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10-04

Does seeking alpha has some beef with AMD?

AMD Is Overvalued Ahead Of Q3, But The Bull Case Is Still Alive

02-15

They just needed to say something sheesh

AMD: I Am Not Ready To Pay Premium For The GPU Laggard

01-29

It's not status, it's convenience. I'm a sinkie with car, even at times when I don't have my car, I will still do a uber. It's the amount of time saved as compared to taking a public transport.

Singapore's $200,000 Toyotas Fuel Angst Over Widening Wealth Gap

2023-12-14

$Coinbase Global, Inc.(COIN)$

2023-10-25

In the midst of the uncertainty, what kind of measures or guage does one use to assess the stock market? For me, I follow religiously on a particular stock a. to see the impact of market movement b. read up the opinions of others and experts, c. have a sell/buy target in mind. What's yours?

2023-09-11

insinuating a shorting environment? [Thinking]

AMD: Downgrading To Sell, Only AI Fumes Here

2023-09-06

Welp, not sure if I can keep to long term, I'm only looking at current and it's good.

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2023-07-28

Nice article would you like to share?

2023-03-15

Ok

@BaronLyly:$Silvergate Capital(SI)$ SI should reverse liquidation instead and tap the funds instead. That would make it a long term success. I wish I bought moreI mean it's so obvious it's simple.The liquidation value of the company is over $10/share. Elon Musk couldn't even screw it up now. Momentum carried it to a 99% loss with 80% float in on the short action. That's over. It's equalizing and everyone knows what comes next. Short gotta cover because their shares they owe back are worth $10+In all honesty, if SI failed it would have been last Friday. 100%. Now I am 98% sure it’s not going to fail. It will just be a lone wolf penny stock for at least 3-4 years until history forgets and they redeem themselves

2022-06-02

Oorm

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2022-04-23

Orh

@TigerTalks:[SG] 7 Interesting Stock Ideas for April 2022

2022-04-23

Orh

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2022-03-08

Noo...

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2022-02-05

Ok

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2022-01-28

Ok

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2022-01-14

Ok

Airline stocks jumped in morning trading

2022-01-13

Orh

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2022-01-12

Orh

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2022-01-11

Ok

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2022-01-10

Ok

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Go to Tiger App to see more news

