blessed_1 personal page - To The Moon

blessed_1

blessed_1

No personal profile

83Follow

48Followers

4Topic

0Badge

04-20

good sharing

@JC888:S&P 500: This Dip to Skip? Hold Your Horses !

01-20

$Advanced Micro Devices(AMD)$ thank you 😊 keep going!

01-08

good sharing. thanks

@nerdbull1669:How I Trade Nvidia Using Relative Volatility Index (RVI) + Another Indicator

2023-12-29

Keep at it. Patience rewards!

2023-12-12

Good or bad news? Does this mean HP is no longer good to hold on?

Berkshire Hathaway Nearly Halves HP Stake to 5.2%

2023-12-07

Thanks for sharing 👍

Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board

2023-10-18

Thanks

BofA Profit Rises on Higher Interest Income, Surprise Investment Banking Gain

2023-05-11

Good

Don't Own Apple Stock? You're Probably Regretting It

2023-04-12

Thanks

Apple Stock: It's Way Worse Than I Thought

2023-04-12

Ok

Amazon: UBS Warns AWS Growth May Dip Below 10%

2023-04-10

Waiting for better price to accumulate more

Nvidia Stock: Too Hot To Touch Now

2023-04-10

Thanks

Pinterest Stock Outlook: Raymond James Sees Upside to $33

2023-04-08

Nice game. Thanks

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-04

Nice

Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know

2023-04-01

Ok

Alphabet Trading At Bargain Prices?

2023-03-09

thanks for sharing

@REIT_TIREMENT:Data Centre Focused REITs Comparison @ 5 March 2023

2023-03-08

Good news finally

Sea Limited Turned on the Money Printer: Time to Buy the Stock?

2023-03-07

Gg

Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital

2023-03-03

THanks for sharing

@Tiger_Earnings:🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…

2023-03-03

Great ariticle, would you like to share it?

