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TigerTik

TigerTik

Trade like a tiger. Roar.

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08-29

$NVIDIA Corp(NVDA)$ 💪💪💪

2022-08-08

$OVERSEA-CHINESE BANKING CORP(O39.SI)$ocbc is my long-term bet. I will keep it for as long as possible. Hopefully will use it to fund my retirement. Keep the dividend coming and i am grateful.

2022-07-10

Good[Happy]

How Twitter and Tesla Shares Would React To Termination Of Musk-Twitter Deal: Analysts Weigh In

2022-05-28

Tesla on the rise. Pls go back to the glory 1000+ days.

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2022-05-16

AAPL, my top bet.[Happy]

The Top 5 Dow Stocks to Buy Now

2022-05-13

Yes... pls just concentrate on TSLA[What]

Elon Musk Says Twitter Deal Temporarily on Hold, Twitter Shares Plunge 19%

2022-05-11

Mr Musk, please stay and focus on TSLA. [What]

Musk says he will stay at Tesla as long as he is useful

2022-05-11

Thanks for the great analysis.[Happy]

Here's Why I Was A Buyer Yesterday

2022-05-09

Some good news pls...[Cool]

Sorry, the original content has been removed

2022-05-08

Will still choose TSLA for my investment. [Happy]

Sorry, the original content has been removed

2022-05-07

[Great]

EV Stocks Tumbled in Morning Trading

2022-05-06

[Cool]

Tiger Chart｜How Did U.S. Stocks Perform after Raising Interest Rates by 50 BP

2022-05-06

[Speechless]

Dow Tumbles 1,000 Points, Nasdaq Drops More Than 4% as Wall Street Sell-Off Intensifies

2022-05-05

[Happy]

Rebound Anticipated For Singapore Stock Market

2022-05-04

Still good news. 👍

Biogen Non-GAAP EPS of $3.62 Misses by $0.74, Revenue of $2.53B Beats by $30M

2022-05-03

I will support AAPL. Gogogo

Sorry, the original content has been removed

2022-04-27

$Tesla Motors(TSLA)$gogogo...

2022-04-24

[smile]

Will Nvidia Be a Trillion-Dollar Stock by 2025?

2022-04-23

[Happy]

Got $1,000? 5 Buffett Stocks to Buy and Hold Forever

2022-04-23

$Tesla Motors(TSLA)$c'mon.