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seeking alpha has some beef with AMD?&nbsp;","listText":"Does seeking alpha has some beef with AMD?&nbsp;","text":"Does seeking alpha has some beef with AMD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356488790372768","repostId":"1127472710","repostType":2,"repost":{"id":"1127472710","kind":"news","pubTimestamp":1728034127,"share":"https://ttm.financial/m/news/1127472710?lang=&edition=fundamental","pubTime":"2024-10-04 17:28","market":"us","language":"en","title":"AMD Is Overvalued Ahead Of Q3, But The Bull Case Is Still Alive","url":"https://stock-news.laohu8.com/highlight/detail?id=1127472710","media":"Seeking Alpha","summary":"SummaryAMD has gained 21% in price since my August analysis, and I believe the stock is positioned for a further 20%+ market cap growth over the next 12 months.This strong growth investment can still ","content":"<html><head></head><body><h2 id=\"id_590726413\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>AMD has gained 21% in price since my August analysis, and I believe the stock is positioned for a further 20%+ market cap growth over the next 12 months.</p></li><li><p>This strong growth investment can still deliver alpha even though it is overvalued. There may be even better entry points that occur over the next few quarters.</p></li><li><p>Q3 earnings in October will reveal crucial insights on the ZT Systems acquisition, as well as reveal how AMD is developing in the GPU and CPU markets.</p></li><li><p>Despite the strong medium-term outlook, investors should not undervalue the risks in the current geopolitical climate. Western leaders navigating current tensions are critical for success in technology&#39;s capital markets.</p></li></ul><p>After a 21% price gain following my August analysis of the company, AMD (NASDAQ:AMD) (NEOE:AMD:CA) is an overvalued growth stock with the potential for a 20%+ market cap growth in the next 12 months despite a likely contraction in its P/S ratio. Even though the near-term and long-term theses look strong leading into Q3 earnings, underlying geopolitical risk factors shouldn&#39;t be undervalued. I believe it is prudent to hold AMD, but only in a well-diversified portfolio that is hedged against geopolitical risk in the current uncertain climate.</p><h2 id=\"id_2368809328\" style=\"text-align: left;\">Key Points Leading Into Q3 Earnings</h2><p style=\"text-align: left;\">AMD&#39;s Q3 earnings are expected at the end of October, and the company has been focusing heavily on AI-driven CPUs and GPUs, which is the core area to evaluate progress on at the time of the report. Particularly noteworthy is its MI300 series, which aims to compete with NVIDIA (NVDA). I&#39;ll be looking for wins with hyperscale cloud providers, which could prove consolidatory for AMD. In addition, the consumer and enterprise PC markets have been weak but are currently showing signs of stabilization; AMD is positioned against Intel (INTC) in this space, and with Intel currently showing operational weakness, I expect this could be a strong quarter for AMD in this regard. Furthermore, accretion from the 2022 Xilinx acquisition will be crucial to monitor. This has positioned AMD formidably in the programmable chips and SoC markets.</p><p style=\"text-align: left;\">AMD is also acquiring ZT Systems for $4.9 billion, which is part of an effort for AMD to consolidate its position in AI infrastructure. The company provides extensive expertise in designing and deploying data center AI computing and storage infrastructure at scale, complementing AMD&#39;s existing silicon and software capabilities. This acquisition is another crucial catalyst that will help the company challenge Nvidia&#39;s lead in the AI infrastructure market. The deal brings a large team of system engineers from ZT Systems, which, if integrated efficiently, could be significantly accretive to the company&#39;s total ecosystem. However, AMD plans to sell ZT Systems&#39; data center infrastructure manufacturing business to a strategic partner—in my opinion, this is a strong move. It consolidates a core reason why I am bullish on AMD, which I mentioned in my August analysis. At this time, the company&#39;s lack of manufacturing focus provides it with a high level of agility, an aspect of its operating model that, I believe, is strategic for management to maintain.</p><p style=\"text-align: left;\">I am bullish on the prospects of AMD&#39;s Q3 results, but there are also pockets of weakness to be aware of. These include a gaming segment decline amid the maturity of the current console cycle and lower demand for semi-custom SoCs. This includes Microsoft&#39;s (MSFT) Xbox Series X|S and Sony&#39;s (SONY) PlayStation 5, which are in their fifth year of the market cycle. Rationally, I expect this is a trend that has continued into Q3. This segment may not recover until 2025, when new console cycles might begin, or management might engage in more stringent price-adjustment tactics.</p><p style=\"text-align: left;\">On a longer-term horizon, I&#39;m also growing cautious of a developing geopolitical environment, including escalating tensions between China and the U.S. While an invasion of Taiwan seems unlikely to me, I believe we are going to see higher levels of supply chain disruptions and trade restrictions in the coming years, until the West has developed a more reliable moat economically after a weak macroeconomic environment in recent years, including debt exacerbation and inflation issues following the COVID-19 crisis. While these effects are likely to face many industries, some investments act as a hedge against current geopolitical tensions, but AMD is certainly not one of them, considering its valuation and close relationship with TSMC (TSM).</p><h2 id=\"id_4136929329\" style=\"text-align: left;\">Overvalued, But High-Growth Potential Mitigates Concerns</h2><p style=\"text-align: left;\">Since my August analysis of AMD, the stock has gained 21% in price. At the time, I mentioned that the valuation was appealing and hence put out a Buy rating. However, following the 21% price increase, I do not believe this is a suitable entry point unless one is willing to navigate near-term volatility before the company&#39;s stock price stabilizes around its strong anticipated medium-term growth. I mentioned in my previous analysis that AMD should not be considered a value investment nor a growth-at-a-reasonable-price investment. Instead, this is a pure growth investment, and it should be positioned in portfolios with this risk tolerance in mind and carefully hedged with other international stocks of varying industries. I see no better way than this to protect from current macroeconomic uncertainty at the moment, which is being highly undervalued by the analyst community, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bcce60656f21b64b5432997f0d83547c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"456\"/><span>Chart</span></p><p style=\"text-align: left;\">It&#39;s worth being cautious about investing in AMD due to its valuation, but that still doesn&#39;t detract from the fact that the company is exceptionally well-positioned in terms of growth. 45 analysts forecast on consensus 27.5% YoY normalized EPS growth for Fiscal 2024. For Fiscal 2025, 45 analysts forecast 59.5% growth. Therefore, this is a stock positioned at an inflection point. However, the market has been aware of this inflection point since late 2023. This caused immense overvaluation at the time in anticipation of the coming growth, and the volatility since has been somewhat of a reversion to a fairer valuation. The stock could fail to deliver alpha over the next year due to its valuation, but moments of downside volatility related to this could open up very strong medium-term entry points. However, many of AMD&#39;s gains that warrant such a significant valuation ratio expansion are related to its recent strength in earnings estimates. On the other hand, its forward revenue growth has a historical five-year average of 25.9%, but the current estimates do not show much expansion here:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/156ebed99d382a17d53af474b40695f6\" alt=\"AMD Revenue Estimates\" title=\"AMD Revenue Estimates\" tg-width=\"640\" tg-height=\"93\"/><span>AMD Revenue Estimates</span></p><p style=\"text-align: left;\"><strong>AMD Revenue Estimates (Seeking Alpha)</strong></p><p style=\"text-align: left;\">In my last thesis, I estimated that AMD&#39;s P/S ratio would expand to 10 by the middle of Fiscal 2025. However, the P/S ratio has already risen to 11.4. Therefore, I am now expecting a P/S ratio contraction, and I still believe a ratio of approximately 10 would be fair for the stock during Fiscal 2025. If the company hits the December 2025 revenue estimate of $32.84 billion and trades at my predicted P/S ratio of 10, the market cap will be $328.4 billion. That is still a 23.5% growth even with valuation multiple contractions, and so I reaffirm my Buy rating at this time, as the company&#39;s growth rates are likely to remain very strong for the next few years at least.</p><h2 id=\"id_3028260682\" style=\"text-align: left;\">Growth Factors &amp; Peer Analysis</h2><p style=\"text-align: left;\">While the Wall Street estimates give a good foundation, my independent perspective is on the higher end of the current spectrum of revenue and earnings estimates. Particularly, I believe its Data Center segment, driven by the demand primarily for EPYC CPUs, is going to be significantly accretive in FY25. While there is indication that AI expenditures will taper in the next 12 to 18 months, I still expect FY25 to be highly accretive on this front. The one caveat is that I believe there are underlying catalysts with companies starting to question the ROI of AI spending that could cause a downside later that is not currently reflected in the consensus estimates. Therefore, while FY25 is likely to deliver high growth, there is a moderate risk of volatility toward the end of the financial year if lower enterprise AI spending occurs across the technology industry. This is also likely to take effect if there is a recession in the next few years, further compounding the risk factor in the medium-term growth-oriented investment thesis. Furthermore, AMD&#39;s Ryzen processors have shown robust growth recently, and management is expanding on these advanced technologies to support future growth; this is another area that could support my bull case for FY25.</p><p style=\"text-align: left;\">It&#39;s worth comparing the valuation and growth rates of AMD against its two primary competitors, Nvidia and Intel:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/13d48b20f4ba60934191a208a2039460\" tg-width=\"615\" tg-height=\"306\"/></p><p>Based on the above table, AMD does not seem excessively overvalued to me relative to its peers on a revenue basis. However, it certainly does on an earnings and operating cash flow basis. That being said, its profitability is an area that I expect to improve significantly in 2025. AMD has been heavily investing in its position in the AI markets in recent years, and while this has been short-term depletive, the company will be reaping many of the benefits of this in FY25 and beyond. As a result of these factors, I think a P/S ratio of 10 is sustainable for AMD over the next 12 months.</p><h2 id=\"id_738645606\" style=\"text-align: left;\">Broadcom Custom Chips &amp; Deeper Geopolitical Insights</h2><p style=\"text-align: left;\">In the comments of my previous thesis, one reader mentioned the competition threat to AMD posed by Broadcom (AVGO) in custom chips. I thought this was a valuable observation, so I believe it would be prudent for me to do an analysis of that here. Broadcom is rapidly growing its custom Application-Specific Integrated Circuits (&#39;ASICs&#39;), which is driven by the increasing demand from hyperscalers and enterprises seeking tailored solutions for AI and data center applications. Currently, Broadcom commands approximately a 55-60% market share of the custom ASIC market. This challenges AMD&#39;s off-the-shelf products and means management may need to invest more heavily in developing more customized solutions. Broadcom has co-designed multiple generations of Google&#39;s (GOOGL) (GOOG) Tensor Processing Units (&#39;TPUs&#39;) and has secured contracts for future generations, including the TPU v7. These collaborations could generate $8 billion in revenue for Broadcom in 2024, with projections exceeding $10 billion by 2025.</p><p style=\"text-align: left;\">Furthermore, I mentioned the geopolitical risk in my operational analysis above, and I believe this deserves more attention here. AMD, like many major tech companies, relies heavily on TSMC for its chip manufacturing. While I find an invasion of Taiwan highly unlikely, it cannot be ruled out. In addition, we should remember that the West is being attacked on three fronts right now: Iran, Russia, and, latently, China. A culminating war economy would be bad for major tech companies, and supply chain disruptions and trade restrictions look inevitable to me in the medium-term future. In my estimation, large-scale wars can be pacified through Western diplomacy and fiscal restraint at the federal level in the United States, but I still fear that too heavy a reliance on AI and growth investments is a vulnerable portfolio strategy to adopt at this time. There is a careful line to tread here between portfolio growth exposure to AI (a technology that could help the West retain a geopolitical leadership position) and too little portfolio protection from a worst-case large-scale hot war outcome. Certain investments like oil, gold, and holding diversified assets in India and other notable likely peacetime economies like Australia seem like valuable strategies to begin adopting to mitigate the risks of the current multipolar environment.</p><h2 id=\"id_2742104838\" style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">AMD is one of the best growth investments I know of at the moment. As a result, it is no surprise that the market is incredibly bullish on the stock. Ironically, the overvaluation I have outlined in this analysis does not detract from the near-term investment thesis, and it certainly doesn&#39;t detract from the medium-term one. Based on my insights, AMD is still positioned as a Buy after a 21% price increase since my last analysis of the company. A reasonably weighted allocation in a hedged portfolio is prudent at the moment due to a heightened geopolitical risk environment.</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>AMD Is Overvalued Ahead Of Q3, But The Bull Case Is Still Alive</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\">\nAMD Is Overvalued Ahead Of Q3, But The Bull Case Is Still Alive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-04 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4724713-amd-is-overvalued-ahead-of-q3-but-the-bull-case-is-still-alive><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD has gained 21% in price since my August analysis, and I believe the stock is positioned for a further 20%+ market cap growth over the next 12 months.This strong growth investment can still ...</p>\n\n<a href=\"https://seekingalpha.com/article/4724713-amd-is-overvalued-ahead-of-q3-but-the-bull-case-is-still-alive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4724713-amd-is-overvalued-ahead-of-q3-but-the-bull-case-is-still-alive","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1127472710","content_text":"SummaryAMD has gained 21% in price since my August analysis, and I believe the stock is positioned for a further 20%+ market cap growth over the next 12 months.This strong growth investment can still deliver alpha even though it is overvalued. There may be even better entry points that occur over the next few quarters.Q3 earnings in October will reveal crucial insights on the ZT Systems acquisition, as well as reveal how AMD is developing in the GPU and CPU markets.Despite the strong medium-term outlook, investors should not undervalue the risks in the current geopolitical climate. Western leaders navigating current tensions are critical for success in technology's capital markets.After a 21% price gain following my August analysis of the company, AMD (NASDAQ:AMD) (NEOE:AMD:CA) is an overvalued growth stock with the potential for a 20%+ market cap growth in the next 12 months despite a likely contraction in its P/S ratio. Even though the near-term and long-term theses look strong leading into Q3 earnings, underlying geopolitical risk factors shouldn't be undervalued. I believe it is prudent to hold AMD, but only in a well-diversified portfolio that is hedged against geopolitical risk in the current uncertain climate.Key Points Leading Into Q3 EarningsAMD's Q3 earnings are expected at the end of October, and the company has been focusing heavily on AI-driven CPUs and GPUs, which is the core area to evaluate progress on at the time of the report. Particularly noteworthy is its MI300 series, which aims to compete with NVIDIA (NVDA). I'll be looking for wins with hyperscale cloud providers, which could prove consolidatory for AMD. In addition, the consumer and enterprise PC markets have been weak but are currently showing signs of stabilization; AMD is positioned against Intel (INTC) in this space, and with Intel currently showing operational weakness, I expect this could be a strong quarter for AMD in this regard. Furthermore, accretion from the 2022 Xilinx acquisition will be crucial to monitor. This has positioned AMD formidably in the programmable chips and SoC markets.AMD is also acquiring ZT Systems for $4.9 billion, which is part of an effort for AMD to consolidate its position in AI infrastructure. The company provides extensive expertise in designing and deploying data center AI computing and storage infrastructure at scale, complementing AMD's existing silicon and software capabilities. This acquisition is another crucial catalyst that will help the company challenge Nvidia's lead in the AI infrastructure market. The deal brings a large team of system engineers from ZT Systems, which, if integrated efficiently, could be significantly accretive to the company's total ecosystem. However, AMD plans to sell ZT Systems' data center infrastructure manufacturing business to a strategic partner—in my opinion, this is a strong move. It consolidates a core reason why I am bullish on AMD, which I mentioned in my August analysis. At this time, the company's lack of manufacturing focus provides it with a high level of agility, an aspect of its operating model that, I believe, is strategic for management to maintain.I am bullish on the prospects of AMD's Q3 results, but there are also pockets of weakness to be aware of. These include a gaming segment decline amid the maturity of the current console cycle and lower demand for semi-custom SoCs. This includes Microsoft's (MSFT) Xbox Series X|S and Sony's (SONY) PlayStation 5, which are in their fifth year of the market cycle. Rationally, I expect this is a trend that has continued into Q3. This segment may not recover until 2025, when new console cycles might begin, or management might engage in more stringent price-adjustment tactics.On a longer-term horizon, I'm also growing cautious of a developing geopolitical environment, including escalating tensions between China and the U.S. While an invasion of Taiwan seems unlikely to me, I believe we are going to see higher levels of supply chain disruptions and trade restrictions in the coming years, until the West has developed a more reliable moat economically after a weak macroeconomic environment in recent years, including debt exacerbation and inflation issues following the COVID-19 crisis. While these effects are likely to face many industries, some investments act as a hedge against current geopolitical tensions, but AMD is certainly not one of them, considering its valuation and close relationship with TSMC (TSM).Overvalued, But High-Growth Potential Mitigates ConcernsSince my August analysis of AMD, the stock has gained 21% in price. At the time, I mentioned that the valuation was appealing and hence put out a Buy rating. However, following the 21% price increase, I do not believe this is a suitable entry point unless one is willing to navigate near-term volatility before the company's stock price stabilizes around its strong anticipated medium-term growth. I mentioned in my previous analysis that AMD should not be considered a value investment nor a growth-at-a-reasonable-price investment. Instead, this is a pure growth investment, and it should be positioned in portfolios with this risk tolerance in mind and carefully hedged with other international stocks of varying industries. I see no better way than this to protect from current macroeconomic uncertainty at the moment, which is being highly undervalued by the analyst community, in my opinion.ChartIt's worth being cautious about investing in AMD due to its valuation, but that still doesn't detract from the fact that the company is exceptionally well-positioned in terms of growth. 45 analysts forecast on consensus 27.5% YoY normalized EPS growth for Fiscal 2024. For Fiscal 2025, 45 analysts forecast 59.5% growth. Therefore, this is a stock positioned at an inflection point. However, the market has been aware of this inflection point since late 2023. This caused immense overvaluation at the time in anticipation of the coming growth, and the volatility since has been somewhat of a reversion to a fairer valuation. The stock could fail to deliver alpha over the next year due to its valuation, but moments of downside volatility related to this could open up very strong medium-term entry points. However, many of AMD's gains that warrant such a significant valuation ratio expansion are related to its recent strength in earnings estimates. On the other hand, its forward revenue growth has a historical five-year average of 25.9%, but the current estimates do not show much expansion here:AMD Revenue EstimatesAMD Revenue Estimates (Seeking Alpha)In my last thesis, I estimated that AMD's P/S ratio would expand to 10 by the middle of Fiscal 2025. However, the P/S ratio has already risen to 11.4. Therefore, I am now expecting a P/S ratio contraction, and I still believe a ratio of approximately 10 would be fair for the stock during Fiscal 2025. If the company hits the December 2025 revenue estimate of $32.84 billion and trades at my predicted P/S ratio of 10, the market cap will be $328.4 billion. That is still a 23.5% growth even with valuation multiple contractions, and so I reaffirm my Buy rating at this time, as the company's growth rates are likely to remain very strong for the next few years at least.Growth Factors & Peer AnalysisWhile the Wall Street estimates give a good foundation, my independent perspective is on the higher end of the current spectrum of revenue and earnings estimates. Particularly, I believe its Data Center segment, driven by the demand primarily for EPYC CPUs, is going to be significantly accretive in FY25. While there is indication that AI expenditures will taper in the next 12 to 18 months, I still expect FY25 to be highly accretive on this front. The one caveat is that I believe there are underlying catalysts with companies starting to question the ROI of AI spending that could cause a downside later that is not currently reflected in the consensus estimates. Therefore, while FY25 is likely to deliver high growth, there is a moderate risk of volatility toward the end of the financial year if lower enterprise AI spending occurs across the technology industry. This is also likely to take effect if there is a recession in the next few years, further compounding the risk factor in the medium-term growth-oriented investment thesis. Furthermore, AMD's Ryzen processors have shown robust growth recently, and management is expanding on these advanced technologies to support future growth; this is another area that could support my bull case for FY25.It's worth comparing the valuation and growth rates of AMD against its two primary competitors, Nvidia and Intel:Based on the above table, AMD does not seem excessively overvalued to me relative to its peers on a revenue basis. However, it certainly does on an earnings and operating cash flow basis. That being said, its profitability is an area that I expect to improve significantly in 2025. AMD has been heavily investing in its position in the AI markets in recent years, and while this has been short-term depletive, the company will be reaping many of the benefits of this in FY25 and beyond. As a result of these factors, I think a P/S ratio of 10 is sustainable for AMD over the next 12 months.Broadcom Custom Chips & Deeper Geopolitical InsightsIn the comments of my previous thesis, one reader mentioned the competition threat to AMD posed by Broadcom (AVGO) in custom chips. I thought this was a valuable observation, so I believe it would be prudent for me to do an analysis of that here. Broadcom is rapidly growing its custom Application-Specific Integrated Circuits ('ASICs'), which is driven by the increasing demand from hyperscalers and enterprises seeking tailored solutions for AI and data center applications. Currently, Broadcom commands approximately a 55-60% market share of the custom ASIC market. This challenges AMD's off-the-shelf products and means management may need to invest more heavily in developing more customized solutions. Broadcom has co-designed multiple generations of Google's (GOOGL) (GOOG) Tensor Processing Units ('TPUs') and has secured contracts for future generations, including the TPU v7. These collaborations could generate $8 billion in revenue for Broadcom in 2024, with projections exceeding $10 billion by 2025.Furthermore, I mentioned the geopolitical risk in my operational analysis above, and I believe this deserves more attention here. AMD, like many major tech companies, relies heavily on TSMC for its chip manufacturing. While I find an invasion of Taiwan highly unlikely, it cannot be ruled out. In addition, we should remember that the West is being attacked on three fronts right now: Iran, Russia, and, latently, China. A culminating war economy would be bad for major tech companies, and supply chain disruptions and trade restrictions look inevitable to me in the medium-term future. In my estimation, large-scale wars can be pacified through Western diplomacy and fiscal restraint at the federal level in the United States, but I still fear that too heavy a reliance on AI and growth investments is a vulnerable portfolio strategy to adopt at this time. There is a careful line to tread here between portfolio growth exposure to AI (a technology that could help the West retain a geopolitical leadership position) and too little portfolio protection from a worst-case large-scale hot war outcome. Certain investments like oil, gold, and holding diversified assets in India and other notable likely peacetime economies like Australia seem like valuable strategies to begin adopting to mitigate the risks of the current multipolar environment.ConclusionAMD is one of the best growth investments I know of at the moment. As a result, it is no surprise that the market is incredibly bullish on the stock. Ironically, the overvaluation I have outlined in this analysis does not detract from the near-term investment thesis, and it certainly doesn't detract from the medium-term one. Based on my insights, AMD is still positioned as a Buy after a 21% price increase since my last analysis of the company. A reasonably weighted allocation in a hedged portfolio is prudent at the moment due to a heightened geopolitical risk environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274198788743392,"gmtCreate":1707980857357,"gmtModify":1707980861568,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"They just needed to say something sheesh","listText":"They just needed to say something sheesh","text":"They just needed to say something sheesh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274198788743392","repostId":"2411730416","repostType":2,"repost":{"id":"2411730416","kind":"highlight","pubTimestamp":1707979747,"share":"https://ttm.financial/m/news/2411730416?lang=&edition=fundamental","pubTime":"2024-02-15 14:49","market":"us","language":"en","title":"AMD: I Am Not Ready To Pay Premium For The GPU Laggard","url":"https://stock-news.laohu8.com/highlight/detail?id=2411730416","media":"seekingalpha","summary":"AMD is a global semiconductor company offering various products for data centers and personal computers.Under the leadership of CEO Dr. Lisa Su, AMD experienced significant growth, but the last two fi","content":"<html><head></head><body><ul style=\"\"><li><p>AMD is a global semiconductor company offering various products for data centers and personal computers.