@Tiger_Earnings:🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4112410321254552","uuid":"4112410321254552","gmtCreate":1649308518660,"gmtModify":1668056651678,"name":"blessed_1","pinyin":"blessed1blessed1","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hatId":"ca_profile_frame_Mpy1eK","hatName":"","vip":1,"status":2,"fanSize":48,"headSize":83,"tweetSize":1911,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":43,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.25","exceedPercentage":"80.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.13","exceedPercentage":"60.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":16,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":297152232243376,"gmtCreate":1713575618089,"gmtModify":1713575621495,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"good sharing","listText":"good sharing","text":"good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297152232243376","repostId":"296972724580528","repostType":1,"repost":{"id":296972724580528,"gmtCreate":1713531792976,"gmtModify":1713590401911,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"S&P 500: This Dip to Skip? Hold Your Horses !","htmlText":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - <a href=\"https://ttm.financial/S/VALE\">$Vale SA(VALE)$</a>. According to <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> ). Materials ( <a href=\"https://ttm.financial/S/XLB\">$Materials Select Sector SPDR Fund(XLB)$</a> ). Industrials ( <a href=\"https://ttm.financial/S/XLI\">$Industrial Select Sector SPDR Fund(XLI)$</a> ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I did","listText":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - <a href=\"https://ttm.financial/S/VALE\">$Vale SA(VALE)$</a>. According to <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> ). Materials ( <a href=\"https://ttm.financial/S/XLB\">$Materials Select Sector SPDR Fund(XLB)$</a> ). Industrials ( <a href=\"https://ttm.financial/S/XLI\">$Industrial Select Sector SPDR Fund(XLI)$</a> ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I did","text":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - $Vale SA(VALE)$. According to $Morgan Stanley(MS)$, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( $Energy Select Sector SPDR Fund(XLE)$ ). Materials ( $Materials Select Sector SPDR Fund(XLB)$ ). Industrials ( $Industrial Select Sector SPDR Fund(XLI)$ ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I did","images":[{"img":"https://community-static.tradeup.com/news/9cf6561fe81c43fcc786360ec3107ac0","width":"700","height":"189"},{"img":"https://community-static.tradeup.com/news/22155cc0e0838bcc4b459039317873f2","width":"621","height":"128"},{"img":"https://community-static.tradeup.com/news/bb797a96ff5976740c837e8a9ad9bab9","width":"770","height":"118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296972724580528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265081716543672,"gmtCreate":1705741450739,"gmtModify":1705920629364,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> thank you 😊 keep going!","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> thank you 😊 keep going!","text":"$Advanced Micro Devices(AMD)$ thank you 😊 keep going!","images":[{"img":"https://community-static.tradeup.com/news/ef99919b789791f5412ddccd5296374f","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/265081716543672","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":260856554647848,"gmtCreate":1704696046716,"gmtModify":1704696050710,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"good sharing. thanks","listText":"good sharing. thanks","text":"good sharing. thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260856554647848","repostId":"260810930278584","repostType":1,"repost":{"id":260810930278584,"gmtCreate":1704685026855,"gmtModify":1704691971116,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"How I Trade Nvidia Using Relative Volatility Index (RVI) + Another Indicator","htmlText":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","listText":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","text":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","images":[{"img":"https://community-static.tradeup.com/news/d39654b5b5da960df86ba2b65cfa3925","width":"1832","height":"807"},{"img":"https://community-static.tradeup.com/news/4601794efb3fbd5cf2a8fc98bf5b743f","width":"732","height":"274"},{"img":"https://community-static.tradeup.com/news/4a5adb0f8a8005f3bcca7c00a0a71209","width":"1838","height":"812"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260810930278584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257281414365384,"gmtCreate":1703846839961,"gmtModify":1703846844783,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Keep at it. Patience rewards!","listText":"Keep at it. Patience rewards!","text":"Keep at it. Patience rewards!","images":[{"img":"https://community-static.tradeup.com/news/429896c0e90fe5a02b0ddd3c5fc11757","width":"1080","height":"2064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257281414365384","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251301663924320,"gmtCreate":1702390168892,"gmtModify":1702390173781,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good or bad news? Does this mean HP is no longer good to hold on?","listText":"Good or bad news? Does this mean HP is no longer good to hold on?","text":"Good or bad news? Does this mean HP is no longer good to hold on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251301663924320","repostId":"2390124395","repostType":2,"repost":{"id":"2390124395","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":1702359413,"share":"https://ttm.financial/m/news/2390124395?lang=&edition=fundamental","pubTime":"2023-12-12 13:36","market":"us","language":"en","title":"Berkshire Hathaway Nearly Halves HP Stake to 5.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2390124395","media":"Dow Jones","summary":"Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.I","content":"<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.</p><p>In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.</p><p>The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.</p><p>Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.</p><p>When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.</p><p>When Berkshire sharply reduces a once sizable position in a company&#39;s equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.</p><p>HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.</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>Berkshire Hathaway Nearly Halves HP Stake to 5.2%</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\">\nBerkshire Hathaway Nearly Halves HP Stake to 5.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-12-12 13:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett&#39;s Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.</p><p>In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.</p><p>The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.</p><p>Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.</p><p>When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.</p><p>When Berkshire sharply reduces a once sizable position in a company&#39;s equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.</p><p>HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0971096721.USD":"富达环球金融服务 A","HPQ":"惠普","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BRK.A":"伯克希尔","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4092":"石油与天然气钻井","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4170":"电脑硬件、储存设备及电脑周边","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4176":"多领域控股","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390124395","content_text":"Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.When Berkshire sharply reduces a once sizable position in a company's equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249542836404224,"gmtCreate":1701944591253,"gmtModify":1701944595805,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks for sharing 👍&nbsp;","listText":"Thanks for sharing 👍&nbsp;","text":"Thanks for sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249542836404224","repostId":"2389056833","repostType":4,"repost":{"id":"2389056833","pubTimestamp":1701931816,"share":"https://ttm.financial/m/news/2389056833?lang=&edition=fundamental","pubTime":"2023-12-07 14:50","market":"us","language":"en","title":"Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board","url":"https://stock-news.laohu8.com/highlight/detail?id=2389056833","media":"InvestorPlace","summary":"The \"Magnificent 7\" stocks have driven returns for the market in 2023, but they must make space for these exciting technology stocks.","content":"<html><head></head><body><ul style=\"\"><li><p>The following technology stocks are poised to join the leaderboard.</p></li><li><p><strong>Advanced Micro Devices </strong>(<strong>AMD</strong>): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.</p></li><li><p><strong>CrowdStrike </strong>(<strong>CRWD</strong>): A strong earnings report reasserts CrowdStrike’s market dominance.</p></li><li><p><strong>Palantir</strong> (<strong>PLTR</strong>): A new contract with England’s NHS shows how far Palantir’s platform has come.</p></li></ul><p>The “Magnificent 7” stocks, or <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (NASDAQ: <strong><u>META</u></strong>), <strong>Apple</strong> (NASDAQ: <strong><u>AAPL</u></strong>), <strong>Amazon</strong> (NASDAQ: <strong><u>AMZN</u></strong>), <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>), <strong>Microsoft</strong> (NASDAQ: <strong><u>MSFT</u></strong>), <strong>Nvidia</strong> (NASDAQ: <strong><u>NVDA</u></strong>), and <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) have had a great year so far.</p><p>These tech giants are the main reason indices such as the <strong>S&amp;P 500</strong> and the <strong>Nasdaq Composite </strong>rebounded sharply in 2023. While tech stocks largely struggled last year, investors poured back into the sector at the beginning of 2023 with hopes of finding bargains, understanding that mature technology companies would likely weather any macroeconomic uncertainty better than their smaller peers.</p><p>However, the magnificent 7 are likely not to stay seven for long, and several tech stocks are poised to join the leaderboard in due time. Below are three of them.</p><h2 id=\"id_161386589\">Advanced Micro Devices (AMD)</h2><p><strong>Advanced Micro Devices</strong> (NASDAQ: <strong><u>AMD</u></strong>) has become well known for snatching market share away from the likes of <strong>Intel</strong> (NASDAQ: <strong><u>INTC</u></strong>). Still, it is about to enter the artificial intelligence (<strong>AI</strong>) semiconductor chip race that its competitor, Nvidia, has largely dominated.</p><p>In AMD’s second-quarter earnings report released in mid-June, the chipmaker finally announced the MI300x GPU chipset, which will compete directly with Nvidia’s A100 and H100 chips used to train LLMs. the chipmaker announced it expects to sell $2 billion in AI chips next year.</p><p>Overall, in 2023, AMD’s shares have performed inconsistently, with some traders betting on the company’s awaited AI chips while others have begun to worry about the slowing PC markets’ toll on AMD’s revenue growth. Either way, as AMD enters the AI race, its market cap is likely to rise astronomically in the coming years, placing it on the “Magnificent 7” leaderboard.</p><h2 id=\"id_1753912491\">CrowdStrike (CRWD)</h2><p>While <strong>CrowdStrike</strong> (NASDAQ: <strong><u>CRWD</u></strong>) is currently much smaller than AMD in market cap, the cybersecurity firm will likely rise. CrowdStrike is a leading provider of cloud-based endpoint protection and threat intelligence services. The company’s comprehensive platform leverages artificial intelligence, behavioral analytics, and threat intelligence to detect and prevent breaches. CrowdStrike has undoubtedly come a long way and is now, according to IDC, the largest player in the Worldwide Endpoint Security market, even outpacing Microsoft.</p><p>CrowdStrike’s financial results in 2023 have continued to be impressive. In particular, the company reported results for Q3 FY2024, beating analysts’ expectations on both revenue and earnings. The company grew its revenue by 34% year-over-year to $786 million, driven by strong demand for its subscription-based products and services.</p><p>CrowdStrike’s shares have climbed more than 123% YTD, which places the cybersecurity stock at over $56 billion in market cap, and the company could rise further as it continues to dominate the cybersecurity market.</p><h2 id=\"id_2111098937\">Palantir (PLTR)</h2><p>Founders Peter Thiel and Alex Karp formed <strong>Palantir Technologies</strong> (NYSE: <strong><u>PLTR</u></strong>), initially focusing on serving the United States’ defense and intelligence sectors. However, since its inception, the company has expanded its customer base to include various industries such as healthcare, energy, and finance. For example, a few weeks ago, Palantir won a lucrative contract to manage England’s National Health Service data, exemplifying the traction of the platform outside of its original core end markets.</p><p>Palantir’s entrance into AI-enhanced analytics will drive the attractiveness of its platform. Demand for these solutions has already started to pick up, according to the company’s recent earnings report. The company’s “U.S. Commercial business segment” increased revenue figures by 37% year-over-year, driven by demand for Palantir’s Artificial Intelligence Platform.</p><p>While Palantir is not yet worth $100 billion in market capitalization, the company could well be on its way to joining the leaderboard of the largest publicly listed tech companies as its business and user base grow.</p></body></html>","source":"investorplace_stock_picks","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>Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board</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\">\nBeyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The following technology stocks are poised to join the leaderboard.Advanced Micro Devices (AMD): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.CrowdStrike (CRWD): A strong ...</p>\n\n<a href=\"https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4554":"元宇宙及AR概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0079474960.USD":"联博美国增长基金A","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","AMD":"美国超微公司","PLTR":"Palantir Technologies Inc.","BK4547":"WSB热门概念","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4549":"软银资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389056833","content_text":"The following technology stocks are poised to join the leaderboard.Advanced Micro Devices (AMD): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.CrowdStrike (CRWD): A strong earnings report reasserts CrowdStrike’s market dominance.Palantir (PLTR): A new contract with England’s NHS shows how far Palantir’s platform has come.The “Magnificent 7” stocks, or Meta Platforms (NASDAQ: META), Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), and Tesla (NASDAQ: TSLA) have had a great year so far.These tech giants are the main reason indices such as the S&P 500 and the Nasdaq Composite rebounded sharply in 2023. While tech stocks largely struggled last year, investors poured back into the sector at the beginning of 2023 with hopes of finding bargains, understanding that mature technology companies would likely weather any macroeconomic uncertainty better than their smaller peers.However, the magnificent 7 are likely not to stay seven for long, and several tech stocks are poised to join the leaderboard in due time. Below are three of them.Advanced Micro Devices (AMD)Advanced Micro Devices (NASDAQ: AMD) has become well known for snatching market share away from the likes of Intel (NASDAQ: INTC). Still, it is about to enter the artificial intelligence (AI) semiconductor chip race that its competitor, Nvidia, has largely dominated.In AMD’s second-quarter earnings report released in mid-June, the chipmaker finally announced the MI300x GPU chipset, which will compete directly with Nvidia’s A100 and H100 chips used to train LLMs. the chipmaker announced it expects to sell $2 billion in AI chips next year.Overall, in 2023, AMD’s shares have performed inconsistently, with some traders betting on the company’s awaited AI chips while others have begun to worry about the slowing PC markets’ toll on AMD’s revenue growth. Either way, as AMD enters the AI race, its market cap is likely to rise astronomically in the coming years, placing it on the “Magnificent 7” leaderboard.CrowdStrike (CRWD)While CrowdStrike (NASDAQ: CRWD) is currently much smaller than AMD in market cap, the cybersecurity firm will likely rise. CrowdStrike is a leading provider of cloud-based endpoint protection and threat intelligence services. The company’s comprehensive platform leverages artificial intelligence, behavioral analytics, and threat intelligence to detect and prevent breaches. CrowdStrike has undoubtedly come a long way and is now, according to IDC, the largest player in the Worldwide Endpoint Security market, even outpacing Microsoft.CrowdStrike’s financial results in 2023 have continued to be impressive. In particular, the company reported results for Q3 FY2024, beating analysts’ expectations on both revenue and earnings. The company grew its revenue by 34% year-over-year to $786 million, driven by strong demand for its subscription-based products and services.CrowdStrike’s shares have climbed more than 123% YTD, which places the cybersecurity stock at over $56 billion in market cap, and the company could rise further as it continues to dominate the cybersecurity market.Palantir (PLTR)Founders Peter Thiel and Alex Karp formed Palantir Technologies (NYSE: PLTR), initially focusing on serving the United States’ defense and intelligence sectors. However, since its inception, the company has expanded its customer base to include various industries such as healthcare, energy, and finance. For example, a few weeks ago, Palantir won a lucrative contract to manage England’s National Health Service data, exemplifying the traction of the platform outside of its original core end markets.Palantir’s entrance into AI-enhanced analytics will drive the attractiveness of its platform. Demand for these solutions has already started to pick up, according to the company’s recent earnings report. The company’s “U.S. Commercial business segment” increased revenue figures by 37% year-over-year, driven by demand for Palantir’s Artificial Intelligence Platform.While Palantir is not yet worth $100 billion in market capitalization, the company could well be on its way to joining the leaderboard of the largest publicly listed tech companies as its business and user base grow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231759686955136,"gmtCreate":1697591010019,"gmtModify":1697591014256,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231759686955136","repostId":"1169264768","repostType":2,"repost":{"id":"1169264768","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":1697539649,"share":"https://ttm.financial/m/news/1169264768?lang=&edition=fundamental","pubTime":"2023-10-17 18:47","market":"us","language":"en","title":"BofA Profit Rises on Higher Interest Income, Surprise Investment Banking Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1169264768","media":"Reuters","summary":"Bank of America press release : Q3 GAAP EPS of $0.90 beats by $0.08.Revenue of $25.2B  beats by $130M.Net interest income  up $614 million, or 4%, to $14.4 billion  , driven primarily by benefits from higher interest rates and loan growth – Noninterest income of $10.8 billion increased $51 million, as higher sales and trading revenue and asset management fees more than offset lower other income.Provision for credit losses of $1.2 billion increased $336 million – Net reserve build of $303 million","content":"<html><head></head><body><p style=\"text-align: start;\">Oct 17 (Reuters) - Bank of America&#39;s profit rose in the third quarter as it joined rivals in earning more from interest payments by its customers, while investment banking and trading fared better than expected.</p><p style=\"text-align: start;\">The second-largest U.S. bank on Tuesday posted net income of $7.27 billion, or 91 cents per share, in the three months ended Sept. 30. It rose from $6.58 billion, or 81 cents per share, a year earlier.</p><p>BofA&#39;s investment banking and trading units managed to outperform Wall Street expectations as they reported higher revenue, bucking an industry-wide slump.</p><p style=\"text-align: start;\">Meanwhile, lenders have seen their interest income swell as they had more room to charge customers higher rates on loans after the Federal Reserve raised borrowing costs in its fight against inflation.</p><p style=\"text-align: start;\">Bank of America&#39;s net interest income (NII) rose 4% in the third quarter to $14.4 billion.</p><p>Lending giants JPMorgan Chase, Citigroup and Wells Fargo also reported a surge in NII on Friday and raised their forecasts for the key metric.</p><p style=\"text-align: start;\">Interest income across the sector has also been supported by Americans who have healthy household finances and continue to spend money using their credit cards despite a looming economic slowdown.</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>BofA Profit Rises on Higher Interest Income, Surprise Investment Banking Gain</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\">\nBofA Profit Rises on Higher Interest Income, Surprise Investment Banking Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-17 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Oct 17 (Reuters) - Bank of America&#39;s profit rose in the third quarter as it joined rivals in earning more from interest payments by its customers, while investment banking and trading fared better than expected.</p><p style=\"text-align: start;\">The second-largest U.S. bank on Tuesday posted net income of $7.27 billion, or 91 cents per share, in the three months ended Sept. 30. It rose from $6.58 billion, or 81 cents per share, a year earlier.</p><p>BofA&#39;s investment banking and trading units managed to outperform Wall Street expectations as they reported higher revenue, bucking an industry-wide slump.</p><p style=\"text-align: start;\">Meanwhile, lenders have seen their interest income swell as they had more room to charge customers higher rates on loans after the Federal Reserve raised borrowing costs in its fight against inflation.</p><p style=\"text-align: start;\">Bank of America&#39;s net interest income (NII) rose 4% in the third quarter to $14.4 billion.</p><p>Lending giants JPMorgan Chase, Citigroup and Wells Fargo also reported a surge in NII on Friday and raised their forecasts for the key metric.</p><p style=\"text-align: start;\">Interest income across the sector has also been supported by Americans who have healthy household finances and continue to spend money using their credit cards despite a looming economic slowdown.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://seekingalpha.com/news/4021016-bank-of-america-gaap-eps-of-0_90-beats-0_08-revenue-of-25_2b-beats-130m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169264768","content_text":"Oct 17 (Reuters) - Bank of America's profit rose in the third quarter as it joined rivals in earning more from interest payments by its customers, while investment banking and trading fared better than expected.The second-largest U.S. bank on Tuesday posted net income of $7.27 billion, or 91 cents per share, in the three months ended Sept. 30. It rose from $6.58 billion, or 81 cents per share, a year earlier.BofA's investment banking and trading units managed to outperform Wall Street expectations as they reported higher revenue, bucking an industry-wide slump.Meanwhile, lenders have seen their interest income swell as they had more room to charge customers higher rates on loans after the Federal Reserve raised borrowing costs in its fight against inflation.Bank of America's net interest income (NII) rose 4% in the third quarter to $14.4 billion.Lending giants JPMorgan Chase, Citigroup and Wells Fargo also reported a surge in NII on Friday and raised their forecasts for the key metric.Interest income across the sector has also been supported by Americans who have healthy household finances and continue to spend money using their credit cards despite a looming economic slowdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970938702,"gmtCreate":1683799090106,"gmtModify":1683799094506,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970938702","repostId":"2334762755","repostType":4,"repost":{"id":"2334762755","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":1683786987,"share":"https://ttm.financial/m/news/2334762755?lang=&edition=fundamental","pubTime":"2023-05-11 14:36","market":"us","language":"en","title":"Don't Own Apple Stock? You're Probably Regretting It","url":"https://stock-news.laohu8.com/highlight/detail?id=2334762755","media":"Dow Jones","summary":"Big tech has played the biggest part in the market's rally this year. Yet it isn't an entirely new p","content":"<html><head></head><body><p>Big tech has played the biggest part in the market&#39;s rally this year. Yet it isn&#39;t an entirely new phenomenon -- just look at Apple stock over the past half-decade.</p><p>Much has been made about how just a small number of megacap tech companies have been the driving force behind 2023&#39;s rally, even as many other stocks lag behind. Apple (ticker: AAPL) has surged more than 33% since the start of the year, crushing both the S&amp;P 500 and the tech-heavy Nasdaq Composite&#39;s returns, and making it the second-best performing FAANG stock behind Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> <a href=\"https://laohu8.com/S/META\">$(META)$</a>.</p><p>It isn&#39;t a new story: Before tech stocks&#39; rout in 2022&#39;s bear market, the FAANG+M cohort -- a shorthand way to refer to tech giants Meta, Apple, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Google parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> -- had enjoyed a long run of massive gains.</p><p>Managers with relatively low exposure to such tech heavyweights might be kicking themselves right about now. In fact, the outsize influence of tech companies on active mutual funds&#39; returns over the past several years is especially evident from looking at a single variable: Whether or not these funds have owned Apple stock.</p><p>In a note to clients Wednesday, Wells Fargo analyst Christopher Harvey points out a &#34;recurring theme&#34; -- that a lack of just Apple in a portfolio has been enough to fuel manager underperformance. The note is part of his ongoing series examining active managers&#39; returns.</p><p>Harvey&#39;s data point to a particularly hefty contribution by Apple year to date: With Apple, the S&amp;P 500&#39;s total return stands at 8%, compared with 6.2% when excluding it. The iPhone makers&#39; impact is clearly visible going farther back as well.</p><p>Apple has accounted for more than one-tenth of the S&amp;P 500&#39;s total return since 2018, Harvey says. Since the last day of 2017, the S&amp;P 500&#39;s total return has been 69.3%, while Apple&#39;s has been 329.1%. Stripping out Apple, the index&#39;s return over that period is lowered to 59%.</p><p>Harvey uses this data to show that tech more broadly has become too make-or-break for active portfolios.</p><p>&#34;A reluctance to embrace uber-caps remains too big a hurdle,&#34; causing large-cap managers to lag behind the broader market in 2023, Harvey writes.</p><p>While some other big tech players&#39; rallies seem to hang on relatively modest fundamentals, Apple just reported a much better-than-expected quarter, bolstered by iPhone sales. It marks the latest in a string of examples as to why the investment case for the stock still stands.</p><p>Money managers who have bet against it this year -- and in the past -- keep learning the hard way.</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>Don't Own Apple Stock? You're Probably Regretting It</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\">\nDon't Own Apple Stock? You're Probably Regretting It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-11 14:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big tech has played the biggest part in the market&#39;s rally this year. Yet it isn&#39;t an entirely new phenomenon -- just look at Apple stock over the past half-decade.</p><p>Much has been made about how just a small number of megacap tech companies have been the driving force behind 2023&#39;s rally, even as many other stocks lag behind. Apple (ticker: AAPL) has surged more than 33% since the start of the year, crushing both the S&amp;P 500 and the tech-heavy Nasdaq Composite&#39;s returns, and making it the second-best performing FAANG stock behind Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> <a href=\"https://laohu8.com/S/META\">$(META)$</a>.</p><p>It isn&#39;t a new story: Before tech stocks&#39; rout in 2022&#39;s bear market, the FAANG+M cohort -- a shorthand way to refer to tech giants Meta, Apple, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Google parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> -- had enjoyed a long run of massive gains.</p><p>Managers with relatively low exposure to such tech heavyweights might be kicking themselves right about now. In fact, the outsize influence of tech companies on active mutual funds&#39; returns over the past several years is especially evident from looking at a single variable: Whether or not these funds have owned Apple stock.</p><p>In a note to clients Wednesday, Wells Fargo analyst Christopher Harvey points out a &#34;recurring theme&#34; -- that a lack of just Apple in a portfolio has been enough to fuel manager underperformance. The note is part of his ongoing series examining active managers&#39; returns.</p><p>Harvey&#39;s data point to a particularly hefty contribution by Apple year to date: With Apple, the S&amp;P 500&#39;s total return stands at 8%, compared with 6.2% when excluding it. The iPhone makers&#39; impact is clearly visible going farther back as well.</p><p>Apple has accounted for more than one-tenth of the S&amp;P 500&#39;s total return since 2018, Harvey says. Since the last day of 2017, the S&amp;P 500&#39;s total return has been 69.3%, while Apple&#39;s has been 329.1%. Stripping out Apple, the index&#39;s return over that period is lowered to 59%.</p><p>Harvey uses this data to show that tech more broadly has become too make-or-break for active portfolios.</p><p>&#34;A reluctance to embrace uber-caps remains too big a hurdle,&#34; causing large-cap managers to lag behind the broader market in 2023, Harvey writes.</p><p>While some other big tech players&#39; rallies seem to hang on relatively modest fundamentals, Apple just reported a much better-than-expected quarter, bolstered by iPhone sales. It marks the latest in a string of examples as to why the investment case for the stock still stands.</p><p>Money managers who have bet against it this year -- and in the past -- keep learning the hard way.</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":"2334762755","content_text":"Big tech has played the biggest part in the market's rally this year. Yet it isn't an entirely new phenomenon -- just look at Apple stock over the past half-decade.Much has been made about how just a small number of megacap tech companies have been the driving force behind 2023's rally, even as many other stocks lag behind. Apple (ticker: AAPL) has surged more than 33% since the start of the year, crushing both the S&P 500 and the tech-heavy Nasdaq Composite's returns, and making it the second-best performing FAANG stock behind Facebook parent Meta Platforms $(META)$.It isn't a new story: Before tech stocks' rout in 2022's bear market, the FAANG+M cohort -- a shorthand way to refer to tech giants Meta, Apple, Amazon.com $(AMZN)$, Netflix $(NFLX)$, Google parent Alphabet $(GOOGL)$, and Microsoft $(MSFT)$ -- had enjoyed a long run of massive gains.Managers with relatively low exposure to such tech heavyweights might be kicking themselves right about now. In fact, the outsize influence of tech companies on active mutual funds' returns over the past several years is especially evident from looking at a single variable: Whether or not these funds have owned Apple stock.In a note to clients Wednesday, Wells Fargo analyst Christopher Harvey points out a \"recurring theme\" -- that a lack of just Apple in a portfolio has been enough to fuel manager underperformance. The note is part of his ongoing series examining active managers' returns.Harvey's data point to a particularly hefty contribution by Apple year to date: With Apple, the S&P 500's total return stands at 8%, compared with 6.2% when excluding it. The iPhone makers' impact is clearly visible going farther back as well.Apple has accounted for more than one-tenth of the S&P 500's total return since 2018, Harvey says. Since the last day of 2017, the S&P 500's total return has been 69.3%, while Apple's has been 329.1%. Stripping out Apple, the index's return over that period is lowered to 59%.Harvey uses this data to show that tech more broadly has become too make-or-break for active portfolios.\"A reluctance to embrace uber-caps remains too big a hurdle,\" causing large-cap managers to lag behind the broader market in 2023, Harvey writes.While some other big tech players' rallies seem to hang on relatively modest fundamentals, Apple just reported a much better-than-expected quarter, bolstered by iPhone sales. It marks the latest in a string of examples as to why the investment case for the stock still stands.Money managers who have bet against it this year -- and in the past -- keep learning the hard way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942572416,"gmtCreate":1681263218836,"gmtModify":1681263220944,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942572416","repostId":"1129119494","repostType":2,"repost":{"id":"1129119494","pubTimestamp":1681224782,"share":"https://ttm.financial/m/news/1129119494?lang=&edition=fundamental","pubTime":"2023-04-11 22:53","market":"us","language":"en","title":"Apple Stock: It's Way Worse Than I Thought","url":"https://stock-news.laohu8.com/highlight/detail?id=1129119494","media":"Seeking Alpha","summary":"SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I se","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Last time, I called Apple Inc.&#39;s earnings miss based on Samsung&#39;s operating data. Today, I see even more reason to expect Apple&#39;s failure for Q1 2023.</p></li><li><p>Samsung&#39;s Mobile Experience segment operating profit is guided to fall by ~34.5% YoY. Apple&#39;s revenue is projected to fall by just 5.91% YoY in Q1 2023.</p></li><li><p>At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical multiples for years to come.</p></li><li><p>CEO Tim Cook has sold part of his shares for the first time since mid-2021.</p></li><li><p>Based on this analysis, I anticipate that Apple&#39;s stock could decline by 19.5% this year. I&#39;m downgrading Apple Inc. stock to Sell.</p></li></ul><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb2b859c81022666d4118f05f93e6eb\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"563\"/></p><p></p><h2>Introduction</h2><p>I previously published my analysis of how <strong>Apple Inc.</strong> (NASDAQ:AAPL) and its results depend on the results of the company&#39;s largest competitor, Samsung (OTCPK:SSNLF). At that time, on February 1, 2022, I analyzed the Korean company&#39;s report and concluded that Apple will most likely not be able to beat analysts&#39; forecasts and that Apple CEO Tim Cook will likely disappoint investors with his guidance. As time has shown, that&#39;s precisely what happened. And that EPS miss has become the first one in recent years.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/baaff3a44a533af9d9a0b0ae168d7348\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"285\"/></p>It&#39;s been a little over 2 months since then, and all the while I have remained neutral on AAPL. The stock continued to rise - since that publication its total return amounted to 13.4% against the S&amp;P 500 Index (SP500) return of -0.34% as many began to seek a safe haven in mega-cap tech stocks.<p></p><p>At the moment, however, I see no reason to be optimistic - <strong>I can&#39;t even remain neutral anymore.</strong> In this article, I analyze Samsung&#39;s recent report and other key factors that led me to downgrade my previous Neutral rating to Sell. Let&#39;s dive in for more detail.</p><h2>Samsung Sends Apple Investors A Warning Message - Again</h2><p>The world&#39;s largest memory chips maker reported on Friday that its operating profit is going to fall more than 95% YoY to 0.5-0.7 trillion won (~$455 million) in Q1 2023, according to Seeking Alpha News. The last time Samsung’s semiconductor business saw such a loss was in Q1 2009, when the world was recovering from the 2008 financial crisis.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b6112dd2e3ef7d5564a780500ddc35\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"115\"/></p>Samsung has announced it will cut production of memory chip production due to continued weak demand. As South Korea&#39;s largest family-run conglomerate, Samsung contributes to more than 20% of the nation&#39;s GDP, and its economic struggles are worrisome. This is the second consecutive quarter of significant profit decline for Samsung. In Q4 2022, profits fell by nearly 70% due to the conflict in Ukraine and inflation.<p></p><p>On a positive note, Samsung&#39;s smartphone division may have helped mitigate some of the losses, the full extent of which will be elaborated on during the company&#39;s upcoming quarterly earnings call later this month. Samsung&#39;s Mobile Experience segment - the company’s smartphone division - reportedly earned profits of around KRW 3.3 trillion (~$2.5 billion), according to sammobile.com. However, everything is learned by comparison - if we compare this guidance with Q1 FY2022, it turns out that <strong>this positive operating profit is still ~34.55% lower than last year</strong> and ~43% lower than in Q1 2021:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ba25566e840227550e3ed15def35b8b\" alt=\"Samsung&#39;s Q1 2022 results, author&#39;s notes\" title=\"Samsung&#39;s Q1 2022 results, author&#39;s notes\" tg-width=\"640\" tg-height=\"369\"/><span>Samsung&#39;s Q1 2022 results, author&#39;s notes</span></p>Let me remind you that Samsung is Apple&#39;s closest competitor when it comes to smartphone sales, even though this segment accounts for only 34.55% of Samsung&#39;s total revenue [based on Q1 2022 data]. For Apple, the iPhone segment still accounts for about 52% despite all the company&#39;s attempts to diversify into Services in recent years.<p></p><p>In my opinion, there are 2 bad news pieces for Apple in the whole story with Samsung&#39;s Q1 2023 guidance. First, the Korean company&#39;s and its competitors&#39; attempts to cut chip production may point to the realization of a scenario I have long written about in my articles on Apple and other tech stocks - if their products are not a pressing need for consumers, <strong>the elasticity of demand to changes in the real incomes of the population will be quite high</strong>; as a result, smartphone sales will come under severe pressure - there is nothing to change them for if they still work. Especially if there is not much change in functionality. Yes, certain segments of the population are willing to cut corners on other costs just to get a new device - but we are talking about the majority here, not the minority. And the trend in chip production around the world suggests that manufacturers are preparing in advance for the consequences of this very high elasticity:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9089eb1e751853f396101a84c93e967\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"363\"/><span>Bloomberg</span></p><p></p><p>Second, Samsung&#39;s Mobile Experience segment itself shows a sharp decline in operating profit - a bad sign for Apple&#39;s main source of revenue.</p><h2>Apple Stock Valuation: The Earnings Dip Is Not Priced In</h2><p>While Samsung&#39;s Mobile Experience operating profit is expected to decline by up to 34.5% in Q1 2023, Apple stock is pricing in a slight deviation from its long-term EPS growth [-5.91% YoY], which looks like normal seasonality.