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 💪💪💪","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 💪💪💪","text":"$NVIDIA Corp(NVDA)$ 💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343695630995576","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905429274,"gmtCreate":1659926722900,"gmtModify":1703476072465,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a><v-v data-views=\"1\"></v-v>ocbc is my long-term bet. I will keep it for as long as possible. Hopefully will use it to fund my retirement.&nbsp; Keep the dividend coming and i am grateful.","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a><v-v data-views=\"1\"></v-v>ocbc is my long-term bet. I will keep it for as long as possible. Hopefully will use it to fund my retirement.&nbsp; Keep the dividend coming and i am grateful.","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$ocbc is my long-term bet. I will keep it for as long as possible. Hopefully will use it to fund my retirement. Keep the dividend coming and i am grateful.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905429274","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071010461,"gmtCreate":1657427315953,"gmtModify":1676536006872,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Good[Happy]&nbsp;","listText":"Good[Happy]&nbsp;","text":"Good[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071010461","repostId":"1121102787","repostType":2,"repost":{"id":"1121102787","pubTimestamp":1657420141,"share":"https://ttm.financial/m/news/1121102787?lang=&edition=fundamental","pubTime":"2022-07-10 10:29","market":"us","language":"en","title":"How Twitter and Tesla Shares Would React To Termination Of Musk-Twitter Deal: Analysts Weigh In","url":"https://stock-news.laohu8.com/highlight/detail?id=1121102787","media":"Benzinga","summary":"ZINGER KEY POINTSWedbush's Ives says code red situation for Twitter shares, renegotiation option out","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Wedbush&#39;s Ives says code red situation for Twitter shares, renegotiation option out the window now.</li><li>Termination of the deal is a 5-10% positive for Tesla shares</li><li>Musk selling all his Twitter shares will clarify his intent to walk away from the proposed purchase.</li></ul><p>After weeks of dilly-dallying, <b>Tesla, Inc.</b> chief executive officer <b>Elon Musk</b> confirmed late Friday that he is terminating the deal to buy <b>Twitter, Inc.</b>.</p><p><b>Legal Battle In Cards:</b> Close on the heels of Musk&#39;s disclosure of his intentions, <b>Bret Taylor,</b> chairman of Twitter&#39;s board, tweeted that the board is committed to closing the transaction on the price and terms agreed upon with Musk.</p><p>He also warned of pursuing legal action to enforce the merger.</p><p>&#34;We are confident we will prevail in the Delaware Court of Chancery,&#34; Taylor said.</p><p><b>Wedbush</b> analyst <b>Daniel Ives</b> said he sees a &#34;long, nasty court battle&#34; ahead. Given the Twitter board&#39;s fiduciary responsibility to keep driving the Musk deal, it will be in the courts battling for potentially years to recoup the deal and/or the break-up fee of $1 billion at a minimum, he added.</p><p>&#34;This started as a soap opera in April when Musk launched the bid and ends as a nightmare on a Friday night in July. Now to the courts it goes,&#34; Ives said.</p><p><b>Code Red Situation For Twitter:</b> Ives said this is a &#34;code red&#34; situation for Twitter and its board. The analyst does not see other bidders emerging at a time while legal proceedings play out in the courts.</p><p>Twitter, according to the analyst, is now besieged by problems on multiple fronts, including employee turnover, advertising headwinds, a questionable DAU metric, brand issues, strategy changes etc., Ives said.</p><p>The analyst sees the renegotiation option as clearly out the window now. He reduced the price target for Twitter shares from $43 to $30, reflecting Twitter on a standalone valuation basis.</p><p><b>Positive For Tesla:</b> The deal termination is worth 5-10% to Tesla shares, <b>Future Fund</b> founder <b>Gary Black</b> said. The Twitter overhang regarding the need for Musk to sell additional Tesla shares and CEO distraction is now lifted, he added.</p><p>The 5-10% move, according to the analyst, may not happen in the coming week. Walking away could be a tactic to get a better price, and Musk might not buy back the $8.5 billion Tesla shares he sold to finance his Twitter buy, the analyst said.</p><p>Additionally, institutions that exited Tesla may wait until after the second-quarter earnings to invest back in, he added.</p><p>Black also suggested that only when Musk sells the 73.1 million Twitter shares he accumulated, will it be known for sure it&#39;s all over and that it isn&#39;t just a negotiating tactic.</p><p>Musk&#39;s argument that Twitter knew that bots accounted for more than 5% of the user base and that he relied on that percentage while making the bid may not hold up in court, the analyst said. The Twitter board may not want to tie up the company for 12-18 months and may negotiate a lower price, he added.</p><p>If Musk can strike a new Twitter deal for $45 per share, the overhang on Tesla shares disappears, given the financing needed drops.</p><p>Twitter closed Friday&#39;s session down 5.10% at $36.81 and fell an incremental 4.81% to $35.04 in after-hours trading.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Twitter and Tesla Shares Would React To Termination Of Musk-Twitter Deal: Analysts Weigh In</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\">\nHow Twitter and Tesla Shares Would React To Termination Of Musk-Twitter Deal: Analysts Weigh In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/07/28008970/how-twitter-and-tesla-shares-would-react-to-termination-of-twitter-deal-analysts-we><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSWedbush's Ives says code red situation for Twitter shares, renegotiation option out the window now.Termination of the deal is a 5-10% positive for Tesla sharesMusk selling all his ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/07/28008970/how-twitter-and-tesla-shares-would-react-to-termination-of-twitter-deal-analysts-we\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/07/28008970/how-twitter-and-tesla-shares-would-react-to-termination-of-twitter-deal-analysts-we","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121102787","content_text":"ZINGER KEY POINTSWedbush's Ives says code red situation for Twitter shares, renegotiation option out the window now.Termination of the deal is a 5-10% positive for Tesla sharesMusk selling all his Twitter shares will clarify his intent to walk away from the proposed purchase.After weeks of dilly-dallying, Tesla, Inc. chief executive officer Elon Musk confirmed late Friday that he is terminating the deal to buy Twitter, Inc..Legal Battle In Cards: Close on the heels of Musk's disclosure of his intentions, Bret Taylor, chairman of Twitter's board, tweeted that the board is committed to closing the transaction on the price and terms agreed upon with Musk.He also warned of pursuing legal action to enforce the merger.\"We are confident we will prevail in the Delaware Court of Chancery,\" Taylor said.Wedbush analyst Daniel Ives said he sees a \"long, nasty court battle\" ahead. Given the Twitter board's fiduciary responsibility to keep driving the Musk deal, it will be in the courts battling for potentially years to recoup the deal and/or the break-up fee of $1 billion at a minimum, he added.\"This started as a soap opera in April when Musk launched the bid and ends as a nightmare on a Friday night in July. Now to the courts it goes,\" Ives said.Code Red Situation For Twitter: Ives said this is a \"code red\" situation for Twitter and its board. The analyst does not see other bidders emerging at a time while legal proceedings play out in the courts.Twitter, according to the analyst, is now besieged by problems on multiple fronts, including employee turnover, advertising headwinds, a questionable DAU metric, brand issues, strategy changes etc., Ives said.The analyst sees the renegotiation option as clearly out the window now. He reduced the price target for Twitter shares from $43 to $30, reflecting Twitter on a standalone valuation basis.Positive For Tesla: The deal termination is worth 5-10% to Tesla shares, Future Fund founder Gary Black said. The Twitter overhang regarding the need for Musk to sell additional Tesla shares and CEO distraction is now lifted, he added.The 5-10% move, according to the analyst, may not happen in the coming week. Walking away could be a tactic to get a better price, and Musk might not buy back the $8.5 billion Tesla shares he sold to finance his Twitter buy, the analyst said.Additionally, institutions that exited Tesla may wait until after the second-quarter earnings to invest back in, he added.Black also suggested that only when Musk sells the 73.1 million Twitter shares he accumulated, will it be known for sure it's all over and that it isn't just a negotiating tactic.Musk's argument that Twitter knew that bots accounted for more than 5% of the user base and that he relied on that percentage while making the bid may not hold up in court, the analyst said. The Twitter board may not want to tie up the company for 12-18 months and may negotiate a lower price, he added.If Musk can strike a new Twitter deal for $45 per share, the overhang on Tesla shares disappears, given the financing needed drops.Twitter closed Friday's session down 5.10% at $36.81 and fell an incremental 4.81% to $35.04 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025407855,"gmtCreate":1653712405877,"gmtModify":1676535332133,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Tesla on the rise. Pls go back to the glory 1000+ days.","listText":"Tesla on the rise. Pls go back to the glory 1000+ days.","text":"Tesla on the rise. Pls go back to the glory 1000+ days.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025407855","repostId":"2238290956","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020459646,"gmtCreate":1652675797185,"gmtModify":1676535139572,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"AAPL, my top bet.[Happy]&nbsp;","listText":"AAPL, my top bet.[Happy]&nbsp;","text":"AAPL, my top bet.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020459646","repostId":"1124488865","repostType":4,"repost":{"id":"1124488865","pubTimestamp":1652674564,"share":"https://ttm.financial/m/news/1124488865?lang=&edition=fundamental","pubTime":"2022-05-16 12:16","market":"us","language":"en","title":"The Top 5 Dow Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1124488865","media":"investorplace","summary":"Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abu","content":"<html><head></head><body><ul><li>Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.</li><li><b>Boeing</b>(<b>BA</b>) – Investors haven’t picked up this reopening play just yet.</li><li><b>Apple</b>(<b>AAPL</b>) – Robust growth and economies of scale could curb its exposure to global supply-chain issues.</li><li><b>Coca-Cola</b>(<b>KO</b>) – Organic sales and consumer staple tailwinds make KO stock an excellent conviction play.</li><li><b>Microsoft</b>(<b>MSFT</b>) – An underappreciated market stronghold and a healthy balance sheet could lead to a MSFT stock recovery.</li><li><b>UnitedHealth</b>(<b>UNH</b>) – This remains an excellent option for investors seeking a risk-off asset with consistent returns.</li></ul><p><img src=\"https://static.tigerbbs.com/f847ccd101cf811b234e57ba9fe19064\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Venturelli Luca / Shutterstock.com</p><p>It seems as though the market’s reverting to pre-pandemic territory. For instance,according to<i>Bloomberg News</i>, a<b>Morgan Stanley</b> report opines that most meme investors have lost all their 2020/21 gains as the market has rotated out of growth stocks. Furthermore, the contractionary economic environment has given rise to dividend and quality stocks, which have outperformed other investment styles over the past year.</p><p>I could easily see this trend continue with retail investors allocating funds into safer securities due to fear of further losses. A classical risk-aversion is the most likely outcome after a stock market sell-off, as investors tend to taxi their money into safe havens during bear markets. I could see the current risk-off narrative persist until a conducive environment for growth and small-cap stocks surfaces.</p><p>A few of the most high-quality stocks have been overlooked, and I believe now is their time to shine; here are five high-quality Dow stocks worth buying.</p><table><tbody><tr><td><b>BA</b></td><td><b>The Boeing Company</b></td><td>$127.20</td></tr><tr><td><b>APPL</b></td><td><b>Apple Inc.</b></td><td>$147.11</td></tr><tr><td><b>KO</b></td><td><b>The Coca-Cola Company</b></td><td>$65.72</td></tr><tr><td><b>MSFT</b></td><td><b>Microsoft Corporation</b></td><td>$261.12</td></tr><tr><td><b>UNH</b></td><td><b>UnitedHealth Group Incorporated</b></td><td>$485.40</td></tr></tbody></table><p></p><hr/><h2>Boeing (BA)<img src=\"https://static.tigerbbs.com/9c62786f29abc4cf2cd2b3ee9e0b7130\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Boeing</b>(NYSE:<b>BA</b>) is a top-tier reopening play that still hasn’t been recognized by the market. I’m not a fan of industrials at the moment. However,airline manufacturersare an exception as their business activities have lagged the sector due to a stagnating transportation industry. The stock’s trading at a one-year relative strength of22.59, presenting a fantastic “buy the dip” opportunity.</p><p>Furthermore, one of Boeing’s largest customers,<b>AerCap</b>(NYSE:<b>AER</b>), believes Boeing will bounce back soon.According to Aengus Kelly who’s the company’s CEO:“Clearly Boeing has got its own issues, but Boeing is a tremendous company that’s helped build the world for the last 100 years and I would never write them off, they still build great airplanes,”</p><p>Lastly, BA stock is undervalued on a normalized basis, with its price-to-sales ratio trading at a discount worth42.06%, suggesting that the stock’s revenue capacity is underestimated.</p><h2>Apple (AAPL)<img src=\"https://static.tigerbbs.com/364a2cb8d2afac18372e4783b1019bd1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Apple</b>(NASDAQ:<b>AAPL</b>) stock is down by nearly15%since the turn of the year, which is astonishing. This is a company with a market stronghold and34.28%year-over-year operating income growth. Additionally, Apple’s product differentiation strategy and economies of scale (gross margin of43.32%) has allowed it to achieve indefinite profitability. Yet, the market’s bearish on the stock due to global supply chain concerns.</p><p>However, market participants should realize that procurement and 3rd party sourcing is one of Apple’s strong suits, allowing it to curb supply-chain concerns. Additionally, Apple’srestructuring of its services unitto accommodate improved streaming and advertising solutions could add significant value to its long-term prospects.</p><p>APPL stock is undervalued at aPEG ratio of 0.66x, which indicates that the stock’s earnings-per-share growth is outpacing its stock price by 1.52x.</p><h2>Coca-Cola (KO)</h2><p><img src=\"https://static.tigerbbs.com/6e818d0013d94562a1aace9604c77d4d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A former Warren Buffett favorite,<b>Coca-Cola</b>(NYSE:<b>KO</b>) is making significant strides again. Elon Musk even joked thathe’d buy the company after his<b>Twitter</b>(NYSE:<b>TWTR</b>)acquisition, albeit for peculiar reasons.</p><p>Coca-Cola has dazzled with organic sales recently. The company recently beat its first-quarter earnings estimate by6 cents per shareafter itsorganic sales increased by 18%, with a 39% surge in Latin America.</p><p>Chris Carey of<b>Wells Fargo</b>believes theconsumer staples sector will continue to outperformthe broader market as investors ride out macroeconomic headwinds. I agree with Carey; it’s trivial that the current economic environment is conducive for consumer staple stocks as they’re generally defensive plays.</p><p>KO stock exhibits a solid return on equity of45.61% and offers a lucrative dividend at a forward yield of2.75%. This stock is in magnificent shape!</p><h2>Microsoft (MSFT)</h2><p><img src=\"https://static.tigerbbs.com/23700901ba8a46843e963fe38ea62db6\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Microsoft</b>(NASDAQ:<b>MSFT</b>) has fallen below a$2 trillionmarket capitalization with adrawdown of nearly 20% since the start of the year. I just can’t imagine MSFT stock continuing to slide. Microsoft’s diverse range of hardware and software offerings has led to an immaculate26.27% 5-year compound annual growth rate in the company’s operating income.</p><p>Furthermore, Microsoft’s balance sheet is robust, with anAltman Z-score of 8.62, allowing it to provide lucrative residual to its stockholders. Thus, I’m bullish on Microsoft stock as I believe it has the qualities to outperform in a doubtful stock market.</p><h2>UnitedHealth (UNH)<img src=\"https://static.tigerbbs.com/8551d32a9e6af4d13cc460134fc26fab\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>UnitedHealth</b>(NYSE:<b>UNH</b>) stock is probably the ultimate defensive play. I say this because of its exposure to the healthcare sector and its government-granted contracts. Sure, the insurance industry has faced its challenges during the pandemic. However, UnitedHealth has a stronghold in its domain, which is conveyed by its11.36% return-on-invested-capital ratio.</p><p>The company trotted past its first-quarter earnings estimate with a beat of14 cents per share. Behind its success was an 82% medical care ratio, medical reserve development of $290 million, and a days claims payable of 49.1.</p><p>UnitedHealth stock is undervalued relative to its peers. First off, its price-to-sales ratio is trading at a 64.31% discount, and secondly, UNH stock is trading at an enterprise value to sales ratio of only 1.62x. I believe the stock’s far from reaching its cyclical peak and could be a good buy in the current market climate.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 5 Dow Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 5 Dow Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.Boeing(BA) – ...</p>\n\n<a href=\"https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","BA":"波音","KO":"可口可乐","UNH":"联合健康"},"source_url":"https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124488865","content_text":"Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.Boeing(BA) – Investors haven’t picked up this reopening play just yet.Apple(AAPL) – Robust growth and economies of scale could curb its exposure to global supply-chain issues.Coca-Cola(KO) – Organic sales and consumer staple tailwinds make KO stock an excellent conviction play.Microsoft(MSFT) – An underappreciated market stronghold and a healthy balance sheet could lead to a MSFT stock recovery.UnitedHealth(UNH) – This remains an excellent option for investors seeking a risk-off asset with consistent returns.Source: Venturelli Luca / Shutterstock.comIt seems as though the market’s reverting to pre-pandemic territory. For instance,according toBloomberg News, aMorgan Stanley report opines that most meme investors have lost all their 2020/21 gains as the market has rotated out of growth stocks. Furthermore, the contractionary economic environment has given rise to dividend and quality stocks, which have outperformed other investment styles over the past year.I could easily see this trend continue with retail investors allocating funds into safer securities due to fear of further losses. A classical risk-aversion is the most likely outcome after a stock market sell-off, as investors tend to taxi their money into safe havens during bear markets. I could see the current risk-off narrative persist until a conducive environment for growth and small-cap stocks surfaces.A few of the most high-quality stocks have been overlooked, and I believe now is their time to shine; here are five high-quality Dow stocks worth buying.BAThe Boeing Company$127.20APPLApple Inc.$147.11KOThe Coca-Cola Company$65.72MSFTMicrosoft Corporation$261.12UNHUnitedHealth Group Incorporated$485.40Boeing (BA)Boeing(NYSE:BA) is a top-tier reopening play that still hasn’t been recognized by the market. I’m not a fan of industrials at the moment. However,airline manufacturersare an exception as their business activities have lagged the sector due to a stagnating transportation industry. The stock’s trading at a one-year relative strength of22.59, presenting a fantastic “buy the dip” opportunity.Furthermore, one of Boeing’s largest customers,AerCap(NYSE:AER), believes Boeing will bounce back soon.According to Aengus Kelly who’s the company’s CEO:“Clearly Boeing has got its own issues, but Boeing is a tremendous company that’s helped build the world for the last 100 years and I would never write them off, they still build great airplanes,”Lastly, BA stock is undervalued on a normalized basis, with its price-to-sales ratio trading at a discount worth42.06%, suggesting that the stock’s revenue capacity is underestimated.Apple (AAPL)Apple(NASDAQ:AAPL) stock is down by nearly15%since the turn of the year, which is astonishing. This is a company with a market stronghold and34.28%year-over-year operating income growth. Additionally, Apple’s product differentiation strategy and economies of scale (gross margin of43.32%) has allowed it to achieve indefinite profitability. Yet, the market’s bearish on the stock due to global supply chain concerns.However, market participants should realize that procurement and 3rd party sourcing is one of Apple’s strong suits, allowing it to curb supply-chain concerns. Additionally, Apple’srestructuring of its services unitto accommodate improved streaming and advertising solutions could add significant value to its long-term prospects.APPL stock is undervalued at aPEG ratio of 0.66x, which indicates that the stock’s earnings-per-share growth is outpacing its stock price by 1.52x.Coca-Cola (KO)A former Warren Buffett favorite,Coca-Cola(NYSE:KO) is making significant strides again. Elon Musk even joked thathe’d buy the company after hisTwitter(NYSE:TWTR)acquisition, albeit for peculiar reasons.Coca-Cola has dazzled with organic sales recently. The company recently beat its first-quarter earnings estimate by6 cents per shareafter itsorganic sales increased by 18%, with a 39% surge in Latin America.Chris Carey ofWells Fargobelieves theconsumer staples sector will continue to outperformthe broader market as investors ride out macroeconomic headwinds. I agree with Carey; it’s trivial that the current economic environment is conducive for consumer staple stocks as they’re generally defensive plays.KO stock exhibits a solid return on equity of45.61% and offers a lucrative dividend at a forward yield of2.75%. This stock is in magnificent shape!Microsoft (MSFT)Microsoft(NASDAQ:MSFT) has fallen below a$2 trillionmarket capitalization with adrawdown of nearly 20% since the start of the year. I just can’t imagine MSFT stock continuing to slide. Microsoft’s diverse range of hardware and software offerings has led to an immaculate26.27% 5-year compound annual growth rate in the company’s operating income.Furthermore, Microsoft’s balance sheet is robust, with anAltman Z-score of 8.62, allowing it to provide lucrative residual to its stockholders. Thus, I’m bullish on Microsoft stock as I believe it has the qualities to outperform in a doubtful stock market.UnitedHealth (UNH)UnitedHealth(NYSE:UNH) stock is probably the ultimate defensive play. I say this because of its exposure to the healthcare sector and its government-granted contracts. Sure, the insurance industry has faced its challenges during the pandemic. However, UnitedHealth has a stronghold in its domain, which is conveyed by its11.36% return-on-invested-capital ratio.The company trotted past its first-quarter earnings estimate with a beat of14 cents per share. Behind its success was an 82% medical care ratio, medical reserve development of $290 million, and a days claims payable of 49.1.UnitedHealth stock is undervalued relative to its peers. First off, its price-to-sales ratio is trading at a 64.31% discount, and secondly, UNH stock is trading at an enterprise value to sales ratio of only 1.62x. I believe the stock’s far from reaching its cyclical peak and could be a good buy in the current market climate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067892729,"gmtCreate":1652437501661,"gmtModify":1676535100282,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Yes... pls just concentrate on TSLA[What]&nbsp;","listText":"Yes... pls just concentrate on TSLA[What]&nbsp;","text":"Yes... pls just concentrate on TSLA[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067892729","repostId":"1136234141","repostType":2,"repost":{"id":"1136234141","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652435285,"share":"https://ttm.financial/m/news/1136234141?lang=&edition=fundamental","pubTime":"2022-05-13 17:48","market":"us","language":"en","title":"Elon Musk Says Twitter Deal Temporarily on Hold, Twitter Shares Plunge 19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136234141","media":"Tiger Newspress","summary":"Twitter Stock Tumbles 19% in Premarket Trading, while Tesla shares jump over 6%.Elon Musk says Twitt","content":"<html><head></head><body><p>Twitter Stock Tumbles 19% in Premarket Trading, while Tesla shares jump over 6%.</p><p>Elon Musk says Twitter deal temporarily on hold pending details supporting calculation that Spam/Fake accounts do indeed represent less than 5% of user.</p><p><img src=\"https://static.tigerbbs.com/b742f474e24a7abb22beb47f56c7f023\" tg-width=\"857\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/>Elon Musk&#39;s deal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> is temporarily on hold pending details, the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> founder tweeted Friday.</p><p>&#34;Twitter deal temporarily on hold pending details supporting calculation that spam/fake accounts do indeed represent less than 5% of users,&#34; Musk said.</p><p>He quote tweeted a Reuters story from May 2 that referenced Twitter&#39;s 10-Q filing noting that spam and on fake accounts account for fewer than 5% of monetizable daily active users.</p><p>It is unclear why this would have such an impact as to halt Musk&#39;s takeoever big of $54.20 per share.</p><p>&#34;We have performed an internal review of a sample of accounts and estimate that the average of false or spam accounts during the first quarter of 2022 represented fewer than 5% of our mDAU during the quarter,&#34; Twitter said in the filing. &#34;The false or spam accounts for a period represents the average of false or spam accounts in the samples during each monthly analysis period during the quarter.&#34;</p><p>&#34;In making this determination, we applied significant judgment, so our estimation of false or spam accounts may not accurately represent the actual number of such accounts, and the actual number of false or spam accounts could be higher than we have estimated.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Says Twitter Deal Temporarily on Hold, Twitter Shares Plunge 19%</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\">\nElon Musk Says Twitter Deal Temporarily on Hold, Twitter Shares Plunge 19%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-13 17:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter Stock Tumbles 19% in Premarket Trading, while Tesla shares jump over 6%.</p><p>Elon Musk says Twitter deal temporarily on hold pending details supporting calculation that Spam/Fake accounts do indeed represent less than 5% of user.</p><p><img src=\"https://static.tigerbbs.com/b742f474e24a7abb22beb47f56c7f023\" tg-width=\"857\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/>Elon Musk&#39;s deal to buy <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> is temporarily on hold pending details, the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> founder tweeted Friday.</p><p>&#34;Twitter deal temporarily on hold pending details supporting calculation that spam/fake accounts do indeed represent less than 5% of users,&#34; Musk said.</p><p>He quote tweeted a Reuters story from May 2 that referenced Twitter&#39;s 10-Q filing noting that spam and on fake accounts account for fewer than 5% of monetizable daily active users.</p><p>It is unclear why this would have such an impact as to halt Musk&#39;s takeoever big of $54.20 per share.</p><p>&#34;We have performed an internal review of a sample of accounts and estimate that the average of false or spam accounts during the first quarter of 2022 represented fewer than 5% of our mDAU during the quarter,&#34; Twitter said in the filing. &#34;The false or spam accounts for a period represents the average of false or spam accounts in the samples during each monthly analysis period during the quarter.&#34;</p><p>&#34;In making this determination, we applied significant judgment, so our estimation of false or spam accounts may not accurately represent the actual number of such accounts, and the actual number of false or spam accounts could be higher than we have estimated.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136234141","content_text":"Twitter Stock Tumbles 19% in Premarket Trading, while Tesla shares jump over 6%.Elon Musk says Twitter deal temporarily on hold pending details supporting calculation that Spam/Fake accounts do indeed represent less than 5% of user.Elon Musk's deal to buy Twitter is temporarily on hold pending details, the Tesla founder tweeted Friday.\"Twitter deal temporarily on hold pending details supporting calculation that spam/fake accounts do indeed represent less than 5% of users,\" Musk said.He quote tweeted a Reuters story from May 2 that referenced Twitter's 10-Q filing noting that spam and on fake accounts account for fewer than 5% of monetizable daily active users.It is unclear why this would have such an impact as to halt Musk's takeoever big of $54.20 per share.\"We have performed an internal review of a sample of accounts and estimate that the average of false or spam accounts during the first quarter of 2022 represented fewer than 5% of our mDAU during the quarter,\" Twitter said in the filing. \"The false or spam accounts for a period represents the average of false or spam accounts in the samples during each monthly analysis period during the quarter.\"\"In making this determination, we applied significant judgment, so our estimation of false or spam accounts may not accurately represent the actual number of such accounts, and the actual number of false or spam accounts could be higher than we have estimated.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065580222,"gmtCreate":1652223102366,"gmtModify":1676535053309,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Mr Musk, please stay and focus on TSLA.&nbsp;[What]&nbsp;","listText":"Mr Musk, please stay and focus on TSLA.&nbsp;[What]&nbsp;","text":"Mr Musk, please stay and focus on TSLA. [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065580222","repostId":"2234648397","repostType":2,"repost":{"id":"2234648397","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1652207480,"share":"https://ttm.financial/m/news/2234648397?lang=&edition=fundamental","pubTime":"2022-05-11 02:31","market":"us","language":"en","title":"Musk says he will stay at Tesla as long as he is useful","url":"https://stock-news.laohu8.com/highlight/detail?id=2234648397","media":"Reuters","summary":"May 10 (Reuters) - Tesla    Chief executive Elon Musk said on Tuesday that he will stay at the elect","content":"<html><body><p>May 10 (Reuters) - Tesla    Chief executive Elon Musk said on Tuesday that he will stay at the electric car company as long as he is useful amid concerns that his planned buy of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>    would distract him from his job at Tesla.</p><p>   When asked about how long he expects to stay at Tesla, he said: \"As long as I can be useful.\" </p><p>   He was speaking at the FT Future of the Car 2022 conference.</p><p> (Reporting by Hyunjoo Jin Editing by Chizu Nomiyama)</p><p>((hyunjoo.jin@thomsonreuters.com; 82-2-3704-5685; Reuters Messaging: hyunjoo.jin.thomsonreuters.com@reuters.net))</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>Musk says he will stay at Tesla as long as he is useful</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk says he will stay at Tesla as long as he is useful\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-11 02:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>May 10 (Reuters) - Tesla    Chief executive Elon Musk said on Tuesday that he will stay at the electric car company as long as he is useful amid concerns that his planned buy of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>    would distract him from his job at Tesla.</p><p>   When asked about how long he expects to stay at Tesla, he said: \"As long as I can be useful.\" </p><p>   He was speaking at the FT Future of the Car 2022 conference.</p><p> (Reporting by Hyunjoo Jin Editing by Chizu Nomiyama)</p><p>((hyunjoo.jin@thomsonreuters.com; 82-2-3704-5685; Reuters Messaging: hyunjoo.jin.thomsonreuters.com@reuters.net))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","TWTR":"Twitter","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4551":"寇图资本持仓"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234648397","content_text":"May 10 (Reuters) - Tesla    Chief executive Elon Musk said on Tuesday that he will stay at the electric car company as long as he is useful amid concerns that his planned buy of Twitter    would distract him from his job at Tesla.   When asked about how long he expects to stay at Tesla, he said: \"As long as I can be useful.\"    He was speaking at the FT Future of the Car 2022 conference. (Reporting by Hyunjoo Jin Editing by Chizu Nomiyama)((hyunjoo.jin@thomsonreuters.com; 82-2-3704-5685; Reuters Messaging: hyunjoo.jin.thomsonreuters.com@reuters.net))","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065516562,"gmtCreate":1652222766356,"gmtModify":1676535053197,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Thanks for the great analysis.[Happy]&nbsp;","listText":"Thanks for the great analysis.