</p></li><li><p>Under the leadership of CEO Dr. Lisa Su, AMD experienced significant growth, but the last two fiscal years revealed substantial vulnerability to macroeconomic cycles.</p></li><li><p>AMD competes with larger players like Intel and NVIDIA and by far lags behind Nvidia in the GPU industry, limiting its exposure to the AI shift.</p></li><li><p>My target price is $161.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d32181a1cf7679ea59ddc25d52008f5\" tg-width=\"594\" tg-height=\"396\"/></p><p>Bloomberg/Bloomberg via Getty Images</p><h2 id=\"id_354411328\">Introduction</h2><p>Advanced Micro Devices stock has enjoyed massive rallies since the company is widely perceived as one of the primary beneficiaries of the artificial intelligence (&#34;AI&#34;) revolution. According to my valuation analysis, the massive rally of the last twelve months pushed the stock above its fair price. While I could have opted to pay a significant premium for an undisputed leader in the AI chipmaking market, like NVIDIA (NVDA), I am of the opinion that a company trailing behind, such as AMD, does not merit such a premium valuation. Therefore, I believe that AMD is a &#34;Sell&#34; at the current share price.</p><h2 id=\"id_3208995006\">Fundamental analysis</h2><p>According to the latest 10-K report, AMD is a global semiconductor company primarily offering server microprocessors (&#34;CPUs&#34;), graphic processing units (&#34;GPUs&#34;), accelerated processing units (&#34;APUs&#34;), data processing units (&#34;DPUs&#34;), AI accelerators and adaptive system-on-chip (&#34;SoC&#34;) products for data centers. The company also provides chipsets for desktops, notebooks, personal computers (&#34;PCs&#34;), and embedded products.</p><p>AMD emerged as a key beneficiary of the rapidly accelerating digital revolution, driving the stock to appreciate by an impressive 4.5 thousand percent over the past decade, yielding an outstanding annualized return of 45% for investors. While it&#39;s tempting to credit AMD&#39;s success solely to favorable shifts in the microenvironment, it would be remiss not to highlight the exceptional leadership of Dr. Lisa Su. Appointed as CEO of AMD a decade ago, Dr. Su&#39;s visionary guidance ushered in a new era of prosperity for the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a05af8787f243225ad7269026d5ae953\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p>Under Lisa Su&#39;s leadership, AMD experienced remarkable growth, with revenue compounding at 20% and operating margins soaring. However, in recent years, the company faced challenges such as revenue pullback and a sharp decline in operating margin, stemming from unfavorable macroeconomic factors like high inflation, swift monetary policy tightening in developed nations, and significant geopolitical disruptions. Although these challenges may seem transient, it&#39;s crucial to acknowledge that despite its notable growth over the past decade, the business remains considerably vulnerable to macroenvironmental shifts, indicating a lack of resilience.</p><p>Furthermore, the CPU and GPU industries are massively competitive. AMD competes with players like NVIDIA and Intel (INTC), which are much larger in terms of revenue. So far, AMD, under Lisa Su&#39;s leadership, has been very successful in gaining market share in CPU at Intel&#39;s cost, but in a rapidly evolving environment when cutting-edge products&#39; lifecycles are short, there is no guarantee that AMD will be able to consistently sustain its market share while competing with giants like Intel and NVIDIA. In the table below, you can see that in absolute terms, AMD&#39;s gross profit is multiple times lower compared to its primary competitors, meaning it has fewer resources to reinvest in business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ec02bc91146ec3b4e0ddf41c43f91ad\" tg-width=\"640\" tg-height=\"255\"/></p><p>SA</p><p>I believe there&#39;s significant optimism surrounding AMD, particularly driven by the burgeoning artificial intelligence (&#34;AI&#34;) industry. However, as investors, it&#39;s essential to maintain a level-headed approach and delve deeper into the technological landscape. Historically, AMD has demonstrated strength in CPUs rather than GPUs. Yet, for accelerating computing in AI development, GPUs offer greater capacity and are thus better suited. Unfortunately, in the realm of GPUs, AMD significantly lags behind its competitor, NVDA. Consequently, the company&#39;s exposure to the burgeoning AI trend appears to be severely limited, and investors should be aware.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a89545cfd9ad2bee1c72069ef220ac0\" tg-width=\"640\" tg-height=\"287\"/></p><p>tomshardware.com</p><p>The extent to which AMD lags behind NVDA is evident in the most recent financial performance. While NVDA is projected by consensus to record a staggering 119% revenue growth for the fiscal year ending in January 2024, AMD demonstrated a revenue decline in such a massive year for semiconductor stocks. The company&#39;s revenue in the PC segment dropped massively, and the growth in the Data Center segment, which is supposed to absorb AI tailwinds, was very far from offsetting the loss.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71456b11d7c2c5e36462a2ca630215cf\" tg-width=\"640\" tg-height=\"218\"/></p><p>AMD&#39;s 10-K report FY2023</p><p>Many AMD bulls might say that the company has a more diverse portfolio of offerings and end markets in comparison with NVDA, but it seems that this diversification approach does not work that well for shareholders. While NVDA consensus estimates project a 57% revenue growth for the year, which will end in January 2025 to reach almost $93 billion, AMD is expected to achieve only half of this revenue within the next five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac5758d1d610884649d5f99c06d69f9e\" tg-width=\"640\" tg-height=\"232\"/></p><p>SA</p><p>Some might argue that the significant disparity in expected revenue growth is already factored into the market capitalization of both companies, given that NVIDIA&#39;s market cap is currently approximately six times higher than AMD&#39;s. However, as a long-term investor, I prioritize investing in the underlying business rather than merely the stock as an instrument. In this regard, I favor investing in an undisputed market leader over a laggard struggling to drive revenue growth, especially during a year marked by massive AI enthusiasm.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21408cabb7f5434dd81d19a8bc08b6ba\" tg-width=\"583\" tg-height=\"236\"/></p><p>Lib Quotes</p><h2 id=\"id_4210092192\">Valuation analysis</h2><p>AMD showed a strong start in 2024 with a 16.6% stock price increase. The momentum across different timeframes is robust, as the stock price has doubled over the last 12 months and increased by 50% over the last quarter. The stock is currently very close to all-time highs. The current market cap is $278 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4626d115d487f26e52cd1d4e87993f18\" tg-width=\"640\" tg-height=\"268\"/></p><p>SA</p><p>To check whether the current share price is attractive, I will conduct the discounted cash flow (&#34;DCF&#34;) analysis with a 9.8% discount rate. As I usually do, I incorporate consensus revenue estimates for the two upcoming fiscal years. For the years after FY 2025, I expect a steady 300 basis points yearly revenue growth deceleration. I use a 9.72% TTM levered FCF margin with the expected 100 basis points yearly expansion. Due to all the AI industry tailwinds, I give AMD a very optimistic 8% constant growth rate for the terminal value (&#34;TV&#34;) calculation. Currently, there are about 1.6 billion AMD shares outstanding.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08ecc9b8ba72807dcb29507bab4d1208\" tg-width=\"640\" tg-height=\"308\"/></p><p>Calculated by the author</p><p>My DCF analysis gives AMD&#39;s fair share price at $162, which is around 6% lower than the current market levels. Therefore, I cannot conclude that the stock is attractively valued. If AMD was the undisputable leader in the GPU market, I would say that the premium is well-deserved, but paying above the fair price for the company, which substantially lags in terms of market share, does not look sound to me.</p><p>Moreover, it is crucial to highlight that the DCF calculation significantly depends on the terminal value amount, which represents around 90% of the fair share price. That said, decreasing the constant growth rate assumption by a mere 50 basis points decreases AMD&#39;s fair share price to $128, which signals a massive 25% overvaluation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0f5651e6f3d319acccb833c17bbe99\" tg-width=\"640\" tg-height=\"308\"/></p><p>Calculated by the author</p><h2 id=\"id_3051334112\">Mitigating factors</h2><p>While I currently hold a bearish outlook on AMD at its present stock price, there are several mitigating factors that could potentially prove me wrong.</p><p>Firstly, we are currently amidst a period of significant market optimism surrounding the semiconductor industry, largely driven by the rapid expansion of AI technology. As a prominent player in this sector, AMD stands to benefit from this positive sentiment. For instance, the upcoming earnings report from NVDA at the end of February could be a substantial catalyst for all major semiconductor companies, potentially leading to a double-digit increase in AMD&#39;s share price within a short timeframe.</p><p>Secondly, AMD consistently unveils new chips and accelerators, and the market&#39;s reaction to these offerings could significantly influence the stock price in the short term. There exists a possibility that AMD might introduce a groundbreaking product that garners widespread acclaim, sparking a notable rally in its stock price.</p><p>Lastly, the power of momentum cannot be underestimated. With the stock having surged approximately 50% over the last quarter, a significant portion of this rally may have been driven by the fear of missing out (&#34;FOMO&#34;) effect. In such circumstances, a sell-off in the stock might only occur in the event of a major adverse development for the broader market, such as an unexpectedly weak quarterly report. Given that the next earnings release is still some time away, the momentum behind the stock could persist for the next few months.</p><h2 id=\"id_1738166353\">Conclusion</h2><p>While AMD has exposure to the booming AI industry, I think that the market overestimates the extent of this exposure. AMD is not a trendsetter in the industry, and its GPU market share is multiple times lower compared to the industry leader. Therefore, I consider the current 6% premium to the stock price as a good selling opportunity and assign AMD a &#34;Sell&#34; rating.</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>AMD: I Am Not Ready To Pay Premium For The GPU Laggard</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\">\nAMD: I Am Not Ready To Pay Premium For The GPU Laggard\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 14:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4670076-amd-i-am-not-ready-to-pay-premium-for-the-gpu-laggard><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is a global semiconductor company offering various products for data centers and personal computers.Under the leadership of CEO Dr. Lisa Su, AMD experienced significant growth, but the last two ...</p>\n\n<a href=\"https://seekingalpha.com/article/4670076-amd-i-am-not-ready-to-pay-premium-for-the-gpu-laggard\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4670076-amd-i-am-not-ready-to-pay-premium-for-the-gpu-laggard","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2411730416","content_text":"AMD is a global semiconductor company offering various products for data centers and personal computers.Under the leadership of CEO Dr. Lisa Su, AMD experienced significant growth, but the last two fiscal years revealed substantial vulnerability to macroeconomic cycles.AMD competes with larger players like Intel and NVIDIA and by far lags behind Nvidia in the GPU industry, limiting its exposure to the AI shift.My target price is $161.Bloomberg/Bloomberg via Getty ImagesIntroductionAdvanced Micro Devices stock has enjoyed massive rallies since the company is widely perceived as one of the primary beneficiaries of the artificial intelligence (\"AI\") revolution. According to my valuation analysis, the massive rally of the last twelve months pushed the stock above its fair price. While I could have opted to pay a significant premium for an undisputed leader in the AI chipmaking market, like NVIDIA (NVDA), I am of the opinion that a company trailing behind, such as AMD, does not merit such a premium valuation. Therefore, I believe that AMD is a \"Sell\" at the current share price.Fundamental analysisAccording to the latest 10-K report, AMD is a global semiconductor company primarily offering server microprocessors (\"CPUs\"), graphic processing units (\"GPUs\"), accelerated processing units (\"APUs\"), data processing units (\"DPUs\"), AI accelerators and adaptive system-on-chip (\"SoC\") products for data centers. The company also provides chipsets for desktops, notebooks, personal computers (\"PCs\"), and embedded products.AMD emerged as a key beneficiary of the rapidly accelerating digital revolution, driving the stock to appreciate by an impressive 4.5 thousand percent over the past decade, yielding an outstanding annualized return of 45% for investors. While it's tempting to credit AMD's success solely to favorable shifts in the microenvironment, it would be remiss not to highlight the exceptional leadership of Dr. Lisa Su. Appointed as CEO of AMD a decade ago, Dr. Su's visionary guidance ushered in a new era of prosperity for the company.Data by YChartsUnder Lisa Su's leadership, AMD experienced remarkable growth, with revenue compounding at 20% and operating margins soaring. However, in recent years, the company faced challenges such as revenue pullback and a sharp decline in operating margin, stemming from unfavorable macroeconomic factors like high inflation, swift monetary policy tightening in developed nations, and significant geopolitical disruptions. Although these challenges may seem transient, it's crucial to acknowledge that despite its notable growth over the past decade, the business remains considerably vulnerable to macroenvironmental shifts, indicating a lack of resilience.Furthermore, the CPU and GPU industries are massively competitive. AMD competes with players like NVIDIA and Intel (INTC), which are much larger in terms of revenue. So far, AMD, under Lisa Su's leadership, has been very successful in gaining market share in CPU at Intel's cost, but in a rapidly evolving environment when cutting-edge products' lifecycles are short, there is no guarantee that AMD will be able to consistently sustain its market share while competing with giants like Intel and NVIDIA. In the table below, you can see that in absolute terms, AMD's gross profit is multiple times lower compared to its primary competitors, meaning it has fewer resources to reinvest in business.SAI believe there's significant optimism surrounding AMD, particularly driven by the burgeoning artificial intelligence (\"AI\") industry. However, as investors, it's essential to maintain a level-headed approach and delve deeper into the technological landscape. Historically, AMD has demonstrated strength in CPUs rather than GPUs. Yet, for accelerating computing in AI development, GPUs offer greater capacity and are thus better suited. Unfortunately, in the realm of GPUs, AMD significantly lags behind its competitor, NVDA. Consequently, the company's exposure to the burgeoning AI trend appears to be severely limited, and investors should be aware.tomshardware.comThe extent to which AMD lags behind NVDA is evident in the most recent financial performance. While NVDA is projected by consensus to record a staggering 119% revenue growth for the fiscal year ending in January 2024, AMD demonstrated a revenue decline in such a massive year for semiconductor stocks. The company's revenue in the PC segment dropped massively, and the growth in the Data Center segment, which is supposed to absorb AI tailwinds, was very far from offsetting the loss.AMD's 10-K report FY2023Many AMD bulls might say that the company has a more diverse portfolio of offerings and end markets in comparison with NVDA, but it seems that this diversification approach does not work that well for shareholders. While NVDA consensus estimates project a 57% revenue growth for the year, which will end in January 2025 to reach almost $93 billion, AMD is expected to achieve only half of this revenue within the next five years.SASome might argue that the significant disparity in expected revenue growth is already factored into the market capitalization of both companies, given that NVIDIA's market cap is currently approximately six times higher than AMD's. However, as a long-term investor, I prioritize investing in the underlying business rather than merely the stock as an instrument. In this regard, I favor investing in an undisputed market leader over a laggard struggling to drive revenue growth, especially during a year marked by massive AI enthusiasm.Lib QuotesValuation analysisAMD showed a strong start in 2024 with a 16.6% stock price increase. The momentum across different timeframes is robust, as the stock price has doubled over the last 12 months and increased by 50% over the last quarter. The stock is currently very close to all-time highs. The current market cap is $278 billion.SATo check whether the current share price is attractive, I will conduct the discounted cash flow (\"DCF\") analysis with a 9.8% discount rate. As I usually do, I incorporate consensus revenue estimates for the two upcoming fiscal years. For the years after FY 2025, I expect a steady 300 basis points yearly revenue growth deceleration. I use a 9.72% TTM levered FCF margin with the expected 100 basis points yearly expansion. Due to all the AI industry tailwinds, I give AMD a very optimistic 8% constant growth rate for the terminal value (\"TV\") calculation. Currently, there are about 1.6 billion AMD shares outstanding.Calculated by the authorMy DCF analysis gives AMD's fair share price at $162, which is around 6% lower than the current market levels. Therefore, I cannot conclude that the stock is attractively valued. If AMD was the undisputable leader in the GPU market, I would say that the premium is well-deserved, but paying above the fair price for the company, which substantially lags in terms of market share, does not look sound to me.Moreover, it is crucial to highlight that the DCF calculation significantly depends on the terminal value amount, which represents around 90% of the fair share price. That said, decreasing the constant growth rate assumption by a mere 50 basis points decreases AMD's fair share price to $128, which signals a massive 25% overvaluation.Calculated by the authorMitigating factorsWhile I currently hold a bearish outlook on AMD at its present stock price, there are several mitigating factors that could potentially prove me wrong.Firstly, we are currently amidst a period of significant market optimism surrounding the semiconductor industry, largely driven by the rapid expansion of AI technology. As a prominent player in this sector, AMD stands to benefit from this positive sentiment. For instance, the upcoming earnings report from NVDA at the end of February could be a substantial catalyst for all major semiconductor companies, potentially leading to a double-digit increase in AMD's share price within a short timeframe.Secondly, AMD consistently unveils new chips and accelerators, and the market's reaction to these offerings could significantly influence the stock price in the short term. There exists a possibility that AMD might introduce a groundbreaking product that garners widespread acclaim, sparking a notable rally in its stock price.Lastly, the power of momentum cannot be underestimated. With the stock having surged approximately 50% over the last quarter, a significant portion of this rally may have been driven by the fear of missing out (\"FOMO\") effect. In such circumstances, a sell-off in the stock might only occur in the event of a major adverse development for the broader market, such as an unexpectedly weak quarterly report. Given that the next earnings release is still some time away, the momentum behind the stock could persist for the next few months.ConclusionWhile AMD has exposure to the booming AI industry, I think that the market overestimates the extent of this exposure. AMD is not a trendsetter in the industry, and its GPU market share is multiple times lower compared to the industry leader. Therefore, I consider the current 6% premium to the stock price as a good selling opportunity and assign AMD a \"Sell\" rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268155604496656,"gmtCreate":1706498751784,"gmtModify":1706498756388,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"It's not status, it's convenience. I'm a sinkie with car, even at times when I don't have my car, I will still do a uber. It's the amount of time saved as compared to taking a public transport.&nbsp;","listText":"It's not status, it's convenience. I'm a sinkie with car, even at times when I don't have my car, I will still do a uber. It's the amount of time saved as compared to taking a public transport.&nbsp;","text":"It's not status, it's convenience. I'm a sinkie with car, even at times when I don't have my car, I will still do a uber. It's the amount of time saved as compared to taking a public transport.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268155604496656","repostId":"1148579351","repostType":2,"repost":{"id":"1148579351","kind":"news","pubTimestamp":1706492906,"share":"https://ttm.financial/m/news/1148579351?lang=&edition=fundamental","pubTime":"2024-01-29 09:48","market":"sg","language":"en","title":"Singapore's $200,000 Toyotas Fuel Angst Over Widening Wealth Gap","url":"https://stock-news.laohu8.com/highlight/detail?id=1148579351","media":"Bloomberg","summary":"Permit to own a car spiked at a record $112,000 last yearAffordability debate grows with elevated rents, inflationFor most of her life, Sabrina Vu had a car, even though you can’t drive far in her nat","content":"<html><head></head><body><ul style=\"\"><li><p>Permit to own a car spiked at a record $112,000 last year</p></li><li><p>Affordability debate grows with elevated rents, inflation</p></li></ul><p>For most of her life, Sabrina Vu had a car, even though you can’t drive far in her native Singapore, a city-state about a quarter of the size of Rhode Island.</p><p>But when she went to the showroom for the first time in six years and realized she’d have to shell out the price of an Aston Martin in most countries for a Toyota in the Asian financial hub, she thought again.</p><p>“When we went into the Toyota dealership, they were asking S$260,000 ($193,870) for a hybrid,” she said, giving the price for the car and the permit that’s necessary to drive it in Singapore. “I mean, it’s not even a luxury car,” said the communications manager, 35.</p><p>Singapore’s vehicle ownership cost — already a global outlier — remains not far from a record high, as the government’s zero-growth approach to registering new cars collided with demand from the island-state’s burgeoning rich.</p><p>The price of the vehicle includes the cost of a Certificate of Entitlement — a permit granting the right to own and use a car in Singapore for 10 years. The COE rate is set at an auction every two weeks and has almost quadrupled in three years to reach S$150,000 in October for cars with engines larger than 1.6 liters.</p><p>COE prices cooled off recently after the government increased the number of permits for sale, but they remain vulnerable to sudden spikes. On Jan. 17, the premium surged 32% to S$112,000 for larger cars in the busy period before the Lunar New Year.</p><p>That’s adding to a broader debate around elevated rents, inflation, and an influx of wealthy foreigners in recent years. Singapore’s high living cost is by far the most important issue facing the city-state, according to a survey of residents published in October. The government’s handling of the wealth gap and the price of cars are among the issues they were most dissatisfied with, according to the survey.</p><h3 id=\"id_2217787695\" style=\"text-align: start;\">Wealth Gap</h3><p style=\"text-align: start;\">“COE prices, like many other things actually, emphasize the wealth gap in Singapore,” said Victor Kwan, a senior lecturer at Singapore University of Social Sciences. “If it continues to go up, there will be growing frustration.”</p><p style=\"text-align: start;\">The island-state is the world’s priciest place to own some of the most popular cars, according to cost-of-living data from Numbeo, an online database. What’s more, COEs are unlikely to come down significantly due to constant demand, said Vinod Cherumadathil, the managing director of Sgcarmart, a local online car marketplace owned by the financial arm of Toyota Motor Corp.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e973c7f3b04c5b41f7a2f42f3a17e633\" tg-width=\"768\" tg-height=\"699\"/></p><p>Still, driving in Singapore was never meant to be cheap. Since 1990, the government has controlled the number of cars on the road and in 2018, adopted a zero-growth policy for the vehicle population.