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c158ad24716ac552811680c2d04b414\" alt=\"Seeking Alpha, author&#39;s notes\" title=\"Seeking Alpha, author&#39;s notes\" tg-width=\"640\" tg-height=\"327\"/><span>Seeking Alpha, author&#39;s notes</span></p><p></p><p>At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical valuation multiples. Below I give an example from a recent report by Bank of America analysts who first estimate the P/E multiple for FY2024 at 26 times and then explain that this is in line with the historical range of 9-34x with the median at 14x - in my opinion, the reader should have a sense of contradiction just from the very description of these assumptions.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b702266026e6c334728af3402f94cbf7\" alt=\"Seeking Alpha, author&#39;s notes\" title=\"Seeking Alpha, author&#39;s notes\" tg-width=\"640\" tg-height=\"251\"/><span>Seeking Alpha, author&#39;s notes</span></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45ed0f1f7f98c902c3421656a80c49c5\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"501\"/><span>Chart</span></p><p></p><p>Data by YCharts</p><p></p><blockquote>Our PO of $168 is based on ~26x our E2024 EPS of $6.30. Our target multiple compares to the long-term historical range of 9-34x (median 14x). We believe a multiple at the higher end of the historical range is justified given a large cash balance and opportunity to diversify into new end markets, increasing mix and diversity of services.Source: BofA&#39;s report as of April 5, 2023 [proprietary source]</blockquote><p><em>How can a year-end target multiple of ~26x be compared to the median of 14x?</em></p><p>I understand that there should be a premium for Apple being the largest tech company in the world with a huge moat and therefore part of the assets of most passive funds. But if we are going to put a premium based also on the large cash balance as BofA says, would not it be fair to also take into account the rate at which those cash piles have been depleted in recent years?</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f103d67be615f199657b3bbab74725fc\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p></p><p>Data by YCharts</p><p></p><p>I agree that Apple deserves a premium for being able to continue diversifying into Services - however, <strong>the current state of affairs in that segment is not the best, either</strong>, according to the same BofA report:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a259b6dface7eeceb6bc22a934d5080\" alt=\"BofA&#39;s report as of April 5, 2023 [proprietary source]\" title=\"BofA&#39;s report as of April 5, 2023 [proprietary source]\" tg-width=\"640\" tg-height=\"411\"/><span>BofA&#39;s report as of April 5, 2023 [proprietary source]</span></p><p></p><p style=\"text-align: left;\"><strong>BofA&#39;s report as of April 5, 2023 [proprietary source]</strong></p><p></p><p>The current situation reminds me of Q1 2022. Back then, a year ago, AAPL&#39;s implied P/E multiple rose to 28.22x while the stock price was around $174/share. The TTM EPS reached $6.15, which was a record high. After that, the multiple dropped to 22.5 by mid-2022, TTM EPS dropped just 10 cents [to $6.05], and the share price dropped to ~$136 [-22%]. I think today the risk of such a scenario repeating itself has risen sharply again - Q1 2023 results are unlikely to please investors, as is Tim Cook&#39;s presumably cautious guidance again.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c4d0f80a5edb8c45bf4229cc68f34a0\" alt=\"Macrotrends.net [author&#39;s notes]\" title=\"Macrotrends.net [author&#39;s notes]\" tg-width=\"640\" tg-height=\"495\"/><span>Macrotrends.net [author&#39;s notes]</span></p><p></p><p>By the way, a few words about Tim Cook - as an indirect confirmation of the high probability of my conclusions are his recent sales. On April 3, the CEO sold over $9 million worth of company stock at prices ranging from $165.41 to $165.845 per share. The last time Mr. Cook sold was in mid-2021. This coincided with another indirect confirmation of my conclusions about the impending multiple contraction due to weaker-than-expected operating results - the weekly chart of AAPL stock shows strong resistance from which a correction of at least ~16% looks quite likely:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2e8039897e007c092a477d345d651fa\" alt=\"TrendSpider Software, author&#39;s notes\" title=\"TrendSpider Software, author&#39;s notes\" tg-width=\"640\" tg-height=\"309\"/><span>TrendSpider Software, author&#39;s notes</span></p><p></p><h2>Your Takeaway</h2><p>Of course, I&#39;m sure that Apple Inc. is very well positioned for the long term. The company&#39;s loyal customer base is known to readily adopt new products and stay within the Apple ecosystem, which contributes to consistent revenue. Apple&#39;s innovative product pipeline, which includes iconic products such as the iPhone, iPad, and Apple Watch, often fuels investor optimism about the company&#39;s potential for breakthrough technologies. Diversifying revenue not only through hardware but also through services such as Apple Music, iCloud, Apple TV + and Apple Arcade helps minimize risk and generate multiple revenue streams. In addition, Apple&#39;s solid balance sheet and still-substantial cash reserves allow it to invest in R&amp;D, M&amp;A, and share buybacks, which has a positive impact on the stock price.</p><p>My revised Sell rating is based solely on tactical positioning, highlighting that the market has not yet adjusted to this information, or is choosing not to, despite common sense. Samsung&#39;s guidance, which proved to be worse than initially anticipated, serves as a reminder that Apple is not impervious to slowing demand and that the company may not always meet high expectations. The path to long-term success inevitably includes setbacks and crises, and it appears we are currently witnessing one of them.</p><p>I project Apple Inc.&#39;s P/E ratio to be around 23x by the end of FY2023, with a full-year EPS of $5.76 - a negative miss of 3.64% compared to the consensus [like in Q4 2022]. Based on this analysis, I anticipate that Apple Inc. stock could decline by 19.5% this year.</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>Apple Stock: It's Way Worse Than I Thought</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: It's Way Worse Than I Thought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I see even more reason to expect Apple's failure for Q1 2023.Samsung's Mobile Experience segment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129119494","content_text":"SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I see even more reason to expect Apple's failure for Q1 2023.Samsung's Mobile Experience segment operating profit is guided to fall by ~34.5% YoY. Apple's revenue is projected to fall by just 5.91% YoY in Q1 2023.At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical multiples for years to come.CEO Tim Cook has sold part of his shares for the first time since mid-2021.Based on this analysis, I anticipate that Apple's stock could decline by 19.5% this year. I'm downgrading Apple Inc. stock to Sell.IntroductionI previously published my analysis of how Apple Inc. (NASDAQ:AAPL) and its results depend on the results of the company's largest competitor, Samsung (OTCPK:SSNLF). At that time, on February 1, 2022, I analyzed the Korean company's report and concluded that Apple will most likely not be able to beat analysts' forecasts and that Apple CEO Tim Cook will likely disappoint investors with his guidance. As time has shown, that's precisely what happened. And that EPS miss has become the first one in recent years.It's been a little over 2 months since then, and all the while I have remained neutral on AAPL. The stock continued to rise - since that publication its total return amounted to 13.4% against the S&P 500 Index (SP500) return of -0.34% as many began to seek a safe haven in mega-cap tech stocks.At the moment, however, I see no reason to be optimistic - I can't even remain neutral anymore. In this article, I analyze Samsung's recent report and other key factors that led me to downgrade my previous Neutral rating to Sell. Let's dive in for more detail.Samsung Sends Apple Investors A Warning Message - AgainThe world's largest memory chips maker reported on Friday that its operating profit is going to fall more than 95% YoY to 0.5-0.7 trillion won (~$455 million) in Q1 2023, according to Seeking Alpha News. The last time Samsung’s semiconductor business saw such a loss was in Q1 2009, when the world was recovering from the 2008 financial crisis.Samsung has announced it will cut production of memory chip production due to continued weak demand. As South Korea's largest family-run conglomerate, Samsung contributes to more than 20% of the nation's GDP, and its economic struggles are worrisome. This is the second consecutive quarter of significant profit decline for Samsung. In Q4 2022, profits fell by nearly 70% due to the conflict in Ukraine and inflation.On a positive note, Samsung's smartphone division may have helped mitigate some of the losses, the full extent of which will be elaborated on during the company's upcoming quarterly earnings call later this month. Samsung's Mobile Experience segment - the company’s smartphone division - reportedly earned profits of around KRW 3.3 trillion (~$2.5 billion), according to sammobile.com. However, everything is learned by comparison - if we compare this guidance with Q1 FY2022, it turns out that this positive operating profit is still ~34.55% lower than last year and ~43% lower than in Q1 2021:Samsung's Q1 2022 results, author's notesLet me remind you that Samsung is Apple's closest competitor when it comes to smartphone sales, even though this segment accounts for only 34.55% of Samsung's total revenue [based on Q1 2022 data]. For Apple, the iPhone segment still accounts for about 52% despite all the company's attempts to diversify into Services in recent years.In my opinion, there are 2 bad news pieces for Apple in the whole story with Samsung's Q1 2023 guidance. First, the Korean company's and its competitors' attempts to cut chip production may point to the realization of a scenario I have long written about in my articles on Apple and other tech stocks - if their products are not a pressing need for consumers, the elasticity of demand to changes in the real incomes of the population will be quite high; as a result, smartphone sales will come under severe pressure - there is nothing to change them for if they still work. Especially if there is not much change in functionality. Yes, certain segments of the population are willing to cut corners on other costs just to get a new device - but we are talking about the majority here, not the minority. And the trend in chip production around the world suggests that manufacturers are preparing in advance for the consequences of this very high elasticity:BloombergSecond, Samsung's Mobile Experience segment itself shows a sharp decline in operating profit - a bad sign for Apple's main source of revenue.Apple Stock Valuation: The Earnings Dip Is Not Priced InWhile Samsung's Mobile Experience operating profit is expected to decline by up to 34.5% in Q1 2023, Apple stock is pricing in a slight deviation from its long-term EPS growth [-5.91% YoY], which looks like normal seasonality.Seeking Alpha, author's notesAt the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical valuation multiples. Below I give an example from a recent report by Bank of America analysts who first estimate the P/E multiple for FY2024 at 26 times and then explain that this is in line with the historical range of 9-34x with the median at 14x - in my opinion, the reader should have a sense of contradiction just from the very description of these assumptions.Seeking Alpha, author's notesChartData by YChartsOur PO of $168 is based on ~26x our E2024 EPS of $6.30. Our target multiple compares to the long-term historical range of 9-34x (median 14x). We believe a multiple at the higher end of the historical range is justified given a large cash balance and opportunity to diversify into new end markets, increasing mix and diversity of services.Source: BofA's report as of April 5, 2023 [proprietary source]How can a year-end target multiple of ~26x be compared to the median of 14x?I understand that there should be a premium for Apple being the largest tech company in the world with a huge moat and therefore part of the assets of most passive funds. But if we are going to put a premium based also on the large cash balance as BofA says, would not it be fair to also take into account the rate at which those cash piles have been depleted in recent years?ChartData by YChartsI agree that Apple deserves a premium for being able to continue diversifying into Services - however, the current state of affairs in that segment is not the best, either, according to the same BofA report:BofA's report as of April 5, 2023 [proprietary source]BofA's report as of April 5, 2023 [proprietary source]The current situation reminds me of Q1 2022. Back then, a year ago, AAPL's implied P/E multiple rose to 28.22x while the stock price was around $174/share. The TTM EPS reached $6.15, which was a record high. After that, the multiple dropped to 22.5 by mid-2022, TTM EPS dropped just 10 cents [to $6.05], and the share price dropped to ~$136 [-22%]. I think today the risk of such a scenario repeating itself has risen sharply again - Q1 2023 results are unlikely to please investors, as is Tim Cook's presumably cautious guidance again.Macrotrends.net [author's notes]By the way, a few words about Tim Cook - as an indirect confirmation of the high probability of my conclusions are his recent sales. On April 3, the CEO sold over $9 million worth of company stock at prices ranging from $165.41 to $165.845 per share. The last time Mr. Cook sold was in mid-2021. This coincided with another indirect confirmation of my conclusions about the impending multiple contraction due to weaker-than-expected operating results - the weekly chart of AAPL stock shows strong resistance from which a correction of at least ~16% looks quite likely:TrendSpider Software, author's notesYour TakeawayOf course, I'm sure that Apple Inc. is very well positioned for the long term. The company's loyal customer base is known to readily adopt new products and stay within the Apple ecosystem, which contributes to consistent revenue. Apple's innovative product pipeline, which includes iconic products such as the iPhone, iPad, and Apple Watch, often fuels investor optimism about the company's potential for breakthrough technologies. Diversifying revenue not only through hardware but also through services such as Apple Music, iCloud, Apple TV + and Apple Arcade helps minimize risk and generate multiple revenue streams. In addition, Apple's solid balance sheet and still-substantial cash reserves allow it to invest in R&D, M&A, and share buybacks, which has a positive impact on the stock price.My revised Sell rating is based solely on tactical positioning, highlighting that the market has not yet adjusted to this information, or is choosing not to, despite common sense. Samsung's guidance, which proved to be worse than initially anticipated, serves as a reminder that Apple is not impervious to slowing demand and that the company may not always meet high expectations. The path to long-term success inevitably includes setbacks and crises, and it appears we are currently witnessing one of them.I project Apple Inc.'s P/E ratio to be around 23x by the end of FY2023, with a full-year EPS of $5.76 - a negative miss of 3.64% compared to the consensus [like in Q4 2022]. Based on this analysis, I anticipate that Apple Inc. stock could decline by 19.5% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942578282,"gmtCreate":1681262644246,"gmtModify":1681262647887,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942578282","repostId":"2326388489","repostType":2,"repost":{"id":"2326388489","pubTimestamp":1681256824,"share":"https://ttm.financial/m/news/2326388489?lang=&edition=fundamental","pubTime":"2023-04-12 07:47","market":"us","language":"en","title":"Amazon: UBS Warns AWS Growth May Dip Below 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2326388489","media":"StreetInsider","summary":"Amazon shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street expectations for cloud growth remain too high for the first quarter.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c8141e48612044d35ad74e287a9877a\" title=\"\" tg-width=\"817\" tg-height=\"631\"/></p><p></p><p></p><p>Amazon, Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL) are expected to report on their Q1 performance later this month.</p><p>“Our checks down-ticked relative to our last round 3 months ago and in our view, Street growth estimates for 2023 are still too high,” Keirstead said in a client note.</p><p>For Amazon particularly, the Street estimates remain way too high. The Street expects AWS growth of 15% in Q1, down from the 20% reported for the fourth quarter. Keirstead projects that AWS likely grew 13% in Q1.</p><p>“This implies the growth rate of industry leader AWS will have gone from 40% in 4Q21 to 13% in 1Q23 in just 5 quarters. We find this a surprising turn of events that far exceeds the pressure we’re witnessing across most other technology sub-sectors. In our view, this is clear evidence of a significant pandemic-fueled cloud demand boost and resulting wasteful spend that is now being eliminated by enterprises and their consulting partners.”</p><p>Moreover, the analyst warns that “most investors believe that these estimates are too high and that AWS revs growth could hit 8-10% in 2Q23.” For Q2, UBS sees AWS growing at 10%.</p><p>“The current sell-side analyst consensus estimate is for AWS revenue growth to level out at ~14% in 4Q23 from 15% in 1Q23, presumably on the basis of easier comparisons and/or a 2H23 demand improvement. In our view, most (at least tech/software) investors have little/no confidence in these estimates and are modeling AWS revs growth to dip to 8-10% in 2Q23 and to be ~10% in 4Q23,” the analyst added.</p><p>Overall, the analyst concludes by saying that the cloud growth is “much worse” than expected and “is unchartered territory for most investors.”</p></body></html>","source":"highlight_streetinsider","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>Amazon: UBS Warns AWS Growth May Dip Below 10%</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\">\nAmazon: UBS Warns AWS Growth May Dip Below 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 07:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21490385><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street expectations for cloud growth remain too high for the first quarter.Amazon, Microsoft (NASDAQ: MSFT...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21490385\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21490385","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326388489","content_text":"Amazon shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street expectations for cloud growth remain too high for the first quarter.Amazon, Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL) are expected to report on their Q1 performance later this month.“Our checks down-ticked relative to our last round 3 months ago and in our view, Street growth estimates for 2023 are still too high,” Keirstead said in a client note.For Amazon particularly, the Street estimates remain way too high. The Street expects AWS growth of 15% in Q1, down from the 20% reported for the fourth quarter. Keirstead projects that AWS likely grew 13% in Q1.“This implies the growth rate of industry leader AWS will have gone from 40% in 4Q21 to 13% in 1Q23 in just 5 quarters. We find this a surprising turn of events that far exceeds the pressure we’re witnessing across most other technology sub-sectors. In our view, this is clear evidence of a significant pandemic-fueled cloud demand boost and resulting wasteful spend that is now being eliminated by enterprises and their consulting partners.”Moreover, the analyst warns that “most investors believe that these estimates are too high and that AWS revs growth could hit 8-10% in 2Q23.” For Q2, UBS sees AWS growing at 10%.“The current sell-side analyst consensus estimate is for AWS revenue growth to level out at ~14% in 4Q23 from 15% in 1Q23, presumably on the basis of easier comparisons and/or a 2H23 demand improvement. In our view, most (at least tech/software) investors have little/no confidence in these estimates and are modeling AWS revs growth to dip to 8-10% in 2Q23 and to be ~10% in 4Q23,” the analyst added.Overall, the analyst concludes by saying that the cloud growth is “much worse” than expected and “is unchartered territory for most investors.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942983727,"gmtCreate":1681103470369,"gmtModify":1681103475950,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Waiting for better price to accumulate more","listText":"Waiting for better price to accumulate more","text":"Waiting for better price to accumulate more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942983727","repostId":"1130164256","repostType":4,"repost":{"id":"1130164256","pubTimestamp":1681086391,"share":"https://ttm.financial/m/news/1130164256?lang=&edition=fundamental","pubTime":"2023-04-10 08:26","market":"us","language":"en","title":"Nvidia Stock: Too Hot To Touch Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1130164256","media":"seekingalpha","summary":"SummaryNVIDIA is bringing more innovations to its market every day than many other tech companies ha","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NVIDIA is bringing more innovations to its market every day than many other tech companies have in recent decades.</p></li><li><p>However, I think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself.</p></li><li><p>The stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors).</p></li><li><p>NVDA&#39;s fair value per share should be $234-257.4, according to my calculations. This suggests a downside of 5 - 13.5% from the closing price.</p></li><li><p>Therefore, I rate the stock as &#34;Hold&#34; and recommend selling call options or waiting for a better entry price.</p></li></ul><h2 style=\"text-align: left;\">Introduction</h2><p style=\"text-align: left;\"><strong>Nvidia Corp.</strong> is a $677-billion market cap firm that specializes in visual computing and has a global presence, is headquartered in Santa Clara, California. It has 2 business segments: Graphics (44.2% of total sales) and Compute &amp; Networking (55.8%), and its primary end-markets include gaming, professional visualization, data center, and automotive.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2bda433aaea45d4470c330fc42c66b1\" alt=\"NVDA&#39;s end-markets [IR materials]\" title=\"NVDA&#39;s end-markets [IR materials]\" tg-width=\"640\" tg-height=\"269\"/><span>NVDA&#39;s end-markets [IR materials]</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Since the beginning of 2023, NVDA stock has gained 84% at the time of writing - the largest gain to date within the structure of the NASDAQ 100 Index:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c82363d5c7335cd0508190328a2ba84\" alt=\"NASDAQ&#39;s Biggest Gainers YTD\" title=\"NASDAQ&#39;s Biggest Gainers YTD\" tg-width=\"640\" tg-height=\"316\"/><span>NASDAQ&#39;s Biggest Gainers YTD</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Given all the hype surrounding the company, I decided not to pass by and try to assess NVIDIA&#39;s medium-term prospects - after such strong YTD growth, does it still make sense to buy NVDA stock at current levels?</p><p style=\"text-align: left;\">Based on the title and my rating, you can already see what conclusion I will come to - at the end of this article you will learn the reasons.</p><h2 style=\"text-align: left;\">NVDA&#39;s Recent Financials And Prospects</h2><p style=\"text-align: left;\">On February 22, 2023, the company reported Q4 GAAP revenue of $6.05 billion, up 2% QoQ, but down 21% year-on-year. The full-year GAAP revenue of $27 billion was flat from the prior year. Despite the revenue decline in Q4 YoY, the company reported growth in its data center segment (+11% YoY), which includes GPU infrastructure for cloud service providers. NVIDIA saw strong sequential growth in hyperscale customer revenue, although the growth was short of expectations due to some cloud service providers pausing to recalibrate their build plans at the end of the year.</p><p style=\"text-align: left;\">According to Colette Kress [EVP &amp; CFO], the adoption of NVIDIA&#39;s new flagship H100 data center GPU is strong, as it is up to 9x faster than the A100 for training and up to 30x faster for inferencing of transformer-based large language models. The company&#39;s expertise in AI algorithms, data processing, and training methods can bring the capabilities of generative AI to enterprises. Generative AI applications will help almost every industry become faster, and NVIDIA looks pretty well-positioned to use the generative AI opportunities more and more companies now talk about.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15cc8a11123bbcd000e58ad12bd5603a\" alt=\"Bloomberg [March1, 2023]\" title=\"Bloomberg [March1, 2023]\" tg-width=\"640\" tg-height=\"455\"/><span>Bloomberg [March1, 2023]</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NVIDIA is engaged with many consumer internet companies, enterprises, and start-ups, which are significant opportunities that will accelerate the growth of the data center. The company is also expanding its software and services, releasing version 3.0 of NVIDIA AI enterprise, with support for more than 50 NVIDIA AI frameworks and pre-trained models. Upcoming offerings include the NeMo and BioNeMo large language model services, which are currently in early access with customers.</p><p style=\"text-align: left;\">As you can see from the infographic at the very beginning of this article, the company has shifted its focus to data centers - since 2019, this segment has grown from 25% to 56% of total revenue. This market is expected to grow at ~15% per year [CAGR] over the next few years, according to Mordor Intelligence. And Nvidia&#39;s dominance in this market continues, with the company showcasing the performance of its new H100 GPU and the recently launched L4, which is replacing the T4 [Source: HPCwire.com]. The company claims that the H100 and L4 are faster and more efficient than previous versions, with up to 54% and over 3x performance gains, respectively.</p><p style=\"text-align: left;\">Despite these positive developments, there are some potential pitfalls for NVIDIA. The company&#39;s total data center sequential revenue decline was driven by lower sales in China, reflecting COVID and other domestic issues. Moreover, the company faces competition from other GPU manufacturers, such as Advanced Micro Devices (AMD) and Intel Corp. (INTC).</p><p style=\"text-align: left;\">Additionally, the company&#39;s dependence on cloud service providers for revenue growth poses a risk, as cloud adoption may slow or shift towards in-house infrastructure for some companies. Google (GOOG) published a research paper saying that its custom fourth-generation Tensor Processing Units (TPUs) are faster and more power-efficient than Nvidia&#39;s A100 chips when training artificial intelligence models. Google&#39;s chips are said to be 1.2-1.7 times faster and up to 1.9 times more power efficient than Nvidia&#39;s chips.</p><p style=\"text-align: left;\">Despite some challenges to NVDA&#39;s future development, the company is bringing more innovations to market every day than many other companies have in recent decades, according to Jim Kelleher, CFA, an analyst at Argus Research [proprietary source].</p><p style=\"text-align: left;\">Argus Research believes that Nvidia stands out in the AI market, not just because it participates in many parts of the industry, but because it offers a unique AI-as-a-service delivered through the cloud. Jim Kelleher has previously suggested that cloud computing would become the primary way for companies to use AI, due to the significant computing and software resources required. All three of Nvidia&#39;s AI foundations announced at GTC 2023 are delivered via DGX Cloud, and the company is partnering with major cloud service providers, such as Microsoft Azure (MSFT), to host Omniverse Cloud. Omniverse Cloud is an AI-based version of Omniverse, which allows companies to design and model human and machine processes in virtual facilities before creating a physical plant.</p><p style=\"text-align: left;\">Due to the versatility of its offerings, NVDA has access to a wide range of markets - the total addressable market [TAM] is estimated at approximately $1 trillion, which should allow the company to grow relatively comfortably in the coming years, even against the backdrop of existing competition in this market.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25fb0c4d96ac811b37157acbfec7a0a0\" alt=\"NVDA&#39;s end-markets&#39; TAM [IR materials]\" title=\"NVDA&#39;s end-markets&#39; TAM [IR materials]\" tg-width=\"640\" tg-height=\"268\"/><span>NVDA&#39;s end-markets&#39; TAM [IR materials]</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">I expect the company to smoothly return to its previous gross margin levels - new projects and expanding relationships with existing customers will allow the company to do so relatively quickly.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3df3ba20245d7a05c50c6f5ed7eddf3\" alt=\"Ycharts, Author&#39;s notes\" title=\"Ycharts, Author&#39;s notes\" tg-width=\"640\" tg-height=\"434\"/><span>Ycharts, Author&#39;s notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">However, NVDA stock&#39;s valuation deserves special attention - <em>to what extent is everything described above priced in by the market, and what is left for newcomers?</em></p><h2 style=\"text-align: left;\">NVIDIA: Valuation and Expectations</h2><p style=\"text-align: left;\">From its local bottom in October 2022, the share has soared by &gt; 140% in less than 6 months - about 29% are still missing to reach the all-time high level:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69ee9ab0945ba8b9c136a6b0b77040ca\" alt=\"TrendSpider Software, author&#39;s notes\" title=\"TrendSpider Software, author&#39;s notes\" tg-width=\"640\" tg-height=\"519\"/><span>TrendSpider Software, author&#39;s notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">At the same time, it is important to understand that we are talking about a fast-growing company whose EPS growth has increased at a CAGR of about 27.9% over the last 9 years.</p><p style=\"text-align: left;\">As the business cycle reaches maturity, growth companies like NVDA should experience multiple contractions - market valuations become less optimistic and P/E and other price ratios start falling year over year, pricing in lower financial growth going forward. This was the case in the 2017-2019 and 2020-2022 periods, and as history shows, not every multiple contraction leads to a decline in share price.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef45e17ce2430bf71ce88f91bdc6ec27\" alt=\"MacroTrends.net, author&#39;s notes\" title=\"MacroTrends.net, author&#39;s notes\" tg-width=\"640\" tg-height=\"513\"/><span>MacroTrends.net, author&#39;s notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">The increase in the P/E ratio in the chart above should not scare you. According to Seeking Alpha, the market currently pricing the company&#39;s EPS growth over the next 6 years at 25%. That&#39;s a pretty generous estimate in my opinion - but implied P/E multiples are expected to drop to 60x by the end of FY2024 and 21.2x by FY2028. However, in the context of long-term median P/E ratios, NVDA&#39;s FY2024 looks quite high in my opinion:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54d6389cb3bb5a559f13bc4d7e5dc692\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"484\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\">Beyond that, I am puzzled by one more thing. In early September 2022, the market was predicting about the same EPS growth rates for the coming years as today (+/-). However, at that time, the forwarding P/E ratio was 40% lower than today. So it seems that NVDA&#39;s recent rally has sucked up all the positive expectations, leaving a little margin of safety for new buyers.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c5a2c8fca169cad818ea8f3b5395355\" alt=\"Seeking Alpha, author&#39;s notes\" title=\"Seeking Alpha, author&#39;s notes\" tg-width=\"640\" tg-height=\"477\"/><span>Seeking Alpha, author&#39;s notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">I think that given the new wave of AI developments, the fair price-to-earnings forwarding ratio should be in the 50-55x range. If the company again beats FY2024 EPS expectations, as it has 100% of the time over the last 8 years - say by 4% (close to average) - then fair value per share should be $234-257.4, according to my calculations. <strong>This suggests a downside of 5 - 13.5% from the closing price</strong> [of April 6, 2023].</p><p style=\"text-align: left;\">Morningstar Premium&#39;s valuation system sees a much deeper downside for NVDA than the worst of my 2 scenarios:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebb3e6fdbe2136269b8e1240349fbac3\" alt=\"Morningstar Premium, NVDA, author&#39;s notes\" title=\"Morningstar Premium, NVDA, author&#39;s notes\" tg-width=\"640\" tg-height=\"305\"/><span>Morningstar Premium, NVDA, author&#39;s notes</span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">Summary Thesis</h2><p style=\"text-align: left;\">I think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself - the stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors in the company). However, the downside I calculated (5-13%) is not deep enough for me to issue a &#34;Sell&#34; rating - there is always the risk that I missed something or did not fully understand the issue of evaluating the company&#39;s prospects (I usually assign a &#34;Sell&#34; rating at an overvaluation of 15% or more). NVIDIA seems to me to be one of the clear market leaders in terms of innovation and coverage for expanding AI solutions on a global scale. Therefore, I rate the stock as &#34;Hold&#34; and recommend selling call options or waiting for a better entry price.</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>Nvidia Stock: Too Hot To Touch 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\">\nNvidia Stock: Too Hot To Touch Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592899-nvidia-stock-too-hot-to-touch-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA is bringing more innovations to its market every day than many other tech companies have in recent decades.However, I think the astronomical rally in NVDA stock that we have seen since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592899-nvidia-stock-too-hot-to-touch-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4592899-nvidia-stock-too-hot-to-touch-now","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130164256","content_text":"SummaryNVIDIA is bringing more innovations to its market every day than many other tech companies have in recent decades.However, I think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself.The stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors).NVDA's fair value per share should be $234-257.4, according to my calculations. This suggests a downside of 5 - 13.5% from the closing price.Therefore, I rate the stock as \"Hold\" and recommend selling call options or waiting for a better entry price.IntroductionNvidia Corp. is a $677-billion market cap firm that specializes in visual computing and has a global presence, is headquartered in Santa Clara, California. It has 2 business segments: Graphics (44.2% of total sales) and Compute & Networking (55.8%), and its primary end-markets include gaming, professional visualization, data center, and automotive.NVDA's end-markets [IR materials]Since the beginning of 2023, NVDA stock has gained 84% at the time of writing - the largest gain to date within the structure of the NASDAQ 100 Index:NASDAQ's Biggest Gainers YTDGiven all the hype surrounding the company, I decided not to pass by and try to assess NVIDIA's medium-term prospects - after such strong YTD growth, does it still make sense to buy NVDA stock at current levels?Based on the title and my rating, you can already see what conclusion I will come to - at the end of this article you will learn the reasons.NVDA's Recent Financials And ProspectsOn February 22, 2023, the company reported Q4 GAAP revenue of $6.05 billion, up 2% QoQ, but down 21% year-on-year. The full-year GAAP revenue of $27 billion was flat from the prior year. Despite the revenue decline in Q4 YoY, the company reported growth in its data center segment (+11% YoY), which includes GPU infrastructure for cloud service providers. NVIDIA saw strong sequential growth in hyperscale customer revenue, although the growth was short of expectations due to some cloud service providers pausing to recalibrate their build plans at the end of the year.According to Colette Kress [EVP & CFO], the adoption of NVIDIA's new flagship H100 data center GPU is strong, as it is up to 9x faster than the A100 for training and up to 30x faster for inferencing of transformer-based large language models. The company's expertise in AI algorithms, data processing, and training methods can bring the capabilities of generative AI to enterprises. Generative AI applications will help almost every industry become faster, and NVIDIA looks pretty well-positioned to use the generative AI opportunities more and more companies now talk about.Bloomberg [March1, 2023]NVIDIA is engaged with many consumer internet companies, enterprises, and start-ups, which are significant opportunities that will accelerate the growth of the data center. The company is also expanding its software and services, releasing version 3.0 of NVIDIA AI enterprise, with support for more than 50 NVIDIA AI frameworks and pre-trained models. Upcoming offerings include the NeMo and BioNeMo large language model services, which are currently in early access with customers.As you can see from the infographic at the very beginning of this article, the company has shifted its focus to data centers - since 2019, this segment has grown from 25% to 56% of total revenue. This market is expected to grow at ~15% per year [CAGR] over the next few years, according to Mordor Intelligence. And Nvidia's dominance in this market continues, with the company showcasing the performance of its new H100 GPU and the recently launched L4, which is replacing the T4 [Source: HPCwire.com]. The company claims that the H100 and L4 are faster and more efficient than previous versions, with up to 54% and over 3x performance gains, respectively.Despite these positive developments, there are some potential pitfalls for NVIDIA. The company's total data center sequential revenue decline was driven by lower sales in China, reflecting COVID and other domestic issues. Moreover, the company faces competition from other GPU manufacturers, such as Advanced Micro Devices (AMD) and Intel Corp. (INTC).Additionally, the company's dependence on cloud service providers for revenue growth poses a risk, as cloud adoption may slow or shift towards in-house infrastructure for some companies. Google (GOOG) published a research paper saying that its custom fourth-generation Tensor Processing Units (TPUs) are faster and more power-efficient than Nvidia's A100 chips when training artificial intelligence models. Google's chips are said to be 1.2-1.7 times faster and up to 1.9 times more power efficient than Nvidia's chips.Despite some challenges to NVDA's future development, the company is bringing more innovations to market every day than many other companies have in recent decades, according to Jim Kelleher, CFA, an analyst at Argus Research [proprietary source].Argus Research believes that Nvidia stands out in the AI market, not just because it participates in many parts of the industry, but because it offers a unique AI-as-a-service delivered through the cloud. Jim Kelleher has previously suggested that cloud computing would become the primary way for companies to use AI, due to the significant computing and software resources required. All three of Nvidia's AI foundations announced at GTC 2023 are delivered via DGX Cloud, and the company is partnering with major cloud service providers, such as Microsoft Azure (MSFT), to host Omniverse Cloud. Omniverse Cloud is an AI-based version of Omniverse, which allows companies to design and model human and machine processes in virtual facilities before creating a physical plant.Due to the versatility of its offerings, NVDA has access to a wide range of markets - the total addressable market [TAM] is estimated at approximately $1 trillion, which should allow the company to grow relatively comfortably in the coming years, even against the backdrop of existing competition in this market.NVDA's end-markets' TAM [IR materials]I expect the company to smoothly return to its previous gross margin levels - new projects and expanding relationships with existing customers will allow the company to do so relatively quickly.Ycharts, Author's notesHowever, NVDA stock's valuation deserves special attention - to what extent is everything described above priced in by the market, and what is left for newcomers?NVIDIA: Valuation and ExpectationsFrom its local bottom in October 2022, the share has soared by > 140% in less than 6 months - about 29% are still missing to reach the all-time high level:TrendSpider Software, author's notesAt the same time, it is important to understand that we are talking about a fast-growing company whose EPS growth has increased at a CAGR of about 27.9% over the last 9 years.As the business cycle reaches maturity, growth companies like NVDA should experience multiple contractions - market valuations become less optimistic and P/E and other price ratios start falling year over year, pricing in lower financial growth going forward. This was the case in the 2017-2019 and 2020-2022 periods, and as history shows, not every multiple contraction leads to a decline in share price.MacroTrends.net, author's notesThe increase in the P/E ratio in the chart above should not scare you. According to Seeking Alpha, the market currently pricing the company's EPS growth over the next 6 years at 25%. That's a pretty generous estimate in my opinion - but implied P/E multiples are expected to drop to 60x by the end of FY2024 and 21.2x by FY2028. However, in the context of long-term median P/E ratios, NVDA's FY2024 looks quite high in my opinion:ChartBeyond that, I am puzzled by one more thing. In early September 2022, the market was predicting about the same EPS growth rates for the coming years as today (+/-). However, at that time, the forwarding P/E ratio was 40% lower than today. So it seems that NVDA's recent rally has sucked up all the positive expectations, leaving a little margin of safety for new buyers.Seeking Alpha, author's notesI think that given the new wave of AI developments, the fair price-to-earnings forwarding ratio should be in the 50-55x range. If the company again beats FY2024 EPS expectations, as it has 100% of the time over the last 8 years - say by 4% (close to average) - then fair value per share should be $234-257.4, according to my calculations. This suggests a downside of 5 - 13.5% from the closing price [of April 6, 2023].Morningstar Premium's valuation system sees a much deeper downside for NVDA than the worst of my 2 scenarios:Morningstar Premium, NVDA, author's notesSummary ThesisI think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself - the stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors in the company). However, the downside I calculated (5-13%) is not deep enough for me to issue a \"Sell\" rating - there is always the risk that I missed something or did not fully understand the issue of evaluating the company's prospects (I usually assign a \"Sell\" rating at an overvaluation of 15% or more). NVIDIA seems to me to be one of the clear market leaders in terms of innovation and coverage for expanding AI solutions on a global scale. Therefore, I rate the stock as \"Hold\" and recommend selling call options or waiting for a better entry price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942983910,"gmtCreate":1681103202331,"gmtModify":1681103206057,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942983910","repostId":"1132600483","repostType":4,"repost":{"id":"1132600483","pubTimestamp":1681093707,"share":"https://ttm.financial/m/news/1132600483?lang=&edition=fundamental","pubTime":"2023-04-10 10:28","market":"us","language":"en","title":"Pinterest Stock Outlook: Raymond James Sees Upside to $33","url":"https://stock-news.laohu8.com/highlight/detail?id=1132600483","media":"Invezz","summary":"Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in","content":"<html><head></head><body><ul><li><p>Raymond James initiates Pinterest Inc with an outperform rating.