[Happy]&nbsp;","text":"Thanks for the great analysis.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065516562","repostId":"2234642971","repostType":2,"repost":{"id":"2234642971","pubTimestamp":1652220534,"share":"https://ttm.financial/m/news/2234642971?lang=&edition=fundamental","pubTime":"2022-05-11 06:08","market":"us","language":"en","title":"Here's Why I Was A Buyer Yesterday","url":"https://stock-news.laohu8.com/highlight/detail?id=2234642971","media":"seekingalpha","summary":"24K-Production/iStock via Getty Images I don't have a lot of time to write for the public with my re","content":"<html><body><p><figure><picture> <img height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1079127056/image_1079127056.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>24K-Production/iStock via Getty Images</p></figcaption></figure></p> <p>I don't have a lot of time to write for the public with my responsibilities managing money and putting out pieces for my subscribers, but I thought it was important for me to put something out<span> this week.</span></p> <p>I am widely considered a bear. That's not really true. I'm an opportunist. And, when valuations are historically high, during a monetarily super charged stock market, that is also benefitting from cheap oil and tax cuts, well, I just think Goldilocks needs to look over her shoulder.</p> <p>Before the Covid Crash, I wrote and recorded messages to \"sell almost everything\" in February 2020. I then urged caution and introspection as the Fed and the Feds tried to bail things out. Nobody could have been sure that the jumper cables were going to bail out the economic heart attack we had.</p> <p>Despite all that, I did recommend buying these stocks in April 2020:</p> <p>That's a pretty good list. There were also 5 REITs that we loaded into.</p> <p>We started trimming a little over a year ago and just closed our last remaining position, which was <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR).</p> <p>Here are the <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s I recommended essentially at \"the bottom\" of the Covid Crash:</p> <p>Again, we scaled out of all of those beginning a little over a year ago and were out last summer.</p> <p>We used some of the proceeds to slowly accumulate small caps that have been slaughtered, but have been heavy cash for a couple quarters now.</p> <p>On Monday, May 9th, I did significant buying and cash-secured put selling. I did so based on forward valuations in the small and midcaps getting cheap and the RSI (Relative Strength Index) hitting a monthly oversold signal.</p> <p>I have started rebuilding positions in <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK)</strong> and the <strong>Invesco WilderHill Clean Energy Portfolio (PBW)</strong> - in place of the Invesco Solar ETF (TAN).</p> <p>As I said, I'm an opportunist. I don't have time for fake narratives from traders talking their books or voodoo magic trading gambling systems nobody really understands (go to Vegas to see how gambling really works).</p> <p>Talk to me about valuations and market extremes. Right now, we are seeing valuations get cheap from the lowest market caps. And, we are seeing market extremes in the small and midcaps.</p> <p>I discussed quite a bit of what is going on with the stock market, Fed and economy in my last few webinars. Today, I want to focus on understanding this market and why certain things are already a buy, or at least a short-term rebound rally trade. Much of this is from a piece I wrote for subscribers last week.</p> <h2>Valuations Always Revert</h2> <p>What most people don't understand about valuations is that there is a range that is rational based on interest rates. What is a valuation though? It is the price assigned to an asset for expected future earnings.</p> <p>So, when interest rates are low, we would expect valuations to be higher given that there is little alternative with yields low. The opposite is also true. As interest rates rise, valuations fall. We are seeing that now to an extent.</p> <p>It is hard to for people to care about valuations when stocks are rising though. Our psyches don't allow us to easily \"sell into strength.\" Interestingly, it is almost always right to hold onto your winners as long as you can. More on that below and in a simplified technical trading piece next week.</p> <p>Back to valuations. I have written several articles chronicling rising valuations the past few years. Here are two.</p> <p>Coronavirus Is A Match That Lit The Overvaluation Tinder in January 2020.</p> <p>S&amp;P 500: Historic Overvaluation Is Tinder Under Stock Market several weeks ago.</p> <p>Those articles are two years apart and show that valuations went from bad to worse despite the Covid Crash. This was largely on the back of the Federal Reserve and other central banks pumping liquidity into the financial system, which in turn, amped up speculation.</p> <p>Here is Warren Buffett said <em>\"is probably the best single measure of where valuations stand at any given moment.\" </em></p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-16519361183675418.jpeg\"/></span><figcaption><p>Buffett Indicators <span>(LongTermTrends.com)</span></p></figcaption></figure></p> <p>Next are four valuation metrics as tracked over at Advisor Perspectives.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-16519362118391993.png\"/></span><figcaption><p>4 Valuation Ratios <span>(advisorperspectives.com)</span></p></figcaption></figure></p> <p>What we can see is that valuations peaked recently on ultra low interest rates.</p> <p><strong>We can also see there is quite a bit further to fall, especially if earnings, which underlie these valuations stop rising or fall due to inflation or other financial shocks - like if Covid isn't done or there's more geopolitical fallout from Comrade Putin's brain drain. </strong></p> <p>MACD, M2 And Millennials Indicate A Major Correction Is Imminent</p> <h2>Ignore Trader Narratives</h2> <p>When I warned that this bear market was inevitable the past 18 months, I was mocked by know nothing traders and bad investors who told me that interest rates would stay low forever.</p> <p>As Prince told us, <em>\"forever... that's a mighty long time.\" </em></p> <p>I think <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the lyrics was:</p> <p><strong>So, when you pick up that mouse in Beverly Hills, or wherever else you are, you know the one, I'm gonna hit a home run, instead of asking how much you're going to make, ask how much risk, are you willing to take.</strong></p> <p>Folks who watch my investment webinars (and now can listen to podcasts), know I rail on \"trader's narratives.\" When traders tell you \"why\" things are happening now, they are just talking their book almost every time, and less than a coin flip to be right.</p> <p>Why is that? It's because most traders are followers, not leaders. They follow trends using technical signals. It's not a wholly ineffective approach as the Turtle Traders and many since have proved.</p> <p>The problem for wannabe trend traders, especially those trying to get rich quick, is that markets only trend about one-fifth of the time. That leaves a lot of time when they are trying to create a trade rather than letting the trades come to them. That's a pretty risky proposition.</p> <p>How do I know that? For over 25 years now I've watched traders closely, and I can count on my fingers and toes how many have actually become wealthy trading. And, the IRS tells us that around 80% of traders report losses every year. That's pretty telling.</p> <p>What traders are really trying to do is trade, what I call, the middle of the market. That is, the area between the big pivots. In this endeavor, they make a lot of costly mistakes.</p> <p>Voodoo witch doctors with magical trading gambling systems will of course claim to be right about the market a lot as they sell you their secret box. They'll even try to belittle you with very demeaning language as they throw so much mud against the wall that some sticks. <em>Look, I was right that time, buy my box! </em></p> <p>Here's the thing, even if they are right in a moment of time, if you aren't there the minute they tell you \"trade now,\" you miss it.</p> <p>And, of course, you're trade goes in after theirs, so, you lose that way too. That's actually called front running and for registered investment people is illegal (not that there's actually any cops left).</p> <p>There's got to be a better way!</p> <p><strong>I suggest thinking about how to make investments around the big pivots and then holding what is a called a position trade. A position trade is measured in quarters and years, not weeks and months. </strong></p> <p>Ultimately, focusing on the edges of the markets is where huge money is made. Here is a thought from superstar trader, and one of the only people to get rich trading, Paul Tudor Jones:</p> <blockquote><p>“I believe the very best money is made at the market turns. Everyone says you get killed trying to pick tops and bottoms and you make all your money by playing the trend in the middle. Well, for... years I have been missing the meat in the middle, but I have made a lot of money at tops and bottoms.\"</p></blockquote> <p><strong>This is why I have for a couple quarters now pounded the table for you to sell into strength and accumulate cash. It's also why we are scaling in very slowly, until it becomes sudden at some point.</strong><em><strong> </strong></em></p> <h2>Follow The Big Money</h2> <p>One of the best pieces of advice I ever got was from my paternal grandfather. He said, <em>\"Kirk, if you really want to know how things work, follow the money.\" </em></p> <p>Seems so simple. It's not, but it's right from what I can tell, three decades after getting that advice.</p> <p>The edges of the market, the pivots, are the peaks and troughs in price. In my career I have found only two things that help us find those peaks and troughs.</p> <p><strong>The first is found in what the Federal Reserve is doing. Liquidity drives money flows into and out of markets. This is why following the Fed is part of our 4-step investment process.</strong></p> <p><em>\"Don't fight the Fed\"</em> is a thing, even if there are time lags based on the madness of crowds.</p> <p>I would suggest that liquidity speaks and sentiment listens, sometimes early, sometimes late, sometimes both, but rarely right on time.</p> <p><strong>The second is where the \"big money\" gets interested in stocks. That is, where do the value hunting vultures buy risk investments?</strong></p> <p>The answer is only when those investments are really cheap and offer a significant margin of safety.</p> <p>We can measure \"big money\" interest with some simple money flow and volume weighted quant factors over different time frames. You've watched me do it live in a few minutes during my Investing 2020s webinars.</p> <p>While many quants want to talk about the dozens of indicators they use, it's just garbage in and garbage out usually. Remember this goodie from Buffett:</p> <blockquote><p><strong>Beware of geeks bearing formulas.</strong></p></blockquote> <p>What do we need to do to find the pivots? Just watch the <strong>\"big money.\"</strong></p> <p>Who is the big money? That's your big institutions, like the pensions and mutual funds. Think CalPERS (California pension system), Blackrock and Vanguard.</p> <p>The \"big money\" is also large hedge funds and family offices.</p> <p>You can read a bit about family offices in Institutional Investor magazine online. Think Rockefeller, Gates, Musk or Johnson <em>(Johnson Wax in my backyard)</em> money. You're generally talking 9 and 10 figure private investment firms. When family offices change asset allocation, it matters.</p> <p>Of note, is that big money trickles out of risk investments in the top half (give or take) of rallies. They can't just sell on a dime because they move the markets themselves.</p> <p>During 2021 and early 2022, we saw that executives and family offices were net sellers as retail continued to buy the most recent top of the stock market. That was a harbinger of the bear market we are in now.</p> <h2>Inflation Is Today's Bogeyman</h2> <p>Long-term demographics and technology are both deflationary contributors to the economy. It is the working thesis of my \"slow growth forever global economy\" argument that I launched way back on MarketWatch. See the 2016 summary here:</p> <p>Understanding and Investing in the \"Slow Growth Forever\" Global Economy - Bluemound Asset Management</p> <p>Keep the slow growth forever global economy in mind for the future. It'll come back soon enough and is the reason that tech is still king.</p> <p>Today, however, we are seeing an inflationary surge. It is transitory, for lack of a better word, but the short-term is very painful, and short-term is 1-3 years, not 1-3 quarters in economic time, which is more abstract to our minds than geologic time.</p> <p>I talked about inflation here:</p> <p>Macro Dashes - Inflation Is Transitory, Most Prices Are Permanent</p> <p>What we know about inflation is that it is being caused almost completely from three factors:</p> <ul> <li>Oil</li> <li>Housing</li> <li>Supply Chains</li> </ul> <p>While the popular narrative is to blame the Fed for inflation, that's mostly not true.</p> <p>Easy liquidity and low interest rates have absolutely found their way into stock prices. That's been easy to track. That wealth effect has led to higher aggregate demand, but it's small by all official measures.</p> <p>My anecdotal evidence on aggregate demand is derived from the poker tables. I will say, there is a lot of money floating around poker tables now-a-days. It reminds me of 2007. So, I do think official figures of the Fed's impact on aggregate demand is probably understated.</p> <p>What the Fed certainly did, was enable housing prices to run away. While that's a significant fraction of inflation, it's not nearly as consequential as oil or supply chains.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-1651943045801362.jpeg\"/></span><figcaption><p>Inflation Roots <span>(BLS)</span></p></figcaption></figure></p> <p>According to BLS, about half of inflation is from oil prices that rose from $0 to $100+ per barrel. Oil inflation is being caused by OPEC+, mainly Saudi Arabia and Russia, refusal to increase output to pre-Covid levels.</p> <p>In addition, there is the massive shift in energy markets due to Russia's criminal invasion of Ukraine. While very little oil is being removed from markets, it'll take at least a year for the energy markets to respond and rearrange deliveries.</p> <p>The rest of inflation is from backed up supply chains that are largely due to China's \"zero-Covid\" policy, a shortage of labor and consolidation that has left few small players to fill the gaps -<em> that last part is an investment opportunity.</em></p> <p>I also think it is interesting at least, and informative more likely, that inflation has surged based on actions by Saudi Arabia, Russia and China. It's almost as if they are doing it on purpose for a reason - like impacting American politics, economic strength and diplomatic reach.</p> <p>In the short run, we can still make money on energy investments. But, I would suggest investments not directly tied to oil based on this Wall Street wisdom:</p> <p>\"Sell the shortage.\"</p> <p>What does that mean? It means that shortages are responded to with increased supply at some point. We know that another million barrels per day of light sweet is coming online mostly from Texas by year-end. We also know that Chevron (CVX) is working with Venezuela to get more heavy sour for our refineries - that will hit by early next year it looks like.</p> <h2>What Are The Risks Now?</h2> <p>In my view, which is shared by folks such as Mohamed El-Erian (see his recent Bloomberg interview here), there are a few types of risk to consider.</p> <p>While the trader narratives have been about<strong> interest rates</strong>, that risk has largely been priced in. We can see it in all the flattening yield curves.</p> <p>A risk that is still not priced in is liquidity risk. I have talked about this in multiple articles and webinars.</p> <p>As the Fed tightens liquidity through rising rates, which impact mortgages to margin accounts, we see a higher cost of doing business. This is raising the bar for what risks people are willing to take, lowering potential returns.</p> <p>In addition, with the Fed cutting $47.5 billion per month, starting June 1st, from its balance sheet, that is another drain on liquidity that was largely flowing into asset prices. This QT could trigger the next leg down in markets.</p> <p>I don't think most wannabe traders understand almost any of this. The pros, quants and supercomputers have a better idea though and they are the seeds of the next narratives.</p> <p>The Fed is a really hard place right now. They are tasked with controlling inflation, but the inflation, as noted above, is mostly NOT from monetary policy - it's from oil, supply chains and housing.</p> <p>So, the only real impact the Fed has on cost of living is to deflate the real estate back to more traditional income to housing cost ratios.</p> <p>If they get too tight though, they will cause a recession in the face of inflation from oil and supply chains.</p> <p>Stagflation is a real risk.</p> <p>I talked about how we were setting it up 4 years ago. That's how far back the roots of the current situation go, and of course, Covid was the wild card that set the dominos in motion:</p> <p>Here's What Gary Cohn Sees: Tariffs = Inflation + Slow Growth = Stagflation</p> <p>So, what about oil and supply chains then? How does the Fed flatten demand, without causing a recession, and, allow capital to be cheap enough for supply chains to build out in America, and, for the oil companies to drill more at least for the next several years?</p> <p>Simplified, what I am asking, is how does the Fed support the supply-side while flattening the demand-side?</p> <p><strong>I think the answer is, as I said out loud in a recent webinar, is for the Fed to kick us in the junk and then run away. In less colorful language, I think the Fed will shock the system with higher rates and QT for several months and then suddenly back off come autumn.</strong></p> <p>On Bloomberg Monday morning, Atlanta Fed President Bostic hinted that I might be exactly right. This had some impact on me moving to add long positions.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" height=\"146\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/10/295940-16522001353552082.png\" width=\"640\"/></span><figcaption><p>Tightening Might Not Be Forever <span>(Bloomberg)</span></p></figcaption></figure></p> <p>Finally, there is also credit risk in the markets given the massive debts many companies have incurred since Covid. That is likely a risk for another day as most of that debt isn't due until mid to late decade. Keep that in the back of your investing mind though. Eventually, the Zombies have to be killed or at least refinanced.</p> <h2>The Bear Market Ends With Large And Mega Caps</h2> <p>We have seen small caps and then midcaps correct in massive ways the past year or so. Here's a look at the <a href=\"https://laohu8.com/S/EEME\">iShares</a> Russell 2000 ETF (IWM) vs the SPDR S&amp;P 500 ETF (SPY) since early 2021:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-16519438199058897.png\"/></span><figcaption><p>IWM vs SPY <span>(Kirk Spano)</span></p></figcaption></figure></p> <p>But, that's not the most complete way to appreciate what has happened. If we broaden our view a bit, we see massive destruction from the bottom up of the capitalization scale. That is, small caps and then midcaps have been getting crushed.</p> <p>Here is a look at a screen I did on <em>Stock Rover</em> with all companies on U.S. exchanges over $500 million market cap that are not part of a major large cap index:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-16519447391566901.png\"/></span><figcaption><p>Blood In The Streets <span>(Kirk Spano via StockRover)</span></p></figcaption></figure></p> <p>Out of 1945 stocks with market caps over $500 million, which has shrunk in the past year, over 1200 have negative returns for the past 1 year.</p> <p>The S&amp;P 500 has also started to get hit in recent months:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-16519448639019349.png\"/></span><figcaption><p>SPY Returns Falling <span>(Kirk Spano via StockRover)</span></p></figcaption></figure></p> <p>Of course, mega caps and energy are holding stronger, though cracks in the ice have appeared:</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-16519450008552418.png\"/></span><figcaption><p>Mega Caps Last Standing <span>(Kirk Spano via StockRover)</span></p></figcaption></figure><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/7/295940-16519450320157156.png\"/></span><figcaption><p>Sell The Shortage <span>(Kirk Spano via StockRover)</span></p></figcaption></figure></p> <p>I think two important things are in play here.</p> <p><strong>First, once the mega caps come down in price 20-30%, then the bear market is largely over or soon to be over. Most of the damage will have been done.</strong></p> <p>That last whoosh down will be the panicky obligation filled old men and index investors who sell at the bottom and feed the vultures.</p> <p>You don't want to feed the vultures.</p> <p>I would also once again say, look for a spot to \"sell the shortage\" on oil stocks.</p> <p>We know two things about oil, there's enough of it that will find its way to markets in the next year or so, lowering oil prices. And, a few years from now, there will be no longer be oil demand growth, and soon after, demand destruction for oil from EVs.</p> <p>Here, I'll open myself up to criticism as I semi-famously said I'm done investing in pure oil companies a couple years ago after 20 years of making money in that industry. Did I miss a trade? Maybe, but I invested in Tesla (TSLA) (out in early 2021) and Bitcoin (BTC-USD) (HODLing and buying the dips) in April to August 2020, so, you tell me what I missed.</p> <p>I like energy investments, but, if something is good for oil, it's better for a cleaner alternative energy. More on that in coming articles, but if you follow me, then you know some of my favorites.</p> <h2>Opportunities In SMID Caps &amp; De-SPACs Now</h2> <p>The slaughter in small and midcaps that has been happening for over a year over a year now. Former SPACs have been especially crushed.</p> <p>With word from Goldman Sachs (GS) and others that not only would they no longer help SPACs get issued, but also, wouldn't help find them deals, a lot of the pre-deal SPACs are going to just pay out their cash balances starting this autumn and through the next year or two.</p> <p>There is a clear winner here. That money is going to flow into other investments. That money was earmarked to bring private companies public.</p> <p>Well, a lot of the companies that came public from SPACs, that is De-SPACs, in the past couple years are trading at price to cash ratios of almost 1. That is, they have as much cash on hand as their market cap.</p> <p>What does that mean. Those businesses are being valued at nearly zero? While some are junk, there are plenty of companies that will grow and are already doing so. Look to the sky to find several satellite stocks (I'll cover soon).</p> <p>In addition to the SPACS, let me dwell on a point I made above about market consolidation in an era where we are trying to de-risk America's supply chain.</p> <p>We are at a point in the longer-term economic cycle, which I trace back to the early 1980s, where the big have become very big. They have eaten or crushed small market participants.</p> <p>Some so-called \"free market capitalists\" will just say that is the market being the market. But, it's simply not true. When regulation and taxation clearly favor the big players, that is not free-market capitalism. We're clearly in that spot.</p> <p>Entrepreneurs who would try to take some market share have been crushed for over 30 years now. See any study of entrepreneurship and you find it's been on the decline a long time. That might be good for large caps, but it's bad for the American economy.</p> <p>There is a glimmer of hope that might be changing. Recent regulatory and taxation changes, as well as, those that might hit soon, have been better for \"the little guy.\"</p> <p>I'll include President Trump in that to an extent and if the minimum corporate income tax gets passed, that somewhat levels the playing field across market caps in both the private and publicly traded realms.</p> <p>Combined with low valuations on many small caps and round trips or worse on stock prices, there is a lot to like in small and midcaps.</p> <p>That is why I started to accumulate ARKK and PBW. While not totally SMID, their holdings have been pummeled. I'll do more detailed ETF write ups soon.</p> <p>On both of those ETFs I sold cash-secured puts dated for later in summer to capture the massive volatility induced premiums. If put to me, I'm fine with that. If there is a short-term rally here the rest of May, I might take my profits. We'll see how Mr. Market feels.</p> <h2>Investment Closing Quick Thoughts</h2> <p>When the mega caps finally correct, there's an easy answer, buy the<strong> Invesco QQQ ETF (QQQ).</strong> Tech and consumer goods are still king. And, when this inflationary wave is over in the next year or two, those stocks will rock again.</p> <p>This is a QQQ chart from Margin of Safety Investing in January (see date top left of chart):</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/1/11/295940-16419236335509472_origin.png\"/> </picture><figcaption><p>QQQ Buy Zone <span>(Kirk Spano)</span></p></figcaption></figure></p> <p>Our buy zone for QQQ was roughly from $320 down to $275, way back when QQQ was near $400. We're almost there. We have revised that down a bit since due to the potential for more geopolitical manipulations and shocks to oil and supply chains in the short run.</p> <p>If you look at the right hand side of the chart, you can see some volume indicators, those are very instructive. It is clear that QQQ could see around $225. I don't know that it will, but in the past week, the path has unfortunately become a lot more likely.</p> <p>Finally, remember what I said here, over a year-and-a-half ago:</p> <p>Will Young Traders Flip The Option Switch To Cause A Crash?</p> <p>There is some reason to believe that they are becoming more aggressive in their put buying if you follow the put/call ratios.</p> <p>The same way that young gun traders pushed stocks up, they could push them down, especially if they are on the right side of the increasingly more expensive margin trades.</p> <p>And, just like with every market bottom, it'll come with a \"WHOOOSH\" and a thud.. I think this one will be marked by the market reversing on the smartest short traders who get caught in an epic short squeeze when it becomes evident that the Fed is going to be tighter for shorter.</p> <p>I anticipate that bottom happens this year. After it does, we'll be on the run to new highs around the next Presidential election per a very, dare I say, normal Presidential Cycle rally.</p> <p>Scale in slowly for now, but when you feel the wind and hear the sound, you'll want to move very quickly with your best ideas.</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>Here's Why I Was A Buyer Yesterday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why I Was A Buyer Yesterday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 06:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509753-heres-why-i-was-a-buyer-yesterday><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>24K-Production/iStock via Getty Images I don't have a lot of time to write for the public with my responsibilities managing money and putting out pieces for my subscribers, but I thought it was ...</p>\n\n<a href=\"https://seekingalpha.com/article/4509753-heres-why-i-was-a-buyer-yesterday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","TNA":"罗素2000指数三倍做多ETF-Direxion","BK4201":"综合性石油与天然气企业","BK4516":"特朗普概念","SPY":"标普500ETF","TWTR":"Twitter","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","TWM":"罗素2000指数两倍做空ETF","SH":"标普500反向ETF","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4508":"社交媒体","SRTY":"罗素2000指数三倍做空ETF-ProShares","UPRO":"三倍做多标普500ETF","GS":"高盛","PBW":"Invesco WilderHill Clean Energy ETF","IWO":"罗素2000成长股指数ETF","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4552":"Archegos爆仓风波概念","BK4544":"ARK ETF合集","QNETCN":"纳斯达克中美互联网老虎指数","BK4561":"索罗斯持仓","SDS":"两倍做空标普500ETF","TSLA":"特斯拉","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4574":"无人驾驶","TZA":"罗素2000指数三倍做空ETF","BK4504":"桥水持仓","BK4099":"汽车制造商","OEF":"标普100指数ETF-iShares","BK4511":"特斯拉概念","TAN":"太阳能ETF-Guggenheim","SPXU":"三倍做空标普500ETF","BK4548":"巴美列捷福持仓","IWM":"罗素2000指数ETF","ARKK":"ARK Innovation ETF","BK4127":"投资银行业与经纪业","BK4570":"地缘局势概念股"},"source_url":"https://seekingalpha.com/article/4509753-heres-why-i-was-a-buyer-yesterday","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2234642971","content_text":"24K-Production/iStock via Getty Images I don't have a lot of time to write for the public with my responsibilities managing money and putting out pieces for my subscribers, but I thought it was important for me to put something out this week. I am widely considered a bear. That's not really true. I'm an opportunist. And, when valuations are historically high, during a monetarily super charged stock market, that is also benefitting from cheap oil and tax cuts, well, I just think Goldilocks needs to look over her shoulder. Before the Covid Crash, I wrote and recorded messages to \"sell almost everything\" in February 2020. I then urged caution and introspection as the Fed and the Feds tried to bail things out. Nobody could have been sure that the jumper cables were going to bail out the economic heart attack we had. Despite all that, I did recommend buying these stocks in April 2020: That's a pretty good list. There were also 5 REITs that we loaded into. We started trimming a little over a year ago and just closed our last remaining position, which was Twitter (TWTR). Here are the Pacer Swan SOS Fund of Funds ETF|ETFs I recommended essentially at \"the bottom\" of the Covid Crash: Again, we scaled out of all of those beginning a little over a year ago and were out last summer. We used some of the proceeds to slowly accumulate small caps that have been slaughtered, but have been heavy cash for a couple quarters now. On Monday, May 9th, I did significant buying and cash-secured put selling. I did so based on forward valuations in the small and midcaps getting cheap and the RSI (Relative Strength Index) hitting a monthly oversold signal. I have started rebuilding positions in ARK Innovation ETF (ARKK) and the Invesco WilderHill Clean Energy Portfolio (PBW) - in place of the Invesco Solar ETF (TAN). As I said, I'm an opportunist. I don't have time for fake narratives from traders talking their books or voodoo magic trading gambling systems nobody really understands (go to Vegas to see how gambling really works). Talk to me about valuations and market extremes. Right now, we are seeing valuations get cheap from the lowest market caps. And, we are seeing market extremes in the small and midcaps. I discussed quite a bit of what is going on with the stock market, Fed and economy in my last few webinars. Today, I want to focus on understanding this market and why certain things are already a buy, or at least a short-term rebound rally trade. Much of this is from a piece I wrote for subscribers last week. Valuations Always Revert What most people don't understand about valuations is that there is a range that is rational based on interest rates. What is a valuation though? It is the price assigned to an asset for expected future earnings. So, when interest rates are low, we would expect valuations to be higher given that there is little alternative with yields low. The opposite is also true. As interest rates rise, valuations fall. We are seeing that now to an extent. It is hard to for people to care about valuations when stocks are rising though. Our psyches don't allow us to easily \"sell into strength.\" Interestingly, it is almost always right to hold onto your winners as long as you can. More on that below and in a simplified technical trading piece next week. Back to valuations. I have written several articles chronicling rising valuations the past few years. Here are two. Coronavirus Is A Match That Lit The Overvaluation Tinder in January 2020. S&P 500: Historic Overvaluation Is Tinder Under Stock Market several weeks ago. Those articles are two years apart and show that valuations went from bad to worse despite the Covid Crash. This was largely on the back of the Federal Reserve and other central banks pumping liquidity into the financial system, which in turn, amped up speculation. Here is Warren Buffett said \"is probably the best single measure of where valuations stand at any given moment.\"  Buffett Indicators (LongTermTrends.com) Next are four valuation metrics as tracked over at Advisor Perspectives. 4 Valuation Ratios (advisorperspectives.com) What we can see is that valuations peaked recently on ultra low interest rates. We can also see there is quite a bit further to fall, especially if earnings, which underlie these valuations stop rising or fall due to inflation or other financial shocks - like if Covid isn't done or there's more geopolitical fallout from Comrade Putin's brain drain.  MACD, M2 And Millennials Indicate A Major Correction Is Imminent Ignore Trader Narratives When I warned that this bear market was inevitable the past 18 months, I was mocked by know nothing traders and bad investors who told me that interest rates would stay low forever. As Prince told us, \"forever... that's a mighty long time.\"  I think one of the lyrics was: So, when you pick up that mouse in Beverly Hills, or wherever else you are, you know the one, I'm gonna hit a home run, instead of asking how much you're going to make, ask how much risk, are you willing to take. Folks who watch my investment webinars (and now can listen to podcasts), know I rail on \"trader's narratives.