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03-22

yes just hold. the dilution is free of interest expense. nothing to worry

03-18

$SUPER MICRO COMPUTER INC(SMCI)$ yes it's will cross ath 1229 convincingly

03-04

$SUPER MICRO COMPUTER INC(SMCI)$ my target price is $1700 including split shares if any

02-16

$SUPER MICRO COMPUTER INC(SMCI)$

2023-06-14

Cant wait for the rollout

Tesla's Cybertruck Spotted In Californian Roads Under Camouflage: Here's What Elon Musk Has To Say

2023-05-23

To the moon

Sorry, the original content has been removed

2023-05-23

Way to go palantir

Palantir: Fortunes Will Be Made

2023-05-22

I am in

AMD Stock: Can Advanced Micro Devices Really Soar 40% From Here?

2023-05-10

Replying to @Iinus:Big surprise indeed//@Iinus:Good set of results and market takem by surprise. Management needs to control and manage sbc

@MaverickWealthBuilder:Will Palantir experience another round of volatility?

2023-04-04

[Happy]

Sorry, the original content has been removed

2023-04-04

Excellent

Tesla Record Lifts Norway’s EV Sales Share to All-Time High

2023-04-01

Good read

US Semiconductor Index Hits Highest in Nearly a Year on Hopes for Industry Turn

2023-04-01

Roce is rarely used by fundamental analyst

Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now

2023-04-01

Excellent short report

Sorry, the original content has been removed

2023-04-01

Good read

Sorry, the original content has been removed

2023-03-31

Good read

Sorry, the original content has been removed

2023-03-30

Excellent

China’s JD.com Proposes Separate HK Listings for Two Units

2023-03-29

I Read twice

Sorry, the original content has been removed

2023-03-29

[Happy]