</p><p>For most people, it’s also not essential. The city-state has excellent public transport links by bus and subway. The proportion of car-owning resident households has fallen from 40% in 2013 to about one-third in recent years. But owning a car is still seen as a symbol of wealth that many strive toward.</p><p>“I know people who would eat less, eat cheaper, not go out as often to save up for a branded bag or a nice car, because it is almost like a status thing,” said Vu, the prospective buyer.</p><p>Net worth per adult rose 6.3% in Singapore in 2022, giving the city-state more than 300,000 US dollar millionaires, according to UBS Group AG’s global wealth report. Still, COE prices for small cars more than doubled between 2018 and 2023, while median monthly income rose just 2.4%. A worker on a median salary of S$5,197 per month would need to spend about three years’ wages to buy a Toyota sedan.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8f526ed31993c8b584b89d6cd327b9\" tg-width=\"763\" tg-height=\"721\"/></p><p>In May, authorities committed to bringing forward 6,000 permits to cool the market, but that failed to arrest prices, prompting the minister in November to pledge to bring forward further the quota of permits to address a trough in supply.</p><p>The Ministry of Transport declined to comment in response to emailed questions from Bloomberg News concerning its views on the spike in COE prices and the question of affordability. In a reply to questions in Parliament on Nov. 6, then-acting Minister Chee Hong Tat said the ministry “understands the concerns of Singaporeans regarding high COE prices.”</p><p>A representative for Inchcape, a distributor for Toyota in Singapore, didn’t respond to emails from Bloomberg News seeking an interview.</p><p>For many Singaporeans, a car remains an important part of their lifestyle. At the Singapore Motorshow earlier this month, Abu Bakar bin Isnin, 64, was mulling purchasing a new vehicle despite a new COE permit costing about twice the price of his nearly expired one.</p><p>“It’s not a luxury, it’s a necessity,” said Abu Bakar, who plans to drive his grandchildren around after retiring from his job as a manager. “People buy cars because it’s necessary to bring your family around, your own family comes first.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's $200,000 Toyotas Fuel Angst Over Widening Wealth Gap</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\">\nSingapore's $200,000 Toyotas Fuel Angst Over Widening Wealth Gap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-29 09:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-01-28/singapore-s-200-000-toyotas-fuel-angst-over-widening-wealth-gap?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Permit to own a car spiked at a record $112,000 last yearAffordability debate grows with elevated rents, inflationFor most of her life, Sabrina Vu had a car, even though you can’t drive far in her ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-01-28/singapore-s-200-000-toyotas-fuel-angst-over-widening-wealth-gap?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-01-28/singapore-s-200-000-toyotas-fuel-angst-over-widening-wealth-gap?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148579351","content_text":"Permit to own a car spiked at a record $112,000 last yearAffordability debate grows with elevated rents, inflationFor most of her life, Sabrina Vu had a car, even though you can’t drive far in her native Singapore, a city-state about a quarter of the size of Rhode Island.But when she went to the showroom for the first time in six years and realized she’d have to shell out the price of an Aston Martin in most countries for a Toyota in the Asian financial hub, she thought again.“When we went into the Toyota dealership, they were asking S$260,000 ($193,870) for a hybrid,” she said, giving the price for the car and the permit that’s necessary to drive it in Singapore. “I mean, it’s not even a luxury car,” said the communications manager, 35.Singapore’s vehicle ownership cost — already a global outlier — remains not far from a record high, as the government’s zero-growth approach to registering new cars collided with demand from the island-state’s burgeoning rich.The price of the vehicle includes the cost of a Certificate of Entitlement — a permit granting the right to own and use a car in Singapore for 10 years. The COE rate is set at an auction every two weeks and has almost quadrupled in three years to reach S$150,000 in October for cars with engines larger than 1.6 liters.COE prices cooled off recently after the government increased the number of permits for sale, but they remain vulnerable to sudden spikes. On Jan. 17, the premium surged 32% to S$112,000 for larger cars in the busy period before the Lunar New Year.That’s adding to a broader debate around elevated rents, inflation, and an influx of wealthy foreigners in recent years. Singapore’s high living cost is by far the most important issue facing the city-state, according to a survey of residents published in October. The government’s handling of the wealth gap and the price of cars are among the issues they were most dissatisfied with, according to the survey.Wealth Gap“COE prices, like many other things actually, emphasize the wealth gap in Singapore,” said Victor Kwan, a senior lecturer at Singapore University of Social Sciences. “If it continues to go up, there will be growing frustration.”The island-state is the world’s priciest place to own some of the most popular cars, according to cost-of-living data from Numbeo, an online database. What’s more, COEs are unlikely to come down significantly due to constant demand, said Vinod Cherumadathil, the managing director of Sgcarmart, a local online car marketplace owned by the financial arm of Toyota Motor Corp.Still, driving in Singapore was never meant to be cheap. Since 1990, the government has controlled the number of cars on the road and in 2018, adopted a zero-growth policy for the vehicle population.For most people, it’s also not essential. The city-state has excellent public transport links by bus and subway. The proportion of car-owning resident households has fallen from 40% in 2013 to about one-third in recent years. But owning a car is still seen as a symbol of wealth that many strive toward.“I know people who would eat less, eat cheaper, not go out as often to save up for a branded bag or a nice car, because it is almost like a status thing,” said Vu, the prospective buyer.Net worth per adult rose 6.3% in Singapore in 2022, giving the city-state more than 300,000 US dollar millionaires, according to UBS Group AG’s global wealth report. Still, COE prices for small cars more than doubled between 2018 and 2023, while median monthly income rose just 2.4%. A worker on a median salary of S$5,197 per month would need to spend about three years’ wages to buy a Toyota sedan.In May, authorities committed to bringing forward 6,000 permits to cool the market, but that failed to arrest prices, prompting the minister in November to pledge to bring forward further the quota of permits to address a trough in supply.The Ministry of Transport declined to comment in response to emailed questions from Bloomberg News concerning its views on the spike in COE prices and the question of affordability. In a reply to questions in Parliament on Nov. 6, then-acting Minister Chee Hong Tat said the ministry “understands the concerns of Singaporeans regarding high COE prices.”A representative for Inchcape, a distributor for Toyota in Singapore, didn’t respond to emails from Bloomberg News seeking an interview.For many Singaporeans, a car remains an important part of their lifestyle. At the Singapore Motorshow earlier this month, Abu Bakar bin Isnin, 64, was mulling purchasing a new vehicle despite a new COE permit costing about twice the price of his nearly expired one.“It’s not a luxury, it’s a necessity,” said Abu Bakar, who plans to drive his grandchildren around after retiring from his job as a manager. “People buy cars because it’s necessary to bring your family around, your own family comes first.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252025339048096,"gmtCreate":1702563325715,"gmtModify":1702563328687,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252025339048096","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234383600300032,"gmtCreate":1698231378227,"gmtModify":1698231383138,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"In the midst of the uncertainty, what kind of measures or guage does one use to assess the stock market? For me, I follow religiously on a particular stock a. to see the impact of market movement b. read up the opinions of others and experts, c. have a sell/buy target in mind. What's yours?&nbsp;","listText":"In the midst of the uncertainty, what kind of measures or guage does one use to assess the stock market? For me, I follow religiously on a particular stock a. to see the impact of market movement b. read up the opinions of others and experts, c. have a sell/buy target in mind. What's yours?&nbsp;","text":"In the midst of the uncertainty, what kind of measures or guage does one use to assess the stock market? For me, I follow religiously on a particular stock a. to see the impact of market movement b. read up the opinions of others and experts, c. have a sell/buy target in mind. What's yours?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234383600300032","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218784036774080,"gmtCreate":1694439793034,"gmtModify":1694439797661,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"&nbsp;insinuating a shorting environment?&nbsp;[Thinking]&nbsp;","listText":"&nbsp;insinuating a shorting environment?&nbsp;[Thinking]&nbsp;","text":"insinuating a shorting environment? [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218784036774080","repostId":"2365782363","repostType":2,"repost":{"id":"2365782363","kind":"highlight","pubTimestamp":1694415874,"share":"https://ttm.financial/m/news/2365782363?lang=&edition=fundamental","pubTime":"2023-09-11 15:04","market":"us","language":"en","title":"AMD: Downgrading To Sell, Only AI Fumes Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2365782363","media":"Seekingalpha","summary":"We are downgrading Advanced Micro Devices to a sell. We are now less optimistic about AMD because we think Wall Street expectations for AI revenue are too high.We expect AMD's AI GPU to lag behind Nvi","content":"<html><head></head><body><ul style=\"\"><li><p>We are downgrading Advanced Micro Devices to a sell. We are now less optimistic about AMD because we think Wall Street expectations for AI revenue are too high.</p></li><li><p>We expect AMD&#39;s AI GPU to lag behind Nvidia Corporation in a material way, and we now see a higher risk profile for the stock in the near-to-mid term.</p></li><li><p>Additionally, we also believe the industry spending shift to AI will have a negative effect on its data center CPU business.</p></li><li><p>We believe investors will soon come to the realization that AMD won&#39;t be the next Nvidia.</p></li><li><p>The stock is up 67% YTD, outperforming the S&amp;P 500 by 50%, and we recommend investors take profits and revisit the stock at a lower level.</p></li></ul><p>We&#39;re downgrading <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ: AMD) to a sell. We&#39;re less optimistic about AMD as we think Wall Street expectations for A.I. revenue are too high now and continue to expect AMD&#39;s A.I. GPU offerings to lag behind Nvidia Corporation (NVDA) after the global tech conferences this month. We see AMD underperforming into 2024 and recommend investors take advantage of the YTD rally and sell.</p><p>We expected investors to turn more positive on AMD due to signs of PC recovery and potential A.I. growth exposure. We now see our negative thesis playing out sooner than expected and see AMD underperforming A.I.-related revenue growth expectations. AMD is up 67% YTD, outperforming the S&amp;P 500 by around 50%. The stock is up 30% over the past six months but down 8% over the past month, underperforming the S&amp;P 500 (SP500), Intel Corporation (INTC), and NVDA. We think investors will wake up to the reality that AMD won&#39;t be the next NVDA soon and recommend exploring exit points out of the stock ahead.</p><p>The following graph outlines the stock&#39;s performance against the peer group and the S&amp;P 500 over the past month.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/166275191af0bb0252e808bc0dff1c78\" tg-width=\"635\" tg-height=\"484\"/></p><p>YCharts</p><p>AMD presented at the Deutsche Bank 2023 Technology Conference late last month and earlier this week at the Goldman Sachs Communacopia + Technology Conference - Management continued to push the narrative of A.I. growth exposure, mixed data center demand, and sequential recovery in the PC market. We think AMD has talked the talk so well that now A.I.-related expectations are too high, and AMD won&#39;t be able to keep up in 2H23. We expect AMD to underperform due to two factors: First, the company&#39;s A.I. GPU offerings are not the best in the market, and the majority of cloud customer dollars spent will favor NVDA, and second, AMD&#39;s CPU sales will likely be hurt by increased industry adoption of A.I. servers over traditional compute servers. We expect the capex optimization and industry spending shift to A.I. will have a negative effect on its data center CPU business.</p><p>Additionally, management comments in response to concerns about the &#34;shift in wallet share, if you will, away from traditional servers to acceleration&#34; were guarded, stating, &#34;Lots of workloads will continue to require CPUs. And general purpose compute will continue to be important.&#34; While this is true, under a limited cloud capex, we&#39;re seeing more non-A.I.-related cost cuts and expect this, combined with the higher ASP of A.I. servers, to harm AMD&#39;s data center business. The server total addressable market (&#34;TAM&#34;) for 2023 is expected to drop 17% Y/Y, but the A.I. server TAM is expanding rapidly.</p><p>The following graph outlines global historical server shipment volumes and forecasts.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4246044ee8b8eb53633ad330e3f4e9f3\" tg-width=\"640\" tg-height=\"476\"/></p><p>DigiTimes</p><h2 id=\"id_3659225498\">Not the next NVDA: Expectations are too high</h2><p>We think AMD won&#39;t be able to match NVDA&#39;s growth rate and continue to believe AMD&#39;s A.I. accelerator offerings, MI300 series (even with the release of MI300X), won&#39;t materially boost the company&#39;s A.I. revenues. We don&#39;t think AMD&#39;s MI300 A and X families will bring any differentiation versus their primary competitor. While we acknowledge AMD&#39;s diversified portfolio of GPUs, CPUs, and FPGAs, we don&#39;t expect the stock to experience outperformance in the near term.</p><h2 id=\"id_2294921812\">Valuation</h2><p>AMD is overvalued; the stock is trading at a high valuation but is underperforming the peer group in 2H23. The stock is trading at 7.6x EV/C2023 sales versus the peer group average of 5.9x. On a P/E basis, the stock is trading at 39.7x C2023 EPS $2.76 compared to the peer group average of 30.6x.</p><p>The following chart outlines AMD&#39;s valuation against the peer group.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80f08bc9c7c23f08a1c06bc85ef060b2\" tg-width=\"975\" tg-height=\"487\"/></p><p>TSP</p><h2 id=\"id_2799612391\">Word on Wall Street</h2><p>Wall Street maintains an overwhelming bullish sentiment on the stock. Of the 48 analysts covering the stock, 34 are buy-rate, 13 are hold-rated, and the remaining are sell-rated. We think Wall Street is slowly shifting away from the AMD A.I. growth story, but the stock is currently a favorite in the semi space due to hopes of rivaling NVDA.</p><p>The stock is currently priced at $109 per share. The median sell-side price target is $140, while the mean is $138, with a potential upside of 26-28%.</p><p>The following charts outline AMD&#39;s sell-side ratings and price targets.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1af7ecb779be0092f4625e94d406c086\" tg-width=\"560\" tg-height=\"273\"/></p><p>TSP</p><h2 id=\"id_2651909471\">What to do with the stock</h2><p>We&#39;re downgrading AMD stock to a sell. We now see a higher risk profile for Advanced Micro Devices, Inc. into 2024; Wall Street expectations for A.I. revenue are too high for AMD. Additionally, we believe the industry spending shift to A.I. will have a negative impact on the data center CPU business. We recommend investors take advantage of the YTD rally and take profits at current levels.</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>AMD: Downgrading To Sell, Only AI Fumes Here</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\">\nAMD: Downgrading To Sell, Only AI Fumes Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-11 15:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4633963-amd-downgrading-to-sell-only-ai-fumes-here><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We are downgrading Advanced Micro Devices to a sell. We are now less optimistic about AMD because we think Wall Street expectations for AI revenue are too high.We expect AMD's AI GPU to lag behind ...</p>\n\n<a href=\"https://seekingalpha.com/article/4633963-amd-downgrading-to-sell-only-ai-fumes-here\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4633963-amd-downgrading-to-sell-only-ai-fumes-here","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2365782363","content_text":"We are downgrading Advanced Micro Devices to a sell. We are now less optimistic about AMD because we think Wall Street expectations for AI revenue are too high.We expect AMD's AI GPU to lag behind Nvidia Corporation in a material way, and we now see a higher risk profile for the stock in the near-to-mid term.Additionally, we also believe the industry spending shift to AI will have a negative effect on its data center CPU business.We believe investors will soon come to the realization that AMD won't be the next Nvidia.The stock is up 67% YTD, outperforming the S&P 500 by 50%, and we recommend investors take profits and revisit the stock at a lower level.We're downgrading Advanced Micro Devices, Inc. (NASDAQ: AMD) to a sell. We're less optimistic about AMD as we think Wall Street expectations for A.I. revenue are too high now and continue to expect AMD's A.I. GPU offerings to lag behind Nvidia Corporation (NVDA) after the global tech conferences this month. We see AMD underperforming into 2024 and recommend investors take advantage of the YTD rally and sell.We expected investors to turn more positive on AMD due to signs of PC recovery and potential A.I. growth exposure. We now see our negative thesis playing out sooner than expected and see AMD underperforming A.I.-related revenue growth expectations. AMD is up 67% YTD, outperforming the S&P 500 by around 50%. The stock is up 30% over the past six months but down 8% over the past month, underperforming the S&P 500 (SP500), Intel Corporation (INTC), and NVDA. We think investors will wake up to the reality that AMD won't be the next NVDA soon and recommend exploring exit points out of the stock ahead.The following graph outlines the stock's performance against the peer group and the S&P 500 over the past month.YChartsAMD presented at the Deutsche Bank 2023 Technology Conference late last month and earlier this week at the Goldman Sachs Communacopia + Technology Conference - Management continued to push the narrative of A.I. growth exposure, mixed data center demand, and sequential recovery in the PC market. We think AMD has talked the talk so well that now A.I.-related expectations are too high, and AMD won't be able to keep up in 2H23. We expect AMD to underperform due to two factors: First, the company's A.I. GPU offerings are not the best in the market, and the majority of cloud customer dollars spent will favor NVDA, and second, AMD's CPU sales will likely be hurt by increased industry adoption of A.I. servers over traditional compute servers. We expect the capex optimization and industry spending shift to A.I. will have a negative effect on its data center CPU business.Additionally, management comments in response to concerns about the \"shift in wallet share, if you will, away from traditional servers to acceleration\" were guarded, stating, \"Lots of workloads will continue to require CPUs. And general purpose compute will continue to be important.\" While this is true, under a limited cloud capex, we're seeing more non-A.I.-related cost cuts and expect this, combined with the higher ASP of A.I. servers, to harm AMD's data center business. The server total addressable market (\"TAM\") for 2023 is expected to drop 17% Y/Y, but the A.I. server TAM is expanding rapidly.The following graph outlines global historical server shipment volumes and forecasts.DigiTimesNot the next NVDA: Expectations are too highWe think AMD won't be able to match NVDA's growth rate and continue to believe AMD's A.I. accelerator offerings, MI300 series (even with the release of MI300X), won't materially boost the company's A.I. revenues. We don't think AMD's MI300 A and X families will bring any differentiation versus their primary competitor. While we acknowledge AMD's diversified portfolio of GPUs, CPUs, and FPGAs, we don't expect the stock to experience outperformance in the near term.ValuationAMD is overvalued; the stock is trading at a high valuation but is underperforming the peer group in 2H23. The stock is trading at 7.6x EV/C2023 sales versus the peer group average of 5.9x. On a P/E basis, the stock is trading at 39.7x C2023 EPS $2.76 compared to the peer group average of 30.6x.The following chart outlines AMD's valuation against the peer group.TSPWord on Wall StreetWall Street maintains an overwhelming bullish sentiment on the stock. Of the 48 analysts covering the stock, 34 are buy-rate, 13 are hold-rated, and the remaining are sell-rated. We think Wall Street is slowly shifting away from the AMD A.I. growth story, but the stock is currently a favorite in the semi space due to hopes of rivaling NVDA.The stock is currently priced at $109 per share. The median sell-side price target is $140, while the mean is $138, with a potential upside of 26-28%.The following charts outline AMD's sell-side ratings and price targets.TSPWhat to do with the stockWe're downgrading AMD stock to a sell. We now see a higher risk profile for Advanced Micro Devices, Inc. into 2024; Wall Street expectations for A.I. revenue are too high for AMD. Additionally, we believe the industry spending shift to A.I. will have a negative impact on the data center CPU business. We recommend investors take advantage of the YTD rally and take profits at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216996442304640,"gmtCreate":1693985396490,"gmtModify":1693985402356,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Welp, not sure if I can keep to long term, I'm only looking at current and it's good.","listText":"Welp, not sure if I can keep to long term, I'm only looking at current and it's good.","text":"Welp, not sure if I can keep to long term, I'm only looking at current and it's good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216996442304640","repostId":"2365424052","repostType":2,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202586143551704,"gmtCreate":1690498200551,"gmtModify":1690498204519,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Nice article would you like to share?&nbsp;","listText":"Nice article would you like to share?&nbsp;","text":"Nice article would you like to share?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202586143551704","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949440360,"gmtCreate":1678849841650,"gmtModify":1678849845318,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949440360","repostId":"9949457797","repostType":1,"repost":{"id":9949457797,"gmtCreate":1678849633419,"gmtModify":1678849637442,"author":{"id":"9000000000000695","authorId":"9000000000000695","name":"BaronLyly","avatar":"https://static.tigerbbs.com/2002537f0b7be973a9a9a72fea618459","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000695","authorIdStr":"9000000000000695"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SI\">$Silvergate Capital(SI)$</a> SI should reverse liquidation instead and tap the funds instead. That would make it a long term success.&nbsp;I wish I bought moreI mean it's so obvious it's simple.The liquidation value of the company is over $10/share. Elon Musk couldn't even screw it up now. Momentum carried it to a 99% loss with 80% float in on the short action. That's over. It's equalizing and everyone knows what comes next. Short gotta cover because their shares they owe back are worth $10+In all honesty, if SI failed it would have been last Friday. 100%. Now I am 98% sure it’s not going to fail.&nbsp;It will just be a lone wolf penny stock for at least 3-4 years until history forgets and they redeem themselves","listText":"<a href=\"https://ttm.financial/S/SI\">$Silvergate Capital(SI)$</a> SI should reverse liquidation instead and tap the funds instead. That would make it a long term success.&nbsp;I wish I bought moreI mean it's so obvious it's simple.The liquidation value of the company is over $10/share. Elon Musk couldn't even screw it up now. Momentum carried it to a 99% loss with 80% float in on the short action. That's over. It's equalizing and everyone knows what comes next. Short gotta cover because their shares they owe back are worth $10+In all honesty, if SI failed it would have been last Friday. 100%. Now I am 98% sure it’s not going to fail.&nbsp;It will just be a lone wolf penny stock for at least 3-4 years until history forgets and they redeem themselves","text":"$Silvergate Capital(SI)$ SI should reverse liquidation instead and tap the funds instead. That would make it a long term success. I wish I bought moreI mean it's so obvious it's simple.The liquidation value of the company is over $10/share. Elon Musk couldn't even screw it up now. Momentum carried it to a 99% loss with 80% float in on the short action. That's over. It's equalizing and everyone knows what comes next. Short gotta cover because their shares they owe back are worth $10+In all honesty, if SI failed it would have been last Friday. 100%. Now I am 98% sure it’s not going to fail. It will just be a lone wolf penny stock for at least 3-4 years until history forgets and they redeem themselves","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949457797","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050052986,"gmtCreate":1654122241645,"gmtModify":1676535395316,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Oorm","listText":"Oorm","text":"Oorm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050052986","repostId":"2240041985","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085106474,"gmtCreate":1650667900698,"gmtModify":1676534771835,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085106474","repostId":"9082194155","repostType":1,"repost":{"id":9082194155,"gmtCreate":1650535684615,"gmtModify":1676534746473,"author":{"id":"3527667602250954","authorId":"3527667602250954","name":"TigerTalks","avatar":"https://static.tigerbbs.com/6d0224a45a40df8a325c03820c17dd2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667602250954","authorIdStr":"3527667602250954"},"themes":[],"title":"[SG] 7 Interesting Stock Ideas for April 2022","htmlText":"Reposted&nbsp;from&nbsp;<a href=\"https://www.smallcapasia.com/sg-7-interesting-stock-ideas-for-april-2022-2\" target=\"_blank\">www.smallcapasia.com</a> March has passed by in the blink of an eye. The seemingly never-ending war is still ongoing and has caused upheaval in both the stocks and commodities market. Oil has breached the USD 100 per barrel mark and NASDAQ was once in correction territory. The market has since recovered with spouts of good news from Ukraine and Russia. The silver lining is that many countries are opening up, leading to a recovery in global economies again despite the lingering inflation fears. Here are 7 interesting stock ideas that you can keep a lookout for. Stock Idea #1&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.