\" When traders tell you \"why\" things are happening now, they are just talking their book almost every time, and less than a coin flip to be right. Why is that? It's because most traders are followers, not leaders. They follow trends using technical signals. It's not a wholly ineffective approach as the Turtle Traders and many since have proved. The problem for wannabe trend traders, especially those trying to get rich quick, is that markets only trend about one-fifth of the time. That leaves a lot of time when they are trying to create a trade rather than letting the trades come to them. That's a pretty risky proposition. How do I know that? For over 25 years now I've watched traders closely, and I can count on my fingers and toes how many have actually become wealthy trading. And, the IRS tells us that around 80% of traders report losses every year. That's pretty telling. What traders are really trying to do is trade, what I call, the middle of the market. That is, the area between the big pivots. In this endeavor, they make a lot of costly mistakes. Voodoo witch doctors with magical trading gambling systems will of course claim to be right about the market a lot as they sell you their secret box. They'll even try to belittle you with very demeaning language as they throw so much mud against the wall that some sticks. Look, I was right that time, buy my box!  Here's the thing, even if they are right in a moment of time, if you aren't there the minute they tell you \"trade now,\" you miss it. And, of course, you're trade goes in after theirs, so, you lose that way too. That's actually called front running and for registered investment people is illegal (not that there's actually any cops left). There's got to be a better way! I suggest thinking about how to make investments around the big pivots and then holding what is a called a position trade. A position trade is measured in quarters and years, not weeks and months.  Ultimately, focusing on the edges of the markets is where huge money is made. Here is a thought from superstar trader, and one of the only people to get rich trading, Paul Tudor Jones: “I believe the very best money is made at the market turns. Everyone says you get killed trying to pick tops and bottoms and you make all your money by playing the trend in the middle. Well, for... years I have been missing the meat in the middle, but I have made a lot of money at tops and bottoms.\" This is why I have for a couple quarters now pounded the table for you to sell into strength and accumulate cash. It's also why we are scaling in very slowly, until it becomes sudden at some point.  Follow The Big Money One of the best pieces of advice I ever got was from my paternal grandfather. He said, \"Kirk, if you really want to know how things work, follow the money.\"  Seems so simple. It's not, but it's right from what I can tell, three decades after getting that advice. The edges of the market, the pivots, are the peaks and troughs in price. In my career I have found only two things that help us find those peaks and troughs. The first is found in what the Federal Reserve is doing. Liquidity drives money flows into and out of markets. This is why following the Fed is part of our 4-step investment process. \"Don't fight the Fed\" is a thing, even if there are time lags based on the madness of crowds. I would suggest that liquidity speaks and sentiment listens, sometimes early, sometimes late, sometimes both, but rarely right on time. The second is where the \"big money\" gets interested in stocks. That is, where do the value hunting vultures buy risk investments? The answer is only when those investments are really cheap and offer a significant margin of safety. We can measure \"big money\" interest with some simple money flow and volume weighted quant factors over different time frames. You've watched me do it live in a few minutes during my Investing 2020s webinars. While many quants want to talk about the dozens of indicators they use, it's just garbage in and garbage out usually. Remember this goodie from Buffett: Beware of geeks bearing formulas. What do we need to do to find the pivots? Just watch the \"big money.\" Who is the big money? That's your big institutions, like the pensions and mutual funds. Think CalPERS (California pension system), Blackrock and Vanguard. The \"big money\" is also large hedge funds and family offices. You can read a bit about family offices in Institutional Investor magazine online. Think Rockefeller, Gates, Musk or Johnson (Johnson Wax in my backyard) money. You're generally talking 9 and 10 figure private investment firms. When family offices change asset allocation, it matters. Of note, is that big money trickles out of risk investments in the top half (give or take) of rallies. They can't just sell on a dime because they move the markets themselves. During 2021 and early 2022, we saw that executives and family offices were net sellers as retail continued to buy the most recent top of the stock market. That was a harbinger of the bear market we are in now. Inflation Is Today's Bogeyman Long-term demographics and technology are both deflationary contributors to the economy. It is the working thesis of my \"slow growth forever global economy\" argument that I launched way back on MarketWatch. See the 2016 summary here: Understanding and Investing in the \"Slow Growth Forever\" Global Economy - Bluemound Asset Management Keep the slow growth forever global economy in mind for the future. It'll come back soon enough and is the reason that tech is still king. Today, however, we are seeing an inflationary surge. It is transitory, for lack of a better word, but the short-term is very painful, and short-term is 1-3 years, not 1-3 quarters in economic time, which is more abstract to our minds than geologic time. I talked about inflation here: Macro Dashes - Inflation Is Transitory, Most Prices Are Permanent What we know about inflation is that it is being caused almost completely from three factors:  Oil Housing Supply Chains  While the popular narrative is to blame the Fed for inflation, that's mostly not true. Easy liquidity and low interest rates have absolutely found their way into stock prices. That's been easy to track. That wealth effect has led to higher aggregate demand, but it's small by all official measures. My anecdotal evidence on aggregate demand is derived from the poker tables. I will say, there is a lot of money floating around poker tables now-a-days. It reminds me of 2007. So, I do think official figures of the Fed's impact on aggregate demand is probably understated. What the Fed certainly did, was enable housing prices to run away. While that's a significant fraction of inflation, it's not nearly as consequential as oil or supply chains. Inflation Roots (BLS) According to BLS, about half of inflation is from oil prices that rose from $0 to $100+ per barrel. Oil inflation is being caused by OPEC+, mainly Saudi Arabia and Russia, refusal to increase output to pre-Covid levels. In addition, there is the massive shift in energy markets due to Russia's criminal invasion of Ukraine. While very little oil is being removed from markets, it'll take at least a year for the energy markets to respond and rearrange deliveries. The rest of inflation is from backed up supply chains that are largely due to China's \"zero-Covid\" policy, a shortage of labor and consolidation that has left few small players to fill the gaps - that last part is an investment opportunity. I also think it is interesting at least, and informative more likely, that inflation has surged based on actions by Saudi Arabia, Russia and China. It's almost as if they are doing it on purpose for a reason - like impacting American politics, economic strength and diplomatic reach. In the short run, we can still make money on energy investments. But, I would suggest investments not directly tied to oil based on this Wall Street wisdom: \"Sell the shortage.\" What does that mean? It means that shortages are responded to with increased supply at some point. We know that another million barrels per day of light sweet is coming online mostly from Texas by year-end. We also know that Chevron (CVX) is working with Venezuela to get more heavy sour for our refineries - that will hit by early next year it looks like. What Are The Risks Now? In my view, which is shared by folks such as Mohamed El-Erian (see his recent Bloomberg interview here), there are a few types of risk to consider. While the trader narratives have been about interest rates, that risk has largely been priced in. We can see it in all the flattening yield curves. A risk that is still not priced in is liquidity risk. I have talked about this in multiple articles and webinars. As the Fed tightens liquidity through rising rates, which impact mortgages to margin accounts, we see a higher cost of doing business. This is raising the bar for what risks people are willing to take, lowering potential returns. In addition, with the Fed cutting $47.5 billion per month, starting June 1st, from its balance sheet, that is another drain on liquidity that was largely flowing into asset prices. This QT could trigger the next leg down in markets. I don't think most wannabe traders understand almost any of this. The pros, quants and supercomputers have a better idea though and they are the seeds of the next narratives. The Fed is a really hard place right now. They are tasked with controlling inflation, but the inflation, as noted above, is mostly NOT from monetary policy - it's from oil, supply chains and housing. So, the only real impact the Fed has on cost of living is to deflate the real estate back to more traditional income to housing cost ratios. If they get too tight though, they will cause a recession in the face of inflation from oil and supply chains. Stagflation is a real risk. I talked about how we were setting it up 4 years ago. That's how far back the roots of the current situation go, and of course, Covid was the wild card that set the dominos in motion: Here's What Gary Cohn Sees: Tariffs = Inflation + Slow Growth = Stagflation So, what about oil and supply chains then? How does the Fed flatten demand, without causing a recession, and, allow capital to be cheap enough for supply chains to build out in America, and, for the oil companies to drill more at least for the next several years? Simplified, what I am asking, is how does the Fed support the supply-side while flattening the demand-side? I think the answer is, as I said out loud in a recent webinar, is for the Fed to kick us in the junk and then run away. In less colorful language, I think the Fed will shock the system with higher rates and QT for several months and then suddenly back off come autumn. On Bloomberg Monday morning, Atlanta Fed President Bostic hinted that I might be exactly right. This had some impact on me moving to add long positions. Tightening Might Not Be Forever (Bloomberg) Finally, there is also credit risk in the markets given the massive debts many companies have incurred since Covid. That is likely a risk for another day as most of that debt isn't due until mid to late decade. Keep that in the back of your investing mind though. Eventually, the Zombies have to be killed or at least refinanced. The Bear Market Ends With Large And Mega Caps We have seen small caps and then midcaps correct in massive ways the past year or so. Here's a look at the iShares Russell 2000 ETF (IWM) vs the SPDR S&P 500 ETF (SPY) since early 2021: IWM vs SPY (Kirk Spano) But, that's not the most complete way to appreciate what has happened. If we broaden our view a bit, we see massive destruction from the bottom up of the capitalization scale. That is, small caps and then midcaps have been getting crushed. Here is a look at a screen I did on Stock Rover with all companies on U.S. exchanges over $500 million market cap that are not part of a major large cap index: Blood In The Streets (Kirk Spano via StockRover) Out of 1945 stocks with market caps over $500 million, which has shrunk in the past year, over 1200 have negative returns for the past 1 year. The S&P 500 has also started to get hit in recent months: SPY Returns Falling (Kirk Spano via StockRover) Of course, mega caps and energy are holding stronger, though cracks in the ice have appeared: Mega Caps Last Standing (Kirk Spano via StockRover)Sell The Shortage (Kirk Spano via StockRover) I think two important things are in play here. First, once the mega caps come down in price 20-30%, then the bear market is largely over or soon to be over. Most of the damage will have been done. That last whoosh down will be the panicky obligation filled old men and index investors who sell at the bottom and feed the vultures. You don't want to feed the vultures. I would also once again say, look for a spot to \"sell the shortage\" on oil stocks. We know two things about oil, there's enough of it that will find its way to markets in the next year or so, lowering oil prices. And, a few years from now, there will be no longer be oil demand growth, and soon after, demand destruction for oil from EVs. Here, I'll open myself up to criticism as I semi-famously said I'm done investing in pure oil companies a couple years ago after 20 years of making money in that industry. Did I miss a trade? Maybe, but I invested in Tesla (TSLA) (out in early 2021) and Bitcoin (BTC-USD) (HODLing and buying the dips) in April to August 2020, so, you tell me what I missed. I like energy investments, but, if something is good for oil, it's better for a cleaner alternative energy. More on that in coming articles, but if you follow me, then you know some of my favorites. Opportunities In SMID Caps & De-SPACs Now The slaughter in small and midcaps that has been happening for over a year over a year now. Former SPACs have been especially crushed. With word from Goldman Sachs (GS) and others that not only would they no longer help SPACs get issued, but also, wouldn't help find them deals, a lot of the pre-deal SPACs are going to just pay out their cash balances starting this autumn and through the next year or two. There is a clear winner here. That money is going to flow into other investments. That money was earmarked to bring private companies public. Well, a lot of the companies that came public from SPACs, that is De-SPACs, in the past couple years are trading at price to cash ratios of almost 1. That is, they have as much cash on hand as their market cap. What does that mean. Those businesses are being valued at nearly zero? While some are junk, there are plenty of companies that will grow and are already doing so. Look to the sky to find several satellite stocks (I'll cover soon). In addition to the SPACS, let me dwell on a point I made above about market consolidation in an era where we are trying to de-risk America's supply chain. We are at a point in the longer-term economic cycle, which I trace back to the early 1980s, where the big have become very big. They have eaten or crushed small market participants. Some so-called \"free market capitalists\" will just say that is the market being the market. But, it's simply not true. When regulation and taxation clearly favor the big players, that is not free-market capitalism. We're clearly in that spot. Entrepreneurs who would try to take some market share have been crushed for over 30 years now. See any study of entrepreneurship and you find it's been on the decline a long time. That might be good for large caps, but it's bad for the American economy. There is a glimmer of hope that might be changing. Recent regulatory and taxation changes, as well as, those that might hit soon, have been better for \"the little guy.\" I'll include President Trump in that to an extent and if the minimum corporate income tax gets passed, that somewhat levels the playing field across market caps in both the private and publicly traded realms. Combined with low valuations on many small caps and round trips or worse on stock prices, there is a lot to like in small and midcaps. That is why I started to accumulate ARKK and PBW. While not totally SMID, their holdings have been pummeled. I'll do more detailed ETF write ups soon. On both of those ETFs I sold cash-secured puts dated for later in summer to capture the massive volatility induced premiums. If put to me, I'm fine with that. If there is a short-term rally here the rest of May, I might take my profits. We'll see how Mr. Market feels. Investment Closing Quick Thoughts When the mega caps finally correct, there's an easy answer, buy the Invesco QQQ ETF (QQQ). Tech and consumer goods are still king. And, when this inflationary wave is over in the next year or two, those stocks will rock again. This is a QQQ chart from Margin of Safety Investing in January (see date top left of chart):   QQQ Buy Zone (Kirk Spano) Our buy zone for QQQ was roughly from $320 down to $275, way back when QQQ was near $400. We're almost there. We have revised that down a bit since due to the potential for more geopolitical manipulations and shocks to oil and supply chains in the short run. If you look at the right hand side of the chart, you can see some volume indicators, those are very instructive. It is clear that QQQ could see around $225. I don't know that it will, but in the past week, the path has unfortunately become a lot more likely. Finally, remember what I said here, over a year-and-a-half ago: Will Young Traders Flip The Option Switch To Cause A Crash? There is some reason to believe that they are becoming more aggressive in their put buying if you follow the put/call ratios. The same way that young gun traders pushed stocks up, they could push them down, especially if they are on the right side of the increasingly more expensive margin trades. And, just like with every market bottom, it'll come with a \"WHOOOSH\" and a thud.. I think this one will be marked by the market reversing on the smartest short traders who get caught in an epic short squeeze when it becomes evident that the Fed is going to be tighter for shorter. I anticipate that bottom happens this year. After it does, we'll be on the run to new highs around the next Presidential election per a very, dare I say, normal Presidential Cycle rally. Scale in slowly for now, but when you feel the wind and hear the sound, you'll want to move very quickly with your best ideas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062615427,"gmtCreate":1652055762969,"gmtModify":1676535020112,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Some good news pls...[Cool]&nbsp;","listText":"Some good news pls...[Cool]&nbsp;","text":"Some good news pls...[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062615427","repostId":"1147526470","repostType":2,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062066908,"gmtCreate":1651978129904,"gmtModify":1676535007301,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Will still choose TSLA for my investment.&nbsp;[Happy]&nbsp;","listText":"Will still choose TSLA for my investment.&nbsp;[Happy]&nbsp;","text":"Will still choose TSLA for my investment. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062066908","repostId":"1131831539","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066868728,"gmtCreate":1651886035164,"gmtModify":1676534990532,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Great]&nbsp;","listText":"[Great]&nbsp;","text":"[Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066868728","repostId":"1198280839","repostType":4,"repost":{"id":"1198280839","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651845544,"share":"https://ttm.financial/m/news/1198280839?lang=&edition=fundamental","pubTime":"2022-05-06 21:59","market":"us","language":"en","title":"EV Stocks Tumbled in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1198280839","media":"Tiger Newspress","summary":"EV stocks tumbled in morning trading, Tesla, Rivian, Nio, Xpeng Motors, Fisker, Lucid, Nikola and Tu","content":"<html><head></head><body><p>EV stocks tumbled in morning trading, Tesla, Rivian, Nio, Xpeng Motors, Fisker, Lucid, Nikola and Tusimple fell between 2% and 14%.<img src=\"https://static.tigerbbs.com/fefa288ae6d725e76c589b6df856d614\" tg-width=\"425\" tg-height=\"770\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Tumbled in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Tumbled in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-06 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks tumbled in morning trading, Tesla, Rivian, Nio, Xpeng Motors, Fisker, Lucid, Nikola and Tusimple fell between 2% and 14%.<img src=\"https://static.tigerbbs.com/fefa288ae6d725e76c589b6df856d614\" tg-width=\"425\" tg-height=\"770\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NKLA":"Nikola Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198280839","content_text":"EV stocks tumbled in morning trading, Tesla, Rivian, Nio, Xpeng Motors, Fisker, Lucid, Nikola and Tusimple fell between 2% and 14%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068736726,"gmtCreate":1651804623865,"gmtModify":1676534974807,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068736726","repostId":"1193948877","repostType":4,"repost":{"id":"1193948877","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651801639,"share":"https://ttm.financial/m/news/1193948877?lang=&edition=fundamental","pubTime":"2022-05-06 09:47","market":"us","language":"en","title":"Tiger Chart｜How Did U.S. Stocks Perform after Raising Interest Rates by 50 BP","url":"https://stock-news.laohu8.com/highlight/detail?id=1193948877","media":"Tiger Newspress","summary":"The Fed raised interest rates by 50 basis points for the first time in more than 20 years.  We combe","content":"<html><head></head><body><p>The Fed raised interest rates by 50 basis points for the first time in more than 20 years.  We combed the return performance of the three major US stock indexes after interest rate increases of 50 basis points and above from 1990 to 2000. For the market, the range of interest rate increase may not be the key. The key lies in risk accumulation and whether the economy can &#34;soft landing&#34;. From the historical experience, on the premise of healthy financial market, if the Fed raises interest rate by 50bp or more, it will not necessarily cause heavy damage to the financial market. On the contrary, when the market expects full price in, the asset price may rise after the implementation of interest rate hike boots.</p><p><img src=\"https://static.tigerbbs.com/3742af0ad57343aa83f9f3cc7a36184d\" tg-width=\"1500\" tg-height=\"1350\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart｜How Did U.S. Stocks Perform after Raising Interest Rates by 50 BP</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\">\nTiger Chart｜How Did U.S. Stocks Perform after Raising Interest Rates by 50 BP\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-06 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Fed raised interest rates by 50 basis points for the first time in more than 20 years.  We combed the return performance of the three major US stock indexes after interest rate increases of 50 basis points and above from 1990 to 2000. For the market, the range of interest rate increase may not be the key. The key lies in risk accumulation and whether the economy can &#34;soft landing&#34;. From the historical experience, on the premise of healthy financial market, if the Fed raises interest rate by 50bp or more, it will not necessarily cause heavy damage to the financial market. On the contrary, when the market expects full price in, the asset price may rise after the implementation of interest rate hike boots.</p><p><img src=\"https://static.tigerbbs.com/3742af0ad57343aa83f9f3cc7a36184d\" tg-width=\"1500\" tg-height=\"1350\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193948877","content_text":"The Fed raised interest rates by 50 basis points for the first time in more than 20 years.  We combed the return performance of the three major US stock indexes after interest rate increases of 50 basis points and above from 1990 to 2000. For the market, the range of interest rate increase may not be the key. The key lies in risk accumulation and whether the economy can \"soft landing\". From the historical experience, on the premise of healthy financial market, if the Fed raises interest rate by 50bp or more, it will not necessarily cause heavy damage to the financial market. On the contrary, when the market expects full price in, the asset price may rise after the implementation of interest rate hike boots.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068262476,"gmtCreate":1651788430695,"gmtModify":1676534967609,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068262476","repostId":"1161742465","repostType":4,"repost":{"id":"1161742465","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651763586,"share":"https://ttm.financial/m/news/1161742465?lang=&edition=fundamental","pubTime":"2022-05-05 23:13","market":"us","language":"en","title":"Dow Tumbles 1,000 Points, Nasdaq Drops More Than 4% as Wall Street Sell-Off Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=1161742465","media":"Tiger Newspress","summary":"Stocks fell sharply on Thursday, erasing the gains seen in the previous session after the Federal Re","content":"<html><head></head><body><p>Stocks fell sharply on Thursday, erasing the gains seen in the previous session after the Federal Reserve raised rates by half a point.</p><p>The Dow Jones Industrial Average lost 890 points, or 2.6%. The S&amp;P 500 and Nasdaq Composite fell 3.1% and 4.2%, respectively.</p><p>The moves come after a major rally for stocks on Wednesday. The Dow surged 932 points, or 2.81%, and the S&amp;P 500 gained 2.99% for their biggest gains since 2020. The Nasdaq Composite jumped 3.19%.</p><p>The Fed increased its benchmark interest rate by 50 basis points, as expected, and said it would begin reducing its balance sheet in June. However, Fed Chair Jerome Powell said during his news conference that the central bank is “not actively considering” a larger 75 basis point rate hike, which appeared to spark a rally.</p><p>Still, the Fed remains open to the prospect of taking rates above neutral to rein in inflation, Zachary Hill, head of portfolio strategy at Horizon Investments, noted.</p><p>“Despite the tightening that we have seen in financial conditions over the last few months, it is clear that the Fed would like to see them tighten further,” he said. “Higher equity valuations are incompatible with that desire, so unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again.”</p><p>Large tech stocks were under pressure, with Facebook-parent Meta Platforms and Amazon falling 5.8% and 7.1%, respectively. Microsoft dropped 4.7%. Salesforce tumbled 6.3%.</p><p>E-commerce stocks were a key source of weakness on Thursday following some disappointing quarterly reports.</p><p>Etsy and eBay dropped 15% and 8%, respectively, after issuing weaker-than-expected revenue guidance. Shopify fell more than 17% after missing estimates on the top and bottom lines.</p><p>The Treasury market also saw a dramatic reversal of Wednesday’s rally. The 10-year Treasury yield, which moves opposite of price, surged back above 3% on Thursday morning and hit its highest level since 2018. Rising rates can put pressure on growth-oriented tech stocks, as they make far-off earnings less attractive to investors.</p><p>Carlyle Group co-founder David Rubenstein said investors need to get “back to reality” about the headwinds for markets and the economy, including the war in Russia and high inflation.</p><p>“We’re also looking at 50-basis-point increases the next two FOMC meetings. So we are going to be tightening a bit. I don’t think that is going to be tightening so much so that we’re going slow down the economy. ... but we still have to recognize that we have some real economic challenges in the United States,” Rubenstein said Thursday on CNBC’s “Squawk Box.”</p><p>Some Wall Street strategists had suggested markets could see a relief rally after the rate increase. After Powell’s comments, investors seemed at ease about the central bank’s ability to slow inflation without triggering a recession. The S&amp;P 500 and Nasdaq Composite touched their lowest levels of the year earlier this week after a rough April for stocks, possibly making some areas of the market oversold and primed for a short-term bounce.</p><p>In economic data, weekly jobless claims came in slightly higher than expected and labor productivity dropped 7.5% in the first quarter for its fastest decline since 1947.</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>Dow Tumbles 1,000 Points, Nasdaq Drops More Than 4% as Wall Street Sell-Off Intensifies</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\">\nDow Tumbles 1,000 Points, Nasdaq Drops More Than 4% as Wall Street Sell-Off Intensifies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-05 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell sharply on Thursday, erasing the gains seen in the previous session after the Federal Reserve raised rates by half a point.</p><p>The Dow Jones Industrial Average lost 890 points, or 2.6%. The S&amp;P 500 and Nasdaq Composite fell 3.1% and 4.2%, respectively.</p><p>The moves come after a major rally for stocks on Wednesday. The Dow surged 932 points, or 2.81%, and the S&amp;P 500 gained 2.99% for their biggest gains since 2020. The Nasdaq Composite jumped 3.19%.</p><p>The Fed increased its benchmark interest rate by 50 basis points, as expected, and said it would begin reducing its balance sheet in June. However, Fed Chair Jerome Powell said during his news conference that the central bank is “not actively considering” a larger 75 basis point rate hike, which appeared to spark a rally.</p><p>Still, the Fed remains open to the prospect of taking rates above neutral to rein in inflation, Zachary Hill, head of portfolio strategy at Horizon Investments, noted.</p><p>“Despite the tightening that we have seen in financial conditions over the last few months, it is clear that the Fed would like to see them tighten further,” he said. “Higher equity valuations are incompatible with that desire, so unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again.”</p><p>Large tech stocks were under pressure, with Facebook-parent Meta Platforms and Amazon falling 5.8% and 7.1%, respectively. Microsoft dropped 4.7%. Salesforce tumbled 6.3%.</p><p>E-commerce stocks were a key source of weakness on Thursday following some disappointing quarterly reports.</p><p>Etsy and eBay dropped 15% and 8%, respectively, after issuing weaker-than-expected revenue guidance. Shopify fell more than 17% after missing estimates on the top and bottom lines.</p><p>The Treasury market also saw a dramatic reversal of Wednesday’s rally. The 10-year Treasury yield, which moves opposite of price, surged back above 3% on Thursday morning and hit its highest level since 2018. Rising rates can put pressure on growth-oriented tech stocks, as they make far-off earnings less attractive to investors.</p><p>Carlyle Group co-founder David Rubenstein said investors need to get “back to reality” about the headwinds for markets and the economy, including the war in Russia and high inflation.</p><p>“We’re also looking at 50-basis-point increases the next two FOMC meetings. So we are going to be tightening a bit. I don’t think that is going to be tightening so much so that we’re going slow down the economy. ... but we still have to recognize that we have some real economic challenges in the United States,” Rubenstein said Thursday on CNBC’s “Squawk Box.”</p><p>Some Wall Street strategists had suggested markets could see a relief rally after the rate increase. After Powell’s comments, investors seemed at ease about the central bank’s ability to slow inflation without triggering a recession. The S&amp;P 500 and Nasdaq Composite touched their lowest levels of the year earlier this week after a rough April for stocks, possibly making some areas of the market oversold and primed for a short-term bounce.</p><p>In economic data, weekly jobless claims came in slightly higher than expected and labor productivity dropped 7.5% in the first quarter for its fastest decline since 1947.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161742465","content_text":"Stocks fell sharply on Thursday, erasing the gains seen in the previous session after the Federal Reserve raised rates by half a point.The Dow Jones Industrial Average lost 890 points, or 2.6%. The S&P 500 and Nasdaq Composite fell 3.1% and 4.2%, respectively.The moves come after a major rally for stocks on Wednesday. The Dow surged 932 points, or 2.81%, and the S&P 500 gained 2.99% for their biggest gains since 2020. The Nasdaq Composite jumped 3.19%.The Fed increased its benchmark interest rate by 50 basis points, as expected, and said it would begin reducing its balance sheet in June. However, Fed Chair Jerome Powell said during his news conference that the central bank is “not actively considering” a larger 75 basis point rate hike, which appeared to spark a rally.Still, the Fed remains open to the prospect of taking rates above neutral to rein in inflation, Zachary Hill, head of portfolio strategy at Horizon Investments, noted.“Despite the tightening that we have seen in financial conditions over the last few months, it is clear that the Fed would like to see them tighten further,” he said. “Higher equity valuations are incompatible with that desire, so unless supply chains heal rapidly or workers flood back into the labor force, any equity rallies are likely on borrowed time as Fed messaging becomes more hawkish once again.”Large tech stocks were under pressure, with Facebook-parent Meta Platforms and Amazon falling 5.8% and 7.1%, respectively. Microsoft dropped 4.7%. Salesforce tumbled 6.3%.E-commerce stocks were a key source of weakness on Thursday following some disappointing quarterly reports.Etsy and eBay dropped 15% and 8%, respectively, after issuing weaker-than-expected revenue guidance. Shopify fell more than 17% after missing estimates on the top and bottom lines.The Treasury market also saw a dramatic reversal of Wednesday’s rally. The 10-year Treasury yield, which moves opposite of price, surged back above 3% on Thursday morning and hit its highest level since 2018. Rising rates can put pressure on growth-oriented tech stocks, as they make far-off earnings less attractive to investors.Carlyle Group co-founder David Rubenstein said investors need to get “back to reality” about the headwinds for markets and the economy, including the war in Russia and high inflation.