Sorry, the original content has been removed

2023-03-28

Sweet

Cathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform

Go to Tiger App to see more news

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just hold. the dilution is free of interest expense. nothing to worry","listText":"yes just hold. the dilution is free of interest expense. nothing to worry","text":"yes just hold. the dilution is free of interest expense. nothing to worry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287117274407160","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285694219874520,"gmtCreate":1710755674541,"gmtModify":1710755678471,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> yes it's will cross ath 1229 convincingly","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> yes it's will cross ath 1229 convincingly","text":"$SUPER MICRO COMPUTER INC(SMCI)$ yes it's will cross ath 1229 convincingly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285694219874520","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280673027784928,"gmtCreate":1709548805000,"gmtModify":1709548807900,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> my target price is $1700 including split shares if any","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> my target price is $1700 including split shares if any","text":"$SUPER MICRO COMPUTER INC(SMCI)$ my target price is $1700 including split shares if any","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280673027784928","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274653250560160,"gmtCreate":1708091808729,"gmtModify":1708091813374,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/dde10b0b67c03840668d438948b6f94d","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274653250560160","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187143989285040,"gmtCreate":1686728934517,"gmtModify":1686728938740,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Cant wait for the rollout","listText":"Cant wait for the rollout","text":"Cant wait for the rollout","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187143989285040","repostId":"1196354614","repostType":2,"repost":{"id":"1196354614","pubTimestamp":1686727381,"share":"https://ttm.financial/m/news/1196354614?lang=&edition=fundamental","pubTime":"2023-06-14 15:23","market":"us","language":"en","title":"Tesla's Cybertruck Spotted In Californian Roads Under Camouflage: Here's What Elon Musk Has To Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1196354614","media":"Benzinga","summary":"ZINGER KEY POINTSFirst deliveries of Tesla's next-big vehicle, the Cybertruck, is widely expected la","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p><strong>First deliveries of Tesla&#39;s next-big vehicle, the Cybertruck, is widely expected later this year.</strong></p></li><li><p><strong>An analyst sees the EV bring the same positive impact that the Model Y did for Tesla in 2020-21 timer</strong></p></li></ul><p style=\"text-align: start;\">The imminent launch of the<strong> Cybertruck </strong>is one factor that has driven <strong>Tesla, Inc.</strong> stock solidly higher in recent sessions. Information shared by a Twitter user hints the electric vehicle maker&#39;s highly-anticipated product could be moving closer to commercialization.</p><p style=\"text-align: start;\"><strong>What Happened: </strong>Multiple shots of a camouflaged Cybertruck that was driving through Palo Alto roads were shared by a user on the Cybertruckownersclub.com forum.</p><p style=\"text-align: start;\">When a Tesla influencer shared the photos on Twitter, Tesla CEO <strong>Elon Musk </strong>said, &#34;Good thing we used camo lol.&#34; This should put to rest some of the doubts regarding the photos having been generated by CGI.</p><blockquote>Good thing we used camo lol— Elon Musk (@elonmusk) </blockquote><blockquote>June 14, 2023</blockquote><p>The Tesla influencer also shared a video of the camouflaged Cybertruck being driven by Tesla engineers through the In-N-Out Burger drive-through. Responding to the tweet, Musk said, “It&#39;s a tradition.”</p><blockquote>It&#39;s a tradition— Elon Musk (@elonmusk) </blockquote><blockquote>June 14, 2023</blockquote><p style=\"text-align: start;\">This prompted a comment regarding delivery start timing from the Tesla influencer. &#34;So, end of September still looking good for the delivery event then?&#34; he asked.</p><p style=\"text-align: start;\">Another user wondered whether this was a tradition when a vehicle has been finalized before production.</p><p><strong>Why It&#39;s Important:</strong> As Tesla shares have taken off in a big way, these positive updates about Cybertruck could give them a further lift. Tesla fans have been hyping the company’s Cybertruck launch as the iPhone moment for the car maker.</p><p style=\"text-align: start;\">Fund manager <strong>Gary Black</strong> recently tweeted that the fourth-quarter Cybertruck deliveries launch is reminiscent of the Model Y launch in 2020-21. While noting that the Model Y significantly expanded Tesla&#39;s total addressable market as it entered the rapidly growing crossover utility vehicle segment, Black said the same will be true with the Cybertruck in 2024 in the EV delivery pickup truck market.</p><p style=\"text-align: start;\">He noted that Tesla shares jumped 743% in 2020 as estimates soared on the back of the Model Y launch. He said that a repeat of the staggering gains might not be likely as some of the 2020 gains came due to the COVID-19 recession that led the Fed to inject monetary policy stimulus. The fund manager, however, expects meaningful stock price appreciation driven by the Cybertruck launch.</p><p style=\"text-align: start;\">Tesla closed Tuesday&#39;s session 3.55% higher at $258.71.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Cybertruck Spotted In Californian Roads Under Camouflage: Here's What Elon Musk Has To Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Cybertruck Spotted In Californian Roads Under Camouflage: Here's What Elon Musk Has To Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 15:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/23/06/32849348/teslas-cybertruck-spotted-in-californian-roads-under-camouflage-heres-what-elon-mus><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSFirst deliveries of Tesla's next-big vehicle, the Cybertruck, is widely expected later this year.An analyst sees the EV bring the same positive impact that the Model Y did for Tesla ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/23/06/32849348/teslas-cybertruck-spotted-in-californian-roads-under-camouflage-heres-what-elon-mus\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/23/06/32849348/teslas-cybertruck-spotted-in-californian-roads-under-camouflage-heres-what-elon-mus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196354614","content_text":"ZINGER KEY POINTSFirst deliveries of Tesla's next-big vehicle, the Cybertruck, is widely expected later this year.An analyst sees the EV bring the same positive impact that the Model Y did for Tesla in 2020-21 timerThe imminent launch of the Cybertruck is one factor that has driven Tesla, Inc. stock solidly higher in recent sessions. Information shared by a Twitter user hints the electric vehicle maker's highly-anticipated product could be moving closer to commercialization.What Happened: Multiple shots of a camouflaged Cybertruck that was driving through Palo Alto roads were shared by a user on the Cybertruckownersclub.com forum.When a Tesla influencer shared the photos on Twitter, Tesla CEO Elon Musk said, \"Good thing we used camo lol.\" This should put to rest some of the doubts regarding the photos having been generated by CGI.Good thing we used camo lol— Elon Musk (@elonmusk) June 14, 2023The Tesla influencer also shared a video of the camouflaged Cybertruck being driven by Tesla engineers through the In-N-Out Burger drive-through. Responding to the tweet, Musk said, “It's a tradition.”It's a tradition— Elon Musk (@elonmusk) June 14, 2023This prompted a comment regarding delivery start timing from the Tesla influencer. \"So, end of September still looking good for the delivery event then?\" he asked.Another user wondered whether this was a tradition when a vehicle has been finalized before production.Why It's Important: As Tesla shares have taken off in a big way, these positive updates about Cybertruck could give them a further lift. Tesla fans have been hyping the company’s Cybertruck launch as the iPhone moment for the car maker.Fund manager Gary Black recently tweeted that the fourth-quarter Cybertruck deliveries launch is reminiscent of the Model Y launch in 2020-21. While noting that the Model Y significantly expanded Tesla's total addressable market as it entered the rapidly growing crossover utility vehicle segment, Black said the same will be true with the Cybertruck in 2024 in the EV delivery pickup truck market.He noted that Tesla shares jumped 743% in 2020 as estimates soared on the back of the Model Y launch. He said that a repeat of the staggering gains might not be likely as some of the 2020 gains came due to the COVID-19 recession that led the Fed to inject monetary policy stimulus. The fund manager, however, expects meaningful stock price appreciation driven by the Cybertruck launch.Tesla closed Tuesday's session 3.55% higher at $258.71.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970461377,"gmtCreate":1684832455200,"gmtModify":1684832460357,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970461377","repostId":"2337766976","repostType":2,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970461952,"gmtCreate":1684832415277,"gmtModify":1684832419926,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Way to go palantir","listText":"Way to go palantir","text":"Way to go palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970461952","repostId":"2337766976","repostType":2,"repost":{"id":"2337766976","pubTimestamp":1684797876,"share":"https://ttm.financial/m/news/2337766976?lang=&edition=fundamental","pubTime":"2023-05-23 07:24","market":"us","language":"en","title":"Palantir: Fortunes Will Be Made","url":"https://stock-news.laohu8.com/highlight/detail?id=2337766976","media":"seekingalpha","summary":"Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of i","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d6e647cdc251bec62f9ee28b3838531\" alt=\"Scott Olson\" title=\"Scott Olson\" tg-width=\"750\" tg-height=\"504\"/><span>Scott Olson</span></p><p>Palantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business and create additional shareholder value along the way. Add to this the fact that major bearish arguments against investing in Palantir have become less relevant since the business is now profitable while stock-based compensations decrease with each year, and it becomes obvious that there’s nothing not to like about the company at this stage. Considering all of this, I continue to hold a long position in Palantir and believe that the company’s growth story is far from over despite all the challenges that its business is currently facing.</p><h2>Palantir’s Growth Story Is Far From Over</h2><p>Earlier this month, Palantir unveiled its Q1 earnings report which showed that the company’s growth story is far from over. Despite the macroeconomic challenges, the company managed to increase its customer count by 41% Y/Y and closed 64 deals that were worth at least $1 million each. This has helped to improve the overall sales as Palantir’s revenue of $525.19 million during the quarter was up 17.8% Y/Y and above the estimates by $19.25 million. At the same time, Q1 has also become the second profitable quarter in a row and the management expects this trend to continue for the rest of the year.</p><p>There are several reasons why Palantir managed to report great results, and why it’s likely that it will be able to retain its momentum and continue to create additional shareholder value along the way. First of all, the company has started to scale its cloud-based software deployment solution Apollo, which itself became a standalone product only last year, by closing its first $1 million deal for it in Q1. With a total addressable market of over $1 trillion by the end of the decade, Palantir has everything going for it to capture some portion of the ever-growing cloud market thanks to the help of Apollo in the following years.</p><p>At the same time, in addition to the growing commercial business that generated $236 million in revenues in Q1, which is an increase of 15% Y/Y, Palantir is also likely to continue to receive new awards from various federal agencies due to the uniqueness of its software solutions. In Q1 alone, Palantir’s government revenues increased by 20% Y/Y to $289 million and thanks to the successful performance of its solutions on the battlefield in Ukraine, there are reasons to believe that the company’s platforms for the defense sector would remain in high demand in the foreseeable future.</p><p>In my other articles on Palantir, I’ve already noted how the company was spying on the Russian army on the eve of the invasion of Ukraine at the beginning of 2022 and how there was an indication that the business’s software is actively and successfully used on the battlefield by the Ukrainian army. Earlier this year, Palantir’s CEO Alex Karp admitted that the company’s software is indeed used for the targeting by Ukraine, while the company’s CTO Shyam Sankar in the latest conference call spoke publicly about his recent visit to the war-torn country by stating the following:</p><blockquote>This past February, overlapping with our last earnings call, I had the opportunity to visit Ukraine and witness the incredible speed with which the Ukrainian forces were able to employ AI on the battlefield. It was clear that the future has already arrived.</blockquote><p>This indicates that Palantir is not only able to help Ukraine repel the Russian invasion, but that its latest AI solutions are already being tested on a battlefield in real-time. Thanks to this, Palantir is likely to extend its lead in AI development over its competitors and help the company gain an edge in understanding how AI solutions could revolutionize software for government and commercial uses.</p><p>In his latest letter to the shareholders, Alex Karp stated that Palantir is about to unveil its new artificial intelligence platform to select customers this month, which would enable enterprises to leverage the power of large language models on their own datasets. The letter also indicates that there’s an organic interest in the new product and the company is currently mobilizing its sales teams to extend the potential reach of the new platform in the future. If successful, Palantir’s new AI platform could be a game changer for the overall business as the company could be ahead of others in AI development thanks to the fact that its solutions are already tested on a real battlefield.</p><p>Therefore, by having negotiation and pricing power due to the uniqueness and effectiveness of its software solutions, Palantir has everything going for it to continue to scale its business and create additional value at the same time for years to come. Add to this the fact that Palantir’s management expects the business to remain profitable for the rest of the year and grow its sales at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.</p><h2>What’s Palantir’s Real Worth?</h2><p>With all of those growth opportunities, Palantir’s shares have everything going for them to keep the momentum going. The only question that remains is whether the upside is big enough to justify opening a position at the current levels. After all, my previous DCF model from late February showed that Palantir’s fair value is $9.03 per share, which is already below the market price due to the latest rally. To figure this out, I’ve updated the model below to better reflect Palantir’s performance in Q1 and the company’s potential improvement of its overall financials in the future.</p><p>The top-line growth rate expectations are mostly in-line with the street and management expectations for the next couple of years after which the annual revenue growth rate is capped at 25%. Considering that before 2022 Palantir’s management was expecting to grow the business by at least 30% annually through 2025, it makes sense to expect a growth of 25% in the future due to the potential improvement of the macroeconomic environment thanks to the beginning of the disinflationary processes. The expectations for earnings have been slightly improved as well since the latest earnings report showed that Palantir can exceed expectations thanks to the low-cost and high-margin nature of its business. All the other assumptions in the model mostly remained the same as before.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f436aa3100a5827213d0dc3353fa2c1b\" tg-width=\"640\" tg-height=\"315\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>The updated model shows Palantir’s enterprise value to be $17.8 billion while its fair value is $9.23 per share, above the previous estimates but below the current market price.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7482e6701fbd3b3c79a79583c1052ebc\" tg-width=\"640\" tg-height=\"139\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p></p><p>Even though at first it might seem like Palantir is now overvalued after the latest rally, I remain bullish about the company in the long run and believe that several other things need to be considered in addition to the valuation argument.</p><p>First of all, even in the current environment, Palantir is able to grow at an aggressive rate and if the macro environment improves next year, then the company would have an opportunity to improve its top-line growth rate even more. In such a scenario, this would lead to the upward revision of revenue assumptions and a subsequent improvement of fair value calculations. At the same time, if the disinflationary process accelerates and the Fed decides to cut rates next year, then the cost of capital for Palantir would also decrease and lead to a greater fair value as well.</p><p>On top of that, Palantir remains a growth stock that rarely trades close to its fair value during good times. Therefore, if the macroeconomic environment improves, then there’s a case to be made that Palantir’s shares would be able to aggressively appreciate and disconnect from its fundamentals as was the case before 2022 during the good times.</p><h2>Risks To Consider</h2><p>Considering the bullish argument that was presented above, the only major risk to Palantir’s growth story is the lasting unfavorable macroeconomic environment that has already destroyed the shareholder value last year and could suppress growth in the following quarters. If that’s the case, then fundamentals would outweigh various growth opportunities and kill the stock’s momentum that would result in its depreciation in the short to near term.</p><p>Other than that, there are no other major risks that could make it harder for Palantir to achieve its goals. The company is already profitable and is expected to remain so in the current environment, while the Y/Y decreases of stock-based compensation expenses each year indicate that the biggest bearish argument against investing in Palantir becomes irrelevant with each passing quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/245c50c3a039d286c9da5453f44dae7b\" tg-width=\"640\" tg-height=\"166\"/></p><p>Palantir&#39;s Financials (Palantir)</p><p></p><h2>The Bottom Line</h2><p>Palantir’s successful performance in Q1 along with the expected further scaling of its business at an aggressive rate in the following years indicates that the company’s growth story is far from over. If the macroeconomic environment improves in the following quarters, then there’s a case to be made that Palantir’s shares would be able to appreciate even more as the uniqueness and the effectiveness of the company’s solutions in the enterprise software market would continue to give it an edge over others and outweigh the risks.</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>Palantir: Fortunes Will Be Made</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\">\nPalantir: Fortunes Will Be Made\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-23 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business ...</p>\n\n<a href=\"https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念"},"source_url":"https://seekingalpha.com/article/4606337-palantir-fortunes-will-be-made","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2337766976","content_text":"Scott OlsonPalantir (NYSE:PLTR) has all the chances to retain its momentum and extend the rally of its stock as the company is about to release its new AI platform that could help scale the business and create additional shareholder value along the way. Add to this the fact that major bearish arguments against investing in Palantir have become less relevant since the business is now profitable while stock-based compensations decrease with each year, and it becomes obvious that there’s nothing not to like about the company at this stage. Considering all of this, I continue to hold a long position in Palantir and believe that the company’s growth story is far from over despite all the challenges that its business is currently facing.Palantir’s Growth Story Is Far From OverEarlier this month, Palantir unveiled its Q1 earnings report which showed that the company’s growth story is far from over. Despite the macroeconomic challenges, the company managed to increase its customer count by 41% Y/Y and closed 64 deals that were worth at least $1 million each. This has helped to improve the overall sales as Palantir’s revenue of $525.19 million during the quarter was up 17.8% Y/Y and above the estimates by $19.25 million. At the same time, Q1 has also become the second profitable quarter in a row and the management expects this trend to continue for the rest of the year.There are several reasons why Palantir managed to report great results, and why it’s likely that it will be able to retain its momentum and continue to create additional shareholder value along the way. First of all, the company has started to scale its cloud-based software deployment solution Apollo, which itself became a standalone product only last year, by closing its first $1 million deal for it in Q1. With a total addressable market of over $1 trillion by the end of the decade, Palantir has everything going for it to capture some portion of the ever-growing cloud market thanks to the help of Apollo in the following years.At the same time, in addition to the growing commercial business that generated $236 million in revenues in Q1, which is an increase of 15% Y/Y, Palantir is also likely to continue to receive new awards from various federal agencies due to the uniqueness of its software solutions. In Q1 alone, Palantir’s government revenues increased by 20% Y/Y to $289 million and thanks to the successful performance of its solutions on the battlefield in Ukraine, there are reasons to believe that the company’s platforms for the defense sector would remain in high demand in the foreseeable future.In my other articles on Palantir, I’ve already noted how the company was spying on the Russian army on the eve of the invasion of Ukraine at the beginning of 2022 and how there was an indication that the business’s software is actively and successfully used on the battlefield by the Ukrainian army. Earlier this year, Palantir’s CEO Alex Karp admitted that the company’s software is indeed used for the targeting by Ukraine, while the company’s CTO Shyam Sankar in the latest conference call spoke publicly about his recent visit to the war-torn country by stating the following:This past February, overlapping with our last earnings call, I had the opportunity to visit Ukraine and witness the incredible speed with which the Ukrainian forces were able to employ AI on the battlefield. It was clear that the future has already arrived.This indicates that Palantir is not only able to help Ukraine repel the Russian invasion, but that its latest AI solutions are already being tested on a battlefield in real-time. Thanks to this, Palantir is likely to extend its lead in AI development over its competitors and help the company gain an edge in understanding how AI solutions could revolutionize software for government and commercial uses.In his latest letter to the shareholders, Alex Karp stated that Palantir is about to unveil its new artificial intelligence platform to select customers this month, which would enable enterprises to leverage the power of large language models on their own datasets. The letter also indicates that there’s an organic interest in the new product and the company is currently mobilizing its sales teams to extend the potential reach of the new platform in the future. If successful, Palantir’s new AI platform could be a game changer for the overall business as the company could be ahead of others in AI development thanks to the fact that its solutions are already tested on a real battlefield.Therefore, by having negotiation and pricing power due to the uniqueness and effectiveness of its software solutions, Palantir has everything going for it to continue to scale its business and create additional value at the same time for years to come. Add to this the fact that Palantir’s management expects the business to remain profitable for the rest of the year and grow its sales at a double-digit rate, and it becomes obvious that the company’s growth story is far from over.What’s Palantir’s Real Worth?With all of those growth opportunities, Palantir’s shares have everything going for them to keep the momentum going. The only question that remains is whether the upside is big enough to justify opening a position at the current levels. After all, my previous DCF model from late February showed that Palantir’s fair value is $9.03 per share, which is already below the market price due to the latest rally. To figure this out, I’ve updated the model below to better reflect Palantir’s performance in Q1 and the company’s potential improvement of its overall financials in the future.The top-line growth rate expectations are mostly in-line with the street and management expectations for the next couple of years after which the annual revenue growth rate is capped at 25%. Considering that before 2022 Palantir’s management was expecting to grow the business by at least 30% annually through 2025, it makes sense to expect a growth of 25% in the future due to the potential improvement of the macroeconomic environment thanks to the beginning of the disinflationary processes. The expectations for earnings have been slightly improved as well since the latest earnings report showed that Palantir can exceed expectations thanks to the low-cost and high-margin nature of its business. All the other assumptions in the model mostly remained the same as before.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)The updated model shows Palantir’s enterprise value to be $17.8 billion while its fair value is $9.23 per share, above the previous estimates but below the current market price.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)Even though at first it might seem like Palantir is now overvalued after the latest rally, I remain bullish about the company in the long run and believe that several other things need to be considered in addition to the valuation argument.First of all, even in the current environment, Palantir is able to grow at an aggressive rate and if the macro environment improves next year, then the company would have an opportunity to improve its top-line growth rate even more. In such a scenario, this would lead to the upward revision of revenue assumptions and a subsequent improvement of fair value calculations. At the same time, if the disinflationary process accelerates and the Fed decides to cut rates next year, then the cost of capital for Palantir would also decrease and lead to a greater fair value as well.On top of that, Palantir remains a growth stock that rarely trades close to its fair value during good times. Therefore, if the macroeconomic environment improves, then there’s a case to be made that Palantir’s shares would be able to aggressively appreciate and disconnect from its fundamentals as was the case before 2022 during the good times.Risks To ConsiderConsidering the bullish argument that was presented above, the only major risk to Palantir’s growth story is the lasting unfavorable macroeconomic environment that has already destroyed the shareholder value last year and could suppress growth in the following quarters. If that’s the case, then fundamentals would outweigh various growth opportunities and kill the stock’s momentum that would result in its depreciation in the short to near term.Other than that, there are no other major risks that could make it harder for Palantir to achieve its goals. The company is already profitable and is expected to remain so in the current environment, while the Y/Y decreases of stock-based compensation expenses each year indicate that the biggest bearish argument against investing in Palantir becomes irrelevant with each passing quarter.Palantir's Financials (Palantir)The Bottom LinePalantir’s successful performance in Q1 along with the expected further scaling of its business at an aggressive rate in the following years indicates that the company’s growth story is far from over. If the macroeconomic environment improves in the following quarters, then there’s a case to be made that Palantir’s shares would be able to appreciate even more as the uniqueness and the effectiveness of the company’s solutions in the enterprise software market would continue to give it an edge over others and outweigh the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970549093,"gmtCreate":1684755208117,"gmtModify":1684755212890,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"I am in","listText":"I am in","text":"I am in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970549093","repostId":"2336298495","repostType":2,"repost":{"id":"2336298495","pubTimestamp":1684754166,"share":"https://ttm.financial/m/news/2336298495?lang=&edition=fundamental","pubTime":"2023-05-22 19:16","market":"us","language":"en","title":"AMD Stock: Can Advanced Micro Devices Really Soar 40% From Here?","url":"https://stock-news.laohu8.com/highlight/detail?id=2336298495","media":"InvestorPlace","summary":"Bank of America has changed its stance on Advanced Micro Devices .One analyst predicts that AMD coul","content":"<html><head></head><body><ul><li><p>Bank of America has changed its stance on <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a>.</p></li><li><p>One analyst predicts that AMD could rise by 40% to $150 in the coming year.</p></li><li><p>AMD shares have plenty of room to run as markets recover in 2023.</p></li></ul><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> has enjoyed an outstanding month and it may be about to get even better. The semiconductor producer is among the year’s top winners of the recent artificial intelligence (AI) boom. Shares are currently up more than 60% so far this year. But one expert believes AMD stock can rise even further, reaching impressive new heights in the coming months.</p><p>According to one Bank of America analyst, AMD stock is well-positioned to keep climbing toward $150 per share. That would be a substantial spike of around 40% from the current roughly $105 share price. However, BofA analyst Stephen Suttmeier has made a strong case for why the chipmaker is a likely 2023 breakout stock.