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nicholas84

nicholas84

Profile：high risk high return

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2023-03-29

$IFAST CORPORATION LTD.(AIY.SI)$

2023-03-20

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2 Potentially Explosive Stocks to Buy in March

2023-03-20

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Credit Suisse Said to Push Back Against UBS’s $1 Billion Offer

2023-03-20

K

What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike

2023-03-20

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2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

2023-03-20

K

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2023-03-03

Alphabet Vs. Meta: Easy Choice

2023-02-28

[LOL]

Better Bear Market Buy: AMD vs. Taiwan Semiconductor

2022-09-28

Om

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2022-09-13

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Sell Roblox Stock, Analyst Says. The Metaverse Future Is Far Away

2022-08-12

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2022-08-08

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2022-08-06

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2022-08-03

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2022-07-31

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2022-07-22

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2022-07-02

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2022-06-30

Really?

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2022-06-29

Nice

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2022-06-29

Ok. Thanks

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href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$IFAST CORPORATION LTD.(AIY.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941189131","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943132407,"gmtCreate":1679266640709,"gmtModify":1679266644362,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943132407","repostId":"2320656562","repostType":2,"repost":{"id":"2320656562","pubTimestamp":1679324462,"share":"https://www.laohu8.com/m/news/2320656562?lang=&edition=full","pubTime":"2023-03-20 23:01","market":"us","language":"en","title":"2 Potentially Explosive Stocks to Buy in March","url":"https://stock-news.laohu8.com/highlight/detail?id=2320656562","media":"Motley Fool","summary":"Worried about the market? Even in the current atmosphere, there are some great opportunities.","content":"<html><head></head><body><p>Even though the <b>S&amp;P 500</b> lost most of its year-to-date gains recently, many top growth stocks are still clinging to year-to-date gains. After many of these stocks plunged in 2022, they&#39;re making comebacks as investors have been feeling more confident and prices have looked ripe to buy.</p><p><b>Airbnb</b> and <b>Dutch Bros</b> are two top stocks in that category, and now looks like the right time to buy.</p><h2>1. Airbnb: reimagining travel</h2><p>Airbnb continues to demonstrate strong growth and improved profitability. It has emerged as a leader in travel and offers several benefits for travelers, such as a large range of prices and locations that many traditional travel companies can&#39;t match.</p><p>In 2022, revenue increased 40% over the previous year to $8.4 billion. There was a backlog of bookings heading into the 2023 first quarter, with longer lead times for guest bookings in the fourth quarter as demand remained strong. Stays of 28 days or more are still the fastest-growing time category and represent an immense opportunity for Airbnb, both in terms of capturing this market and turning it into a new way to live. Supply is strong as well, with 900,000 new active listings in 2022 for a total of 6.6 million.</p><p>This is all while the company focuses on staying lean and profitable. It generated $3.4 billion of free cash flow in 2022, nearly 50% more than the year before. 2022 was its first full year with positive net income, which came in at $1.9 billion for the year. Headcount was 5% lower than in 2019, while revenue was 75% higher.</p><p>Airbnb stock is still down 21% over the past year although it&#39;s up 33% so far this year. At this price, shares trade at 41 times trailing 12-month earnings, a reasonable valuation for a top growth stock with explosive potential.</p><h2>2. Dutch Bros: A different take on coffee</h2><p>There are a few things that make Dutch Bros stand out as a coffee chain. One is the obviously different coffee culture, which is heavy on colorful fun and fostering community. Another is the focus on cold beverages, which make up a whopping 80% of the total.</p><p>Dutch Bros has been posting incredible growth, with a 48% year-over-year sales increase in 2022, which is impressive in this environment. However, that masks the challenge it&#39;s experiencing with same-store sales growth, which has been teetering negative. Nearly all of the increased revenue it&#39;s been getting is due to new stores.</p><p>To be fair, management pins part of that on its fortressing strategy, which involves opening several new stores in a small area. This builds presence and helps capture market share. However, it could dilute the short-term value per store. As a young and growing company, there are bound to be some of these hiccups along the growth journey.</p><p>Management sees the opportunity for 4,000 stores over the next 10 to 15 years, and it&#39;s opening up stores rapidly. Dutch Bros rolled out 133 new shops in 2022 and plans to open 150 more in 2023.</p><p>It&#39;s been struggling with profitability, and that&#39;s been exaggerated by inflation. But it has posted several quarters of positive net income, although it posted a net loss in the 2022 fourth quarter. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) has been steadily increasing over time.</p><p>Dutch Bros stock is down 40% over the past year, and it&#39;s only up 6% so far this year. Shares trade at only 2 times trailing 12-month sales, which is a compelling entry point for a high-growth stock that could skyrocket.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Potentially Explosive Stocks to Buy in March</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Potentially Explosive Stocks to Buy in March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 23:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/18/2-potentially-explosive-stocks-to-buy-in-march/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even though the S&P 500 lost most of its year-to-date gains recently, many top growth stocks are still clinging to year-to-date gains. After many of these stocks plunged in 2022, they're making ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/18/2-potentially-explosive-stocks-to-buy-in-march/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BROS":"Dutch Bros Inc.","BK4588":"碎股","ABNB":"爱彼迎","BK4209":"餐馆"},"source_url":"https://www.fool.com/investing/2023/03/18/2-potentially-explosive-stocks-to-buy-in-march/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320656562","content_text":"Even though the S&P 500 lost most of its year-to-date gains recently, many top growth stocks are still clinging to year-to-date gains. After many of these stocks plunged in 2022, they're making comebacks as investors have been feeling more confident and prices have looked ripe to buy.Airbnb and Dutch Bros are two top stocks in that category, and now looks like the right time to buy.1. Airbnb: reimagining travelAirbnb continues to demonstrate strong growth and improved profitability. It has emerged as a leader in travel and offers several benefits for travelers, such as a large range of prices and locations that many traditional travel companies can't match.In 2022, revenue increased 40% over the previous year to $8.4 billion. There was a backlog of bookings heading into the 2023 first quarter, with longer lead times for guest bookings in the fourth quarter as demand remained strong. Stays of 28 days or more are still the fastest-growing time category and represent an immense opportunity for Airbnb, both in terms of capturing this market and turning it into a new way to live. Supply is strong as well, with 900,000 new active listings in 2022 for a total of 6.6 million.This is all while the company focuses on staying lean and profitable. It generated $3.4 billion of free cash flow in 2022, nearly 50% more than the year before. 