“We’re also looking at 50-basis-point increases the next two FOMC meetings. So we are going to be tightening a bit. I don’t think that is going to be tightening so much so that we’re going slow down the economy. ... but we still have to recognize that we have some real economic challenges in the United States,” Rubenstein said Thursday on CNBC’s “Squawk Box.”Some Wall Street strategists had suggested markets could see a relief rally after the rate increase. After Powell’s comments, investors seemed at ease about the central bank’s ability to slow inflation without triggering a recession. The S&P 500 and Nasdaq Composite touched their lowest levels of the year earlier this week after a rough April for stocks, possibly making some areas of the market oversold and primed for a short-term bounce.In economic data, weekly jobless claims came in slightly higher than expected and labor productivity dropped 7.5% in the first quarter for its fastest decline since 1947.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068987959,"gmtCreate":1651710444710,"gmtModify":1676534953691,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068987959","repostId":"1161980982","repostType":4,"repost":{"id":"1161980982","pubTimestamp":1651708911,"share":"https://ttm.financial/m/news/1161980982?lang=&edition=fundamental","pubTime":"2022-05-05 08:01","market":"sg","language":"en","title":"Rebound Anticipated For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1161980982","media":"RTTNews","summary":"The Singapore stock market on Wednesday snapped the two-day winning streak in which it had gathered ","content":"<html><head></head><body><p>The Singapore stock market on Wednesday snapped the two-day winning streak in which it had gathered more than 35 points or 1.1 percent. The Straits Times Index now rests just beneath the 3,350-point plateau although it&#39;s likely to bounce higher again on Thursday.</p><p>The global forecast for the Asian markets is upbeat on optimism regarding the outlook for interest rates. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.</p><p>The STI finished slightly lower on Wednesday following mixed performances from the financial shares, property stocks and industrial issues.</p><p>For the day, the index shed 7.63 points or 0.23 percent to finish at 3,349.27 after trading between 3,342.91 and 3,366.93. Volume was 1.63 billion shares worth 1.57 billion Singapore dollars. There were 315 decliners and 183 gainers.</p><p>Among the actives, Ascendas REIT skidded 1.40 percent, while CapitaLand Integrated Commercial Trust declined 1.72 percent, CapitaLand Investment tanked 2.60 percent, City Developments plunged 5.97 percent, Comfort DelGro soared 2.04 percent, DBS Group gained 038 percent, Hongkong Land climbed 0.85 percent, Keppel Corp shed 0.44 percent, Mapletree Industrial Trust retreated 1.53 percent, Mapletree Logistics Trust tumbled 2.23 percent, Oversea-Chinese Banking Corporation dropped 0.56 percent, SembCorp Industries added 0.68 percent, Singapore Exchange rose 0.20 percent, Singapore Technologies Engineering slumped 1.22 percent, SingTel lost 0.36 percent, Thai Beverage stumbled 1.46 percent, United Overseas Bank collected 0.83 percent, Venture Corporation surged 6.41 percent, Wilmar International sank 0.68 percent, Yangzijiang Financial plummeted 14.68 percent, Yangzijiang Shipbuilding surrendered 2.20 percent and Dairy Farm International, Genting Singapore, Mapletree Commercial Trust and SATS were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages hugged the unchanged line for most of the day before skyrocketing in the final hour.</p><p>The Dow surged 932.27 points or 2.81 percent to finish at 34,061.06, while the NASDAQ soared 401.10 points or 3.19 percent to end at 12,964.86 and the S&amp;P 500 jumped 124.69 points or 2.99 percent to close at 4,300.17.</p><p>The late-day rally on Wall Street came after Federal Reserve Chair Jerome Powell indicated the central bank does not plan to raise interest rates as aggressively as some had feared.</p><table><tbody><tr></tr></tbody></table><p>The comments from Powell came after the Fed announced its widely expected decision to raise interest rates by half a percentage point in an effort to return elevated inflation to its 2 percent objective - even though overall U.S.economyactivity edged down in the first quarter.</p><p>In economic news, the Institute for Supply Management showed an unexpected slowdown in the pace of growth in U.S. service sector activity in April. Also, payroll processor ADP showed U.S. private sector job growth slowed more than expected last month.</p><p>Crude oil prices rose sharply Wednesday, lifted by the European Union&#39;s decision to impose sanctions on Russian oil. West Texas Intermediate Crude oil futures for June climbed $5.58 or 5.5 percent to $107.79 a barrel.</p><p>Closer to home, Singapore will release March data for retail sales later today; in February, sales were down 1.2 percent on month and 3.4 percent on year.</p></body></html>","source":"lsy1626938412129","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>Rebound Anticipated For Singapore Stock Market</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\">\nRebound Anticipated For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3281376/rebound-anticipated-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Wednesday snapped the two-day winning streak in which it had gathered more than 35 points or 1.1 percent. The Straits Times Index now rests just beneath the 3,350-point ...</p>\n\n<a href=\"https://www.rttnews.com/3281376/rebound-anticipated-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3281376/rebound-anticipated-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161980982","content_text":"The Singapore stock market on Wednesday snapped the two-day winning streak in which it had gathered more than 35 points or 1.1 percent. The Straits Times Index now rests just beneath the 3,350-point plateau although it's likely to bounce higher again on Thursday.The global forecast for the Asian markets is upbeat on optimism regarding the outlook for interest rates. The European markets were down and the U.S. bourses were up and the Asian markets figure to follow the latter lead.The STI finished slightly lower on Wednesday following mixed performances from the financial shares, property stocks and industrial issues.For the day, the index shed 7.63 points or 0.23 percent to finish at 3,349.27 after trading between 3,342.91 and 3,366.93. Volume was 1.63 billion shares worth 1.57 billion Singapore dollars. There were 315 decliners and 183 gainers.Among the actives, Ascendas REIT skidded 1.40 percent, while CapitaLand Integrated Commercial Trust declined 1.72 percent, CapitaLand Investment tanked 2.60 percent, City Developments plunged 5.97 percent, Comfort DelGro soared 2.04 percent, DBS Group gained 038 percent, Hongkong Land climbed 0.85 percent, Keppel Corp shed 0.44 percent, Mapletree Industrial Trust retreated 1.53 percent, Mapletree Logistics Trust tumbled 2.23 percent, Oversea-Chinese Banking Corporation dropped 0.56 percent, SembCorp Industries added 0.68 percent, Singapore Exchange rose 0.20 percent, Singapore Technologies Engineering slumped 1.22 percent, SingTel lost 0.36 percent, Thai Beverage stumbled 1.46 percent, United Overseas Bank collected 0.83 percent, Venture Corporation surged 6.41 percent, Wilmar International sank 0.68 percent, Yangzijiang Financial plummeted 14.68 percent, Yangzijiang Shipbuilding surrendered 2.20 percent and Dairy Farm International, Genting Singapore, Mapletree Commercial Trust and SATS were unchanged.The lead from Wall Street is broadly positive as the major averages hugged the unchanged line for most of the day before skyrocketing in the final hour.The Dow surged 932.27 points or 2.81 percent to finish at 34,061.06, while the NASDAQ soared 401.10 points or 3.19 percent to end at 12,964.86 and the S&P 500 jumped 124.69 points or 2.99 percent to close at 4,300.17.The late-day rally on Wall Street came after Federal Reserve Chair Jerome Powell indicated the central bank does not plan to raise interest rates as aggressively as some had feared.The comments from Powell came after the Fed announced its widely expected decision to raise interest rates by half a percentage point in an effort to return elevated inflation to its 2 percent objective - even though overall U.S.economyactivity edged down in the first quarter.In economic news, the Institute for Supply Management showed an unexpected slowdown in the pace of growth in U.S. service sector activity in April. Also, payroll processor ADP showed U.S. private sector job growth slowed more than expected last month.Crude oil prices rose sharply Wednesday, lifted by the European Union's decision to impose sanctions on Russian oil. West Texas Intermediate Crude oil futures for June climbed $5.58 or 5.5 percent to $107.79 a barrel.Closer to home, Singapore will release March data for retail sales later today; in February, sales were down 1.2 percent on month and 3.4 percent on year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061602267,"gmtCreate":1651620056700,"gmtModify":1676534935186,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Still good news. 👍&nbsp;","listText":"Still good news. 👍&nbsp;","text":"Still good news. 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061602267","repostId":"2232403944","repostType":4,"repost":{"id":"2232403944","pubTimestamp":1651576381,"share":"https://ttm.financial/m/news/2232403944?lang=&edition=fundamental","pubTime":"2022-05-03 19:13","market":"us","language":"en","title":"Biogen Non-GAAP EPS of $3.62 Misses by $0.74, Revenue of $2.53B Beats by $30M","url":"https://stock-news.laohu8.com/highlight/detail?id=2232403944","media":"seekingalpha","summary":"Biogen (NASDAQ:BIIB): Q1  Non-GAAP EPS of $3.62  misses by $0.74. Biogen shares slipped 2.32% in pre","content":"<html><head></head><body><p>Biogen (NASDAQ:BIIB): Q1  Non-GAAP EPS of $3.62  misses by $0.74. Biogen shares slipped 2.32% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/c5760cfc8dff653bef75bd8e43892d21\" tg-width=\"880\" tg-height=\"654\" width=\"100%\" height=\"auto\"/></p><p>Revenue of $2.53B (-5.9% Y/Y)  beats by $30M.</p><p>Total revenue of $9.7B-$10B vs. $9.87B consensus</p><p>Non-GAAP EPS of $14.25-$16.00 vs. $15.43 consensus</p><p>Biogen announced today that it has begun a search for a new Chief Executive Officer. Michel Vounatsos will continue to serve as Chief Executive Officer and on the Company’s Board of Directors until his successor is appointed. Mr. Vounatsos has served as the Company’s Chief Executive Officer since his appointment in January 2017.</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>Biogen Non-GAAP EPS of $3.62 Misses by $0.74, Revenue of $2.53B Beats by $30M</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\">\nBiogen Non-GAAP EPS of $3.62 Misses by $0.74, Revenue of $2.53B Beats by $30M\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 19:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3830819-biogen-non-gaap-eps-of-3_62-misses-0_74-revenue-of-2_53b-beats-30m><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biogen (NASDAQ:BIIB): Q1  Non-GAAP EPS of $3.62  misses by $0.74. Biogen shares slipped 2.32% in premarket trading.Revenue of $2.53B (-5.9% Y/Y)  beats by $30M.Total revenue of $9.7B-$10B vs. $9.87B ...</p>\n\n<a href=\"https://seekingalpha.com/news/3830819-biogen-non-gaap-eps-of-3_62-misses-0_74-revenue-of-2_53b-beats-30m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司"},"source_url":"https://seekingalpha.com/news/3830819-biogen-non-gaap-eps-of-3_62-misses-0_74-revenue-of-2_53b-beats-30m","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232403944","content_text":"Biogen (NASDAQ:BIIB): Q1  Non-GAAP EPS of $3.62  misses by $0.74. Biogen shares slipped 2.32% in premarket trading.Revenue of $2.53B (-5.9% Y/Y)  beats by $30M.Total revenue of $9.7B-$10B vs. $9.87B consensusNon-GAAP EPS of $14.25-$16.00 vs. $15.43 consensusBiogen announced today that it has begun a search for a new Chief Executive Officer. Michel Vounatsos will continue to serve as Chief Executive Officer and on the Company’s Board of Directors until his successor is appointed. Mr. Vounatsos has served as the Company’s Chief Executive Officer since his appointment in January 2017.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061906117,"gmtCreate":1651547277426,"gmtModify":1676534924798,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"I will support AAPL. Gogogo","listText":"I will support AAPL. Gogogo","text":"I will support AAPL. Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061906117","repostId":"2232174417","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060054330,"gmtCreate":1651073643101,"gmtModify":1676534845153,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>gogogo...","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>gogogo...","text":"$Tesla Motors(TSLA)$gogogo...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060054330","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085725570,"gmtCreate":1650768359036,"gmtModify":1676534789502,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085725570","repostId":"2229599011","repostType":4,"repost":{"id":"2229599011","pubTimestamp":1650691800,"share":"https://ttm.financial/m/news/2229599011?lang=&edition=fundamental","pubTime":"2022-04-23 13:30","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229599011","media":"Motley Fool","summary":"The chipmaker nearly joined the twelve-zero club last year, but it could be awhile before it gets back there.","content":"<html><head></head><body><p><b>Nvidia</b>&#39;s stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.</p><p>But after hitting its all-time high, Nvidia&#39;s stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.</p><p>Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let&#39;s examine its upcoming catalysts and challenges to find out.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675321%2Frtx-platform-diagram.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Nvidia.</span></p><h2>Nvidia could face a cyclical slowdown</h2><p>Nvidia&#39;s stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.</p><p>In the 2022 fiscal year, which ended this January, Nvidia&#39;s revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.</p><p>But over the next three fiscal years, analysts expect Nvidia&#39;s revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.</p><table border=\"1\" width=\"598\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"239\"><p>Metric</p></th><th width=\"104\"><p>FY 2023 Estimate</p></th><th width=\"94\"><p>FY 2024 Estimate</p></th><th width=\"103\"><p>FY 2025 Estimate</p></th></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Revenue Growth</b></p></td><td width=\"104\"><p>29%</p></td><td width=\"94\"><p>17%</p></td><td width=\"103\"><p>12%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted operating margin</b></p></td><td width=\"104\"><p>48.3%</p></td><td width=\"94\"><p>49.4%</p></td><td width=\"103\"><p>51%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted EPS growth </b></p></td><td width=\"104\"><p>15%</p></td><td width=\"94\"><p>34%</p></td><td width=\"103\"><p>11%</p></td></tr></tbody></table><p>Data source: S&amp;P Global Market Intelligence.</p><p>If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.</p><p>Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.</p><p>However, those valuations would still be too rich for a company that&#39;s growing its revenue and earnings in the low teens. Therefore, I think Nvidia&#39;s market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.</p><h2>The near-term headwinds</h2><p>Investors should take analysts&#39; estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.</p><p>In <b>HP</b>&#39;s (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn&#39;t bode well for Nvidia and other PC chipmakers.</p><p>Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.</p><p>To make matters worse, <b>Intel</b> (NASDAQ: INTC) plans to disrupt Nvidia and <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&#39;s (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.</p><h2>The long-term tailwinds</h2><p>Those challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR&#39;s fourth-quarter numbers, compared to AMD&#39;s 19% share.</p><p>The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.</p><p>If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.</p><h2>Look beyond Nvidia&#39;s market cap</h2><p>Nvidia probably won&#39;t become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it&#39;s arguably better for Nvidia&#39;s stock to cool off now and reset the market&#39;s expectations instead of flying off the rails with runaway valuations.</p><p>Nvidia&#39;s stock might generate much lower returns over the next three years, but investors shouldn&#39;t abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.</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>Will Nvidia Be a Trillion-Dollar Stock by 2025?</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\">\nWill Nvidia Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","NVDA":"英伟达","BK4527":"明星科技股","BK4543":"AI","BK4529":"IDC概念","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4579":"人工智能","BK4549":"软银资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229599011","content_text":"Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.But after hitting its all-time high, Nvidia's stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let's examine its upcoming catalysts and challenges to find out.Image source: Nvidia.Nvidia could face a cyclical slowdownNvidia's stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.In the 2022 fiscal year, which ended this January, Nvidia's revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.But over the next three fiscal years, analysts expect Nvidia's revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.MetricFY 2023 EstimateFY 2024 EstimateFY 2025 EstimateRevenue Growth29%17%12%Adjusted operating margin48.3%49.4%51%Adjusted EPS growth 15%34%11%Data source: S&P Global Market Intelligence.If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.However, those valuations would still be too rich for a company that's growing its revenue and earnings in the low teens. Therefore, I think Nvidia's market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.The near-term headwindsInvestors should take analysts' estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.In HP's (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn't bode well for Nvidia and other PC chipmakers.Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.To make matters worse, Intel (NASDAQ: INTC) plans to disrupt Nvidia and AMD's (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.The long-term tailwindsThose challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR's fourth-quarter numbers, compared to AMD's 19% share.The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.Look beyond Nvidia's market capNvidia probably won't become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it's arguably better for Nvidia's stock to cool off now and reset the market's expectations instead of flying off the rails with runaway valuations.Nvidia's stock might generate much lower returns over the next three years, but investors shouldn't abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085641388,"gmtCreate":1650694493443,"gmtModify":1676534778899,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085641388","repostId":"2229168533","repostType":4,"repost":{"id":"2229168533","pubTimestamp":1650672182,"share":"https://ttm.financial/m/news/2229168533?lang=&edition=fundamental","pubTime":"2022-04-23 08:03","market":"us","language":"en","title":"Got $1,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2229168533","media":"Motley Fool","summary":"These industry leaders have Buffett's stamp of approval and are on track for more big wins.","content":"<html><head></head><body><p>If you owned a $1,000 stake in <b>Berkshire Hathaway</b> when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world&#39;s largest companies, and The Oracle of Omaha&#39;s ability to identify promising businesses worth holding long term has played a big role in getting there.</p><p>While Berkshire&#39;s massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.</p><h2>1. Amazon</h2><p>Even with current holdings worth roughly $1.8 billion, <b>Amazon</b> ranks as just the 21st-largest overall stock holding in Berkshire&#39;s portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant&#39;s stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as &#34;an idiot&#34; for not buying shares at an earlier stage.</p><p>With gains of roughly 21,680% over the last 20 years, it&#39;s not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon&#39;s e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.</p><h2>2. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>While the Oracle of Omaha is best known as a value investing guru, that doesn&#39;t mean that he and the Berkshire team don&#39;t sometimes see great value in highly growth-dependent stocks. <b>Snowflake</b> provides a data-warehousing platform that can be used to combine and analyze information from Amazon, <b>Alphabet</b>, and <b>Microsoft</b>&#39;s respective cloud platforms, and surging demand for its services is translating to rapid business expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c49e19db0c82953682aa96a1284927d\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Snowflake.</span></p><p>Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most &#34;expensive&#34; stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn&#39;t be surprised at all if it winds up being one of the investment conglomerate&#39;s best-performing stocks over the next decade.</p><h2>3. Verizon</h2><p>With the largest wireless network in the U.S., highly rated service, and strong customer loyalty, <b>Verizon</b> stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what&#39;s possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.</p><p>Verizon&#39;s business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company&#39;s payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year&#39;s expected earnings.</p><h2>4. Bank of America</h2><p>Berkshire Hathaway&#39;s holdings in <b>Bank of America</b> stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire&#39;s second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.</p><p>There will always be a need for banking and financial services, and Bank of America&#39;s incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there&#39;s a good chance that investors can look forward to more payout growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cba5f4053d34276169cf8dc0ea2f575\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>BAC Dividend data by YCharts</span></p><h2>5. Apple</h2><p>Buffett has said that <b>Apple</b> is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire&#39;s portfolio, representing roughly 46% of its total stock holdings.</p><p>Apple has the world&#39;s most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that&#39;s helping to power new growth stages for the company.</p><p>With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company&#39;s core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.</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>Got $1,000? 5 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4176":"多领域控股","BK4516":"特朗普概念","BK4528":"SaaS概念","VZ":"威瑞森","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","SNOW":"Snowflake","BK4533":"AQR资本管理(全球第二大对冲基金)","BAC":"美国银行","BRK.B":"伯克希尔B","BK4575":"芯片概念","BRK.A":"伯克希尔","BK4566":"资本集团","AMZN":"亚马逊","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4538":"云计算","BK4527":"明星科技股","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4207":"综合性银行","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","ORCL":"甲骨文","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229168533","content_text":"If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world's largest companies, and The Oracle of Omaha's ability to identify promising businesses worth holding long term has played a big role in getting there.While Berkshire's massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.1. AmazonEven with current holdings worth roughly $1.8 billion, Amazon ranks as just the 21st-largest overall stock holding in Berkshire's portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant's stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as \"an idiot\" for not buying shares at an earlier stage.With gains of roughly 21,680% over the last 20 years, it's not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon's e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.2. SnowflakeWhile the Oracle of Omaha is best known as a value investing guru, that doesn't mean that he and the Berkshire team don't sometimes see great value in highly growth-dependent stocks. Snowflake provides a data-warehousing platform that can be used to combine and analyze information from Amazon, Alphabet, and Microsoft's respective cloud platforms, and surging demand for its services is translating to rapid business expansion.Image source: Snowflake.Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most \"expensive\" stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn't be surprised at all if it winds up being one of the investment conglomerate's best-performing stocks over the next decade.3. VerizonWith the largest wireless network in the U.S., highly rated service, and strong customer loyalty, Verizon stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what's possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.Verizon's business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company's payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year's expected earnings.4. Bank of AmericaBerkshire Hathaway's holdings in Bank of America stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire's second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.There will always be a need for banking and financial services, and Bank of America's incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there's a good chance that investors can look forward to more payout growth.BAC Dividend data by YCharts5. AppleBuffett has said that Apple is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire's portfolio, representing roughly 46% of its total stock holdings.Apple has the world's most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that's helping to power new growth stages for the company.With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company's core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085641087,"gmtCreate":1650694453482,"gmtModify":1676534778899,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>c'mon.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>c'mon.&nbsp;","text":"$Tesla Motors(TSLA)$c'mon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085641087","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9034964963,"gmtCreate":1647761250345,"gmtModify":1676534264011,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034964963","repostId":"1143890912","repostType":4,"repost":{"id":"1143890912","pubTimestamp":1647743752,"share":"https://ttm.financial/m/news/1143890912?lang=&edition=fundamental","pubTime":"2022-03-20 10:35","market":"us","language":"en","title":"With Six More Rate Hikes Planned for 2022, Here Are 3 Bank Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890912","media":"Motley Fool","summary":"Interest rates may rise higher this year than most banks had been building into their models.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>The Federal Reserve recently raised its benchmark overnight lending rate for the first time since 2018.</li><li>The Fed also indicated it plans to raise the federal funds rate at each of its next six meetings.</li><li>This could lead to higher profits and revenue than many banks had expected this year.</li></ul><p>After months of anticipation, the Federal Reserve at its meeting earlier this month raised its benchmark overnight lending, the federal funds rate, by 25 basis points (0.25%). The market knew the move was coming, but what came as a surprise was the Fed&#39;s more hawkish outlook, indicating that it expects to make similarly sized rate hikes at each of its next six meetings in 2022. Then it&#39;s planning another four hikes in 2023 for a total of 11 hikes in two years.</p><p>Most banks, which tend to benefit from a little bit of inflation and rising interest rates so long as they don&#39;t push the economy into a recession, had been penciling in fewer hikes this year. While bank stock prices had definitely factored in the benefit from rate hikes to a certain extent, more rate hikes than projected this year also means there is the potential for banks to generate higher revenue and profits in 2022. Here are three bank stocks to buy.</p><p><b>1. Bank of America</b></p><p>One of the main moneymakers for most banks is net interest income(NII), the profit that banks make mostly on loans and securities after covering the cost of funding those assets. Rate hikes help NII because many yields on loans rise along with the federal funds rate.<b>Bank of America</b> is incredibly asset sensitive because of its large commercial loan base, which encompasses many floating-rate loans that adjust higher with the federal funds rate, and its multi-trillion dollar deposit base.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03831b8d910718918ec11dfd8192ab29\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>In its 2021 annual filing, which came out in late February, Bank of America only expected the federal funds rate to be at 1% at the end of 2022. Seven rate hikes in total this year would put it around 1.75%. Management doesn&#39;t provide guidance on full-year expected NII, but if six more hikes materialize, expect NII -- and therefore total revenue -- to surpass initial projections, barring a recession that doesn&#39;t stunt projected loan growth. Chief Financial Officer Alastair Borthwick noted on the company&#39;s latest earnings call that the bank&#39;s balance sheet has grown considerably in recent years and that the bank is twice as sensitive to the federal funds rate than it was in 2015 when the last rate cycle began.</p><p>Furthermore, Bank of America has greatly improved its deposit base. Deposit costs go up along with the federal funds rate, so the banks that can bring in low-cost, sticky deposits can increase their margins the most. Longtime bank analyst Mike Mayo of Wells Fargo pointed out in a recent research note that roughly half of Bank of America&#39;s $2 trillion deposits are low-cost retail deposits from sources like checking accounts. He doesn&#39;t expect the rates on those to increase much through the first four or five rate hikes. Couple that with the fact that management expects to hold expenses flat this year and it&#39;s hard not to like Bank of America under the Fed&#39;s new plans.</p><p><b>2. Comerica</b></p><p>Based in Dallas with nearly $97 billion in assets,<b>Comerica Incorporated</b> is one of the most rate-sensitive banks in the industry. According to its annual filing, a 1% move higher in the federal funds rate would essentially grow NII by a whopping 12% over the next 12 months from the end of 2021 (although keep in mind these are just projections and rarely pan out exactly as expected).</p><p>More than 55% of Comerica&#39;s deposits are non-interest bearing, meaning the bank pays no interest on them. These are rate insensitive and are expected to be much more stable during a rising-rate environment. Furthermore, Comerica has high levels of cash right now, which it will earn a lot more yield on as rates go up by leaving them with the Fed or investing in securities, which will also see their yields rise along with the federal funds rate. With roughly 90% of total loans in various commercial segments, many of Comerica&#39;s loans also have floating rates that will reprice higher with the federal funds rate.</p><p>Considering management at Comerica had only expected four rate hikes this year, that leaves a lot of room for potential upside. Thebankalso has nearly a 2.9% dividend yield even with its stock up nearly 32% over the past six months, which is a nice value add.</p><p><b>3. Silvergate Capital</b></p><p>My last recommendation in this group is a much smaller, niche bank called <b>Silvergate Capital</b>, which actually specializes in serving the crypto community. While it doesn&#39;t hold <b>Bitcoin</b> or other cryptocurrencies on its balance sheet, the bank has created a real-time payments system that enables any party on the network to send and clear funds instantly at any time.</p><p>The payments network solves an important problem for institutional traders looking to trade with cryptocurrency exchanges, because while cryptocurrencies trade constantly, most of the U.S. financial system doesn&#39;t operate in real time. Parties that use Silvergate&#39;s payments system must set up bank accounts with Silvergate that usually include large amounts of non-interest-bearing deposits. In fact, Silvergate essentially gets its entire deposit base for free.</p><p>Even better for investors worried about a recession is that the bank isn&#39;t really too dependent on loans. Only roughly 12.5% of its deposits are funding loans. Roughly 54% of its total assets, or roughly $8.6 billion, are invested in fixed income securities. The bank&#39;s overall securities book in the fourth quarter of 2021 had a yield of 1.04%. Silvergate has another roughly $5.4 billion sitting in cash. With the yield on the U.S. 10-year Treasury recently at 2.16%, the bank will make a lot more money on excess cash and new securities deployment.</p><p>Silvergate will likely have to hold more cash than normal banks due to the nature of its business. The stock also does to some extent move with the price of Bitcoin and deposit flows may be influenced by crypto trading levels. But in its annual report, Silvergate estimated that a 1% move higher in the federal funds rate would generate an additional nearly 60% of NII over the next year. That&#39;s simply astonishing, but keep in mind that it&#39;s still just a projection -- and investors will all be waiting to see if, in fact, the Fed raises rates six more times this year.