</p></li><li><p>Analyst Aaron Kessler sees upside in &#34;PINS&#34; to $33 a share.</p></li><li><p>Pinterest stock is already up about 25% versus the start of 2023.</p></li></ul><p><a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> has already gained about 25% this year but a Raymond James analyst is convinced it’s not done pleasing its shareholders just yet.</p><h2 style=\"text-align: start;\">Pinterest stock could climb another 20%</h2><p style=\"text-align: start;\">Aaron Kessler assumed coverage of the social media company on Friday with an outperform rating. His $33 price target suggests another 20% upside from here.</p><p style=\"text-align: start;\">The analyst is bullish on Pinterest stock primarily because he expects the company to steadily grow over the long term. His research note reads:</p><blockquote><em>Pinterest’s unique visual discovery platform and high-intent user base provides an attractive platform for advertisers, [and] we expect steady user growth going forward and increasing engagement metrics.</em></blockquote><p style=\"text-align: start;\">In February, the image sharing platform reported better-than-expected earnings for its fiscal fourth quarter as Invezz reported HERE. Revenue, however, came in shy of estimates.</p><h2 style=\"text-align: start;\">Pinterest can navigate the advertising headwinds</h2><p style=\"text-align: start;\">Pinterest Inc relatively less exposed to the ad privacy headwinds as well. Put together with its high-intent userbase, Kessler expects it to outperform in the midst of a macro slowdown.</p><p style=\"text-align: start;\">With revenue growth, the Raymond James analyst is confident that Pinterest could nearly double its margins from 16% in 2022 to over 30%. He added:</p><blockquote><em>We expect double-digit long-term revenue growth driven by continued product improvements for both Pinner and advertisers, increasing focus on shopping/eCommerce, video, and international.</em></blockquote><p style=\"text-align: start;\">Pinterest stock could also benefit from the company’s commitment to turning leaner and cutting costs. To that end, it announced plans of cutting 150 jobs in February.  </p></body></html>","source":"lsy1655782831344","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>Pinterest Stock Outlook: Raymond James Sees Upside to $33</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\">\nPinterest Stock Outlook: Raymond James Sees Upside to $33\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/><strong>Invezz</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in \"PINS\" to $33 a share.Pinterest stock is already up about 25% versus the start of 2023.Pinterest ...</p>\n\n<a href=\"https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132600483","content_text":"Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in \"PINS\" to $33 a share.Pinterest stock is already up about 25% versus the start of 2023.Pinterest Inc has already gained about 25% this year but a Raymond James analyst is convinced it’s not done pleasing its shareholders just yet.Pinterest stock could climb another 20%Aaron Kessler assumed coverage of the social media company on Friday with an outperform rating. His $33 price target suggests another 20% upside from here.The analyst is bullish on Pinterest stock primarily because he expects the company to steadily grow over the long term. His research note reads:Pinterest’s unique visual discovery platform and high-intent user base provides an attractive platform for advertisers, [and] we expect steady user growth going forward and increasing engagement metrics.In February, the image sharing platform reported better-than-expected earnings for its fiscal fourth quarter as Invezz reported HERE. Revenue, however, came in shy of estimates.Pinterest can navigate the advertising headwindsPinterest Inc relatively less exposed to the ad privacy headwinds as well. Put together with its high-intent userbase, Kessler expects it to outperform in the midst of a macro slowdown.With revenue growth, the Raymond James analyst is confident that Pinterest could nearly double its margins from 16% in 2022 to over 30%. He added:We expect double-digit long-term revenue growth driven by continued product improvements for both Pinner and advertisers, increasing focus on shopping/eCommerce, video, and international.Pinterest stock could also benefit from the company’s commitment to turning leaner and cutting costs. To that end, it announced plans of cutting 150 jobs in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946651453,"gmtCreate":1680952726773,"gmtModify":1680952730863,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Nice game. Thanks&nbsp;","listText":"Nice game. Thanks&nbsp;","text":"Nice game. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946651453","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948902384,"gmtCreate":1680614383549,"gmtModify":1680614387043,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948902384","repostId":"1156109005","repostType":2,"repost":{"id":"1156109005","pubTimestamp":1680597582,"share":"https://ttm.financial/m/news/1156109005?lang=&edition=fundamental","pubTime":"2023-04-04 16:39","market":"us","language":"en","title":"Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1156109005","media":"InvestorPlace","summary":"Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s f","content":"<html><head></head><body><ul><li><p><strong>Alphabet </strong>(<strong><u>GOOG</u></strong>, <strong><u>GOOGL</u></strong>) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.</p></li><li><p>Investors can be reassured that Google has been incorporating AI solutions into its offerings for a considerable time, covering search, advertising, and cloud services.</p></li><li><p>As the generative AI race continues, GOOG stock remains an appealing investment choice currently priced attractively.</p></li></ul><p><strong>Alphabet </strong>(NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>) faced an unusual setback when the stock dropped by over $100 billion following a mishap with its generative AI earlier in the year. Specifically, its Bard chatbot ad provided inaccurate information. Furthermore, analysts criticized the company’s AI search event for lacking details on responding to <strong>Microsoft’s</strong> (NASDAQ: <strong><u>MSFT</u></strong>) ChatGPT challenge in Feb.</p><p style=\"text-align: start;\">Alphabet is in a favorable position, having recently opened Bard to the U.S. and UK public. This development marks a shift from the company’s previous cautious approach. It also shows Alphabet’s efforts to catch up in deploying speculative technologies and capitalize on the momentum in generative AI.</p><p style=\"text-align: start;\">Google’s latest move complements its decade-long efforts in AI-enabled innovations. Despite concerns over market share and margin compression, Google’s current discounted stock price and the value of new opportunities generated from implementing generative AI capabilities outweigh the risks and offer potential for future growth.</p><h2 style=\"text-align: start;\">Alphabet Sees AI as an Opportunity, Not a Threat</h2><p style=\"text-align: start;\">Google’s LaMDA-based chatbot, Bard, debuted in Feb. It is now available to the public in the US and UK as an “early experiment” to gather user feedback. Improvements to Bard and its deployment and monetization are crucial for Google’s search market share and demand for its generative AI capabilities in the cloud. In addition, Google has long integrated AI-enabled solutions into its offerings, including search, advertising, and cloud.</p><p style=\"text-align: start;\">The total addressable market for cloud computing will expand with the increasing demand for generative AI workloads. Google’s introduction of Bard and LaMDA, following Microsoft’s strategy in monetizing OpenAI’s large language models, will attract additional enterprise cloud spending. This will create an incremental revenue stream for GCP and drive demand for adjacent cloud services.</p><h2 style=\"text-align: start;\">Google’s Position Is Still Safe</h2><p style=\"text-align: start;\">OpenAI’s ChatGPT gained over 100 million users in just a few months, leading Google investors to worry about the company’s moat being breached. There are concerns that generative AI could erode Google’s market leadership in the online search market. That will put its core offering at risk.</p><p style=\"text-align: start;\">However, recent data shows that Google’s market share has yet to experience any substantial impact from ChatGPT’s introduction. Additionally, the recent release of Bard and potentially other Google solutions powered by LLMs, such as LaMDA and PaLM, help alleviate concerns regarding significant market share erosion or displacement.</p><p style=\"text-align: start;\">Although generative AI queries are more expensive than traditional queries, Google’s extensive market reach has the potential to provide a scale advantage. Furthermore, GCP’s reputation in the AI/ML community is driven by Google’s in-house developed “Tensor Processing Units.”</p><p style=\"text-align: start;\">Microsoft’s Bing saw a 15% increase in page views and an 800% increase in app downloads in six weeks. However, it remains to be seen if it is a lasting trend. Much depends on whether users believe that AI can improve their search experience. As of Jan. 2023, Google remains the unchallenged leader in the search engine market. It holds a share of approximately 84.69%, while Bing and Yahoo had a market share of 8.85% and 2.59%, respectively, indicating that Google has not experienced a significant decline in its market share.</p><h2 style=\"text-align: start;\">Plenty of Firepower</h2><p style=\"text-align: start;\">Amid the AI race, it is important for investors not to overlook the sheer size and magnitude of Alphabet. In essence, it is an umbrella organization for several smaller units.</p><p style=\"text-align: start;\">In 2022, the company’s revenue streams were diverse. Over $282 billion came from Google search and other services. Network members (Adsense and AdMob) generated $32.78 billion, while $29.2 billion came from YouTube Ads and $26.28 billion from the Cloud. Finally, another $29 billion is from various other sources, such as Google Play, hardware devices, and other services.</p><p style=\"text-align: start;\">Additionally, Alphabet has a division called Other Bets, which comprises several companies working on ambitious projects. These Other Bets are essentially a gamble on the company’s capacity to leverage artificial intelligence to solve complex problems more efficiently than startups. Waymo, Google’s self-driving car company, is perhaps the biggest potential money spinner for the company.</p><p style=\"text-align: start;\">Alphabet has this privilege because of its substantial cash reserves. As of December 2022, Alphabet reported a free cash flow of $16.02 billion. Over the trailing twelve months ending in December 2022, the company’s total free cash flow was $60.01 billion.</p><h2 style=\"text-align: start;\">GOOG Stock Is Attractively Valued</h2><p style=\"text-align: start;\">Conversational AI has the potential to revolutionize the search industry by integrating platforms like Google further into users’ daily lives. However, despite this potential, the market values GOOG stock at near-historic lows.</p><p style=\"text-align: start;\">It is intriguing that prior valuations did not even account for the premium an AI-integrated Google offers potential investors. GOOG’s EV-to-EBITDA range over the past 10 years shows a minimum of 3.5, a median of 16.26, and a maximum of 21.61. The current valuation of 14.22 falls well below the median and maximum. GOOG’s PE ratio range over the past 10 years shows a similar trend, with a minimum of 8.37, a median of 27.13, and a maximum of 66.05, compared to the current ratio of 22.79.</p><p style=\"text-align: start;\">The undervaluation of GOOG stock concerns given the potential of conversational AI to revolutionize the search industry. But investors need to understand a critical fact. Google has dedicated considerable time and resources to AI development. And the recent release of Bard is a testament to the company’s continued leadership in this field. Therefore, we believe that GOOG stock is undervalued and worthy of strong examination by investors.</p><h2 style=\"text-align: start;\">Is GOOG Stock a Buy or Sell?</h2><p style=\"text-align: start;\">Microsoft may have debuted the first mass-market use of generative AI. But Google is a close competitor with deployment-ready services. This presents an opportunity for Google to establish a fresh trajectory of next-generation growth with generative AI monetization strategies. The rapid implementation of Bard will strengthen Google’s advancements in this subfield of AI, while also directing attention toward new growth opportunities.</p><p style=\"text-align: start;\">Despite the promise of generative AI, the GOOG stock is trading at a discount compared to its historical levels. This may be due to prevailing macroeconomic headwinds and investors’ failure to assess potential risks and opportunities accurately. Nevertheless, I maintain a positive outlook on the longer-term prospects of GOOG stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know</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\">\nCan Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 16:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.Investors can be reassured that Google has been incorporating AI ...</p>\n\n<a href=\"https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156109005","content_text":"Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.Investors can be reassured that Google has been incorporating AI solutions into its offerings for a considerable time, covering search, advertising, and cloud services.As the generative AI race continues, GOOG stock remains an appealing investment choice currently priced attractively.Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL) faced an unusual setback when the stock dropped by over $100 billion following a mishap with its generative AI earlier in the year. Specifically, its Bard chatbot ad provided inaccurate information. Furthermore, analysts criticized the company’s AI search event for lacking details on responding to Microsoft’s (NASDAQ: MSFT) ChatGPT challenge in Feb.Alphabet is in a favorable position, having recently opened Bard to the U.S. and UK public. This development marks a shift from the company’s previous cautious approach. It also shows Alphabet’s efforts to catch up in deploying speculative technologies and capitalize on the momentum in generative AI.Google’s latest move complements its decade-long efforts in AI-enabled innovations. Despite concerns over market share and margin compression, Google’s current discounted stock price and the value of new opportunities generated from implementing generative AI capabilities outweigh the risks and offer potential for future growth.Alphabet Sees AI as an Opportunity, Not a ThreatGoogle’s LaMDA-based chatbot, Bard, debuted in Feb. It is now available to the public in the US and UK as an “early experiment” to gather user feedback. Improvements to Bard and its deployment and monetization are crucial for Google’s search market share and demand for its generative AI capabilities in the cloud. In addition, Google has long integrated AI-enabled solutions into its offerings, including search, advertising, and cloud.The total addressable market for cloud computing will expand with the increasing demand for generative AI workloads. Google’s introduction of Bard and LaMDA, following Microsoft’s strategy in monetizing OpenAI’s large language models, will attract additional enterprise cloud spending. This will create an incremental revenue stream for GCP and drive demand for adjacent cloud services.Google’s Position Is Still SafeOpenAI’s ChatGPT gained over 100 million users in just a few months, leading Google investors to worry about the company’s moat being breached. There are concerns that generative AI could erode Google’s market leadership in the online search market. That will put its core offering at risk.However, recent data shows that Google’s market share has yet to experience any substantial impact from ChatGPT’s introduction. Additionally, the recent release of Bard and potentially other Google solutions powered by LLMs, such as LaMDA and PaLM, help alleviate concerns regarding significant market share erosion or displacement.Although generative AI queries are more expensive than traditional queries, Google’s extensive market reach has the potential to provide a scale advantage. Furthermore, GCP’s reputation in the AI/ML community is driven by Google’s in-house developed “Tensor Processing Units.”Microsoft’s Bing saw a 15% increase in page views and an 800% increase in app downloads in six weeks. However, it remains to be seen if it is a lasting trend. Much depends on whether users believe that AI can improve their search experience. As of Jan. 2023, Google remains the unchallenged leader in the search engine market. It holds a share of approximately 84.69%, while Bing and Yahoo had a market share of 8.85% and 2.59%, respectively, indicating that Google has not experienced a significant decline in its market share.Plenty of FirepowerAmid the AI race, it is important for investors not to overlook the sheer size and magnitude of Alphabet. In essence, it is an umbrella organization for several smaller units.In 2022, the company’s revenue streams were diverse. Over $282 billion came from Google search and other services. Network members (Adsense and AdMob) generated $32.78 billion, while $29.2 billion came from YouTube Ads and $26.28 billion from the Cloud. Finally, another $29 billion is from various other sources, such as Google Play, hardware devices, and other services.Additionally, Alphabet has a division called Other Bets, which comprises several companies working on ambitious projects. These Other Bets are essentially a gamble on the company’s capacity to leverage artificial intelligence to solve complex problems more efficiently than startups. Waymo, Google’s self-driving car company, is perhaps the biggest potential money spinner for the company.Alphabet has this privilege because of its substantial cash reserves. As of December 2022, Alphabet reported a free cash flow of $16.02 billion. Over the trailing twelve months ending in December 2022, the company’s total free cash flow was $60.01 billion.GOOG Stock Is Attractively ValuedConversational AI has the potential to revolutionize the search industry by integrating platforms like Google further into users’ daily lives. However, despite this potential, the market values GOOG stock at near-historic lows.It is intriguing that prior valuations did not even account for the premium an AI-integrated Google offers potential investors. GOOG’s EV-to-EBITDA range over the past 10 years shows a minimum of 3.5, a median of 16.26, and a maximum of 21.61. The current valuation of 14.22 falls well below the median and maximum. GOOG’s PE ratio range over the past 10 years shows a similar trend, with a minimum of 8.37, a median of 27.13, and a maximum of 66.05, compared to the current ratio of 22.79.The undervaluation of GOOG stock concerns given the potential of conversational AI to revolutionize the search industry. But investors need to understand a critical fact. Google has dedicated considerable time and resources to AI development. And the recent release of Bard is a testament to the company’s continued leadership in this field. Therefore, we believe that GOOG stock is undervalued and worthy of strong examination by investors.Is GOOG Stock a Buy or Sell?Microsoft may have debuted the first mass-market use of generative AI. But Google is a close competitor with deployment-ready services. This presents an opportunity for Google to establish a fresh trajectory of next-generation growth with generative AI monetization strategies. The rapid implementation of Bard will strengthen Google’s advancements in this subfield of AI, while also directing attention toward new growth opportunities.Despite the promise of generative AI, the GOOG stock is trading at a discount compared to its historical levels. This may be due to prevailing macroeconomic headwinds and investors’ failure to assess potential risks and opportunities accurately. Nevertheless, I maintain a positive outlook on the longer-term prospects of GOOG stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941224444,"gmtCreate":1680308434589,"gmtModify":1680308438141,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941224444","repostId":"1139669018","repostType":2,"repost":{"id":"1139669018","pubTimestamp":1680254888,"share":"https://ttm.financial/m/news/1139669018?lang=&edition=fundamental","pubTime":"2023-03-31 17:28","market":"us","language":"en","title":"Alphabet Trading At Bargain Prices?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139669018","media":"Barchart","summary":"After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessi","content":"<html><head></head><body><p>After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception.  Alphabet is the only one of the five biggest technology companies by market cap priced at a discount to the Nasdaq 100 Stock Index ($IUXX) (QQQ).  In times of economic uncertainty, investors are flocking to megacap technology stocks with strong cash flows and favorable growth prospects.</p><p style=\"text-align: start;\">Shares of Alphabet are up +13% this month, nearly twice the gain of the Nasdaq 100.  This month’s rally is the largest monthly gain in Alphabet in almost two years and has added more than $140 billion of market value to the stock.  Aptus Capital Advisors said, “of the mega caps, Alphabet is the only one that has growth above 10%, that has a valuation that’s palpable, and which has the opportunity for multiple expansion.”</p><p style=\"text-align: start;\">Alphabet trades at about 17 times expected profit over the next 12 months, below the stock’s ten-year average of 20 and below the 24 times expected profit for the Nasdaq 100. Alphabet’s valuation makes it a potential bargain among megacap technology stocks.  Apple (APPL), Microsoft (MSFT), and Nvidia (NVDA) all trade at premiums to their historical averages and to the Nasdaq 100’s valuation.</p><p style=\"text-align: start;\">Last year, Alphabet sank -39% amid a pullback in spending on digital advertising and a broad selloff in technology stocks as interest rates soared after the Federal Reserve embarked on an aggressive rate-hiking campaign to combat inflation.  However, in recent months analysts have been raising their revenue estimates for Alphabet for 2023, and revenue growth is now expected to rebound to 18% from 10% in 2022.</p><p>Alphabet’s initial foray into artificial intelligence (AI) temporarily weighed on the stock last month on concerns about the competency of Bard, Alphabet’s rival to ChatGPT.  However, after granting access to the Bard chatbot, Bloomberg Intelligence said the release of Bard “could help allay fears the company is falling behind Microsoft-ChatAI’s ChatGPT in large language models.”  Also, Winslow Capital said, “the AI story has only just started, and since Alphabet trades at a discount, it is harder to say that Microsoft or Apple have the same upside potential.”</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>Alphabet Trading At Bargain Prices?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Trading At Bargain Prices?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception.  Alphabet is the only one of the five ...</p>\n\n<a href=\"https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139669018","content_text":"After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception.  Alphabet is the only one of the five biggest technology companies by market cap priced at a discount to the Nasdaq 100 Stock Index ($IUXX) (QQQ).  In times of economic uncertainty, investors are flocking to megacap technology stocks with strong cash flows and favorable growth prospects.Shares of Alphabet are up +13% this month, nearly twice the gain of the Nasdaq 100.  This month’s rally is the largest monthly gain in Alphabet in almost two years and has added more than $140 billion of market value to the stock.  Aptus Capital Advisors said, “of the mega caps, Alphabet is the only one that has growth above 10%, that has a valuation that’s palpable, and which has the opportunity for multiple expansion.”Alphabet trades at about 17 times expected profit over the next 12 months, below the stock’s ten-year average of 20 and below the 24 times expected profit for the Nasdaq 100. Alphabet’s valuation makes it a potential bargain among megacap technology stocks.  Apple (APPL), Microsoft (MSFT), and Nvidia (NVDA) all trade at premiums to their historical averages and to the Nasdaq 100’s valuation.Last year, Alphabet sank -39% amid a pullback in spending on digital advertising and a broad selloff in technology stocks as interest rates soared after the Federal Reserve embarked on an aggressive rate-hiking campaign to combat inflation.  However, in recent months analysts have been raising their revenue estimates for Alphabet for 2023, and revenue growth is now expected to rebound to 18% from 10% in 2022.Alphabet’s initial foray into artificial intelligence (AI) temporarily weighed on the stock last month on concerns about the competency of Bard, Alphabet’s rival to ChatGPT.  However, after granting access to the Bard chatbot, Bloomberg Intelligence said the release of Bard “could help allay fears the company is falling behind Microsoft-ChatAI’s ChatGPT in large language models.”  Also, Winslow Capital said, “the AI story has only just started, and since Alphabet trades at a discount, it is harder to say that Microsoft or Apple have the same upside potential.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949392325,"gmtCreate":1678346751667,"gmtModify":1678346755236,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"thanks for sharing","listText":"thanks for sharing","text":"thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949392325","repostId":"9949074377","repostType":1,"repost":{"id":9949074377,"gmtCreate":1678275702600,"gmtModify":1678275717596,"author":{"id":"3563403080322781","authorId":"3563403080322781","name":"REIT_TIREMENT","avatar":"https://community-static.tradeup.com/news/381ca0896f0eb590f2877daa435bff15","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563403080322781","authorIdStr":"3563403080322781"},"themes":[],"title":"Data Centre Focused REITs Comparison @ 5 March 2023","htmlText":"<a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> <a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> Below is the comparison for data center-focused REITs based on the latest result, extracted from&nbsp;SREITs Data&nbsp;page: Image generated from&nbsp;Playground AI Fundamental Basic &amp; Key Statistics: Winner: Tie between Digital Core REIT &amp; Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT &amp; Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC REIT Growth T","listText":"<a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> <a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> Below is the comparison for data center-focused REITs based on the latest result, extracted from&nbsp;SREITs Data&nbsp;page: Image generated from&nbsp;Playground AI Fundamental Basic &amp; Key Statistics: Winner: Tie between Digital Core REIT &amp; Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT &amp; Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC REIT Growth T","text":"$DigiCore Reit USD(DCRU.SI)$ $KEPPEL DC REIT(AJBU.SI)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ Below is the comparison for data center-focused REITs based on the latest result, extracted from SREITs Data page: Image generated from Playground AI Fundamental Basic & Key Statistics: Winner: Tie between Digital Core REIT & Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT & Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC REIT Growth T","images":[{"img":"https://community-static.tradeup.com/news/964b9f960a7701efe55869d365a58339","width":"512","height":"512"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949074377","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949011260,"gmtCreate":1678235123950,"gmtModify":1678235128220,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good news finally&nbsp;","listText":"Good news finally&nbsp;","text":"Good news finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949011260","repostId":"2317449654","repostType":2,"repost":{"id":"2317449654","pubTimestamp":1678225869,"share":"https://ttm.financial/m/news/2317449654?lang=&edition=fundamental","pubTime":"2023-03-08 05:51","market":"us","language":"en","title":"Sea Limited Turned on the Money Printer: Time to Buy the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2317449654","media":"Zacks","summary":"Sea Limited SE, a diversified technology company focused on the Southeast Asian economy reported ver","content":"<html><body><p><span><span>Sea Limited </span></span>SE<span><span>, a diversified technology company focused on the Southeast Asian economy reported very positive earnings results Tuesday morning. SE’s businesses include an e-commerce division, online gaming, and digital financial services.</span></span></p>\n<p><span><span>SE beat analysts’ expectations for both sales and earnings and proved it can turn a profit. The stock has broken out above the critical $70 level. Will the rally continue?</span></span></p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/iHeg8RaiODXymqcDXxgW_g--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e31fea1539de6c5098b23c9dd986db0a\"/><br/><span>Image Source: TradingView</span><br/></p>\n<p><span><span><strong>From Darling to Dog</strong></span></span></p>\n<p><span><span>During the post pandemic boom Sea Limited became one of Wall Street’s favorite stocks. Between March 2020 and October 2021 SE stock went up nearly 10x, as its high gross margin, diversified businesses, in the rapidly growing SE Asian market tantalized investors.</span></span></p>\n<p><span><span>SE was one of these growth stocks that ran at an earnings loss, and in hindsight was trading at absurdly high valuations. Reality hit investors like a ton of bricks though, and from high to low the stock corrected a brutal -90%.</span></span></p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/g3UZAt_MX0SDVndG2XfKJA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/9b9bd1b2298d035bca98c92a4f855a24\"/><br/><span>Image Source: TradingView</span><br/></p>\n<p><span><span><strong>Earnings Summary</strong></span></span></p>\n<p><span><span>It seems SE is turning things around, and this earnings report demonstrates management has shifted priorities to start showing a profit. Sales were expected at $3.1 billion but came in at $3.5 billion, which was a 7% YoY increase. Earnings were projected to be a -$0.55 loss per share, but surprised massively and came in at $1.01 earnings per share.</span></span></p>\n<p><span><span>The shift to positive earnings is extremely impressive, and marks a turning point for SE. This transition to profitability is a trend that is taking over across many technology and growth companies that have sacrificed profit for growth. But with the new economic environment of higher interest rates, businesses no longer have the luxury of sacrificing earnings for growth.</span></span></p>\n<p><span><span>SE’s digital entertainment business did quite poorly in the quarter, with sales declining -33% YoY to $949 million, and cut quarterly active users from 568 million to 486 million. But the other segments more than made up for the losses.</span></span></p>\n<p><span><span>E-commerce and other services revenue increased 51% YoY to $2.3 billion in the quarter, and digital financial services grew 93% YoY to $380 million.</span></span></p>\n<p><span><span><strong>Outlook</strong></span></span></p>\n<p><span><span>Sea Limited currently sports a Zacks Rank #2 (Buy), indicating an upward trend in earnings revisions. SE did not provide guidance, but if you project the Q4 earnings a year out, SE is trading at about 23x EBITA. This is a reasonable valuation and a far cry from 25x sales, where the company was trading two years ago.</span></span></p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Sea Limited Sponsored ADR (SE) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited Turned on the Money Printer: Time to Buy the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited Turned on the Money Printer: Time to Buy the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 05:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sea-limited-turned-money-printer-215109121.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Limited SE, a diversified technology company focused on the Southeast Asian economy reported very positive earnings results Tuesday morning. SE’s businesses include an e-commerce division, online ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sea-limited-turned-money-printer-215109121.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/AOe5OpCiGk0NR_qifstycw--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/3f9385ce727fd358d3f4a77b83b94d75","relate_stocks":{"BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","BK4548":"巴美列捷福持仓","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SE":"Sea Ltd","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","BK4554":"元宇宙及AR概念","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4585":"ETF&股票定投概念","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4139":"生物科技","SG9999002406.SGD":"利安新加坡信托基金","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0048573645.USD":"富达东盟基金","BK4566":"资本集团","BK4535":"淡马锡持仓","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999013478.USD":"利安新加坡股息基金","BGNE":"百济神州","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"https://finance.yahoo.com/news/sea-limited-turned-money-printer-215109121.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2317449654","content_text":"Sea Limited SE, a diversified technology company focused on the Southeast Asian economy reported very positive earnings results Tuesday morning. SE’s businesses include an e-commerce division, online gaming, and digital financial services.\nSE beat analysts’ expectations for both sales and earnings and proved it can turn a profit. The stock has broken out above the critical $70 level. Will the rally continue?\nImage Source: TradingView\nFrom Darling to Dog\nDuring the post pandemic boom Sea Limited became one of Wall Street’s favorite stocks. Between March 2020 and October 2021 SE stock went up nearly 10x, as its high gross margin, diversified businesses, in the rapidly growing SE Asian market tantalized investors.\nSE was one of these growth stocks that ran at an earnings loss, and in hindsight was trading at absurdly high valuations. Reality hit investors like a ton of bricks though, and from high to low the stock corrected a brutal -90%.\nImage Source: TradingView\nEarnings Summary\nIt seems SE is turning things around, and this earnings report demonstrates management has shifted priorities to start showing a profit. Sales were expected at $3.1 billion but came in at $3.5 billion, which was a 7% YoY increase. Earnings were projected to be a -$0.55 loss per share, but surprised massively and came in at $1.01 earnings per share.\nThe shift to positive earnings is extremely impressive, and marks a turning point for SE. This transition to profitability is a trend that is taking over across many technology and growth companies that have sacrificed profit for growth. But with the new economic environment of higher interest rates, businesses no longer have the luxury of sacrificing earnings for growth.\nSE’s digital entertainment business did quite poorly in the quarter, with sales declining -33% YoY to $949 million, and cut quarterly active users from 568 million to 486 million. But the other segments more than made up for the losses.\nE-commerce and other services revenue increased 51% YoY to $2.3 billion in the quarter, and digital financial services grew 93% YoY to $380 million.\nOutlook\nSea Limited currently sports a Zacks Rank #2 (Buy), indicating an upward trend in earnings revisions. SE did not provide guidance, but if you project the Q4 earnings a year out, SE is trading at about 23x EBITA. This is a reasonable valuation and a far cry from 25x sales, where the company was trading two years ago.