2022 was its first full year with positive net income, which came in at $1.9 billion for the year. Headcount was 5% lower than in 2019, while revenue was 75% higher.Airbnb stock is still down 21% over the past year although it's up 33% so far this year. At this price, shares trade at 41 times trailing 12-month earnings, a reasonable valuation for a top growth stock with explosive potential.2. Dutch Bros: A different take on coffeeThere are a few things that make Dutch Bros stand out as a coffee chain. One is the obviously different coffee culture, which is heavy on colorful fun and fostering community. Another is the focus on cold beverages, which make up a whopping 80% of the total.Dutch Bros has been posting incredible growth, with a 48% year-over-year sales increase in 2022, which is impressive in this environment. However, that masks the challenge it's experiencing with same-store sales growth, which has been teetering negative. Nearly all of the increased revenue it's been getting is due to new stores.To be fair, management pins part of that on its fortressing strategy, which involves opening several new stores in a small area. This builds presence and helps capture market share. However, it could dilute the short-term value per store. As a young and growing company, there are bound to be some of these hiccups along the growth journey.Management sees the opportunity for 4,000 stores over the next 10 to 15 years, and it's opening up stores rapidly. Dutch Bros rolled out 133 new shops in 2022 and plans to open 150 more in 2023.It's been struggling with profitability, and that's been exaggerated by inflation. But it has posted several quarters of positive net income, although it posted a net loss in the 2022 fourth quarter. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) has been steadily increasing over time.Dutch Bros stock is down 40% over the past year, and it's only up 6% so far this year. Shares trade at only 2 times trailing 12-month sales, which is a compelling entry point for a high-growth stock that could skyrocket.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943132542,"gmtCreate":1679266489787,"gmtModify":1679266493490,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943132542","repostId":"2320548722","repostType":2,"repost":{"id":"2320548722","pubTimestamp":1679231306,"share":"https://www.laohu8.com/m/news/2320548722?lang=&edition=full","pubTime":"2023-03-19 21:08","market":"us","language":"en","title":"Credit Suisse Said to Push Back Against UBS’s $1 Billion Offer","url":"https://stock-news.laohu8.com/highlight/detail?id=2320548722","media":"Bloomberg","summary":"UBS Group AG is offering to buy Credit Suisse Group AG for as much as $1 billion, a deal that the tr","content":"<html><head></head><body><p>UBS Group AG is offering to buy Credit Suisse Group AG for as much as $1 billion, a deal that the troubled Swiss firm is pushing back on with backing from its biggest shareholder.</p><p>Credit Suisse, which ended Friday with a market value of about 7.4 billion francs ($8 billion), believes the offer is too low and would hurt shareholders and employees who have deferred stock, according to people with knowledge of the matter.</p><p>The UBS offer was communicated on Sunday with a price of 0.25 francs a share to be paid in stock. UBS also insisted on a material adverse change that voids the deal if its credit default spreads jump by 100 basis points or more, the Financial Times reported. Credit Suisse closed down 8% to 1.86 francs at the close on Friday.</p><p>Swiss authorities are seeking to broker a deal that would address a rout in Credit Suisse that sent shock waves across the global financial system over the past week when panicked investors dumped its shares and bonds following the collapse of several smaller US lenders. A liquidity backstop by the Swiss central bank briefly arrested the declines, but the market drama carries the risk that clients or counterparties would continue fleeing, with potential ramifications for the broader industry.</p><p>The complex discussions over what would be the first combination of two global systemically important banks since the financial crisis have seen Swiss and US authorities weigh in, according to people with knowledge of the matter. Talks accelerated Saturday, with all sides pushing for a solution that can be executed quickly after a week that saw clients pull money and counterparties step back from some dealings with Credit Suisse.</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>Credit Suisse Said to Push Back Against UBS’s $1 Billion Offer</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\">\nCredit Suisse Said to Push Back Against UBS’s $1 Billion Offer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-19 21:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-19/credit-suisse-said-to-push-back-against-ubs-s-1-billion-offer?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS Group AG is offering to buy Credit Suisse Group AG for as much as $1 billion, a deal that the troubled Swiss firm is pushing back on with backing from its biggest shareholder.Credit Suisse, which ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-19/credit-suisse-said-to-push-back-against-ubs-s-1-billion-offer?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4207":"综合性银行","BK4118":"综合性资本市场","BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","BK4588":"碎股","UBS":"瑞银","BK4504":"桥水持仓","BK4552":"Archegos爆仓风波概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-19/credit-suisse-said-to-push-back-against-ubs-s-1-billion-offer?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320548722","content_text":"UBS Group AG is offering to buy Credit Suisse Group AG for as much as $1 billion, a deal that the troubled Swiss firm is pushing back on with backing from its biggest shareholder.Credit Suisse, which ended Friday with a market value of about 7.4 billion francs ($8 billion), believes the offer is too low and would hurt shareholders and employees who have deferred stock, according to people with knowledge of the matter.The UBS offer was communicated on Sunday with a price of 0.25 francs a share to be paid in stock. UBS also insisted on a material adverse change that voids the deal if its credit default spreads jump by 100 basis points or more, the Financial Times reported. Credit Suisse closed down 8% to 1.86 francs at the close on Friday.Swiss authorities are seeking to broker a deal that would address a rout in Credit Suisse that sent shock waves across the global financial system over the past week when panicked investors dumped its shares and bonds following the collapse of several smaller US lenders. A liquidity backstop by the Swiss central bank briefly arrested the declines, but