</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>With Six More Rate Hikes Planned for 2022, Here Are 3 Bank Stocks to Buy</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\">\nWith Six More Rate Hikes Planned for 2022, Here Are 3 Bank Stocks to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/19/with-six-more-rate-hikes-planned-in-2022-here-are/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe Federal Reserve recently raised its benchmark overnight lending rate for the first time since 2018.The Fed also indicated it plans to raise the federal funds rate at each of its next six...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/19/with-six-more-rate-hikes-planned-in-2022-here-are/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMA":"联信银行","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/03/19/with-six-more-rate-hikes-planned-in-2022-here-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890912","content_text":"KEY POINTSThe Federal Reserve recently raised its benchmark overnight lending rate for the first time since 2018.The Fed also indicated it plans to raise the federal funds rate at each of its next six meetings.This could lead to higher profits and revenue than many banks had expected this year.After months of anticipation, the Federal Reserve at its meeting earlier this month raised its benchmark overnight lending, the federal funds rate, by 25 basis points (0.25%). The market knew the move was coming, but what came as a surprise was the Fed's more hawkish outlook, indicating that it expects to make similarly sized rate hikes at each of its next six meetings in 2022. Then it's planning another four hikes in 2023 for a total of 11 hikes in two years.Most banks, which tend to benefit from a little bit of inflation and rising interest rates so long as they don't push the economy into a recession, had been penciling in fewer hikes this year. While bank stock prices had definitely factored in the benefit from rate hikes to a certain extent, more rate hikes than projected this year also means there is the potential for banks to generate higher revenue and profits in 2022. Here are three bank stocks to buy.1. Bank of AmericaOne of the main moneymakers for most banks is net interest income(NII), the profit that banks make mostly on loans and securities after covering the cost of funding those assets. Rate hikes help NII because many yields on loans rise along with the federal funds rate.Bank of America is incredibly asset sensitive because of its large commercial loan base, which encompasses many floating-rate loans that adjust higher with the federal funds rate, and its multi-trillion dollar deposit base.Image source: Getty Images.In its 2021 annual filing, which came out in late February, Bank of America only expected the federal funds rate to be at 1% at the end of 2022. Seven rate hikes in total this year would put it around 1.75%. Management doesn't provide guidance on full-year expected NII, but if six more hikes materialize, expect NII -- and therefore total revenue -- to surpass initial projections, barring a recession that doesn't stunt projected loan growth. Chief Financial Officer Alastair Borthwick noted on the company's latest earnings call that the bank's balance sheet has grown considerably in recent years and that the bank is twice as sensitive to the federal funds rate than it was in 2015 when the last rate cycle began.Furthermore, Bank of America has greatly improved its deposit base. Deposit costs go up along with the federal funds rate, so the banks that can bring in low-cost, sticky deposits can increase their margins the most. Longtime bank analyst Mike Mayo of Wells Fargo pointed out in a recent research note that roughly half of Bank of America's $2 trillion deposits are low-cost retail deposits from sources like checking accounts. He doesn't expect the rates on those to increase much through the first four or five rate hikes. Couple that with the fact that management expects to hold expenses flat this year and it's hard not to like Bank of America under the Fed's new plans.2. ComericaBased in Dallas with nearly $97 billion in assets,Comerica Incorporated is one of the most rate-sensitive banks in the industry. According to its annual filing, a 1% move higher in the federal funds rate would essentially grow NII by a whopping 12% over the next 12 months from the end of 2021 (although keep in mind these are just projections and rarely pan out exactly as expected).More than 55% of Comerica's deposits are non-interest bearing, meaning the bank pays no interest on them. These are rate insensitive and are expected to be much more stable during a rising-rate environment. Furthermore, Comerica has high levels of cash right now, which it will earn a lot more yield on as rates go up by leaving them with the Fed or investing in securities, which will also see their yields rise along with the federal funds rate. With roughly 90% of total loans in various commercial segments, many of Comerica's loans also have floating rates that will reprice higher with the federal funds rate.Considering management at Comerica had only expected four rate hikes this year, that leaves a lot of room for potential upside. Thebankalso has nearly a 2.9% dividend yield even with its stock up nearly 32% over the past six months, which is a nice value add.3. Silvergate CapitalMy last recommendation in this group is a much smaller, niche bank called Silvergate Capital, which actually specializes in serving the crypto community. While it doesn't hold Bitcoin or other cryptocurrencies on its balance sheet, the bank has created a real-time payments system that enables any party on the network to send and clear funds instantly at any time.The payments network solves an important problem for institutional traders looking to trade with cryptocurrency exchanges, because while cryptocurrencies trade constantly, most of the U.S. financial system doesn't operate in real time. Parties that use Silvergate's payments system must set up bank accounts with Silvergate that usually include large amounts of non-interest-bearing deposits. In fact, Silvergate essentially gets its entire deposit base for free.Even better for investors worried about a recession is that the bank isn't really too dependent on loans. Only roughly 12.5% of its deposits are funding loans. Roughly 54% of its total assets, or roughly $8.6 billion, are invested in fixed income securities. The bank's overall securities book in the fourth quarter of 2021 had a yield of 1.04%. Silvergate has another roughly $5.4 billion sitting in cash. With the yield on the U.S. 10-year Treasury recently at 2.16%, the bank will make a lot more money on excess cash and new securities deployment.Silvergate will likely have to hold more cash than normal banks due to the nature of its business. The stock also does to some extent move with the price of Bitcoin and deposit flows may be influenced by crypto trading levels. But in its annual report, Silvergate estimated that a 1% move higher in the federal funds rate would generate an additional nearly 60% of NII over the next year. That's simply astonishing, but keep in mind that it's still just a projection -- and investors will all be waiting to see if, in fact, the Fed raises rates six more times this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089271800,"gmtCreate":1649998694486,"gmtModify":1676534626678,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"TSLA.. way to go.","listText":"TSLA.. way to go.","text":"TSLA.. way to go.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089271800","repostId":"2227676744","repostType":4,"repost":{"id":"2227676744","pubTimestamp":1649995014,"share":"https://ttm.financial/m/news/2227676744?lang=&edition=fundamental","pubTime":"2022-04-15 11:56","market":"us","language":"en","title":"Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2227676744","media":"TipRanks","summary":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV","content":"<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is the ‘Ultimate Battery Capex Play,’ Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4550":"红杉资本持仓","ULTI":"The Ultimate Software Group","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","BK4527":"明星科技股","BK4504":"桥水持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","MS":"摩根士丹利","TSLA":"特斯拉","BK4555":"新能源车"},"source_url":"https://www.tipranks.com/news/article/tesla-is-the-ultimate-battery-capex-play-says-morgan-stanley/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227676744","content_text":"Is Tesla (TSLA) overvalued? That is a question that has been asked many times. If you look at the EV leader as a “pure car company,” then yes, says Morgan Stanley’s Adam Jonas, Tesla is overvalued.“However,” the 5-star analyst went on to say, “the company may be substantially undervalued as a renewable energy on-shore infrastructure company.” In fact, Jonas views Tesla as the “ultimate battery capex play.”What recent events have shown us is that the world needs to “transition off of the fossil fuel economy (aka the molecular energy economy)” and into the renewable economy. More crudely, the combined effect of war + inflation will result in “energy innovation.”And here investors must ponder the new energy supply chain and supporting infrastructure. In the year ahead, Jonas expects Tesla, and fellow auto industry luminaries to show investors how important they are for this transformation to take place. With Tesla leading the way, Jonas expects “many other auto companies to play a critical role in re-architecting the renewable energy/transport industry.”What this will involve is no less than the MOACC – the Mother of All Capex Cycles. Over the next 20 years, to move off of fossil fuels, Jonas reckons that as much as $20 to $40 trillion will need to be spent in “accumulated capex and R&D.” So far, only 1% of this amount has gone toward this endeavor while to-date, not even 3% has even been allocated.“While many investors are still focused on whether GM can outperform Ford by 5 or 10% this year (or vice versa),” Jonas summed up, “the global renewable energy/battery capex cycle is where the real alpha is, in our opinion.”All in all, there’s no change to Jonas’ rating on TSLA, which remains an Overweight (i.e., Buy). The analyst gives the stock a $1,300 price target, which suggests ~32% growth in the year ahead.What does the rest of the Street have in store for Tesla? It’s a mixed bag; based on 15 Buy ratings, 5 Holds and 6 Sells, the stock claims a Moderate Buy consensus rating. The average price target currently stands at $1,005 and change, implying shares will stay rangebound for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014715820,"gmtCreate":1649719309719,"gmtModify":1676534555335,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014715820","repostId":"2226683093","repostType":4,"repost":{"id":"2226683093","pubTimestamp":1649691304,"share":"https://ttm.financial/m/news/2226683093?lang=&edition=fundamental","pubTime":"2022-04-11 23:35","market":"us","language":"en","title":"3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2226683093","media":"Motley Fool","summary":"A tumbling stock market is the ideal time to put your money to work in these rock-solid companies.","content":"<html><head></head><body><p>A little over a year ago, things couldn&#39;t have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the strongest bounces from a bear-market in history. What&#39;s more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.</p><p>But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation&#39;s central bank may be to blame.</p><p>While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused <b>Nasdaq Composite</b>&#39;s brief tumble into bear market territory was primarily Fed-induced.</p><p>Although big drops in the market can be scary at times -- especially when they&#39;re caused by the Fed shifting course -- they&#39;re historically the best time to put your money to work. That&#39;s because all notable declines are eventually erased by a bull market rally.</p><p>Below are three of the smartest stocks investors can buy in a Fed-driven bear market.</p><h2><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></h2><p>The first stock investors would be wise to buy in a Fed-induced bear market is conglomerate <b>Berkshire Hathaway</b> ( BRK.A )( BRK.B).</p><p>Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he&#39;s led Berkshire&#39;s Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we&#39;re talking about an increase of 4,210,069%, as of April 7.</p><p>One of Buffett&#39;s not-so-subtle secrets to success is that he&#39;s packed Berkshire Hathaway&#39;s portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.</p><p>Something else to consider is that a sizable percentage of Berkshire Hathaway&#39;s owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it&#39;ll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.</p><p>Berkshire Hathaway&#39;s success is also a function of Buffett&#39;s love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.</p><p>Long story short, riding Buffett&#39;s coattails has long been a moneymaking investment strategy.</p><p><img src=\"https://static.tigerbbs.com/258390c72eb8866a0650f6b06661fd51\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h2><p>Just because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn&#39;t mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that&#39;s a smart buy is cybersecurity stock <b>CrowdStrike Holdings</b> (CRWD).</p><p>Since the pandemic began more than two years ago, businesses have accelerated the pace at which they&#39;ve moved data online and into the cloud. Given that hackers and robots don&#39;t take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.</p><p>While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events <i>per day</i> and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn&#39;t the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it&#39;s one of the best.</p><p>Additional proof of Falcon&#39;s success can be seen in CrowdStrike&#39;s subscriber figures and organic growth rate. Over the past five years, the company&#39;s subscriber count has grown by an annual average of 105%. What&#39;s more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).</p><p>As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.</p><p><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>A third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain <b>Walgreens Boots Alliance</b> (WBA).</p><p>Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can&#39;t control when we get sick, there&#39;s always demand for prescription drugs, medical devices, and healthcare services.</p><p>However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation&#39;s central bank does on the interest rate front.</p><p>What makes Walgreens Boots Alliance such an attractive investment is the company&#39;s multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it&#39;s spent aggressively on digitization initiatives that&#39;ll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company&#39;s organic growth rate.</p><p>Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens&#39; pharmacy should help improve brand loyalty and the company&#39;s bottom line.</p><p>With Walgreens valued at just 9 times Wall Street&#39;s forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","CRWD":"CrowdStrike Holdings, Inc.","WBA":"沃尔格林联合博姿"},"source_url":"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226683093","content_text":"A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a bear-market in history. What's more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation's central bank may be to blame.While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused Nasdaq Composite's brief tumble into bear market territory was primarily Fed-induced.Although big drops in the market can be scary at times -- especially when they're caused by the Fed shifting course -- they're historically the best time to put your money to work. That's because all notable declines are eventually erased by a bull market rally.Below are three of the smartest stocks investors can buy in a Fed-driven bear market.Berkshire HathawayThe first stock investors would be wise to buy in a Fed-induced bear market is conglomerate Berkshire Hathaway ( BRK.A )( BRK.B).Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he's led Berkshire's Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we're talking about an increase of 4,210,069%, as of April 7.One of Buffett's not-so-subtle secrets to success is that he's packed Berkshire Hathaway's portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.Something else to consider is that a sizable percentage of Berkshire Hathaway's owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it'll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.Berkshire Hathaway's success is also a function of Buffett's love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.Long story short, riding Buffett's coattails has long been a moneymaking investment strategy.Image source: Getty Images.CrowdStrike HoldingsJust because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn't mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that's a smart buy is cybersecurity stock CrowdStrike Holdings (CRWD).Since the pandemic began more than two years ago, businesses have accelerated the pace at which they've moved data online and into the cloud. Given that hackers and robots don't take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events per day and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn't the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it's one of the best.Additional proof of Falcon's success can be seen in CrowdStrike's subscriber figures and organic growth rate. Over the past five years, the company's subscriber count has grown by an annual average of 105%. What's more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.Image source: Getty Images.Walgreens Boots AllianceA third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain Walgreens Boots Alliance (WBA).Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can't control when we get sick, there's always demand for prescription drugs, medical devices, and healthcare services.However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation's central bank does on the interest rate front.What makes Walgreens Boots Alliance such an attractive investment is the company's multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it's spent aggressively on digitization initiatives that'll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company's organic growth rate.Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens' pharmacy should help improve brand loyalty and the company's bottom line.With Walgreens valued at just 9 times Wall Street's forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905429274,"gmtCreate":1659926722900,"gmtModify":1703476072465,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a><v-v data-views=\"1\"></v-v>ocbc is my long-term bet. I will keep it for as long as possible. Hopefully will use it to fund my retirement.&nbsp; Keep the dividend coming and i am grateful.","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a><v-v data-views=\"1\"></v-v>ocbc is my long-term bet. I will keep it for as long as possible. Hopefully will use it to fund my retirement.&nbsp; Keep the dividend coming and i am grateful.","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$ocbc is my long-term bet. I will keep it for as long as possible. Hopefully will use it to fund my retirement. Keep the dividend coming and i am grateful.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905429274","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014065272,"gmtCreate":1649566332822,"gmtModify":1676534531957,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"TSLA, gogogoo","listText":"TSLA, gogogoo","text":"TSLA, gogogoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014065272","repostId":"1187763771","repostType":4,"repost":{"id":"1187763771","pubTimestamp":1649560342,"share":"https://ttm.financial/m/news/1187763771?lang=&edition=fundamental","pubTime":"2022-04-10 11:12","market":"us","language":"en","title":"Where Will Tesla Stock Be In 2030? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=1187763771","media":"Benzinga","summary":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding theCyber Rodeo event held this week.All the same, one analyst is confident that the stock will hit top gear and keep rising over th","content":"<html><head></head><body><p><b>Tesla, Inc.</b>TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.</p><p><b>What Happened:</b> Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, <b>New Street Research</b> analyst <b>Pierre Ferragu</b> said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.</p><p>Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.</p><p>The analyst&#39;s 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.</p><p>The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company&#39;s valuation will gallop to about $10 trillion, he added.</p><p><b>Where Will This Leave Tesla Stock:</b> Tesla&#39;s outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.</p><p>Tesla detractors and skeptical investors may debate the credibility of Ferragu&#39;s model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.</p><p>It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. <b>Loup Fund</b> analyst <b>Gene Munster</b> expects the company to deliver 1.8 million vehicles in 2023.</p><p>Tesla closed Friday&#39;s session down 3% at $1,025.49.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Where Will Tesla Stock Be In 2030? Analyst Weighs In</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\">\nWhere Will Tesla Stock Be In 2030? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/22/04/26557373/where-will-tesla-stock-be-in-2030-analyst-weighs-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187763771","content_text":"Tesla, Inc.TSLAshares barely budged despite all the hype surrounding the Cyber Rodeo event held this week. All the same, one analyst is confident that the stock will hit top gear and keep rising over the next decade.What Happened: Tesla stock will go from a market capitalization of a little over $1 trillion currently to $10 trillion by 2030, New Street Research analyst Pierre Ferragu said in a tweet. The analyst said the Tesla growth story is slowly taking hold and the company is on track to see unprecedented scale and capture 20% of the auto market.Ferragu, however, cautioned that his estimate is neither a forecast nor an investment recommendation, leaving it open to investors to decide for themselves.The analyst's 2030 look ahead assumes 20 million units of vehicle sales and an average selling price of $35,000, translating to vehicle sales of $700 billion. About $1.5 billion will likely come from insurance, $35 billion-$70 billion from full-self driving software and $250 billion from energy, with real AI providing option value.The total 2030 revenue will likely come in at $1 trillion, the analyst estimates. Applying a multiple of 8-10 times on estimated sales, the company's valuation will gallop to about $10 trillion, he added.Where Will This Leave Tesla Stock: Tesla's outstanding share count is currently at 1.03 billion. If the share count remains unchanged, the per-share value of Tesla would be around $9,710.Tesla detractors and skeptical investors may debate the credibility of Ferragu's model. Nevertheless, the company is poised to see superlative growth over the coming years. Tesla, according to many sell-side analysts, is not able to keep pace with the surging demand for its vehicles.It may now have found a solution with the two more Gigas, in Berlin and Texas, coming online. Loup Fund analyst Gene Munster expects the company to deliver 1.8 million vehicles in 2023.Tesla closed Friday's session down 3% at $1,025.49.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012924040,"gmtCreate":1649282767610,"gmtModify":1676534481692,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012924040","repostId":"2225550446","repostType":4,"repost":{"id":"2225550446","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1649255934,"share":"https://ttm.financial/m/news/2225550446?lang=&edition=fundamental","pubTime":"2022-04-06 22:38","market":"us","language":"en","title":"Current Covid Vaccines Not 'Well-Matched' against BA.2-FDA","url":"https://stock-news.laohu8.com/highlight/detail?id=2225550446","media":"Reuters","summary":"(Reuters) - Current COVID-19 vaccines are not well-matched against the BA.2 sub-variant of Omicron, ","content":"<html><head></head><body><p>(Reuters) - Current COVID-19 vaccines are not well-matched against the BA.2 sub-variant of Omicron, the U.S. Food and Drug Administration said on Wednesday, as its panel of outside experts meets to discuss changes to future booster doses.</p><p>The FDA, however, said booster shots protect against serious outcomes of COVID-19, compared with the two preliminary doses.</p><p>U.S. health officials in late March authorized a second booster dose of Moderna and Pfizer&#39;s vaccines for people aged 50 and older, citing data showing waning immunity and risks posed by Omicron variants of the virus.</p><p>&#34;This discussion today is a much larger discussion - it&#39;s a discussion for what do we do about the entire population, and what do we do when we think the virus has evolved further,&#34; said Peter Marks, director of the FDA&#39;s Center for Biologics Evaluation and Research.</p><p>A fourth dose of the Pfizer/BioNTech vaccine lowered rates of COVID-19 among the elderly but the protection against infection appeared short-lived, a large study from Israel found on Tuesday.</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>Current Covid Vaccines Not 'Well-Matched' against BA.2-FDA</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\">\nCurrent Covid Vaccines Not 'Well-Matched' against BA.2-FDA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-06 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Current COVID-19 vaccines are not well-matched against the BA.2 sub-variant of Omicron, the U.S. Food and Drug Administration said on Wednesday, as its panel of outside experts meets to discuss changes to future booster doses.</p><p>The FDA, however, said booster shots protect against serious outcomes of COVID-19, compared with the two preliminary doses.</p><p>U.S. health officials in late March authorized a second booster dose of Moderna and Pfizer&#39;s vaccines for people aged 50 and older, citing data showing waning immunity and risks posed by Omicron variants of the virus.</p><p>&#34;This discussion today is a much larger discussion - it&#39;s a discussion for what do we do about the entire population, and what do we do when we think the virus has evolved further,&#34; said Peter Marks, director of the FDA&#39;s Center for Biologics Evaluation and Research.</p><p>A fourth dose of the Pfizer/BioNTech vaccine lowered rates of COVID-19 among the elderly but the protection against infection appeared short-lived, a large study from Israel found on Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念","BK4581":"高盛持仓","BK4139":"生物科技","BK4550":"红杉资本持仓","BNTX":"BioNTech SE","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225550446","content_text":"(Reuters) - Current COVID-19 vaccines are not well-matched against the BA.2 sub-variant of Omicron, the U.S. Food and Drug Administration said on Wednesday, as its panel of outside experts meets to discuss changes to future booster doses.The FDA, however, said booster shots protect against serious outcomes of COVID-19, compared with the two preliminary doses.U.S. health officials in late March authorized a second booster dose of Moderna and Pfizer's vaccines for people aged 50 and older, citing data showing waning immunity and risks posed by Omicron variants of the virus.\"This discussion today is a much larger discussion - it's a discussion for what do we do about the entire population, and what do we do when we think the virus has evolved further,\" said Peter Marks, director of the FDA's Center for Biologics Evaluation and Research.A fourth dose of the Pfizer/BioNTech vaccine lowered rates of COVID-19 among the elderly but the protection against infection appeared short-lived, a large study from Israel found on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061906117,"gmtCreate":1651547277426,"gmtModify":1676534924798,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"I will support AAPL. Gogogo","listText":"I will support AAPL. Gogogo","text":"I will support AAPL. Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061906117","repostId":"2232174417","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018943599,"gmtCreate":1648961916255,"gmtModify":1676534429372,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018943599","repostId":"1127760867","repostType":4,"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025407855,"gmtCreate":1653712405877,"gmtModify":1676535332133,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Tesla on the rise. Pls go back to the glory 1000+ days.","listText":"Tesla on the rise. Pls go back to the glory 1000+ days.","text":"Tesla on the rise. Pls go back to the glory 1000+ days.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025407855","repostId":"2238290956","repostType":4,"repost":{"id":"2238290956","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":1653697334,"share":"https://ttm.financial/m/news/2238290956?lang=&edition=fundamental","pubTime":"2022-05-28 08:22","market":"us","language":"en","title":"Another Analyst Stays Bullish on Tesla Stock, That's Helping to Fuel a 3-Day Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2238290956","media":"Dow Jones","summary":"Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an ana","content":"<html><head></head><body><p>Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an analyst might help keep the streak alive.</p><p>Tesla stock rose 4.9% Wednesday and 7.4% Thursday after dropping 38% this month coming into Wednesday trading. Shares are up another 7.33%, at $759.63 on Friday. The S&amp;P 500 is up 2.47%, while the Dow Jones Industrial Average is up 1.76%.</p><p>Credit Suisse analyst Dan Levy might be giving Tesla stock an extra boost to close the week. On Friday, he reiterated his bullish stance on shares. What&#39;s more, he didn&#39;t cut his price target amid the stock&#39;s recent slide.</p><p>In a report, Levy said the recent fall in Tesla stock is an attractive entry point. He doesn&#39;t seem to believe that production problems caused by Covid lockdowns in Shanghai are long-term issues. He maintained his Buy rating and $1,125 price target.</p><p>The average analyst price target for Tesla stock has gone to about $942 from $1,000 at the start of May. Several analysts have cut target prices because of the Shanghai situation as well as the overall economic environment.</p><p>Tesla stock, along with shares of <a href=\"https://laohu8.com/S/GM\">General Motors</a> and <a href=\"https://laohu8.com/S/F\">Ford Motor</a>, are down about 35% year to date on average. Investors are worried that higher interest rates and inflation will slow sales while raising costs.</p><p>Tesla stock has also been impacted by CEO Elon Musk&#39;s potential purchase of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. Whether or not the purchase represents a distraction for Musk is up for debate. But he sold Tesla stock to finance the purchase and originally planned to pledge Tesla stock to raise debt for a portion of the deal financing.</p><p>On May 24, Musk allowed the margin loan commitment to expire. He likely won&#39;t use pledged stock to buy Twitter if a deal happens. That reduces the risk that he will have to sell additional large blocks of Tesla stock down the road, a prospect that investors regarded with alarm. The expiration of the debt commitment is part of what pushed Tesla stock up about 13% over the past few days.</p><p>There is a lot going on with Tesla stock lately. Twitter investors are suing Musk because his tweets about the deal have resulted in lot of volatility for Twitter shareholders.</p><p>The lawsuit doesn&#39;t seem to be affecting Tesla stock. Tesla and Twitter didn&#39;t immediately respond to a request for comment about the lawsuits.</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>Another Analyst Stays Bullish on Tesla Stock, That's Helping to Fuel a 3-Day Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnother Analyst Stays Bullish on Tesla Stock, That's Helping to Fuel a 3-Day Rally\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\">2022-05-28 08:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an analyst might help keep the streak alive.</p><p>Tesla stock rose 4.9% Wednesday and 7.4% Thursday after dropping 38% this month coming into Wednesday trading. Shares are up another 7.33%, at $759.63 on Friday. The S&amp;P 500 is up 2.47%, while the Dow Jones Industrial Average is up 1.76%.</p><p>Credit Suisse analyst Dan Levy might be giving Tesla stock an extra boost to close the week. On Friday, he reiterated his bullish stance on shares. What&#39;s more, he didn&#39;t cut his price target amid the stock&#39;s recent slide.</p><p>In a report, Levy said the recent fall in Tesla stock is an attractive entry point. He doesn&#39;t seem to believe that production problems caused by Covid lockdowns in Shanghai are long-term issues. He maintained his Buy rating and $1,125 price target.</p><p>The average analyst price target for Tesla stock has gone to about $942 from $1,000 at the start of May. Several analysts have cut target prices because of the Shanghai situation as well as the overall economic environment.</p><p>Tesla stock, along with shares of <a href=\"https://laohu8.com/S/GM\">General Motors</a> and <a href=\"https://laohu8.com/S/F\">Ford Motor</a>, are down about 35% year to date on average. Investors are worried that higher interest rates and inflation will slow sales while raising costs.