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nSea Limited Sponsored ADR (SE) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940473532,"gmtCreate":1678148280427,"gmtModify":1678148283746,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940473532","repostId":"2317148517","repostType":4,"repost":{"id":"2317148517","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":1678144370,"share":"https://ttm.financial/m/news/2317148517?lang=&edition=fundamental","pubTime":"2023-03-07 07:12","market":"us","language":"en","title":"Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=2317148517","media":"Reuters","summary":"SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, i","content":"<html><head></head><body><p>SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.</p><p>Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.</p><p>Rivian shares dropped 7.8% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/3a2186dee2cdf3ccd9315400b0d05b66\" tg-width=\"854\" tg-height=\"620\" 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>Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital</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\">\nRivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-07 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.</p><p>Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.</p><p>Rivian shares dropped 7.8% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/3a2186dee2cdf3ccd9315400b0d05b66\" tg-width=\"854\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4588":"碎股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317148517","content_text":"SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.Rivian shares dropped 7.8% in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940172092,"gmtCreate":1677774279317,"gmtModify":1677774282736,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"THanks for sharing&nbsp;","listText":"THanks for sharing&nbsp;","text":"THanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940172092","repostId":"9940946738","repostType":1,"repost":{"id":9940946738,"gmtCreate":1677667336325,"gmtModify":1677988432642,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…","htmlText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","listText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","text":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","images":[{"img":"https://community-static.tradeup.com/news/0ba2b791d3cc615041fb018a0a97c798","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940946738","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940176719,"gmtCreate":1677774219031,"gmtModify":1677774222587,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940176719","repostId":"9940946738","repostType":1,"repost":{"id":9940946738,"gmtCreate":1677667336325,"gmtModify":1677988432642,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…","htmlText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","listText":"Hi Tigers,💰Don't miss the last chance to buy the&nbsp;18&nbsp;top ex_dividend stocks next week💰Welcome tigers to&nbsp;reply&nbsp;on&nbsp;stock you are interested&nbsp;in&nbsp;and&nbsp;add&nbsp;your&nbsp;personal&nbsp;understandings&nbsp;of&nbsp;its&nbsp;business&nbsp;or&nbsp;earnings.&nbsp; Quality&nbsp;comments&nbsp;will&nbsp;be&nbsp;rewarded.&nbsp; Thanks!The following companies going to ex-dividends on&nbsp;6 Mar--10&nbsp;March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","text":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","images":[{"img":"https://community-static.tradeup.com/news/0ba2b791d3cc615041fb018a0a97c798","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940946738","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9929993349,"gmtCreate":1670578753381,"gmtModify":1676538397865,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9929993349","repostId":"2289636412","repostType":4,"repost":{"id":"2289636412","pubTimestamp":1670599924,"share":"https://ttm.financial/m/news/2289636412?lang=&edition=fundamental","pubTime":"2022-12-09 23:32","market":"us","language":"en","title":"2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289636412","media":"Motley Fool","summary":"These stocks are beaten down, but could rebound big-time if analysts are right.","content":"<html><head></head><body><p>It&#39;s well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn&#39;t necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the <b>Nasdaq Composite</b> has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.</p><p>That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.</p><p>In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.</p><h2>A guard dog for your critical systems</h2><p>The digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can&#39;t be overstated. Simply put, if customers can&#39;t reach you, they can&#39;t spend money. That&#39;s where <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.</p><p>The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog&#39;s most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.</p><p>I&#39;d be remiss if I didn&#39;t point out Datadog&#39;s large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.</p><p>Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street&#39;s finest are pretty upbeat on the company, which has a consensus 12-month price target that&#39;s 58% higher than today&#39;s stock price.</p><p>However, <b>Bank of America</b> analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company&#39;s &#34;best-in-breed portfolio of 15 products,&#34; as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.</p><h2>There&#39;s always a need for cybersecurity</h2><p>In times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it&#39;s merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.</p><p>That&#39;s where <b>CrowdStrike</b> comes in. The company&#39;s next-generation endpoint security business has a simple mission: &#34;To protect our customers from breaches.&#34; CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year&#39;s high, which belies the company&#39;s impressive growth.</p><p>For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike&#39;s revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company&#39;s ongoing potential. At the same time, CrowdStrike&#39;s adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.</p><p>Equally as exciting is the company&#39;s quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.</p><p>Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that&#39;s 55% higher than its current price.</p><p>One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company&#39;s &#34;hyper-growth profile coupled with profitability&#34; as well as its &#34;best-in-class&#34; cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Sensational Growth Stocks Set to Surge 92% to 111% According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/12/08/2-sensational-growth-stocks-set-to-surge-92-to-111/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289636412","content_text":"It's well documented that the best way to generate wealth over the long term is investing in the best stocks you can find and holding for years or even decades. That said, investing isn't necessarily for the faint of heart -- and 2022 has been a great example of that simple truth. Over the preceding 12 months, the Nasdaq Composite has been battered, down 29% from its high reached late last year, falling victim to the latest bear market.That said, seasoned investors are well aware that with this economic cloud comes a silver lining: Historically speaking, good and bad stocks alike fall in tandem during a downturn. What results are some of the most compelling opportunities that many will see in their lifetimes, at least for investors with the resources and fortitude to ride out the gut-wrenching volatility.In fact, Wall Street is surprisingly optimistic about the prospects of a couple of former high-flying growth stocks. Here are two contenders set to soar 92% to 111% over the coming 12 months, according to Wall Street.A guard dog for your critical systemsThe digital transformation continues to gain steam, with more businesses adopting cloud computing than ever before. The strategic importance of keeping customer-facing systems up and running can't be overstated. Simply put, if customers can't reach you, they can't spend money. That's where Datadog comes in. The company provides a single dashboard that monitors a variety of systems, notifying developers of a problem before it reaches critical mass. The system also provides early warning by detecting anomalies that could result in future problems.The stock has tumbled 62% over the past year, but a quick check of the financial results shows a business that continues to prosper. In the third quarter, Datadog generated revenue that grew 61% year over year. At the same time, its adjusted earnings per share (EPS) surged 77%. The company also boasts both operating and free cash flow, which will sustain it during the ongoing downturn. Furthermore, Datadog's most valuable customers -- those that spend $100,000 in annual recurring revenue (ARR) climbed 44%, a sign of strength going forward.I'd be remiss if I didn't point out Datadog's large and growing opportunity. The company generated revenue of $1 billion last year, which pales in comparison to its total addressable market (TAM) that management estimates will hit $62 billion by 2026.Of the 31 analysts who cover Datadog, 26 rate the stock as a buy or strong buy -- and not one recommends selling. Most of Wall Street's finest are pretty upbeat on the company, which has a consensus 12-month price target that's 58% higher than today's stock price.However, Bank of America analyst Koji Ikeda is much more optimistic than his Wall Street peers, assigning a price target of $135 and a buy rating on the shares. He cites the company's \"best-in-breed portfolio of 15 products,\" as the reason for his enthusiasm. If his research is on the mark, the stock could surge 111% by this time next year, enriching shareholders along the way.There's always a need for cybersecurityIn times of economic turmoil, sometimes all its takes is a quick check under the hood to determine if a company is in trouble or if it's merely suffering from a falling stock price. In fact, even during a downturn there are certain services that are indispensable, no matter how bad things get. One such area is that of cybersecurity. Most business managers are reluctant to try to save a few bucks and suffer the risk of hacks, system intrusions, and high-profile data breaches.That's where CrowdStrike comes in. The company's next-generation endpoint security business has a simple mission: \"To protect our customers from breaches.\" CrowdStrike is well positioned to benefit from the ongoing threat, but the stock has fallen 51% from last year's high, which belies the company's impressive growth.For its fiscal 2023 third quarter (ended Oct. 31), CrowdStrike's revenue climbed 53% year over year, fueled by subscription revenue that also grew 53%. This helped push its ARR up 54%, which illustrates the company's ongoing potential. At the same time, CrowdStrike's adjusted EPS of $0.40 surged 135%. CrowdStrike also boasts strong cash flow from operations and free cash flow, which will contribute to the durability of its business when times are tough.Equally as exciting is the company's quickly growing TAM, which management expects to top $158 billion by 2026. Viewed in the context of its full-year fiscal 2022 revenue of $1.45 billion, the company has a long runway ahead.Of the 38 analysts who cover CrowdStrike, 37 rate the stock as a buy or strong buy -- and not a single one recommends selling. Most analysts are pretty bullish on the company, which boasts a consensus 12-month price target that's 55% higher than its current price.One analyst believes his Wall Street peers are underestimating CrowdStrike. Evercore ISI analyst Peter Levine has a $250 price target and an outperform (buy) rating on the shares. He cites the company's \"hyper-growth profile coupled with profitability\" as well as its \"best-in-class\" cash flow margins. If his analysis is correct, CrowdStrike stock could surge 111% over the coming 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952084178,"gmtCreate":1674264045794,"gmtModify":1676538934217,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952084178","repostId":"2305965486","repostType":4,"repost":{"id":"2305965486","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":1674256232,"share":"https://ttm.financial/m/news/2305965486?lang=&edition=fundamental","pubTime":"2023-01-21 07:10","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies to End Higher on Alphabet, Netflix Lift","url":"https://stock-news.laohu8.com/highlight/detail?id=2305965486","media":"Reuters","summary":"(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&P 500 and Dow snapped a three-se","content":"<html><head></head><body><p>(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&amp;P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.</p><p>Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.</p><p>Netflix&#39;s quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.</p><p>Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.</p><p>The gains sent the communication services index up 3.96% as the top performer among the 11 major S&amp;P 500 sectors, notching its biggest daily percentage gain since Nov. 30.</p><p>High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.</p><p>&#34;Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying &#39;OK that is the way it is, let’s look at the stocks that got really beaten up&#39; because the market is a discounting mechanism.&#34;</p><p>The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&amp;P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.</p><p>For the week, the Dow lost 2.7%, the S&amp;P 500 shed 0.66% and the Nasdaq gained 0.55%.</p><p>Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be &#34;pretty close&#34; to a point where rates are &#34;sufficiently restrictive&#34; to cool inflation, which gave an additional boost to equities.</p><p>The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.</p><p>Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.</p><p>Analysts now expect year-over-year earnings from S&amp;P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.</p><p>Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company&#39;s consumer business.</p><p>Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.</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 Street Rallies to End Higher on Alphabet, Netflix Lift</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 Street Rallies to End Higher on Alphabet, Netflix Lift\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-21 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&amp;P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.</p><p>Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.</p><p>Netflix&#39;s quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.</p><p>Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.</p><p>The gains sent the communication services index up 3.96% as the top performer among the 11 major S&amp;P 500 sectors, notching its biggest daily percentage gain since Nov. 30.</p><p>High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.</p><p>&#34;Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying &#39;OK that is the way it is, let’s look at the stocks that got really beaten up&#39; because the market is a discounting mechanism.&#34;</p><p>The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&amp;P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.</p><p>For the week, the Dow lost 2.7%, the S&amp;P 500 shed 0.66% and the Nasdaq gained 0.55%.</p><p>Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be &#34;pretty close&#34; to a point where rates are &#34;sufficiently restrictive&#34; to cool inflation, which gave an additional boost to equities.</p><p>The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.</p><p>Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.</p><p>Analysts now expect year-over-year earnings from S&amp;P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.</p><p>Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company&#39;s consumer business.</p><p>Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","COMP":"Compass, Inc.",".DJI":"道琼斯","GOOGL":"谷歌A",".IXIC":"NASDAQ Composite","NFLX":"奈飞",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305965486","content_text":"(Reuters) - U.S. stocks rallied to close higher on Friday, as the S&P 500 and Dow snapped a three-session losing streak and the Nasdaq rose more than 2%, as quarterly earnings helped lift Netflix, while Google parent Alphabet climbed after announcing job cuts.Shares of Netflix Inc jumped 8.46% as the streaming company added more subscribers than expected in the fourth quarter and said co-founder Reed Hastings was stepping down as chief executive.Netflix's quarterly report comes as the technology and other growth-related sectors face hurdles due to the rising interest rate path of the U.S. Federal Reserve and recession worries that have led companies such as Microsoft Corp and Amazon.com Inc to lay off thousands of employees.Alphabet Inc was the most recent company to announce job cuts as it said it was cutting 12,000 jobs, sending shares 5.34% higher.The gains sent the communication services index up 3.96% as the top performer among the 11 major S&P 500 sectors, notching its biggest daily percentage gain since Nov. 30.High-growth sectors such as communication services were among the worst performing in 2022 and were notably weaker in the last few months of the year as investors gravitated towards stocks with high dividend yields.\"Today’s action is probably because we had three down days so it got into a little bit of an oversold position and they are just doing a little bit of bargain hunting today,\" said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.\"If people are viewing an opportunity, if they are getting more comfortable with the Fed’s narrative... investors are starting to buy into that narrative and saying 'OK that is the way it is, let’s look at the stocks that got really beaten up' because the market is a discounting mechanism.\"The Dow Jones Industrial Average rose 330.93 points, or 1%, to 33,375.49, the S&P 500 gained 73.76 points, or 1.89%, to 3,972.61 and the Nasdaq Composite added 288.17 points, or 2.66%, to 11,140.43.For the week, the Dow lost 2.7%, the S&P 500 shed 0.66% and the Nasdaq gained 0.55%.Comments from Federal Reserve officials have largely said they expect interest rates to climb to at least 5% this year as the central bank continues to try and tamp down high inflation. On Friday, Fed Governor Christopher Waller said the central bank may be \"pretty close\" to a point where rates are \"sufficiently restrictive\" to cool inflation, which gave an additional boost to equities.The Fed is largely expected to raise rates by 25 basis points (bps) at its Feb. 1 policy announcement.Still, concerns about corporate earnings persist as the U.S. economy shows signs of a slowdown and a possible recession.Analysts now expect year-over-year earnings from S&P 500 companies to decline 2.9% for the fourth quarter, according to Refinitiv data, compared with a 1.6% decline in the beginning of the year.Gains on the Dow were curbed, however, by a 2.54% fall in shares of Goldman Sachs Group Inc after the Wall Street Journal reported the Fed was probing the company's consumer business.Volume on U.S. exchanges was 11.90 billion shares, compared with the 10.87 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.55-to-1 ratio; on Nasdaq, a 2.63-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and four new lows; the Nasdaq Composite recorded 77 new highs and 20 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983258194,"gmtCreate":1666257026118,"gmtModify":1676537731347,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9983258194","repostId":"1111819580","repostType":4,"repost":{"id":"1111819580","pubTimestamp":1666254743,"share":"https://ttm.financial/m/news/1111819580?lang=&edition=fundamental","pubTime":"2022-10-20 16:32","market":"us","language":"en","title":"Alibaba: It Could Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1111819580","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.A","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba spiked by over 7% sequentially and it&#39;s up nearly 50% since April.</li><li>Alibaba&#39;s prospects appear to be deteriorating almost every other week which is probably why it&#39;s quickly becoming popular in shorting circles.</li><li>The stock seems set to fall further and investors may want to avoid trying to catch falling knives.</li></ul><p><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.</p><h2><b>Elevated Shorting Activity</b></h2><p>Let me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.</p><p>This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.</p><p><img src=\"https://static.tigerbbs.com/bf2f95098c8f6d45998f55472f8d16d6\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Next, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.</p><p><img src=\"https://static.tigerbbs.com/6019ac925a96524d96e2dc53d1823155\" tg-width=\"382\" tg-height=\"650\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>This raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?</p><h2><b>Reasons Fueling Pessimism</b></h2><p>First of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.</p><p><img src=\"https://static.tigerbbs.com/a02a8cdb767bb27a98904344d984815f\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQiant.com</p><p>The Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.</p><p>Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.</p><p>The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.</p><p>It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.</p><p><img src=\"https://static.tigerbbs.com/e9940fbe16823a8aecadd41f1e3818a9\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>What exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it&#39;ll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.</p><p><img src=\"https://static.tigerbbs.com/5c95dde41ca2ea45ca9c28867d815701\" tg-width=\"640\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>There’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.</p><h2><b>Final Thoughts</b></h2><p>The takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: It Could Get Worse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: It Could Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111819580","content_text":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's quickly becoming popular in shorting circles.The stock seems set to fall further and investors may want to avoid trying to catch falling knives.Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.Elevated Shorting ActivityLet me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.BusinessQuant.comNext, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.BusinessQuant.comThis raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?Reasons Fueling PessimismFirst of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.BusinessQiant.comThe Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.Data byYChartsWhat exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it'll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.BusinessQuant.comThere’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.Final ThoughtsThe takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917454471,"gmtCreate":1665573360093,"gmtModify":1676537629639,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good company will need patience&nbsp;","listText":"Good company will need patience&nbsp;","text":"Good company will need patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9917454471","repostId":"1180326920","repostType":4,"repost":{"id":"1180326920","pubTimestamp":1665588241,"share":"https://ttm.financial/m/news/1180326920?lang=&edition=fundamental","pubTime":"2022-10-12 23:24","market":"us","language":"en","title":"Nvidia: Rising From The Ashes","url":"https://stock-news.laohu8.com/highlight/detail?id=1180326920","media":"Seeking Alpha","summary":"That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA beli","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.</li><li>Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.</li><li>NVIDIA has several competitive advantages and pricing power to continue growing.</li><li>Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.</li></ul><p><b>When it Rains it Pours</b></p><p>NVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.</p><p>The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.</p><p><b>The Ethereum Merge</b></p><p>As one of my favorite investors, Peter Lynch said &#34;Fool me once, shame on you; fool me twice, shame on me!&#34;. This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.</p><p>One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA&#39;s strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.</p><p><img src=\"https://static.tigerbbs.com/9db17497b1870412cc17d7a09737a2cc\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA&#39;s Revenue Segments (The Next Platform)</p><p>At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.</p><p><b>Gaming - The RTX40 Series</b></p><p>NVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.</p><p>NVIDIA has always been the best in its class; it doesn&#39;t do windows and it doesn&#39;t do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.<b>More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards.</b> Quite simply, the used Ethereum card cannot perform even close to the Lovelace.</p><p><b>Datacenter - The Hopper and the Grace</b></p><p>The H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It&#39;s also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.</p><p>Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.</p><p>I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA&#39;s revenues.</p><p>Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be &#34;in line with last down cycles when capex decelerated&#34;.</p><p>AMD (AMD), which also guided Q3 down on slowing PC sales, <b>crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.</b></p><p><b>Grace</b>- The Grace, ARM-based CPU is NVIDIA&#39;s first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.</p><p>Clearly, NVIDIA smelled opportunity, and it&#39;s only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.</p><p><b>The Chip War with China</b></p><p>The biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China&#39;s prowess in building high-performance chips. The term &#34;chips of strategic importance&#34; is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.</p><p><b>Investment Case</b></p><p>Resuming Growth</p><p>To value the company going forward, I&#39;ve taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 <b>butentirely without Crypto sales.</b> For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.</p><p><img src=\"https://static.tigerbbs.com/29bd0639f66c69fd4ae501e38d77c3a3\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA 10K, 10Q, Fountainhead</p><p>A silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in &#34;extra&#34; revenues over the past two years. For a company that spent $5.2Bn in R&amp;D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.</p><p>Attractive Valuation<img src=\"https://static.tigerbbs.com/1708cc96078b2ed02f57e6485bc9caef\" tg-width=\"610\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA, Fountainhead, Seeking Alpha</p><p>Based on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.</p><p>Besides, the quality of earnings is far superior when they&#39;re free of cyclical crypto earnings.</p><p>NVIDIA&#39;s pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.</p><p>It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I&#39;m confident that it should reasonably earn net margins of around 30% in the next 4 years.</p><p><b>Conclusion</b></p><p>NVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.</p><p>One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms&#39; (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is <b>key and will remain a moat.</b> I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.</p><p>I&#39;ve owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.</p><p>Given the Fed&#39;s hawkishness and the US government&#39;s newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Rising From The Ashes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Rising From The Ashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180326920","content_text":"SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.NVIDIA has several competitive advantages and pricing power to continue growing.Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.When it Rains it PoursNVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.The Ethereum MergeAs one of my favorite investors, Peter Lynch said \"Fool me once, shame on you; fool me twice, shame on me!\". This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments (The Next Platform)At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.NVIDIA has always been the best in its class; it doesn't do windows and it doesn't do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards. Quite simply, the used Ethereum card cannot perform even close to the Lovelace.Datacenter - The Hopper and the GraceThe H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It's also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA's revenues.Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be \"in line with last down cycles when capex decelerated\".AMD (AMD), which also guided Q3 down on slowing PC sales, crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.Grace- The Grace, ARM-based CPU is NVIDIA's first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.Clearly, NVIDIA smelled opportunity, and it's only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.The Chip War with ChinaThe biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China's prowess in building high-performance chips. The term \"chips of strategic importance\" is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.Investment CaseResuming GrowthTo value the company going forward, I've taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 butentirely without Crypto sales. For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.NVIDIA 10K, 10Q, FountainheadA silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in \"extra\" revenues over the past two years. For a company that spent $5.2Bn in R&D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.Attractive ValuationNVIDIA, Fountainhead, Seeking AlphaBased on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.Besides, the quality of earnings is far superior when they're free of cyclical crypto earnings.NVIDIA's pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I'm confident that it should reasonably earn net margins of around 30% in the next 4 years.ConclusionNVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms' (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is key and will remain a moat. I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.I've owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.Given the Fed's hawkishness and the US government's newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099263395755910","authorId":"4099263395755910","name":"AhBart","avatar":"https://static.itradeup.com/news/5c8a0140b30f2d6c3be37b2ad1a1efe8","crmLevel":6,"crmLevelSwitch":0,"idStr":"4099263395755910","authorIdStr":"4099263395755910"},"content":"Yes, great patience required. It’s like grinding a metal slab to become a needle 💪🏽","text":"Yes, great patience required. It’s like grinding a metal slab to become a needle 💪🏽","html":"Yes, great patience required. It’s like grinding a metal slab to become a needle 💪🏽"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042986849,"gmtCreate":1656422333982,"gmtModify":1676535824719,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"It's in need of $$","listText":"It's in need of $$","text":"It's in need of $$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042986849","repostId":"1135934814","repostType":4,"repost":{"id":"1135934814","pubTimestamp":1656421879,"share":"https://ttm.financial/m/news/1135934814?lang=&edition=fundamental","pubTime":"2022-06-28 21:11","market":"hk","language":"en","title":"Li Auto to Raise $2B through American Depositary Shares Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=1135934814","media":"seekingalpha","summary":"Li Auto (NASDAQ:LI) to sell up to$2B of American depositary shares, each representing two Class A or","content":"<html><head></head><body><p>Li Auto (NASDAQ:LI) to sell up to$2B of American depositary shares, each representing two Class A ordinary shares of the company, through an at-the-market equity offering program on the Nasdaq Global Select Market.</p><p>The company intends to use thenet proceeds for research and development of next-generation electric vehicle technologies including technologies for BEVs, smart cabin, and autonomous driving, for development and manufacture of future platforms and car models and for working capital needs and general corporate purposes.</p><p>Li Auto shares slipped 4.34% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/38f182b0ea84b7f860294a5d356ec23e\" tg-width=\"836\" tg-height=\"814\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Since the start of 2022, stock gained21%.</p><p>Wall Street Analysts gives aStrong Buyrating to the stock in contrast toHold by SA quant rating system.</p><p></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>Li Auto to Raise $2B through American Depositary Shares Offering</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\">\nLi Auto to Raise $2B through American Depositary Shares Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3852420-li-auto-to-raise-2b-through-american-depositary-shares-offering><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto (NASDAQ:LI) to sell up to$2B of American depositary shares, each representing two Class A ordinary shares of the company, through an at-the-market equity offering program on the Nasdaq Global ...</p>\n\n<a href=\"https://seekingalpha.com/news/3852420-li-auto-to-raise-2b-through-american-depositary-shares-offering\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://seekingalpha.com/news/3852420-li-auto-to-raise-2b-through-american-depositary-shares-offering","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135934814","content_text":"Li Auto (NASDAQ:LI) to sell up to$2B of American depositary shares, each representing two Class A ordinary shares of the company, through an at-the-market equity offering program on the Nasdaq Global Select Market.The company intends to use thenet proceeds for research and development of next-generation electric vehicle technologies including technologies for BEVs, smart cabin, and autonomous driving, for development and manufacture of future platforms and car models and for working capital needs and general corporate purposes.Li Auto shares slipped 4.34% in premarket trading.Since the start of 2022, stock gained21%.Wall Street Analysts gives aStrong Buyrating to the stock in contrast toHold by SA quant rating system.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955142942,"gmtCreate":1675300623687,"gmtModify":1676538990625,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"1 small good news","listText":"1 small good news","text":"1 small good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955142942","repostId":"2308663280","repostType":4,"repost":{"id":"2308663280","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":1675292598,"share":"https://ttm.financial/m/news/2308663280?lang=&edition=fundamental","pubTime":"2023-02-02 07:03","market":"us","language":"en","title":"Wall St Rallies As Fed's Powell Nods to Easing Inflation After Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2308663280","media":"Reuters","summary":"Federal Reserve hikes rates by 25 bpsPowell says for first time disinflation has startedIndexes up: ","content":"<html><head></head><body><ul><li>Federal Reserve hikes rates by 25 bps</li><li>Powell says for first time disinflation has started</li><li>Indexes up: Dow 0.02%, S&amp;P 1.05%, Nasdaq 2%</li></ul><p><img src=\"https://static.tigerbbs.com/e16559190ac1ec89379655f3cf8a75dd\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The S&amp;P 500 and the Nasdaq closed sharply higher on Wednesday after Federal Reserve chair Jerome Powell acknowledged that inflation was starting to ease, in remarks he made following a quarter-point rate hike by the U.S. central bank.</p><p>Wall Street&#39;s major indexes had lost ground immediately after the Fed announced its rate hike decision. Its statement also said &#34;ongoing increases&#34; to rates would be appropriate.</p><p>But the indexes bounced off their lows and kept gaining ground soon after Powell started speaking to reporters with the S&amp;P ending up 1% and the Nasdaq adding 2%.</p><p>Investors were encouraged by Powell&#39;s answer to a question about easing financial conditions such as rising equities and falling bond yields in recent months, according to Angelo Kourkafas, investment strategist at Edward Jones, St Louis.</p><p>&#34;He had an opportunity to relay a hawkish message and didn&#39;t take it. He could&#39;ve said that markets are getting overly excited and he didn&#39;t take the opportunity. Instead he said a lot of tightening has already happened,&#34; said Kourkafas.</p><p>Since Powell said he could acknowledge for the first time that disinflation had started to happen, investors saw his suggestion that there could be two more rate hikes as a &#34;placeholder&#34; the strategist said.</p><p>The Dow Jones Industrial Average    rose 6.92 points, or 0.02%, to 34,092.96, the S&amp;P 500    gained 42.61 points, or 1.05%, to 4,119.21 and the Nasdaq Composite    added 231.77 points, or 2%, to 11,816.32.</p><p>The afternoon rally had the S&amp;P registering its highest closing level since Aug. 25 while the Nasdaq posted its highest close since September.</p><p>Of the S&amp;P 500&#39;s 11 major industry sectors only energy ended the day lower   , down 1.9%, while interest rate sensitive  technology shares    were the biggest gainers, up 2.3%.</p><p>Investors were mostly focused on the Fed&#39;s path forward, as the size of increase for its first policy meeting of the year was in line with expectations after rapid increases in 2022 including a December rate hike of 50 basis points.</p><p>After the press conference, money markets were betting on a terminal rate of 4.892% in June compared with bets for 4.92% just before the Fed&#39;s statement.</p><p>U.S. futures were still pricing in rate cuts this year with the fed funds rate seen at 4.403% by the end of December, the same as before the meeting.</p><p>Recent readings have indicated that inflation is easing, with the Fed also looking at data that will determine the resilience of the labor market and the pace of wage growth.</p><p>But data showed U.S. job openings unexpectedly rose in December ahead of the Labor Department&#39;s comprehensive report on nonfarm payrolls for January due on Friday.</p><p>Separate economic data showed U.S. manufacturing contracted further in January as higher rates stifled demand for goods.</p><p>All three indexes had a strong start to the year, with the S&amp;P    and the Dow    witnessing their first gain for January since 2019 as investors returned to markets, which were bruised in the previous year by a hawkish Fed.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 2.28-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 24 new 52-week highs and no new lows; the Nasdaq Composite recorded 136 new highs and 23 new lows.</p><p>About 13.7 billion shares changed hands in U.S. exchanges, compared with the 11.5 billion daily average over the last 20 sessions.</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>Wall St Rallies As Fed's Powell Nods to Easing Inflation After Rate Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rallies As Fed's Powell Nods to Easing Inflation After Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-02 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Federal Reserve hikes rates by 25 bps</li><li>Powell says for first time disinflation has started</li><li>Indexes up: Dow 0.02%, S&amp;P 1.05%, Nasdaq 2%</li></ul><p><img src=\"https://static.tigerbbs.com/e16559190ac1ec89379655f3cf8a75dd\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The S&amp;P 500 and the Nasdaq closed sharply higher on Wednesday after Federal Reserve chair Jerome Powell acknowledged that inflation was starting to ease, in remarks he made following a quarter-point rate hike by the U.S. central bank.</p><p>Wall Street&#39;s major indexes had lost ground immediately after the Fed announced its rate hike decision. Its statement also said &#34;ongoing increases&#34; to rates would be appropriate.