the market drama carries the risk that clients or counterparties would continue fleeing, with potential ramifications for the broader industry.The complex discussions over what would be the first combination of two global systemically important banks since the financial crisis have seen Swiss and US authorities weigh in, according to people with knowledge of the matter. Talks accelerated Saturday, with all sides pushing for a solution that can be executed quickly after a week that saw clients pull money and counterparties step back from some dealings with Credit Suisse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943132296,"gmtCreate":1679266471715,"gmtModify":1679266475377,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943132296","repostId":"2320584107","repostType":2,"repost":{"id":"2320584107","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":1679186631,"share":"https://www.laohu8.com/m/news/2320584107?lang=&edition=full","pubTime":"2023-03-19 08:43","market":"us","language":"en","title":"What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2320584107","media":"Dow Jones","summary":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors","content":"<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&amp;P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</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>What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-19 08:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&amp;P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","BK4552":"Archegos爆仓风波概念",".DJI":"道琼斯","BK4585":"ETF&股票定投概念","SBNY":"签字银行","BK4118":"综合性资本市场","BK4548":"巴美列捷福持仓",".IXIC":"NASDAQ Composite","LU1861217088.USD":"贝莱德金融科技A2","BK4589":"SVB概念","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4588":"碎股",".SPX":"S&P 500 Index","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320584107","content_text":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.Fear of unknown risksWild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”The Dow Jones Industrial Average shed 384 points Friday, the S&P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943132647,"gmtCreate":1679266452589,"gmtModify":1679266456065,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943132647","repostId":"2320569978","repostType":2,"repost":{"id":"2320569978","pubTimestamp":1679189769,"share":"https://www.laohu8.com/m/news/2320569978?lang=&edition=full","pubTime":"2023-03-19 09:36","market":"us","language":"en","title":"2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2320569978","media":"Motley Fool","summary":"These stocks are up over 30% year to date and could have room to run.","content":"<html><head></head><body><p>Inflation, supply shortages, and rising interest rates were too much for the markets last year. These headwinds hit expensive growth stocks particularly hard, but many top stocks are starting to impress Wall Street again with strong business fundamentals.</p><p><b>Advanced Micro Devices</b> (AMD) and <b>Roblox</b> have returned 38% and 50%, respectively, since the beginning of the year. These companies are tapping into long-term megatrends of artificial intelligence (AI) and the metaverse, so it&#39;s not surprising to see investors coming around to these promising growth stories.</p><p>Let&#39;s take a deeper look at what&#39;s driving these two breakout growth stocks higher and why it&#39;s not too late to buy them today.</p><h2>1. Advanced Micro Devices</h2><p>Companies across just about every industry are investing in cloud services and AI to more cost-effectively run their business, speed up product development, and power personalized recommendations. All these require one thing: high-performance processors to process large data workloads.</p><p>Advanced Micro Devices has been gaining market share against <b>Intel</b> in recent years to meet the growing demand for hardware acceleration. Since 2019, revenue has more than tripled to $23 billion, and AMD just capped off a transformative year that positions it for more growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12efe1f86a26874d4d8772f9391162a1\" tg-width=\"720\" tg-height=\"410\" width=\"100%\" height=\"auto\"/><span>Data by YCharts.</span></p><p>Last year, AMD made a game-changing $48 billion acquisition of Xilinx, a leading provider of adaptive system-on-chips and field-programmable gate arrays (FPGAs) used in edge computing devices, including smart home applications, consumer electronics, and industrial markets, such as 5G wireless. AMD also expanded its data center capabilities with the acquisition of Pensando Systems, which rounds out the company&#39;s chip portfolio with data processing units (DPUs) and other data center solutions.</p><p>While AMD is also a key supplier of processors for consumer desktops, notebooks, and gaming consoles, data center and embedded chips made up over half of its fourth-quarter revenue and will be a key growth driver over the long term. Strong demand from enterprise helped AMD finish the year with adjusted (pro forma) revenue up 20% over 2021.</p><p>However, enterprises started to slow their data center spending in the second half of 2022, and Wall Street is worried this could dictate a slower cadence of spending in 2023, impacting AMD&#39;s data center business.</p><p>Indeed, management expects a softer start to 2023, but the stock is still moving higher for a few reasons. The lower forward price-to-earnings (P/E) ratio of 31 offers a better entry point for investors than a year ago. Also, AMD&#39;s addressable market opportunity has now expanded to an estimated $300 billion through 2025 following the acquisitions last year.</p><p>AMD has a promising future and should deliver more returns for investors from here.</p><h2>2. Roblox</h2><p>Roblox stock has been a roller-coaster over the last few years. The company reported soaring revenue during 2020 when kids were at home spending more time playing games, but this turned into a major headwind once they went back to school.</p><p>The reopening of the economy in 2021 and the macroeconomic headwinds in 2022 have made it difficult for Roblox to maintain robust growth rates.  As revenue growth slowed, the stock tumbled, but it might have sold off a little too much given the continued revenue stability of the business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/916a9292f102866fce6bafe108ea0fa6\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>Data by YCharts. TTM = Trailing 12 month.</span></p><p>Roblox is tapping into a powerful long-term trend in socialized gaming. More players are jumping into games these days to hang out with friends as much as anything else. Moreover, Roblox is not just a gaming platform but also offers plenty of non-gaming experiences, such as virtual music concerts and brand-themed worlds from <b>Nike</b>, <b>Chipotle Mexican Grill</b>, among others.</p><p>One metric that signals a buying opportunity is the continued growth in users. Roblox ended 2022 with 58.8 million daily active users, up from 49.5 million in 2021 and 37.1 million in 2020.</p><p>Revenue has trailed the growth in users over the last few years, but the Q4 earnings report showed a sharp increase in bookings (a non-GAAP measure of revenue). This indicates user monetization is starting to catch up to the recent growth in new players.</p><p>Roblox stock looks expensive relative to other video game and social media stocks, currently trading at a price-to-sales (P/S) multiple of 11.6. But there are not many gaming and social media companies reporting double-digit growth in bookings and daily active users right now either.