</p><p>Let’s take a closer look.</p><h2>What’s Happening With AMD Stock?</h2><p>AMD stock is in an excellent position to keep rising according to Suttmeier’s recent take. The analyst stated in a note to clients:</p><blockquote>“A decisive rally above 102.54 would confirm this bullish pattern and favor further upside to 150. Until then, holding first support near 93-91 would keep this bullish setup intact.”</blockquote><p>This represents a stark turnaround for BofA on AMD stock. As <em>StreetInsider</em> notes, just over a week ago, BofA Securities analyst Vivek Arya maintained a “neutral” rating on the chipmaker. However, Arya did raise his share price target from $95 to $105, a price point that AMD has since passed.</p><p>Overall, Wall Street remains bullish on Advanced Micro Devices, with 18 out of 26 analysts rating shares as a “buy” on TipRanks. Additionally, institutional investment in semiconductor companies like NVDA and AMD rose during Q1. That pace isn’t likely to slow down. All of this suggests that Suttmeier’s bullish thesis is well supported — and that 40% upside is certainly possible for the 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>AMD Stock: Can Advanced Micro Devices Really Soar 40% From Here?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock: Can Advanced Micro Devices Really Soar 40% From Here?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 19:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/amd-stock-can-advanced-micro-devices-really-soar-40-from-here/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America has changed its stance on Advanced Micro Devices .One analyst predicts that AMD could rise by 40% to $150 in the coming year.AMD shares have plenty of room to run as markets recover in...</p>\n\n<a href=\"https://investorplace.com/2023/05/amd-stock-can-advanced-micro-devices-really-soar-40-from-here/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://investorplace.com/2023/05/amd-stock-can-advanced-micro-devices-really-soar-40-from-here/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336298495","content_text":"Bank of America has changed its stance on Advanced Micro Devices .One analyst predicts that AMD could rise by 40% to $150 in the coming year.AMD shares have plenty of room to run as markets recover in 2023.Advanced Micro Devices has enjoyed an outstanding month and it may be about to get even better. The semiconductor producer is among the year’s top winners of the recent artificial intelligence (AI) boom. Shares are currently up more than 60% so far this year. But one expert believes AMD stock can rise even further, reaching impressive new heights in the coming months.According to one Bank of America analyst, AMD stock is well-positioned to keep climbing toward $150 per share. That would be a substantial spike of around 40% from the current roughly $105 share price. However, BofA analyst Stephen Suttmeier has made a strong case for why the chipmaker is a likely 2023 breakout stock.Let’s take a closer look.What’s Happening With AMD Stock?AMD stock is in an excellent position to keep rising according to Suttmeier’s recent take. The analyst stated in a note to clients:“A decisive rally above 102.54 would confirm this bullish pattern and favor further upside to 150. Until then, holding first support near 93-91 would keep this bullish setup intact.”This represents a stark turnaround for BofA on AMD stock. As StreetInsider notes, just over a week ago, BofA Securities analyst Vivek Arya maintained a “neutral” rating on the chipmaker. However, Arya did raise his share price target from $95 to $105, a price point that AMD has since passed.Overall, Wall Street remains bullish on Advanced Micro Devices, with 18 out of 26 analysts rating shares as a “buy” on TipRanks. Additionally, institutional investment in semiconductor companies like NVDA and AMD rose during Q1. That pace isn’t likely to slow down. All of this suggests that Suttmeier’s bullish thesis is well supported — and that 40% upside is certainly possible for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970084980,"gmtCreate":1683721971040,"gmtModify":1683721975180,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>:Big surprise indeed//<a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>:Good set of results and market takem by surprise. Management needs to control and manage sbc","listText":"Replying to <a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>:Big surprise indeed//<a href=\"https://laohu8.com/U/3554042150050333\">@Iinus</a>:Good set of results and market takem by surprise. Management needs to control and manage sbc","text":"Replying to @Iinus:Big surprise indeed//@Iinus:Good set of results and market takem by surprise. Management needs to control and manage sbc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970084980","repostId":"9947767121","repostType":1,"repost":{"id":9947767121,"gmtCreate":1683623977163,"gmtModify":1683624335451,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Will Palantir experience another round of volatility?","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> just released its Q1 financial report(FY2023Q2), surged 21% in after-hours trading. The stock price fell from around $9 to $7.5 before the financial report was released last month, but it has once again pushed the company's stock price to a new high since March.What makes Q1 Earningoutstanding?Revenue was $525 million, an increase of 18% year-on-year and better than market expectations of $506 million.Net profit attributable to common shareholders was $16.802 million compared with a net loss of $101 million in the same period last year; GAAP operating profit was $4.1 million.Diluted earnings per share were $0.05, higher than market expectations of $0.04 and compared with a loss per share of $0.05 in the same peri","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> just released its Q1 financial report(FY2023Q2), surged 21% in after-hours trading. The stock price fell from around $9 to $7.5 before the financial report was released last month, but it has once again pushed the company's stock price to a new high since March.What makes Q1 Earningoutstanding?Revenue was $525 million, an increase of 18% year-on-year and better than market expectations of $506 million.Net profit attributable to common shareholders was $16.802 million compared with a net loss of $101 million in the same period last year; GAAP operating profit was $4.1 million.Diluted earnings per share were $0.05, higher than market expectations of $0.04 and compared with a loss per share of $0.05 in the same peri","text":"$Palantir Technologies Inc.(PLTR)$ just released its Q1 financial report(FY2023Q2), surged 21% in after-hours trading. The stock price fell from around $9 to $7.5 before the financial report was released last month, but it has once again pushed the company's stock price to a new high since March.What makes Q1 Earningoutstanding?Revenue was $525 million, an increase of 18% year-on-year and better than market expectations of $506 million.Net profit attributable to common shareholders was $16.802 million compared with a net loss of $101 million in the same period last year; GAAP operating profit was $4.1 million.Diluted earnings per share were $0.05, higher than market expectations of $0.04 and compared with a loss per share of $0.05 in the same peri","images":[{"img":"https://static.tigerbbs.com/59de61026b09859eedc258295c8ec01e","width":"752","height":"718"},{"img":"https://static.tigerbbs.com/7e5c16849cd9cd4768e7adc750cd1fe3","width":"754","height":"758"},{"img":"https://static.tigerbbs.com/1739d16ab773fce592cde45f47e54d24","width":"1471","height":"667"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947767121","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941711085,"gmtCreate":1680595916347,"gmtModify":1680595919696,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941711085","repostId":"1120115964","repostType":2,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941713482,"gmtCreate":1680595904547,"gmtModify":1680595907291,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Excellent&nbsp;","listText":"Excellent&nbsp;","text":"Excellent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941713482","repostId":"1120115964","repostType":2,"repost":{"id":"1120115964","pubTimestamp":1680590743,"share":"https://ttm.financial/m/news/1120115964?lang=&edition=fundamental","pubTime":"2023-04-04 14:45","market":"us","language":"en","title":"Tesla Record Lifts Norway’s EV Sales Share to All-Time High","url":"https://stock-news.laohu8.com/highlight/detail?id=1120115964","media":"Bloomberg","summary":"Norwegians registered a higher share of electric cars in March than ever before, helped by a new mon","content":"<html><head></head><body><p>Norwegians registered a higher share of electric cars in March than ever before, helped by a new monthly record in the Nordic country for Tesla Inc.’s Model Y.</p><p style=\"text-align: start;\">Almost 87% of the 19,366 cars sold in March were electric, the Norwegian Road Federation OFV said Monday. Diesel and gasoline cars accounted for 2.7% of sales during the month, OFV said, adding the nation was on track for a 90% share of EVs in new car sales by the year-end.</p><p style=\"text-align: start;\">Norway is chasing a target to have zero-emission cars account for all new vehicle sales by 2025. The oil-rich nation was the first country to see new electric cars overtake showroom-fresh fossil models in 2020, bolstered by generous incentives such as reduced tolls, use of bus lanes and parking benefits.</p><p>“Sales of new diesel and gasoline cars are poised to become history in Norway,” OFV Director Oyvind Solberg Thorsen said. Though hybrid sales of around 10% also show that “not everyone is ready for an electric car quite yet.”</p><p style=\"text-align: start;\">Some 7,445 Tesla Model Ys were sold in Norway last month, for a 44% share of total — a new all-time high for any car model or brand in that country, according to OFV. This was followed by 1,076 Toyota’s bZ4X and 933 Volvo XZ40s.</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>Tesla Record Lifts Norway’s EV Sales Share to All-Time High</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Record Lifts Norway’s EV Sales Share to All-Time High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 14:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-04/tesla-record-lifts-norway-s-ev-sales-share-to-all-time-high?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Norwegians registered a higher share of electric cars in March than ever before, helped by a new monthly record in the Nordic country for Tesla Inc.’s Model Y.Almost 87% of the 19,366 cars sold in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-04/tesla-record-lifts-norway-s-ev-sales-share-to-all-time-high?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-04/tesla-record-lifts-norway-s-ev-sales-share-to-all-time-high?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120115964","content_text":"Norwegians registered a higher share of electric cars in March than ever before, helped by a new monthly record in the Nordic country for Tesla Inc.’s Model Y.Almost 87% of the 19,366 cars sold in March were electric, the Norwegian Road Federation OFV said Monday. Diesel and gasoline cars accounted for 2.7% of sales during the month, OFV said, adding the nation was on track for a 90% share of EVs in new car sales by the year-end.Norway is chasing a target to have zero-emission cars account for all new vehicle sales by 2025. The oil-rich nation was the first country to see new electric cars overtake showroom-fresh fossil models in 2020, bolstered by generous incentives such as reduced tolls, use of bus lanes and parking benefits.“Sales of new diesel and gasoline cars are poised to become history in Norway,” OFV Director Oyvind Solberg Thorsen said. Though hybrid sales of around 10% also show that “not everyone is ready for an electric car quite yet.”Some 7,445 Tesla Model Ys were sold in Norway last month, for a 44% share of total — a new all-time high for any car model or brand in that country, according to OFV. This was followed by 1,076 Toyota’s bZ4X and 933 Volvo XZ40s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941507023,"gmtCreate":1680353769763,"gmtModify":1680353773420,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941507023","repostId":"2323429207","repostType":4,"repost":{"id":"2323429207","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":1680251336,"share":"https://ttm.financial/m/news/2323429207?lang=&edition=fundamental","pubTime":"2023-03-31 16:28","market":"us","language":"en","title":"US Semiconductor Index Hits Highest in Nearly a Year on Hopes for Industry Turn","url":"https://stock-news.laohu8.com/highlight/detail?id=2323429207","media":"Reuters","summary":"(Reuters) - The Philadelphia semiconductor index hit its highest level in nearly a year on Thursday,","content":"<html><head></head><body><p>(Reuters) - The Philadelphia semiconductor index hit its highest level in nearly a year on Thursday, as optimism grows that a sales downturn in the industry has reached its nadir, in part due to a surge in artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> technology.</p><p>The index climbed 1.6%, adding to a gain of more than 3% on Wednesday, and it is now on track for its biggest two-day percentage gain in nearly two months, hitting its highest level since April 6 after a flurry of updates from several chipmakers including Intel , Micron Technology and Germany&#39;s Infineon .</p><p>Micron forecast a sharp drop in third-quarter revenue from the year-ago period on Tuesday, but CEO Sanjay Mehrotra said he was confident about the long-term and said the memory chip industry would see a record calendar year 2025 in terms of market size as AI will help boost sales.</p><p>&#34;That was probably the best read in terms of what everyone is concerned about, which is, are we going into a significant recession?&#34; said King Lip, chief investment strategist at BakerAvenue Wealth Management in San Francisco. &#34;And from Micron&#39;s read, we&#39;re not.</p><p>On Wednesday, Infineon boosted its outlook for both its second quarter and full-year, crediting resilience in the auto and industrials divisions, while Intel said its previously delayed Sierra Forest semiconductor that focuses on power efficiency would be delivered in the first half of next year.</p><p>&#34;There&#39;s been a chip glut through the industry so production has been very low, prices have had to come down,&#34; said Jeff Kleintop, chief global investment strategist at Charles Schwab in Celebration, Florida.</p><p>&#34;Semiconductor businesses are very sensitive to the inventory cycle. And so if that&#39;s beginning to turn, that&#39;s really bullish for those companies.&#34;</p><p>The semiconductor index is up nearly 27% this year, putting it on track for its biggest quarterly percentage gain since the second quarter of 2020.</p><p>Among semis this year, Nvidia has surged nearly 90% as the best performer on the S&amp;P 500 to rank the company as the fifth-most valuable on the benchmark index. Smaller rival Advanced Micro Devices has jumped more than 50%.</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 Semiconductor Index Hits Highest in Nearly a Year on Hopes for Industry Turn</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 Semiconductor Index Hits Highest in Nearly a Year on Hopes for Industry Turn\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\">2023-03-31 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Philadelphia semiconductor index hit its highest level in nearly a year on Thursday, as optimism grows that a sales downturn in the industry has reached its nadir, in part due to a surge in artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> technology.</p><p>The index climbed 1.6%, adding to a gain of more than 3% on Wednesday, and it is now on track for its biggest two-day percentage gain in nearly two months, hitting its highest level since April 6 after a flurry of updates from several chipmakers including Intel , Micron Technology and Germany&#39;s Infineon .</p><p>Micron forecast a sharp drop in third-quarter revenue from the year-ago period on Tuesday, but CEO Sanjay Mehrotra said he was confident about the long-term and said the memory chip industry would see a record calendar year 2025 in terms of market size as AI will help boost sales.</p><p>&#34;That was probably the best read in terms of what everyone is concerned about, which is, are we going into a significant recession?&#34; said King Lip, chief investment strategist at BakerAvenue Wealth Management in San Francisco. &#34;And from Micron&#39;s read, we&#39;re not.</p><p>On Wednesday, Infineon boosted its outlook for both its second quarter and full-year, crediting resilience in the auto and industrials divisions, while Intel said its previously delayed Sierra Forest semiconductor that focuses on power efficiency would be delivered in the first half of next year.</p><p>&#34;There&#39;s been a chip glut through the industry so production has been very low, prices have had to come down,&#34; said Jeff Kleintop, chief global investment strategist at Charles Schwab in Celebration, Florida.</p><p>&#34;Semiconductor businesses are very sensitive to the inventory cycle. And so if that&#39;s beginning to turn, that&#39;s really bullish for those companies.&#34;</p><p>The semiconductor index is up nearly 27% this year, putting it on track for its biggest quarterly percentage gain since the second quarter of 2020.</p><p>Among semis this year, Nvidia has surged nearly 90% as the best performer on the S&amp;P 500 to rank the company as the fifth-most valuable on the benchmark index. Smaller rival Advanced Micro Devices has jumped more than 50%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","MU":"美光科技","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323429207","content_text":"(Reuters) - The Philadelphia semiconductor index hit its highest level in nearly a year on Thursday, as optimism grows that a sales downturn in the industry has reached its nadir, in part due to a surge in artificial intelligence $(AI)$ technology.The index climbed 1.6%, adding to a gain of more than 3% on Wednesday, and it is now on track for its biggest two-day percentage gain in nearly two months, hitting its highest level since April 6 after a flurry of updates from several chipmakers including Intel , Micron Technology and Germany's Infineon .Micron forecast a sharp drop in third-quarter revenue from the year-ago period on Tuesday, but CEO Sanjay Mehrotra said he was confident about the long-term and said the memory chip industry would see a record calendar year 2025 in terms of market size as AI will help boost sales.\"That was probably the best read in terms of what everyone is concerned about, which is, are we going into a significant recession?\" said King Lip, chief investment strategist at BakerAvenue Wealth Management in San Francisco. \"And from Micron's read, we're not.On Wednesday, Infineon boosted its outlook for both its second quarter and full-year, crediting resilience in the auto and industrials divisions, while Intel said its previously delayed Sierra Forest semiconductor that focuses on power efficiency would be delivered in the first half of next year.\"There's been a chip glut through the industry so production has been very low, prices have had to come down,\" said Jeff Kleintop, chief global investment strategist at Charles Schwab in Celebration, Florida.\"Semiconductor businesses are very sensitive to the inventory cycle. And so if that's beginning to turn, that's really bullish for those companies.\"The semiconductor index is up nearly 27% this year, putting it on track for its biggest quarterly percentage gain since the second quarter of 2020.Among semis this year, Nvidia has surged nearly 90% as the best performer on the S&P 500 to rank the company as the fifth-most valuable on the benchmark index. Smaller rival Advanced Micro Devices has jumped more than 50%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941500432,"gmtCreate":1680344810526,"gmtModify":1680344814859,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Roce is rarely used by fundamental analyst","listText":"Roce is rarely used by fundamental analyst","text":"Roce is rarely used by fundamental analyst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941500432","repostId":"2323711625","repostType":2,"repost":{"id":"2323711625","pubTimestamp":1680275946,"share":"https://ttm.financial/m/news/2323711625?lang=&edition=fundamental","pubTime":"2023-03-31 23:19","market":"us","language":"en","title":"Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2323711625","media":"Motley Fool","summary":"There's one massive difference between Tesla and the rest.","content":"<html><head></head><body><p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. <strong>Tesla</strong> (TSLA) was a first-mover. Investors have fiercely debated the company&#39;s stock, which trades at a hefty premium to those of competitors like <strong>Ford</strong> and <strong>General Motors</strong>.</p><p>One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there&#39;s something about Tesla that matters <em>way more </em>than this argument.</p><p>Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.</p><h2>What is the return on capital employed?</h2><p>In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company&#39;s return on capital employed to get down to brass tacks and illustrate how the business is performing.</p><p>The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company&#39;s financial assets. It&#39;s calculated by dividing a company&#39;s earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?</p><p>You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.</p><h2>Where Tesla stands out</h2><p>Let&#39;s do that with Tesla, legacy competitors like Ford and General Motors, and start-up <strong>Rivian</strong>. Below, you&#39;ll see that Tesla has a significantly higher ROCE than all of the others -- Rivian&#39;s is profoundly negative at this point:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62185667b2a880322017497736ec46ad\" tg-width=\"720\" tg-height=\"483\"/></p><p>TSLA Return on Capital Employed data by YCharts</p><p>What explains these numbers? It&#39;s undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn&#39;t manufacture enough vehicles to offset the costs of running its factories.</p><p>Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.</p><h2>Why it makes Tesla a buy</h2><p>Tesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.</p><p>This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla&#39;s price-to-earnings ratio (P/E) and the rest of the field.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8764a082a14c0f19a3fa7279814b27f7\" tg-width=\"720\" tg-height=\"531\"/></p><p>TSLA PE Ratio (Forward) data by YCharts</p><p>Notably, Tesla&#39;s potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company&#39;s long-term production goals still dwarf the 1.37 million units it produced in 2022.</p><p>Tesla&#39;s superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.</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>Tesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: One Chart That Shows Why This is the Top EV Stock to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/30/tesla-one-chart-shows-why-this-is-top-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323711625","content_text":"The shift to electric is coming. The International Energy Agency (IEA) estimates that roughly 60% of new vehicles sold will be electric in 2030. Tesla (TSLA) was a first-mover. Investors have fiercely debated the company's stock, which trades at a hefty premium to those of competitors like Ford and General Motors.One could argue that Tesla is a car company with money-sucking capital requirements like any other automotive maker. Others might say Tesla is a technology company that goes beyond vehicles. But there's something about Tesla that matters way more than this argument.Here is the chart that matters, and why it makes Tesla a superior stock to its electric vehicle (EV) competitors.What is the return on capital employed?In a way, Tesla is both an automotive and a technology company. Its unique factories, product plans, and eccentric CEO make it almost as fascinating a story as it is an investment. But you can look at the company's return on capital employed to get down to brass tacks and illustrate how the business is performing.The return on capital employed is a ratio (displayed as a percentage) that shows the return generated on a company's financial assets. It's calculated by dividing a company's earnings before interest and taxes (EBIT) by its capital employed. You can think of a business as a machine -- and when you put a dollar of capital into it, how much are you getting out?You can compare the return on capital employed between similar companies to get a sense of how efficient each business is.Where Tesla stands outLet's do that with Tesla, legacy competitors like Ford and General Motors, and start-up Rivian. Below, you'll see that Tesla has a significantly higher ROCE than all of the others -- Rivian's is profoundly negative at this point:TSLA Return on Capital Employed data by YChartsWhat explains these numbers? It's undoubtedly a combination of things, but it could boil down to some observations. First, a company must be profitable to generate a positive ROCE; Rivian is still unprofitable, because it doesn't manufacture enough vehicles to offset the costs of running its factories.Ford and General Motors are profitable, but they are straddling two businesses -- the new and old, electric vehicles and legacy combustion engine cars and trucks. Ford recently split its financials for the two sides of the company apart, disclosing that it lost around $3 billion in the past two years in the EV business and will lose $3 billion more in 2023.Why it makes Tesla a buyTesla stands out as the most established pure-EV company on the market. Rivian is playing catch-up, and will probably burn billions more in cash as it ramps up production. Meanwhile, Ford and General Motors could see their return on capital employed decrease as they invest in building their EV businesses. They must also continue balancing two types of vehicles that use different technology -- and that added cost burden may make it difficult to operate as efficiently as Tesla.This efficiency stands out when it comes to earnings growth. Analysts expect nearly 25% annual earnings growth from Tesla over the long term, and negative growth for Ford and General Motors. That arguably justifies the gulf between Tesla's price-to-earnings ratio (P/E) and the rest of the field.TSLA PE Ratio (Forward) data by YChartsNotably, Tesla's potential earnings growth could burn off any conceived premium in the stock over the next several years. Even at a market cap of $600 billion, Tesla has a case for a growth stock label. The company's long-term production goals still dwarf the 1.37 million units it produced in 2022.Tesla's superior return on capital employed positions it for strong earnings growth (and investment returns as a result) as EVs take center stage over the next decade and beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941500656,"gmtCreate":1680344565676,"gmtModify":1680344569657,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Excellent short report","listText":"Excellent short report","text":"Excellent short report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941500656","repostId":"2324196850","repostType":2,"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941277292,"gmtCreate":1680343438216,"gmtModify":1680343442178,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941277292","repostId":"2323082382","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941671772,"gmtCreate":1680239150596,"gmtModify":1680239154862,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941671772","repostId":"2323745014","repostType":2,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941636703,"gmtCreate":1680184555203,"gmtModify":1680184559872,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Excellent","listText":"Excellent","text":"Excellent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941636703","repostId":"1196994895","repostType":2,"repost":{"id":"1196994895","pubTimestamp":1680180243,"share":"https://ttm.financial/m/news/1196994895?lang=&edition=fundamental","pubTime":"2023-03-30 20:44","market":"us","language":"en","title":"China’s JD.com Proposes Separate HK Listings for Two Units","url":"https://stock-news.laohu8.com/highlight/detail?id=1196994895","media":"Bloomberg","summary":"Property, industrial operations to seek IPOs in Hong KongAnnouncements follow potential listings by ","content":"<html><head></head><body><ul><li><p>Property, industrial operations to seek IPOs in Hong Kong</p></li><li><p>Announcements follow potential listings by Alibaba units</p></li></ul><p>Two JD.com Inc. subsidiaries filed for Hong Kong initial public offerings on Thursday, paving the way for some of the year’s biggest debuts by a Chinese tech company.</p><p style=\"text-align: start;\">Jingdong Property Inc. and Jingdong Industrials Inc. submitted listing applications to the Hong Kong Stock Exchange, according to separate statements. The firms didn’t disclose fundraising amounts, valuations or prices for the shares. JD.com would hold more than 50% of both companies after completion of the spinoffs, according to exchange filings.</p><p style=\"text-align: start;\">The move comes days after larger rival Alibaba Group Holding Ltd. spurred anticipation for a revival of China’s tech IPO train. This week, it unveiled plans to split into six independent businesses, each of which can pursue funding and separate listings.</p><p style=\"text-align: start;\">They are the latest Chinese companies choosing to tap the Hong Kong IPO market instead a US listing.</p><p style=\"text-align: start;\">Still, debuts by Chinese firms have slumped in Hong Kong and overseas since 2021. IPO proceeds since January are 48% lower than at the same time last year, when they slumped 69% from 2021.</p><p>Operating independently since 2018, Jingdong Property’s business now covers 29 Chinese provincial-level regions. It also has 25 overseas infrastructure-related projects and manages industrial parks whose total area exceeds 20 million square meters, according to the company’s website. </p><p style=\"text-align: start;\">Jingdong Industrials specializes in industrial product supply and related technology and services. In 2022, the company provided services to over 100,000 industrial manufacturing plants in the fields of automobile, mechanical equipment, electronic product assembly and others. It also supported over 16,000 construction projects during the same period.</p><p>JD.com rises 7.12% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87b00c4ad30cae86699e91dc15817b22\" title=\"\" tg-width=\"778\" tg-height=\"628\"/></p><p></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’s JD.com Proposes Separate HK Listings for Two Units</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’s JD.com Proposes Separate HK Listings for Two Units\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-30/china-s-jd-com-proposes-separate-listing-for-its-property-arm?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Property, industrial operations to seek IPOs in Hong KongAnnouncements follow potential listings by Alibaba unitsTwo JD.com Inc. subsidiaries filed for Hong Kong initial public offerings on Thursday, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-30/china-s-jd-com-proposes-separate-listing-for-its-property-arm?