</p><p>Tesla stock has also been impacted by CEO Elon Musk&#39;s potential purchase of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. Whether or not the purchase represents a distraction for Musk is up for debate. But he sold Tesla stock to finance the purchase and originally planned to pledge Tesla stock to raise debt for a portion of the deal financing.</p><p>On May 24, Musk allowed the margin loan commitment to expire. He likely won&#39;t use pledged stock to buy Twitter if a deal happens. That reduces the risk that he will have to sell additional large blocks of Tesla stock down the road, a prospect that investors regarded with alarm. The expiration of the debt commitment is part of what pushed Tesla stock up about 13% over the past few days.</p><p>There is a lot going on with Tesla stock lately. Twitter investors are suing Musk because his tweets about the deal have resulted in lot of volatility for Twitter shareholders.</p><p>The lawsuit doesn&#39;t seem to be affecting Tesla stock. Tesla and Twitter didn&#39;t immediately respond to a request for comment about the lawsuits.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238290956","content_text":"Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an analyst might help keep the streak alive.Tesla stock rose 4.9% Wednesday and 7.4% Thursday after dropping 38% this month coming into Wednesday trading. Shares are up another 7.33%, at $759.63 on Friday. The S&P 500 is up 2.47%, while the Dow Jones Industrial Average is up 1.76%.Credit Suisse analyst Dan Levy might be giving Tesla stock an extra boost to close the week. On Friday, he reiterated his bullish stance on shares. What's more, he didn't cut his price target amid the stock's recent slide.In a report, Levy said the recent fall in Tesla stock is an attractive entry point. He doesn't seem to believe that production problems caused by Covid lockdowns in Shanghai are long-term issues. He maintained his Buy rating and $1,125 price target.The average analyst price target for Tesla stock has gone to about $942 from $1,000 at the start of May. Several analysts have cut target prices because of the Shanghai situation as well as the overall economic environment.Tesla stock, along with shares of General Motors and Ford Motor, are down about 35% year to date on average. Investors are worried that higher interest rates and inflation will slow sales while raising costs.Tesla stock has also been impacted by CEO Elon Musk's potential purchase of Twitter. Whether or not the purchase represents a distraction for Musk is up for debate. But he sold Tesla stock to finance the purchase and originally planned to pledge Tesla stock to raise debt for a portion of the deal financing.On May 24, Musk allowed the margin loan commitment to expire. He likely won't use pledged stock to buy Twitter if a deal happens. That reduces the risk that he will have to sell additional large blocks of Tesla stock down the road, a prospect that investors regarded with alarm. The expiration of the debt commitment is part of what pushed Tesla stock up about 13% over the past few days.There is a lot going on with Tesla stock lately. Twitter investors are suing Musk because his tweets about the deal have resulted in lot of volatility for Twitter shareholders.The lawsuit doesn't seem to be affecting Tesla stock. Tesla and Twitter didn't immediately respond to a request for comment about the lawsuits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062615427,"gmtCreate":1652055762969,"gmtModify":1676535020112,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Some good news pls...[Cool]&nbsp;","listText":"Some good news pls...[Cool]&nbsp;","text":"Some good news pls...[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062615427","repostId":"1147526470","repostType":2,"repost":{"id":"1147526470","pubTimestamp":1652054686,"share":"https://ttm.financial/m/news/1147526470?lang=&edition=fundamental","pubTime":"2022-05-09 08:04","market":"sg","language":"en","title":"Singapore Shares Expected To Open Under Pressure On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1147526470","media":"RTTNews","summary":"The Singapore stock market has finished lower in three straight sessions, sinking almost 65 points o","content":"<html><head></head><body><p>The Singapore stock market has finished lower in three straight sessions, sinking almost 65 points or 2 percent along the way. The Straits Times Index now rests just above the 3,290-point plateau and it&#39;s tipped to open in the red again on Monday.</p><p>The global forecast for the Asian markets is soft on concerns for the global economy and for the outlook for interest rates, with technology stocks particularly likely to slide. The European and U.S. markets were down and the Asian bourses figure to open in similar fashion.</p><p>The STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.</p><p>For the day, the index retreated 51.68 points or 1.55 percent to finish at 3,291.89 after trading between 3,289.92 and 3,305.72. Volume was 1.60 billion shares worth 1.53 billion Singapore dollars. There were 348 decliners and 54 gainers.</p><p>Among the actives, Ascendas REIT eased 0.35 percent, while CapitaLand Integrated Commercial Trust plunged 3.03 percent, CapitaLand Investment fell 0.75 percent, City Developments and Keppel Corp both stumbled 1.59 percent, Dairy Farm International and Thai Beverage both tumbled 2.14 percent, DBS Group retreated 1.58 percent, Genting Singapore slumped 1.24 percent, Hongkong Land tanked 2.28 percent, Mapletree Commercial Trust was down 0.53 percent, Mapletree Industrial Trust lost 0.79 percent, Mapletree Logistics Trust declined 1.71 percent, Oversea-Chinese Banking Corporation plummeted 3.32 percent, SATS dropped 1.11 percent, SembCorp Industries dipped 0.67 percent, Singapore Exchange surrendered 1.94 percent, Singapore Technologies Engineering skidded 1.23 percent, SingTel slid 0.72 percent, United Overseas Bank sank 1.14 percent, Wilmar International shed 0.91 percent, Yangzijiang Financial jumped 2.13 percent and Yangzijiang Shipbuilding and Comfort DelGro were unchanged.</p><p>The lead from Wall Street ends up negative as the major averages spent most of Friday bouncing back and forth across the unchanged line before finally settling in the red.</p><p>The Dow dropped 98.63 points or 0.30 percent to finish at 32,899.37, while the NASDAQ tumbled 173.04 points or 1.40 percent to end at 12,144.66 and the S&amp;P 500 sank 23.53 points or 0.57 percent to close at 4,123.34. For the week, the NASDAQ slumped 1.5 percent and the Dow and the S&amp;P both eased 0.2 percent.</p><p>The lower close on Wall Street followed the closely watched Labor Department report showing stronger than expected job growth in April.</p><p>With the report showing continued strength in the labor market, economists predicted the Federal Reserve will now continue with its plans to raise interest rates sharply over the coming months.</p><p>Worries about the outlook for interest rates may have weighed on Wall Street along with a continued increase in treasury yields.</p><p>Crude oil prices closed higher on Friday, and posted a weekly gain as well, amid worries about supply following the European Union&#39;s decision proposing some of its toughest measures yet against Russia. West Texas Intermediate Crude oil futures for June ended higher by $1.51 or 1.4 percent at $109.77 a barrel. WTI crude futures gained nearly 5 percent in the week.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Shares Expected To Open Under Pressure On Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Shares Expected To Open Under Pressure On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-09 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3282388/singapore-shares-expected-to-open-under-pressure-on-monday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in three straight sessions, sinking almost 65 points or 2 percent along the way. The Straits Times Index now rests just above the 3,290-point plateau and ...</p>\n\n<a href=\"https://www.rttnews.com/3282388/singapore-shares-expected-to-open-under-pressure-on-monday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3282388/singapore-shares-expected-to-open-under-pressure-on-monday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147526470","content_text":"The Singapore stock market has finished lower in three straight sessions, sinking almost 65 points or 2 percent along the way. The Straits Times Index now rests just above the 3,290-point plateau and it's tipped to open in the red again on Monday.The global forecast for the Asian markets is soft on concerns for the global economy and for the outlook for interest rates, with technology stocks particularly likely to slide. The European and U.S. markets were down and the Asian bourses figure to open in similar fashion.The STI finished sharply lower on Friday following losses from the financial shares, property stocks and industrial issues.For the day, the index retreated 51.68 points or 1.55 percent to finish at 3,291.89 after trading between 3,289.92 and 3,305.72. Volume was 1.60 billion shares worth 1.53 billion Singapore dollars. There were 348 decliners and 54 gainers.Among the actives, Ascendas REIT eased 0.35 percent, while CapitaLand Integrated Commercial Trust plunged 3.03 percent, CapitaLand Investment fell 0.75 percent, City Developments and Keppel Corp both stumbled 1.59 percent, Dairy Farm International and Thai Beverage both tumbled 2.14 percent, DBS Group retreated 1.58 percent, Genting Singapore slumped 1.24 percent, Hongkong Land tanked 2.28 percent, Mapletree Commercial Trust was down 0.53 percent, Mapletree Industrial Trust lost 0.79 percent, Mapletree Logistics Trust declined 1.71 percent, Oversea-Chinese Banking Corporation plummeted 3.32 percent, SATS dropped 1.11 percent, SembCorp Industries dipped 0.67 percent, Singapore Exchange surrendered 1.94 percent, Singapore Technologies Engineering skidded 1.23 percent, SingTel slid 0.72 percent, United Overseas Bank sank 1.14 percent, Wilmar International shed 0.91 percent, Yangzijiang Financial jumped 2.13 percent and Yangzijiang Shipbuilding and Comfort DelGro were unchanged.The lead from Wall Street ends up negative as the major averages spent most of Friday bouncing back and forth across the unchanged line before finally settling in the red.The Dow dropped 98.63 points or 0.30 percent to finish at 32,899.37, while the NASDAQ tumbled 173.04 points or 1.40 percent to end at 12,144.66 and the S&P 500 sank 23.53 points or 0.57 percent to close at 4,123.34. For the week, the NASDAQ slumped 1.5 percent and the Dow and the S&P both eased 0.2 percent.The lower close on Wall Street followed the closely watched Labor Department report showing stronger than expected job growth in April.With the report showing continued strength in the labor market, economists predicted the Federal Reserve will now continue with its plans to raise interest rates sharply over the coming months.Worries about the outlook for interest rates may have weighed on Wall Street along with a continued increase in treasury yields.Crude oil prices closed higher on Friday, and posted a weekly gain as well, amid worries about supply following the European Union's decision proposing some of its toughest measures yet against Russia. West Texas Intermediate Crude oil futures for June ended higher by $1.51 or 1.4 percent at $109.77 a barrel. WTI crude futures gained nearly 5 percent in the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062066908,"gmtCreate":1651978129904,"gmtModify":1676535007301,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Will still choose TSLA for my investment.&nbsp;[Happy]&nbsp;","listText":"Will still choose TSLA for my investment.&nbsp;[Happy]&nbsp;","text":"Will still choose TSLA for my investment. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062066908","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</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>Tesla: Overvalued By 85.26% And Not A Technology Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080670936,"gmtCreate":1649890482704,"gmtModify":1676534597443,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"TSLA is good...","listText":"TSLA is good...","text":"TSLA is good...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080670936","repostId":"1165734323","repostType":4,"repost":{"id":"1165734323","pubTimestamp":1649863823,"share":"https://ttm.financial/m/news/1165734323?lang=&edition=fundamental","pubTime":"2022-04-13 23:30","market":"us","language":"en","title":"The Roadster Is Tesla and Elon Musk's New Cash Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=1165734323","media":"TheStreet","summary":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that $Tesla(TSLA)$ dominates the electric-vehicle market.","content":"<html><head></head><body><ul><li>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn&#39;t yet produced.</li></ul><p>There is no doubt that <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> dominates the electric-vehicle market.</p><p>The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia&#39;s invasion of Ukraine, which worsened soaring raw-materials prices like nickel.</p><p>Chief Executive Elon Musk&#39;s group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.</p><p>Meanwhile, <a href=\"https://laohu8.com/S/GM\">GM </a> and <a href=\"https://laohu8.com/S/F\">Ford</a> between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> for its part delivered 1,227 vehicles in the first three months.</p><p>Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.</p><p>Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.</p><p><b>Tesla Has Access to Free Money</b></p><p>Musk&#39;s firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.</p><p>The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.</p><p>But one of the three turns out to be a real cash machine for Tesla. It&#39;s the new Roadster.</p><p>The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.</p><p>For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.</p><p>Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.</p><p>Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.</p><p><img src=\"https://static.tigerbbs.com/2f53bfe9470f792ba3edbe51d808aecb\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><b>A Super Fast and Expensive Sports Car</b></p><p>Now Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.</p><p>&#34;Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,&#34; the carmaker says. &#34;Reservations are not final until the wire transfer payment is received.&#34;</p><p>Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.</p><p>While the first version of the Roadster, which marked Tesla&#39;s debut, was based on the Lotus Elise, this new version has completely new bases.</p><p>Inspired by the brand&#39;s models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.</p><p>In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.</p><p>The Roadster is &#34;the quickest car in the world, with record-setting acceleration, range and performance,&#34; Tesla says.</p><p>The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.</p><p>In terms of recharging, Tesla hasn&#39;t yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.</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>The Roadster Is Tesla and Elon Musk's New Cash Machine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Roadster Is Tesla and Elon Musk's New Cash Machine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The ...</p>\n\n<a href=\"https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165734323","content_text":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia's invasion of Ukraine, which worsened soaring raw-materials prices like nickel.Chief Executive Elon Musk's group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.Meanwhile, GM  and Ford between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival Rivian for its part delivered 1,227 vehicles in the first three months.Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.Tesla Has Access to Free MoneyMusk's firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.But one of the three turns out to be a real cash machine for Tesla. It's the new Roadster.The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.A Super Fast and Expensive Sports CarNow Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.\"Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,\" the carmaker says. \"Reservations are not final until the wire transfer payment is received.\"Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.While the first version of the Roadster, which marked Tesla's debut, was based on the Lotus Elise, this new version has completely new bases.Inspired by the brand's models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.The Roadster is \"the quickest car in the world, with record-setting acceleration, range and performance,\" Tesla says.The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.In terms of recharging, Tesla hasn't yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019445385,"gmtCreate":1648631981446,"gmtModify":1676534368232,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Aapl&nbsp;[Miser]&nbsp;","listText":"Aapl&nbsp;[Miser]&nbsp;","text":"Aapl [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019445385","repostId":"1116605765","repostType":2,"repost":{"id":"1116605765","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1648630693,"share":"https://ttm.financial/m/news/1116605765?lang=&edition=fundamental","pubTime":"2022-03-30 16:58","market":"us","language":"en","title":"Apple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116605765","media":"Benzinga","summary":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a ni","content":"<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</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>Apple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?</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\">\nApple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-30 16:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116605765","content_text":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.Apple Back In The Green: Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.The stock is now up about 4.2% year-to-date.What's Driving The Rally?Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant's key hardware launch events are back-end loaded.This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its \"Peek Performance\" event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.AAPL Price Action: Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037614187,"gmtCreate":1648090325386,"gmtModify":1676534303184,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037614187","repostId":"2221304477","repostType":4,"repost":{"id":"2221304477","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648077274,"share":"https://ttm.financial/m/news/2221304477?lang=&edition=fundamental","pubTime":"2022-03-24 07:14","market":"us","language":"en","title":"US STOCKS-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2221304477","media":"Reuters","summary":"* Adobe falls on lackluster current-quarter forecast* Google to pause ads that exploit, dismiss Russ","content":"<html><head></head><body><p>* <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> falls on lackluster current-quarter forecast</p><p>* Google to pause ads that exploit, dismiss Russia-Ukraine war</p><p>* Indexes: Dow down 1.3%, S&amp;P 500 down 1.2%, Nasdaq down 1.3%</p><p>NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.</p><p>Responding to Western sanctions that have hit Russia&#39;s economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from &#34;unfriendly&#34; countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.</p><p>Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&amp;P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&amp;P 500 sectors were lower on the day.</p><p>&#34;These geopolitical problems are sort of hanging over the market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;The resurgence of oil prices is giving people pause,&#34; he said, adding, &#34;There needs to be a resolution with Russia. That&#39;s going to hold the market back.&#34;</p><p>The day&#39;s decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.</p><p>Among the day&#39;s biggest drags, Adobe Inc&#39;s    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.</p><p>The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&amp;P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.</p><p>Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.</p><p>Last week, the U.S. central bank raised interest rates for the first time since 2018.</p><p>Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.</p><p>GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen&#39;s investment company bought 100,000 shares of the videogame retailer.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries</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\">\nUS STOCKS-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-24 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> falls on lackluster current-quarter forecast</p><p>* Google to pause ads that exploit, dismiss Russia-Ukraine war</p><p>* Indexes: Dow down 1.3%, S&amp;P 500 down 1.2%, Nasdaq down 1.3%</p><p>NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.</p><p>Responding to Western sanctions that have hit Russia&#39;s economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from &#34;unfriendly&#34; countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.</p><p>Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&amp;P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&amp;P 500 sectors were lower on the day.</p><p>&#34;These geopolitical problems are sort of hanging over the market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;The resurgence of oil prices is giving people pause,&#34; he said, adding, &#34;There needs to be a resolution with Russia. That&#39;s going to hold the market back.&#34;</p><p>The day&#39;s decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.</p><p>Among the day&#39;s biggest drags, Adobe Inc&#39;s    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.</p><p>The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&amp;P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.</p><p>Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.</p><p>Last week, the U.S. central bank raised interest rates for the first time since 2018.</p><p>Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.</p><p>GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen&#39;s investment company bought 100,000 shares of the videogame retailer.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)","DOG":"道指反向ETF","BK4525":"远程办公概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4538":"云计算","BK4579":"人工智能","SH":"标普500反向ETF","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","BK4574":"无人驾驶","OEX":"标普100","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","SPY":"标普500ETF","GOOG":"谷歌","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares","BK4548":"巴美列捷福持仓","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4514":"搜索引擎","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","DDM":"道指两倍做多ETF","BK4553":"喜马拉雅资本持仓","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221304477","content_text":"* Adobe falls on lackluster current-quarter forecast* Google to pause ads that exploit, dismiss Russia-Ukraine war* Indexes: Dow down 1.3%, S&P 500 down 1.2%, Nasdaq down 1.3%NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.Responding to Western sanctions that have hit Russia's economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from \"unfriendly\" countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&P 500 sectors were lower on the day.\"These geopolitical problems are sort of hanging over the market,\" said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.\"The resurgence of oil prices is giving people pause,\" he said, adding, \"There needs to be a resolution with Russia. That's going to hold the market back.\"The day's decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.Among the day's biggest drags, Adobe Inc's    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.Last week, the U.S. central bank raised interest rates for the first time since 2018.Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen's investment company bought 100,000 shares of the videogame retailer.Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.The S&P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032813827,"gmtCreate":1647325324568,"gmtModify":1676534216815,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"Tesla&nbsp;[smile]&nbsp;","listText":"Tesla&nbsp;[smile]&nbsp;","text":"Tesla [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032813827","repostId":"2219978847","repostType":4,"repost":{"id":"2219978847","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1647321508,"share":"https://ttm.financial/m/news/2219978847?lang=&edition=fundamental","pubTime":"2022-03-15 13:18","market":"us","language":"en","title":"Tesla Raises China, U.S. Prices for Second Time within a Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2219978847","media":"Reuters","summary":"BEIJING, March 15 (Reuters) - Tesla Inc hiked prices in China and the United States on Tuesday for i","content":"<html><head></head><body><p>BEIJING, March 15 (Reuters) - Tesla Inc hiked prices in China and the United States on Tuesday for its second increase in less than a week, after founder Elon Musk said the U.S. maker of electric cars faced significant inflation pressure.</p><p>The increases come as costs of raw materials surge, worsened by a crisis over Russia&#39;s invasion of Ukraine, with Musk saying on Sunday that the carmaker and rocket company Space X faced the pressure in areas such as raw materials and logistics.</p><p>The company raised prices for all its models in the United States, its website showed. In China, it raised prices of some China-made Model 3 and Model Y products by about 5%, soon after a hike on March 10.</p><p>Tesla declined to comment.</p><p>After the increases in China, the Model Y Long Range vehicle costs 375,900 yuan ($58,952.68), up 18,000 yuan from March 10, when its price went up by 10,000 yuan.</p><p>The price tag of the Model 3 Performance unit was 367,900 yuan after Tuesday&#39;s increase of 18,000 yuan, which followed an increase of 10,000 yuan five days ago.</p><p>($1=6.3763 Chinese yuan renminbi)</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>Tesla Raises China, U.S. Prices for Second Time within a Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Raises China, U.S. Prices for Second Time within a Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-15 13:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BEIJING, March 15 (Reuters) - Tesla Inc hiked prices in China and the United States on Tuesday for its second increase in less than a week, after founder Elon Musk said the U.S. maker of electric cars faced significant inflation pressure.</p><p>The increases come as costs of raw materials surge, worsened by a crisis over Russia&#39;s invasion of Ukraine, with Musk saying on Sunday that the carmaker and rocket company Space X faced the pressure in areas such as raw materials and logistics.</p><p>The company raised prices for all its models in the United States, its website showed. In China, it raised prices of some China-made Model 3 and Model Y products by about 5%, soon after a hike on March 10.</p><p>Tesla declined to comment.</p><p>After the increases in China, the Model Y Long Range vehicle costs 375,900 yuan ($58,952.68), up 18,000 yuan from March 10, when its price went up by 10,000 yuan.</p><p>The price tag of the Model 3 Performance unit was 367,900 yuan after Tuesday&#39;s increase of 18,000 yuan, which followed an increase of 10,000 yuan five days ago.</p><p>($1=6.3763 Chinese yuan renminbi)</p></body></html>\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)","BK4124":"机动车零配件与设备","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4527":"明星科技股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219978847","content_text":"BEIJING, March 15 (Reuters) - Tesla Inc hiked prices in China and the United States on Tuesday for its second increase in less than a week, after founder Elon Musk said the U.S. maker of electric cars faced significant inflation pressure.The increases come as costs of raw materials surge, worsened by a crisis over Russia's invasion of Ukraine, with Musk saying on Sunday that the carmaker and rocket company Space X faced the pressure in areas such as raw materials and logistics.The company raised prices for all its models in the United States, its website showed. In China, it raised prices of some China-made Model 3 and Model Y products by about 5%, soon after a hike on March 10.Tesla declined to comment.After the increases in China, the Model Y Long Range vehicle costs 375,900 yuan ($58,952.68), up 18,000 yuan from March 10, when its price went up by 10,000 yuan.The price tag of the Model 3 Performance unit was 367,900 yuan after Tuesday's increase of 18,000 yuan, which followed an increase of 10,000 yuan five days ago.($1=6.3763 Chinese yuan renminbi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020459646,"gmtCreate":1652675797185,"gmtModify":1676535139572,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"AAPL, my top bet.[Happy]&nbsp;","listText":"AAPL, my top bet.[Happy]&nbsp;","text":"AAPL, my top bet.[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020459646","repostId":"1124488865","repostType":4,"repost":{"id":"1124488865","pubTimestamp":1652674564,"share":"https://ttm.financial/m/news/1124488865?lang=&edition=fundamental","pubTime":"2022-05-16 12:16","market":"us","language":"en","title":"The Top 5 Dow Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1124488865","media":"investorplace","summary":"Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abu","content":"<html><head></head><body><ul><li>Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.</li><li><b>Boeing</b>(<b>BA</b>) – Investors haven’t picked up this reopening play just yet.</li><li><b>Apple</b>(<b>AAPL</b>) – Robust growth and economies of scale could curb its exposure to global supply-chain issues.</li><li><b>Coca-Cola</b>(<b>KO</b>) – Organic sales and consumer staple tailwinds make KO stock an excellent conviction play.</li><li><b>Microsoft</b>(<b>MSFT</b>) – An underappreciated market stronghold and a healthy balance sheet could lead to a MSFT stock recovery.</li><li><b>UnitedHealth</b>(<b>UNH</b>) – This remains an excellent option for investors seeking a risk-off asset with consistent returns.</li></ul><p><img src=\"https://static.tigerbbs.com/f847ccd101cf811b234e57ba9fe19064\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Venturelli Luca / Shutterstock.com</p><p>It seems as though the market’s reverting to pre-pandemic territory. For instance,according to<i>Bloomberg News</i>, a<b>Morgan Stanley</b> report opines that most meme investors have lost all their 2020/21 gains as the market has rotated out of growth stocks. Furthermore, the contractionary economic environment has given rise to dividend and quality stocks, which have outperformed other investment styles over the past year.</p><p>I could easily see this trend continue with retail investors allocating funds into safer securities due to fear of further losses. A classical risk-aversion is the most likely outcome after a stock market sell-off, as investors tend to taxi their money into safe havens during bear markets. I could see the current risk-off narrative persist until a conducive environment for growth and small-cap stocks surfaces.</p><p>A few of the most high-quality stocks have been overlooked, and I believe now is their time to shine; here are five high-quality Dow stocks worth buying.</p><table><tbody><tr><td><b>BA</b></td><td><b>The Boeing Company</b></td><td>$127.20</td></tr><tr><td><b>APPL</b></td><td><b>Apple Inc.</b></td><td>$147.11</td></tr><tr><td><b>KO</b></td><td><b>The Coca-Cola Company</b></td><td>$65.72</td></tr><tr><td><b>MSFT</b></td><td><b>Microsoft Corporation</b></td><td>$261.12</td></tr><tr><td><b>UNH</b></td><td><b>UnitedHealth Group Incorporated</b></td><td>$485.40</td></tr></tbody></table><p></p><hr/><h2>Boeing (BA)<img src=\"https://static.tigerbbs.com/9c62786f29abc4cf2cd2b3ee9e0b7130\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Boeing</b>(NYSE:<b>BA</b>) is a top-tier reopening play that still hasn’t been recognized by the market. I’m not a fan of industrials at the moment. However,airline manufacturersare an exception as their business activities have lagged the sector due to a stagnating transportation industry. The stock’s trading at a one-year relative strength of22.59, presenting a fantastic “buy the dip” opportunity.</p><p>Furthermore, one of Boeing’s largest customers,<b>AerCap</b>(NYSE:<b>AER</b>), believes Boeing will bounce back soon.According to Aengus Kelly who’s the company’s CEO:“Clearly Boeing has got its own issues, but Boeing is a tremendous company that’s helped build the world for the last 100 years and I would never write them off, they still build great airplanes,”</p><p>Lastly, BA stock is undervalued on a normalized basis, with its price-to-sales ratio trading at a discount worth42.06%, suggesting that the stock’s revenue capacity is underestimated.</p><h2>Apple (AAPL)<img src=\"https://static.tigerbbs.com/364a2cb8d2afac18372e4783b1019bd1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>Apple</b>(NASDAQ:<b>AAPL</b>) stock is down by nearly15%since the turn of the year, which is astonishing. This is a company with a market stronghold and34.28%year-over-year operating income growth. Additionally, Apple’s product differentiation strategy and economies of scale (gross margin of43.32%) has allowed it to achieve indefinite profitability. Yet, the market’s bearish on the stock due to global supply chain concerns.</p><p>However, market participants should realize that procurement and 3rd party sourcing is one of Apple’s strong suits, allowing it to curb supply-chain concerns. Additionally, Apple’srestructuring of its services unitto accommodate improved streaming and advertising solutions could add significant value to its long-term prospects.</p><p>APPL stock is undervalued at aPEG ratio of 0.66x, which indicates that the stock’s earnings-per-share growth is outpacing its stock price by 1.52x.