</p><p>If Roblox can successfully monetize its new players over the long term through more immersive gaming experiences and advertising, the stock could be a home run over the next decade.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-19 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/18/2-breakout-growth-stocks-you-can-buy-and-hold-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation, supply shortages, and rising interest rates were too much for the markets last year. These headwinds hit expensive growth stocks particularly hard, but many top stocks are starting to ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/18/2-breakout-growth-stocks-you-can-buy-and-hold-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","RBLX":"Roblox Corporation","BK4535":"淡马锡持仓","BK4543":"AI","BK4527":"明星科技股","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4579":"人工智能","BK4550":"红杉资本持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4141":"半导体产品","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4573":"虚拟现实","BK4547":"WSB热门概念","BK4085":"互动家庭娱乐","BK4512":"苹果概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","AMD":"美国超微公司","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4529":"IDC概念","BK4565":"NFT概念","BK4528":"SaaS概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4023":"应用软件","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4588":"碎股","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2023/03/18/2-breakout-growth-stocks-you-can-buy-and-hold-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320569978","content_text":"Inflation, supply shortages, and rising interest rates were too much for the markets last year. These headwinds hit expensive growth stocks particularly hard, but many top stocks are starting to impress Wall Street again with strong business fundamentals.Advanced Micro Devices (AMD) and Roblox have returned 38% and 50%, respectively, since the beginning of the year. These companies are tapping into long-term megatrends of artificial intelligence (AI) and the metaverse, so it's not surprising to see investors coming around to these promising growth stories.Let's take a deeper look at what's driving these two breakout growth stocks higher and why it's not too late to buy them today.1. Advanced Micro DevicesCompanies across just about every industry are investing in cloud services and AI to more cost-effectively run their business, speed up product development, and power personalized recommendations. All these require one thing: high-performance processors to process large data workloads.Advanced Micro Devices has been gaining market share against Intel in recent years to meet the growing demand for hardware acceleration. Since 2019, revenue has more than tripled to $23 billion, and AMD just capped off a transformative year that positions it for more growth.Data by YCharts.Last year, AMD made a game-changing $48 billion acquisition of Xilinx, a leading provider of adaptive system-on-chips and field-programmable gate arrays (FPGAs) used in edge computing devices, including smart home applications, consumer electronics, and industrial markets, such as 5G wireless. AMD also expanded its data center capabilities with the acquisition of Pensando Systems, which rounds out the company's chip portfolio with data processing units (DPUs) and other data center solutions.While AMD is also a key supplier of processors for consumer desktops, notebooks, and gaming consoles, data center and embedded chips made up over half of its fourth-quarter revenue and will be a key growth driver over the long term. Strong demand from enterprise helped AMD finish the year with adjusted (pro forma) revenue up 20% over 2021.However, enterprises started to slow their data center spending in the second half of 2022, and Wall Street is worried this could dictate a slower cadence of spending in 2023, impacting AMD's data center business.Indeed, management expects a softer start to 2023, but the stock is still moving higher for a few reasons. The lower forward price-to-earnings (P/E) ratio of 31 offers a better entry point for investors than a year ago. Also, AMD's addressable market opportunity has now expanded to an estimated $300 billion through 2025 following the acquisitions last year.AMD has a promising future and should deliver more returns for investors from here.2. RobloxRoblox stock has been a roller-coaster over the last few years. The company reported soaring revenue during 2020 when kids were at home spending more time playing games, but this turned into a major headwind once they went back to school.The reopening of the economy in 2021 and the macroeconomic headwinds in 2022 have made it difficult for Roblox to maintain robust growth rates.  As revenue growth slowed, the stock tumbled, but it might have sold off a little too much given the continued revenue stability of the business.Data by YCharts. TTM = Trailing 12 month.Roblox is tapping into a powerful long-term trend in socialized gaming. More players are jumping into games these days to hang out with friends as much as anything else. Moreover, Roblox is not just a gaming platform but also offers plenty of non-gaming experiences, such as virtual music concerts and brand-themed worlds from Nike, Chipotle Mexican Grill, among others.One metric that signals a buying opportunity is the continued growth in users. Roblox ended 2022 with 58.8 million daily active users, up from 49.5 million in 2021 and 37.1 million in 2020.Revenue has trailed the growth in users over the last few years, but the Q4 earnings report showed a sharp increase in bookings (a non-GAAP measure of revenue). This indicates user monetization is starting to catch up to the recent growth in new players.Roblox stock looks expensive relative to other video game and social media stocks, currently trading at a price-to-sales (P/S) multiple of 11.6. But there are not many gaming and social media companies reporting double-digit growth in bookings and daily active users right now either.If Roblox can successfully monetize its new players over the long term through more immersive gaming experiences and advertising, the stock could be a home run over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943132883,"gmtCreate":1679266418542,"gmtModify":1679266422041,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943132883","repostId":"2320959642","repostType":2,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940821146,"gmtCreate":1677819254186,"gmtModify":1677819258359,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"‌<a href=\"\">[强]&nbsp;</a>‌","listText":"‌<a href=\"\">[强]&nbsp;</a>‌","text":"‌[强] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940821146","repostId":"1100717186","repostType":2,"repost":{"id":"1100717186","pubTimestamp":1677815433,"share":"https://www.laohu8.com/m/news/1100717186?lang=&edition=full","pubTime":"2023-03-03 11:50","market":"us","language":"en","title":"Alphabet Vs. Meta: Easy Choice","url":"https://stock-news.laohu8.com/highlight/detail?id=1100717186","media":"Seeking Alpha","summary":"SummaryMeta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing acti","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms has outperformed the S&amp;P 500 massively, due to cost-cutting and a growing activity on the family of apps.</li><li>Alphabet got hit badly and is underperforming, due to the release of ChatGPT.</li><li>There is one clear winner, which is ready to dominate the next decade.