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-30/china-s-jd-com-proposes-separate-listing-for-its-property-arm?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196994895","content_text":"Property, industrial operations to seek IPOs in Hong KongAnnouncements follow potential listings by Alibaba unitsTwo JD.com Inc. subsidiaries filed for Hong Kong initial public offerings on Thursday, paving the way for some of the year’s biggest debuts by a Chinese tech company.Jingdong Property Inc. and Jingdong Industrials Inc. submitted listing applications to the Hong Kong Stock Exchange, according to separate statements. The firms didn’t disclose fundraising amounts, valuations or prices for the shares. JD.com would hold more than 50% of both companies after completion of the spinoffs, according to exchange filings.The move comes days after larger rival Alibaba Group Holding Ltd. spurred anticipation for a revival of China’s tech IPO train. This week, it unveiled plans to split into six independent businesses, each of which can pursue funding and separate listings.They are the latest Chinese companies choosing to tap the Hong Kong IPO market instead a US listing.Still, debuts by Chinese firms have slumped in Hong Kong and overseas since 2021. IPO proceeds since January are 48% lower than at the same time last year, when they slumped 69% from 2021.Operating independently since 2018, Jingdong Property’s business now covers 29 Chinese provincial-level regions. It also has 25 overseas infrastructure-related projects and manages industrial parks whose total area exceeds 20 million square meters, according to the company’s website. Jingdong Industrials specializes in industrial product supply and related technology and services. In 2022, the company provided services to over 100,000 industrial manufacturing plants in the fields of automobile, mechanical equipment, electronic product assembly and others. It also supported over 16,000 construction projects during the same period.JD.com rises 7.12% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941146610,"gmtCreate":1680081766931,"gmtModify":1680081770935,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"I Read twice","listText":"I Read twice","text":"I Read twice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941146610","repostId":"1159040209","repostType":2,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941148095,"gmtCreate":1680080644018,"gmtModify":1680080647644,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9941148095","repostId":"1159040209","repostType":2,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941317656,"gmtCreate":1679979843675,"gmtModify":1679979847643,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941317656","repostId":"1193001237","repostType":2,"repost":{"id":"1193001237","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":1679973230,"share":"https://ttm.financial/m/news/1193001237?lang=&edition=fundamental","pubTime":"2023-03-28 11:13","market":"us","language":"en","title":"Cathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=1193001237","media":"Benzinga","summary":"Cathie Wood-led ARK Investment Management seems to have scaled back on its bullish stance on Chinese","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>ARK Investment Management</b> seems to have scaled back on its bullish stance on Chinese EV-makers as its funds continue to offload stakes in select companies.</p><p><b>What Happened:</b>ARK funds sold shares in Beijing-based electric scooter-maker <b>Niu Technologies</b> and Guangzhou-based electric vehicle manufacturer <b>Xpeng Inc</b> on Monday.</p><p>The <b>ARK Autonomous Tech. &amp; Robotics ETF</b> sold over 128,000 shares of Xpeng at an estimated valuation of over $1.24 million based on Monday&#39;s closing price.</p><p>It is noteworthy that the sale comes after <b>Bernstein</b> downgraded XPeng stock from ‘Outperform&#39; to ‘Market Perform&#39; andlowered its price target from $16 to $12. Bernstein analyst <b>Eunice Lee</b> expects XPeng to face pressure from growing competition and, therefore, has lowered sales volume outlook for many of its models.</p><p>According to Cathiesark website, Wood&#39;s funds have been offloading Xpeng shares this year with the last purchase done in November 2022. Xpeng is now the 33rd holding in the ARK Autonomous Tech. &amp; Robotics ETF with a weight of just 0.39%.</p><p>ARK&#39;s outlook on Niu appears to be on similar lines as that of Xpeng. The fund also sold over 112,000 shares of Niu Technologies at an estimated valuation of over $426,000. Niu&#39;s Q4 sales declined to RMB612.27 million ($88.77 million) from RMB986.05 million due to decreased sales volume of 41.9%.</p><p><b>Major Buy:</b> Wood&#39;s funds seemed to have used Monday&#39;s investor pessimism on <b>Coinbase Global Inc</b> as they continued to hike stake in the company. The flagship <b>ARK Innovation ETF</b> and the <b>ARK Next Generation Internet ETF</b> cumulatively bought over 37,000 shares of Coinbase at an estimated valuation of over $2.35 million.</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>Cathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform</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\">\nCathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform\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\">2023-03-28 11:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Cathie Wood</b>-led <b>ARK Investment Management</b> seems to have scaled back on its bullish stance on Chinese EV-makers as its funds continue to offload stakes in select companies.</p><p><b>What Happened:</b>ARK funds sold shares in Beijing-based electric scooter-maker <b>Niu Technologies</b> and Guangzhou-based electric vehicle manufacturer <b>Xpeng Inc</b> on Monday.</p><p>The <b>ARK Autonomous Tech. &amp; Robotics ETF</b> sold over 128,000 shares of Xpeng at an estimated valuation of over $1.24 million based on Monday&#39;s closing price.</p><p>It is noteworthy that the sale comes after <b>Bernstein</b> downgraded XPeng stock from ‘Outperform&#39; to ‘Market Perform&#39; andlowered its price target from $16 to $12. Bernstein analyst <b>Eunice Lee</b> expects XPeng to face pressure from growing competition and, therefore, has lowered sales volume outlook for many of its models.</p><p>According to Cathiesark website, Wood&#39;s funds have been offloading Xpeng shares this year with the last purchase done in November 2022. Xpeng is now the 33rd holding in the ARK Autonomous Tech. &amp; Robotics ETF with a weight of just 0.39%.</p><p>ARK&#39;s outlook on Niu appears to be on similar lines as that of Xpeng. The fund also sold over 112,000 shares of Niu Technologies at an estimated valuation of over $426,000. Niu&#39;s Q4 sales declined to RMB612.27 million ($88.77 million) from RMB986.05 million due to decreased sales volume of 41.9%.</p><p><b>Major Buy:</b> Wood&#39;s funds seemed to have used Monday&#39;s investor pessimism on <b>Coinbase Global Inc</b> as they continued to hike stake in the company. The flagship <b>ARK Innovation ETF</b> and the <b>ARK Next Generation Internet ETF</b> cumulatively bought over 37,000 shares of Coinbase at an estimated valuation of over $2.35 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","NIU":"小牛电动","ARKW":"ARK Next Generation Internation ETF","XPEV":"小鹏汽车","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193001237","content_text":"Cathie Wood-led ARK Investment Management seems to have scaled back on its bullish stance on Chinese EV-makers as its funds continue to offload stakes in select companies.What Happened:ARK funds sold shares in Beijing-based electric scooter-maker Niu Technologies and Guangzhou-based electric vehicle manufacturer Xpeng Inc on Monday.The ARK Autonomous Tech. & Robotics ETF sold over 128,000 shares of Xpeng at an estimated valuation of over $1.24 million based on Monday's closing price.It is noteworthy that the sale comes after Bernstein downgraded XPeng stock from ‘Outperform' to ‘Market Perform' andlowered its price target from $16 to $12. Bernstein analyst Eunice Lee expects XPeng to face pressure from growing competition and, therefore, has lowered sales volume outlook for many of its models.According to Cathiesark website, Wood's funds have been offloading Xpeng shares this year with the last purchase done in November 2022. Xpeng is now the 33rd holding in the ARK Autonomous Tech. & Robotics ETF with a weight of just 0.39%.ARK's outlook on Niu appears to be on similar lines as that of Xpeng. The fund also sold over 112,000 shares of Niu Technologies at an estimated valuation of over $426,000. Niu's Q4 sales declined to RMB612.27 million ($88.77 million) from RMB986.05 million due to decreased sales volume of 41.9%.Major Buy: Wood's funds seemed to have used Monday's investor pessimism on Coinbase Global Inc as they continued to hike stake in the company. The flagship ARK Innovation ETF and the ARK Next Generation Internet ETF cumulatively bought over 37,000 shares of Coinbase at an estimated valuation of over $2.35 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941148095,"gmtCreate":1680080644018,"gmtModify":1680080647644,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9941148095","repostId":"1159040209","repostType":2,"repost":{"id":"1159040209","pubTimestamp":1680102888,"share":"https://ttm.financial/m/news/1159040209?lang=&edition=fundamental","pubTime":"2023-03-29 23:14","market":"us","language":"en","title":"8 Stocks Run By Billionaires That Could Potentially Trump The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1159040209","media":"Seekingalpha","summary":"The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Year","content":"<html><head></head><body><h3>The Billionaires&#39; Portfolio</h3><p>Following up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy also mentioned in the book. The book itself follows several fund managers that had hit it big with stocks that turned $10,000 into $1 million and the methodologies they used to achieve those discoveries. The most prevalent of which was the small-cap, high-earnings growth high quality company. Another admirable mention was the Billionaire portfolio. Buying shares of companies run by individuals with a net worth of $1 Billion or more.</p><p>These individuals more often than not tended to be founders with a significant incentive to grow the value of the company due to their large personal equity stakes. On the other hand, individuals that achieved this status while not being founders were long-time company partners or employees with an equivalent desire to compound the value of their stake in the company by growing it and thus enriching themselves by virtue of the share appreciation.</p><h2 style=\"text-align: left;\">Finding the Companies</h2><p style=\"text-align: left;\">Oddly enough, in the 1990s when this strategy was put together, information on individual CEO net worth was extremely hard to come by. Fund manager Matt Houk said his team had to scour the libraries for data to figure out who had attained a personal fortune from their running of the company. Now you can simply do a web search for any CEO + net worth and bada bing! They&#39;re all right there. To my surprise, there were not a whole lot of them. I&#39;ve found 8 solid leads run by Billionaires of profitable companies. I&#39;ve left out some of the recently IPO&#39;d companies as their fortunes are not yet based on running a profitable business; an example would be Alex Karp at Palantir (PLTR).</p><p style=\"text-align: left;\">Most of these CEOs also have the propensity to not pay a significant dividend, if one at all. This probably has to do with their confidence in compounding capital for the investors rather than giving it to them in a dividend payment. While I am primarily a dividend guy, I can not fault the logic as long as the keys are being handed to a competent driver. In the examples laid out below, the charts say these drivers are very competent indeed.</p><p style=\"text-align: left;\">I have included the total return on the charts of companies where there is a significant dividend paid during the reign of the mentioned CEO.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259d776206400cb09d39e2817bd5840b\" title=\"visualcapitalist.com billionaire map\" tg-width=\"640\" tg-height=\"386\"/><span>visualcapitalist.com billionaire map</span></p><p style=\"text-align: left;\"><strong>visualcapitalist.com</strong></p><h3 style=\"text-align: left;\">Warren Buffett</h3><p style=\"text-align: left;\">Starting with <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> (BRK.B)(BRK.A), Warren Buffett is the all time long-term king of compounding capital. Warren Buffett is not only one of the wealthiest individuals in the world but also touts Berkshire Hathaway as having one of, if not the highest, net worth of a company on the planet at over $600 Billion considering assets minus liabilities. The frugal Billionaire has taken good care of his investors.</p><p style=\"text-align: left;\">Per Bloomberg: &#34;He is one of the best-known fundamental investors in the world as a result of his immense investment success possessing a net worth of over $108 billion as of February 2023, making him the world&#39;s fifth-wealthiest person.&#34;</p><p style=\"text-align: left;\">Berkshire has been popular recently due to the risk-off nature of the market. The conservative balance sheet management has always been a plus for Berkshire, avoiding debt and focusing on reinvesting the float of their insurance companies and cash flow from privately held businesses upstream into their blue chip holdings portfolio. With a debt-to-equity ratio of only 26% and $128 Billion in cash, this is about as safe a company that exists in my opinion.</p><p style=\"text-align: left;\">Buffett himself has said they are a buyer of Berkshire at 1.25 X book value, with the stock trading at a TTM book value of 1.4 X, it might be slightly overvalued. Forward earnings are slated at 20 X, also making this a rich valuation based on the Graham Number eyeball test where the price-to-book times the price-to-earnings should not exceed 22.5.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b7d5d3e13b5b2bd558123a7259f65c4\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Mark Zuckerberg</h3><p style=\"text-align: left;\">As of March 2023, Zuckerberg&#39;s net worth was $73 billion according to the <em>Forbes</em> Real Time Billionaires making him the 15th richest person in the world. Mark Zuckerberg owns about 13.6% of <a href=\"https://laohu8.com/S/META\">Meta </a>, making this a stereotypical founder stock. The stock is one of my larger holdings that I bought after the sell-off in tech. They generate high returns on invested capital and have a &#34;cash printer&#34; advertising business. I wrote my first buy article here, and the stock is up 107% since then.</p><p style=\"text-align: left;\">Meta is down quite a bit from its all-time highs, but still a not too shabby 436% since the company went public. With a market cap under a trillion, I believe this one has a lot more upside to come.</p><p style=\"text-align: left;\">The price target at the time of my article followed a GAAP PEG ratio data set excluding the slowdown in growth post Metaverse spending. Assuming that the 20% CAGR engine of Facebook is still intact without the Metaverse, I came up with a high price based on a 20.5 X multiplier of $261 at that time. Using that same multiplier times forward EPS estimates of $9.65, gives us a lower current price target of $193. Meta is a hold for me at these prices after the double from the bottom.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71addf3911ea7e34c47a1ce2ceaa5c17\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Jamie Dimon</h3><p style=\"text-align: left;\">Dimon&#39;s net worth is estimated at $1.8 billion, pretty good for a non-founder. <a href=\"https://laohu8.com/S/JPM\">JPMorgan </a> has helped keep the most stable price for a SIB [systematically important bank] bank since the GFC in 2008-09 which helped boost Dimon&#39;s net worth, with an estimated $485 million in JP Morgan stock. Dimon&#39;s letters have been heralded by Warren Buffett himself and he has been looked at as one of the main orators opining on the forward state of corporate earnings and the economy. As JP Morgan Chase has financial products in almost all economic sectors, he is well suited to know what is happening at any given time, maybe even more so than Janet Yellen or Jerome Powell. The total return on JP Morgan Chase &amp; Co is over 473% since Jamie Dimon took over.</p><p style=\"text-align: left;\">Bank stocks track the Graham number well with their earnings being tied directly to assets on the balance sheet. The SQRT of 22.5X $90.29 [book value] X $12.09 [TTM EPS]= $156.71. The stock is currently cheap as are most bank stocks if you can stomach the volatility and trust their balance sheets.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47c851a854318cbacab1ab0e05fcdd3b\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Sundar Pichai</h3><p style=\"text-align: left;\">According to a Google search, the <a href=\"https://laohu8.com/S/GOOGL\">Google</a> (GOOGL)(GOOG) CEO&#39;s net worth just crossed into Billionaire territory at $1.3 Billion. It should be accurate as I imagine he could edit it otherwise on his own search engine! He has reduced his holdings quite a bit but still owns around $200 million in Google stock. Whether he has a major stake in the company or not, his net worth was certainly built on his hard work and effort at Google. Google stock is up 269% since he became CEO.</p><p style=\"text-align: left;\">This stock is on my buy list and one of the cheapest tech blue chip stocks out there in my opinion. The TTM EBITDA numbers for Google/Alphabet are at $90.771 Billion. With 12.849 Billion shares outstanding, that equates to $7.064 in EBITDA per share. The EBITDA CAGR, incorporating the TTM as our terminal value to end 2022, would equal a trailing 5-year growth rate of 17.8%. Using 17.8 as a multiple and $7.064 as our multiplicand, we get a price target of $125.73. This stock is well within my price target and a strong buy on seeking alpha&#39;s quant system.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cde92f7193c1ad7914705acef67c409\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Tim Cook</h3><p style=\"text-align: left;\">Tim Cook, like Pichai, also just entered the Billionaire party estimated at a $1.8 Billion net worth as of 2023. At <a href=\"https://laohu8.com/S/AAPL\">Apple </a> he has been a wizard of capital stewardship.</p><p style=\"text-align: left;\">Cook is estimated to have at least $526 million of Apple stock and has built his net worth through both ownership and large amounts of compensation. Since Cook took over, the stock is up over 1,400% on a total return basis, amazing in this period! While I have expressed my concerns over Apple&#39;s lack of innovation and attachment to the China supply chain, early investors who have held have been richly rewarded. I would buy Apple at a cheaper price if it ever gets there. The stock has fans and rightly so.</p><p style=\"text-align: left;\">I looked at a standard GAAP PEG ratio for APPLE and came up with the following: Considering $3.00 per share in 2018 as our beginning number and $6.15 as our 2022 terminal EPS, we get a GAAP CAGR in earnings of 15.4%. Using the TTM EPS of $5.91 as our multiplicand and 15.4+.61(Peter Lynch dividend yield kicker of .61%)=16.02 and our multiplier gives us a fair value based on GAAP earnings of $94.67. That would be deep value. Apple has not tracked the rest of the Nasdaq downward so this is wishful thinking. However, I only look for significant value when placing outsized tech bets with low yields. The management controls my fate, so the growth has to be adequate relative to my entry price.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4a9b791a314962959757865f4427b5e\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Jensen Huang</h3><p style=\"text-align: left;\">I have to admit, even after writing an article about the overvaluation of <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, Jensen Huang has been the most outstanding grower of capital on the list. I figured in the near term it would have been Elon Musk, but it&#39;s Jensen. Kudos good sir. As of January 2023, Huang&#39;s net worth is US$16.3 billion according to the Bloomberg Billionaires Index.</p><p style=\"text-align: left;\">This stock truly defies gravity. NVIDIA is really hard to evaluate and does not track its other semiconductor peers. I have written on NVIDIA trying to give it a liberal price based on a Non-GAAP PEG ratio, and it still didn&#39;t pencil. Either way, this stock is more of a bet that NVIDIA has the secret sauce to all things artificial intelligence. As a stock with large founder ownership, I think you can be sure Jensen will do everything in his power to lead NVIDIA to a bright future. If you followed this founder from the beginning, Kudos to you, 32K% return is tops on this list!</p><p style=\"text-align: left;\">Even being the most optimistic of optimists, Peter Lynch advises not to use more than 25% as your high forward CAGR estimate for any growth company. Using 25 X as our multiplier and the forward GAAP estimate in earnings-per-share at $4.5, we still come up with a high price target of $112.5. This stock is one of the most richly valued stocks in the entire market. It&#39;s not impossible that they grow into these large shoes after a FED pivot and a return to economic growth out of the doldrums of negative cyclicality. Might be time to take some profit on this one, but that&#39;s up to you my friends, Jensen is definitely an intangible asset that is hard to quantify.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd45967e8f0ff614ba291e5a109f2c2\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h4 style=\"text-align: left;\">Brian Roberts</h4><p style=\"text-align: left;\">A good Wikipedia synopsis on Roberts tells the following:</p><blockquote>Roberts is chairman and CEO of Comcast Corporation. He was named President of Comcast Corporation in 1990 at only 31 years of age when the company had $657 million in annual revenue. Comcast Corporation&#39;s annual revenue has since grown to $94.5 billion.</blockquote><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CMCSA\">Comcast </a>, was one of the 100 bagger stocks mentioned in the <em>100 Baggers</em> book. Roberts is the son of Founder Ralph J. Roberts and can be considered a quasi-founder. With an estimated net worth of $1.8 Billion, Roberts has done well for himself but could have probably done better considering his positioning in the company&#39;s history. I wrote an article on Comcast recently and the company has all kinds of catalysts in front of it, namely in the expansion of its theme-park business and the addition of the Super Nintendo brand in North America. This is a founder stock I am in for a decent amount and it has a great dividend to boot!</p><p style=\"text-align: left;\">Coming up with a price target in my coverage of Comcast, I used the Graham number formula; the SQRT of 22.5 X [EPS] X (Book Value), our inputs would be $19.18 Book Value, and our forward EPS equivalent to analyst average estimates of $3.63 a share. Therefore SQRT 22.5 X ($3.63) X ($19.18)= $39.57, basically trading right at fair value with this GAAP metric.</p><p style=\"text-align: left;\">Reconfiguring it to get a high end based on EBITDA, we have $35.9 Billion in EBITDA TTM and 4.22 Billion shares outstanding. This would give us an EBITDA per share of $8.5. A reconstituted formula of SQRT 22.5 X($8.5) X (19.18)= $60.56 a share, basically right back to its September 2021 high. Blending the two would give us an average price target of $50 a share.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d7f7964d97e1dac4f40d355564756c\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Elon Musk</h3><p style=\"text-align: left;\">I would have assumed the total return on <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> would have topped the list, but Jensen Huang trumped Elon Musk in this regard. That being said, Musk tops the list in total net worth at around $200 Billion depending on where Tesla stock sits on any given day. This is the most founder-centric stock that exists amongst Billionaires today in large caps. Although the ride in Tesla stock is the antithesis of a SWAN stock, what do you expect from a product that can do 0-60 in a few seconds? I wrote a Tesla article after it was decimated and the return has been ridiculous ever since.</p><p style=\"text-align: left;\">Tesla has proved that it can compound revenue at a higher clip than any other vehicle company that currently exists. This founder stock is rife with both innovation and salesmanship by its CEO. Hard to say where I would enter again, but for those that have held onto this since the beginning, an 11k% return is a handsome reward.</p><p style=\"text-align: left;\">Taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.164 Billion shares outstanding and TTM EBITDA of $17.439 Billion, that currently gives us an EBITDA per share of $5.51, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.51. This spits out a fair value of $137.75. Tesla has gone back to a hold in my book, but it is not terribly overvalued.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92ba62b34dcad7a9fb4547df981f4e10\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h2 style=\"text-align: left;\">Honorable Mention</h2><p style=\"text-align: left;\">SoftBank (OTCPK:SFTBY) and Masayoshi Son have been a favorite of mine in the past, but I exited after a lot of bets on Chinese private equity soured. With a 34% stake in SoftBank and a $20 Billion net worth, he is renowned for having one of the best bets of all time in his initial purchase of Alibaba (BABA) before it went public turning $20 million into more than $50 Billion at one point.</p><p style=\"text-align: left;\">The company is an eccentric holdings company based around tech plays and private equity liquidations post-IPO. This stock has not produced returns worth mentioning over time, but there may be a play here centered around the future of AI and robotics. I like Masayoshi, he&#39;s proven himself to have made a few genius bets, especially on the private equity side.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">After writing this article I came to realize that I had owned many of these companies, minus NVIDIA. These companies have been some of the most admired for one reason or another, and their leaders have been a big reason why in my view. Building a net worth of a Billion or more is no simple feat, there are only about 600 Billionaires in the United States and a couple thousand worldwide. Many do not own publicly listed companies, and their net worth is far more difficult to evaluate. These 8 listed individuals are much easier to evaluate due to their public persona and disclosures.</p><p style=\"text-align: left;\">While there might be more Billionaire stocks out there in the wild that I have not included, consider this the &#34;blue chip&#34; Billionaire portfolio that I can recommend with confidence. Some of these are overvalued and some undervalued. However, picking a swath of these based on Billionaire leadership alone and disregarding fundamental value has shown to have worked in the past as referenced in <em>100 Baggers.</em> This portfolio is chock full of fan favorites and there is good reason why. No one becomes a Billionaire by accident, it is usually only through excellent capital management or innovation that one gets that crown.</p><p style=\"text-align: left;\">Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>8 Stocks Run By Billionaires That Could Potentially Trump The Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n8 Stocks Run By Billionaires That Could Potentially Trump The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy ...</p>\n\n<a href=\"https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market\">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","BRK.A":"伯克希尔","GOOGL":"谷歌A","BRK.B":"伯克希尔B","NVDA":"英伟达","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1159040209","content_text":"The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy also mentioned in the book. The book itself follows several fund managers that had hit it big with stocks that turned $10,000 into $1 million and the methodologies they used to achieve those discoveries. The most prevalent of which was the small-cap, high-earnings growth high quality company. Another admirable mention was the Billionaire portfolio. Buying shares of companies run by individuals with a net worth of $1 Billion or more.These individuals more often than not tended to be founders with a significant incentive to grow the value of the company due to their large personal equity stakes. On the other hand, individuals that achieved this status while not being founders were long-time company partners or employees with an equivalent desire to compound the value of their stake in the company by growing it and thus enriching themselves by virtue of the share appreciation.Finding the CompaniesOddly enough, in the 1990s when this strategy was put together, information on individual CEO net worth was extremely hard to come by. Fund manager Matt Houk said his team had to scour the libraries for data to figure out who had attained a personal fortune from their running of the company. Now you can simply do a web search for any CEO + net worth and bada bing! They're all right there. To my surprise, there were not a whole lot of them. I've found 8 solid leads run by Billionaires of profitable companies. I've left out some of the recently IPO'd companies as their fortunes are not yet based on running a profitable business; an example would be Alex Karp at Palantir (PLTR).Most of these CEOs also have the propensity to not pay a significant dividend, if one at all. This probably has to do with their confidence in compounding capital for the investors rather than giving it to them in a dividend payment. While I am primarily a dividend guy, I can not fault the logic as long as the keys are being handed to a competent driver. In the examples laid out below, the charts say these drivers are very competent indeed.I have included the total return on the charts of companies where there is a significant dividend paid during the reign of the mentioned CEO.visualcapitalist.com billionaire mapvisualcapitalist.comWarren BuffettStarting with Berkshire Hathaway (BRK.B)(BRK.A), Warren Buffett is the all time long-term king of compounding capital. Warren Buffett is not only one of the wealthiest individuals in the world but also touts Berkshire Hathaway as having one of, if not the highest, net worth of a company on the planet at over $600 Billion considering assets minus liabilities. The frugal Billionaire has taken good care of his investors.Per Bloomberg: \"He is one of the best-known fundamental investors in the world as a result of his immense investment success possessing a net worth of over $108 billion as of February 2023, making him the world's fifth-wealthiest person.