</a>","listText":"Reposted&nbsp;from&nbsp;<a href=\"https://www.smallcapasia.com/sg-7-interesting-stock-ideas-for-april-2022-2\" target=\"_blank\">www.smallcapasia.com</a> March has passed by in the blink of an eye. The seemingly never-ending war is still ongoing and has caused upheaval in both the stocks and commodities market. Oil has breached the USD 100 per barrel mark and NASDAQ was once in correction territory. The market has since recovered with spouts of good news from Ukraine and Russia. The silver lining is that many countries are opening up, leading to a recovery in global economies again despite the lingering inflation fears. Here are 7 interesting stock ideas that you can keep a lookout for. Stock Idea #1&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.</a>","text":"Reposted from www.smallcapasia.com March has passed by in the blink of an eye. The seemingly never-ending war is still ongoing and has caused upheaval in both the stocks and commodities market. Oil has breached the USD 100 per barrel mark and NASDAQ was once in correction territory. The market has since recovered with spouts of good news from Ukraine and Russia. The silver lining is that many countries are opening up, leading to a recovery in global economies again despite the lingering inflation fears. Here are 7 interesting stock ideas that you can keep a lookout for. Stock Idea #1 $SINGAPORE EXCHANGE LIMITED(S68.","images":[{"img":"https://community-static.tradeup.com/news/7fa59de8e093920bb78c7a7ae2fb075c","width":"1000","height":"668"},{"img":"https://community-static.tradeup.com/news/ec255afe33e3ebda7c1886b47d414bc6","width":"339","height":"149"},{"img":"https://community-static.tradeup.com/news/4b18f69bd73b133b0cad88e585a7cc03","width":"276","height":"183"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082194155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085106946,"gmtCreate":1650667854623,"gmtModify":1676534771826,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085106946","repostId":"2229168533","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031762572,"gmtCreate":1646671777511,"gmtModify":1676534149240,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Noo...&nbsp;","listText":"Noo...&nbsp;","text":"Noo...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031762572","repostId":"1145722807","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098962885,"gmtCreate":1644011234601,"gmtModify":1676533880543,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098962885","repostId":"1130518941","repostType":4,"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099129608,"gmtCreate":1643323742237,"gmtModify":1676533803236,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099129608","repostId":"1171086965","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002726815,"gmtCreate":1642112472627,"gmtModify":1676533681031,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002726815","repostId":"1105224732","repostType":4,"repost":{"id":"1105224732","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642086896,"share":"https://ttm.financial/m/news/1105224732?lang=&edition=fundamental","pubTime":"2022-01-13 23:14","market":"us","language":"en","title":"Airline stocks jumped in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1105224732","media":"Tiger Newspress","summary":"Airline stocks jumped in morning trading. Delta Air Lines,Southwest Airlines,United Continental and ","content":"<html><head></head><body><p>Airline stocks jumped in morning trading. <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>,<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>,<a href=\"https://laohu8.com/S/UAL\">United Continental</a> and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a> rose between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/5337c1fa70a52ef20ee586624787937c\" tg-width=\"1080\" tg-height=\"1915\" referrerpolicy=\"no-referrer\"/></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>Airline stocks jumped in morning trading</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{ 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}\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\">\nAirline stocks jumped in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-13 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Airline stocks jumped in morning trading. <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>,<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>,<a href=\"https://laohu8.com/S/UAL\">United Continental</a> and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a> rose between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/5337c1fa70a52ef20ee586624787937c\" tg-width=\"1080\" tg-height=\"1915\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","AAL":"美国航空","BK4008":"航空公司","UAL":"联合大陆航空","BK4500":"航空公司","LUV":"西南航空","DAL":"达美航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105224732","content_text":"Airline stocks jumped in morning trading. Delta Air Lines,Southwest Airlines,United Continental and American Airlines rose between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002268479,"gmtCreate":1642030053311,"gmtModify":1676533672675,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002268479","repostId":"1181925025","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002357445,"gmtCreate":1641938334726,"gmtModify":1676533662704,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002357445","repostId":"2202789402","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006788580,"gmtCreate":1641853119250,"gmtModify":1676533653271,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006788580","repostId":"1111707801","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006537384,"gmtCreate":1641779825716,"gmtModify":1676533647536,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006537384","repostId":"1197577918","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9006537384,"gmtCreate":1641779825716,"gmtModify":1676533647536,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006537384","repostId":"1197577918","repostType":4,"repost":{"id":"1197577918","kind":"news","pubTimestamp":1641776133,"share":"https://ttm.financial/m/news/1197577918?lang=&edition=fundamental","pubTime":"2022-01-10 08:55","market":"us","language":"en","title":"Asia shares subdued before U.S. inflation test","url":"https://stock-news.laohu8.com/highlight/detail?id=1197577918","media":"Reuters","summary":"Asian share markets were muted on Monday as investors count down to another U.S. inflation reading t","content":"<html><head></head><body><p>Asian share markets were muted on Monday as investors count down to another U.S. inflation reading that could well set the seal on an early rate hike from the Federal Reserve, lifting bond yields and punishing tech stocks.</p><p>The explosion in coronavirus cases globally also threatens to crimp consumer spending and growth just as the Fed is considering turning off the liquidity spigots, tough timing for markets addicted to endless cheap money.</p><p>Early market action was thus cautious with S&amp;P 500 futures off 0.2% and Nasdaq futures 0.1%.</p><p>MSCI&#39;s broadest index of Asia-Pacific shares outside Japan was near flat, while South Korea lost 0.7%. Japan&#39;s Nikkei held steady for now, after falling 1.0% last week.</p><p>Analysts fear the U.S. consumer price report on Wednesday will show core inflation climbing to its highest in decades at 5.4% and usher in a rate rise as soon as March.</p><p>While the December payrolls number did miss forecasts, the drop in the jobless rate to just 3.9% and strength in wages suggested the economy was running short of workers.</p><p>&#34;It was consistent with the Fed&#39;s evolving view that the labour market is getting close to or is already at maximum employment with wage pressures building,&#34; said analysts at NatWest Markets.</p><p>&#34;This should add to speculation about a March hike, and we have pulled our expectation for the Fed&#39;s lift-off to occur in March instead of June.&#34;</p><p>A raft of Fed officials will be out to offer their latest thinking this week, including Chair Jerome Powell and Governor Lael Brainard who face confirmation hearings.</p><p>Markets quickly shifted to reflect the risks with futures implying a greater than 70% chance of a rise to 0.25% in March and at least two more hikes by year end.</p><p>Technology and growth stocks tumbled as investors switched to banks and energy firms, while bonds took a beating.</p><p>Yields on 10-year U.S. Treasury notes were near highs last seen in early 2020 at 1.765%, having shot up 25 basis points last week in their biggest move since late 2019. The next chart target is the 1.95/1.97% area. [U/S]</p><p>&#34;We think that the increase in long-dated Treasury yields has further to run,&#34; said Nicholas Farr, an economist at Capital Economics.</p><p>&#34;Markets may still be underestimating how far the federal funds rate will rise in the next few years, so our forecast is for the 10-year yield to rise by around another 50bp, to 2.25%, by the end of 2023.&#34;</p><p>The Fed&#39;s hawkish shift has tended to benefit the U.S. dollar, though it ran into profit taking on Friday after the payrolls report failed to meet the market&#39;s lofty expectations.</p><p>The dollar index was flat at 95.764, after falling 0.5% on Friday, but has support at 95.568.</p><p>The euro bounced to $1.1354, leaving it near the top of the recent $1.1184/1.1382 trading range. The Japanese yen got a break from its recent bear run to stand at 115.64, as the dollar faded from last week&#39;s 116.34 peak.</p><p>In commodity markets, gold was a shade firmer at $1,795 an ounce but short of its January top at $1,831.</p><p>Oil prices eased in early trade, having climbed 5% last week helped in part by supply disruptions from the unrest in Kazakhstan and outages in Libya. [O/R]</p><p>Brent fell 28 cents to $81.47 a barrel, while U.S. crude lost 36 cents to $78.54.</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>Asia shares subdued before U.S. inflation test</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\">\nAsia shares subdued before U.S. inflation test\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/asia-shares-subdued-u-inflation-003623858.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Asian share markets were muted on Monday as investors count down to another U.S. inflation reading that could well set the seal on an early rate hike from the Federal Reserve, lifting bond yields and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/asia-shares-subdued-u-inflation-003623858.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/asia-shares-subdued-u-inflation-003623858.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197577918","content_text":"Asian share markets were muted on Monday as investors count down to another U.S. inflation reading that could well set the seal on an early rate hike from the Federal Reserve, lifting bond yields and punishing tech stocks.The explosion in coronavirus cases globally also threatens to crimp consumer spending and growth just as the Fed is considering turning off the liquidity spigots, tough timing for markets addicted to endless cheap money.Early market action was thus cautious with S&P 500 futures off 0.2% and Nasdaq futures 0.1%.MSCI's broadest index of Asia-Pacific shares outside Japan was near flat, while South Korea lost 0.7%. Japan's Nikkei held steady for now, after falling 1.0% last week.Analysts fear the U.S. consumer price report on Wednesday will show core inflation climbing to its highest in decades at 5.4% and usher in a rate rise as soon as March.While the December payrolls number did miss forecasts, the drop in the jobless rate to just 3.9% and strength in wages suggested the economy was running short of workers.\"It was consistent with the Fed's evolving view that the labour market is getting close to or is already at maximum employment with wage pressures building,\" said analysts at NatWest Markets.\"This should add to speculation about a March hike, and we have pulled our expectation for the Fed's lift-off to occur in March instead of June.\"A raft of Fed officials will be out to offer their latest thinking this week, including Chair Jerome Powell and Governor Lael Brainard who face confirmation hearings.Markets quickly shifted to reflect the risks with futures implying a greater than 70% chance of a rise to 0.25% in March and at least two more hikes by year end.Technology and growth stocks tumbled as investors switched to banks and energy firms, while bonds took a beating.Yields on 10-year U.S. Treasury notes were near highs last seen in early 2020 at 1.765%, having shot up 25 basis points last week in their biggest move since late 2019. The next chart target is the 1.95/1.97% area. [U/S]\"We think that the increase in long-dated Treasury yields has further to run,\" said Nicholas Farr, an economist at Capital Economics.\"Markets may still be underestimating how far the federal funds rate will rise in the next few years, so our forecast is for the 10-year yield to rise by around another 50bp, to 2.25%, by the end of 2023.\"The Fed's hawkish shift has tended to benefit the U.S. dollar, though it ran into profit taking on Friday after the payrolls report failed to meet the market's lofty expectations.The dollar index was flat at 95.764, after falling 0.5% on Friday, but has support at 95.568.The euro bounced to $1.1354, leaving it near the top of the recent $1.1184/1.1382 trading range. The Japanese yen got a break from its recent bear run to stand at 115.64, as the dollar faded from last week's 116.34 peak.In commodity markets, gold was a shade firmer at $1,795 an ounce but short of its January top at $1,831.Oil prices eased in early trade, having climbed 5% last week helped in part by supply disruptions from the unrest in Kazakhstan and outages in Libya. [O/R]Brent fell 28 cents to $81.47 a barrel, while U.S. crude lost 36 cents to $78.54.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002726815,"gmtCreate":1642112472627,"gmtModify":1676533681031,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002726815","repostId":"1105224732","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098962885,"gmtCreate":1644011234601,"gmtModify":1676533880543,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098962885","repostId":"1130518941","repostType":4,"repost":{"id":"1130518941","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643986229,"share":"https://ttm.financial/m/news/1130518941?lang=&edition=fundamental","pubTime":"2022-02-04 22:50","market":"us","language":"en","title":"Alibaba Once Slid Nearly 3% in Morning Trading after Registering Additional 1 Billion ADSs","url":"https://stock-news.laohu8.com/highlight/detail?id=1130518941","media":"Tiger Newspress","summary":"Alibaba once slid nearly 3% in morning trading after registering additional 1 billion ADSs. Alibaba ","content":"<html><head></head><body><p>Alibaba once slid nearly 3% in morning trading after registering additional 1 billion ADSs.</p><p> <img src=\"https://static.tigerbbs.com/9da558de3b12a17503d06ce11487b762\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\"/></p><p>Alibaba Group Files Form F-6 To Register Additional 1B ADSs; Each Share Representing 8 Ordinary Shares Of Corporation.</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>Alibaba Once Slid Nearly 3% in Morning Trading after Registering Additional 1 Billion ADSs</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\">\nAlibaba Once Slid Nearly 3% in Morning Trading after Registering Additional 1 Billion ADSs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-04 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba once slid nearly 3% in morning trading after registering additional 1 billion ADSs.</p><p> <img src=\"https://static.tigerbbs.com/9da558de3b12a17503d06ce11487b762\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\"/></p><p>Alibaba Group Files Form F-6 To Register Additional 1B ADSs; Each Share Representing 8 Ordinary Shares Of Corporation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130518941","content_text":"Alibaba once slid nearly 3% in morning trading after registering additional 1 billion ADSs. Alibaba Group Files Form F-6 To Register Additional 1B ADSs; Each Share Representing 8 Ordinary Shares Of Corporation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006692691,"gmtCreate":1641700862653,"gmtModify":1676533641355,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006692691","repostId":"1162390026","repostType":4,"repost":{"id":"1162390026","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641696483,"share":"https://ttm.financial/m/news/1162390026?lang=&edition=fundamental","pubTime":"2022-01-09 10:48","market":"us","language":"en","title":"EV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1162390026","media":"Benzinga","summary":"EV stocks ended mixed in the week endingJan. 7, with market leaderTesla, Inc.giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came un","content":"<html><head></head><body><p>EV stocks ended mixed in the week ending Jan. 7, with market leader <b>Tesla, Inc.</b> giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.</p><p><img src=\"https://static.tigerbbs.com/6f8051d875dd9558f369ccfb9c910ddc\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:</b>Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.</p><p>CEO <b>Elon Musk</b> announced through Twitter, Tesla&#39;s full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.</p><p>Cathie Wood&#39;s Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.</p><p><b>Nikola Amid Positive News Flow:</b>Embattled EV maker <b>Nikola Corporation</b> had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.</p><p>Nikola signed a letter of intent with <b>Saia, Inc.</b> to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola&#39;s sales and service dealer network.</p><p><b>Rivian Rocked By Partner Amazon&#39;s Stellantis Deal:</b>Rivianwas among the worst performing EV stocks of the week after <b>Stellantis N.V.</b> announced <b>Amazon, Inc.</b> would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company&#39;s largest customer.</p><p><b>GM Debuts Silverado Pickup Truck:</b>Taking another step forward in its EV transitioning,<b>General Motors Corporation</b> launched the EV version of its Silverado ICE truck that is built on the company&#39;s Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as <b>Ford Motor Company&#39;s</b> F-150 Lightning Electric Truck.</p><p><b>Sony&#39;s EV Ambition:</b>Japanese consumer electronics giant <b>Sony Group Corporation</b> announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.</p><p><b>Fisker&#39;s Ocean SUV to Have Digital-Imaging 4D Radar System:</b>Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle&#39;s advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver&#39;s behaviors.</p><p>Meanwhile, CEO <b>Henrik Fisker</b> said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/88b2fe73c8d4fae61ebf4475848bb460\" tg-width=\"395\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></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 Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More</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 Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-09 10:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks ended mixed in the week ending Jan. 7, with market leader <b>Tesla, Inc.</b> giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.</p><p><img src=\"https://static.tigerbbs.com/6f8051d875dd9558f369ccfb9c910ddc\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:</b>Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.</p><p>CEO <b>Elon Musk</b> announced through Twitter, Tesla&#39;s full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.</p><p>Cathie Wood&#39;s Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.</p><p><b>Nikola Amid Positive News Flow:</b>Embattled EV maker <b>Nikola Corporation</b> had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.</p><p>Nikola signed a letter of intent with <b>Saia, Inc.</b> to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola&#39;s sales and service dealer network.</p><p><b>Rivian Rocked By Partner Amazon&#39;s Stellantis Deal:</b>Rivianwas among the worst performing EV stocks of the week after <b>Stellantis N.V.</b> announced <b>Amazon, Inc.</b> would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company&#39;s largest customer.</p><p><b>GM Debuts Silverado Pickup Truck:</b>Taking another step forward in its EV transitioning,<b>General Motors Corporation</b> launched the EV version of its Silverado ICE truck that is built on the company&#39;s Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as <b>Ford Motor Company&#39;s</b> F-150 Lightning Electric Truck.</p><p><b>Sony&#39;s EV Ambition:</b>Japanese consumer electronics giant <b>Sony Group Corporation</b> announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.</p><p><b>Fisker&#39;s Ocean SUV to Have Digital-Imaging 4D Radar System:</b>Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle&#39;s advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver&#39;s behaviors.</p><p>Meanwhile, CEO <b>Henrik Fisker</b> said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/88b2fe73c8d4fae61ebf4475848bb460\" tg-width=\"395\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STLA":"Stellantis NV","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","SONY":"索尼","NKLA":"Nikola Corporation","FSR":"菲斯克","GM":"通用汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162390026","content_text":"EV stocks ended mixed in the week ending Jan. 7, with market leader Tesla, Inc. giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.Here are the key events that happened in the EV space during the week:Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.CEO Elon Musk announced through Twitter, Tesla's full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.Cathie Wood's Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.Nikola Amid Positive News Flow:Embattled EV maker Nikola Corporation had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.Nikola signed a letter of intent with Saia, Inc. to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola's sales and service dealer network.Rivian Rocked By Partner Amazon's Stellantis Deal:Rivianwas among the worst performing EV stocks of the week after Stellantis N.V. announced Amazon, Inc. would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company's largest customer.GM Debuts Silverado Pickup Truck:Taking another step forward in its EV transitioning,General Motors Corporation launched the EV version of its Silverado ICE truck that is built on the company's Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as Ford Motor Company's F-150 Lightning Electric Truck.Sony's EV Ambition:Japanese consumer electronics giant Sony Group Corporation announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.Fisker's Ocean SUV to Have Digital-Imaging 4D Radar System:Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle's advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver's behaviors.Meanwhile, CEO Henrik Fisker said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.EV Stock Performances for The Week:","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085106946,"gmtCreate":1650667854623,"gmtModify":1676534771826,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085106946","repostId":"2229168533","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031762572,"gmtCreate":1646671777511,"gmtModify":1676534149240,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Noo...&nbsp;","listText":"Noo...&nbsp;","text":"Noo...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031762572","repostId":"1145722807","repostType":4,"repost":{"id":"1145722807","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646643849,"share":"https://ttm.financial/m/news/1145722807?lang=&edition=fundamental","pubTime":"2022-03-07 17:04","market":"us","language":"en","title":"Hot Chinese ADRs Tumbled in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1145722807","media":"Tiger Newspress","summary":"Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.","content":"<html><head></head><body><p>Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.<img src=\"https://static.tigerbbs.com/2abbb23f70f0de4aff6499423d1f0cc2\" tg-width=\"332\" tg-height=\"601\" width=\"100%\" height=\"auto\"/></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>Hot Chinese ADRs Tumbled in Premarket Trading</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\">\nHot Chinese ADRs Tumbled in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-07 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.<img src=\"https://static.tigerbbs.com/2abbb23f70f0de4aff6499423d1f0cc2\" tg-width=\"332\" tg-height=\"601\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145722807","content_text":"Hot Chinese ADRs tumbled in premarket trading, with Alibaba falling 2% and Bilibili falling over 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002268479,"gmtCreate":1642030053311,"gmtModify":1676533672675,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002268479","repostId":"1181925025","repostType":4,"repost":{"id":"1181925025","kind":"news","pubTimestamp":1642029703,"share":"https://ttm.financial/m/news/1181925025?lang=&edition=fundamental","pubTime":"2022-01-13 07:21","market":"us","language":"en","title":"AMC Chief is 'In' after Selling Latest $7 Million in Company Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1181925025","media":"Seeking Alpha","summary":"AMC Entertainment(NYSE:AMC)CEO Adam Aron disclosed the sale of another tranche of his company stock ","content":"<html><head></head><body><ul><li>AMC Entertainment(NYSE:AMC)CEO Adam Aron disclosed the sale of another tranche of his company stock - what he says is thelast of the planned sales he previewed last August - and now says &#34;I am in!&#34;</li><li>In anSEC filing, the company notes Aron sold another 312,500 shares as part of his Rule 10b5-1 prearranged trading plan. At an average sale price of $22.846, that meant proceeds of $7.14 million.</li><li>Shares are down 0.8% after hours.</li><li>The moves leave him with current beneficial ownership of 205,086 shares, about $4.66 million worth at today&#39;s price. But he still has many more shares vesting.