</li></ul><p><img src=\"https://static.tigerbbs.com/d8851cdcaf4628db333dd0adb34c58a0\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>At the end of last year, I wrote an article for both Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms (NASDAQ:META) with respectively a Strong Buy and a Buy rating. Since then, both companies have been prioritizing onefficiency and trying to scale back on their over hired employees. Yet, Meta has been way more efficient and quicker in scaling back. In Q4, Meta had already decreased their headcount, while Alphabet on the other hand was still growing headcount. Meta&#39;s actions got rewarded immensely and outperformed the S&amp;P 500 by more than 60% sincemy last article. AlthoughAlphabetsaw a decent recovery from January&#39;s lows, ChatGPT threw the stock under the bus.</p><p><img src=\"https://static.tigerbbs.com/9eb06e3ad53413dde935c83510495b01\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><h2>Fundamentals Create Price Action</h2><p>One of the most important things in investing is revisiting your thesis, especially after a large move in stock price, change in fundamentalsor additional risks. Therefore, Alphabet and Meta both need a re-evaluation as respectively an additional risk has joined the Chat and a substantial rise in stock price happened.</p><p>Interestingly, Meta&#39;s price-to-earnings ratio has risen at a fast pace from 10 to 20 over the last months and has rejoined Alphabet. Both are now priced evenly, which makes it easier to decide which one we prefer to own.</p><p><img src=\"https://static.tigerbbs.com/6acbc02ae7e70e420b9161a2db83f4ff\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>The advertising market has seen some hiccups, as a result the profit margin of the two giants has decreased significantly. It is notable that Alphabet has held up better in profitability compared to Meta and is still really close to the average profit margin of the last 10 years.</p><p><img src=\"https://static.tigerbbs.com/727b948cbce84fea74a876f405edbdc6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Back in November, Meta&#39;s free cash flow yield was at a stunningly 8.58% and extremely discounted towards the other big tech names. Now the story has turned upside down, Alphabet is dominating free cash flow yield over all of big tech.</p><p><img src=\"https://static.tigerbbs.com/1bd6711bc1edca06e17f63ebde17abad\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><h2>Risk Vs. Reward</h2><p><b>Meta</b> won back bullish investor sentiment by cutting costs and by not losing attention of their strong core business. The stock was absurdly low priced compared to the cash cow it is. In Q4, the company showed investors it can keep growing the family of apps monthly active people. Although in America and Europe growth is stagnant, emerging countries in Asia (Vietnam, India,...) and South-America should not be forgotten. Lot of those countries have yet to see a digitalization boom.</p><p>However, as value investors, the stock price is much less interesting, than it was in November. The fundamentals are now closer to fair value and spending is high in an unprofitable metaverse business. At this point, the outcome of the metaverse spending has become increasingly more important to take in mind. Therefore, the risk vs reward balance is now relatively neutral for me.</p><p>On the other hand, <b>Alphabet</b> got a possible new competitor in the search engine battle. Microsoft is after market share with a combined engine of Bing and ChatGPT. ChatGPT is the brand new AI, that seems to know all answers and can bring it to you in a conversational interaction. People were in love on first sight. Nevertheless, Investors of Alphabet were not so happy. The stock price took some serious hits, which makes it interesting for value investors, since so far the fundamentals haven&#39;t changed.</p><p>It is good to know that this is not the first time, that Bing aka Microsoft has tried to get into the search engine competition.Partnershipswith Yahoo! and Facebook did not make it successful and Google kept a powerful position.</p><p>Next to that Investors seem to forget the investments Alphabet has done over the past years. Alphabet was one of thefirst companies to invest in AI. Back in 2014, the company spent $10 million on Dark Blue Labs &amp; Vision Factory, which is now integrated in DeepMind. Further, Alphabet has its own conversational AI bot namedLaMDA, which is built on the Transformer neural network architecture. Transformer was invented by Google Research and has also helped building ChatGPT. Google gains more data than any other company and should easily replicate ChatGPT withBard(based on LaMDA).</p><h2>Takeaway</h2><p>For me, Alphabet is the clear choice to invest my money right now. I have trimmed my Meta position by 50% on the 3th of February. On the other hand, I have been buying more shares of Alphabet. Currently, I hold a 10.3% allocation in Alphabet and 2.3% allocation in Meta.</p><p>Alphabet offers me less risks and similar if not better rewards going forward. The company is not behind in the AI game and has a strong position going forward. Of course, it will always be difficult to stay on top of the game, nonetheless Alphabet&#39;s investments has been in the right sectors.</p><p>The company&#39;s balance sheet is sitting on $113 billion in cash and short term investments. This gives more than enough options for future investments and buying back shares at these prices. In addition,two notable investors, Li Lu and Seth Klarman have increased their stake in Alphabet by respectively 168% and 190%. The PE of 20 is rather low compared to the average of the last years, so the bearish sentiment offers a great opportunity in one of the strongest moat businesses in the world.</p><p>I remain my Strong Buy rating for Alphabet and downgrade Meta to a Hold.</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>Alphabet Vs. Meta: Easy Choice</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\">\nAlphabet Vs. Meta: Easy Choice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583761-alphabet-vs-meta-easy-choice><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing activity on the family of apps.Alphabet got hit badly and is underperforming, due to the release of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583761-alphabet-vs-meta-easy-choice\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4583761-alphabet-vs-meta-easy-choice","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100717186","content_text":"SummaryMeta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing activity on the family of apps.Alphabet got hit badly and is underperforming, due to the release of ChatGPT.There is one clear winner, which is ready to dominate the next decade.At the end of last year, I wrote an article for both Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms (NASDAQ:META) with respectively a Strong Buy and a Buy rating. Since then, both companies have been prioritizing onefficiency and trying to scale back on their over hired employees. Yet, Meta has been way more efficient and quicker in scaling back. In Q4, Meta had already decreased their headcount, while Alphabet on the other hand was still growing headcount. Meta's actions got rewarded immensely and outperformed the S&P 500 by more than 60% sincemy last article. AlthoughAlphabetsaw a decent recovery from January's lows, ChatGPT threw the stock under the bus.Data byYChartsFundamentals Create Price ActionOne of the most important things in investing is revisiting your thesis, especially after a large move in stock price, change in fundamentalsor additional risks. Therefore, Alphabet