\"Berkshire has been popular recently due to the risk-off nature of the market. The conservative balance sheet management has always been a plus for Berkshire, avoiding debt and focusing on reinvesting the float of their insurance companies and cash flow from privately held businesses upstream into their blue chip holdings portfolio. With a debt-to-equity ratio of only 26% and $128 Billion in cash, this is about as safe a company that exists in my opinion.Buffett himself has said they are a buyer of Berkshire at 1.25 X book value, with the stock trading at a TTM book value of 1.4 X, it might be slightly overvalued. Forward earnings are slated at 20 X, also making this a rich valuation based on the Graham Number eyeball test where the price-to-book times the price-to-earnings should not exceed 22.5.ChartData by YChartsMark ZuckerbergAs of March 2023, Zuckerberg's net worth was $73 billion according to the Forbes Real Time Billionaires making him the 15th richest person in the world. Mark Zuckerberg owns about 13.6% of Meta , making this a stereotypical founder stock. The stock is one of my larger holdings that I bought after the sell-off in tech. They generate high returns on invested capital and have a \"cash printer\" advertising business. I wrote my first buy article here, and the stock is up 107% since then.Meta is down quite a bit from its all-time highs, but still a not too shabby 436% since the company went public. With a market cap under a trillion, I believe this one has a lot more upside to come.The price target at the time of my article followed a GAAP PEG ratio data set excluding the slowdown in growth post Metaverse spending. Assuming that the 20% CAGR engine of Facebook is still intact without the Metaverse, I came up with a high price based on a 20.5 X multiplier of $261 at that time. Using that same multiplier times forward EPS estimates of $9.65, gives us a lower current price target of $193. Meta is a hold for me at these prices after the double from the bottom.ChartData by YChartsJamie DimonDimon's net worth is estimated at $1.8 billion, pretty good for a non-founder. JPMorgan  has helped keep the most stable price for a SIB [systematically important bank] bank since the GFC in 2008-09 which helped boost Dimon's net worth, with an estimated $485 million in JP Morgan stock. Dimon's letters have been heralded by Warren Buffett himself and he has been looked at as one of the main orators opining on the forward state of corporate earnings and the economy. As JP Morgan Chase has financial products in almost all economic sectors, he is well suited to know what is happening at any given time, maybe even more so than Janet Yellen or Jerome Powell. The total return on JP Morgan Chase & Co is over 473% since Jamie Dimon took over.Bank stocks track the Graham number well with their earnings being tied directly to assets on the balance sheet. The SQRT of 22.5X $90.29 [book value] X $12.09 [TTM EPS]= $156.71. The stock is currently cheap as are most bank stocks if you can stomach the volatility and trust their balance sheets.ChartData by YChartsSundar PichaiAccording to a Google search, the Google (GOOGL)(GOOG) CEO's net worth just crossed into Billionaire territory at $1.3 Billion. It should be accurate as I imagine he could edit it otherwise on his own search engine! He has reduced his holdings quite a bit but still owns around $200 million in Google stock. Whether he has a major stake in the company or not, his net worth was certainly built on his hard work and effort at Google. Google stock is up 269% since he became CEO.This stock is on my buy list and one of the cheapest tech blue chip stocks out there in my opinion. The TTM EBITDA numbers for Google/Alphabet are at $90.771 Billion. With 12.849 Billion shares outstanding, that equates to $7.064 in EBITDA per share. The EBITDA CAGR, incorporating the TTM as our terminal value to end 2022, would equal a trailing 5-year growth rate of 17.8%. Using 17.8 as a multiple and $7.064 as our multiplicand, we get a price target of $125.73. This stock is well within my price target and a strong buy on seeking alpha's quant system.ChartData by YChartsTim CookTim Cook, like Pichai, also just entered the Billionaire party estimated at a $1.8 Billion net worth as of 2023. At Apple  he has been a wizard of capital stewardship.Cook is estimated to have at least $526 million of Apple stock and has built his net worth through both ownership and large amounts of compensation. Since Cook took over, the stock is up over 1,400% on a total return basis, amazing in this period! While I have expressed my concerns over Apple's lack of innovation and attachment to the China supply chain, early investors who have held have been richly rewarded. I would buy Apple at a cheaper price if it ever gets there. The stock has fans and rightly so.I looked at a standard GAAP PEG ratio for APPLE and came up with the following: Considering $3.00 per share in 2018 as our beginning number and $6.15 as our 2022 terminal EPS, we get a GAAP CAGR in earnings of 15.4%. Using the TTM EPS of $5.91 as our multiplicand and 15.4+.61(Peter Lynch dividend yield kicker of .61%)=16.02 and our multiplier gives us a fair value based on GAAP earnings of $94.67. That would be deep value. Apple has not tracked the rest of the Nasdaq downward so this is wishful thinking. However, I only look for significant value when placing outsized tech bets with low yields. The management controls my fate, so the growth has to be adequate relative to my entry price.ChartData by YChartsJensen HuangI have to admit, even after writing an article about the overvaluation of Nvidia , Jensen Huang has been the most outstanding grower of capital on the list. I figured in the near term it would have been Elon Musk, but it's Jensen. Kudos good sir. As of January 2023, Huang's net worth is US$16.3 billion according to the Bloomberg Billionaires Index.This stock truly defies gravity. NVIDIA is really hard to evaluate and does not track its other semiconductor peers. I have written on NVIDIA trying to give it a liberal price based on a Non-GAAP PEG ratio, and it still didn't pencil. Either way, this stock is more of a bet that NVIDIA has the secret sauce to all things artificial intelligence. As a stock with large founder ownership, I think you can be sure Jensen will do everything in his power to lead NVIDIA to a bright future. If you followed this founder from the beginning, Kudos to you, 32K% return is tops on this list!Even being the most optimistic of optimists, Peter Lynch advises not to use more than 25% as your high forward CAGR estimate for any growth company. Using 25 X as our multiplier and the forward GAAP estimate in earnings-per-share at $4.5, we still come up with a high price target of $112.5. This stock is one of the most richly valued stocks in the entire market. It's not impossible that they grow into these large shoes after a FED pivot and a return to economic growth out of the doldrums of negative cyclicality. Might be time to take some profit on this one, but that's up to you my friends, Jensen is definitely an intangible asset that is hard to quantify.ChartData by YChartsBrian RobertsA good Wikipedia synopsis on Roberts tells the following:Roberts is chairman and CEO of Comcast Corporation. He was named President of Comcast Corporation in 1990 at only 31 years of age when the company had $657 million in annual revenue. Comcast Corporation's annual revenue has since grown to $94.5 billion.Comcast , was one of the 100 bagger stocks mentioned in the 100 Baggers book. Roberts is the son of Founder Ralph J. Roberts and can be considered a quasi-founder. With an estimated net worth of $1.8 Billion, Roberts has done well for himself but could have probably done better considering his positioning in the company's history. I wrote an article on Comcast recently and the company has all kinds of catalysts in front of it, namely in the expansion of its theme-park business and the addition of the Super Nintendo brand in North America. This is a founder stock I am in for a decent amount and it has a great dividend to boot!Coming up with a price target in my coverage of Comcast, I used the Graham number formula; the SQRT of 22.5 X [EPS] X (Book Value), our inputs would be $19.18 Book Value, and our forward EPS equivalent to analyst average estimates of $3.63 a share. Therefore SQRT 22.5 X ($3.63) X ($19.18)= $39.57, basically trading right at fair value with this GAAP metric.Reconfiguring it to get a high end based on EBITDA, we have $35.9 Billion in EBITDA TTM and 4.22 Billion shares outstanding. This would give us an EBITDA per share of $8.5. A reconstituted formula of SQRT 22.5 X($8.5) X (19.18)= $60.56 a share, basically right back to its September 2021 high. Blending the two would give us an average price target of $50 a share.ChartData by YChartsElon MuskI would have assumed the total return on Tesla  would have topped the list, but Jensen Huang trumped Elon Musk in this regard. That being said, Musk tops the list in total net worth at around $200 Billion depending on where Tesla stock sits on any given day. This is the most founder-centric stock that exists amongst Billionaires today in large caps. Although the ride in Tesla stock is the antithesis of a SWAN stock, what do you expect from a product that can do 0-60 in a few seconds? I wrote a Tesla article after it was decimated and the return has been ridiculous ever since.Tesla has proved that it can compound revenue at a higher clip than any other vehicle company that currently exists. This founder stock is rife with both innovation and salesmanship by its CEO. Hard to say where I would enter again, but for those that have held onto this since the beginning, an 11k% return is a handsome reward.Taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.164 Billion shares outstanding and TTM EBITDA of $17.439 Billion, that currently gives us an EBITDA per share of $5.51, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.51. This spits out a fair value of $137.75. Tesla has gone back to a hold in my book, but it is not terribly overvalued.ChartData by YChartsHonorable MentionSoftBank (OTCPK:SFTBY) and Masayoshi Son have been a favorite of mine in the past, but I exited after a lot of bets on Chinese private equity soured. With a 34% stake in SoftBank and a $20 Billion net worth, he is renowned for having one of the best bets of all time in his initial purchase of Alibaba (BABA) before it went public turning $20 million into more than $50 Billion at one point.The company is an eccentric holdings company based around tech plays and private equity liquidations post-IPO. This stock has not produced returns worth mentioning over time, but there may be a play here centered around the future of AI and robotics. I like Masayoshi, he's proven himself to have made a few genius bets, especially on the private equity side.ConclusionAfter writing this article I came to realize that I had owned many of these companies, minus NVIDIA. These companies have been some of the most admired for one reason or another, and their leaders have been a big reason why in my view. Building a net worth of a Billion or more is no simple feat, there are only about 600 Billionaires in the United States and a couple thousand worldwide. Many do not own publicly listed companies, and their net worth is far more difficult to evaluate. These 8 listed individuals are much easier to evaluate due to their public persona and disclosures.While there might be more Billionaire stocks out there in the wild that I have not included, consider this the \"blue chip\" Billionaire portfolio that I can recommend with confidence. Some of these are overvalued and some undervalued. However, picking a swath of these based on Billionaire leadership alone and disregarding fundamental value has shown to have worked in the past as referenced in 100 Baggers. This portfolio is chock full of fan favorites and there is good reason why. No one becomes a Billionaire by accident, it is usually only through excellent capital management or innovation that one gets that crown.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941146610,"gmtCreate":1680081766931,"gmtModify":1680081770935,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"I Read twice","listText":"I Read twice","text":"I Read twice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941146610","repostId":"1159040209","repostType":2,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941277292,"gmtCreate":1680343438216,"gmtModify":1680343442178,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941277292","repostId":"2323082382","repostType":4,"repost":{"id":"2323082382","pubTimestamp":1680318323,"share":"https://ttm.financial/m/news/2323082382?lang=&edition=fundamental","pubTime":"2023-04-01 11:05","market":"us","language":"en","title":"2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2323082382","media":"Motley Fool","summary":"These monster growth stocks have made patient shareholders much richer in the last 10 years.","content":"<html><head></head><body><p>A few big winners can turn a mediocre portfolio into a monster portfolio. <strong>Nvidia</strong> and <strong>Tesla</strong> are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,000 would now be worth $1.7 million. Similarly, shares of Tesla climbed 7,340% over the past decade, turning an initial investment of $20,000 into nearly $1.5 million.</p><p>Are these growth stocks still worth buying?</p><h2>1. Nvidia</h2><p>Semiconductor company Nvidia stumbled last year as high inflation reduced demand for its gaming and data center chips. Revenue remained flat at $27 billion and free cash flow fell 53% to $3.8 billion. Unfortunately, management expects current quarter revenue to decline 22% as economic headwinds continue to suppress demand, though guidance implies operating expenses will also fall sharply.</p><p>However, Nvidia should find it easy to reaccelerate growth when economic conditions improve. Its graphics processing units (GPUs) are the gold standard for rendering realistic visual effects in video games and films, and for accelerating complex data center workloads like scientific computing and artificial intelligence (AI). In fact, Nvidia GPUs hold more than 90% market share in workstation graphics and supercomputer accelerators.</p><p>The company has recently branched into cloud software and services. Omniverse Cloud is a 3D design platform for metaverse applications. DGX Cloud provides on-demand access to Nvidia AI infrastructure, and it includes frameworks that accelerate AI application development in areas like retail, logistics, and healthcare. Nvidia also provides generative AI services for text, images, and video. For instance, investment company Morningstar uses the Nvidia NeMo model to scan and summarize financial documents.</p><p>Those cloud services build on the brand authority Nvidia has cultivated as a chipmaker, and they create new revenue streams that offer more regular cash flow and higher margins than the sale of cyclical hardware products. Management values its addressable market at $1 trillion, and Nvidia should benefit greatly as technologies like the metaverse and AI continue to evolve.</p><p>Currently, shares trade at 24.4 times sales, above the three-year average of 20.7 times sales. That valuation is far from cheap, but Nvidia is the heart of the burgeoning AI industry, so investors should still consider buying a small position in this growth stock today.</p><h2>2. Tesla</h2><p>Tesla faced an onslaught of headwinds last year. Supply chain problems and factory closures hindered production, while high inflation and rising interest rates hammered sales across the auto industry. Tesla managed to grow deliveries 40% to 1.3 million vehicles, but that figure fell short of its medium-term guidance calling for 50% annual growth. Fourth-quarter deliveries also fell short of the Wall Street consensus by a wide margin.</p><p>Some analysts have explained that shortfall as a demand problem, but management brushed those concerns aside during the latest earnings call. CEO Elon Musk said the company was receiving orders at nearly twice the rate of production. Better yet, despite encountering a number of roadblocks throughout the year, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion, and GAAP net income soared 122% to $3.62 per diluted share. Tesla also led the industry with 18.2% market share in battery electric vehicles.</p><p>Additionally, the company achieved an operating margin of 16.8% last year, the highest among any volume carmaker. Musk attributes that accomplishment to manufacturing prowess, noting that Tesla has the most advanced manufacturing technology on the planet. Better yet, there are several reasons to believe the company will become more profitable in the future.</p><p>Tesla should see its logistics costs fall as production ramps at Gigafactory Berlin, its first European factory, simply because the company can now produce cars locally in that market. Tesla is also scaling production of its 4680 battery cell, a technology that promises to reinforce its cost leadership in battery pack production. The company can already produce battery packs (the most expensive part of an electric car) at a lower cost per kilowatt-hour than any other carmaker, but management says the 4680 cell will eventually cut costs by 56%.</p><p>Finally, Tesla sees significant margin upside from its full self-driving (FSD) software. A beta version of the product was released to customers in North America last year, and Tesla plans to take the next step toward autonomous ride hailing by mass-producing a robotaxi next year. Ultimately, management believes FSD technology will be the company&#39;s most important source of profitability.</p><p>Tesla sits in front of a sizable market opportunity. Global electric car sales are expected to grow at 23% annually to hit $1.1 trillion by 2030, according to Precedence Research. And the autonomous vehicles market is expected to grow at 40% annually to reach $2.1 trillion by 2030, according to Research and Markets. As the current leader in battery electric vehicles and one of the leading AI companies (according to Musk), Tesla is set to benefit from both tailwinds. The stock currently trades at 8 times sales, a very rich valuation for a carmaker.</p><p>Investors must decide whether Tesla is a carmaker that dabbles in AI, or an AI company that makes cars. Those who find the second description more accurate should consider buying a few shares of this growth stock today. If Tesla does indeed disrupt the mobility industry with robotaxis, its revenue (and margins) could grow quickly and the current valuation multiple could fall in a hurry.</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 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Turned $20,000 Into $1 Million In the Last Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-01 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A few big winners can turn a mediocre portfolio into a monster portfolio. Nvidia and Tesla are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","NVDA":"英伟达","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4023":"应用软件","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4567":"ESG概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4579":"人工智能","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4588":"碎股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1"},"source_url":"https://www.fool.com/investing/2023/03/31/2-growth-stocks-turned-20000-into-1-million-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323082382","content_text":"A few big winners can turn a mediocre portfolio into a monster portfolio. Nvidia and Tesla are proof of that. Shares of Nvidia soared 8,250% over the past decade, meaning an initial investment of $20,000 would now be worth $1.7 million. Similarly, shares of Tesla climbed 7,340% over the past decade, turning an initial investment of $20,000 into nearly $1.5 million.Are these growth stocks still worth buying?1. NvidiaSemiconductor company Nvidia stumbled last year as high inflation reduced demand for its gaming and data center chips. Revenue remained flat at $27 billion and free cash flow fell 53% to $3.8 billion. Unfortunately, management expects current quarter revenue to decline 22% as economic headwinds continue to suppress demand, though guidance implies operating expenses will also fall sharply.However, Nvidia should find it easy to reaccelerate growth when economic conditions improve. Its graphics processing units (GPUs) are the gold standard for rendering realistic visual effects in video games and films, and for accelerating complex data center workloads like scientific computing and artificial intelligence (AI). In fact, Nvidia GPUs hold more than 90% market share in workstation graphics and supercomputer accelerators.The company has recently branched into cloud software and services. Omniverse Cloud is a 3D design platform for metaverse applications. DGX Cloud provides on-demand access to Nvidia AI infrastructure, and it includes frameworks that accelerate AI application development in areas like retail, logistics, and healthcare. Nvidia also provides generative AI services for text, images, and video. For instance, investment company Morningstar uses the Nvidia NeMo model to scan and summarize financial documents.Those cloud services build on the brand authority Nvidia has cultivated as a chipmaker, and they create new revenue streams that offer more regular cash flow and higher margins than the sale of cyclical hardware products. Management values its addressable market at $1 trillion, and Nvidia should benefit greatly as technologies like the metaverse and AI continue to evolve.Currently, shares trade at 24.4 times sales, above the three-year average of 20.7 times sales. That valuation is far from cheap, but Nvidia is the heart of the burgeoning AI industry, so investors should still consider buying a small position in this growth stock today.2. TeslaTesla faced an onslaught of headwinds last year. Supply chain problems and factory closures hindered production, while high inflation and rising interest rates hammered sales across the auto industry. Tesla managed to grow deliveries 40% to 1.3 million vehicles, but that figure fell short of its medium-term guidance calling for 50% annual growth. Fourth-quarter deliveries also fell short of the Wall Street consensus by a wide margin.Some analysts have explained that shortfall as a demand problem, but management brushed those concerns aside during the latest earnings call. CEO Elon Musk said the company was receiving orders at nearly twice the rate of production. Better yet, despite encountering a number of roadblocks throughout the year, Tesla reported impressive financial results. Revenue increased 51% to $81.5 billion, and GAAP net income soared 122% to $3.62 per diluted share. Tesla also led the industry with 18.2% market share in battery electric vehicles.Additionally, the company achieved an operating margin of 16.8% last year, the highest among any volume carmaker. Musk attributes that accomplishment to manufacturing prowess, noting that Tesla has the most advanced manufacturing technology on the planet. Better yet, there are several reasons to believe the company will become more profitable in the future.Tesla should see its logistics costs fall as production ramps at Gigafactory Berlin, its first European factory, simply because the company can now produce cars locally in that market. Tesla is also scaling production of its 4680 battery cell, a technology that promises to reinforce its cost leadership in battery pack production. The company can already produce battery packs (the most expensive part of an electric car) at a lower cost per kilowatt-hour than any other carmaker, but management says the 4680 cell will eventually cut costs by 56%.Finally, Tesla sees significant margin upside from its full self-driving (FSD) software. A beta version of the product was released to customers in North America last year, and Tesla plans to take the next step toward autonomous ride hailing by mass-producing a robotaxi next year. Ultimately, management believes FSD technology will be the company's most important source of profitability.Tesla sits in front of a sizable market opportunity. Global electric car sales are expected to grow at 23% annually to hit $1.1 trillion by 2030, according to Precedence Research. And the autonomous vehicles market is expected to grow at 40% annually to reach $2.1 trillion by 2030, according to Research and Markets. As the current leader in battery electric vehicles and one of the leading AI companies (according to Musk), Tesla is set to benefit from both tailwinds. The stock currently trades at 8 times sales, a very rich valuation for a carmaker.Investors must decide whether Tesla is a carmaker that dabbles in AI, or an AI company that makes cars. Those who find the second description more accurate should consider buying a few shares of this growth stock today. If Tesla does indeed disrupt the mobility industry with robotaxis, its revenue (and margins) could grow quickly and the current valuation multiple could fall in a hurry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949623041,"gmtCreate":1678617048583,"gmtModify":1678617054194,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Exxellent compilation","listText":"Exxellent compilation","text":"Exxellent compilation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949623041","repostId":"2318243725","repostType":2,"repost":{"id":"2318243725","pubTimestamp":1678613274,"share":"https://ttm.financial/m/news/2318243725?lang=&edition=fundamental","pubTime":"2023-03-12 17:27","market":"us","language":"en","title":"These 7 Dividend Stocks Pay $96 Billion a Year, Combined, to Their Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2318243725","media":"Motley Fool","summary":"These widely owned, brand-name income stocks are parsing out between $11 billion and $20.2 billion annually to their shareholders.","content":"<html><head></head><body><p>There is no shortage of investing strategies to make money on Wall Street. However, buying dividend stocks has historically been among the most successful.</p><p>According to a report published 10 years ago by J.P. Morgan Asset Management, a division of money-center bank <b>JPMorgan Chase</b>, income stocks have a history of wildly outperforming companies that don&#39;t offer a dividend. Between 1972 and 2012, companies that initiated and grew their payouts averaged a 9.5% annual return. By comparison, the annualized return of non-dividend stocks over the same 40-year period was a mere 1.6%.</p><p>But not all dividend stocks are the same. While the following seven companies aren&#39;t typically going to jaw-drop investors with their yields, the sheer dollar amount they devote to paying dividends certainly will. On a combined basis, these seven dividend stocks are paying out approximately $96 billion each year to their shareholders.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>: $20.24 billion in annual dividends paid to shareholders</h2><p>The company that currently holds the crown as having the highest nominal-dollar dividend in the country is tech stock <b>Microsoft</b>. Although Microsoft&#39;s yield of 1.1% isn&#39;t much of a head-turner, its base annual dividend of $2.72 with 7.44 billion shares outstanding equates to an annual payout in excess of $20 billion.</p><p>One of the reasons Microsoft can sustain such a mammoth dividend is its revenue mix. Although core segments like Windows are no longer a growth story, its legacy operations still generate substantial cash flow. Microsoft has been able to utilize this cash to reinvest in faster-growing initiatives, as well as make acquisitions (e.g., LinkedIn and Nuance Communications).</p><p>Microsoft&#39;s future is very much dependent on the cloud and artificial intelligence (AI). Excluding currency movements, Azure delivered 38% sales growth in the December-ended quarter, and now accounts for almost a quarter of global cloud infrastructure service spending.  With the exception of Windows Commercial and Office Consumer products and cloud services, every other cloud-focused sales channel grew by a double-digit percentage (sans currency movements) in the most recent quarter.</p><p><img src=\"https://static.tigerbbs.com/014995086f3661658074d153446c9206\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Historically high oil prices have helped ExxonMobil significantly grow its cash flow. WTI Crude Oil Spot Price data by YCharts.</p><h2>2. <a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>: $14.81 billion</h2><p>Historically, big oil has always been an excellent source of dividend income. Global energy major <b>ExxonMobil</b> keeps that tradition alive, with an annual payout to its shareholders of around $14.8 billion.</p><p>It&#39;s no secret that ExxonMobil is benefiting immensely from an increase in the price of crude oil. Russia&#39;s invasion of Ukraine, which has no obvious end date, calls into question Europe&#39;s energy supply needs. Couple this with three years of reduced capital investment resulting from the COVID-19 pandemic, and you have a recipe for constrained supply and an above-average price for oil.</p><p>ExxonMobil&#39;s payout is further protected by its integrated operating model. While it generates the lion&#39;s share of its profit from drilling oil and natural gas, it also operates chemical plants and refineries (aka, its downstream assets). Even though this downstream segment doesn&#39;t have the same juicy margins as its drilling operations, it serves as the perfect hedge against crude oil price weakness. When the price of oil drops, demand for petroleum products often increases.</p><h2>3. <a href=\"https://laohu8.com/S/AAPL\">Apple</a>: $14.55 billion</h2><p><b>Apple</b> is another one of the highest-paying dividend stocks on the planet, in nominal-dollar terms. There&#39;s a reasonable chance it would have topped this list had the company not repurchased more than $550 billion worth of its common stock over the past 10 years and reduced its outstanding share count.</p><p>The stability of Apple&#39;s payout begins with its mountain of operating cash flow ($109.2 billion in calendar year 2022). This cash flow represents the ongoing success of its physical product portfolio (iPhone, iPad, and Mac), as well as the burgeoning growth potential of its subscription service segment. Services are a higher margin segment for Apple, and will play a key role in the coming years by minimizing sales fluctuations tied to iPhone replacement cycles.</p><p>Apple also has an incredibly loyal customer base that trusts the brand. According to Interbrand, Apple has held the No. 1 spot as the world&#39;s most-valuable brand for 10 consecutive years. Interbrand&#39;s brand value calculation takes into account the financial performance of a brand&#39;s products and services, the role a brand plays in the purchase decision-making process, and a brand&#39;s ability to keep customers loyal.</p><h2>4. <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>: $11.76 billion</h2><p>Similar to big oil, financial stocks are known for their steady dividends and healthy capital-return programs -- especially during economic expansions. Among bank stocks, JPMorgan Chase is the cream of the crop, with an $11.76 billion annual payout to its shareholders.</p><p>This is proving to be a particularly interesting time for bank stocks. Normally, when the winds of recession begin blowing, the Federal Reserve comes to the rescue by lowering interest rates to spur lending activity. But with the Fed 100% focused on taming historically high inflation, higher interest rates are translating into beefier profits for bank stocks. In 2022, JPMorgan Chase recognized $67.1 billion in net interest income, up $14.4 billion from the previous year.</p><p>JPMorgan Chase has also made steady progress encouraging its customers to bank online or via mobile app. As of the end of December, it had 49.7 million active mobile customers, which was up 4.2 million from the prior-year period.  