</li><li>&#34;Back in August, I said that at age 67 I’d sell some AMC shares toward year-end, all trading decisions out of my hands, under guidelines of a Chase 10-b-5-1 plan spread over 3 months,&#34; he now tweets.</li><li>&#34;Those sales are now all finished. I STILL OWN OR PLAN TO VEST IN 2,302,760 AMC SHARES. I am in!&#34;</li><li>Aron has sold some $40 million shares since he said in the Aug. 9 earnings call that he hadn&#39;t sold shares through the stock&#39;s &#34;incredible&#34; run, but given that he was 67,for estate planning he would start selling shares in December 2021.</li></ul></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>AMC Chief is 'In' after Selling Latest $7 Million in Company Stock</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\">\nAMC Chief is 'In' after Selling Latest $7 Million in Company Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3787705-amc-chief-is-in-after-selling-latest-7-million-in-company-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment(NYSE:AMC)CEO Adam Aron disclosed the sale of another tranche of his company stock - what he says is thelast of the planned sales he previewed last August - and now says \"I am in!\"In ...</p>\n\n<a href=\"https://seekingalpha.com/news/3787705-amc-chief-is-in-after-selling-latest-7-million-in-company-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://seekingalpha.com/news/3787705-amc-chief-is-in-after-selling-latest-7-million-in-company-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181925025","content_text":"AMC Entertainment(NYSE:AMC)CEO Adam Aron disclosed the sale of another tranche of his company stock - what he says is thelast of the planned sales he previewed last August - and now says \"I am in!\"In anSEC filing, the company notes Aron sold another 312,500 shares as part of his Rule 10b5-1 prearranged trading plan. At an average sale price of $22.846, that meant proceeds of $7.14 million.Shares are down 0.8% after hours.The moves leave him with current beneficial ownership of 205,086 shares, about $4.66 million worth at today's price. But he still has many more shares vesting.\"Back in August, I said that at age 67 I’d sell some AMC shares toward year-end, all trading decisions out of my hands, under guidelines of a Chase 10-b-5-1 plan spread over 3 months,\" he now tweets.\"Those sales are now all finished. I STILL OWN OR PLAN TO VEST IN 2,302,760 AMC SHARES. I am in!\"Aron has sold some $40 million shares since he said in the Aug. 9 earnings call that he hadn't sold shares through the stock's \"incredible\" run, but given that he was 67,for estate planning he would start selling shares in December 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006788580,"gmtCreate":1641853119250,"gmtModify":1676533653271,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006788580","repostId":"1111707801","repostType":4,"repost":{"id":"1111707801","kind":"news","pubTimestamp":1641828580,"share":"https://ttm.financial/m/news/1111707801?lang=&edition=fundamental","pubTime":"2022-01-10 23:29","market":"fut","language":"en","title":"Bitcoin price tests $40,000, ethereum hovers near $3,000 level again","url":"https://stock-news.laohu8.com/highlight/detail?id=1111707801","media":"finance.yahoo","summary":"Bitcoin (BTC-USD) and Ethereum (ETH-USD) are tumbling in what has been an ugly start to the year for cryptocurrencies.Bitcoin, the largest digital cryptocurrency, has extended its slide to fall to as ","content":"<html><head></head><body><p>Bitcoin (BTC-USD) and Ethereum (ETH-USD) are tumbling in what has been an ugly start to the year for cryptocurrencies.</p><p>Bitcoin, the largest digital cryptocurrency, has extended its slide to fall to as far as $39,558 Monday morning, dipping below the crucial $40,000 level for the first time since September 2021.</p><p><img src=\"https://static.tigerbbs.com/c9509b0e1a6f899fe49c185a04985ccc\" tg-width=\"778\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>Meanwhile, ethereum — the second-largest digital coin — slumped 2.76% to $3,020.16 after briefly dropping below the key $3,000 level.</p><p>The sell-off in crypto comes amid concerns over potential rate hikes by the Federal Reserve as soon as this quarter that has rocked the broader markets since last week as investors began dumping risky assets.</p><p>&#34;The minutes from the Fed have increased expectations that the central bank of the world’s largest economy will now move faster to raise interest rates to fight soaring inflation,” saidNigel Green, chief executive and founder of deVere Group.“As a result, there’s been a knee-jerk sell-off on Wall Street and the crypto market as it is perceived by some traders that such a move puts at risk the liquidity that has benefitted many asset classes, including bitcoin.”</p><p>Bitcoin has now lost about one-third of its value since its all-time high of $67,000 in November 2021 —marking its worst start to the year for the token since 2012.</p></body></html>","source":"lsy1612507957220","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>Bitcoin price tests $40,000, ethereum hovers near $3,000 level again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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\">\nBitcoin price tests $40,000, ethereum hovers near $3,000 level again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bitcoin-price-tests-40000-ethereum-hovers-near-3000-level-again-152337365.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin (BTC-USD) and Ethereum (ETH-USD) are tumbling in what has been an ugly start to the year for cryptocurrencies.Bitcoin, the largest digital cryptocurrency, has extended its slide to fall to as ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bitcoin-price-tests-40000-ethereum-hovers-near-3000-level-again-152337365.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BITO":"ProShares Bitcoin ETF"},"source_url":"https://finance.yahoo.com/news/bitcoin-price-tests-40000-ethereum-hovers-near-3000-level-again-152337365.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111707801","content_text":"Bitcoin (BTC-USD) and Ethereum (ETH-USD) are tumbling in what has been an ugly start to the year for cryptocurrencies.Bitcoin, the largest digital cryptocurrency, has extended its slide to fall to as far as $39,558 Monday morning, dipping below the crucial $40,000 level for the first time since September 2021.Meanwhile, ethereum — the second-largest digital coin — slumped 2.76% to $3,020.16 after briefly dropping below the key $3,000 level.The sell-off in crypto comes amid concerns over potential rate hikes by the Federal Reserve as soon as this quarter that has rocked the broader markets since last week as investors began dumping risky assets.\"The minutes from the Fed have increased expectations that the central bank of the world’s largest economy will now move faster to raise interest rates to fight soaring inflation,” saidNigel Green, chief executive and founder of deVere Group.“As a result, there’s been a knee-jerk sell-off on Wall Street and the crypto market as it is perceived by some traders that such a move puts at risk the liquidity that has benefitted many asset classes, including bitcoin.”Bitcoin has now lost about one-third of its value since its all-time high of $67,000 in November 2021 —marking its worst start to the year for the token since 2012.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099129608,"gmtCreate":1643323742237,"gmtModify":1676533803236,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099129608","repostId":"1171086965","repostType":4,"repost":{"id":"1171086965","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger 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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>Douyu Jumped 6% in Morning Trading</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{ 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{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\">\nDouyu Jumped 6% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.<img src=\"https://static.tigerbbs.com/494a92bc87335432ab045cbdaddfdc7b\" tg-width=\"1119\" tg-height=\"766\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","DOYU":"斗鱼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171086965","content_text":"Douyu jumped 6% in morning trading. Tencent Holdings Ltd(0700.HK)plans to take DouYu private amid disagreements over strategy among executives at the Chinese videogame streaming firm, two people with direct knowledge of the matter said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002357445,"gmtCreate":1641938334726,"gmtModify":1676533662704,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002357445","repostId":"2202789402","repostType":4,"repost":{"id":"2202789402","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow 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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed may start shrinking its balance sheet this year, says Powell</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed may start shrinking its balance sheet this year, says Powell\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-11 23:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fed&#39;s Powell: Fed may start shrinking its balance sheet this year. High inflation will last &#39;well into the middle of this year&#39;.Omicron may cause a pause in growth but &#39;it should be short-lived&#39;.</p><p>Dow down over 200 points as investors focus on testimony from Fed’s Powell.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4096":"电气部件与设备",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202789402","content_text":"Fed's Powell: Fed may start shrinking its balance sheet this year. High inflation will last 'well into the middle of this year'.Omicron may cause a pause in growth but 'it should be short-lived'.Dow down over 200 points as investors focus on testimony from Fed’s Powell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008290915,"gmtCreate":1641443668434,"gmtModify":1676533616315,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"OK dok","listText":"OK dok","text":"OK dok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008290915","repostId":"2201255535","repostType":4,"repost":{"id":"2201255535","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641423313,"share":"https://ttm.financial/m/news/2201255535?lang=&edition=fundamental","pubTime":"2022-01-06 06:55","market":"us","language":"en","title":"Nasdaq posts biggest daily drop since Feb after 'hawkish' Fed minutes","url":"https://stock-news.laohu8.com/highlight/detail?id=2201255535","media":"Reuters","summary":"* S&P 500 posts biggest daily pct fall since Nov. 26* Fed minutes show officials said labor market \"very tight\"* Indexes: Dow down 1.1%, S&P 500 down 1.9%, Nasdaq down 3.3%NEW YORK, Jan 5 (Reuters) - ","content":"<html><head></head><body><p>* S&amp;P 500 posts biggest daily pct fall since Nov. 26</p><p>* Fed minutes show officials said labor market &#34;very tight&#34;</p><p>* Indexes: Dow down 1.1%, S&amp;P 500 down 1.9%, Nasdaq down 3.3%</p><p>NEW YORK, Jan 5 (Reuters) - U.S. stocks fell sharply on Wednesday, with the Nasdaq plunging more than 3% in its biggest one-day percentage drop since February, after U.S. Federal Reserve meeting minutes signaled the central bank may raise interest rates sooner than expected.</p><p>The S&amp;P 500 fell more than 1%, its biggest daily percentage decline since Nov. 26, the first day of trading after news of the Omicron variant of the coronavirus.</p><p>The S&amp;P 500 and Nasdaq quickly extended their declines after the release of the minutes, which investors viewed as more hawkish than they had feared. The Dow, which hit a record high earlier in the day, reversed course and ended down more than 1%.</p><p>The selloff was broad, with all S&amp;P sectors ending in the red, and Wall Street&#39;s fear gauge, the Cboe Volatility index, closing at its highest level since Dec. 21.</p><p>In the minutes from the Fed&#39;s Dec. 14-15 policy meeting, central bank policymakers said a &#34;very tight&#34; job market and unabated inflation might require the Fed to raise rates sooner and begin reducing its overall asset holdings as a second brake on the economy.</p><p>&#34;Indications that the Fed is very concerned about inflation could quickly create a view that the Fed will aggressively tighten in 2022,&#34; said David Carter, chief investment officer at Lenox Wealth Advisors in New York, calling the minutes &#34;more hawkish than expected.&#34;</p><p>The S&amp;P 500 technology sector fell 3.1% and was the biggest drag on the benchmark index, while the rate-sensitive real estate sector dropped 3.2% in its biggest daily percentage decline since Jan. 4, 2021.</p><p>The Dow Jones Industrial Average fell 392.54 points, or 1.07%, to 36,407.11, the S&amp;P 500 lost 92.96 points, or 1.94%, to 4,700.58 and the Nasdaq Composite dropped 522.54 points, or 3.34%, to 15,100.17.</p><p>Rising interest rates increase borrowing costs for businesses and consumers, and higher rates can depress stock multiples, especially for technology and other growth stocks.</p><p>Growth shares have been under pressure from a recent rise in U.S. Treasury yields.</p><p>The Russell 2000 index also suffered its biggest one-day drop since Nov. 26, while the S&amp;P 500 financials index fell 1.3%, a day after it registered an all-time closing high.</p><p>Policymakers in December agreed to hasten the end of their pandemic-era program of bond purchases, and issued forecasts anticipating three quarter-percentage-point rate increases during 2022. The Fed&#39;s benchmark overnight interest rate is currently set near zero.</p><p>Early in the day, an ADP National Employment report showed private payrolls increased by 807,000 jobs last month, more than double of what economists polled by Reuters had forecast.</p><p>The report comes ahead of the Labor Department&#39;s more comprehensive and closely watched nonfarm payrolls data for December on Friday.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.32-to-1 ratio; on Nasdaq, a 4.22-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 59 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 81 new highs and 307 new lows.</p><p>Volume on U.S. exchanges was 12.18 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq posts biggest daily drop since Feb after 'hawkish' Fed minutes</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\">\nNasdaq posts biggest daily drop since Feb after 'hawkish' Fed minutes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-06 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* S&amp;P 500 posts biggest daily pct fall since Nov. 26</p><p>* Fed minutes show officials said labor market &#34;very tight&#34;</p><p>* Indexes: Dow down 1.1%, S&amp;P 500 down 1.9%, Nasdaq down 3.3%</p><p>NEW YORK, Jan 5 (Reuters) - U.S. stocks fell sharply on Wednesday, with the Nasdaq plunging more than 3% in its biggest one-day percentage drop since February, after U.S. Federal Reserve meeting minutes signaled the central bank may raise interest rates sooner than expected.</p><p>The S&amp;P 500 fell more than 1%, its biggest daily percentage decline since Nov. 26, the first day of trading after news of the Omicron variant of the coronavirus.</p><p>The S&amp;P 500 and Nasdaq quickly extended their declines after the release of the minutes, which investors viewed as more hawkish than they had feared. The Dow, which hit a record high earlier in the day, reversed course and ended down more than 1%.</p><p>The selloff was broad, with all S&amp;P sectors ending in the red, and Wall Street&#39;s fear gauge, the Cboe Volatility index, closing at its highest level since Dec. 21.</p><p>In the minutes from the Fed&#39;s Dec. 14-15 policy meeting, central bank policymakers said a &#34;very tight&#34; job market and unabated inflation might require the Fed to raise rates sooner and begin reducing its overall asset holdings as a second brake on the economy.</p><p>&#34;Indications that the Fed is very concerned about inflation could quickly create a view that the Fed will aggressively tighten in 2022,&#34; said David Carter, chief investment officer at Lenox Wealth Advisors in New York, calling the minutes &#34;more hawkish than expected.&#34;</p><p>The S&amp;P 500 technology sector fell 3.1% and was the biggest drag on the benchmark index, while the rate-sensitive real estate sector dropped 3.2% in its biggest daily percentage decline since Jan. 4, 2021.</p><p>The Dow Jones Industrial Average fell 392.54 points, or 1.07%, to 36,407.11, the S&amp;P 500 lost 92.96 points, or 1.94%, to 4,700.58 and the Nasdaq Composite dropped 522.54 points, or 3.34%, to 15,100.17.</p><p>Rising interest rates increase borrowing costs for businesses and consumers, and higher rates can depress stock multiples, especially for technology and other growth stocks.</p><p>Growth shares have been under pressure from a recent rise in U.S. Treasury yields.</p><p>The Russell 2000 index also suffered its biggest one-day drop since Nov. 26, while the S&amp;P 500 financials index fell 1.3%, a day after it registered an all-time closing high.</p><p>Policymakers in December agreed to hasten the end of their pandemic-era program of bond purchases, and issued forecasts anticipating three quarter-percentage-point rate increases during 2022. The Fed&#39;s benchmark overnight interest rate is currently set near zero.</p><p>Early in the day, an ADP National Employment report showed private payrolls increased by 807,000 jobs last month, more than double of what economists polled by Reuters had forecast.</p><p>The report comes ahead of the Labor Department&#39;s more comprehensive and closely watched nonfarm payrolls data for December on Friday.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.32-to-1 ratio; on Nasdaq, a 4.22-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 59 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 81 new highs and 307 new lows.</p><p>Volume on U.S. exchanges was 12.18 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","SPY":"标普500ETF","BK4550":"红杉资本持仓","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201255535","content_text":"* S&P 500 posts biggest daily pct fall since Nov. 26* Fed minutes show officials said labor market \"very tight\"* Indexes: Dow down 1.1%, S&P 500 down 1.9%, Nasdaq down 3.3%NEW YORK, Jan 5 (Reuters) - U.S. stocks fell sharply on Wednesday, with the Nasdaq plunging more than 3% in its biggest one-day percentage drop since February, after U.S. Federal Reserve meeting minutes signaled the central bank may raise interest rates sooner than expected.The S&P 500 fell more than 1%, its biggest daily percentage decline since Nov. 26, the first day of trading after news of the Omicron variant of the coronavirus.The S&P 500 and Nasdaq quickly extended their declines after the release of the minutes, which investors viewed as more hawkish than they had feared. The Dow, which hit a record high earlier in the day, reversed course and ended down more than 1%.The selloff was broad, with all S&P sectors ending in the red, and Wall Street's fear gauge, the Cboe Volatility index, closing at its highest level since Dec. 21.In the minutes from the Fed's Dec. 14-15 policy meeting, central bank policymakers said a \"very tight\" job market and unabated inflation might require the Fed to raise rates sooner and begin reducing its overall asset holdings as a second brake on the economy.\"Indications that the Fed is very concerned about inflation could quickly create a view that the Fed will aggressively tighten in 2022,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York, calling the minutes \"more hawkish than expected.\"The S&P 500 technology sector fell 3.1% and was the biggest drag on the benchmark index, while the rate-sensitive real estate sector dropped 3.2% in its biggest daily percentage decline since Jan. 4, 2021.The Dow Jones Industrial Average fell 392.54 points, or 1.07%, to 36,407.11, the S&P 500 lost 92.96 points, or 1.94%, to 4,700.58 and the Nasdaq Composite dropped 522.54 points, or 3.34%, to 15,100.17.Rising interest rates increase borrowing costs for businesses and consumers, and higher rates can depress stock multiples, especially for technology and other growth stocks.Growth shares have been under pressure from a recent rise in U.S. Treasury yields.The Russell 2000 index also suffered its biggest one-day drop since Nov. 26, while the S&P 500 financials index fell 1.3%, a day after it registered an all-time closing high.Policymakers in December agreed to hasten the end of their pandemic-era program of bond purchases, and issued forecasts anticipating three quarter-percentage-point rate increases during 2022. The Fed's benchmark overnight interest rate is currently set near zero.Early in the day, an ADP National Employment report showed private payrolls increased by 807,000 jobs last month, more than double of what economists polled by Reuters had forecast.The report comes ahead of the Labor Department's more comprehensive and closely watched nonfarm payrolls data for December on Friday.Declining issues outnumbered advancing ones on the NYSE by a 4.32-to-1 ratio; on Nasdaq, a 4.22-to-1 ratio favored decliners.The S&P 500 posted 59 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 81 new highs and 307 new lows.Volume on U.S. exchanges was 12.18 billion shares, compared with the 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008207742,"gmtCreate":1641443605315,"gmtModify":1676533616313,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008207742","repostId":"1126514803","repostType":4,"repost":{"id":"1126514803","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641440351,"share":"https://ttm.financial/m/news/1126514803?lang=&edition=fundamental","pubTime":"2022-01-06 11:39","market":"us","language":"en","title":"Google Pays Apple Billion Of Dollars To Keep Cupertino Out Of Search Business: Lawsuit Alleges","url":"https://stock-news.laohu8.com/highlight/detail?id=1126514803","media":"Benzinga","summary":"Alphabet, Inc. edged out its bigger tech peer Apple, Inc. to take the honors as the biggest gainer a","content":"<html><head></head><body><p><b>Alphabet, Inc.</b> edged out its bigger tech peer <b>Apple, Inc.</b> to take the honors as the biggest gainer among the FAANGs in 2021. A lawsuit filed in late December alleges that there is an unholy nexus between the two companies.</p><p><img src=\"https://static.tigerbbs.com/9ffced290efd9a05a555f5809c7fd1a1\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A class action lawsuit has been filed against Apple and Google as well as the CEOs of both companies for alleged antitrust violations, according to a statement put out by the Alioto law firm.</p><p>In the complaint, the plaintiffs charge that Google and Apple have made an agreement that Apple would not compete in the internet search business against Google. The terms of the non-compete agreement call for Google to share its search profits with Apple in return for getting preferential treatment in all Apple devices.</p><p>The complaint also alleges that executives of the companies regularly meet in secret and that Google is making annual multi-billion-dollar payments to Apple to stay out of the search business.</p><p>The claims do not appear without merit. Bernstein analyst <b>Toni Sacconaghi, Jr.</b> said in an Aug. 2021 note that Google is on track to pay $15 billion to Apple to continue using Google as the default search engine on iOS, up from $10 billion paid in 2020.</p><p>The companies are also charged with suppressing competition by foreclosing competitors from the search market and acquiring actual and potential competitors.</p><p><b>Why It&#39;s Important:</b>The class-action lawsuit comes at a time when governments across the globe have taken up cudgels against anticompetitive practices of tech behemoths.</p><p>While seeking an injunction prohibiting all these antitrust practices, the complaint also calls for the breakup of Google and Apple into separate and independent companies in accordance with the precedent of the breakup of oil companies.</p><p>A Google spokesperson told Benzinga the claims are completely false. &#34;We don&#39;t have any agreement with Apple preventing them from competing in search, and nothing in our search distribution agreement with Apple stops them from developing their own search services or from having promotional agreements with our competitors. Apple features Google Search on Safari because, in their words, it&#39;s &#34;the best.&#34; We look forward to debunking these meritless claims in court,&#34; the spokesperson added.</p><p>Benzinga&#39;s emails to Apple seeking clarification on the lawsuit went unanswered.</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 Pays Apple Billion Of Dollars To Keep Cupertino Out Of Search Business: Lawsuit Alleges</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 Pays Apple Billion Of Dollars To Keep Cupertino Out Of Search Business: Lawsuit Alleges\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-06 11:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Alphabet, Inc.</b> edged out its bigger tech peer <b>Apple, Inc.</b> to take the honors as the biggest gainer among the FAANGs in 2021. A lawsuit filed in late December alleges that there is an unholy nexus between the two companies.</p><p><img src=\"https://static.tigerbbs.com/9ffced290efd9a05a555f5809c7fd1a1\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A class action lawsuit has been filed against Apple and Google as well as the CEOs of both companies for alleged antitrust violations, according to a statement put out by the Alioto law firm.</p><p>In the complaint, the plaintiffs charge that Google and Apple have made an agreement that Apple would not compete in the internet search business against Google. The terms of the non-compete agreement call for Google to share its search profits with Apple in return for getting preferential treatment in all Apple devices.</p><p>The complaint also alleges that executives of the companies regularly meet in secret and that Google is making annual multi-billion-dollar payments to Apple to stay out of the search business.</p><p>The claims do not appear without merit. Bernstein analyst <b>Toni Sacconaghi, Jr.</b> said in an Aug. 2021 note that Google is on track to pay $15 billion to Apple to continue using Google as the default search engine on iOS, up from $10 billion paid in 2020.</p><p>The companies are also charged with suppressing competition by foreclosing competitors from the search market and acquiring actual and potential competitors.</p><p><b>Why It&#39;s Important:</b>The class-action lawsuit comes at a time when governments across the globe have taken up cudgels against anticompetitive practices of tech behemoths.</p><p>While seeking an injunction prohibiting all these antitrust practices, the complaint also calls for the breakup of Google and Apple into separate and independent companies in accordance with the precedent of the breakup of oil companies.