</p><p>But the indexes bounced off their lows and kept gaining ground soon after Powell started speaking to reporters with the S&amp;P ending up 1% and the Nasdaq adding 2%.</p><p>Investors were encouraged by Powell&#39;s answer to a question about easing financial conditions such as rising equities and falling bond yields in recent months, according to Angelo Kourkafas, investment strategist at Edward Jones, St Louis.</p><p>&#34;He had an opportunity to relay a hawkish message and didn&#39;t take it. He could&#39;ve said that markets are getting overly excited and he didn&#39;t take the opportunity. Instead he said a lot of tightening has already happened,&#34; said Kourkafas.</p><p>Since Powell said he could acknowledge for the first time that disinflation had started to happen, investors saw his suggestion that there could be two more rate hikes as a &#34;placeholder&#34; the strategist said.</p><p>The Dow Jones Industrial Average    rose 6.92 points, or 0.02%, to 34,092.96, the S&amp;P 500    gained 42.61 points, or 1.05%, to 4,119.21 and the Nasdaq Composite    added 231.77 points, or 2%, to 11,816.32.</p><p>The afternoon rally had the S&amp;P registering its highest closing level since Aug. 25 while the Nasdaq posted its highest close since September.</p><p>Of the S&amp;P 500&#39;s 11 major industry sectors only energy ended the day lower   , down 1.9%, while interest rate sensitive  technology shares    were the biggest gainers, up 2.3%.</p><p>Investors were mostly focused on the Fed&#39;s path forward, as the size of increase for its first policy meeting of the year was in line with expectations after rapid increases in 2022 including a December rate hike of 50 basis points.</p><p>After the press conference, money markets were betting on a terminal rate of 4.892% in June compared with bets for 4.92% just before the Fed&#39;s statement.</p><p>U.S. futures were still pricing in rate cuts this year with the fed funds rate seen at 4.403% by the end of December, the same as before the meeting.</p><p>Recent readings have indicated that inflation is easing, with the Fed also looking at data that will determine the resilience of the labor market and the pace of wage growth.</p><p>But data showed U.S. job openings unexpectedly rose in December ahead of the Labor Department&#39;s comprehensive report on nonfarm payrolls for January due on Friday.</p><p>Separate economic data showed U.S. manufacturing contracted further in January as higher rates stifled demand for goods.</p><p>All three indexes had a strong start to the year, with the S&amp;P    and the Dow    witnessing their first gain for January since 2019 as investors returned to markets, which were bruised in the previous year by a hawkish Fed.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 2.28-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 24 new 52-week highs and no new lows; the Nasdaq Composite recorded 136 new highs and 23 new lows.</p><p>About 13.7 billion shares changed hands in U.S. exchanges, compared with the 11.5 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POWL":"Powell Industries","UDOW":"道指三倍做多ETF-ProShares","BK4096":"电气部件与设备","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","DOG":"道指反向ETF","QLD":"纳指两倍做多ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308663280","content_text":"Federal Reserve hikes rates by 25 bpsPowell says for first time disinflation has startedIndexes up: Dow 0.02%, S&P 1.05%, Nasdaq 2%The S&P 500 and the Nasdaq closed sharply higher on Wednesday after Federal Reserve chair Jerome Powell acknowledged that inflation was starting to ease, in remarks he made following a quarter-point rate hike by the U.S. central bank.Wall Street's major indexes had lost ground immediately after the Fed announced its rate hike decision. Its statement also said \"ongoing increases\" to rates would be appropriate.But the indexes bounced off their lows and kept gaining ground soon after Powell started speaking to reporters with the S&P ending up 1% and the Nasdaq adding 2%.Investors were encouraged by Powell's answer to a question about easing financial conditions such as rising equities and falling bond yields in recent months, according to Angelo Kourkafas, investment strategist at Edward Jones, St Louis.\"He had an opportunity to relay a hawkish message and didn't take it. He could've said that markets are getting overly excited and he didn't take the opportunity. Instead he said a lot of tightening has already happened,\" said Kourkafas.Since Powell said he could acknowledge for the first time that disinflation had started to happen, investors saw his suggestion that there could be two more rate hikes as a \"placeholder\" the strategist said.The Dow Jones Industrial Average    rose 6.92 points, or 0.02%, to 34,092.96, the S&P 500    gained 42.61 points, or 1.05%, to 4,119.21 and the Nasdaq Composite    added 231.77 points, or 2%, to 11,816.32.The afternoon rally had the S&P registering its highest closing level since Aug. 25 while the Nasdaq posted its highest close since September.Of the S&P 500's 11 major industry sectors only energy ended the day lower   , down 1.9%, while interest rate sensitive  technology shares    were the biggest gainers, up 2.3%.Investors were mostly focused on the Fed's path forward, as the size of increase for its first policy meeting of the year was in line with expectations after rapid increases in 2022 including a December rate hike of 50 basis points.After the press conference, money markets were betting on a terminal rate of 4.892% in June compared with bets for 4.92% just before the Fed's statement.U.S. futures were still pricing in rate cuts this year with the fed funds rate seen at 4.403% by the end of December, the same as before the meeting.Recent readings have indicated that inflation is easing, with the Fed also looking at data that will determine the resilience of the labor market and the pace of wage growth.But data showed U.S. job openings unexpectedly rose in December ahead of the Labor Department's comprehensive report on nonfarm payrolls for January due on Friday.Separate economic data showed U.S. manufacturing contracted further in January as higher rates stifled demand for goods.All three indexes had a strong start to the year, with the S&P    and the Dow    witnessing their first gain for January since 2019 as investors returned to markets, which were bruised in the previous year by a hawkish Fed.Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 2.28-to-1 ratio favored advancers.The S&P 500 posted 24 new 52-week highs and no new lows; the Nasdaq Composite recorded 136 new highs and 23 new lows.About 13.7 billion shares changed hands in U.S. exchanges, compared with the 11.5 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982591212,"gmtCreate":1667202948236,"gmtModify":1676537876358,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9982591212","repostId":"1169258680","repostType":4,"repost":{"id":"1169258680","pubTimestamp":1667230136,"share":"https://ttm.financial/m/news/1169258680?lang=&edition=fundamental","pubTime":"2022-10-31 23:28","market":"us","language":"en","title":"Will The Fed Push The S&P 500 Over 4000?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169258680","media":"Forbes","summary":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during Augu","content":"<html><head></head><body><p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.</p><p>There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.</p><h2>Risk appetite</h2><p>Behind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.</p><p>The earnings season has been a case in point both <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Meta or the old Facebook were severely marked down on earnings disappointments as were <a href=\"https://laohu8.com/S/GOOG\">Google</a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> during last week&#39;s critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.</p><p>This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that&#39;s still painful for stocks, but it has arguably hit a recent high.</p><h2>Earnings</h2><p>Importantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.</p><p>There&#39;s a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they&#39;ll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.</p><p>In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who&#39;ve hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&amp;P index trade up to and maybe a little bit beyond the 4000 level.</p><p>What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.</p></body></html>","source":"fors","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 The Fed Push The S&P 500 Over 4000?</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 The Fed Push The S&P 500 Over 4000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during ...</p>\n\n<a href=\"https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169258680","content_text":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.Risk appetiteBehind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.The earnings season has been a case in point both Amazon and Meta or the old Facebook were severely marked down on earnings disappointments as were Google and Microsoft during last week's critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that's still painful for stocks, but it has arguably hit a recent high.EarningsImportantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.There's a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they'll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who've hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&P index trade up to and maybe a little bit beyond the 4000 level.What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910883467,"gmtCreate":1663595147060,"gmtModify":1676537297868,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"go go up","listText":"go go up","text":"go go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9910883467","repostId":"1168134400","repostType":4,"repost":{"id":"1168134400","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":1663594802,"share":"https://ttm.financial/m/news/1168134400?lang=&edition=fundamental","pubTime":"2022-09-19 21:40","market":"us","language":"en","title":"Chinese EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1168134400","media":"Tiger Newspress","summary":"Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more tha","content":"<html><head></head><body><p>Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more than 3%.</p><p><img src=\"https://static.tigerbbs.com/522feee0ad58292cdb0c131c412281d8\" tg-width=\"448\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><ul><li>Chinese electric vehicle company <b>XPeng Inc</b> has launched the pilot program of City Navigation Guided Pilot (City NGP).</li><li>Guangzhou-based XPeng P5 customers can access City NGP through over-the-air (OTA) updates before launching to other cities.</li><li>When City NGP is activated with a set destination, the vehicle performs the full range of driving tasks such as cruising from leading vehicles, changing lanes or vehicle overtaking decisions, handling merging/splitting roads, and maintaining speed.</li><li>XPeng&#39;s City NGP consists of an Advanced Driver Assistance System (ADAS) platform, featuring a multi-modality sensor fusion framework with cameras, LiDAR units, millimeter-wave radars, and high-precision positioning units.</li><li>&#34;With the rollout of City NGP, XPeng is spearheading a strategic roadmap to complete our ADAS coverage from highways and parking lots to much more complex city driving scenarios, offering our customers enhanced safety and an optimized driving experience,&#34; said Chairman and CEO He Xiaopeng.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV Stocks Climbed 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\">\nChinese EV Stocks Climbed 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\">2022-09-19 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more than 3%.</p><p><img src=\"https://static.tigerbbs.com/522feee0ad58292cdb0c131c412281d8\" tg-width=\"448\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><ul><li>Chinese electric vehicle company <b>XPeng Inc</b> has launched the pilot program of City Navigation Guided Pilot (City NGP).</li><li>Guangzhou-based XPeng P5 customers can access City NGP through over-the-air (OTA) updates before launching to other cities.</li><li>When City NGP is activated with a set destination, the vehicle performs the full range of driving tasks such as cruising from leading vehicles, changing lanes or vehicle overtaking decisions, handling merging/splitting roads, and maintaining speed.</li><li>XPeng&#39;s City NGP consists of an Advanced Driver Assistance System (ADAS) platform, featuring a multi-modality sensor fusion framework with cameras, LiDAR units, millimeter-wave radars, and high-precision positioning units.</li><li>&#34;With the rollout of City NGP, XPeng is spearheading a strategic roadmap to complete our ADAS coverage from highways and parking lots to much more complex city driving scenarios, offering our customers enhanced safety and an optimized driving experience,&#34; said Chairman and CEO He Xiaopeng.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168134400","content_text":"Chinese EV stocks climbed in morning trading. Nio and Li Auto rose more than 1%; XPeng rose more than 3%.Chinese electric vehicle company XPeng Inc has launched the pilot program of City Navigation Guided Pilot (City NGP).Guangzhou-based XPeng P5 customers can access City NGP through over-the-air (OTA) updates before launching to other cities.When City NGP is activated with a set destination, the vehicle performs the full range of driving tasks such as cruising from leading vehicles, changing lanes or vehicle overtaking decisions, handling merging/splitting roads, and maintaining speed.XPeng's City NGP consists of an Advanced Driver Assistance System (ADAS) platform, featuring a multi-modality sensor fusion framework with cameras, LiDAR units, millimeter-wave radars, and high-precision positioning units.\"With the rollout of City NGP, XPeng is spearheading a strategic roadmap to complete our ADAS coverage from highways and parking lots to much more complex city driving scenarios, offering our customers enhanced safety and an optimized driving experience,\" said Chairman and CEO He Xiaopeng.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985781639,"gmtCreate":1667463131421,"gmtModify":1676537922435,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"[Glance]&nbsp;","listText":"[Glance]&nbsp;","text":"[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9985781639","repostId":"1181986627","repostType":4,"repost":{"id":"1181986627","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":1667462501,"share":"https://ttm.financial/m/news/1181986627?lang=&edition=fundamental","pubTime":"2022-11-03 16:01","market":"us","language":"en","title":"Qualcomm Shares Slide 6.7% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181986627","media":"Tiger Newspress","summary":"Qualcomm Sharply Lowers Forecast on Smartphone Slump","content":"<html><head></head><body><p>Chipmaker Qualcomm Inc forecast that revenue would come in $2 billion less than Wall Street analysts estimated for the current quarter due to a sharp drop in smartphone sales, and its shares sank 6.7% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/38aac00082b53613abf3a602ff365070\" tg-width=\"764\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/></p><p>Qualcomm also said profits would be less than expected.</p><p>Decades-high inflation, the Ukraine war, COVID-19 lockdowns in China and fears of an economic slowdown have soured demand for personal electronics as consumers abandon discretionary spending on items such as mobile phones.</p><p>That in turn led to a 12% drop in smartphone unit shipments in the third quarter ended September, according to Counterpoint Research.</p><p>Qualcomm expects a low double-digit percentage decline in handset volumes this year, compared with its prior forecast of a mid-single-digit percentage drop.</p><p>Revenue from Qualcomm&#39;s handsets business, which makes up more than half of total sales, rose 40% in the fourth quarter, while revenue from chips that enable WiFi and Bluetooth connections fell 20%.</p><p>The company forecast current-quarter revenue in the range of $9.2 billion and $10 billion, compared with analysts&#39; estimates of $12.02 billion, according to Refinitiv data.</p><p>It expects adjusted earnings per share to be between $2.25 and $2.45, compared with analysts&#39; expectations of $3.42.</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>Qualcomm Shares Slide 6.7% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm Shares Slide 6.7% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-03 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chipmaker Qualcomm Inc forecast that revenue would come in $2 billion less than Wall Street analysts estimated for the current quarter due to a sharp drop in smartphone sales, and its shares sank 6.7% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/38aac00082b53613abf3a602ff365070\" tg-width=\"764\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/></p><p>Qualcomm also said profits would be less than expected.</p><p>Decades-high inflation, the Ukraine war, COVID-19 lockdowns in China and fears of an economic slowdown have soured demand for personal electronics as consumers abandon discretionary spending on items such as mobile phones.</p><p>That in turn led to a 12% drop in smartphone unit shipments in the third quarter ended September, according to Counterpoint Research.</p><p>Qualcomm expects a low double-digit percentage decline in handset volumes this year, compared with its prior forecast of a mid-single-digit percentage drop.</p><p>Revenue from Qualcomm&#39;s handsets business, which makes up more than half of total sales, rose 40% in the fourth quarter, while revenue from chips that enable WiFi and Bluetooth connections fell 20%.</p><p>The company forecast current-quarter revenue in the range of $9.2 billion and $10 billion, compared with analysts&#39; estimates of $12.02 billion, according to Refinitiv data.</p><p>It expects adjusted earnings per share to be between $2.25 and $2.45, compared with analysts&#39; expectations of $3.42.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181986627","content_text":"Chipmaker Qualcomm Inc forecast that revenue would come in $2 billion less than Wall Street analysts estimated for the current quarter due to a sharp drop in smartphone sales, and its shares sank 6.7% in premarket trading.Qualcomm also said profits would be less than expected.Decades-high inflation, the Ukraine war, COVID-19 lockdowns in China and fears of an economic slowdown have soured demand for personal electronics as consumers abandon discretionary spending on items such as mobile phones.That in turn led to a 12% drop in smartphone unit shipments in the third quarter ended September, according to Counterpoint Research.Qualcomm expects a low double-digit percentage decline in handset volumes this year, compared with its prior forecast of a mid-single-digit percentage drop.Revenue from Qualcomm's handsets business, which makes up more than half of total sales, rose 40% in the fourth quarter, while revenue from chips that enable WiFi and Bluetooth connections fell 20%.The company forecast current-quarter revenue in the range of $9.2 billion and $10 billion, compared with analysts' estimates of $12.02 billion, according to Refinitiv data.It expects adjusted earnings per share to be between $2.25 and $2.45, compared with analysts' expectations of $3.42.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980472761,"gmtCreate":1665803847753,"gmtModify":1676537667441,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9980472761","repostId":"2275952060","repostType":4,"repost":{"id":"2275952060","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":1665788512,"share":"https://ttm.financial/m/news/2275952060?lang=&edition=fundamental","pubTime":"2022-10-15 07:01","market":"us","language":"en","title":"US STOCKS-Wall St Drops As Consumer Data Stokes Inflation Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=2275952060","media":"Reuters","summary":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer se","content":"<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</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 Consumer Data Stokes Inflation Worry</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 Consumer Data Stokes Inflation Worry\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\">2022-10-15 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* JPM reports higher-than-expected Q3 profit</p><p>* S&amp;P 500, Nasdaq post weekly declines</p><p>* U.S. consumer sentiment edges up October; inflation ests. worsen</p><p>* Dow down 1.34%, S&amp;P 500 down 2.37%, Nasdaq down 3.08%</p><p>NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve&#39;s aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.</p><p>In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.</p><p>&#34;The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.</p><p>&#34;The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.&#34;</p><p>On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.</p><p>Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued &#34;frontloading&#34; through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank&#39;s most recent projections.</p><p>The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&amp;P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.</p><p>Friday&#39;s decline marked the 37th time the S&amp;P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&amp;P 500 lost 1.56% and the Nasdaq fell 3.11%.</p><p>Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase &amp; Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo &amp; Co, up 1.86%, boosted the shares of each.</p><p>&#34;The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,&#34; said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.</p><p>UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.</p><p>Analysts now expect third-quarter profits for S&amp;P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.</p><p>Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.</p><p>Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.</p><p>Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格",".IXIC":"NASDAQ Composite","UNH":"联合健康","WFC":"富国银行",".SPX":"S&P 500 Index","JPM":"摩根大通","TSLA":"特斯拉","C":"花旗",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275952060","content_text":"* JPM reports higher-than-expected Q3 profit* S&P 500, Nasdaq post weekly declines* U.S. consumer sentiment edges up October; inflation ests. worsen* Dow down 1.34%, S&P 500 down 2.37%, Nasdaq down 3.08%NEW YORK, Oct 14 (Reuters) - U.S. stocks dropped on Friday as worsening inflation expectations kept intact worries that the Federal Reserve's aggressive rate hike path could trigger a recession, while investors digested the early stages of earnings season.In the last session of a volatile week, equities opened higher, then reversed course after data from the University of Michigan showed consumer sentiment improved in October but inflation expectations worsened as gasoline prices moved higher. Retail sales data also indicated resilience among consumers.\"The main thrust for the market right now is higher interest rates, higher inflation and the Fed is going to continue to move its fed funds target higher,\" said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.\"The narrative that we’ve seen peak inflation is not evident yet and that’s depressing the market.\"On Thursday, a reading on consumer prices (CPI) showed inflation remained stubbornly high.Fed officials have been largely in sync when commenting on the need to raise rates and St. Louis Fed President James Bullard said in a Reuters interview the recent CPI data warrants a continued \"frontloading\" through larger three-quarter-percentage point steps, although that does not necessarily mean rates need to be raised above the central bank's most recent projections.The Dow Jones Industrial Average fell 403.89 points, or 1.34%, to 29,634.83, the S&P 500 lost 86.84 points, or 2.37%, to 3,583.07 and the Nasdaq Composite dropped 327.76 points, or 3.08%, to 10,321.39.Friday's decline marked the 37th time the S&P 500 recorded a gain or loss of at least 2% compared with only seven such session in all of 2021. For the week, the Dow gained 1.15%, the S&P 500 lost 1.56% and the Nasdaq fell 3.11%.Corporate earnings season started to pick up steam and helped the bank index, which posted a narrow 0.03% gain after quarterly results from JPMorgan Chase & Co, up 1.66%, Citigroup Inc, up 0.65%, and Wells Fargo & Co, up 1.86%, boosted the shares of each.\"The message I got from them is things are looking pretty good from an economic perspective despite the challenges but they increased loan-loss reserves just in anticipation that you are going to see some more slowing,\" said Brian Jacobsen, senior investment strategist at Allspring Global Investments in Menomonee Falls, Wisconsin.UnitedHealth gained 0.63% as one of only three Dow components to move higher on the day after the health insurer posted better-than-expected quarterly results while raising its annual forecast.Analysts now expect third-quarter profits for S&P 500 companies to have risen just 3.6% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data.Kroger Co shares dropped 7.32% after the supermarket chain said it would buy smaller rival Albertsons Companies Inc in a $24.6 billion deal.Tesla Inc slumped 7.55% following media reports that the electric vehicle maker has put on hold plans to launch battery cell production at its plant outside Berlin due to technical issues.Volume on U.S. exchanges was 10.88 billion shares, compared with the 11.48 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored decliners.The S&P 500 posted 5 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 71 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953799539,"gmtCreate":1673320977122,"gmtModify":1676538817836,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953799539","repostId":"2302082351","repostType":4,"repost":{"id":"2302082351","pubTimestamp":1673314544,"share":"https://ttm.financial/m/news/2302082351?lang=&edition=fundamental","pubTime":"2023-01-10 09:35","market":"us","language":"en","title":"SPY: Is December CPI Optimism Setting A Sneaky Bull Trap?","url":"https://stock-news.laohu8.com/highlight/detail?id=2302082351","media":"Seeking Alpha","summary":"SummaryEveryone seems to be taking a good CPI report this week as a given, but history suggests infl","content":"<html><head></head><body><h2>Summary</h2><ul><li>Everyone seems to be taking a good CPI report this week as a given, but history suggests inflation tends to stick around for a while!</li><li>The weakening dollar, falling yields, January pay increases, and fiscal cost-of-living adjustments will all push inflation up in the near term.</li><li>My best guess is that inflation has another 12 months before monthly price rises are fully consistent with the Fed&#39;s 2% annual core inflation target.</li><li>Even if CPI comes in soft, bears like Morgan Stanley&#39;s Michael Wilson have suggested that a weaker CPI will be accompanied by weaker earnings and weaker profit margins than expected.</li><li>December CPI will be released on Thursday, January 12th at 8:30 AM Eastern Time.</li></ul><p>Markets cheered the nonfarm payrolls report on Friday, with the broad S&amp;P 500 index (NYSEARCA:SPY) rising over 2% on the day, with a big follow through on Monday as of my writing this. It seems to me like another case of algorithms gone wild, as the move was preceded by a selloff the day before on the ADP payrolls number. These are small data points, but at stake are the larger questions of where the Fed is likely to take interest rates–and whether the U.S. economy will pull off a soft landing or descend into recession after the pandemic&#39;s money-printing binge. The marketis pricing in several rate cuts over the next 12-18 months, while the Fed has indicated they want to hike rates more. With the S&amp;P 500 trading on the high end of its historical range at about 17.5x 2023 consensus earnings estimates of $225, the market needs to hit a parlay here. Highly valued stocks need a Fed pivot, and they need the pivot to come without an underlying collapse in earnings (i.e. a recession). This assumption will be getting a huge test this week with December CPI, released at 8:30 AM Eastern on Thursday. This data release will be key to understanding whether the current bear market in stocks will continue to grind lower or not. Markets may be overly complacent about CPI, with the optimism over CPI and the recent rally setting what could be a sneaky trap for investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97eb6054fd618e14b41ab23a3df780a0\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><h2>Is Inflation Done? History Says Maybe Not</h2><p>Strategists at Bank of America (BAC) did a study in 2022 on inflationary environments in different time periods and different countries. Their question– when the rate of inflation rises above 5% annually, how long does it take for it to fall back to 2%? The Y axis here is in years, and the average is about 10 years. If you toss out countries in Southern Europe that took the longest, you&#39;re still looking at 6-12 years in many scenarios historically. The study only seems to go back to the late 1970s and early 1980s, but the post-WW2 inflationary bout didn&#39;t see US inflation return to 2% annually until 1949 (it then spiked again in the Korean War).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc7aa061961bd59cddb1425c17a84fa5\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/><span>History of Inflation (BofA)</span></p><p>This round of inflation started in early 2021, and inflation first breached our 5% threshold in May 2021. If inflation is down to 2% annually in 6 months like many in the market believe, it would be the fastest disinflation in modern history. If we take a relatively benign parallel from the early 1990s inflation bout, we&#39;d still be looking at 6 years.</p><p>To be fair, explicitly targeting 2% inflation has only been done since the Clinton years in the US, after successful trials in some other countries a few years before. But what history clearly demonstrates is that inflation is an ongoing process that does not go away on its own, and that even with best practice it sticks around for years. Otherwise, there would be all kinds of examples of transitory inflation in history that went away after a couple of years, and there aren&#39;t. Stocks and bonds are priced assuming that inflation comes down quickly and monetary policy stays rather loose, so if this is not the case then the market will need to adjust prices downward.</p><h2>Why Inflation Tends To Stick Around</h2><p>There are many reasons inflation tends to stick around. Some are mechanical, and some are more behavioral.</p><p>Mechanical reasons inflation sticks around are interesting, and we&#39;re about to see some of them kicking in now. The most famous is called a &#34;wage-price spiral&#34;, where demands for COL increases are met by companies, who pass on prices to customers, which makes the cost of living collectively go up more. Social Security COLA increases are another example of this. For 2023 Social Security is increasing by 8.7%. Social Security alone is 5-6% of GDP, so this increase alone will increase the 2023 money supply by about 0.5%. Behavioral reasons are interesting as well, we&#39;ve seen them in the housing and used car markets in recent years. When buyers buy so they can get in before prices go up even more, it causes prices to rise. This is also how asset bubbles get going, and it can work in reverse as well when the bubbles pop. Generally, businesses&#39; expectations of future inflation tend to correlate with future inflation, and even things like basic contracts get rewritten to add annual price increases.</p><p>Another reason that inflation tends to stick around is that central banks previously had a poor understanding of when inflation was truly beaten– like gardeners who simply trim weeds rather than pull the roots. In the 1970s, the Fed cut rates after inflation had superficially fallen, only to see it come back stronger than ever. Jerome Powell has repeatedly referenced this to push back against market expectations of rate cuts, but the market continues to defy him. What tends to happen is that the Fed will back off, the dollar weakens, interest rates fall, and stocks go up, all of which fuel inflation. This has all happened recently, with 10-year Treasury rates about 60 bps off their highs, the dollar down about 10% off its highs, and stocks rallying off of the lows. To this point, the rally in stocks and interest rates and the selloff in the dollar is putting upward pressure on inflation, leading to the possibility that the rally will soon be reversed. The most recent Fed minutes alluded to this, but the market still is ignoring what&#39;s right in front of it and continues to fight the Fed.</p><h2>Wage Inflation Is A Symptom Of A Messed-Up Economy, Not the Cause</h2><p>The market obviously got very excited about the nonfarm payrolls number on Friday, but the reaction was way overdone. If you look at wage growth over the past few years, it was never a key driver of inflation. Over the last 12 months, real earnings for workers are down about 3%. This is instructive. Economist Milton Freidman quipped that inflation was &#34;always and everywhere a monetary phenomenon,&#34; and while it&#39;s not 100% true, it&#39;s the best way of thinking about the current inflation. Big wage increases and strikes are not the main driver of inflation in and of themselves, but they&#39;re an inevitable result of pumping an excessive amount of money into the economy.</p><p>Just this morning, I woke up to an article that 7,000 New York City nurses are going on strike today. Some of this is healthcare industry-specific, but it follows strikes and contract renegotiations in places as far and wide as airlines, railroads, and dockworkers. The most recent nonfarm payrolls report shows a deceleration in wage gains, but the labor market continues to tighten, with payrolls rapidly outrunning population growth and the unemployment rate falling back to 3.5%. Wolf Richter took a deep dive into the payrolls report on his blog, but I thought I would share this graph to show that the weekly earnings numbers tend to be rather volatile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1db2031e36040f948bc0224a811e2ce\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/><span>Average Weekly Earnings (Wolf Street)</span></p><p>The Fed&#39;s problem here in my mind is that price increases are outrunning wages, which in turn are outrunning productivity. This is totally backwards, and it is a clear warning against the idea that we&#39;re going to have an easy soft landing for the economy. A lot of the workers entering the &#34;labor force&#34; are self-employed gig workers who were getting W-2 jobs and getting big pay increases.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33432bf602922c1b347671bc5a06b6e7\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Labor force participation overall is well below pre-pandemic levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d710413c74c2882a7e6faf7e246bb9c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>And why are prices increasing faster than wages? Because consumers got a ton of stimulus money in 2021, and now are spending down savings and running up debt to continue to consume.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f4c28369cdefcc93149e87d8f5a330d\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Consumers have some cushion left from pandemic savings, but when it&#39;s gone, it&#39;s gone, and probably in Q2 or Q3. The savings number is even crazier than it looks because it doesn&#39;t take into account the resumption of student loans, but it does take into account the free money to millions of Americans who refinanced their mortgages to ultra-low rates.</p><p>The problem is debt, and that&#39;s how recessions always start. Middle and upper-middle-class people (and sometimes companies and governments) borrow too much money based on their expectations for the future, and when the future comes in below expectations they&#39;ve got too much debt service. Same thing here– ultra-low rates caused a boom in all kinds of borrowing– personal, corporate, and government, and a lot of that money was not invested productively but rather went into meme stocks, altcoins, single-family houses in the desert, or plain old conspicuous consumption.</p><p>The root cause of this inflation is massive government spending. The US ran deficits of 14.9% of GDP in 2020, 12.3% in 2021, and 5.5% in 2022. There are only two ways to deal with this, you either go to the private market and sell the debt at a market price, or you have your central bank print money to buy the debt, which almost always will lead to a bunch of inflation. This happens all the time in emerging markets, but the last congress in the US was the wildest spending congress in history. It never ends well. What&#39;s clear is that the new Congress is going to crack way down on spending. The optimistic way to view this is that Republicans are not going to make any more choices that lead to short-term benefits for long-term pain. The more cynical way to view it is that they have no incentive to spur the economy before the 2024 presidential election, so it&#39;s better to pull the plug now and let the inevitable recession happen on Biden&#39;s watch rather than their own.</p><h2>Where Will Stocks Go From Here?</h2><p>If the S&amp;P 500 breaks above 4,000, it&#39;ll officially be round 3 of pivot mania after the first round in July/August and the second round in October/November. Morgan Stanley&#39;s (MS) Mike Wilson has argued for the past few months that CPI will come in below expectations, but earnings and margins will be significantly worse than the market thinks, pushing the S&amp;P 500 to around 3000. Former Treasury Secretary Larry Summers has argued that the expectations for a low-inflation economy are too optimistic. Michael Burry has argued that the US will enter recession, leading to more stimulus and another huge inflation spike. However, if you look at history, the market tends to bottom well after the Fed starts cutting rates, sometimes over a year later (this implies stocks won&#39;t bottom until 2024).</p><p>The near-term direction of stocks will be heavily influenced by the CPI report this week. There are some forces pushing inflation down, such as the popping used car bubble and the popping housing bubble. However, there are also powerful forces pushing it up, such as a weakening dollar, renewed risk appetite for stocks, and yearly cost of living boosts that come this time of year.</p><p>The Cleveland Fed&#39;s econometric model is calling for CPI of 0.1% (cheaper gas!), but a stubbornly high core CPI of 0.48%. The Fed typically pays more attention to the core. The model traditionally outperforms professional forecasters but has come in low the past couple of months, largely due to a quirk in the way CPI calculates the cost of health insurance. If the Cleveland Fed is on the money about a 0.5% month-over-month inflation report, stocks are likely to take it very harshly. Conversely, an in-line number is likely to allow stocks to continue their latest rally. However, the Fed is concerned about loosening financial conditions, so any rally in stocks may be talked back down by Fed speakers, knowing in the back of their minds that the weaker dollar and decline in rates are likely to complicate their inflation fight. If CPI comes in hotter than expected, the Fed is likely to go 50 bps at their meeting at the end of the month, and if it comes in cooler, then 25 bps is more likely. The main debate at the Fed continues to be how much inflation is transitory and how much is entrenched because it affects how high interest rates will need to go. If you think half of core inflation (excluding food and energy) is transitory, the current Fed rate of 4.5% is about right under standard econometric models (the legitimate ones, not the ones politicians like to quote). This seems low though, and assuming one-third of inflation is transitory gets you a Fed funds rate of 5.5% or higher.