The more people bank online, the more flexibility JPMorgan Chase has with regard to branch consolidation and improving its operating efficiency.</p><h2>5. <a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a>: $11.75 billion</h2><p>There, arguably, isn&#39;t a healthcare stock on the planet that rewards its shareholders as well as <b>Johnson &amp; Johnson</b>. J&amp;J, as the company is more commonly known, has raised its dividend for 60 consecutive years and is one of only two publicly traded companies with the highest possible credit rating (AAA) assigned by Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>. For those curious, Microsoft is the other public company with a AAA rating.</p><p>There are two explanations for Johnson &amp; Johnson&#39;s impressive dividend. First of all, healthcare stocks are naturally defensive. Since we can&#39;t control what ailments we develop or when we become ill, there&#39;s always going to be demand for prescription drugs, medical devices, and healthcare services. This consistency of demand helped J&amp;J to 35 consecutive years of adjusted operating earnings growth prior to the pandemic.</p><p>The other factor that allows J&amp;J to support a juicy payout is its sales mix. For more than a decade, high-margin pharmaceuticals have grown into a larger percentage of Johnson &amp; Johnson&#39;s revenue. However, brand-name drugs have a finite period of sales exclusivity. J&amp;J fights back against future patent expirations by reinvesting in its pipeline, collaborating with other drug developers, and leaning on its world-leading medical device segment.</p><p><img src=\"https://static.tigerbbs.com/d9029abdc83bd8ed7444a84d95a20040\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chevron has increased its base annual payout for 36 consecutive years. CVX Dividend data by YCharts.</p><h2>6. <a href=\"https://laohu8.com/S/CVX\">Chevron</a>: $11.54 billion</h2><p>Just in case it wasn&#39;t clear the first time, big oil stocks are known for their hefty dividends. <b>Chevron</b>, which has increased its base annual payout for 36 consecutive years, is now parsing out over $6 per share in dividends and more than $11.5 billion per year, in aggregate.</p><p>Among large-scale energy stocks, Chevron&#39;s payout is especially safe given the health of its balance sheet. Higher oil and gas prices allowed Chevron to reduce its net debt from $25.7 billion to just $5.4 billion last year.  That&#39;s a net debt ratio of only 3.3%, which gives the company plenty of financial flexibility to increase its dividend, as well as undertake a $75 billion share repurchase program.</p><p>Similar to ExxonMobil, Chevron&#39;s integrated operating structure plays a big role in its ongoing success. While higher energy commodity prices are far more favorable for its high-margin drilling segment, the transmission pipelines, refineries, and chemical plants Chevron owns allow it to generate predictable cash flow in virtually any economic climate.</p><h2>7. <a href=\"https://laohu8.com/S/VZ\">Verizon Communications</a>: $10.96 billion</h2><p>The seventh brand-name dividend stock that&#39;s been sharing the wealth with its investors is telecom stock <b>Verizon Communications</b>. Verizon&#39;s 6.8% yield is tops on this list, with the company paying close to $11 billion annually to its shareholders.</p><p>Despite Verizon&#39;s best growth days being long gone, it does have a handful of catalysts helping to modestly grow both its profits and payout. The first of these is the ongoing rollout of 5G wireless infrastructure. Upgrading its wireless network is both costly and time-consuming. However, this investment should be well worth it, with consumers increasing their data consumption.</p><p>The other notable catalyst has been broadband growth. After making sizable investments in 5G mid-band spectrum, Verizon delivered its best quarter of broadband net additions -- 416,000 net additions in the fourth quarter -- in more than a decade.  Broadband tends to be a steady driver of cash flow, as well as an excellent lure to encourage service bundling.</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>These 7 Dividend Stocks Pay $96 Billion a Year, Combined, to Their Shareholders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 7 Dividend Stocks Pay $96 Billion a Year, Combined, to Their Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-12 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/12/7-dividend-stocks-pay-96-billion-year-shareholders/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There is no shortage of investing strategies to make money on Wall Street. However, buying dividend stocks has historically been among the most successful.According to a report published 10 years ago ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/12/7-dividend-stocks-pay-96-billion-year-shareholders/\">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","JPM":"摩根大通","XOM":"埃克森美孚","VZ":"威瑞森","MSFT":"微软","JNJ":"强生"},"source_url":"https://www.fool.com/investing/2023/03/12/7-dividend-stocks-pay-96-billion-year-shareholders/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318243725","content_text":"There is no shortage of investing strategies to make money on Wall Street. However, buying dividend stocks has historically been among the most successful.According to a report published 10 years ago by J.P. Morgan Asset Management, a division of money-center bank JPMorgan Chase, income stocks have a history of wildly outperforming companies that don't offer a dividend. Between 1972 and 2012, companies that initiated and grew their payouts averaged a 9.5% annual return. By comparison, the annualized return of non-dividend stocks over the same 40-year period was a mere 1.6%.But not all dividend stocks are the same. While the following seven companies aren't typically going to jaw-drop investors with their yields, the sheer dollar amount they devote to paying dividends certainly will. On a combined basis, these seven dividend stocks are paying out approximately $96 billion each year to their shareholders.1. Microsoft: $20.24 billion in annual dividends paid to shareholdersThe company that currently holds the crown as having the highest nominal-dollar dividend in the country is tech stock Microsoft. Although Microsoft's yield of 1.1% isn't much of a head-turner, its base annual dividend of $2.72 with 7.44 billion shares outstanding equates to an annual payout in excess of $20 billion.One of the reasons Microsoft can sustain such a mammoth dividend is its revenue mix. Although core segments like Windows are no longer a growth story, its legacy operations still generate substantial cash flow. Microsoft has been able to utilize this cash to reinvest in faster-growing initiatives, as well as make acquisitions (e.g., LinkedIn and Nuance Communications).Microsoft's future is very much dependent on the cloud and artificial intelligence (AI). Excluding currency movements, Azure delivered 38% sales growth in the December-ended quarter, and now accounts for almost a quarter of global cloud infrastructure service spending.  With the exception of Windows Commercial and Office Consumer products and cloud services, every other cloud-focused sales channel grew by a double-digit percentage (sans currency movements) in the most recent quarter.Historically high oil prices have helped ExxonMobil significantly grow its cash flow. WTI Crude Oil Spot Price data by YCharts.2. ExxonMobil: $14.81 billionHistorically, big oil has always been an excellent source of dividend income. Global energy major ExxonMobil keeps that tradition alive, with an annual payout to its shareholders of around $14.8 billion.It's no secret that ExxonMobil is benefiting immensely from an increase in the price of crude oil. Russia's invasion of Ukraine, which has no obvious end date, calls into question Europe's energy supply needs. Couple this with three years of reduced capital investment resulting from the COVID-19 pandemic, and you have a recipe for constrained supply and an above-average price for oil.ExxonMobil's payout is further protected by its integrated operating model. While it generates the lion's share of its profit from drilling oil and natural gas, it also operates chemical plants and refineries (aka, its downstream assets). Even though this downstream segment doesn't have the same juicy margins as its drilling operations, it serves as the perfect hedge against crude oil price weakness. When the price of oil drops, demand for petroleum products often increases.3. Apple: $14.55 billionApple is another one of the highest-paying dividend stocks on the planet, in nominal-dollar terms. There's a reasonable chance it would have topped this list had the company not repurchased more than $550 billion worth of its common stock over the past 10 years and reduced its outstanding share count.The stability of Apple's payout begins with its mountain of operating cash flow ($109.2 billion in calendar year 2022). This cash flow represents the ongoing success of its physical product portfolio (iPhone, iPad, and Mac), as well as the burgeoning growth potential of its subscription service segment. Services are a higher margin segment for Apple, and will play a key role in the coming years by minimizing sales fluctuations tied to iPhone replacement cycles.Apple also has an incredibly loyal customer base that trusts the brand. According to Interbrand, Apple has held the No. 1 spot as the world's most-valuable brand for 10 consecutive years. Interbrand's brand value calculation takes into account the financial performance of a brand's products and services, the role a brand plays in the purchase decision-making process, and a brand's ability to keep customers loyal.4. JPMorgan Chase: $11.76 billionSimilar to big oil, financial stocks are known for their steady dividends and healthy capital-return programs -- especially during economic expansions. Among bank stocks, JPMorgan Chase is the cream of the crop, with an $11.76 billion annual payout to its shareholders.This is proving to be a particularly interesting time for bank stocks. Normally, when the winds of recession begin blowing, the Federal Reserve comes to the rescue by lowering interest rates to spur lending activity. But with the Fed 100% focused on taming historically high inflation, higher interest rates are translating into beefier profits for bank stocks. In 2022, JPMorgan Chase recognized $67.1 billion in net interest income, up $14.4 billion from the previous year.JPMorgan Chase has also made steady progress encouraging its customers to bank online or via mobile app. As of the end of December, it had 49.7 million active mobile customers, which was up 4.2 million from the prior-year period.  The more people bank online, the more flexibility JPMorgan Chase has with regard to branch consolidation and improving its operating efficiency.5. Johnson & Johnson: $11.75 billionThere, arguably, isn't a healthcare stock on the planet that rewards its shareholders as well as Johnson & Johnson. J&J, as the company is more commonly known, has raised its dividend for 60 consecutive years and is one of only two publicly traded companies with the highest possible credit rating (AAA) assigned by Standard & Poor's, a division of S&P Global. For those curious, Microsoft is the other public company with a AAA rating.There are two explanations for Johnson & Johnson's impressive dividend. First of all, healthcare stocks are naturally defensive. Since we can't control what ailments we develop or when we become ill, there's always going to be demand for prescription drugs, medical devices, and healthcare services. This consistency of demand helped J&J to 35 consecutive years of adjusted operating earnings growth prior to the pandemic.The other factor that allows J&J to support a juicy payout is its sales mix. For more than a decade, high-margin pharmaceuticals have grown into a larger percentage of Johnson & Johnson's revenue. However, brand-name drugs have a finite period of sales exclusivity. J&J fights back against future patent expirations by reinvesting in its pipeline, collaborating with other drug developers, and leaning on its world-leading medical device segment.Chevron has increased its base annual payout for 36 consecutive years. CVX Dividend data by YCharts.6. Chevron: $11.54 billionJust in case it wasn't clear the first time, big oil stocks are known for their hefty dividends. Chevron, which has increased its base annual payout for 36 consecutive years, is now parsing out over $6 per share in dividends and more than $11.5 billion per year, in aggregate.Among large-scale energy stocks, Chevron's payout is especially safe given the health of its balance sheet. Higher oil and gas prices allowed Chevron to reduce its net debt from $25.7 billion to just $5.4 billion last year.  That's a net debt ratio of only 3.3%, which gives the company plenty of financial flexibility to increase its dividend, as well as undertake a $75 billion share repurchase program.Similar to ExxonMobil, Chevron's integrated operating structure plays a big role in its ongoing success. While higher energy commodity prices are far more favorable for its high-margin drilling segment, the transmission pipelines, refineries, and chemical plants Chevron owns allow it to generate predictable cash flow in virtually any economic climate.7. Verizon Communications: $10.96 billionThe seventh brand-name dividend stock that's been sharing the wealth with its investors is telecom stock Verizon Communications. Verizon's 6.8% yield is tops on this list, with the company paying close to $11 billion annually to its shareholders.Despite Verizon's best growth days being long gone, it does have a handful of catalysts helping to modestly grow both its profits and payout. The first of these is the ongoing rollout of 5G wireless infrastructure. Upgrading its wireless network is both costly and time-consuming. However, this investment should be well worth it, with consumers increasing their data consumption.The other notable catalyst has been broadband growth. After making sizable investments in 5G mid-band spectrum, Verizon delivered its best quarter of broadband net additions -- 416,000 net additions in the fourth quarter -- in more than a decade.  Broadband tends to be a steady driver of cash flow, as well as an excellent lure to encourage service bundling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941671772,"gmtCreate":1680239150596,"gmtModify":1680239154862,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941671772","repostId":"2323745014","repostType":2,"repost":{"id":"2323745014","pubTimestamp":1680222146,"share":"https://ttm.financial/m/news/2323745014?lang=&edition=fundamental","pubTime":"2023-03-31 08:22","market":"us","language":"en","title":"7 Undervalued Growth Stocks to Buy Before They Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2323745014","media":"InvestorPlace","summary":"Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is pois","content":"<html><head></head><body><ul><li><p><strong>Roku</strong> (<strong><u>ROKU</u></strong>): Roku is getting a lift from the rebounding TV ad market.</p></li><li><p><strong>Plug Power</strong> (<strong><u>PLUG</u></strong>): PLUG is poised to become a major supplier of green hydrogen to a large airlines.</p></li><li><p><strong>Darden</strong> (<strong><u>DRI</u></strong>): DRI reported outstanding quarterly results this month.</p></li><li><p>Keep reading to find the complete list of undervalued growth stocks!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9691c73d2c90fafebcc65ae4d5ebc19\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: REDPIXEL.PL / Shutterstock.com</p><p>With the mini-banking crisis ebbing, the Fed poised to stop raising interest rates, and strong economic growth, it’s a good time to find undervalued growth stocks to buy.</p><p>Significant parts of most of the American banks that have failed in recent weeks have been acquired, while a troublesome European bank, Credit Suisse, was bought by <strong>UBS </strong>(NYSE:<strong><u>UBS</u></strong>). Meanwhile, the flow of deposits from small banks to large banks “has slowed to a trickle in recent days, <em>CNBC</em> reported on March 25. The latter data indicate that the banking sector is quickly returning to normal after the mini-crisis. As a result, the mini-crisis is unlikely to trigger a recession and almost certainly won’t result in a credit crunch.</p><p>Further, the Fed is poised to finally take its foot off the brake, as most Fed officials expect to raise rates minimally for the rest of this year.</p><p>On the economic front, the labor market continues to be very strong, and the central bank expects the economy to grow at a scintillating, annualized pace of 3.2% this quarter.</p><p>Here are seven undervalued stocks to buy that will enable investors to take advantage of these favorable macro conditions.</p><h2>Undervalued Growth Stocks: Roku (ROKU)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a667fe0ddb71e20f994e71009e4d7590\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock</p><p>As I’ve pointed out in past columns, <strong>Roku </strong>(NASDAQ:<strong><u>ROKU</u></strong>) provides the leading operating system for streaming TV, which has become consumers’ favorite way to watch television. And I’ve noted that the supply chain and ad issues that have plagued the company in recent years should ebb as supply chains continue to improve.</p><p>Now the Street is catching on to ROKU stock’s strong, positive catalysts. That’s because investment bank Susquehanna raised its rating on ROKU to “positive” from “neutral.” The firm thinks the company’s financial results are “bottoming,” It will benefit over the long term as marketers move more ads to streaming channels.</p><p>The firm reported that the ad market appears to be improving, while Roku could soon start selling ads to other digital platforms. According to the investment bank, the latter initiative could enable Roku to collect additional “high margin revenue.”</p><p>ROKU is currently changing hands at a relatively low forward price-sales ratio of 2.35. Given Roku’s tremendous growth potential, I think the shares are meaningfully undervalued at current levels.</p><h2>Plug Power (PLUG)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8baac56f5c9242be08f484dc5169a823\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Postmodern Studio / Shutterstock</p><p><strong>Plug Power</strong> (NASDAQ:<strong><u>PLUG</u></strong>) continues to progress toward becoming a green-hydrogen giant. Specifically, the company announced on March 21 that it had found a way to make hydrogen-powered forklifts economical for the first time “for warehouses that operate fewer than 100 electric forklifts.”</p><p>According to PLUG, such warehouses buy “more than 25% of all forklifts sold in the U.S.”</p><p>Moreover, Plug provided hydrogen fuel cells for a recent successful test flight of a small plane that was partially powered by hydrogen. The plane is owned by <strong>Universal Hydrogen</strong>, which carried out the test and has made a deal to supply hydrogen to <strong>American Airlines</strong> (NASDAQ:<strong><u>AAL</u></strong>) “by 2025.” And America’s smaller, main planes are expected to start utilizing hydrogen around 2029.</p><p>Since PLUG is a major supplier of green hydrogen and is working with Universal Hydrogen, the latter company will likely buy a great deal of green hydrogen from Plug Power, lifting Plug’s financial results and PLUG stock in the process.</p><p>Plug Power is trading for just 1.3 times its 2026 revenue guidance of $5 billion, making the shares’ valuation quite attractive.</p><h2>Darden (DRI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bfb9f537e8a9add6ff029343c9197ab\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutterstock</p><p><strong>Darden</strong> (NYSE:<strong><u>DRI</u></strong>), which owns and operates many casual-dining restaurants, delivered beat-and-raise quarterly results on March 23.</p><p>Specifically, the company’s revenue soared 14% year-over-year, while its same-store sales climbed 11.7%. Meanwhile, Darden’s earnings per share came in at $2.34, and it increased its fiscal 2023 EPS estimate to $7.85-$8 from $7.60-$8.</p><p>Bank of America responded to the news by raising its price target on DRI stock to $172 from $170. The firm is upbeat on the company’s low-price strategy, and it thinks that DRI could beat its same-restaurant-sales-growth guidance of 3%-5% for the current quarter. The bank maintained a “buy” rating on the shares.</p><p>And calling Darden’s Q3 results “solid,” RBC Capital raised its price target on the shares to $165 from $160. The bank says that commodity prices are trending downwards, which maintained an “outperform” rating on DRI stock.</p><p>Given Darden’s strong growth, its forward price-to-earnings ratio of 16.8 times is quite attractive regarding undervalued growth stocks.</p><h2>Air Products &amp; Chemicals (APD)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b2f5b1fa69ce6ff3b5589cb9595c036\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Andy Borysowski / Shutterstock.com</p><p><em>InvestorPlace</em> columnist Chris Markoch recently reported that <strong>Air Products &amp; Chemicals </strong>(NYSE:<strong><u>APD</u></strong>) plans to spend “over $15 billion by 2027 to deliver large amounts of clean hydrogen.”</p><p>Thus, over the long term, APD will likely deliver strong growth as the demand for green hydrogen by trucking companies, airlines, and many other companies surges tremendously.</p><p>Supporting my theory, APD CEO Seifi Ghasemi said in February, “We continue to see significant opportunities…to bring green hydrogen to consumers around the world,”</p><p>And as Markoch points out, the company has low debt and a stable gas business, making the shares appealing to conservative investors. Also noteworthy is that APD expects its earnings per share, excluding certain items, to soar 9%-12% this year to $11.20-$11.50.</p><p>On March 7, investment bank Evercore added APD to its “Tactical Outpeform” list, citing the company’s favorable valuation and the strong outlook of its industrial gases business.</p><p>At the midpoint, that equates to a forward price-to-earnings ratio of 23.7 for APD stock. That valuation is very attractive, given the company’s strong profitability and a huge opportunity in green hydrogen.</p><h2>Canadian Solar (CSIQ)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f004b89489d4cb1df4ad5b421940e4b\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutter B Photo / Shutterstock.com</p><p><strong>Canadian Solar</strong> (NASDAQ:<strong><u>CSIQ</u></strong>) reported very strong fourth-quarter results, showing that it’s benefiting a great deal from the very rapid proliferation of solar energy. Specifically, the company’s shipments of solar modules soared 68% year-over-year, while its net income jumped almost 300% to $77.8 million. Moreover, its gross margin came in at nearly 17.7%, near the upper end of its guidance range. And analysts, on average, expect its EPS to soar 69% in 2023.</p><p>Importantly CEO Shawn Qu, speaking on the company’s Q4 earnings call, stated that he thinks gross margins can reach “20% to 30%..in [the] mid to long term.”</p><p>And impressively, CSIQ stock has a Composite Rating of 89 from IBD, including an RS score of 90,. The latter score indicates that CSIQ stock has meaningfully outperformed the market in the last year.</p><p>CSIQ should continue to benefit from the quickly increasing use of solar energy in many parts of the world, especially China and Europe, and from the electrification of transportation.</p><p>The stock’s forward price-to-earnings ratio of 5.75x is extremely low, making it one of the top undervalued growth stocks.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p><strong>PayPal </strong>(NASDAQ:<strong><u>PYPL</u></strong>) is clearly continuing to benefit from the ongoing growth of e-commerce and digital payments, along with strong consumer spending trends. Last quarter, its free cash flow climbed 4%, while it expects its earnings per share, excluding some items, to rise around 24% this quarter versus the same period a year earlier.</p><p>Going forward, the company may also get a boost from the accusations made by Hindenburg Research against <strong><a href=\"https://laohu8.com/S/SQ\">Block</a></strong> (NYSE:<strong><u>SQ</u></strong>). First, some investors who have sold SQ stock because of the accusations could look to buy PayPal instead. And secondly, PayPal does compete with Block to some extent, and some small businesses could give up Block and turn to PayPal in the wake of Hindenburg’s charges.</p><p>Also noteworthy is that outgoing CEO Dan Schulman, on March 9, said that “I think across our business, we’re seeing strength that’s beyond what we expected.” Schulman said that a rebound of e-commerce, or “discretionary spending,” may be responsible for the rebound.</p><p>Alternatively, PayPal could be gaining market share, he stated.</p><p>PYPL stock has a very attractive forward price-to-earnings ratio of 15x.</p><h2>Volkswagen (VWAGY)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1245be8a7f8896e9c3e078dcc4bd0ce6\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: multitel / Shutterstock.com</p><p><strong>Volkswagen’s </strong>(OTCMKTS:<strong><u>VWAGY</u></strong>) revenue climbed 11.6% last year, and it is second when it comes to global sales of automobiles. Additionally, the company’s earnings before taxes jumped 9.5% last year to 22 billion euros. And in the fourth quarter, its global auto sales climbed 11% compared to a year earlier.</p><p>Going forward, the automaker should benefit from improving economic trends in the EU. Indeed, the number of “new car registrations” in the bloc jumped 11.5% year-over-year last month.</p><p>Moreover, Volkswagen is a leader in the rapidly growing EV sector. Last quarter, its global EV sales jumped 24% year-over-year to 118,000. In the EU, overall EV sales soared 40% YOY last month, so Volkswagen’s leadership in the EV sector should boost its growth within Europe. And with the automaker planning to invest a great deal in its EV transformation going forward, it should benefit tremendously from the continued proliferation of EVs in Europe, the U.S., and China.</p><p>Despite all of these positive catalysts, Volkswagen has a tiny forward price-to-earnings ratio of just 4.9x. That makes it among the best undervalued growth stocks in my book.</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>7 Undervalued Growth Stocks to Buy Before They Take Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Undervalued Growth Stocks to Buy Before They Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is poised to become a major supplier of green hydrogen to a large airlines.Darden (DRI): DRI reported ...