</p><p>A Google spokesperson told Benzinga the claims are completely false. &#34;We don&#39;t have any agreement with Apple preventing them from competing in search, and nothing in our search distribution agreement with Apple stops them from developing their own search services or from having promotional agreements with our competitors. Apple features Google Search on Safari because, in their words, it&#39;s &#34;the best.&#34; We look forward to debunking these meritless claims in court,&#34; the spokesperson added.</p><p>Benzinga&#39;s emails to Apple seeking clarification on the lawsuit went unanswered.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126514803","content_text":"Alphabet, Inc. edged out its bigger tech peer Apple, Inc. to take the honors as the biggest gainer among the FAANGs in 2021. A lawsuit filed in late December alleges that there is an unholy nexus between the two companies.What Happened:A class action lawsuit has been filed against Apple and Google as well as the CEOs of both companies for alleged antitrust violations, according to a statement put out by the Alioto law firm.In the complaint, the plaintiffs charge that Google and Apple have made an agreement that Apple would not compete in the internet search business against Google. The terms of the non-compete agreement call for Google to share its search profits with Apple in return for getting preferential treatment in all Apple devices.The complaint also alleges that executives of the companies regularly meet in secret and that Google is making annual multi-billion-dollar payments to Apple to stay out of the search business.The claims do not appear without merit. Bernstein analyst Toni Sacconaghi, Jr. said in an Aug. 2021 note that Google is on track to pay $15 billion to Apple to continue using Google as the default search engine on iOS, up from $10 billion paid in 2020.The companies are also charged with suppressing competition by foreclosing competitors from the search market and acquiring actual and potential competitors.Why It's Important:The class-action lawsuit comes at a time when governments across the globe have taken up cudgels against anticompetitive practices of tech behemoths.While seeking an injunction prohibiting all these antitrust practices, the complaint also calls for the breakup of Google and Apple into separate and independent companies in accordance with the precedent of the breakup of oil companies.A Google spokesperson told Benzinga the claims are completely false. \"We don't have any agreement with Apple preventing them from competing in search, and nothing in our search distribution agreement with Apple stops them from developing their own search services or from having promotional agreements with our competitors. Apple features Google Search on Safari because, in their words, it's \"the best.\" We look forward to debunking these meritless claims in court,\" the spokesperson added.Benzinga's emails to Apple seeking clarification on the lawsuit went unanswered.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274198788743392,"gmtCreate":1707980857357,"gmtModify":1707980861568,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"They just needed to say something sheesh","listText":"They just needed to say something sheesh","text":"They just needed to say something sheesh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274198788743392","repostId":"2411730416","repostType":2,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050052986,"gmtCreate":1654122241645,"gmtModify":1676535395316,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Oorm","listText":"Oorm","text":"Oorm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050052986","repostId":"2240041985","repostType":4,"repost":{"id":"2240041985","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654093206,"share":"https://ttm.financial/m/news/2240041985?lang=&edition=fundamental","pubTime":"2022-06-01 22:20","market":"us","language":"en","title":"U.S. Stocks Move into Negative Territory Following April Job-Market Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2240041985","media":"Dow Jones","summary":"The numbers: U.S. job openings dropped to 11.4 million in April from a record 11.9 million, signalin","content":"<html><head></head><body><p>The numbers: U.S. job openings dropped to 11.4 million in April from a record 11.9 million, signaling some softening in the tightest labor market in decades.</p><p>The number of people who quit jobs in April, meanwhile, was little changed at 4.4 million, the Labor Department said Wednesday.</p><p>Quits topped 4 million last summer for the first time ever, part of a pandemic-era trend that&#39;s become known as &#34;the great resignation.&#34;</p><p>Before the pandemic, the number of people quitting jobs averaged fewer than 3 million a month.</p><p>Big picture: The U.S. labor market might be the economy&#39;s saving grace as the Federal Reserve moves to raise interest rates to tame inflation.</p><p>Higher rates are likely to slow the economy, but as long as most companies are hiring and workers feel secure in their jobs they are likely to keep spending. And steady consumer spending woud keep the economy out of recession.</p><p>There have been a smattering of companies announcing layoffs, however, and economists are watching closely for signs of weakening in the labor market. With the Fed raising rates, businesses may be more cautious about hiring.</p><p>Market reaction: The Dow Jones Industrial Average, Nasdaq and S&amp;P 500 fell in Wednesday trades.<img src=\"https://static.tigerbbs.com/67a9996941d8a9b5596b9ec220cb4a74\" tg-width=\"291\" tg-height=\"128\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Move into Negative Territory Following April Job-Market Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Move into Negative Territory Following April Job-Market Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-01 22:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The numbers: U.S. job openings dropped to 11.4 million in April from a record 11.9 million, signaling some softening in the tightest labor market in decades.</p><p>The number of people who quit jobs in April, meanwhile, was little changed at 4.4 million, the Labor Department said Wednesday.</p><p>Quits topped 4 million last summer for the first time ever, part of a pandemic-era trend that&#39;s become known as &#34;the great resignation.&#34;</p><p>Before the pandemic, the number of people quitting jobs averaged fewer than 3 million a month.</p><p>Big picture: The U.S. labor market might be the economy&#39;s saving grace as the Federal Reserve moves to raise interest rates to tame inflation.</p><p>Higher rates are likely to slow the economy, but as long as most companies are hiring and workers feel secure in their jobs they are likely to keep spending. And steady consumer spending woud keep the economy out of recession.</p><p>There have been a smattering of companies announcing layoffs, however, and economists are watching closely for signs of weakening in the labor market. With the Fed raising rates, businesses may be more cautious about hiring.</p><p>Market reaction: The Dow Jones Industrial Average, Nasdaq and S&amp;P 500 fell in Wednesday trades.<img src=\"https://static.tigerbbs.com/67a9996941d8a9b5596b9ec220cb4a74\" tg-width=\"291\" tg-height=\"128\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240041985","content_text":"The numbers: U.S. job openings dropped to 11.4 million in April from a record 11.9 million, signaling some softening in the tightest labor market in decades.The number of people who quit jobs in April, meanwhile, was little changed at 4.4 million, the Labor Department said Wednesday.Quits topped 4 million last summer for the first time ever, part of a pandemic-era trend that's become known as \"the great resignation.\"Before the pandemic, the number of people quitting jobs averaged fewer than 3 million a month.Big picture: The U.S. labor market might be the economy's saving grace as the Federal Reserve moves to raise interest rates to tame inflation.Higher rates are likely to slow the economy, but as long as most companies are hiring and workers feel secure in their jobs they are likely to keep spending. And steady consumer spending woud keep the economy out of recession.There have been a smattering of companies announcing layoffs, however, and economists are watching closely for signs of weakening in the labor market. With the Fed raising rates, businesses may be more cautious about hiring.Market reaction: The Dow Jones Industrial Average, Nasdaq and S&P 500 fell in Wednesday trades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085106474,"gmtCreate":1650667900698,"gmtModify":1676534771835,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Orh","listText":"Orh","text":"Orh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085106474","repostId":"9082194155","repostType":1,"repost":{"id":9082194155,"gmtCreate":1650535684615,"gmtModify":1676534746473,"author":{"id":"3527667602250954","authorId":"3527667602250954","name":"TigerTalks","avatar":"https://static.tigerbbs.com/6d0224a45a40df8a325c03820c17dd2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667602250954","authorIdStr":"3527667602250954"},"themes":[],"title":"[SG] 7 Interesting Stock Ideas for April 2022","htmlText":"Reposted&nbsp;from&nbsp;<a href=\"https://www.smallcapasia.com/sg-7-interesting-stock-ideas-for-april-2022-2\" target=\"_blank\">www.smallcapasia.com</a> March has passed by in the blink of an eye. The seemingly never-ending war is still ongoing and has caused upheaval in both the stocks and commodities market. Oil has breached the USD 100 per barrel mark and NASDAQ was once in correction territory. The market has since recovered with spouts of good news from Ukraine and Russia. The silver lining is that many countries are opening up, leading to a recovery in global economies again despite the lingering inflation fears. Here are 7 interesting stock ideas that you can keep a lookout for. Stock Idea #1&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.</a>","listText":"Reposted&nbsp;from&nbsp;<a href=\"https://www.smallcapasia.com/sg-7-interesting-stock-ideas-for-april-2022-2\" target=\"_blank\">www.smallcapasia.com</a> March has passed by in the blink of an eye. The seemingly never-ending war is still ongoing and has caused upheaval in both the stocks and commodities market. Oil has breached the USD 100 per barrel mark and NASDAQ was once in correction territory. The market has since recovered with spouts of good news from Ukraine and Russia. The silver lining is that many countries are opening up, leading to a recovery in global economies again despite the lingering inflation fears. Here are 7 interesting stock ideas that you can keep a lookout for. Stock Idea #1&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.</a>","text":"Reposted from www.smallcapasia.com March has passed by in the blink of an eye. The seemingly never-ending war is still ongoing and has caused upheaval in both the stocks and commodities market. Oil has breached the USD 100 per barrel mark and NASDAQ was once in correction territory. The market has since recovered with spouts of good news from Ukraine and Russia. The silver lining is that many countries are opening up, leading to a recovery in global economies again despite the lingering inflation fears. Here are 7 interesting stock ideas that you can keep a lookout for. Stock Idea #1 $SINGAPORE EXCHANGE LIMITED(S68.","images":[{"img":"https://community-static.tradeup.com/news/7fa59de8e093920bb78c7a7ae2fb075c","width":"1000","height":"668"},{"img":"https://community-static.tradeup.com/news/ec255afe33e3ebda7c1886b47d414bc6","width":"339","height":"149"},{"img":"https://community-static.tradeup.com/news/4b18f69bd73b133b0cad88e585a7cc03","width":"276","height":"183"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082194155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008546456,"gmtCreate":1641504779788,"gmtModify":1676533621114,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008546456","repostId":"1153834761","repostType":4,"repost":{"id":"1153834761","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641479819,"share":"https://ttm.financial/m/news/1153834761?lang=&edition=fundamental","pubTime":"2022-01-06 22:36","market":"us","language":"en","title":"Tuya Jumped Over 9% in Morning Trading as It Launched Tuya Cube at CES 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1153834761","media":"Tiger Newspress","summary":"Tuya jumped over 9% in morning trading as it launched Tuya Cube at CES 2022.Tuya (TUYA) on Thursday ","content":"<html><head></head><body><p>Tuya jumped over 9% in morning trading as it launched Tuya Cube at CES 2022.<img src=\"https://static.tigerbbs.com/733775af5d0707edd6a0dbd34214ce18\" tg-width=\"1125\" tg-height=\"762\" width=\"100%\" height=\"auto\"/>Tuya (TUYA) on Thursday said that it launched Tuya Cube, a cloud-agnostic Internet of Things service deployment product at CES 2022.</p><p>Tuya Cube enables developers to build their own private, Internet of Things platforms with distinctive features, highly stable systems, and complete data independence that allows them to handle device management, connectivity, application development, and data analytics, according to the company.</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>Tuya Jumped Over 9% in Morning Trading as It Launched Tuya Cube at CES 2022</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\">\nTuya Jumped Over 9% in Morning Trading as It Launched Tuya Cube at CES 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-06 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tuya jumped over 9% in morning trading as it launched Tuya Cube at CES 2022.<img src=\"https://static.tigerbbs.com/733775af5d0707edd6a0dbd34214ce18\" tg-width=\"1125\" tg-height=\"762\" width=\"100%\" height=\"auto\"/>Tuya (TUYA) on Thursday said that it launched Tuya Cube, a cloud-agnostic Internet of Things service deployment product at CES 2022.</p><p>Tuya Cube enables developers to build their own private, Internet of Things platforms with distinctive features, highly stable systems, and complete data independence that allows them to handle device management, connectivity, application development, and data analytics, according to the company.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TUYA":"涂鸦智能"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153834761","content_text":"Tuya jumped over 9% in morning trading as it launched Tuya Cube at CES 2022.Tuya (TUYA) on Thursday said that it launched Tuya Cube, a cloud-agnostic Internet of Things service deployment product at CES 2022.Tuya Cube enables developers to build their own private, Internet of Things platforms with distinctive features, highly stable systems, and complete data independence that allows them to handle device management, connectivity, application development, and data analytics, according to the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008207508,"gmtCreate":1641443583135,"gmtModify":1676533616313,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008207508","repostId":"1136449921","repostType":4,"repost":{"id":"1136449921","kind":"news","pubTimestamp":1641441214,"share":"https://ttm.financial/m/news/1136449921?lang=&edition=fundamental","pubTime":"2022-01-06 11:53","market":"us","language":"en","title":"These 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1136449921","media":"Barrons","summary":"Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellne","content":"<html><head></head><body><p></p><p>Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.</p><p>“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.</p><p>Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation,  which will be “significant and semi-permanent.”</p><p>Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.</p><p><b>Personalization and Privacy</b></p><p>Investors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.</p><p>Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.</p><p>“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote.</p><p><b> Wellness</b></p><p>Cowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.</p><p>For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.</p><p><b>Speedy Delivery and Pick Up</b></p><p>One thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.</p><p>“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.</p><p>Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.</p><p>Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.</p><p><b>Sustainability</b></p><p>More consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).</p><p>Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.</p><p><b>Supply Chain Fighters</b></p><p>Retail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.</p><p>American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.</p><p></p></body></html>","source":"lsy1601382232898","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>These 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.</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\">\nThese 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.“We forecast ...</p>\n\n<a href=\"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","AEO":"美鹰服饰","WSM":"Williams-Sonoma Inc","KSS":"柯尔百货","COST":"好市多","THRN":"Thorne Healthtech","OLPX":"Olaplex Holdings, Inc.","WRBY":"Warby Parker Inc.","M":"梅西百货","WMT":"沃尔玛"},"source_url":"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136449921","content_text":"Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation,  which will be “significant and semi-permanent.”Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.Personalization and PrivacyInvestors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote. WellnessCowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.Speedy Delivery and Pick UpOne thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.SustainabilityMore consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.Supply Chain FightersRetail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268155604496656,"gmtCreate":1706498751784,"gmtModify":1706498756388,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"It's not status, it's convenience. I'm a sinkie with car, even at times when I don't have my car, I will still do a uber. It's the amount of time saved as compared to taking a public transport.&nbsp;","listText":"It's not status, it's convenience. I'm a sinkie with car, even at times when I don't have my car, I will still do a uber. It's the amount of time saved as compared to taking a public transport.&nbsp;","text":"It's not status, it's convenience. I'm a sinkie with car, even at times when I don't have my car, I will still do a uber. It's the amount of time saved as compared to taking a public transport.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268155604496656","repostId":"1148579351","repostType":2,"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216996442304640,"gmtCreate":1693985396490,"gmtModify":1693985402356,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"Welp, not sure if I can keep to long term, I'm only looking at current and it's good.","listText":"Welp, not sure if I can keep to long term, I'm only looking at current and it's good.","text":"Welp, not sure if I can keep to long term, I'm only looking at current and it's good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216996442304640","repostId":"2365424052","repostType":2,"repost":{"id":"2365424052","kind":"highlight","pubTimestamp":1693968101,"share":"https://ttm.financial/m/news/2365424052?lang=&edition=fundamental","pubTime":"2023-09-06 10:41","market":"us","language":"en","title":"AMD: Maybe Not The Best Long-Term Investment?","url":"https://stock-news.laohu8.com/highlight/detail?id=2365424052","media":"Seeking Alpha","summary":"When looking at the last decades, Advanced Micro Devices, Inc. was an unstable business with fluctuating margins and growing outstanding shares.However, AMD changed its business model during the last ","content":"<html><head></head><body><ul style=\"\"><li><p>When looking at the last decades, Advanced Micro Devices, Inc. was an unstable business with fluctuating margins and growing outstanding shares.</p></li><li><p>However, AMD changed its business model during the last decade and is now a fabless, asset-light business with higher levels of stability and consistency.</p></li><li><p>To be fairly valued, AMD has to grow its free cash flow at least 20% annually for the next decade, and the stock certainly does not seem like a bargain.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f26f9a85280959ea13642a2af10ab6c\" alt=\"sankai/iStock via Getty Images\" title=\"sankai/iStock via Getty Images\" tg-width=\"750\" tg-height=\"422\"/><span>sankai/iStock via Getty Images</span></p><p>When looking for an industry that seems to be able to make investors rich right now and generate not only above-average but phenomenal returns, a few semiconductor companies come to mind. And one example is <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD). When looking at the performance in the last ten years, AMD could not match the performance of Nvidia Corporation (NVDA), but both semiconductor companies clearly outperformed the S&amp;P 500 (SP500).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f607523987792f1311c5d788fc7184df\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p>But we all know that past results are no guarantee for future returns, and just because a stock outperformed in the last ten years does not mean it will also be a good investment in the next ten years or that we are dealing with a high-quality company. After I have written about peers like Intel Corporation (INTC) and Nvidia, let&#39;s also analyze AMD to determine if it is a good investment.</p><h2 id=\"id_1844437467\">Business Description</h2><p>Advanced Micro Devices was founded in 1969 by Jerry Sanders along with seven of his former colleagues from Fairchild Semiconductor - the same company Gordon Moore worked for before he founded Intel one year earlier. Early products of AMD were memory chips and other components for computers. Later the company expanded into the microprocessor market and competed with Intel.</p><p>Today, AMD is a global semiconductor company and has about 25,000 employees and is generating $23.6 billion in annual revenue (fiscal 2022). The company is primarily offering server microprocessors (CPUs), graphics processing units (GPUs) and data processing units (DPUs) as well as Adaptive System-on-Chip (SoC) products for data centers.</p><p>In fiscal 2022, AMD could generate a net revenue of $23,601 million and the top line therefore increased 43.6% year-over-year from $16,434 million in fiscal 2021. Operating income however declined from $3,648 million in fiscal 2021 to $1,264 million in fiscal 2022 - resulting in a loss of 63.6% year-over-year. And finally, diluted earnings per share declined 67.3% year-over-year - from $2.57 in fiscal 2021 to $0.84 in fiscal 2022. The main reason for the decline were $2,100 million in amortization of acquisition-related intangibles, which had a negative effect on operating income and the bottom line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf4637f5e84d4a6d5ea802a85193bf5\" alt=\"AMD Q4/22 Presentation\" title=\"AMD Q4/22 Presentation\" tg-width=\"640\" tg-height=\"359\"/><span>AMD Q4/22 Presentation</span></p><p>AMD is reporting in four different segments:</p><ul style=\"\"><li><p><strong>Data Center segment</strong>: This segment primarily includes server CPUs, GPUs, DPUs or Adaptive SoC products. When looking at the last quarterly results, this segment generated $1,321 million in revenue but had to report a year-over-year decline.</p></li><li><p><strong>Client segment</strong>: This segment primarily includes Desktop CPUs and Notebook CPUs as well as Chipsets and Commercial CPUs. In the first quarter of fiscal 2023, this segment generated a revenue of $998 million but compared to the same quarter last year ($2,152 million in revenue) this is a steep decline of 54% and the segment had to report an operating loss.</p></li><li><p><strong>Gaming segment</strong>: This segment includes different graphics products to use in various computing devices and entertainment platforms. In Q2/23, revenue declined 4.5% YoY to $1,581 million.</p></li><li><p><strong>Embedded segment</strong>: Products in this segment are primarily CPUs, GPUs, APUs and Adaptive SoC products used in automotive, industrial, medical, multimedia, aerospace or defense industry. In the second quarter of fiscal 2023, this segment generated a revenue of $1,459 million and compared to $1,257 million in the same quarter last year, this is an increase of 16%.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/823468935b03642cb6b118fc7ae15fc5\" alt=\"AMD Q2/23 FactSheet\" title=\"AMD Q2/23 FactSheet\" tg-width=\"640\" tg-height=\"628\"/><span>AMD Q2/23 FactSheet</span></p><h2 id=\"id_520103252\">Unstable Business Over The Last Decades</h2><p>Over the last decades, it was always a battle between AMD and Intel over market shares and most of the time, Intel had a clear edge over AMD. Over the long run (since the early 1970s), Intel&#39;s stock outperformed AMD. Only since 2000, Intel struggled, and AMD could start to outperform its competitor. But when looking at AMD, the company is clearly lacking the stability and consistency I search for in my long-term investments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6099f3573c36ba890089338428ff7295\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>However, we can also look only at the last few years and see AMD gaining market share since 2016 while Intel lost market shares. And when only looking at the results in the last five years, we see a very profitable company growing with a high pace. Since 2018, AMD could report a profit every single year and could grow revenue as well as operating income at a high pace (fiscal 2022 being an exception with operating income struggling).</p><p>CPUs were the core product for AMD for a long time - it became the core product for the business in the 1980s. But AMD was going up against Intel and over several decades, Intel executed very well and was dominating the market (hard to imagine when looking at Intel today). And in the mid-2010s, Intel made a few mistakes and did suddenly not perform so great anymore, which was great news for AMD as the businesses started to gain market shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e260dea5b96def56dd41abfda4581ca\" alt=\"PassMark Software\" title=\"PassMark Software\" tg-width=\"640\" tg-height=\"394\"/><span>PassMark Software</span></p><p>AMD changing its business model started probably in 2006 when AMD started to diversify and acquired ATI Technologies and, therefore, entered the market for GPUs. This led AMD also to compete with Nvidia - and AMD was stuck in second place once again after it already was second in its competition with Intel.</p><p>And about a decade ago, AMD made the strategic decision to become a fabless business, which also had the consequence of AMD becoming an asset-light business. The chips of AMD are produced now by the Taiwan Semiconductor Company (TSM) and AMD does not invest in foundries anymore, which are extremely expensive. Intel, for example, is still producing its own chips, which is capital intensive, while Nvidia is another example for a fabless business.