</p><h2>Coca-Cola (KO)</h2><p><img src=\"https://static.tigerbbs.com/6e818d0013d94562a1aace9604c77d4d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A former Warren Buffett favorite,<b>Coca-Cola</b>(NYSE:<b>KO</b>) is making significant strides again. Elon Musk even joked thathe’d buy the company after his<b>Twitter</b>(NYSE:<b>TWTR</b>)acquisition, albeit for peculiar reasons.</p><p>Coca-Cola has dazzled with organic sales recently. The company recently beat its first-quarter earnings estimate by6 cents per shareafter itsorganic sales increased by 18%, with a 39% surge in Latin America.</p><p>Chris Carey of<b>Wells Fargo</b>believes theconsumer staples sector will continue to outperformthe broader market as investors ride out macroeconomic headwinds. I agree with Carey; it’s trivial that the current economic environment is conducive for consumer staple stocks as they’re generally defensive plays.</p><p>KO stock exhibits a solid return on equity of45.61% and offers a lucrative dividend at a forward yield of2.75%. This stock is in magnificent shape!</p><h2>Microsoft (MSFT)</h2><p><img src=\"https://static.tigerbbs.com/23700901ba8a46843e963fe38ea62db6\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Microsoft</b>(NASDAQ:<b>MSFT</b>) has fallen below a$2 trillionmarket capitalization with adrawdown of nearly 20% since the start of the year. I just can’t imagine MSFT stock continuing to slide. Microsoft’s diverse range of hardware and software offerings has led to an immaculate26.27% 5-year compound annual growth rate in the company’s operating income.</p><p>Furthermore, Microsoft’s balance sheet is robust, with anAltman Z-score of 8.62, allowing it to provide lucrative residual to its stockholders. Thus, I’m bullish on Microsoft stock as I believe it has the qualities to outperform in a doubtful stock market.</p><h2>UnitedHealth (UNH)<img src=\"https://static.tigerbbs.com/8551d32a9e6af4d13cc460134fc26fab\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p><b>UnitedHealth</b>(NYSE:<b>UNH</b>) stock is probably the ultimate defensive play. I say this because of its exposure to the healthcare sector and its government-granted contracts. Sure, the insurance industry has faced its challenges during the pandemic. However, UnitedHealth has a stronghold in its domain, which is conveyed by its11.36% return-on-invested-capital ratio.</p><p>The company trotted past its first-quarter earnings estimate with a beat of14 cents per share. Behind its success was an 82% medical care ratio, medical reserve development of $290 million, and a days claims payable of 49.1.</p><p>UnitedHealth stock is undervalued relative to its peers. First off, its price-to-sales ratio is trading at a 64.31% discount, and secondly, UNH stock is trading at an enterprise value to sales ratio of only 1.62x. I believe the stock’s far from reaching its cyclical peak and could be a good buy in the current market climate.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 5 Dow Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 5 Dow Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.Boeing(BA) – ...</p>\n\n<a href=\"https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","BA":"波音","KO":"可口可乐","UNH":"联合健康"},"source_url":"https://investorplace.com/2022/05/the-top-5-dow-stocks-to-buy-now-ko-ba-aapl-msft-unh/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124488865","content_text":"Some of the Dow’s constituents possess lucrative buying opportunities as they exhibit quality in abundance. I’ve identified a few household names that could bolster your portfolio.Boeing(BA) – Investors haven’t picked up this reopening play just yet.Apple(AAPL) – Robust growth and economies of scale could curb its exposure to global supply-chain issues.Coca-Cola(KO) – Organic sales and consumer staple tailwinds make KO stock an excellent conviction play.Microsoft(MSFT) – An underappreciated market stronghold and a healthy balance sheet could lead to a MSFT stock recovery.UnitedHealth(UNH) – This remains an excellent option for investors seeking a risk-off asset with consistent returns.Source: Venturelli Luca / Shutterstock.comIt seems as though the market’s reverting to pre-pandemic territory. For instance,according toBloomberg News, aMorgan Stanley report opines that most meme investors have lost all their 2020/21 gains as the market has rotated out of growth stocks. Furthermore, the contractionary economic environment has given rise to dividend and quality stocks, which have outperformed other investment styles over the past year.I could easily see this trend continue with retail investors allocating funds into safer securities due to fear of further losses. A classical risk-aversion is the most likely outcome after a stock market sell-off, as investors tend to taxi their money into safe havens during bear markets. I could see the current risk-off narrative persist until a conducive environment for growth and small-cap stocks surfaces.A few of the most high-quality stocks have been overlooked, and I believe now is their time to shine; here are five high-quality Dow stocks worth buying.BAThe Boeing Company$127.20APPLApple Inc.$147.11KOThe Coca-Cola Company$65.72MSFTMicrosoft Corporation$261.12UNHUnitedHealth Group Incorporated$485.40Boeing (BA)Boeing(NYSE:BA) is a top-tier reopening play that still hasn’t been recognized by the market. I’m not a fan of industrials at the moment. However,airline manufacturersare an exception as their business activities have lagged the sector due to a stagnating transportation industry. The stock’s trading at a one-year relative strength of22.59, presenting a fantastic “buy the dip” opportunity.Furthermore, one of Boeing’s largest customers,AerCap(NYSE:AER), believes Boeing will bounce back soon.According to Aengus Kelly who’s the company’s CEO:“Clearly Boeing has got its own issues, but Boeing is a tremendous company that’s helped build the world for the last 100 years and I would never write them off, they still build great airplanes,”Lastly, BA stock is undervalued on a normalized basis, with its price-to-sales ratio trading at a discount worth42.06%, suggesting that the stock’s revenue capacity is underestimated.Apple (AAPL)Apple(NASDAQ:AAPL) stock is down by nearly15%since the turn of the year, which is astonishing. This is a company with a market stronghold and34.28%year-over-year operating income growth. Additionally, Apple’s product differentiation strategy and economies of scale (gross margin of43.32%) has allowed it to achieve indefinite profitability. Yet, the market’s bearish on the stock due to global supply chain concerns.However, market participants should realize that procurement and 3rd party sourcing is one of Apple’s strong suits, allowing it to curb supply-chain concerns. Additionally, Apple’srestructuring of its services unitto accommodate improved streaming and advertising solutions could add significant value to its long-term prospects.APPL stock is undervalued at aPEG ratio of 0.66x, which indicates that the stock’s earnings-per-share growth is outpacing its stock price by 1.52x.Coca-Cola (KO)A former Warren Buffett favorite,Coca-Cola(NYSE:KO) is making significant strides again. Elon Musk even joked thathe’d buy the company after hisTwitter(NYSE:TWTR)acquisition, albeit for peculiar reasons.Coca-Cola has dazzled with organic sales recently. The company recently beat its first-quarter earnings estimate by6 cents per shareafter itsorganic sales increased by 18%, with a 39% surge in Latin America.Chris Carey ofWells Fargobelieves theconsumer staples sector will continue to outperformthe broader market as investors ride out macroeconomic headwinds. I agree with Carey; it’s trivial that the current economic environment is conducive for consumer staple stocks as they’re generally defensive plays.KO stock exhibits a solid return on equity of45.61% and offers a lucrative dividend at a forward yield of2.75%. This stock is in magnificent shape!Microsoft (MSFT)Microsoft(NASDAQ:MSFT) has fallen below a$2 trillionmarket capitalization with adrawdown of nearly 20% since the start of the year. I just can’t imagine MSFT stock continuing to slide. Microsoft’s diverse range of hardware and software offerings has led to an immaculate26.27% 5-year compound annual growth rate in the company’s operating income.Furthermore, Microsoft’s balance sheet is robust, with anAltman Z-score of 8.62, allowing it to provide lucrative residual to its stockholders. Thus, I’m bullish on Microsoft stock as I believe it has the qualities to outperform in a doubtful stock market.UnitedHealth (UNH)UnitedHealth(NYSE:UNH) stock is probably the ultimate defensive play. I say this because of its exposure to the healthcare sector and its government-granted contracts. Sure, the insurance industry has faced its challenges during the pandemic. However, UnitedHealth has a stronghold in its domain, which is conveyed by its11.36% return-on-invested-capital ratio.The company trotted past its first-quarter earnings estimate with a beat of14 cents per share. Behind its success was an 82% medical care ratio, medical reserve development of $290 million, and a days claims payable of 49.1.UnitedHealth stock is undervalued relative to its peers. First off, its price-to-sales ratio is trading at a 64.31% discount, and secondly, UNH stock is trading at an enterprise value to sales ratio of only 1.62x. I believe the stock’s far from reaching its cyclical peak and could be a good buy in the current market climate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085725570,"gmtCreate":1650768359036,"gmtModify":1676534789502,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085725570","repostId":"2229599011","repostType":4,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086626537,"gmtCreate":1650452136820,"gmtModify":1676534726900,"author":{"id":"4109220700329450","authorId":"4109220700329450","name":"TigerTik","avatar":"https://community-static.tradeup.com/news/df15f8284fdeb544a980016f5e258dfc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109220700329450","idStr":"4109220700329450"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086626537","repostId":"1105569285","repostType":2,"repost":{"id":"1105569285","pubTimestamp":1650468622,"share":"https://ttm.financial/m/news/1105569285?lang=&edition=fundamental","pubTime":"2022-04-20 23:30","market":"us","language":"en","title":"Is The End Near For Musk And Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=1105569285","media":"Seeking Alpha","summary":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ","content":"<html><head></head><body><p>Summary</p><ul><li>Despite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.</li><li>While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.</li><li>The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.</li></ul><p>For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.</p><p><b>End of the Road for Musk</b></p><p>Most investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.</p><p>The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.</p><p>Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.</p><p>We think that moment has come.</p><p><b>Musk Meets His Maker: Twitter</b></p><p>In our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.</p><p>The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.</p><p>As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.</p><p><b>Live by the Stunt, Die by the Stunt</b></p><p>Ultimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.</p><p>Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.</p><p>Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.</p><p><b>Why Haven’t Regulators Done Anything Before Now?</b></p><p>Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.</p><p>Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:</p><ul><li>stock and cryptocurrency manipulation</li><li>false advertising of Full Self Driving (FSD)</li><li>ignoring safety authorities</li><li>neglecting to file documentation on time related to his purchase of Twitter’s shares</li><li>and other claims of dubious veracity</li></ul><p><b>What Will Regulators Do When the Bubble Pops?</b></p><p>Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.</p><p><b>Trouble on the Horizon</b></p><p>All the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.</p><p><b>Incumbents Are Catching Up:</b> Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.</p><p>The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.</p><p>Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start <i>selling</i> <i>cars</i>to make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.</p><p><b>Market Share Losses Continue:</b> Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.</p><p>Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.</p><p><b>Figure 2: Tesla’s Share of the Global EV Sales</b></p><p><img src=\"https://static.tigerbbs.com/bc4dd16dde86e1ab31f85bd8a2af4aee\" tg-width=\"630\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Market Share Since 2019(New Constructs, LLC)</p><p>Sources: New Constructs, LLC, EV-volumes.com and Statista</p><p><b>Slow Start to 2022:</b>Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.</p><p><b>Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV Market</b></p><p>Despite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.</p><p>Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.</p><p>To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.</p><p>Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:</p><ul><li>15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)</li><li>7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])</li><li>21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)</li></ul><p>If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):</p><ul><li>57% for 15 million vehicles</li><li>64% for 17 million vehicles</li><li>83% for 21 million vehicles</li></ul><p>If we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:</p><ul><li>31% for 15 million vehicles</li><li>35% for 17 million vehicles</li><li>45% for 21 million vehicles</li></ul><p><b>Figure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/Share</b></p><p><img src=\"https://static.tigerbbs.com/bad84793f241565c81ebb0d29b01242c\" tg-width=\"630\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied Vehicle Production(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><b>Tesla Must Generate More Profits Than Apple For Investors to Make Money</b></p><p>Below are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.</p><p>Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:</p><ul><li>immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) and</li><li>grow revenue by 32% compounded annually from 2022 to 2030.</li></ul><p>In this scenario, Tesla generates <i>$811 billion</i> in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.</p><p>This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.</p><p><b>TSLA Has 46% Downside If Morgan Stanley Is Right About Sales</b></p><p>If we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:</p><ul><li>NOPAT margin improves to 14% and</li><li>revenue grows 27% compounded annually over the next decade, then</li></ul><p>the stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.</p><p><b>TSLA Has 80%+ Downside Even with 27% Market Share and Realistic Margins</b></p><p>If we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:</p><ul><li>NOPAT margin improves to 9% (equal to Toyota’s TTM margin) and</li><li>revenue grows by consensus estimates from 2022 to 2024 and</li><li>revenue grows 17% a year from 2025 to 2030, then</li></ul><p>the stock is worth just $200/share today – an 80% downside to the current price.</p><p>In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.</p><p>We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.</p><p>Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.</p><p><b>Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/3e43f865637ac4c84e8199df2b05d061\" tg-width=\"630\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>TSLA DCF Implied NOPAT(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p>Each of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.</p><p>An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.</p><p>In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.</p><p><b>Tesla Won’t Be the Only One to Fall</b></p><p>Other meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.</p><p>Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.</p><p>AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.</p><p>Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.</p><p><b>Figure 5: Meme Stock’s Market Cap, Economic Book Value &amp; FCF: TTM</b></p><p><img src=\"https://static.tigerbbs.com/add55782c8e6b0e8a891f84c9ec7421f\" tg-width=\"630\" tg-height=\"119\" referrerpolicy=\"no-referrer\"/></p><p>Meme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)</p><p>Sources: New Constructs, LLC and company filings</p><p><i>This article originally published on April 14, 2022.</i></p><p><i>Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.</i></p><p>[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries</p><p>[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nIs The End Near For Musk And Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4501979-is-the-end-near-for-musk-and-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105569285","content_text":"SummaryDespite recent gains, investors should consider selling Tesla and other meme stocks now, before institutional money bails.While regulators may still be too frightened to hold Musk accountable, a change in public opinion would be far more consequential to Musk and his empire.The hype around Musk’s stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead of Tesla.For years, Elon Musk has used hype to prop up Tesla’s stock. It’s worked so well that other companies have followed his lead. But now, we think the world has seen that the emperor has no clothes. The attempted Twitter (TWTR) takeover is yet another example of Musk bullying his way into what he wants and underscores how his super-star status cannot always convince people to overlook his irreverent, reckless, and potentially illegal behavior. As the recent lawsuit againstMusk shows, he is not completely immune from the consequences of his actions. Despite recent gains, investors should consider selling Tesla (NASDAQ:TSLA) and other meme stocks now, before institutional money bails.End of the Road for MuskMost investors are keenly aware of Musk’s long history of making grand promises that don’t come true – the Roadster, the Semi, the Cybertruck, full-self driving (FSD) etc. – and at times are blatantly unethical, such as tweeting “funding secured” to go private, and pumping Doge coin. But now, we have evidence that he may have acted illegally in the way he reported his purchases of Twitter stock. Given the clear rules about how investors should report large stakes in public companies – like what Musk has in Twitter – this case seems straightforward: Musk broke the rules.The next question is how severely he will be punished. If the past is any guide, regulators will not muster more than a slap on the wrist. The real question is how institutional investors will react to signs Musk has pushed the envelope too far.Institutional investors own Tesla stock more often because they must, given its influence on their performance, than because they see it as a good investment. Any investor with a rigorous process can see the stock is ridiculously overvalued; so, you own it for the “Musk effect”. Accordingly, the institutional investors’ decision to sell Tesla stock will be based on when Musk’s outsized influence begins to wane.We think that moment has come.Musk Meets His Maker: TwitterIn our view, Musk’s repeated rule-breaking behavior has finally gone too far. Details of the case are still emerging, but Musk’s failure to disclose his more than 5% stake in Twitter arguably hurt investors who sold shares after he crossed that ownership threshold. Instead, Musk kept purchasing shares until reaching a 9% stake in Twitter before disclosing his position. The initial class-action lawsuit and the potential for more have finally gotten the attention of investors, if not regulators.The poor reception Twitter’s employees gave the news of Musk’s stake is a very public rejection of his super-star influencer status and provide the first tangible evidence that maybe his star power has limitations. If a hostile takeover prompts a mass exodus of talent, then Musk might end up destroying the company in the process of buying it. That being said, the loudest voices in the company are not necessarily the most valuable.As more people join lawsuits against Musk, and Twitter employees continue to express their mistrust of the company’s largest shareholder, institutional investors may seize this moment to quietly unload their shares of overvalued Tesla stock. Now is the time to sell because the price of the stock to this point has been more a reflection of Musk’s ability to draw an audience than any underlying fundamental value in the company.Live by the Stunt, Die by the StuntUltimately, it appears that as much as Twitter was the launch pad for Musk’s super influence powers, his failure thus far to win the publicity battle could mark the beginning-of-the-end of his super-star status.Musk’s Twitter play, which is another in a long series of distractions, could end poorly for Musk. Instead of addressing Tesla’s issues, Musk appears to be attempting to position himself as a defender of free speech. The risk he faces is that instead of looking like a hero he looks more like a bully running an ego-driven takeover with little regard for the rules. While regulators may still be too frightened to hold Musk accountable (more on this below), a change in public opinion would be far more consequential to Musk and his empire.Tesla’s investors have not been impressed with Musk’s Twitter antics either, as the stock is down 11% since he announced his ownership in the social media giant. Likewise, the “Musk bump” in Twitter shares is likely to fade as investors realize the only value Musk brought was publicity, and not good publicity either. Although Twitter remains a popular platform, it has its own problems and suggestions such as removing a letter from its name can do more harm than good.Why Haven’t Regulators Done Anything Before Now?Tesla’s high stock price has, thus far, kept its CEO well beyond an arm’s length of regulators. Other executives in other times likely would have faced consequences for many of the things Musk has said and done. Today, Tesla’s high stock price indicates investors’ collective belief in Musk’s promises and protects Musk. Regulators don’t want to be accused of causing the company’s stock price to fall, thereby destroying the wealth of many investors and, as a result, footing the cost of defending against numerous shareholder lawsuits.Furthermore, Musk can claim Tesla’s elevated stock price and the wealth it endows is what he needs to fulfill his outlandish promises over time. However, should Tesla’s stock price ever reflect realistic expectations for the company, authorities may feel emboldened to pursue legal or regulatory action against Musk and/or Tesla. Credible claims can be made for several offenses, including:stock and cryptocurrency manipulationfalse advertising of Full Self Driving (FSD)ignoring safety authoritiesneglecting to file documentation on time related to his purchase of Twitter’s sharesand other claims of dubious veracityWhat Will Regulators Do When the Bubble Pops?Musk has positioned himself as a pop-culture icon. Though society loves to build up celebrities, so too does it love tearing them down even more. Once Tesla’s stock price falls from its overly inflated levels, Musk will lose his cover that has protected him from all his unethical and arguably illegal behavior. Regulators are likely to come after Musk with knives out after all the humiliation they had to suffer at his hand.Trouble on the HorizonAll the hype around Musk’s large stake in Twitter and the speculation around his plans for the social media platform takes focus away from the troubles, which are many, ahead for Tesla. Of course, that is likely his goal. Below we discuss the fundamentals of Tesla’s business, which cannot be wished away or made irrelevant with hype.Incumbents Are Catching Up: Tesla’s first-mover advantage has long been cited as reason enough for investors to pile their money into the company. However, that advantage is gone, and in some cases turning into a lag. Ford (F), Rivian (RIVN), and General Motors (GM) aim to produce EV trucks in 2022, but Tesla will be on the sidelines until at least 2023 before launching its Cybertruck.The rising competition from incumbents means the days of Tesla’s rising profitability could be numbered. For starters, 26% of the company’s GAAP earnings in 2021 were from the sale of regulatory credits, not from the underlying economics of making and selling vehicles and other ancillary services.Once incumbents increase production of EVs they will need to purchase fewer credits from Elon. That means Tesla needs to actually start selling carsto make money. The catch-22 is that for the company to sell more cars, it first needs to increase its production capacity. If Tesla’s succeeds in selling more cars capital expenditure and working capital are primed to grow along with sales. Tesla needs to build economies of scale before it can benefit from them.Market Share Losses Continue: Incumbent automakers have entered the EV market with scale and are already taking market share from Tesla. Per Figure 2, Tesla’s share of global EV sales fell from 16% in 2019 to 14% in 2021.Tesla’s share of the U.S. EV market fell from 79% in2020to 70% in2021. With light truck sales comprising more than three out of every four vehicles sold in the U.S. in January 2022, Tesla falling behind in truck EVs means its share of the U.S. market could fall further.Figure 2: Tesla’s Share of the Global EV SalesTSLA Market Share Since 2019(New Constructs, LLC)Sources: New Constructs, LLC, EV-volumes.com and StatistaSlow Start to 2022:Though Teslaforecastedan at least 50% YoY rise in deliveries in 2022, the company is feeling the effects of supply chain problems – just like every other automaker. The company delivered 310,000 vehicles in the quarter, while consensus estimates were for 313,000.Reverse DCF Math: Valuation Implies Tesla Will Own at Least 57% of the Global Passenger EV MarketDespite the increased competition, failure to meet delivery expectations, and diminutive share of the global EV market in 2021, Tesla’s valuation implies the company will own 57% of the global passenger EV market in 2030.Even if Tesla increases the average selling price (ASP) per vehicle to $55K vs. ($49K in 2021), Tesla’s stock price at ~$1,100/share implies the firm will sell 15 million vehicles in 2030 versus ~936k in 2021. That figure represents 57% of the projected base case global EV passenger vehicle market in 2030 and the implied vehicle sales based on a lower ASP looks even more unrealistic.To provide inarguably best-case scenarios for assessing the expectations reflected in Tesla’s stock price, we assume Tesla achieves profit margins 1.5x Toyota Motor Corp (TM) and triples its current auto manufacturing efficiency.Per Figure 3, an $1,100/share price implies that, in 2030, Tesla will sell the following number of vehicles based on these ASP benchmarks:15 million vehicles – ASP of $55K (above average U.S. new car price of $47K in 2021)7 million vehicles – ASP of $49K (equal to Tesla’s 2021 ASP[1])21 million vehicles – ASP of $38K (equal to General Motors’ ASP[2] of $38K in 2021)If Tesla achieves those EV sales, the implied market share for the company would be the following (assuming global passenger EV sales reach 26 million in 2030, the base case projection from the IEA):57% for 15 million vehicles64% for 17 million vehicles83% for 21 million vehiclesIf we assume the IEA’s best case for global passenger EV sales in 2030, 47 million vehicles, the above vehicle sales represent:31% for 15 million vehicles35% for 17 million vehicles45% for 21 million vehiclesFigure 3: Tesla’s Implied Vehicle Sales in 2030 to Justify $1,100/ShareTSLA DCF Implied Vehicle Production(New Constructs, LLC)Sources: New Constructs, LLC and company filingsTesla Must Generate More Profits Than Apple For Investors to Make MoneyBelow are the assumptions we use in our reverse discounted cash flow model to calculate the implied production levels above.Bulls should understand what Tesla needs to accomplish to justify ~$1,100/share:immediately achieve a 14% NOPAT margin (1.5x Toyota’s margin, which is the highest of the large-scale automakers we cover), compared to Tesla’s TTM margin of 8%) andgrow revenue by 32% compounded annually from 2022 to 2030.In this scenario, Tesla generates $811 billion in revenue in 2030, which is 116% of the combined revenues of Toyota, Stellantis (STLA), Ford, General Motors, and Honda (HMC) over the past twelve months. Tesla must replace the U.S. auto industry before 2030 to justify current valuations.This scenario also implies Tesla grows net operating profit after-tax (NOPAT) by 2,458% from 2021 to 2030. In this scenario, Tesla generates $112 billion in NOPAT in 2030, or 12% higher than Apple’s (AAPL) TTM NOPAT, which, at $100 billion, is the highest of all companies we cover, and 65% higher than Microsoft (MSFT), the second-highest. Those companies have intertwined themselves in the lives of consumers and businesses around the world, which seems an unlikely feat for Tesla at this point.TSLA Has 46% Downside If Morgan Stanley Is Right About SalesIf we assume Tesla reaches Morgan Stanley’s estimate of selling 8.1 million cars in 2030 (which implies a 31% share of the global passenger EV market in 2030), at an ASP of $55k, the stock is worth just $542/share. Details:NOPAT margin improves to 14% andrevenue grows 27% compounded annually over the next decade, thenthe stock is worth just $547/share today – a 46% downside to the current price. See the math behind this reverse DCF scenario. In this scenario, Tesla grows NOPAT to $62 billion, or nearly 14x its 2021 NOPAT, and just 7% below Alphabet’s (GOOGL) 2021 NOPAT.TSLA Has 80%+ Downside Even with 27% Market Share and Realistic MarginsIf we estimate more reasonable (but still very optimistic) margins and market share achievements for Tesla, the stock is worth just $200/share. Here’s the math:NOPAT margin improves to 9% (equal to Toyota’s TTM margin) andrevenue grows by consensus estimates from 2022 to 2024 andrevenue grows 17% a year from 2025 to 2030, thenthe stock is worth just $200/share today – an 80% downside to the current price.In this scenario, Tesla sells 7 million cars (27% of the global passenger EV market in 2030) at an ASP of $47K (average new car price in U.S. in 2021) and grows NOPAT by 24% compounded annually from 2022 to 2030.We also assume a more realistic NOPAT margin of 9% in this scenario, which is 1.3x higher than Toyota’s industry-leading five-year average NOPAT margin of 7%. Given the required capital requirements to fund manufacturing and match increased competition in the EV market, Tesla is unlikely to achieve and sustain a margin as high as 9% from 2022 to 2030. If Tesla fails to meet these expectations, then the stock is worth less than $200/share.Figure 4 compares the firm’s historical NOPAT to the NOPAT implied in the above scenarios to illustrate just how high the expectations baked into Tesla’s stock price remain. For additional context, we show Toyota’s, General Motors’, and Apple’s TTM NOPAT.Figure 4: Tesla’s Historical and Implied NOPAT: DCF Valuation ScenariosTSLA DCF Implied NOPAT(New Constructs, LLC)Sources: New Constructs, LLC and company filingsEach of the above scenarios assumes Tesla’s invested capital grows 14% compounded annually through 2030. For reference, Tesla’s invested capital grew 49% compounded annually from 2011 to 2021 and 30% compounded annually since 2015.An invested capital CAGR of 14% represents 1/3rdthe CAGR of Tesla’s property, plant, and equipment since 2011 and assumes the company can build future plants and produce cars 3x more efficiently than it has so far.In other words, we aim to provide inarguably best-case scenarios for assessing the expectations for future market share and profits reflected in Tesla’s stock market valuation.Tesla Won’t Be the Only One to FallOther meme stocks have taken pages from the Musk playbook and will likely suffer the same fate we expect Tesla to suffer once the game is up. GameStop (GME) promised to transform itself into an ecommerce powerhouse, yet the company continues to head in the opposite direction and earnings continue to disappoint. GameStop’s Core Earnings fell from -$200 million in fiscal 2021 to -$321 million in fiscal 2022.Despite the company’s inability to quickly execute operational change, GameStop’s stock has remained well above a reasonable valuation thanks in part to announcing the launch of a marketplace for nonfungible tokens (NFTs) and partnerships with blockchain firms.AMC Entertainment Holdings (AMC) has also run several Tesla-esque plays to prop up its stock. Indeed, the company’s CEO recently tweeted that the company is “playing on offense again” with its investment in a microcap gold mine. Before gold mines, the company got on the crypto bandwagon in 2021 by accepting Bitcoin, Ethereum, Bitcoin Cash, and Litecoin.Beyond the repeated attempts at propping up their stocks, the fundamentally weak business models of Tesla, GameStop, and AMC Entertainment in highly competitive industries burn cash and continue to dilute shareholders whenever possible. Per Figure 5, despite combining for more than $1.1 trillion of market cap, Tesla, AMC Entertainment, and GameStop have a combined economic book value, our measure of the no growth value of a stock, of -$52 billion and -$4.3 billion of free cash flow over the past twelve months.Figure 5: Meme Stock’s Market Cap, Economic Book Value & FCF: TTMMeme Stocks Market Cap, Economic Book Value, FCF(New Constructs, LLC)Sources: New Constructs, LLC and company filingsThis article originally published on April 14, 2022.Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, sector, style, or theme.[1] Tesla’s ASP = (total automotive revenues – regulatory credits) / deliveries[2] General Motors’ ASP = Vehicle, parts and accessories / wholesale vehicle sales","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}