</p>\n\n<a href=\"https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","QLD":"纳指两倍做多ETF","BK4008":"航空公司","BK4585":"ETF&股票定投概念","VWAGY":"大众汽车ADR","ROKU":"Roku Inc","SQ":"Block","BK4101":"工业气体","AAL":"美国航空","TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4524":"宅经济概念","BK4535":"淡马锡持仓","APD":"空气化工","LU1861217088.USD":"贝莱德金融科技A2","DRI":"达登饭店","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4550":"红杉资本持仓","CSIQ":"阿特斯太阳能","BK4500":"航空公司","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4118":"综合性资本市场","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4519":"光伏太阳能","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","PYPL":"PayPal","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4581":"高盛持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLUG":"普拉格能源","BK4096":"电气部件与设备","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","QID":"纳指两倍做空ETF","BK4209":"餐馆","BK4099":"汽车制造商","SQQQ":"纳指三倍做空ETF","BK4548":"巴美列捷福持仓","BK4541":"氢能源","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4528":"SaaS概念"},"source_url":"https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323745014","content_text":"Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is poised to become a major supplier of green hydrogen to a large airlines.Darden (DRI): DRI reported outstanding quarterly results this month.Keep reading to find the complete list of undervalued growth stocks!Source: REDPIXEL.PL / Shutterstock.comWith the mini-banking crisis ebbing, the Fed poised to stop raising interest rates, and strong economic growth, it’s a good time to find undervalued growth stocks to buy.Significant parts of most of the American banks that have failed in recent weeks have been acquired, while a troublesome European bank, Credit Suisse, was bought by UBS (NYSE:UBS). Meanwhile, the flow of deposits from small banks to large banks “has slowed to a trickle in recent days, CNBC reported on March 25. The latter data indicate that the banking sector is quickly returning to normal after the mini-crisis. As a result, the mini-crisis is unlikely to trigger a recession and almost certainly won’t result in a credit crunch.Further, the Fed is poised to finally take its foot off the brake, as most Fed officials expect to raise rates minimally for the rest of this year.On the economic front, the labor market continues to be very strong, and the central bank expects the economy to grow at a scintillating, annualized pace of 3.2% this quarter.Here are seven undervalued stocks to buy that will enable investors to take advantage of these favorable macro conditions.Undervalued Growth Stocks: Roku (ROKU)Source: Michael Vi / ShutterstockAs I’ve pointed out in past columns, Roku (NASDAQ:ROKU) provides the leading operating system for streaming TV, which has become consumers’ favorite way to watch television. And I’ve noted that the supply chain and ad issues that have plagued the company in recent years should ebb as supply chains continue to improve.Now the Street is catching on to ROKU stock’s strong, positive catalysts. That’s because investment bank Susquehanna raised its rating on ROKU to “positive” from “neutral.” The firm thinks the company’s financial results are “bottoming,” It will benefit over the long term as marketers move more ads to streaming channels.The firm reported that the ad market appears to be improving, while Roku could soon start selling ads to other digital platforms. According to the investment bank, the latter initiative could enable Roku to collect additional “high margin revenue.”ROKU is currently changing hands at a relatively low forward price-sales ratio of 2.35. Given Roku’s tremendous growth potential, I think the shares are meaningfully undervalued at current levels.Plug Power (PLUG)Source: Postmodern Studio / ShutterstockPlug Power (NASDAQ:PLUG) continues to progress toward becoming a green-hydrogen giant. Specifically, the company announced on March 21 that it had found a way to make hydrogen-powered forklifts economical for the first time “for warehouses that operate fewer than 100 electric forklifts.”According to PLUG, such warehouses buy “more than 25% of all forklifts sold in the U.S.”Moreover, Plug provided hydrogen fuel cells for a recent successful test flight of a small plane that was partially powered by hydrogen. The plane is owned by Universal Hydrogen, which carried out the test and has made a deal to supply hydrogen to American Airlines (NASDAQ:AAL) “by 2025.” And America’s smaller, main planes are expected to start utilizing hydrogen around 2029.Since PLUG is a major supplier of green hydrogen and is working with Universal Hydrogen, the latter company will likely buy a great deal of green hydrogen from Plug Power, lifting Plug’s financial results and PLUG stock in the process.Plug Power is trading for just 1.3 times its 2026 revenue guidance of $5 billion, making the shares’ valuation quite attractive.Darden (DRI)Source: ShutterstockDarden (NYSE:DRI), which owns and operates many casual-dining restaurants, delivered beat-and-raise quarterly results on March 23.Specifically, the company’s revenue soared 14% year-over-year, while its same-store sales climbed 11.7%. Meanwhile, Darden’s earnings per share came in at $2.34, and it increased its fiscal 2023 EPS estimate to $7.85-$8 from $7.60-$8.Bank of America responded to the news by raising its price target on DRI stock to $172 from $170. The firm is upbeat on the company’s low-price strategy, and it thinks that DRI could beat its same-restaurant-sales-growth guidance of 3%-5% for the current quarter. The bank maintained a “buy” rating on the shares.And calling Darden’s Q3 results “solid,” RBC Capital raised its price target on the shares to $165 from $160. The bank says that commodity prices are trending downwards, which maintained an “outperform” rating on DRI stock.Given Darden’s strong growth, its forward price-to-earnings ratio of 16.8 times is quite attractive regarding undervalued growth stocks.Air Products & Chemicals (APD)Source: Andy Borysowski / Shutterstock.comInvestorPlace columnist Chris Markoch recently reported that Air Products & Chemicals (NYSE:APD) plans to spend “over $15 billion by 2027 to deliver large amounts of clean hydrogen.”Thus, over the long term, APD will likely deliver strong growth as the demand for green hydrogen by trucking companies, airlines, and many other companies surges tremendously.Supporting my theory, APD CEO Seifi Ghasemi said in February, “We continue to see significant opportunities…to bring green hydrogen to consumers around the world,”And as Markoch points out, the company has low debt and a stable gas business, making the shares appealing to conservative investors. Also noteworthy is that APD expects its earnings per share, excluding certain items, to soar 9%-12% this year to $11.20-$11.50.On March 7, investment bank Evercore added APD to its “Tactical Outpeform” list, citing the company’s favorable valuation and the strong outlook of its industrial gases business.At the midpoint, that equates to a forward price-to-earnings ratio of 23.7 for APD stock. That valuation is very attractive, given the company’s strong profitability and a huge opportunity in green hydrogen.Canadian Solar (CSIQ)Source: Shutter B Photo / Shutterstock.comCanadian Solar (NASDAQ:CSIQ) reported very strong fourth-quarter results, showing that it’s benefiting a great deal from the very rapid proliferation of solar energy. Specifically, the company’s shipments of solar modules soared 68% year-over-year, while its net income jumped almost 300% to $77.8 million. Moreover, its gross margin came in at nearly 17.7%, near the upper end of its guidance range. And analysts, on average, expect its EPS to soar 69% in 2023.Importantly CEO Shawn Qu, speaking on the company’s Q4 earnings call, stated that he thinks gross margins can reach “20% to 30%..in [the] mid to long term.”And impressively, CSIQ stock has a Composite Rating of 89 from IBD, including an RS score of 90,. The latter score indicates that CSIQ stock has meaningfully outperformed the market in the last year.CSIQ should continue to benefit from the quickly increasing use of solar energy in many parts of the world, especially China and Europe, and from the electrification of transportation.The stock’s forward price-to-earnings ratio of 5.75x is extremely low, making it one of the top undervalued growth stocks.PayPal (PYPL)Source: Michael Vi / Shutterstock.comPayPal (NASDAQ:PYPL) is clearly continuing to benefit from the ongoing growth of e-commerce and digital payments, along with strong consumer spending trends. Last quarter, its free cash flow climbed 4%, while it expects its earnings per share, excluding some items, to rise around 24% this quarter versus the same period a year earlier.Going forward, the company may also get a boost from the accusations made by Hindenburg Research against Block (NYSE:SQ). First, some investors who have sold SQ stock because of the accusations could look to buy PayPal instead. And secondly, PayPal does compete with Block to some extent, and some small businesses could give up Block and turn to PayPal in the wake of Hindenburg’s charges.Also noteworthy is that outgoing CEO Dan Schulman, on March 9, said that “I think across our business, we’re seeing strength that’s beyond what we expected.” Schulman said that a rebound of e-commerce, or “discretionary spending,” may be responsible for the rebound.Alternatively, PayPal could be gaining market share, he stated.PYPL stock has a very attractive forward price-to-earnings ratio of 15x.Volkswagen (VWAGY)Source: multitel / Shutterstock.comVolkswagen’s (OTCMKTS:VWAGY) revenue climbed 11.6% last year, and it is second when it comes to global sales of automobiles. Additionally, the company’s earnings before taxes jumped 9.5% last year to 22 billion euros. And in the fourth quarter, its global auto sales climbed 11% compared to a year earlier.Going forward, the automaker should benefit from improving economic trends in the EU. Indeed, the number of “new car registrations” in the bloc jumped 11.5% year-over-year last month.Moreover, Volkswagen is a leader in the rapidly growing EV sector. Last quarter, its global EV sales jumped 24% year-over-year to 118,000. In the EU, overall EV sales soared 40% YOY last month, so Volkswagen’s leadership in the EV sector should boost its growth within Europe. And with the automaker planning to invest a great deal in its EV transformation going forward, it should benefit tremendously from the continued proliferation of EVs in Europe, the U.S., and China.Despite all of these positive catalysts, Volkswagen has a tiny forward price-to-earnings ratio of just 4.9x. That makes it among the best undervalued growth stocks in my book.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954808665,"gmtCreate":1676184566757,"gmtModify":1676185241402,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Excellent write up","listText":"Excellent write up","text":"Excellent write up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954808665","repostId":"2310209983","repostType":2,"repost":{"id":"2310209983","pubTimestamp":1676166512,"share":"https://ttm.financial/m/news/2310209983?lang=&edition=fundamental","pubTime":"2023-02-12 09:48","market":"us","language":"en","title":"Nasdaq Bear Market: 5 Unmatched Growth Stocks You'll Regret Not Buying On the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2310209983","media":"Motley Fool","summary":"A peak-to-trough plunge of 38% in the Nasdaq Composite is the opportune time to build stakes in these innovative businesses.","content":"<html><head></head><body><p>Things don&#39;t always go as planned on Wall Street. Following a year where the bulls ran wild, 2022 featured the worst performance for the major U.S. stock indexes in more than a decade. The growth-stock-focused <b>Nasdaq Composite</b> (^IXIC -0.61%) was hit particularly hard, with a peak-to-trough loss of 38% from its 2021 high, and a 33% decline for the full year in 2022.</p><p>Although bear market declines can be scary in the short run and cause investors to question their resolve to stick around, they also tend to be short-lived. More importantly, bear markets represent bona fide opportunities to scoop up shares of amazing businesses at a discount.</p><p>With growth stocks leading the way down in 2022, innovative companies with fast-paced potential might be the smartest buys in preparation for the next bull market. Here are five unmatched growth stocks that you&#39;ll regret not buying on the Nasdaq bear market dip.</p><h2><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></h2><p>The first distinctive growth stock you&#39;ll be kicking yourself for not buying during the Nasdaq bear market decline is social media juggernaut <b>Meta Platforms</b>. Despite a weaker ad-spending environment and CEO Mark Zuckerberg&#39;s fascination with spending big on metaverse innovations, the parent company of Facebook holds clear-cut competitive advantages that make it a no-brainer buy.</p><p>While a lot of attention has been paid to the company&#39;s metaverse ambitions -- and rightly so, with Reality Labs losing $13.7 billion in 2022 -- investors shouldn&#39;t lose focus on just how profitable Meta&#39;s social media assets are.</p><p>Meta owns Facebook, Facebook Messenger, WhatsApp, and Instagram, which are still among the most downloaded social media apps worldwide. During the December-ended quarter, 3.74 billion people visited at least one of these social sites each month. Advertisers fully understand that they&#39;re not going to be able to reach a broader audience with any other social media company, which is why Meta can often command a premium price for ad placement.</p><p>Zuckerberg also took the hint from Wall Street and has been pulling levers where necessary to instill confidence in Meta&#39;s management team. Specifically, the company lowered its operating expenses forecast in 2023 to a fresh range of $89 billion to $95 billion, which is down from a prior forecast of $94 billion to $100 billion. What&#39;s more, the company&#39;s board authorized up to $40 billion in share repurchases.</p><p>Meta is a company poised to dominate when the U.S. and global economy are expanding. At roughly 20 times earnings in 2023, it&#39;s an absolute bargain.</p><h2><a href=\"https://laohu8.com/S/OKTA\">Okta</a></h2><p>A second unique growth stock you&#39;ll be wishing you&#39;d bought during the Nasdaq bear market dip is cybersecurity company <b>Okta.</b> Even though Okta&#39;s fiscal 2023 operating performance has been less than stellar, thanks in part to Auth0 integration issues, the company&#39;s future is as bright as ever.</p><p>On a macro basis, it should benefit from the growing need for identity verification solutions. In the wake of the pandemic, businesses have been moving their data online and into the cloud at an accelerated pace. This is providing more opportunity than ever for third-party providers like Okta to step up.</p><p>What&#39;s helping Okta stand out from its competitors is its cloud-native identity verification platform. Since it&#39;s built in the cloud, it&#39;s nimbler than on-premises security solutions at recognizing and responding to possible threats. It&#39;s pretty evident that clients have faith in Okta&#39;s identity cloud platforms, otherwise its subscription backlog wouldn&#39;t have grown to $2.85 billion (up 21% year over year), as of Oct. 31, 2022.</p><p>The other big catalyst for Okta is the aforementioned Auth0 acquisition, which was completed in February 2022. Despite higher-than-anticipated integration costs, these one-time expenses shouldn&#39;t be a factor in fiscal 2024 (most of calendar year 2023). A cleaner income statement that pushes toward recurring profitability would be a big deal.</p><p>Furthermore, Auth0 gives Okta international exposure and solidifies its position as a customer identity verification leader. While Okta isn&#39;t as &#34;cheap&#34; as Meta on a fundamental basis, it can deliver a sustainably higher growth rate for years to come.</p><p><img src=\"https://static.tigerbbs.com/e8ae35a18eb572ad71576d9b0c3ab919\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/JD\">JD.com</a></h2><p>The third unmatched growth stock begging to be bought as the Nasdaq plunges is China-based e-commerce stock <b>JD.com</b>. Although China stocks come with their own unique set of risks, the reward at this reduced share price looks well worth it.</p><p>The biggest risk China stocks have faced over the past three years is the Chinese government&#39;s COVID-19 mitigation efforts. For years, China employed stringent (and unpredictable) lockdowns that disrupted economic activity and supply chains. With China now abandoning its zero-COVID strategy, one of the faster-growing large economies in the world will be allowed its stretch its legs once more. That&#39;s fantastic news for a company that generates most of its revenue from selling goods online.</p><p>Another reason JD.com is so intriguing is its operating model. Though <b>Alibaba</b> is the big fish in China&#39;s e-commerce space, it&#39;s predominantly dependent on third-party marketplaces. On the other hand, JD has an operating structure that&#39;s similar to <b>Amazon</b>. While it does generate a small percentage of total sales from third-party marketplaces, most of its revenue comes from direct-to-consumer (DTC) sales, where it controls inventory and logistics. The advantage of DTC online sales is that they give JD more control over its expenses and operating margin. As China&#39;s economic activity ramps back up, JD could really see its bottom line explode higher.</p><p>However, JD isn&#39;t solely an e-commerce company. Its ancillary operations, such as JD Logistics, JD Health, and Dada, which focuses on same-day/one-hour deliveries, are growing rapidly and may, in the not-so-distant future, provide a hearty margin boost.</p><p>With double-digit sales growth back on the table, JD.com looks mighty attractive.</p><h2><a href=\"https://laohu8.com/S/GTBIF\">Green Thumb Industries</a></h2><p>A fourth unsurpassed growth stock you&#39;ll regret not scooping up on the Nasdaq bear market drop is U.S. marijuana stock <b>Green Thumb Industries</b>. Even though Capitol Hill has failed at every attempt to legalize cannabis nationwide or reform marijuana banking laws, Green Thumb has a growth strategy in place that&#39;s allowing it to handily outperform its peers.</p><p>When December began, Green Thumb had 77 operating dispensaries, with products being distributed in 15 states. It has enough retail licenses in its proverbial back pocket to effectively double its retail presence, and has grown from just $7 million in full-year sales to an expectation of more than $1 billion in annual sales in just six years.</p><p>Though it&#39;s sensibly been planting its flag in some of the highest-dollar markets, such as California, Colorado, and medical marijuana-legal Florida, it&#39;s the company&#39;s push into a number of limited-license states (Illinois, Ohio, Massachusetts, Pennsylvania, and Virginia) that&#39;s noteworthy. Markets where regulators limit retail license issuance allow newer players a fair shot at building up brand awareness and gaining loyal customers.</p><p>Equally important is Green Thumb Industries&#39; revenue mix. Well over half of its net sales come from derivatives, such as edibles, vapes, and beverages. While most folks associate the marijuana industry with dried cannabis flower, it&#39;s derivative pot products that produce the best margins. Leaning on these high-margin derivatives has helped the company deliver nine consecutive quarters of generally accepted accounting principles (GAAP) profit.</p><p>Even if Washington fails, once again, to pass any meaningful cannabis banking reforms this year, Green Thumb can still excel.</p><h2><a href=\"https://laohu8.com/S/SQ\">Block</a></h2><p>The fifth and final unmatched growth stock you&#39;ll regret not buying on the Nasdaq bear market dip is fintech stock <b>Block</b>, the company formerly known as Square. Despite reduced trading activity in <b>Bitcoin</b> taking the shine off Block&#39;s top-line growth in 2022, a strong foundation has been laid with the company&#39;s two core operating segments.</p><p>Its tried-and-true segment is its Square ecosystem, which provides point-of-sale solutions, loans, and data analytics to merchants. In 2012, the Square ecosystem had $6.5 billion in gross payment volume (GPV) traverse its network. Based on third-quarter GPV, the Square ecosystem has an annual run-rate of $200 billion in GPV. Since this is a usage-based network, more transactions and more GPV should lead to higher gross profit.</p><p>To build on this point, the Square ecosystem has seen a big uptick in larger merchants using its solutions. In the September-ended quarter, roughly 40% of the $50 billion in GPV originated from businesses with at least $500,000 in annualized GPV. That&#39;s up nine percentage points from the comparable quarter two years prior. Bigger merchants utilizing Square is an easy way for Block&#39;s gross profits to climb.</p><p>However, most of the buzz on Wall Street has to do with the growth of digital peer-to-peer payment platform Cash App. When 2018 came to a close, there were about 7 million active Cash App users. As of Sept. 30, 2022, there were more than 49 million.  Digital transactions are still in the very early stages of growth, which gives Cash App a real chance to become Block&#39;s leading cash-flow driver by mid-decade.</p><p>With sales growth expected to reaccelerate across the board in 2023 (and beyond), Block could easily regain its luster.</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>Nasdaq Bear Market: 5 Unmatched Growth Stocks You'll Regret Not Buying On the Dip</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\">\nNasdaq Bear Market: 5 Unmatched Growth Stocks You'll Regret Not Buying On the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-12 09:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things don't always go as planned on Wall Street. Following a year where the bulls ran wild, 2022 featured the worst performance for the major U.S. stock indexes in more than a decade. The growth-...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","GTBIF":"Green Thumb Industries Inc.","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4585":"ETF&股票定投概念","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","JD":"京东","META":"Meta Platforms, Inc.","BK4558":"双十一","BK4587":"ChatGPT概念","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4509":"腾讯概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","SQ":"Block","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4579":"人工智能","BK4526":"热门中概股","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4504":"桥水持仓","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999001077.SGD":"United International Growth Fund SGD","IE0008368742.USD":"首域中国增长基金I Acc","BK4528":"SaaS概念","OKTA":"Okta Inc.","BK4554":"元宇宙及AR概念","SGXZ81514606.USD":"大华环球创新基金A Acc USD"},"source_url":"https://www.fool.com/investing/2023/02/11/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310209983","content_text":"Things don't always go as planned on Wall Street. Following a year where the bulls ran wild, 2022 featured the worst performance for the major U.S. stock indexes in more than a decade. The growth-stock-focused Nasdaq Composite (^IXIC -0.61%) was hit particularly hard, with a peak-to-trough loss of 38% from its 2021 high, and a 33% decline for the full year in 2022.Although bear market declines can be scary in the short run and cause investors to question their resolve to stick around, they also tend to be short-lived. More importantly, bear markets represent bona fide opportunities to scoop up shares of amazing businesses at a discount.With growth stocks leading the way down in 2022, innovative companies with fast-paced potential might be the smartest buys in preparation for the next bull market. Here are five unmatched growth stocks that you'll regret not buying on the Nasdaq bear market dip.Meta PlatformsThe first distinctive growth stock you'll be kicking yourself for not buying during the Nasdaq bear market decline is social media juggernaut Meta Platforms. Despite a weaker ad-spending environment and CEO Mark Zuckerberg's fascination with spending big on metaverse innovations, the parent company of Facebook holds clear-cut competitive advantages that make it a no-brainer buy.While a lot of attention has been paid to the company's metaverse ambitions -- and rightly so, with Reality Labs losing $13.7 billion in 2022 -- investors shouldn't lose focus on just how profitable Meta's social media assets are.Meta owns Facebook, Facebook Messenger, WhatsApp, and Instagram, which are still among the most downloaded social media apps worldwide. During the December-ended quarter, 3.74 billion people visited at least one of these social sites each month. Advertisers fully understand that they're not going to be able to reach a broader audience with any other social media company, which is why Meta can often command a premium price for ad placement.Zuckerberg also took the hint from Wall Street and has been pulling levers where necessary to instill confidence in Meta's management team. Specifically, the company lowered its operating expenses forecast in 2023 to a fresh range of $89 billion to $95 billion, which is down from a prior forecast of $94 billion to $100 billion. What's more, the company's board authorized up to $40 billion in share repurchases.Meta is a company poised to dominate when the U.S. and global economy are expanding. At roughly 20 times earnings in 2023, it's an absolute bargain.OktaA second unique growth stock you'll be wishing you'd bought during the Nasdaq bear market dip is cybersecurity company Okta. Even though Okta's fiscal 2023 operating performance has been less than stellar, thanks in part to Auth0 integration issues, the company's future is as bright as ever.On a macro basis, it should benefit from the growing need for identity verification solutions. In the wake of the pandemic, businesses have been moving their data online and into the cloud at an accelerated pace. This is providing more opportunity than ever for third-party providers like Okta to step up.What's helping Okta stand out from its competitors is its cloud-native identity verification platform. Since it's built in the cloud, it's nimbler than on-premises security solutions at recognizing and responding to possible threats. It's pretty evident that clients have faith in Okta's identity cloud platforms, otherwise its subscription backlog wouldn't have grown to $2.85 billion (up 21% year over year), as of Oct. 31, 2022.The other big catalyst for Okta is the aforementioned Auth0 acquisition, which was completed in February 2022. Despite higher-than-anticipated integration costs, these one-time expenses shouldn't be a factor in fiscal 2024 (most of calendar year 2023). A cleaner income statement that pushes toward recurring profitability would be a big deal.Furthermore, Auth0 gives Okta international exposure and solidifies its position as a customer identity verification leader. While Okta isn't as \"cheap\" as Meta on a fundamental basis, it can deliver a sustainably higher growth rate for years to come.Image source: Getty Images.JD.comThe third unmatched growth stock begging to be bought as the Nasdaq plunges is China-based e-commerce stock JD.com. Although China stocks come with their own unique set of risks, the reward at this reduced share price looks well worth it.The biggest risk China stocks have faced over the past three years is the Chinese government's COVID-19 mitigation efforts. For years, China employed stringent (and unpredictable) lockdowns that disrupted economic activity and supply chains. With China now abandoning its zero-COVID strategy, one of the faster-growing large economies in the world will be allowed its stretch its legs once more. That's fantastic news for a company that generates most of its revenue from selling goods online.Another reason JD.com is so intriguing is its operating model. Though Alibaba is the big fish in China's e-commerce space, it's predominantly dependent on third-party marketplaces. On the other hand, JD has an operating structure that's similar to Amazon. While it does generate a small percentage of total sales from third-party marketplaces, most of its revenue comes from direct-to-consumer (DTC) sales, where it controls inventory and logistics. The advantage of DTC online sales is that they give JD more control over its expenses and operating margin. As China's economic activity ramps back up, JD could really see its bottom line explode higher.However, JD isn't solely an e-commerce company. Its ancillary operations, such as JD Logistics, JD Health, and Dada, which focuses on same-day/one-hour deliveries, are growing rapidly and may, in the not-so-distant future, provide a hearty margin boost.With double-digit sales growth back on the table, JD.com looks mighty attractive.Green Thumb IndustriesA fourth unsurpassed growth stock you'll regret not scooping up on the Nasdaq bear market drop is U.S. marijuana stock Green Thumb Industries. Even though Capitol Hill has failed at every attempt to legalize cannabis nationwide or reform marijuana banking laws, Green Thumb has a growth strategy in place that's allowing it to handily outperform its peers.When December began, Green Thumb had 77 operating dispensaries, with products being distributed in 15 states. It has enough retail licenses in its proverbial back pocket to effectively double its retail presence, and has grown from just $7 million in full-year sales to an expectation of more than $1 billion in annual sales in just six years.Though it's sensibly been planting its flag in some of the highest-dollar markets, such as California, Colorado, and medical marijuana-legal Florida, it's the company's push into a number of limited-license states (Illinois, Ohio, Massachusetts, Pennsylvania, and Virginia) that's noteworthy. Markets where regulators limit retail license issuance allow newer players a fair shot at building up brand awareness and gaining loyal customers.Equally important is Green Thumb Industries' revenue mix. Well over half of its net sales come from derivatives, such as edibles, vapes, and beverages. While most folks associate the marijuana industry with dried cannabis flower, it's derivative pot products that produce the best margins. Leaning on these high-margin derivatives has helped the company deliver nine consecutive quarters of generally accepted accounting principles (GAAP) profit.Even if Washington fails, once again, to pass any meaningful cannabis banking reforms this year, Green Thumb can still excel.BlockThe fifth and final unmatched growth stock you'll regret not buying on the Nasdaq bear market dip is fintech stock Block, the company formerly known as Square. Despite reduced trading activity in Bitcoin taking the shine off Block's top-line growth in 2022, a strong foundation has been laid with the company's two core operating segments.Its tried-and-true segment is its Square ecosystem, which provides point-of-sale solutions, loans, and data analytics to merchants. In 2012, the Square ecosystem had $6.5 billion in gross payment volume (GPV) traverse its network. Based on third-quarter GPV, the Square ecosystem has an annual run-rate of $200 billion in GPV. Since this is a usage-based network, more transactions and more GPV should lead to higher gross profit.To build on this point, the Square ecosystem has seen a big uptick in larger merchants using its solutions. In the September-ended quarter, roughly 40% of the $50 billion in GPV originated from businesses with at least $500,000 in annualized GPV. That's up nine percentage points from the comparable quarter two years prior. Bigger merchants utilizing Square is an easy way for Block's gross profits to climb.However, most of the buzz on Wall Street has to do with the growth of digital peer-to-peer payment platform Cash App. When 2018 came to a close, there were about 7 million active Cash App users. As of Sept. 30, 2022, there were more than 49 million.  Digital transactions are still in the very early stages of growth, which gives Cash App a real chance to become Block's leading cash-flow driver by mid-decade.With sales growth expected to reaccelerate across the board in 2023 (and beyond), Block could easily regain its luster.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280673027784928,"gmtCreate":1709548805000,"gmtModify":1709548807900,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> my target price is $1700 including split shares if any","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> my target price is $1700 including split shares if any","text":"$SUPER MICRO COMPUTER INC(SMCI)$ my target price is $1700 including split shares if any","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280673027784928","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949735440,"gmtCreate":1678885991480,"gmtModify":1678885995505,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949735440","repostId":"2319529812","repostType":2,"repost":{"id":"2319529812","pubTimestamp":1678928557,"share":"https://ttm.financial/m/news/2319529812?lang=&edition=fundamental","pubTime":"2023-03-16 09:02","market":"us","language":"en","title":"Tesla Could Be A “Winner In The Heat Pump Industry” - Morgan Stanley","url":"https://stock-news.laohu8.com/highlight/detail?id=2319529812","media":"Seekingalpha","summary":"Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for Tesla.He n","content":"<html><head></head><body><p>Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>.</p><p>He noted that the idea of a “Tesla heat pump” has been the subject of speculation following the company’s investor day earlier in March. CEO Elon Musk had indicated during the event that the Austin-based automaker “might make a heat pump for a home at some point” in the future. Via this pump, the company could help replacing furnaces with heat pumps in homes and businesses, with industrial use cases as well, in Jonas’ view.</p><p>He noted that existing business in Powerwall and SolarCity mean the company already has a foot in the door into home energy provision. Additionally, Jonas “strong electric and thermal management capabilities from their vehicles and battery manufacturing” could aid the company should it indeed pursue heat pump production. In his view, home heating could be a “logical extension of Tesla&#39;s existing energy ecosystem” in the future.</p><p>“Tesla has a track record of entering industries where they believe they can leverage their competitive advantages to create a better and/or cheaper product for consumers (Tesla insurance, batteries),” Jonas told clients. “In our view, Tesla brings two qualities to the table that could potentially help them be a winner in the heat pump industry.”</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>Tesla Could Be A “Winner In The Heat Pump Industry” - Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Be A “Winner In The Heat Pump Industry” - Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3947598-tesla-could-be-a-winner-in-the-heat-pump-industry-morgan-stanley><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for Tesla.He noted that the idea of a “Tesla heat pump” has been the subject of speculation following the company’...</p>\n\n<a href=\"https://seekingalpha.com/news/3947598-tesla-could-be-a-winner-in-the-heat-pump-industry-morgan-stanley\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3947598-tesla-could-be-a-winner-in-the-heat-pump-industry-morgan-stanley","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2319529812","content_text":"Morgan Stanley analyst Adam Jonas sees heating as a significant potential opportunity for Tesla.He noted that the idea of a “Tesla heat pump” has been the subject of speculation following the company’s investor day earlier in March. CEO Elon Musk had indicated during the event that the Austin-based automaker “might make a heat pump for a home at some point” in the future. Via this pump, the company could help replacing furnaces with heat pumps in homes and businesses, with industrial use cases as well, in Jonas’ view.He noted that existing business in Powerwall and SolarCity mean the company already has a foot in the door into home energy provision. Additionally, Jonas “strong electric and thermal management capabilities from their vehicles and battery manufacturing” could aid the company should it indeed pursue heat pump production. In his view, home heating could be a “logical extension of Tesla's existing energy ecosystem” in the future.