</p><p>When looking at the long-term performance of AMD, it is difficult to make the argument for AMD being a great business. However, the last few years should make us more optimistic that AMD actually could change its business model for the better and we might see more stability and consistency in the coming years and decades. However, right now, it seems possible to argue in both ways. If you want to learn more about the history of AMD, you can listen to the Business Breakdowns episode on AMD.</p><h2 id=\"id_3294137708\">Constantly Increasing Shares</h2><p>The missing consistency over the years is a huge problem, but we could argue that AMD changing its business model in the last decade might have resolved this problem. However, other problems remain, and these are still making me question if AMD is a good investment. One major problem is the constantly increasing number of outstanding shares. For a mature company - and with a market capitalization of currently around $180 billion, AMD is a mature company - I don&#39;t want to see increasing shares with a high pace. A mature company must be profitable and generate enough free cash flow to finance its operations in other ways.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/765822de738432ac02409a914c3e73a3\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"435\"/><span>Data by YCharts</span></p><p>And of course, it is not always possible to finance operations solely with the free cash flow a business is generating. Especially in case of acquisitions a company must take on debt or issue new shares to finance. And increasing the number of outstanding shares a few percentage points over a few years is also not the issue. AMD however increased the number of outstanding shares by 111% in the last ten years and that is a red flag for me. And when looking at AMD over the last few decades, we see constantly increasing outstanding shares - between the 1980s and today, AMD increased the number of outstanding shares by 14 times from about 110 million to 1,627 million today.</p><h2 id=\"id_186374048\">Intrinsic Value Calculation</h2><p>We can start by looking at simple valuation metrics and look at the P/E ratio for example. In a previous article about NVIDIA, I pointed out the extremely high valuation multiples the stock is trading for. And AMD is trading for an even higher valuation multiples - about 480 times earnings (at least when AMD reported positive earnings on a TTM basis last time). And when looking at competitors like Intel or Qualcomm Incorporated (QCOM), it might seem even more difficult to justify these P/E ratios.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22ad1725f3464f82982f758da33f5a1d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"467\"/><span>Data by YCharts</span></p><p>Of course, it is not just enough to look at numbers, but also provide some context. AMD for example saw its earnings decline and when taking the expected earnings per share for the next four quarters, the stock would be trading around 40 times earnings. And the comparison to Intel is lagging as Intel is clearly struggling - with revenue declining steeply while AMD can grow at a high pace.</p><p>We can also try to estimate what an intrinsic value for AMD could be by using a discount cash flow calculation. As always, we calculate with the current number of outstanding shares (1,627 million in case of AMD) and a discount rate of 10%. As basis for our calculation, we can take the free cash flow of the last four quarters with free cash flow (&#34;FCF&#34;) being $2,407 million. This seems like a realistic basis for our calculation as it is a little lower than previous record FCF and is, therefore, taking into account lower FCF due to a recession for example.</p><p>When assuming 6% growth till perpetuity in ten years from now (I never take higher numbers as we never know what will happen in 20 or 30 years from now), AMD must grow its free cash flow about 22% in the next 10 years to be fairly valued right now. In the last five years, AMD could grow revenue with a CAGR of 34.67% and operating income with a CAGR of 44.02% and, therefore, growth rates slightly above 20% seem realistic and achievable for AMD. On the other hand, we should not forget that AMD was struggling to be even profitable in many years of its existence, and from that point of view, constantly growing revenue with a high pace is an extremely optimistic assumption.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc5578faf42696916ad8d48c04492c7c\" alt=\"AMD Financial Analyst Day 2022\" title=\"AMD Financial Analyst Day 2022\" tg-width=\"640\" tg-height=\"360\"/><span>AMD Financial Analyst Day 2022</span></p><p>And AMD is quite optimistic that it can improve its long-term gross margins to above 57%. Right now, gross margin is only about 43% and, therefore, this would imply quite a lot upside potential in the years to come. Additionally, AMD is expecting revenue to grow long-term around 20%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba535f0e86edc0d7924c36ebd48d11a3\" alt=\"AMD Financial Analyst Day 2022\" title=\"AMD Financial Analyst Day 2022\" tg-width=\"640\" tg-height=\"360\"/><span>AMD Financial Analyst Day 2022</span></p><p>When combining revenue growth around 20% and improving margins over time, AMD could be able to grow with the necessary rates in the next ten years to be fairly valued right now (and at least till 2027, analysts are also expecting high growth rates).</p><h2 id=\"id_2668936864\">Long-term Investment</h2><p>At this point one might point out that semiconductors are a cyclical industry and therefore the results are not surprising. But the final question remains: Is AMD a good long-term investment?</p><p>On the one hand, we have a business growing with a high pace in the last few years and artificial intelligence could be a long-term tailwind for semiconductors. On the other hand, we have a business that is constantly increasing its number of outstanding shares, reported highly fluctuating numbers for most of its history and must grow its free cash flow at least 20% for the next ten years to be fairly valued. When trying to find an answer to the question if AMD is a good long-term investment, we must start looking if AMD has a wide economic moat around its business.</p><p>I already showed above that AMD clearly outperformed the S&amp;P 500 (SP500) over the last ten years. And when looking at the long-term picture over the last decades, AMD still outperformed clearly, and an investment in AMD generated 10 times the return an investment in the S&amp;P 500 generated.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e38c7592998353a89eaebf7c395c0908\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><p>However, when looking at the performance over the last few decades, we also see that the performance of AMD was rather choppy. The impressive outperformance by itself is an indication for a wide economic moat. However, companies with a wide economic moat usually show stability and consistency over time - and AMD seems to be missing that consistency. When one had invested in AMD in the early 1970s and looking at the investment four decades later (for several years following 2010), AMD would have underperformed the S&amp;P 500.</p><p>I get that AMD is a semiconductor company and this is a cyclical business and demanding stability and consistency from these businesses is a tall order. When looking at the margins, we see a fluctuating gross margin over time (another hint for a cyclical business) and we see an operating margin that was often negative during the last few decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfcba2c8939ae8e1ab85814ee736fd02\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><p>And when looking on return on invested capital the picture is similar. We see huge fluctuations between 62% ROIC and a negative ROIC of 48%. On average, return on invested capital was 0.34% since 1990 - and that is rather a disappointment. In the last five years, the average ROIC was 25.97%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5e415a0d5d5ef478a79f1cfc362ec52\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>Looking at the last three years, AMD spent 20.3% of revenue on R&amp;D in fiscal 2020, 17.3% of revenue in fiscal 2021, and 21.1% of revenue in fiscal 2022. While we can argue it is not great to have to spend so much money on R&amp;D (as it is underlining the high investments necessary to keep performing at a high level) it is also demonstrating the high upfront costs necessary for competitors to enter the market and this is creating barriers to enter for new competitors.</p><p>Additionally, we must mention the high number of patents AMD is owning which are intangible assets and are also creating a competitive advantage. In its fiscal 2022 Annual Report, AMD is writing:</p><blockquote><p>We rely on contracts and intellectual property rights to protect our products and technologies from unauthorized third-party copying and use. Intellectual property rights include copyrights, patents, patent applications, trademarks, trade secrets and mask work rights. As of December 31, 2022, we had approximately 8,200 patents in the United States and approximately 2,200 patent applications pending in the United States. In certain cases, we have filed corresponding applications in foreign jurisdictions. Including United States and foreign matters, we have approximately 19,800 patent matters worldwide consisting of approximately 13,200 issued patents and 6,600 patent applications pending.</p></blockquote><p>In my opinion, AMD can be seen as having an economic moat around its business, as it will most likely be able to keep competitors at bay and it will be difficult for new companies to enter the industry.</p><h2 id=\"id_77016353\">Conclusion</h2><p>AMD might have a wide economic moat around its business and the business model might have improved during the last ten years. But although AMD might be able to report more stable numbers in the years to come (compared to past decades), I am still not convinced about AMD. To be honest, I see AMD in the third position - behind Intel and Nvidia. While Nvidia is performing exceptionally well, the stock price is way too high. AMD is not performing so great, but the stock price is still expensive. And the best pick in my opinion is Intel. The company is clearly lagging but trading for such cheap prices that the stock is the best investment right now.</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>AMD: Maybe Not The Best Long-Term Investment?</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\">\nAMD: Maybe Not The Best Long-Term Investment?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-06 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4633108-amd-maybe-not-best-long-term-investment><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When looking at the last decades, Advanced Micro Devices, Inc. was an unstable business with fluctuating margins and growing outstanding shares.However, AMD changed its business model during the last ...</p>\n\n<a href=\"https://seekingalpha.com/article/4633108-amd-maybe-not-best-long-term-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4551":"寇图资本持仓","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK4515":"5G概念","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4567":"ESG概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4535":"淡马锡持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4550":"红杉资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4633108-amd-maybe-not-best-long-term-investment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2365424052","content_text":"When looking at the last decades, Advanced Micro Devices, Inc. was an unstable business with fluctuating margins and growing outstanding shares.However, AMD changed its business model during the last decade and is now a fabless, asset-light business with higher levels of stability and consistency.To be fairly valued, AMD has to grow its free cash flow at least 20% annually for the next decade, and the stock certainly does not seem like a bargain.sankai/iStock via Getty ImagesWhen looking for an industry that seems to be able to make investors rich right now and generate not only above-average but phenomenal returns, a few semiconductor companies come to mind. And one example is Advanced Micro Devices, Inc. (NASDAQ:AMD). When looking at the performance in the last ten years, AMD could not match the performance of Nvidia Corporation (NVDA), but both semiconductor companies clearly outperformed the S&P 500 (SP500).Data by YChartsBut we all know that past results are no guarantee for future returns, and just because a stock outperformed in the last ten years does not mean it will also be a good investment in the next ten years or that we are dealing with a high-quality company. After I have written about peers like Intel Corporation (INTC) and Nvidia, let's also analyze AMD to determine if it is a good investment.Business DescriptionAdvanced Micro Devices was founded in 1969 by Jerry Sanders along with seven of his former colleagues from Fairchild Semiconductor - the same company Gordon Moore worked for before he founded Intel one year earlier. Early products of AMD were memory chips and other components for computers. Later the company expanded into the microprocessor market and competed with Intel.Today, AMD is a global semiconductor company and has about 25,000 employees and is generating $23.6 billion in annual revenue (fiscal 2022). The company is primarily offering server microprocessors (CPUs), graphics processing units (GPUs) and data processing units (DPUs) as well as Adaptive System-on-Chip (SoC) products for data centers.In fiscal 2022, AMD could generate a net revenue of $23,601 million and the top line therefore increased 43.6% year-over-year from $16,434 million in fiscal 2021. Operating income however declined from $3,648 million in fiscal 2021 to $1,264 million in fiscal 2022 - resulting in a loss of 63.6% year-over-year. And finally, diluted earnings per share declined 67.3% year-over-year - from $2.57 in fiscal 2021 to $0.84 in fiscal 2022. The main reason for the decline were $2,100 million in amortization of acquisition-related intangibles, which had a negative effect on operating income and the bottom line.AMD Q4/22 PresentationAMD is reporting in four different segments:Data Center segment: This segment primarily includes server CPUs, GPUs, DPUs or Adaptive SoC products. When looking at the last quarterly results, this segment generated $1,321 million in revenue but had to report a year-over-year decline.Client segment: This segment primarily includes Desktop CPUs and Notebook CPUs as well as Chipsets and Commercial CPUs. In the first quarter of fiscal 2023, this segment generated a revenue of $998 million but compared to the same quarter last year ($2,152 million in revenue) this is a steep decline of 54% and the segment had to report an operating loss.Gaming segment: This segment includes different graphics products to use in various computing devices and entertainment platforms. In Q2/23, revenue declined 4.5% YoY to $1,581 million.Embedded segment: Products in this segment are primarily CPUs, GPUs, APUs and Adaptive SoC products used in automotive, industrial, medical, multimedia, aerospace or defense industry. In the second quarter of fiscal 2023, this segment generated a revenue of $1,459 million and compared to $1,257 million in the same quarter last year, this is an increase of 16%.AMD Q2/23 FactSheetUnstable Business Over The Last DecadesOver the last decades, it was always a battle between AMD and Intel over market shares and most of the time, Intel had a clear edge over AMD. Over the long run (since the early 1970s), Intel's stock outperformed AMD. Only since 2000, Intel struggled, and AMD could start to outperform its competitor. But when looking at AMD, the company is clearly lacking the stability and consistency I search for in my long-term investments.Data by YChartsHowever, we can also look only at the last few years and see AMD gaining market share since 2016 while Intel lost market shares. And when only looking at the results in the last five years, we see a very profitable company growing with a high pace. Since 2018, AMD could report a profit every single year and could grow revenue as well as operating income at a high pace (fiscal 2022 being an exception with operating income struggling).CPUs were the core product for AMD for a long time - it became the core product for the business in the 1980s. But AMD was going up against Intel and over several decades, Intel executed very well and was dominating the market (hard to imagine when looking at Intel today). And in the mid-2010s, Intel made a few mistakes and did suddenly not perform so great anymore, which was great news for AMD as the businesses started to gain market shares.PassMark SoftwareAMD changing its business model started probably in 2006 when AMD started to diversify and acquired ATI Technologies and, therefore, entered the market for GPUs. This led AMD also to compete with Nvidia - and AMD was stuck in second place once again after it already was second in its competition with Intel.And about a decade ago, AMD made the strategic decision to become a fabless business, which also had the consequence of AMD becoming an asset-light business. The chips of AMD are produced now by the Taiwan Semiconductor Company (TSM) and AMD does not invest in foundries anymore, which are extremely expensive. Intel, for example, is still producing its own chips, which is capital intensive, while Nvidia is another example for a fabless business.When looking at the long-term performance of AMD, it is difficult to make the argument for AMD being a great business. However, the last few years should make us more optimistic that AMD actually could change its business model for the better and we might see more stability and consistency in the coming years and decades. However, right now, it seems possible to argue in both ways. If you want to learn more about the history of AMD, you can listen to the Business Breakdowns episode on AMD.Constantly Increasing SharesThe missing consistency over the years is a huge problem, but we could argue that AMD changing its business model in the last decade might have resolved this problem. However, other problems remain, and these are still making me question if AMD is a good investment. One major problem is the constantly increasing number of outstanding shares. For a mature company - and with a market capitalization of currently around $180 billion, AMD is a mature company - I don't want to see increasing shares with a high pace. A mature company must be profitable and generate enough free cash flow to finance its operations in other ways.Data by YChartsAnd of course, it is not always possible to finance operations solely with the free cash flow a business is generating. Especially in case of acquisitions a company must take on debt or issue new shares to finance. And increasing the number of outstanding shares a few percentage points over a few years is also not the issue. AMD however increased the number of outstanding shares by 111% in the last ten years and that is a red flag for me. And when looking at AMD over the last few decades, we see constantly increasing outstanding shares - between the 1980s and today, AMD increased the number of outstanding shares by 14 times from about 110 million to 1,627 million today.Intrinsic Value CalculationWe can start by looking at simple valuation metrics and look at the P/E ratio for example. In a previous article about NVIDIA, I pointed out the extremely high valuation multiples the stock is trading for. And AMD is trading for an even higher valuation multiples - about 480 times earnings (at least when AMD reported positive earnings on a TTM basis last time). And when looking at competitors like Intel or Qualcomm Incorporated (QCOM), it might seem even more difficult to justify these P/E ratios.Data by YChartsOf course, it is not just enough to look at numbers, but also provide some context. AMD for example saw its earnings decline and when taking the expected earnings per share for the next four quarters, the stock would be trading around 40 times earnings. And the comparison to Intel is lagging as Intel is clearly struggling - with revenue declining steeply while AMD can grow at a high pace.We can also try to estimate what an intrinsic value for AMD could be by using a discount cash flow calculation. As always, we calculate with the current number of outstanding shares (1,627 million in case of AMD) and a discount rate of 10%. As basis for our calculation, we can take the free cash flow of the last four quarters with free cash flow (\"FCF\") being $2,407 million. This seems like a realistic basis for our calculation as it is a little lower than previous record FCF and is, therefore, taking into account lower FCF due to a recession for example.When assuming 6% growth till perpetuity in ten years from now (I never take higher numbers as we never know what will happen in 20 or 30 years from now), AMD must grow its free cash flow about 22% in the next 10 years to be fairly valued right now. In the last five years, AMD could grow revenue with a CAGR of 34.67% and operating income with a CAGR of 44.02% and, therefore, growth rates slightly above 20% seem realistic and achievable for AMD. On the other hand, we should not forget that AMD was struggling to be even profitable in many years of its existence, and from that point of view, constantly growing revenue with a high pace is an extremely optimistic assumption.AMD Financial Analyst Day 2022And AMD is quite optimistic that it can improve its long-term gross margins to above 57%. Right now, gross margin is only about 43% and, therefore, this would imply quite a lot upside potential in the years to come. Additionally, AMD is expecting revenue to grow long-term around 20%.AMD Financial Analyst Day 2022When combining revenue growth around 20% and improving margins over time, AMD could be able to grow with the necessary rates in the next ten years to be fairly valued right now (and at least till 2027, analysts are also expecting high growth rates).Long-term InvestmentAt this point one might point out that semiconductors are a cyclical industry and therefore the results are not surprising. But the final question remains: Is AMD a good long-term investment?On the one hand, we have a business growing with a high pace in the last few years and artificial intelligence could be a long-term tailwind for semiconductors. On the other hand, we have a business that is constantly increasing its number of outstanding shares, reported highly fluctuating numbers for most of its history and must grow its free cash flow at least 20% for the next ten years to be fairly valued. When trying to find an answer to the question if AMD is a good long-term investment, we must start looking if AMD has a wide economic moat around its business.I already showed above that AMD clearly outperformed the S&P 500 (SP500) over the last ten years. And when looking at the long-term picture over the last decades, AMD still outperformed clearly, and an investment in AMD generated 10 times the return an investment in the S&P 500 generated.Data by YChartsHowever, when looking at the performance over the last few decades, we also see that the performance of AMD was rather choppy. The impressive outperformance by itself is an indication for a wide economic moat. However, companies with a wide economic moat usually show stability and consistency over time - and AMD seems to be missing that consistency. When one had invested in AMD in the early 1970s and looking at the investment four decades later (for several years following 2010), AMD would have underperformed the S&P 500.I get that AMD is a semiconductor company and this is a cyclical business and demanding stability and consistency from these businesses is a tall order. When looking at the margins, we see a fluctuating gross margin over time (another hint for a cyclical business) and we see an operating margin that was often negative during the last few decades.Data by YChartsAnd when looking on return on invested capital the picture is similar. We see huge fluctuations between 62% ROIC and a negative ROIC of 48%. On average, return on invested capital was 0.34% since 1990 - and that is rather a disappointment. In the last five years, the average ROIC was 25.97%.Data by YChartsLooking at the last three years, AMD spent 20.3% of revenue on R&D in fiscal 2020, 17.3% of revenue in fiscal 2021, and 21.1% of revenue in fiscal 2022. While we can argue it is not great to have to spend so much money on R&D (as it is underlining the high investments necessary to keep performing at a high level) it is also demonstrating the high upfront costs necessary for competitors to enter the market and this is creating barriers to enter for new competitors.Additionally, we must mention the high number of patents AMD is owning which are intangible assets and are also creating a competitive advantage. In its fiscal 2022 Annual Report, AMD is writing:We rely on contracts and intellectual property rights to protect our products and technologies from unauthorized third-party copying and use. Intellectual property rights include copyrights, patents, patent applications, trademarks, trade secrets and mask work rights. As of December 31, 2022, we had approximately 8,200 patents in the United States and approximately 2,200 patent applications pending in the United States. In certain cases, we have filed corresponding applications in foreign jurisdictions. Including United States and foreign matters, we have approximately 19,800 patent matters worldwide consisting of approximately 13,200 issued patents and 6,600 patent applications pending.In my opinion, AMD can be seen as having an economic moat around its business, as it will most likely be able to keep competitors at bay and it will be difficult for new companies to enter the industry.ConclusionAMD might have a wide economic moat around its business and the business model might have improved during the last ten years. But although AMD might be able to report more stable numbers in the years to come (compared to past decades), I am still not convinced about AMD. To be honest, I see AMD in the third position - behind Intel and Nvidia. While Nvidia is performing exceptionally well, the stock price is way too high. AMD is not performing so great, but the stock price is still expensive. And the best pick in my opinion is Intel. The company is clearly lagging but trading for such cheap prices that the stock is the best investment right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008290123,"gmtCreate":1641443706455,"gmtModify":1676533616322,"author":{"id":"4099020730670950","authorId":"4099020730670950","name":"PandaEyes","avatar":"https://static.tigerbbs.com/a7bab6c039b2d7b334f21626cfada364","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4099020730670950","authorIdStr":"4099020730670950"},"themes":[],"htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008290123","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}