and Meta both need a re-evaluation as respectively an additional risk has joined the Chat and a substantial rise in stock price happened.Interestingly, Meta's price-to-earnings ratio has risen at a fast pace from 10 to 20 over the last months and has rejoined Alphabet. Both are now priced evenly, which makes it easier to decide which one we prefer to own.Data byYChartsThe advertising market has seen some hiccups, as a result the profit margin of the two giants has decreased significantly. It is notable that Alphabet has held up better in profitability compared to Meta and is still really close to the average profit margin of the last 10 years.Data byYChartsBack in November, Meta's free cash flow yield was at a stunningly 8.58% and extremely discounted towards the other big tech names. Now the story has turned upside down, Alphabet is dominating free cash flow yield over all of big tech.Data byYChartsRisk Vs. RewardMeta won back bullish investor sentiment by cutting costs and by not losing attention of their strong core business. The stock was absurdly low priced compared to the cash cow it is. In Q4, the company showed investors it can keep growing the family of apps monthly active people. Although in America and Europe growth is stagnant, emerging countries in Asia (Vietnam, India,...) and South-America should not be forgotten. Lot of those countries have yet to see a digitalization boom.However, as value investors, the stock price is much less interesting, than it was in November. The fundamentals are now closer to fair value and spending is high in an unprofitable metaverse business. At this point, the outcome of the metaverse spending has become increasingly more important to take in mind. Therefore, the risk vs reward balance is now relatively neutral for me.On the other hand, Alphabet got a possible new competitor in the search engine battle. Microsoft is after market share with a combined engine of Bing and ChatGPT. ChatGPT is the brand new AI, that seems to know all answers and can bring it to you in a conversational interaction. People were in love on first sight. Nevertheless, Investors of Alphabet were not so happy. The stock price took some serious hits, which makes it interesting for value investors, since so far the fundamentals haven't changed.It is good to know that this is not the first time, that Bing aka Microsoft has tried to get into the search engine competition.Partnershipswith Yahoo! and Facebook did not make it successful and Google kept a powerful position.Next to that Investors seem to forget the investments Alphabet has done over the past years. Alphabet was one of thefirst companies to invest in AI. Back in 2014, the company spent $10 million on Dark Blue Labs & Vision Factory, which is now integrated in DeepMind. Further, Alphabet has its own conversational AI bot namedLaMDA, which is built on the Transformer neural network architecture. Transformer was invented by Google Research and has also helped building ChatGPT. Google gains more data than any other company and should easily replicate ChatGPT withBard(based on LaMDA).TakeawayFor me, Alphabet is the clear choice to invest my money right now. I have trimmed my Meta position by 50% on the 3th of February. On the other hand, I have been buying more shares of Alphabet. Currently, I hold a 10.3% allocation in Alphabet and 2.3% allocation in Meta.Alphabet offers me less risks and similar if not better rewards going forward. The company is not behind in the AI game and has a strong position going forward. Of course, it will always be difficult to stay on top of the game, nonetheless Alphabet's investments has been in the right sectors.The company's balance sheet is sitting on $113 billion in cash and short term investments. This gives more than enough options for future investments and buying back shares at these prices. In addition,two notable investors, Li Lu and Seth Klarman have increased their stake in Alphabet by respectively 168% and 190%. The PE of 20 is rather low compared to the average of the last years, so the bearish sentiment offers a great opportunity in one of the strongest moat businesses in the world.I remain my Strong Buy rating for Alphabet and downgrade Meta to a Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957777323,"gmtCreate":1677576205663,"gmtModify":1677576209251,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[LOL]&nbsp;","listText":"[LOL]&nbsp;","text":"[LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957777323","repostId":"2314897593","repostType":2,"repost":{"id":"2314897593","pubTimestamp":1677552106,"share":"https://www.laohu8.com/m/news/2314897593?lang=&edition=full","pubTime":"2023-02-28 10:41","market":"us","language":"en","title":"Better Bear Market Buy: AMD vs. Taiwan Semiconductor","url":"https://stock-news.laohu8.com/highlight/detail?id=2314897593","media":"Motley Fool","summary":"Choosing one might depend on which tech segment you like more.","content":"<html><head></head><body><p>Demand for high-performance semiconductors has never been higher. But even the world&#39;s leading semiconductor companies have seen dramatic valuation pullbacks in the face of macroeconomic pressures. Leading processor player <b>Advanced Micro Devices</b> (AMD 1.42%) has seen its stock fall roughly 52.5% from its peak level. Meanwhile, semiconductor fabrication leader <b>Taiwan Semiconductor Manufacturing Company</b> (TSM -0.19%) is trading down roughly 38% from its high.</p><p>Which of these top semiconductor stocks looks like the better buy on the heels of recent sell-offs? Read on to see why two Motley Fool contributors have differing takes on which company looks like the better investment at today&#39;s prices.</p><p><img src=\"https://static.tigerbbs.com/7240f9c983cb1b097fe9971ff6baf124\" tg-width=\"700\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>AMD is growing revenue and profits</h2><p><b>Parkev Tatevosian:</b> Advanced Micro Devices is admittedly facing difficult near-term prospects as pandemic-driven demand has faded. As a result of the pandemic, folks suddenly needed to learn, work, and entertain themselves more at home. That increased demand for AMD&#39;s CPUs and GPUs since they are inputs to desktop and laptop computers.</p><p>However, once people buy a computer, they typically don&#39;t upgrade it for several years. The boom during the early part of the pandemic brought forward sales for AMD, but there&#39;s been a deceleration in growth in late 2022 and into 2023.</p><p>That said, AMD has excellent prospects in the long run. Folks will be demanding more processing power from their electronics, which AMD has proven it can deliver. Further, if you look beyond the volatility in recent years, AMD has grown revenue at a compounded annual rate of 15.8% in the last decade.</p><p>That growth helped boost AMD&#39;s operating income from $85 million to $1.26 billion in that same time frame. The company&#39;s sales and profits will be constrained over the next several quarters given the demand picture, but that&#39;s arguably already priced into its valuation. AMD stock trades at a forward price-to-earnings ratio of 25.68, near the lowest it has traded for in several years.</p><p><img src=\"https://static.tigerbbs.com/2f870b11a05e2b474b94702f95c697ad\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMD PE Ratio (Forward) data by YCharts</p><h2>TSMC&#39;s foundation-level services make it a top play</h2><p><b>Keith Noonan: </b>TSMC stands as the world&#39;s leading provider of contract fabrication services. By some accounts, the company accounts for roughly 55% of overall contract chip production and over 90% of foundry services for high-performance chips. While there are typically multiple companies vying for leadership in most corners of the semiconductor market, the fab space has one clear leader -- and that&#39;s TSMC.