</p><p>For an idea of how much stocks could fall, a 15x multiple is more typical for this type of high-rate environment, which would take the S&amp;P 500 to 3400 if earnings estimates hold up at $225 and to 2900 if they don&#39;t and fall to $195. For many highly valued tech stocks and the broad market, the prospect of more Fed tightening is terrible. But for US banks and brokerages like Truist (TFC), Bank of America, and Morgan Stanley, things look better. If you have a higher risk appetite, Canadian banks like Bank of Nova Scotia (BNS) and Bank of Montreal (BMO) have more yield but more downside exposure to a recession. Insurers are interesting as well because they benefit from higher yields on their premiums, some stocks like Prudential (PRU), Travelers (TRV), Allstate (ALL), and Tokio Marine (OTCPK:TKOMY) are the subject of some nice investor debate. For a one-fund solution for bullish investors, consider the <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Small Cap S&amp;P 600 Fund (IJR).</p><h2>Key Takeaways</h2><ul><li>Investors are optimistic about Thursday&#39;s CPI report, but history and econometric models continue to suggest that inflation is not yet conquered. A hot CPI report is likely to be taken very harshly by markets.</li><li>If CPI is cooling because the economy is rolling over into recession, strategists like Morgan Stanley&#39;s Mike Wilson have suggested that investors may win the battle but lose the war in 2023.</li><li>With stocks trading for over 17x earnings while cash rates are expected to top 5%, investors aren&#39;t getting very good compensation for buying stocks–they can earn 5% risk-free.</li><li>Massive deficit spending was the key driver of the pandemic boom, but the current Republican House of Representatives is already signaling that it will put some serious pressure on government spending, while the Supreme Court is likely to dismantle the student loan pause. This could lead to a recession with little to no fiscal support. In the end, it would balance the economy and pop the asset bubbles, but the American consumer&#39;s record-spending run would be dead and gone.</li><li>If you&#39;re itching to buy stocks, I believe the financial sector is the best place to be sector-wise because of low valuations and the fact that earnings from financial stocks will benefit from interest rates being higher for longer than the market expects.</li></ul><p><i>This article is written by Logan Kane for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: Is December CPI Optimism Setting A Sneaky Bull Trap?</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\">\nSPY: Is December CPI Optimism Setting A Sneaky Bull Trap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568794-spy-is-december-cpi-optimism-setting-a-sneaky-bull-trap><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEveryone seems to be taking a good CPI report this week as a given, but history suggests inflation tends to stick around for a while!The weakening dollar, falling yields, January pay increases,...</p>\n\n<a href=\"https://seekingalpha.com/article/4568794-spy-is-december-cpi-optimism-setting-a-sneaky-bull-trap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4207":"综合性银行","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4127":"投资银行业与经纪业","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4107":"财产与意外伤害保险","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","SPY":"标普500ETF","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4162":"人寿与健康保险","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC",".DJI":"道琼斯","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD"},"source_url":"https://seekingalpha.com/article/4568794-spy-is-december-cpi-optimism-setting-a-sneaky-bull-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302082351","content_text":"SummaryEveryone seems to be taking a good CPI report this week as a given, but history suggests inflation tends to stick around for a while!The weakening dollar, falling yields, January pay increases, and fiscal cost-of-living adjustments will all push inflation up in the near term.My best guess is that inflation has another 12 months before monthly price rises are fully consistent with the Fed's 2% annual core inflation target.Even if CPI comes in soft, bears like Morgan Stanley's Michael Wilson have suggested that a weaker CPI will be accompanied by weaker earnings and weaker profit margins than expected.December CPI will be released on Thursday, January 12th at 8:30 AM Eastern Time.Markets cheered the nonfarm payrolls report on Friday, with the broad S&P 500 index (NYSEARCA:SPY) rising over 2% on the day, with a big follow through on Monday as of my writing this. It seems to me like another case of algorithms gone wild, as the move was preceded by a selloff the day before on the ADP payrolls number. These are small data points, but at stake are the larger questions of where the Fed is likely to take interest rates–and whether the U.S. economy will pull off a soft landing or descend into recession after the pandemic's money-printing binge. The marketis pricing in several rate cuts over the next 12-18 months, while the Fed has indicated they want to hike rates more. With the S&P 500 trading on the high end of its historical range at about 17.5x 2023 consensus earnings estimates of $225, the market needs to hit a parlay here. Highly valued stocks need a Fed pivot, and they need the pivot to come without an underlying collapse in earnings (i.e. a recession). This assumption will be getting a huge test this week with December CPI, released at 8:30 AM Eastern on Thursday. This data release will be key to understanding whether the current bear market in stocks will continue to grind lower or not. Markets may be overly complacent about CPI, with the optimism over CPI and the recent rally setting what could be a sneaky trap for investors.Data by YChartsIs Inflation Done? History Says Maybe NotStrategists at Bank of America (BAC) did a study in 2022 on inflationary environments in different time periods and different countries. Their question– when the rate of inflation rises above 5% annually, how long does it take for it to fall back to 2%? The Y axis here is in years, and the average is about 10 years. If you toss out countries in Southern Europe that took the longest, you're still looking at 6-12 years in many scenarios historically. The study only seems to go back to the late 1970s and early 1980s, but the post-WW2 inflationary bout didn't see US inflation return to 2% annually until 1949 (it then spiked again in the Korean War).History of Inflation (BofA)This round of inflation started in early 2021, and inflation first breached our 5% threshold in May 2021. If inflation is down to 2% annually in 6 months like many in the market believe, it would be the fastest disinflation in modern history. If we take a relatively benign parallel from the early 1990s inflation bout, we'd still be looking at 6 years.To be fair, explicitly targeting 2% inflation has only been done since the Clinton years in the US, after successful trials in some other countries a few years before. But what history clearly demonstrates is that inflation is an ongoing process that does not go away on its own, and that even with best practice it sticks around for years. Otherwise, there would be all kinds of examples of transitory inflation in history that went away after a couple of years, and there aren't. Stocks and bonds are priced assuming that inflation comes down quickly and monetary policy stays rather loose, so if this is not the case then the market will need to adjust prices downward.Why Inflation Tends To Stick AroundThere are many reasons inflation tends to stick around. Some are mechanical, and some are more behavioral.Mechanical reasons inflation sticks around are interesting, and we're about to see some of them kicking in now. The most famous is called a \"wage-price spiral\", where demands for COL increases are met by companies, who pass on prices to customers, which makes the cost of living collectively go up more. Social Security COLA increases are another example of this. For 2023 Social Security is increasing by 8.7%. Social Security alone is 5-6% of GDP, so this increase alone will increase the 2023 money supply by about 0.5%. Behavioral reasons are interesting as well, we've seen them in the housing and used car markets in recent years. When buyers buy so they can get in before prices go up even more, it causes prices to rise. This is also how asset bubbles get going, and it can work in reverse as well when the bubbles pop. Generally, businesses' expectations of future inflation tend to correlate with future inflation, and even things like basic contracts get rewritten to add annual price increases.Another reason that inflation tends to stick around is that central banks previously had a poor understanding of when inflation was truly beaten– like gardeners who simply trim weeds rather than pull the roots. In the 1970s, the Fed cut rates after inflation had superficially fallen, only to see it come back stronger than ever. Jerome Powell has repeatedly referenced this to push back against market expectations of rate cuts, but the market continues to defy him. What tends to happen is that the Fed will back off, the dollar weakens, interest rates fall, and stocks go up, all of which fuel inflation. This has all happened recently, with 10-year Treasury rates about 60 bps off their highs, the dollar down about 10% off its highs, and stocks rallying off of the lows. To this point, the rally in stocks and interest rates and the selloff in the dollar is putting upward pressure on inflation, leading to the possibility that the rally will soon be reversed. The most recent Fed minutes alluded to this, but the market still is ignoring what's right in front of it and continues to fight the Fed.Wage Inflation Is A Symptom Of A Messed-Up Economy, Not the CauseThe market obviously got very excited about the nonfarm payrolls number on Friday, but the reaction was way overdone. If you look at wage growth over the past few years, it was never a key driver of inflation. Over the last 12 months, real earnings for workers are down about 3%. This is instructive. Economist Milton Freidman quipped that inflation was \"always and everywhere a monetary phenomenon,\" and while it's not 100% true, it's the best way of thinking about the current inflation. Big wage increases and strikes are not the main driver of inflation in and of themselves, but they're an inevitable result of pumping an excessive amount of money into the economy.Just this morning, I woke up to an article that 7,000 New York City nurses are going on strike today. Some of this is healthcare industry-specific, but it follows strikes and contract renegotiations in places as far and wide as airlines, railroads, and dockworkers. The most recent nonfarm payrolls report shows a deceleration in wage gains, but the labor market continues to tighten, with payrolls rapidly outrunning population growth and the unemployment rate falling back to 3.5%. Wolf Richter took a deep dive into the payrolls report on his blog, but I thought I would share this graph to show that the weekly earnings numbers tend to be rather volatile.Average Weekly Earnings (Wolf Street)The Fed's problem here in my mind is that price increases are outrunning wages, which in turn are outrunning productivity. This is totally backwards, and it is a clear warning against the idea that we're going to have an easy soft landing for the economy. A lot of the workers entering the \"labor force\" are self-employed gig workers who were getting W-2 jobs and getting big pay increases.Data by YChartsLabor force participation overall is well below pre-pandemic levels.Data by YChartsAnd why are prices increasing faster than wages? Because consumers got a ton of stimulus money in 2021, and now are spending down savings and running up debt to continue to consume.Data by YChartsConsumers have some cushion left from pandemic savings, but when it's gone, it's gone, and probably in Q2 or Q3. The savings number is even crazier than it looks because it doesn't take into account the resumption of student loans, but it does take into account the free money to millions of Americans who refinanced their mortgages to ultra-low rates.The problem is debt, and that's how recessions always start. Middle and upper-middle-class people (and sometimes companies and governments) borrow too much money based on their expectations for the future, and when the future comes in below expectations they've got too much debt service. Same thing here– ultra-low rates caused a boom in all kinds of borrowing– personal, corporate, and government, and a lot of that money was not invested productively but rather went into meme stocks, altcoins, single-family houses in the desert, or plain old conspicuous consumption.The root cause of this inflation is massive government spending. The US ran deficits of 14.9% of GDP in 2020, 12.3% in 2021, and 5.5% in 2022. There are only two ways to deal with this, you either go to the private market and sell the debt at a market price, or you have your central bank print money to buy the debt, which almost always will lead to a bunch of inflation. This happens all the time in emerging markets, but the last congress in the US was the wildest spending congress in history. It never ends well. What's clear is that the new Congress is going to crack way down on spending. The optimistic way to view this is that Republicans are not going to make any more choices that lead to short-term benefits for long-term pain. The more cynical way to view it is that they have no incentive to spur the economy before the 2024 presidential election, so it's better to pull the plug now and let the inevitable recession happen on Biden's watch rather than their own.Where Will Stocks Go From Here?If the S&P 500 breaks above 4,000, it'll officially be round 3 of pivot mania after the first round in July/August and the second round in October/November. Morgan Stanley's (MS) Mike Wilson has argued for the past few months that CPI will come in below expectations, but earnings and margins will be significantly worse than the market thinks, pushing the S&P 500 to around 3000. Former Treasury Secretary Larry Summers has argued that the expectations for a low-inflation economy are too optimistic. Michael Burry has argued that the US will enter recession, leading to more stimulus and another huge inflation spike. However, if you look at history, the market tends to bottom well after the Fed starts cutting rates, sometimes over a year later (this implies stocks won't bottom until 2024).The near-term direction of stocks will be heavily influenced by the CPI report this week. There are some forces pushing inflation down, such as the popping used car bubble and the popping housing bubble. However, there are also powerful forces pushing it up, such as a weakening dollar, renewed risk appetite for stocks, and yearly cost of living boosts that come this time of year.The Cleveland Fed's econometric model is calling for CPI of 0.1% (cheaper gas!), but a stubbornly high core CPI of 0.48%. The Fed typically pays more attention to the core. The model traditionally outperforms professional forecasters but has come in low the past couple of months, largely due to a quirk in the way CPI calculates the cost of health insurance. If the Cleveland Fed is on the money about a 0.5% month-over-month inflation report, stocks are likely to take it very harshly. Conversely, an in-line number is likely to allow stocks to continue their latest rally. However, the Fed is concerned about loosening financial conditions, so any rally in stocks may be talked back down by Fed speakers, knowing in the back of their minds that the weaker dollar and decline in rates are likely to complicate their inflation fight. If CPI comes in hotter than expected, the Fed is likely to go 50 bps at their meeting at the end of the month, and if it comes in cooler, then 25 bps is more likely. The main debate at the Fed continues to be how much inflation is transitory and how much is entrenched because it affects how high interest rates will need to go. If you think half of core inflation (excluding food and energy) is transitory, the current Fed rate of 4.5% is about right under standard econometric models (the legitimate ones, not the ones politicians like to quote). This seems low though, and assuming one-third of inflation is transitory gets you a Fed funds rate of 5.5% or higher.For an idea of how much stocks could fall, a 15x multiple is more typical for this type of high-rate environment, which would take the S&P 500 to 3400 if earnings estimates hold up at $225 and to 2900 if they don't and fall to $195. For many highly valued tech stocks and the broad market, the prospect of more Fed tightening is terrible. But for US banks and brokerages like Truist (TFC), Bank of America, and Morgan Stanley, things look better. If you have a higher risk appetite, Canadian banks like Bank of Nova Scotia (BNS) and Bank of Montreal (BMO) have more yield but more downside exposure to a recession. Insurers are interesting as well because they benefit from higher yields on their premiums, some stocks like Prudential (PRU), Travelers (TRV), Allstate (ALL), and Tokio Marine (OTCPK:TKOMY) are the subject of some nice investor debate. For a one-fund solution for bullish investors, consider the iShares Small Cap S&P 600 Fund (IJR).Key TakeawaysInvestors are optimistic about Thursday's CPI report, but history and econometric models continue to suggest that inflation is not yet conquered. A hot CPI report is likely to be taken very harshly by markets.If CPI is cooling because the economy is rolling over into recession, strategists like Morgan Stanley's Mike Wilson have suggested that investors may win the battle but lose the war in 2023.With stocks trading for over 17x earnings while cash rates are expected to top 5%, investors aren't getting very good compensation for buying stocks–they can earn 5% risk-free.Massive deficit spending was the key driver of the pandemic boom, but the current Republican House of Representatives is already signaling that it will put some serious pressure on government spending, while the Supreme Court is likely to dismantle the student loan pause. This could lead to a recession with little to no fiscal support. In the end, it would balance the economy and pop the asset bubbles, but the American consumer's record-spending run would be dead and gone.If you're itching to buy stocks, I believe the financial sector is the best place to be sector-wise because of low valuations and the fact that earnings from financial stocks will benefit from interest rates being higher for longer than the market expects.This article is written by Logan Kane for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960658313,"gmtCreate":1668147853432,"gmtModify":1676538020772,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960658313","repostId":"1178544119","repostType":4,"repost":{"id":"1178544119","pubTimestamp":1668145895,"share":"https://ttm.financial/m/news/1178544119?lang=&edition=fundamental","pubTime":"2022-11-11 13:51","market":"sh","language":"en","title":"China Eases Quarantine, Flight Bans in Covid Zero Pivot","url":"https://stock-news.laohu8.com/highlight/detail?id=1178544119","media":"Bloomberg","summary":"Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors h","content":"<html><head></head><body><ul><li>Move is biggest pullback in strict Covid Zero playbook yet</li><li>Chinese assets rose on news as investors hope for reopening</li></ul><p>China reduced the amount of time travelers and close contacts of infected people must spend in quarantine, a significant calibration of the Covid Zero policy.</p><p>Travelers into China will be required to spend five days in a hotel or government quarantine facility, followed by three days confined to home, according to a National Health Commission statement Friday. The current rules require 10 days quarantine in total, with a week in a hotel then three days at home.</p><p>The same shortened quarantine length will now also be applied to close contacts of infected people, minimizing the disruptive practice of contact-tracing that has seen millions thrown into centralized facilities when officials race to stamp out spread. Close contacts of close contacts will now no longer be identified, added the statement.</p><p>In a further boon to international travel links, a controversial system that penalizes airlines for bringing virus cases into the country will also be scrapped, the statement said.</p><p>Bloomberg News reported in October and November that officials were discussing these changes.</p><p>The suite of changes is the furthest-reaching overhaul of China’s virus approach since the pandemic began, and potentially marks the beginning of the country’s move to rejoin a world that’s living with the virus. Chinese stock gauges extended a rally on the news, while the yuan strengthened and commodities surged.</p><p>The Friday statement included a number of other eased guidelines: only one pre-departure PCR test will be required now for travelers attempting to enter China, down from two. And when faced with outbreaks, local officials are being asked to avoid city-wide mass testing, unless transmission chains are unclear.</p><p>The shift comes as China’s top leadership body issued instructions for a more targeted, decisive approach to Covid on Thursday, raising hopes that the country is pivoting away from a strategy that’s exacted an enormous social and economic toll.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Eases Quarantine, Flight Bans in Covid Zero Pivot</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\">\nChina Eases Quarantine, Flight Bans in Covid Zero Pivot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors hope for reopeningChina reduced the amount of time travelers and close contacts of infected people ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","HSI":"恒生指数","000001.SH":"上证指数",".SPX":"S&P 500 Index","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178544119","content_text":"Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors hope for reopeningChina reduced the amount of time travelers and close contacts of infected people must spend in quarantine, a significant calibration of the Covid Zero policy.Travelers into China will be required to spend five days in a hotel or government quarantine facility, followed by three days confined to home, according to a National Health Commission statement Friday. The current rules require 10 days quarantine in total, with a week in a hotel then three days at home.The same shortened quarantine length will now also be applied to close contacts of infected people, minimizing the disruptive practice of contact-tracing that has seen millions thrown into centralized facilities when officials race to stamp out spread. Close contacts of close contacts will now no longer be identified, added the statement.In a further boon to international travel links, a controversial system that penalizes airlines for bringing virus cases into the country will also be scrapped, the statement said.Bloomberg News reported in October and November that officials were discussing these changes.The suite of changes is the furthest-reaching overhaul of China’s virus approach since the pandemic began, and potentially marks the beginning of the country’s move to rejoin a world that’s living with the virus. Chinese stock gauges extended a rally on the news, while the yuan strengthened and commodities surged.The Friday statement included a number of other eased guidelines: only one pre-departure PCR test will be required now for travelers attempting to enter China, down from two. And when faced with outbreaks, local officials are being asked to avoid city-wide mass testing, unless transmission chains are unclear.The shift comes as China’s top leadership body issued instructions for a more targeted, decisive approach to Covid on Thursday, raising hopes that the country is pivoting away from a strategy that’s exacted an enormous social and economic toll.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914254625,"gmtCreate":1665292568367,"gmtModify":1676537584030,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914254625","repostId":"1197842233","repostType":4,"repost":{"id":"1197842233","pubTimestamp":1665278678,"share":"https://ttm.financial/m/news/1197842233?lang=&edition=fundamental","pubTime":"2022-10-09 09:24","market":"us","language":"en","title":"Elon Musk: \"Aren’t You Entertained?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1197842233","media":"Financial Times","summary":"Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5b46ff3c33be5ce8a2e8c863b83fb923\" tg-width=\"1160\" tg-height=\"870\" referrerpolicy=\"no-referrer\"/></p><p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.</p><p>We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.</p><p>In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.</p><p>Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.</p><p>For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.</p><p>Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.</p><p>In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.</p><p>Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.</p><p>A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.</p><p>Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”</p><p>It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.</p><p>I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”</p><p>Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.</p><p>At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.</p><blockquote>It’s important that people die. How long would you have liked Stalin to live?</blockquote><p>Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.</p><p>Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.</p><p>He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.</p><p>Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“</p><p>Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”</p><p>The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.</p><p>We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.</p><p>He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“</p><p>Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”</p><blockquote>I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them</blockquote><p>Musk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“</p><p>He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.</p><p>Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.</p><p>There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.</p><p>It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.</p><p>On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?</p><p>We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.</p><p>I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.</p><p><b>Menu</b></p><p>Fonda San Miguel</p><p>2330 W N Loop Blvd, Austin, Texas 78756</p><p>House frozen margarita $10</p><p>Modelo Especial beer $6</p><p>House rocks margarita $10</p><p>Spicy sauce $0.50</p><p>Angels on horseback (shrimp with cheese) $18.95</p><p>Cordero lamb chops $24.95</p><p>Mixiote slow-cooked lamb $38.95</p><p>Chile en nogada (chillies in a walnut sauce) $38.95</p><p>Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95</p><p>Total inc tax $198.37</p></body></html>","source":"lsy1580170736413","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: \"Aren’t You Entertained?\"</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: \"Aren’t You Entertained?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-09 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, ...</p>\n\n<a href=\"https://www.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a\">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.ft.com/content/5ef14997-982e-4f03-8548-b5d67202623a","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197842233","content_text":"Dinner with Elon Musk begins with a drive in a Tesla. I am seated in the back, next to X, the billionaire’s two-and-a-half-year-old son. It’s around 7pm in Austin, and X is, as one would expect, cranky.We had set off to Fonda San Miguel, Musk’s favourite Mexican restaurant, after a visit with an FT colleague to the Tesla Gigafactory on the banks of the Colorado river.In this massive site Musk is producing the Y electric SUVs, the latest model in the Tesla collection that has catapulted him to the top of the world’s rich list (net worth: $232bn). Musk, with X perched on his shoulders, had proudly shown off the factory floor as he periodically raged against sluggish investment in lithium refining, which is desperately needed to ease battery shortages around the world.Musk’s security chief, the designated driver, comes to the rescue with a milk bottle that soothes X to sleep by the time we reach the restaurant.For the next couple of hours, I am better acquainted with the curious character of Elon Musk, the engineer and the visionary, the billionaire and the disrupter, the agitator and the troublemaker.Defying armies of sceptics, including myself (full disclosure: until my family rebelled against me and bought a Tesla Model 3 and I started driving it, I was convinced the company would go bankrupt), Musk has built Tesla into a more than $700bn market cap business and forced the car industry to speed up the shift to electric vehicles. Not prone to modesty, Musk estimates he may have accelerated the “advent of sustainable energy” by “10, maybe even 20 years”.In just over a decade, he has also transformed the commercial space industry and the economics of space, racing ahead of rivals in building a reusable rocket that can carry passengers. Nasa has picked his Starship to land astronauts on the moon over the next few years. It is now worth around $125bn. One day, or so Musk is convinced, it will be used to colonise Mars.Musk is a maverick too, a serial tweeter to his more than 100mn followers who flouts convention, revels in outrageous outbursts, fights with regulators and staff, and taunts competitors. He has regular run-ins with the Securities and Exchange Commission: he was fined and forced to give up his chairmanship of Tesla over 2018 tweets in which he claimed to have secured funding to take Tesla private, statements that a US judge later described as having been made “recklessly”.A recent lawsuit accuses Musk of running a pyramid scheme to prop up dogecoin, a cryptocurrency that is, literally, based on a joke — an internet meme of a Japanese dog. Dogecoin has predictably crashed but Musk’s enthusiasm has not: he twins his black jeans with a black T-shirt featuring an image of the dog.Why does a serious guy with serious ideas indulge in silly Twitter games that could also cost his followers dearly? “Aren’t you entertained?” Musk roars with laughter. “I play the fool on Twitter and often shoot myself in the foot and cause myself all sorts of trouble . . . I don’t know, I find it vaguely therapeutic to express myself on Twitter. It’s a way to get messages out to the public.”It is fair to say that Musk is obsessed with Twitter, so much so that he’s been embroiled in an epic on/off buyout of the platform that has captivated Wall Street and the tech industry for months. Twitter sued Musk (and he sued back) after he backed out of a $44bn acquisition deal he made in April, accusing the social media company of under-reporting the number of bots on the platform. This week, and just before his scheduled deposition, Musk changed his mind. He now says he wants to buy Twitter again.I had asked over dinner whether his original offer had been a bad joke. “Twitter is certainly an invitation to increase your pain level,” he says. “I guess I must be a masochist . . . ” But he makes no secret that his interest in the company has never been primarily financial: “I’m not doing Twitter for the money. It’s not like I’m trying to buy some yacht and I can’t afford it. I don’t own any boats. But I think it’s important that people have a maximally trusted and inclusive means of exchanging ideas and that it should be as trusted and transparent as possible.” The alternative, he says, is a splintering of debate into different social-media bubbles, as evidenced by Donald Trump’s Truth Social network. “It [Truth Social] is essentially a rightwing echo chamber. It might as well be called Trumpet.”Musk doesn’t eat lunch, possibly because an unflattering picture in a swimsuit taken on a yacht in Mykonos went viral over the summer. Since then, he has been on a diet.At Fonda San Miguel, a teeming Mexican restaurant that promises a regional culinary experience, he is a familiar dinner customer. He orders a frozen margarita (he calls it a slushy with alcohol) and I order a beer. Musk looks around. “There’s a good buzz in this restaurant,” he says approvingly, and suggests to the waiter that they serve us some of their specialities. Musk is telling me that companies are like children when the first plates land on the table: the lamb chops in a pepper sauce, and shrimp with cheese and jalapeños. The food is “epic”, Musk gasps.It’s important that people die. How long would you have liked Stalin to live?Musk is capricious, but he sees himself as a problem solver, and the problem is everything from the potential end of life on Earth to climate change and even traffic (his Boring company is building tunnels). Recently, he has dreamt up his own (rather unhelpful) peace plan for ending Russia’s war in Ukraine. Born and raised in South Africa in a well-to-do family, he landed in California after studying economics and physics in Canada and Pennsylvania. One of his first big ideas was well ahead of its time: he wanted to revolutionise banking. He merged an online payments business he co-founded with another company in what became PayPal. When PayPal was sold to eBay, he used the money to start SpaceX and invest in Tesla.Ageing strikes me as the only threat to humans that he is not attempting to resolve, though another company he founded, Neuralink, is designing chips that will be implanted in the brain to restore sensory and motor function. Musk is very exercised about population decline, and claims to be doing his part to populate Earth by having 10 children (from various partners), including, it was recently reported, twins with an executive at Neuralink.He scoffs when I inquire if there are other children he has fathered — “I’m pretty sure there are no other babies looming” — and he dismisses the wild rumours that he has bought a fertility clinic to support his production of babies. Some friends, he reveals, have indeed suggested he should have 500 kids, but that would be a “bit weird”. Referring to himself, aged 51, as an “autumn chicken”, he says he may have more children, but only to the extent that he can be a good father to them. Nonetheless, he predicts that “the current trend for most countries is that civilisation will not die with a bang, it will die with a whimper in adult diapers”. But he says ageing should not be solved. “It’s important that people die. How long would you have liked Stalin to live?” That is a good point.Musk’s bigger worry is the preservation of life beyond Earth. His solution is to populate Mars. “Something will happen to Earth eventually, it’s just a question of time. Eventually the sun will expand and destroy all life on Earth, so we do need to move at some point, or at least be a multi-planet species,” he says. “You have to ask the question: do we want to be a space-flying civilisation and a multi-planet species or not?” I’m not sure what I think but Musk is emphatic. “It’s a question of what percentage of resources should we devote to such an endeavour? I think if you say 1 per cent of resources, that’s probably a reasonable amount.“Would Musk himself join the pioneering colony on Mars? “Especially if I’m getting old, I’ll do it. Why not?” he says. But how useful would he be to Mars if he’s too old? “I think there’s some non-trivial chance of dying, so I’d prefer to take that chance when I’m a bit older, and see my kids grow up. Rather than right now, where little X is only two-and-a-half. I think he’d miss me.”The table is too small for the large plates we are sharing as a second course: a slow-cooked lamb that melts in the mouth, chillies in a walnut-based sauce and shrimp in creamy chipotle sauce. Musk is right: it is the best Mexican food I’ve ever had.We turn to his views on government and politics and the Twitter Musk appears, the more emotional, unrestrained persona that comes across in his frenetic posts. He is lauding billionaires as the most efficient stewards of capital, best placed to decide on the allocation of social benefits. “If the alternative steward of capital is the government, that is actually not going to be to the benefit of the people,” says Musk.He is railing against Joe Biden for being in thrall to the unions but also daring to snub him. “He [Biden] had an electric vehicle summit at the White House and deliberately didn’t invite Tesla last year. Then to follow it up, to add insult to injury, at a big event he said that GM was leading the electric car revolution, in the same quarter that GM shipped 26 electric cars and we shipped 300,000. Does that seem fair to you?“Until recently Musk voted Democrat, although he is now more on the Republican side, or perhaps floating somewhere in between. He says he is considering setting up “the Super Moderate Super Pac” to support candidates with moderate views. He makes a point of telling me that he doesn’t hate Trump, even if he has clashed with him, and insists Biden is simply too old to run for a second term in office. “You don’t want to be too far from the average age of the population because it’s going to be very difficult to stay in touch . . . Maybe one generation away from the average age is OK, but two generations? At the point where you’ve got great-grandchildren, I don’t know, how in touch with the people are you? Is it even possible to be?”I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of themMusk has a dystopian view of the left’s influence on America, which helps explain his wild pursuit of Twitter to liberate free speech. He blames the fact that his teenage daughter no longer wants to be associated with him on the supposed takeover of elite schools and universities by neo-Marxists. “It’s full-on communism . . . and a general sentiment that if you’re rich, you’re evil,” says Musk. “It [the relationship] may change, but I have very good relationships with all the others [children]. Can’t win them all.