</p><p>TSMC stock has seen pullbacks in conjunction with investors becoming more cautious about growth stocks and generally more risk-averse in the face of continued economic turbulence, but I think there&#39;s a very good chance the stock will bounce back and go on to reach new highs.</p><p>With the stock trading at roughly 15 times expected earnings, TSMC looks attractively valued for long-term investors.</p><p><img src=\"https://static.tigerbbs.com/f66931a5fde240e881b7b10a0d0e2d41\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSM PE Ratio (Forward) data by YCharts</p><p>It&#39;s worth keeping in mind that the chip industry has historically been prone to cyclical trends, but these seem to be smoothing out thanks to the fact that semiconductors are powering most key technology trends.</p><p>In the recently reported fourth quarter, TSMC managed to grow revenue 26.7% year over year to reach nearly $20 billion, and the business posted a gross profit margin of 62.2%, an operating margin of 52%, and a net profit margin of 47.3% on strong demand for new-generation chip nodes. And despite the macroeconomic challenges at hand, it looks like the company is on track to deliver midteens revenue growth this year. The company grew sales 16.2% year over year in January.</p><p>From 2021 through 2026, TSMC expects to grow revenue at a compound annual growth rate between 15% and 20% and to post a gross margin of 53% and a return on equity above 25%. The company&#39;s leading position in the fab space is allowing it to post strong margins and efficiently generate profits, and that should continue.</p><p>Ultimately, I think that TSMC&#39;s dominant position in the fab space gives it a lower risk profile compared to AMD while still also offering plenty of potential for long-term capital appreciation. That&#39;s not to say that I think that AMD stock looks like a bad buy. Far from it. But I believe the fabrication leader&#39;s risk-reward profile is more appealing in the current market climate.</p><h2>So which stock is the better buy?</h2><p>Investors seeking a dedicated play in the processor space will almost certainly find a lot more to like about AMD. On the other hand, those seeking a pick-and-shovel play to benefit from the growth of the overall chip industry would be better off putting their money behind TSMC.</p><p>For investors seeking broad exposure to the semiconductor industry, buying both AMD and TSMC stock could be the best move.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Bear Market Buy: AMD vs. Taiwan Semiconductor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Bear Market Buy: AMD vs. Taiwan Semiconductor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/27/better-bear-market-buy-amd-vs-taiwan-semiconductor/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Demand for high-performance semiconductors has never been higher. But even the world's leading semiconductor companies have seen dramatic valuation pullbacks in the face of macroeconomic pressures. ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/27/better-bear-market-buy-amd-vs-taiwan-semiconductor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4512":"苹果概念","AMD":"美国超微公司","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4529":"IDC概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","TSM":"台积电","BK4575":"芯片概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4566":"资本集团","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4588":"碎股","BK4141":"半导体产品","BK4573":"虚拟现实","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD"},"source_url":"https://www.fool.com/investing/2023/02/27/better-bear-market-buy-amd-vs-taiwan-semiconductor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314897593","content_text":"Demand for high-performance semiconductors has never been higher. But even the world's leading semiconductor companies have seen dramatic valuation pullbacks in the face of macroeconomic pressures. Leading processor player Advanced Micro Devices (AMD 1.42%) has seen its stock fall roughly 52.5% from its peak level. Meanwhile, semiconductor fabrication leader Taiwan Semiconductor Manufacturing Company (TSM -0.19%) is trading down roughly 38% from its high.Which of these top semiconductor stocks looks like the better buy on the heels of recent sell-offs? Read on to see why two Motley Fool contributors have differing takes on which company looks like the better investment at today's prices.Image source: Getty Images.AMD is growing revenue and profitsParkev Tatevosian: Advanced Micro Devices is admittedly facing difficult near-term prospects as pandemic-driven demand has faded. As a result of the pandemic, folks suddenly needed to learn, work, and entertain themselves more at home. That increased demand for AMD's CPUs and GPUs since they are inputs to desktop and laptop computers.However, once people buy a computer, they typically don't upgrade it for several years. The boom during the early part of the pandemic brought forward sales for AMD, but there's been a deceleration in growth in late 2022 and into 2023.That said, AMD has excellent prospects in the long run. Folks will be demanding more processing power from their electronics, which AMD has proven it can deliver. Further, if you look beyond the volatility in recent years, AMD has grown revenue at a compounded annual rate of 15.8% in the last decade.That growth helped boost AMD's operating income from $85 million to $1.26 billion in that same time frame. The company's sales and profits will be constrained over the next several quarters given the demand picture, but that's arguably already priced into its valuation. AMD stock trades at a forward price-to-earnings ratio of 25.68, near the lowest it has traded for in several years.AMD PE Ratio (Forward) data by YChartsTSMC's foundation-level services make it a top playKeith Noonan: TSMC stands as the world's leading provider of contract fabrication services. By some accounts, the company accounts for roughly 55% of overall contract chip production and over 90% of foundry services for high-performance chips. While there are typically multiple companies vying for leadership in most corners of the semiconductor market, the fab space has one clear leader -- and that's TSMC.TSMC stock has seen pullbacks in conjunction with investors becoming more cautious about growth stocks and generally more risk-averse in the face of continued economic turbulence, but I think there's a very good chance the stock will bounce back and go on to reach new highs.With the stock trading at roughly 15 times expected earnings, TSMC looks attractively valued for long-term investors.TSM PE Ratio (Forward) data by YChartsIt's worth keeping in mind that the chip industry has historically been prone to cyclical trends, but these seem to be smoothing out thanks to the fact that semiconductors are powering most key technology trends.In the recently reported fourth quarter, TSMC managed to grow revenue 26.7% year over year to reach nearly $20 billion, and the business posted a gross profit margin of 62.2%, an operating margin of 52%, and a net profit margin of 47.3% on strong demand for new-generation chip nodes. And despite the macroeconomic challenges at hand, it looks like the company is on track to deliver midteens revenue growth this year. The company grew sales 16.2% year over year in January.From 2021 through 2026, TSMC expects to grow revenue at a compound annual growth rate between 15% and 20% and to post a gross margin of 53% and a return on equity above 25%. The company's leading position in the fab space is allowing it to post strong margins and efficiently generate profits, and that should continue.Ultimately, I think that TSMC's dominant position in the fab space gives it a lower risk profile compared to AMD while still also offering plenty of potential for long-term capital appreciation. That's not to say that I think that AMD stock looks like a bad buy. Far from it. But I believe the fabrication leader's risk-reward profile is more appealing in the current market climate.So which stock is the better buy?Investors seeking a dedicated play in the processor space will almost certainly find a lot more to like about AMD. On the other hand, those seeking a pick-and-shovel play to benefit from the growth of the overall chip industry would be better off putting their money behind TSMC.For investors seeking broad exposure to the semiconductor industry, buying both AMD and TSMC stock could be the best move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918924785,"gmtCreate":1664318875648,"gmtModify":1676537429915,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Om","listText":"Om","text":"Om","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918924785","repostId":"2270222565","repostType":2,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935384000,"gmtCreate":1663033624301,"gmtModify":1676537187479,"author":{"id":"4104607866148980","authorId":"4104607866148980","name":"nicholas84","avatar":"https://community-static.tradeup.com/news/d92fdff92e42dd6fed798780f061c631","crmLevel":2,"crmLevelSwitch":0},"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/9935384000","repostId":"2267324797","repostType":2,"repost":{"id":"2267324797","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":1663031904,"share":"https://www.laohu8.com/m/news/2267324797?lang=&edition=full","pubTime":"2022-09-13 09:18","market":"us","language":"en","title":"Sell Roblox Stock, Analyst Says. The Metaverse Future Is Far Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2267324797","media":"Dow Jones","summary":"Roblox stock's current valuation aggressively factors in a metaverse future that's still likely far ","content":"<html><head></head><body><p>Roblox stock&#39;s current valuation aggressively factors in a metaverse future that&#39;s still likely far away, wrote Cowen analysts, who initiated coverage of the shares at Sell with a $31 price target.</p><p>Roblox Shares have lost half their market value this year, and are down 68% from a record intraday high of $141.60, set in November.</p><p>&#34;We view Roblox as a successful videogame and entertainment platform with some attractive characteristics,&#34; wrote analyst Doug Creutz in a research report, &#34;but we believe current valuation far too aggressively factors in a metaverse future that is likely still far away and may arrive in a fashion that leaves Roblox as just one of many players.&#34;</p><p>&#34;We believe that fictional depictions of the metaverse offer a good guide to what any eventual metaverse is likely to become,&#34; he added. But &#34;[t]echnical solutions needed to create a true metaverse may not materialize within a 5- to 10-year horizon.&#34;</p><p>Investors clamored for a piece of the gaming-platform stock after it went public in 2021 as it promised a successful metaverse-style product. Roblox stock, which first traded at $64.50 in its direct listing in March 2021, and soared later that year.</p><p>But shares tumbled in 2022, on a string of wider-than-expected quarterly losses. Inflation has set in and Roblox users have cut back. The average booking per daily active user, which includes some adverting and licensing revenue, was $12.25 in the latest fiscal second quarter, down 21% year over year.</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>Sell Roblox Stock, Analyst Says. The Metaverse Future Is Far Away</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\">\nSell Roblox Stock, Analyst Says. The Metaverse Future Is Far Away\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\">2022-09-13 09:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Roblox stock&#39;s current valuation aggressively factors in a metaverse future that&#39;s still likely far away, wrote Cowen analysts, who initiated coverage of the shares at Sell with a $31 price target.</p><p>Roblox Shares have lost half their market value this year, and are down 68% from a record intraday high of $141.60, set in November.</p><p>&#34;We view Roblox as a successful videogame and entertainment platform with some attractive characteristics,&#34; wrote analyst Doug Creutz in a research report, &#34;but we believe current valuation far too aggressively factors in a metaverse future that is likely still far away and may arrive in a fashion that leaves Roblox as just one of many players.&#34;</p><p>&#34;We believe that fictional depictions of the metaverse offer a good guide to what any eventual metaverse is likely to become,&#34; he added. But &#34;[t]echnical solutions needed to create a true metaverse may not materialize within a 5- to 10-year horizon.&#34;</p><p>Investors clamored for a piece of the gaming-platform stock after it went public in 2021 as it promised a successful metaverse-style product. Roblox stock, which first traded at $64.50 in its direct listing in March 2021, and soared later that year.</p><p>But shares tumbled in 2022, on a string of wider-than-expected quarterly losses. Inflation has set in and Roblox users have cut back. The average booking per daily active user, which includes some adverting and licensing revenue, was $12.25 in the latest fiscal second quarter, down 21% year over year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4547":"WSB热门概念","BK4565":"NFT概念","BK4085":"互动家庭娱乐","BK4554":"元宇宙及AR概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267324797","content_text":"Roblox stock's current valuation aggressively factors in a metaverse future that's still likely far away, wrote Cowen analysts, who initiated coverage of the shares at Sell with a $31 price target.Roblox Shares have lost half their market value this year, and are down 68% from a record intraday high of $141.60, set in November.\"We view Roblox as a successful videogame and entertainment platform with some attractive characteristics,\" wrote analyst Doug Creutz in a research report, \"but we believe current valuation far too aggressively factors in a metaverse future that is likely still far away and may arrive in a fashion that leaves Roblox as just one of many players.\"\"We believe that fictional depictions of the metaverse offer a good guide to what any eventual metaverse is likely to become,\" he added. But \"[t]echnical solutions needed to create a true metaverse may not materialize within a 5- to 10-year horizon.\"Investors clamored for a piece of the gaming-platform stock after it went public in 2021 as it promised a successful metaverse-style product. Roblox stock, which first traded at $64.50 in its direct listing in March 2021, and soared later that year.But shares tumbled in 2022, on a string of wider-than-expected quarterly losses. Inflation has set in and Roblox users have cut back. The average booking per daily active user, which includes some adverting and licensing revenue, was $12.25 in the latest fiscal second quarter, down 21% year over 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