“He also has a dim view of regulators, whom he sees as bureaucrats justifying their jobs by going after high-profile targets like him. He seems to be in a constant feud with one regulator or another, whether it’s over his own pronouncements or over the treatment of staff. Musk is unabashed about driving his employees hard. He was bullied as a child (and has also spoken of emotional abuse by his father) but is now sometimes accused of bullying others. He shoots back: if anyone is unhappy working for him, they should work elsewhere because “they’re not chained to the company, it’s voluntary”.Does he ever think he’s above the law? That’s utter nonsense, he tells me: “I’m subject to literally a million laws and regulations and I obey almost 99.99 per cent of them. It’s only when I think the law is contrary to the interest of the people that I have an issue.” I wonder if he means the interest of Elon Musk.There are some topics that amuse Musk, eliciting prolonged laughter, and other questions that are met with deliberate silence before he speaks. The longest silence follows my question about China and the risk to Tesla’s Shanghai factory, which produces between 30 per cent and 50 per cent of Tesla’s total production. Musk has been an admirer of as well as an investor in China. But he is not immune to the gathering US-China tensions or the risk of a Chinese takeover of Taiwan. Musk says Beijing has made clear its disapproval of his recent rollout of Starlink, SpaceX’s satellite communications system, in Ukraine to help the military circumvent Russia’s cut-off of the internet. He says Beijing sought assurances that he would not sell Starlink in China. Musk reckons that conflict over Taiwan is inevitable but he is quick to point out that he won’t be alone in suffering the consequences. Tesla will be caught up in any conflict, he says, though, curiously, he seems to assume that the Shanghai factory will still be able to supply to customers in China, but not anywhere else. “Apple would be in very deep trouble, that’s for sure . . . ” he adds, not to mention the global economy, which he estimates, with precision, will take a 30 per cent hit.It may be Musk’s realisation that business decisions can no longer be made without regard to security and geopolitics — or perhaps it’s simply an arrogant belief that he has all the answers — that now leads him to offer his own solutions to the world’s most complex geopolitical problems. “My recommendation . . . would be to figure out a special administrative zone for Taiwan that is reasonably palatable, probably won’t make everyone happy. And it’s possible, and I think probably, in fact, that they could have an arrangement that’s more lenient than Hong Kong.” I doubt his proposal will be taken up.On Ukraine too, he has advocated a compromise with Russia that has earned him ridicule in Kyiv, where Starlink had made him a hero until now. He launched his peace plan in a poll on Twitter and suggested that Crimea, which Russia invaded in 2014 and later annexed, should simply be given away to Russia. Volodymyr Zelenskyy, the Ukrainian president, shot back with his own Twitter poll: which Elon Musk do you like more, he asked, the one who supports Ukraine or the one who supports Russia?We are over an hour into dinner and Musk is in a hurry, having scheduled a call with his SpaceX team. We skip dessert and I ask for the bill, only to find out it’s already been settled by Musk’s security chief. Musk ignores my protestations that he is flouting Lunch with the FT convention: “You’re indebted to me for life,” he jokes. We head back to the car that is taking him to a private airport to board his jet and he suggests we continue our conversation on the way.I find X exactly where I left him, in his car seat, but he’s more cheerful after his nap. He is cooing as he watches videos of rockets on his iPad while his dad discusses rockets with his team. Suddenly, I notice that the car is driving itself, as if to dispel the doubts I had expressed about Tesla’s self-driving prospects. “It can get to the airport without intervention,” says Musk. Alarmed, I put my seatbelt on. Musk could be a magician, but he could also be wrong.MenuFonda San Miguel2330 W N Loop Blvd, Austin, Texas 78756House frozen margarita $10Modelo Especial beer $6House rocks margarita $10Spicy sauce $0.50Angels on horseback (shrimp with cheese) $18.95Cordero lamb chops $24.95Mixiote slow-cooked lamb $38.95Chile en nogada (chillies in a walnut sauce) $38.95Camarones crema chipotle (shrimp in a spicy chipotle sauce) $34.95Total inc tax $198.37","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934280557,"gmtCreate":1663254860780,"gmtModify":1676537237891,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9934280557","repostId":"2267526431","repostType":4,"repost":{"id":"2267526431","pubTimestamp":1663255388,"share":"https://ttm.financial/m/news/2267526431?lang=&edition=fundamental","pubTime":"2022-09-15 23:23","market":"us","language":"en","title":"Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2267526431","media":"Motley Fool","summary":"Berkshire Hathaway has added eight new stock positions to its portfolio this year, but the most promising could be one of the smaller positions.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> has added eight new stocks to its portfolio in 2022, according to the company&#39;s SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in <b>Occidental Petroleum</b> (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire&#39;s investments in <b>HP </b>(NYSE: HPQ) and <b>Citigroup</b> (NYSE: C) have also been discussed extensively in the investing community.</p><p>While these have been the headline investments Berkshire Hathaway has made during this year&#39;s market downturn, of the new stocks added to Berkshire&#39;s closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.</p><h2>Here&#39;s my favorite out of Berkshire&#39;s newest stock positions</h2><p>In the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company <b>Markel</b> to its portfolio. In the second quarter, Berkshire&#39;s stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company&#39;s outstanding shares.</p><p>To be sure, we don&#39;t know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire&#39;s standards, a $600 million investment is small and could have come from one of the others.</p><p>Having said that, Markel is a perfect fit for Buffett&#39;s investment style. For one thing, Buffett <i>loves</i> insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire&#39;s other insurance operations to acquire businesses and common stocks.</p><p>Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.</p><h2>A mini-Berkshire with a key advantage</h2><p>Perhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett&#39;s approach to its investment strategy.</p><p>If you&#39;re not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel&#39;s combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel&#39; underwriting profit margin has been 4.5%.</p><p>This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies&#39; profits comes from investing the float, or the premiums collected but not yet paid out for claims.</p><p>In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.</p><p>Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel&#39;s largest stock position is none other than Berkshire Hathaway. Other top positions include <b>Brookfield Asset Management</b> (NYSE: BAM), <b>Alphabet </b>(NASDAQ: GOOG)(NASDAQ: GOOGL), and <b>Home Depot</b> (NYSE: HD), just to name a few.</p><p>Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.</p><h2>A near-perfect fit for Berkshire&#39;s portfolio</h2><p>In a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch</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\">\nWarren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","C":"花旗","OXY":"西方石油","BAM":"布鲁克菲尔德资产管理","GOOGL":"谷歌A","MKL":"Markel Corp","HPQ":"惠普","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267526431","content_text":"Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in Occidental Petroleum (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire's investments in HP (NYSE: HPQ) and Citigroup (NYSE: C) have also been discussed extensively in the investing community.While these have been the headline investments Berkshire Hathaway has made during this year's market downturn, of the new stocks added to Berkshire's closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.Here's my favorite out of Berkshire's newest stock positionsIn the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company Markel to its portfolio. In the second quarter, Berkshire's stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company's outstanding shares.To be sure, we don't know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire's standards, a $600 million investment is small and could have come from one of the others.Having said that, Markel is a perfect fit for Buffett's investment style. For one thing, Buffett loves insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire's other insurance operations to acquire businesses and common stocks.Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.A mini-Berkshire with a key advantagePerhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett's approach to its investment strategy.If you're not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel's combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel' underwriting profit margin has been 4.5%.This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies' profits comes from investing the float, or the premiums collected but not yet paid out for claims.In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel's largest stock position is none other than Berkshire Hathaway. Other top positions include Brookfield Asset Management (NYSE: BAM), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), and Home Depot (NYSE: HD), just to name a few.Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.A near-perfect fit for Berkshire's portfolioIn a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904279931,"gmtCreate":1660060555226,"gmtModify":1703477445636,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904279931","repostId":"1146749001","repostType":2,"repost":{"id":"1146749001","pubTimestamp":1660145460,"share":"https://ttm.financial/m/news/1146749001?lang=&edition=fundamental","pubTime":"2022-08-10 23:31","market":"other","language":"en","title":"Is TQQQ A Buy After A 25% Rally In The Last Month?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146749001","media":"Seeking Alpha","summary":"SummaryTQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.Whi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.</li><li>While I missed the rally, I still think we could see lower prices and a better entry point in the future.</li><li>This is primarily due to the rich valuation of the largest components of the underlying QQQ ETF.</li></ul><p>Since I wrote my last article on the ProShares UltraPro QQQ ETF (NASDAQ:TQQQ) a little more than a month ago, the broader markets have rallied, leading to an approximate 25% return from the last week of June. I&#39;m maintaining a hold fornow, but the last month shows the power of the triple-leveraged exchange-traded funds (&#34;ETFs&#34;) if you have some skill (or luck, take your pick) on the short-term timing of the market. The other possibility is that you lose all those gains in a week as you feel the other side of the double-edged sword that are leveraged ETFs.</p><p><b>Investment Thesis</b></p><p>TQQQ has stayed on my watchlist for all of 2022, as I intend to hold my nose and buy a small position if the market selloff worsens. While TQQQ isn&#39;t suitable for a large position, it could be an interesting way for investors to play a rebound in large-cap growth. I would rather be late to buy TQQQ than early, but it is hard to know when that is. While the markets have rallied as of late, the valuations on the major components of the ETF make me think we could see better prices to buy TQQQ ahead.</p><p><b>Top 10 Holdings</b></p><p>Most of you are familiar with the top 10 holdings of TQQQ. There has been some shuffling in 2022 due to some stocks being hit harder than others. For the most part, the top 10 is made up of the tech giants like Apple (AAPL) and Microsoft (MSFT).</p><p><img src=\"https://static.tigerbbs.com/32f0785a885a0d65f1c95431c66719c2\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>QQQ Top 10 (proshares.com)</p><p><b>Apple &amp; Microsoft</b></p><p>I will be writing full articles on these two blue-chip tech giants at some point in the next couple of weeks, but my opinion on these two companies really hasn&#39;t changed much, even after the most recent quarterly earnings. I held positions in both in the past, but I&#39;m pretty much neutral on both with the current valuations. Because these two companies make up nearly a quarter of the ETF, they will be huge drivers of returns moving forward. If shares continue to bounce back like they have in the last month, with both up double digits, TQQQ should be just fine. If shares of Apple and Microsoft suffer, that will have an outsized impact on TQQQ, even if the rest of the stocks are performing better.</p><p><b>Amazon</b></p><p>Amazon.com, Inc. (AMZN) shares have had an even better run than Apple or Microsoft in the last month, as shares have jumped almost 30%. While I haven&#39;t had much of a chance to dig into the most recent quarterly report yet, Amazon is the last big tech company I own. There is a lot of debate on the valuation, but I think it is attractive right now. As long as the advertising and AWS segments keep humming along, I will continue to own shares. They have been investing in the other segments of the business, which should pay off over the next couple of years.</p><p><b>Tesla, Google &amp; Facebook</b></p><p>These three companies in the top 10 holdings are the tech companies that I have no interest in owning. The reasoning is different for all three, but I will keep this section brief. Tesla (TSLA) is the public company that most closely resembles a circus in my mind, with a P.T. Barnum-like character at the top in Elon Musk. I also have some nagging questions on their financials, stock sales, as well as other problems that keep me out of Tesla. Despite my caution on Tesla, the stock has rallied more than 30% in the last month.</p><p>Google (GOOG,GOOGL) and Facebook/Meta Platforms (META) have both had smaller rallies in the last month. Outside of the valuation and margin profile, there isn&#39;t much that I like about either company, to be honest. I don&#39;t like the companies, I don&#39;t like their histories, I don&#39;t like their operations, and I don&#39;t like their founders. I know that these opinions might not be popular, but I would rather invest in other companies for a variety of reasons.</p><p><b>Nvidia</b></p><p>NVIDIA Corporation (NVDA) is the one company on the top 10 list that I have been looking closer at lately. Like Amazon and Tesla, Nvidia has seen a huge rally in the last month (30%). The valuation is still rich, but it has come down significantly from its peak in late 2021. I don&#39;t think it&#39;s a buy yet, but with the potential of the business over the next decade, Nvidia will be a stock that stays on my watchlist permanently. As far as the semiconductor industry goes, Nvidia is recognized as an innovator for several different areas, including crypto, gaming, and data centers, and the future looks bright to me.</p><p><b>Pepsi &amp; Costco</b></p><p>PepsiCo, Inc. (PEP) and Costco (COST) are not tech companies like the others in the top 10 holdings, but they are also richly valued. They are up slightly over the last month. Both companies are trading well above their average multiples, and well above what I would consider fair value for a company growing at those rates. You can count on stable and growing dividends from both, but I would rather be selling both stocks than buying them.</p><p><b>Conclusion</b></p><p>TQQQ has rallied hard over the last month. While I want to own the ETF at some point, I&#39;m not trying to be on the wrong end of a leveraged ETF because it can get ugly in a hurry. The top 10 is dominated by the large tech giants, but I think most of the companies are still too expensive to go long here. I am bullish on Amazon, and I like Nvidia as well, while that valuation is still expensive, so I&#39;m hoping for a lower entry point. The rest of the top 10 isn&#39;t appealing to me for various reasons. I plan to write up a handful of the top 10 in more detail at some point in the near future, but when it comes to TQQQ, I&#39;m still waiting for the fear and capitulation sign that I&#39;m looking for.</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>Is TQQQ A Buy After A 25% Rally In The Last Month?</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\">\nIs TQQQ A Buy After A 25% Rally In The Last Month?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531573-is-tqqq-a-buy-after-a-25-percent-rally-in-the-last-month?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.While I missed the rally, I still think we could see lower prices and a better entry point in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531573-is-tqqq-a-buy-after-a-25-percent-rally-in-the-last-month?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF"},"source_url":"https://seekingalpha.com/article/4531573-is-tqqq-a-buy-after-a-25-percent-rally-in-the-last-month?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146749001","content_text":"SummaryTQQQ has enjoyed a large rebound as broader markets have had a good run in the last month.While I missed the rally, I still think we could see lower prices and a better entry point in the future.This is primarily due to the rich valuation of the largest components of the underlying QQQ ETF.Since I wrote my last article on the ProShares UltraPro QQQ ETF (NASDAQ:TQQQ) a little more than a month ago, the broader markets have rallied, leading to an approximate 25% return from the last week of June. I'm maintaining a hold fornow, but the last month shows the power of the triple-leveraged exchange-traded funds (\"ETFs\") if you have some skill (or luck, take your pick) on the short-term timing of the market. The other possibility is that you lose all those gains in a week as you feel the other side of the double-edged sword that are leveraged ETFs.Investment ThesisTQQQ has stayed on my watchlist for all of 2022, as I intend to hold my nose and buy a small position if the market selloff worsens. While TQQQ isn't suitable for a large position, it could be an interesting way for investors to play a rebound in large-cap growth. I would rather be late to buy TQQQ than early, but it is hard to know when that is. While the markets have rallied as of late, the valuations on the major components of the ETF make me think we could see better prices to buy TQQQ ahead.Top 10 HoldingsMost of you are familiar with the top 10 holdings of TQQQ. There has been some shuffling in 2022 due to some stocks being hit harder than others. For the most part, the top 10 is made up of the tech giants like Apple (AAPL) and Microsoft (MSFT).QQQ Top 10 (proshares.com)Apple & MicrosoftI will be writing full articles on these two blue-chip tech giants at some point in the next couple of weeks, but my opinion on these two companies really hasn't changed much, even after the most recent quarterly earnings. I held positions in both in the past, but I'm pretty much neutral on both with the current valuations. Because these two companies make up nearly a quarter of the ETF, they will be huge drivers of returns moving forward. If shares continue to bounce back like they have in the last month, with both up double digits, TQQQ should be just fine. If shares of Apple and Microsoft suffer, that will have an outsized impact on TQQQ, even if the rest of the stocks are performing better.AmazonAmazon.com, Inc. (AMZN) shares have had an even better run than Apple or Microsoft in the last month, as shares have jumped almost 30%. While I haven't had much of a chance to dig into the most recent quarterly report yet, Amazon is the last big tech company I own. There is a lot of debate on the valuation, but I think it is attractive right now. As long as the advertising and AWS segments keep humming along, I will continue to own shares. They have been investing in the other segments of the business, which should pay off over the next couple of years.Tesla, Google & FacebookThese three companies in the top 10 holdings are the tech companies that I have no interest in owning. The reasoning is different for all three, but I will keep this section brief. Tesla (TSLA) is the public company that most closely resembles a circus in my mind, with a P.T. Barnum-like character at the top in Elon Musk. I also have some nagging questions on their financials, stock sales, as well as other problems that keep me out of Tesla. Despite my caution on Tesla, the stock has rallied more than 30% in the last month.Google (GOOG,GOOGL) and Facebook/Meta Platforms (META) have both had smaller rallies in the last month. Outside of the valuation and margin profile, there isn't much that I like about either company, to be honest. I don't like the companies, I don't like their histories, I don't like their operations, and I don't like their founders. I know that these opinions might not be popular, but I would rather invest in other companies for a variety of reasons.NvidiaNVIDIA Corporation (NVDA) is the one company on the top 10 list that I have been looking closer at lately. Like Amazon and Tesla, Nvidia has seen a huge rally in the last month (30%). The valuation is still rich, but it has come down significantly from its peak in late 2021. I don't think it's a buy yet, but with the potential of the business over the next decade, Nvidia will be a stock that stays on my watchlist permanently. As far as the semiconductor industry goes, Nvidia is recognized as an innovator for several different areas, including crypto, gaming, and data centers, and the future looks bright to me.Pepsi & CostcoPepsiCo, Inc. (PEP) and Costco (COST) are not tech companies like the others in the top 10 holdings, but they are also richly valued. They are up slightly over the last month. Both companies are trading well above their average multiples, and well above what I would consider fair value for a company growing at those rates. You can count on stable and growing dividends from both, but I would rather be selling both stocks than buying them.ConclusionTQQQ has rallied hard over the last month. While I want to own the ETF at some point, I'm not trying to be on the wrong end of a leveraged ETF because it can get ugly in a hurry. The top 10 is dominated by the large tech giants, but I think most of the companies are still too expensive to go long here. I am bullish on Amazon, and I like Nvidia as well, while that valuation is still expensive, so I'm hoping for a lower entry point. The rest of the top 10 isn't appealing to me for various reasons. I plan to write up a handful of the top 10 in more detail at some point in the near future, but when it comes to TQQQ, I'm still waiting for the fear and capitulation sign that I'm looking for.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966994107,"gmtCreate":1669371204809,"gmtModify":1676538190179,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966994107","repostId":"2285389313","repostType":4,"repost":{"id":"2285389313","pubTimestamp":1669363313,"share":"https://ttm.financial/m/news/2285389313?lang=&edition=fundamental","pubTime":"2022-11-25 16:01","market":"us","language":"en","title":"3 Stocks You'll Be Thankful to Own in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2285389313","media":"Motley Fool","summary":"Buy these three stocks while they're still on sale.","content":"<html><head></head><body><p>Turkey day is here, and that means that 2023 isn&#39;t far around the corner.</p><p>While you&#39;re celebrating the holidays with friends and family, it&#39;s also a good time of year to get your financial house in order. Though 2022 has been a year to forget for most investors, savvy investors know that bear markets present buying opportunities. So this could be a great time to put some extra money or end-of-the-year bonuses to work.</p><p>Let&#39;s take a look at three stocks that look set to bounce back in 2023.</p><h2>1. A recession-proof travel stock?</h2><p><b>Airbnb</b> has disrupted the travel sector by making an industry out of home-sharing, and the company dominates that segment of the travel industry with an estimated 74% market share.</p><p>Airbnb, after all, is a verb and noun, and it&#39;s come to mean any type of home-share, even if it&#39;s not an Airbnb listing.</p><p>In 2022, the business has boomed as travel has recovered and Covid restrictions have come down. In its most recent quarter, revenue jumped 29% to $2.9 billion, and GAAP net income soared 46% to $1.2 billion as margins benefited from the seasonal peak of the travel season.</p><p>Despite that performance, the stock has lagged throughout the year, down 43% year to date.</p><p>Investors seem to fear a coming recession and believe that Airbnb stock may be overvalued even with its strong growth rate. However, the company is better positioned than its travel peers. In fact, Airbnb was born during the peak of the financial crisis.</p><p>The company&#39;s business model is highly flexible compared to traditional hotel chains, and its inventory shifts according to economic demand. For example, management said that single-room listings increased 31% in the third quarter as people around the world looked for a way to cope with high inflation. That growth in inventory will help the company over the long term and ensure that it will be able to offer affordable places for travelers to stay. Often, a single-room listing will beat the price of a competing hotel room, making Airbnb a good option for budget travelers.</p><p>If the company can continue to grow and gain market share through the potential recession, it will emerge even better equipped to take advantage of the opportunity in travel and experiences valued at well over $1 trillion.</p><h2>2. A shaken search giant</h2><p>Like Airbnb, <b>Alphabet</b> is another top dog that&#39;s taken a dive this year.</p><p>Shares of the Google parent have tumbled as growth has dramatically slowed following its own pandemic boom. Revenue increased just 6% in its most recent quarter as macroeconomic headwinds caught up with the advertising industry.</p><p>The company doesn&#39;t see any new competition in its industry. In fact, advertising demand seems to be shifting from social to search because of <b>Apple&#39;s </b>ad-targeting restrictions, and Alphabet&#39;s ad revenue outgrew rival Meta, the Facebook parent, in the third quarter.</p><p>Advertising is often one of the first expenses to get cut when businesses fear a recession as they expect consumers to cut back on spending and look to trim their own budgets. But advertising is cyclical. It will recover once the economy begins to expand again.</p><p>Alphabet has been through this cycle twice before, in the financial crisis and during the pandemic, and both times it&#39;s made a robust recovery. There&#39;s no reason to expect anything different this time around. Once the business starts to accelerate, its current price-to-earnings ratio of 19 is likely to look like a bargain.</p><h2>3. A tech giant with fixable problems</h2><p><b>Amazon</b> is facing challenges at every turn, it seems. So far this year, its growth rate has shrunk to just single digits, the company has shuttered once-promising concepts like Amazon Care, it&#39;s canceled or closed dozens of warehouses, and it just announced plans to lay off roughly 10,000 corporate workers. Now, even Amazon&#39;s once-impeccable customer satisfaction scores are slipping.</p><p>As a result, the stock is down 45% year to date and has now given back roughly all of its pandemic-era gains when the e-commerce business was booming, and it was posting record profits.</p><p>Despite those challenges, Amazon has the means to get back on track, and its competitive advantages like Prime membership, fast delivery, its third-party marketplace, and others are just as strong as they were a year ago.</p><p>Amazon made errors, including overestimating the trajectory of e-commerce demand coming out of the pandemic. But taking steps to control costs, such as laying off employees, closing warehouses, and pulling back spending on unprofitable items like Amazon Care and Alexa, will show up on the bottom line.</p><p>Meanwhile, Amazon Web Services remains a profit machine, on track for close to $25 billion in operating income this year. Its e-commerce business should get back to profitability as it rebalances costs and benefits from a high-margin advertising business that is approaching $40 billion in annual revenue.</p><p>On a price-to-sales basis, the stock is as cheap as it&#39;s been in eight years before investors were aware of AWS&#39;s potential. While its growth rate may slow down now that annual revenue is set to top $500 billion, the company still has a lot of room to ramp up profits. With the cost-cutting moves it&#39;s making now, it should see a sharp improvement on the bottom line in 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks You'll Be Thankful to Own in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks You'll Be Thankful to Own in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/24/3-stocks-youll-be-thankful-to-own-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Turkey day is here, and that means that 2023 isn't far around the corner.While you're celebrating the holidays with friends and family, it's also a good time of year to get your financial house in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/24/3-stocks-youll-be-thankful-to-own-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","AMZN":"亚马逊","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/11/24/3-stocks-youll-be-thankful-to-own-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285389313","content_text":"Turkey day is here, and that means that 2023 isn't far around the corner.While you're celebrating the holidays with friends and family, it's also a good time of year to get your financial house in order. Though 2022 has been a year to forget for most investors, savvy investors know that bear markets present buying opportunities. So this could be a great time to put some extra money or end-of-the-year bonuses to work.Let's take a look at three stocks that look set to bounce back in 2023.1. A recession-proof travel stock?Airbnb has disrupted the travel sector by making an industry out of home-sharing, and the company dominates that segment of the travel industry with an estimated 74% market share.Airbnb, after all, is a verb and noun, and it's come to mean any type of home-share, even if it's not an Airbnb listing.In 2022, the business has boomed as travel has recovered and Covid restrictions have come down. In its most recent quarter, revenue jumped 29% to $2.9 billion, and GAAP net income soared 46% to $1.2 billion as margins benefited from the seasonal peak of the travel season.Despite that performance, the stock has lagged throughout the year, down 43% year to date.Investors seem to fear a coming recession and believe that Airbnb stock may be overvalued even with its strong growth rate. However, the company is better positioned than its travel peers. In fact, Airbnb was born during the peak of the financial crisis.The company's business model is highly flexible compared to traditional hotel chains, and its inventory shifts according to economic demand. For example, management said that single-room listings increased 31% in the third quarter as people around the world looked for a way to cope with high inflation. That growth in inventory will help the company over the long term and ensure that it will be able to offer affordable places for travelers to stay. Often, a single-room listing will beat the price of a competing hotel room, making Airbnb a good option for budget travelers.If the company can continue to grow and gain market share through the potential recession, it will emerge even better equipped to take advantage of the opportunity in travel and experiences valued at well over $1 trillion.2. A shaken search giantLike Airbnb, Alphabet is another top dog that's taken a dive this year.Shares of the Google parent have tumbled as growth has dramatically slowed following its own pandemic boom. Revenue increased just 6% in its most recent quarter as macroeconomic headwinds caught up with the advertising industry.The company doesn't see any new competition in its industry. In fact, advertising demand seems to be shifting from social to search because of Apple's ad-targeting restrictions, and Alphabet's ad revenue outgrew rival Meta, the Facebook parent, in the third quarter.Advertising is often one of the first expenses to get cut when businesses fear a recession as they expect consumers to cut back on spending and look to trim their own budgets. But advertising is cyclical. It will recover once the economy begins to expand again.Alphabet has been through this cycle twice before, in the financial crisis and during the pandemic, and both times it's made a robust recovery. There's no reason to expect anything different this time around. Once the business starts to accelerate, its current price-to-earnings ratio of 19 is likely to look like a bargain.3. A tech giant with fixable problemsAmazon is facing challenges at every turn, it seems. So far this year, its growth rate has shrunk to just single digits, the company has shuttered once-promising concepts like Amazon Care, it's canceled or closed dozens of warehouses, and it just announced plans to lay off roughly 10,000 corporate workers. Now, even Amazon's once-impeccable customer satisfaction scores are slipping.As a result, the stock is down 45% year to date and has now given back roughly all of its pandemic-era gains when the e-commerce business was booming, and it was posting record profits.Despite those challenges, Amazon has the means to get back on track, and its competitive advantages like Prime membership, fast delivery, its third-party marketplace, and others are just as strong as they were a year ago.Amazon made errors, including overestimating the trajectory of e-commerce demand coming out of the pandemic. But taking steps to control costs, such as laying off employees, closing warehouses, and pulling back spending on unprofitable items like Amazon Care and Alexa, will show up on the bottom line.Meanwhile, Amazon Web Services remains a profit machine, on track for close to $25 billion in operating income this year. Its e-commerce business should get back to profitability as it rebalances costs and benefits from a high-margin advertising business that is approaching $40 billion in annual revenue.On a price-to-sales basis, the stock is as cheap as it's been in eight years before investors were aware of AWS's potential. While its growth rate may slow down now that annual revenue is set to top $500 billion, the company still has a lot of room to ramp up profits. With the cost-cutting moves it's making now, it should see a sharp improvement on the bottom line in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914891459,"gmtCreate":1665219946271,"gmtModify":1676537575173,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914891459","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","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":1665186683,"share":"https://ttm.financial/m/news/2273833362?lang=&edition=fundamental","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" 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>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</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\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\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\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4211":"区域性银行","BK4551":"寇图资本持仓","ISBC":"投资者银行","BK4508":"社交媒体","BK4527":"明星科技股","TSLA":"特斯拉","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915221829,"gmtCreate":1665052697061,"gmtModify":1676537549744,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4112410321254552","authorIdStr":"4112410321254552"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915221829","repostId":"2273387298","repostType":4,"repost":{"id":"2273387298","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":1665045975,"share":"https://ttm.financial/m/news/2273387298?lang=&edition=fundamental","pubTime":"2022-10-06 16:46","market":"us","language":"en","title":"Pinterest, Ford, Shell, Costco And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2273387298","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Goldman Sachs analyst Eric Sheridan upgraded <b>Pinterest </b>(NYSE:PINS) to Buy from Neutral with a price target of $31, up from $24. Pinterest shares rose 3.7% to $25.55 in aftermarket trading Thursday.</li></ul><ul><li><b>Shell</b> (NYSE:SHEL) said on Thursday its third-quarter profits would be pressured by a near halving of oil refining margins, crumbling chemical margins and weaker natural gas trading. Shell shares slid 4.4% to $51.64 in premarket trading Thursday.</li></ul><ul><li><b>Costco Wholesale Corporation</b> (NASDAQ:COST) reported an 8.5% year-over-year surge in comparable sales for September. Its net sales for the retail month of September, the five weeks ended October 2, 2022, jumped 10.1% year-over-year to $21.46 billion during the month. Costco shares rose 0.1% to $480.80 in the pre-market trading Thursday.</li></ul><ul><li><b>Ford Motor Company</b> (NYSE:F) is reportedly raising the price of its electric truck F-150 Lightning Pro for its 2023 model by close to 11%, in a bid to soften the hit from ongoing supply chain snags and decades-high inflation, Reuters reported. Ford shares fell 0.7% to $12.42 in pre-market trading Thursday.</li></ul><ul><li>Wall Street expects <b>Constellation Brands, Inc.</b> (NYSE:STZ) to report quarterly earnings at $2.81 per share on revenue of $2.51 billion before the opening bell. Constellation Brands shares rose 1.1% to $238.45 in after-hours trading Wednesday.</li></ul><ul><li>Analysts are expecting <b>Conagra Brands, Inc.</b> (NYSE:CAG) to have earned $0.52 per share on revenue of $2.85 billion for the latest quarter. The company will release earnings before the markets open. Conagra shares gained 0.3% to $33.90 in after-hours trading Wednesday.</li></ul><ul><li>Analysts expect <b>McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to post quarterly earnings at $0.94 per share on revenue of $1.78 billion before the opening bell. McCormick shares fell 1.1% to $72.50 in after-hours trading Wednesday.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest, Ford, Shell, Costco And More: U.S. Stocks To Watch</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\">\nPinterest, Ford, Shell, Costco And More: U.S. Stocks To Watch\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\">2022-10-06 16:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Goldman Sachs analyst Eric Sheridan upgraded <b>Pinterest </b>(NYSE:PINS) to Buy from Neutral with a price target of $31, up from $24. Pinterest shares rose 3.7% to $25.55 in aftermarket trading Thursday.</li></ul><ul><li><b>Shell</b> (NYSE:SHEL) said on Thursday its third-quarter profits would be pressured by a near halving of oil refining margins, crumbling chemical margins and weaker natural gas trading. Shell shares slid 4.4% to $51.64 in premarket trading Thursday.</li></ul><ul><li><b>Costco Wholesale Corporation</b> (NASDAQ:COST) reported an 8.5% year-over-year surge in comparable sales for September. Its net sales for the retail month of September, the five weeks ended October 2, 2022, jumped 10.1% year-over-year to $21.46 billion during the month. Costco shares rose 0.1% to $480.80 in the pre-market trading Thursday.</li></ul><ul><li><b>Ford Motor Company</b> (NYSE:F) is reportedly raising the price of its electric truck F-150 Lightning Pro for its 2023 model by close to 11%, in a bid to soften the hit from ongoing supply chain snags and decades-high inflation, Reuters reported. Ford shares fell 0.7% to $12.42 in pre-market trading Thursday.</li></ul><ul><li>Wall Street expects <b>Constellation Brands, Inc.</b> (NYSE:STZ) to report quarterly earnings at $2.81 per share on revenue of $2.51 billion before the opening bell. Constellation Brands shares rose 1.1% to $238.45 in after-hours trading Wednesday.</li></ul><ul><li>Analysts are expecting <b>Conagra Brands, Inc.</b> (NYSE:CAG) to have earned $0.52 per share on revenue of $2.85 billion for the latest quarter. The company will release earnings before the markets open. Conagra shares gained 0.3% to $33.90 in after-hours trading Wednesday.</li></ul><ul><li>Analysts expect <b>McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to post quarterly earnings at $0.94 per share on revenue of $1.78 billion before the opening bell. McCormick shares fell 1.1% to $72.50 in after-hours trading Wednesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAG":"康尼格拉","STZ":"星座品牌","COST":"好市多","F":"福特汽车","SHEL":"SHELL PLC SPON ADS EACH REPR 2 ORD SHS","PINS":"Pinterest, Inc.","MKC":"味好美"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273387298","content_text":"With US stock futures trading slightly lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Goldman Sachs analyst Eric Sheridan upgraded Pinterest (NYSE:PINS) to Buy from Neutral with a price target of $31, up from $24. Pinterest shares rose 3.7% to $25.55 in aftermarket trading Thursday.Shell (NYSE:SHEL) said on Thursday its third-quarter profits would be pressured by a near halving of oil refining margins, crumbling chemical margins and weaker natural gas trading. Shell shares slid 4.4% to $51.64 in premarket trading Thursday.Costco Wholesale Corporation (NASDAQ:COST) reported an 8.5% year-over-year surge in comparable sales for September. Its net sales for the retail month of September, the five weeks ended October 2, 2022, jumped 10.1% year-over-year to $21.46 billion during the month. Costco shares rose 0.1% to $480.80 in the pre-market trading Thursday.Ford Motor Company (NYSE:F) is reportedly raising the price of its electric truck F-150 Lightning Pro for its 2023 model by close to 11%, in a bid to soften the hit from ongoing supply chain snags and decades-high inflation, Reuters reported. Ford shares fell 0.7% to $12.42 in pre-market trading Thursday.Wall Street expects Constellation Brands, Inc. (NYSE:STZ) to report quarterly earnings at $2.81 per share on revenue of $2.51 billion before the opening bell. Constellation Brands shares rose 1.1% to $238.45 in after-hours trading Wednesday.Analysts are expecting Conagra Brands, Inc. (NYSE:CAG) to have earned $0.52 per share on revenue of $2.85 billion for the latest quarter. The company will release earnings before the markets open. Conagra shares gained 0.3% to $33.90 in after-hours trading Wednesday.Analysts expect McCormick & Company, Incorporated (NYSE:MKC) to post quarterly earnings at $0.94 per share on revenue of $1.78 billion before the opening bell. McCormick shares fell 1.1% to $72.50 in after-hours trading Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}