“Tesla has a track record of entering industries where they believe they can leverage their competitive advantages to create a better and/or cheaper product for consumers (Tesla insurance, batteries),” Jonas told clients. “In our view, Tesla brings two qualities to the table that could potentially help them be a winner in the heat pump industry.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957027056,"gmtCreate":1676806066675,"gmtModify":1676806071036,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"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/9957027056","repostId":"1136974657","repostType":4,"repost":{"id":"1136974657","pubTimestamp":1676778819,"share":"https://ttm.financial/m/news/1136974657?lang=&edition=fundamental","pubTime":"2023-02-19 11:53","market":"sh","language":"en","title":"Cathie Wood Chimes In On The Tesla Vs. BYD Debate: Charlie Munger And Many On Wall Street Do Not Understand","url":"https://stock-news.laohu8.com/highlight/detail?id=1136974657","media":"Benzinga","summary":"ZINGER KEY POINTSBYD is a serious competition for Tesla in its key Chinese market.Tesla backers poin","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>BYD is a serious competition for Tesla in its key Chinese market.</li><li>Tesla backers point to the fact that the Elon Musk-led company is way ahead of competition in terms of profitability per vehicle.</li></ul><p>After billionaire investor <b>Charlie Munger</b> came out all guns blazing about Chinese electric vehicle startup <b>BYD Manufacturing Company Limited’s</b> superiority over <b>Tesla, Inc.</b>, Ark Invest’s <b>Cathie Wood</b> chimed in with her take on the matter.</p><p><b>What Happened:</b> Munger and many on Wall Street do not understand that passing along the lower costs associated with technologically-enabled innovation, with respect to batteries and drivetrains in Tesla’s case, will cause a boom in unit demand, Wood said in defense of the top holding of her flagship <b>Ark Innovation ETF</b>.</p><p>This would discredit the Keynesian/Fed’s Phillips Curve model, she added.</p><p>The fund manager’s comments came in response to a CNBC video clip of Munger’s interview shared by a Tesla influencer.</p><p>Giving the rationale for his preference for BYD over Tesla, <b>Warren Buffett’s</b> trusted business partner said while Tesla reduced prices in China twice last year, BYD has increased its prices. &#34;If you count all the manufacturing space BYD has in China to make cars, it would amount to a big percentage of all the land in Manhattan Island,&#34; he said.</p><p><b>Why It’s Important:</b> Munger’s claims about BYD could be contentious. In 2022, the Chinese company sold 911,40 battery EVs compared to the 1.314 million vehicles Tesla delivered during the same period. Only when plug-in hybrids are included, BYD’s 2022 sales of 1.86 million vehicles outnumber Tesla, which is a battery EV pure play.</p><p>That said, it should be noted that a majority of BYD&#39;s sales come from China, with only a small fraction derived from overseas sales. Tesla&#39;s tally pertains to its worldwide sales. The lack of a sub-$30,000 car in China could be impacting Tesla&#39;s volume, according to Future Fund&#39;s <b>Gary Black</b>.</p><p>Tesla generates far better profit per vehicle compared to BYD. Tesla’s profit per vehicle was $9,400 in the April-December period compared to $1,820 for <b>Toyota Motor Corp.</b> and $1,454 for BYD, a Nikkei report said earlier this year.</p><p>The U.S. EV maker’s global scale of operation and its vertically-integrated business provide that cost advantage for the company to tinker with its pricing.</p><p>Tesla closed Friday’s session up 3.10% at $208.31</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Chimes In On The Tesla Vs. BYD Debate: Charlie Munger And Many On Wall Street Do Not Understand</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\">\nCathie Wood Chimes In On The Tesla Vs. BYD Debate: Charlie Munger And Many On Wall Street Do Not Understand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/02/30972092/cathie-wood-chimes-in-on-the-tesla-vs-byd-debate-charlie-munger-and-many-on-wall-street-do-not-under><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSBYD is a serious competition for Tesla in its key Chinese market.Tesla backers point to the fact that the Elon Musk-led company is way ahead of competition in terms of profitability ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/02/30972092/cathie-wood-chimes-in-on-the-tesla-vs-byd-debate-charlie-munger-and-many-on-wall-street-do-not-under\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01211":"比亚迪股份","002594":"比亚迪","TSLA":"特斯拉","BYDDY":"比亚迪ADR"},"source_url":"https://www.benzinga.com/news/23/02/30972092/cathie-wood-chimes-in-on-the-tesla-vs-byd-debate-charlie-munger-and-many-on-wall-street-do-not-under","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136974657","content_text":"ZINGER KEY POINTSBYD is a serious competition for Tesla in its key Chinese market.Tesla backers point to the fact that the Elon Musk-led company is way ahead of competition in terms of profitability per vehicle.After billionaire investor Charlie Munger came out all guns blazing about Chinese electric vehicle startup BYD Manufacturing Company Limited’s superiority over Tesla, Inc., Ark Invest’s Cathie Wood chimed in with her take on the matter.What Happened: Munger and many on Wall Street do not understand that passing along the lower costs associated with technologically-enabled innovation, with respect to batteries and drivetrains in Tesla’s case, will cause a boom in unit demand, Wood said in defense of the top holding of her flagship Ark Innovation ETF.This would discredit the Keynesian/Fed’s Phillips Curve model, she added.The fund manager’s comments came in response to a CNBC video clip of Munger’s interview shared by a Tesla influencer.Giving the rationale for his preference for BYD over Tesla, Warren Buffett’s trusted business partner said while Tesla reduced prices in China twice last year, BYD has increased its prices. \"If you count all the manufacturing space BYD has in China to make cars, it would amount to a big percentage of all the land in Manhattan Island,\" he said.Why It’s Important: Munger’s claims about BYD could be contentious. In 2022, the Chinese company sold 911,40 battery EVs compared to the 1.314 million vehicles Tesla delivered during the same period. Only when plug-in hybrids are included, BYD’s 2022 sales of 1.86 million vehicles outnumber Tesla, which is a battery EV pure play.That said, it should be noted that a majority of BYD's sales come from China, with only a small fraction derived from overseas sales. Tesla's tally pertains to its worldwide sales. The lack of a sub-$30,000 car in China could be impacting Tesla's volume, according to Future Fund's Gary Black.Tesla generates far better profit per vehicle compared to BYD. Tesla’s profit per vehicle was $9,400 in the April-December period compared to $1,820 for Toyota Motor Corp. and $1,454 for BYD, a Nikkei report said earlier this year.The U.S. EV maker’s global scale of operation and its vertically-integrated business provide that cost advantage for the company to tinker with its pricing.Tesla closed Friday’s session up 3.10% at $208.31","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954436568,"gmtCreate":1676532330554,"gmtModify":1676532740702,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954436568","repostId":"2311466571","repostType":4,"repost":{"id":"2311466571","pubTimestamp":1676532759,"share":"https://ttm.financial/m/news/2311466571?lang=&edition=fundamental","pubTime":"2023-02-16 15:32","market":"us","language":"en","title":"Berkshire Hathaway And Apple: Even More Overpowered As Buffett Buys More","url":"https://stock-news.laohu8.com/highlight/detail?id=2311466571","media":"Seekingalpha","summary":"SummaryBerkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shar","content":"<html><head></head><body><h2>Summary</h2><ul><li>Berkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shares to its already enormous position.</li><li>In the meantime, both Apple and Berkshire have announced plans to continue share buybacks.</li><li>These transactions make the Apple-Berkshire combination overpowered.</li><li>Returning capital via these transactions is far better for shareholders of both companies (than say dividends). It is a textbook example of 1+1&gt;2.</li><li>The 4% buyback tax Biden proposed won’t change the equation too much.</li></ul><h2>Thesis: The Apple-Berkshire Combo</h2><p>I hold sizable positions in both Berkshire Hathaway Inc. (NYSE:BRK.A, NYSE:BRK.B) and <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>. And a frequent question I receive from our marketplace service members is why. More specifically, members asked if I am worried about overexposure, since BRK.B already holds an enormous AAPL position. In this article, I will compile the Q&amp;A exchanges I had with our members in a more coherent way and explain why I am not worried at all.</p><p>This article is also triggered by Berkshire Hathaway&#39;s latest 13F disclosure, which revealed that Warren Buffett just added more Apple shares to its existing substantial position (see the chart below). As seen, Buffett added about 0.04% to BRK&#39;s existing position in the past quarter. All told, BRK now holds more than 895M AAPL shares, translating into about 5.6% of all AAPL&#39;s outstanding shares. In the meantime, both companies have been aggressively repurchasing their own shares - making the BRK&#39;s effective holding of AAPL even more concentrated than on the surface.</p><p>In the remainder of this article, I will explain why BRK stock and/or AAPL stock shareholders like myself, instead of worrying about the overexposure risk, should only welcome such transactions to continue. I will explain why returning capital via these transactions is far better for shareholders of both companies (than, say, dividends).</p><p><img src=\"https://static.tigerbbs.com/cdc0d55f394d18e63110b389934c8db5\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>dataroma.com</p><h2>BRK and AAPL: Compounding on Steroid</h2><p>I have written a series of earlier articles arguing why both BRK and AAPL are perpetual compounders. Here, I will further the argument and explain why their compounding power is even more potent given: A) BRK&#39;s continued addition of AAPL shares as just mentioned above; and B) the aggressive repurchases at both places. I will revisit A in more detail in a late section. And in this section, I will examine B in more depth first.</p><p>Berkshire Hathaway had repurchased a significant amount of its own stock in recent years since it first announced a share repurchase program in 2011. As seen in the top panel of the chart below, in 2019, it repurchased about $2.2 billion of its own stock during the third quarter of that year, which set a record for the company at that time. After that, Berkshire Hathaway continued to repurchase its own stock aggressively. The buybacks totaled more than $24 billion for 2020. All told, its share counts (in terms of equivalent B shares) shrank from about 2.46B in 2018 to the current 2.20B shares, a more than 10% reduction in about ~ 3 years.</p><p><img src=\"https://static.tigerbbs.com/295859ab99c2b4563e98191a71a21dfd\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Data</p><p>AAPL&#39;s repurchase history is even longer and more aggressive, as you can see from the bottom panel of the plot above. AAPL has been buying back its shares at a steady and gigantic pace in the past decade. It has been spending on average about $20B on a QUARTERLY basis nonstop buying back its shares since 2013. As a result, the number of its outstanding shares dropped from ~27 billion shares in 2013 to only 15.96B shares now, a reduction of ~41%. As its CFO Luca Maestri expressed in a recent earning report (&#34;ER&#34;) session, the company has no plan to deaccelerate this pace. As seen in the quote from this ER below, (Note: The quote has been slightly edited for clarity and emphasis by me), buybacks will be the main mechanism for AAPL to get to cash-neutral. And with $110+ billion of free cash flow per year, that means A LOT of buybacks going forward.</p><blockquote><i>In terms of cash deployment, obviously, we like to look at the capital return program over the long arc of time. And we have done, since the beginning of the program, </i><i><b>we&#39;ve done over $550 billion of buyback at an average repurchase price of $47</b></i><i>. So, the program has been incredibly successful.</i></blockquote><blockquote><i>We are still in a position where we have net cash. And we said all along, we want to get to cash-neutral at some point. </i><i><b>Our cash generation has been very, very strong over the years, particularly last year…</b></i><i> I mentioned in the prepared remarks, </i><i><b>we did $111 billion of free cash flow. That&#39;s up 20% year-over-year.</b></i><i> And so, we will put that capital to use for investors.</i></blockquote><h2>The Overpowered Double Buyback</h2><p>After examining their buybacks separately above, now let me show why the double buybacks, especially when combined with BRK&#39;s continued addition of AAPL shares, would be even more overpowering. In his 2021 shareholder letter, Buffett already discussed the overpowering nature of these transactions. The quote below is again slightly edited for clarity and emphasis by me.</p><blockquote><i>Apple - our runner-up Giant as measured by its yearend market value - is a different sort of holding. Here,</i></blockquote><blockquote><i>our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each</i> <i>0.1%</i> <i>of Apple&#39;s 2021 earnings amounted to</i> <i>$100 million. </i><i><b>We spent</b></i> <b><i>no</i></b> <b><i>Berkshire funds to gain our accretion. Apple&#39;s repurchases did the job</i></b><i>. It&#39;s important to understand that only</i> <i>dividends</i> <i>from Apple are counted in the GAAP earnings Berkshire reports - and last year, Apple paid us $785 million of those. Yet our &#34;share&#34; of Apple&#39;s earnings amounted to a staggering $5.6</i> <i>billion. </i><i><b>Much of what the company retained was used to repurchase Apple shares, an act we applaud.</b></i></blockquote><p>Next, I will elaborate along this line of thought, and project the outcomes in a couple of years if these transactions continue. My projections are summarized in the next table below. These estimates were based on a few simple assumptions. Justifications for these assumptions are scattered in my earlier articles. So here I think it is a good idea to briefly summarize them in one place.</p><p></p><p><img src=\"https://static.tigerbbs.com/305563157dabff1cced227df92455dd9\" tg-width=\"640\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/></p><p>Author Based on Seeking Alpha Data</p><p>Regarding AAPL, the key assumptions are:</p><ol><li>It will continue using a constant percentage of its operating cash flow for share repurchases (and the percentage was assumed to be 78%, which is the average in recent years).</li><li>The company&#39;s profits are projected to grow at a 7.4% CAGR according to consensus estimates (see the second chart below). Although as repeatedly argued in my earlier articles, I think a 7.4% growth rate is a bit conservative given AAPL&#39;s ROCE of 100%+, plenty of cash for reinvestment rate, and its pricing power to easily beat the inflation factor.</li><li>I also assumed the average repurchase price to be 20x its operating cash flow.</li></ol><p></p><p><img src=\"https://static.tigerbbs.com/1da53996c993365274733af43df46fbe\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/></p><p>Author Based on Seeking Alpha Data</p><p>As for BRK, the key assumptions are parallel to those invoked for AAPL above. And the differences are in the specific numbers. First, the percentage of operating income spent on repurchases is taken to be 68%, which is the average between 2019 and 2022. Second, the repurchase price is assumed to be its book value (&#34;BV&#34;) plus 8x of its operating cash flow. See my earlier analysis for details of this valuation model.</p><p>Based on these assumptions, AAPL&#39;s outstanding shares are projected to decrease by another 18.0% over the next 5 years. At the same time, BRK&#39;s share count is projected to shrink by another 11.6%. As a result, BRK ownership of AAPL would increase from the current 5.6% to 6.8%, a 1.2% increase. Buffett did a good job above to contextualize such an increase: each 0.1% of AAPL earnings amounts to over $100 million. So, a 1.2% increase translates into an additional $1.2B of ownership of AAPL&#39;s earnings!</p><p>When growth is considered, BRK&#39;s ownership of AAPL&#39;s earnings would reach a staggering $11.3 billion in five years, as highlighted in the 6th row highlighted in red and bold. This represents an almost 80% (79.1% to be more exact) increase in BRK&#39;s claim to AAPL&#39;s total earnings compared to its current share of $6.3 billion - all thanks to the overpowering combo of their repurchases and BRK&#39;s addition of AAPL shares. Notably, the 79.1% increase is much more than the simple sum of their individual repurchases (18.0% for AAPL and 11.6% for BRK). That is why in my view, this is a textbook example of 1+1&gt;2.</p><h2>The 4% Buyback Taxes and Final Thoughts</h2><p>Risks specific to either company have been discussed by many other SA authors, and I won&#39;t further add on here. Here, I will concentrate on the risks specific to the type A and B transactions (i.e., BRK&#39;s ownership of AAPL shares and their buybacks) analyzed in this article.</p><p>A main risk involves the possibility of a higher buyback tax. President Biden recently proposed quadrupling the 1% tax on stock buybacks (with the intention of encouraging companies to invest more in growth instead of boosting the returns for shareholders). Such a proposal, if indeed signed into law, could impact the potency of the double buybacks. And the following results are my estimate of the potential impact.</p><p>As seen, under the same assumptions made before, a 4% tax is projected to cause AAPL to pay a total of $21.03B in taxes in the next 5 years on its repurchases and BRK is projected to pay a total of $3.58B. And their amount spent on repurchases would shrink by these corresponding amounts. These are certainly substantial amounts. However, the overall impact would be minor for both companies. To wit, with a 4% buyback tax, AAPL&#39;s share shrinkage is projected to be 17.4% in 5 years, slightly lower than the 18.0% projected without the tax hike. And BRK&#39;s share shrinkage is projected to be 11.1%, again also lower than the 11.6% projected without the tax hike.</p><p><img src=\"https://static.tigerbbs.com/0027eb24568a4c58bdbee0f748220732\" tg-width=\"640\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Author Based on Seeking Alpha Data</p><p>To conclude, as quintessential perpetual compounders, BRK and AAPL are both good companies to hold for the long term in their own right. When considered together, they just become even more overpowering. Consider a final detail from my above projections, BRK&#39;s claim to AAPL&#39;s earnings would exceed $11.3 billion in 5 years if current buybacks continue. And BRK&#39;s operating cash flow has been &#34;only&#34; about $20 billion in recent years. When that time comes, AAPL won&#39;t be BRK&#39;s runner-up 4th giant. It would be BRK&#39;s largest cash cow.</p><p>That is why, as a BRK and AAPL shareholder, I don&#39;t worry about overexposure. Instead, I wish their current transactions to continue and become an even more concentrated owner of both companies&#39; shares.</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>Berkshire Hathaway And Apple: Even More Overpowered As Buffett Buys More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkshire Hathaway And Apple: Even More Overpowered As Buffett Buys More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4578615-berkshire-hathaway-and-apple-even-more-overpowered-as-buffett-buys-more><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBerkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shares to its already enormous position.In the meantime, both Apple and Berkshire have announced plans ...</p>\n\n<a href=\"https://seekingalpha.com/article/4578615-berkshire-hathaway-and-apple-even-more-overpowered-as-buffett-buys-more\">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","BRK.A":"伯克希尔"},"source_url":"https://seekingalpha.com/article/4578615-berkshire-hathaway-and-apple-even-more-overpowered-as-buffett-buys-more","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2311466571","content_text":"SummaryBerkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shares to its already enormous position.In the meantime, both Apple and Berkshire have announced plans to continue share buybacks.These transactions make the Apple-Berkshire combination overpowered.Returning capital via these transactions is far better for shareholders of both companies (than say dividends). It is a textbook example of 1+1>2.The 4% buyback tax Biden proposed won’t change the equation too much.Thesis: The Apple-Berkshire ComboI hold sizable positions in both Berkshire Hathaway Inc. (NYSE:BRK.A, NYSE:BRK.B) and Apple Inc.. And a frequent question I receive from our marketplace service members is why. More specifically, members asked if I am worried about overexposure, since BRK.B already holds an enormous AAPL position. In this article, I will compile the Q&A exchanges I had with our members in a more coherent way and explain why I am not worried at all.This article is also triggered by Berkshire Hathaway's latest 13F disclosure, which revealed that Warren Buffett just added more Apple shares to its existing substantial position (see the chart below). As seen, Buffett added about 0.04% to BRK's existing position in the past quarter. All told, BRK now holds more than 895M AAPL shares, translating into about 5.6% of all AAPL's outstanding shares. In the meantime, both companies have been aggressively repurchasing their own shares - making the BRK's effective holding of AAPL even more concentrated than on the surface.In the remainder of this article, I will explain why BRK stock and/or AAPL stock shareholders like myself, instead of worrying about the overexposure risk, should only welcome such transactions to continue. I will explain why returning capital via these transactions is far better for shareholders of both companies (than, say, dividends).dataroma.comBRK and AAPL: Compounding on SteroidI have written a series of earlier articles arguing why both BRK and AAPL are perpetual compounders. Here, I will further the argument and explain why their compounding power is even more potent given: A) BRK's continued addition of AAPL shares as just mentioned above; and B) the aggressive repurchases at both places. I will revisit A in more detail in a late section. And in this section, I will examine B in more depth first.Berkshire Hathaway had repurchased a significant amount of its own stock in recent years since it first announced a share repurchase program in 2011. As seen in the top panel of the chart below, in 2019, it repurchased about $2.2 billion of its own stock during the third quarter of that year, which set a record for the company at that time. After that, Berkshire Hathaway continued to repurchase its own stock aggressively. The buybacks totaled more than $24 billion for 2020. All told, its share counts (in terms of equivalent B shares) shrank from about 2.46B in 2018 to the current 2.20B shares, a more than 10% reduction in about ~ 3 years.Seeking Alpha DataAAPL's repurchase history is even longer and more aggressive, as you can see from the bottom panel of the plot above. AAPL has been buying back its shares at a steady and gigantic pace in the past decade. It has been spending on average about $20B on a QUARTERLY basis nonstop buying back its shares since 2013. As a result, the number of its outstanding shares dropped from ~27 billion shares in 2013 to only 15.96B shares now, a reduction of ~41%. As its CFO Luca Maestri expressed in a recent earning report (\"ER\") session, the company has no plan to deaccelerate this pace. As seen in the quote from this ER below, (Note: The quote has been slightly edited for clarity and emphasis by me), buybacks will be the main mechanism for AAPL to get to cash-neutral. And with $110+ billion of free cash flow per year, that means A LOT of buybacks going forward.In terms of cash deployment, obviously, we like to look at the capital return program over the long arc of time. And we have done, since the beginning of the program, we've done over $550 billion of buyback at an average repurchase price of $47. So, the program has been incredibly successful.We are still in a position where we have net cash. And we said all along, we want to get to cash-neutral at some point. Our cash generation has been very, very strong over the years, particularly last year… I mentioned in the prepared remarks, we did $111 billion of free cash flow. That's up 20% year-over-year. And so, we will put that capital to use for investors.The Overpowered Double BuybackAfter examining their buybacks separately above, now let me show why the double buybacks, especially when combined with BRK's continued addition of AAPL shares, would be even more overpowering. In his 2021 shareholder letter, Buffett already discussed the overpowering nature of these transactions. The quote below is again slightly edited for clarity and emphasis by me.Apple - our runner-up Giant as measured by its yearend market value - is a different sort of holding. Here,our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple's 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple's repurchases did the job. It's important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports - and last year, Apple paid us $785 million of those. Yet our \"share\" of Apple's earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud.Next, I will elaborate along this line of thought, and project the outcomes in a couple of years if these transactions continue. My projections are summarized in the next table below. These estimates were based on a few simple assumptions. Justifications for these assumptions are scattered in my earlier articles. So here I think it is a good idea to briefly summarize them in one place.Author Based on Seeking Alpha DataRegarding AAPL, the key assumptions are:It will continue using a constant percentage of its operating cash flow for share repurchases (and the percentage was assumed to be 78%, which is the average in recent years).The company's profits are projected to grow at a 7.4% CAGR according to consensus estimates (see the second chart below). Although as repeatedly argued in my earlier articles, I think a 7.4% growth rate is a bit conservative given AAPL's ROCE of 100%+, plenty of cash for reinvestment rate, and its pricing power to easily beat the inflation factor.I also assumed the average repurchase price to be 20x its operating cash flow.Author Based on Seeking Alpha DataAs for BRK, the key assumptions are parallel to those invoked for AAPL above. And the differences are in the specific numbers. First, the percentage of operating income spent on repurchases is taken to be 68%, which is the average between 2019 and 2022. Second, the repurchase price is assumed to be its book value (\"BV\") plus 8x of its operating cash flow. See my earlier analysis for details of this valuation model.Based on these assumptions, AAPL's outstanding shares are projected to decrease by another 18.0% over the next 5 years. At the same time, BRK's share count is projected to shrink by another 11.6%. As a result, BRK ownership of AAPL would increase from the current 5.6% to 6.8%, a 1.2% increase. Buffett did a good job above to contextualize such an increase: each 0.1% of AAPL earnings amounts to over $100 million. So, a 1.2% increase translates into an additional $1.2B of ownership of AAPL's earnings!When growth is considered, BRK's ownership of AAPL's earnings would reach a staggering $11.3 billion in five years, as highlighted in the 6th row highlighted in red and bold. This represents an almost 80% (79.1% to be more exact) increase in BRK's claim to AAPL's total earnings compared to its current share of $6.3 billion - all thanks to the overpowering combo of their repurchases and BRK's addition of AAPL shares. Notably, the 79.1% increase is much more than the simple sum of their individual repurchases (18.0% for AAPL and 11.6% for BRK). That is why in my view, this is a textbook example of 1+1>2.The 4% Buyback Taxes and Final ThoughtsRisks specific to either company have been discussed by many other SA authors, and I won't further add on here. Here, I will concentrate on the risks specific to the type A and B transactions (i.e., BRK's ownership of AAPL shares and their buybacks) analyzed in this article.A main risk involves the possibility of a higher buyback tax. President Biden recently proposed quadrupling the 1% tax on stock buybacks (with the intention of encouraging companies to invest more in growth instead of boosting the returns for shareholders). Such a proposal, if indeed signed into law, could impact the potency of the double buybacks. And the following results are my estimate of the potential impact.As seen, under the same assumptions made before, a 4% tax is projected to cause AAPL to pay a total of $21.03B in taxes in the next 5 years on its repurchases and BRK is projected to pay a total of $3.58B. And their amount spent on repurchases would shrink by these corresponding amounts. These are certainly substantial amounts. However, the overall impact would be minor for both companies. To wit, with a 4% buyback tax, AAPL's share shrinkage is projected to be 17.4% in 5 years, slightly lower than the 18.0% projected without the tax hike. And BRK's share shrinkage is projected to be 11.1%, again also lower than the 11.6% projected without the tax hike.Author Based on Seeking Alpha DataTo conclude, as quintessential perpetual compounders, BRK and AAPL are both good companies to hold for the long term in their own right. When considered together, they just become even more overpowering. Consider a final detail from my above projections, BRK's claim to AAPL's earnings would exceed $11.3 billion in 5 years if current buybacks continue. And BRK's operating cash flow has been \"only\" about $20 billion in recent years. When that time comes, AAPL won't be BRK's runner-up 4th giant. It would be BRK's largest cash cow.That is why, as a BRK and AAPL shareholder, I don't worry about overexposure. Instead, I wish their current transactions to continue and become an even more concentrated owner of both companies' shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187143989285040,"gmtCreate":1686728934517,"gmtModify":1686728938740,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Cant wait for the rollout","listText":"Cant wait for the rollout","text":"Cant wait for the rollout","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187143989285040","repostId":"1196354614","repostType":2,"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943094330,"gmtCreate":1678952386121,"gmtModify":1678952390464,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943094330","repostId":"1167361248","repostType":4,"repost":{"id":"1167361248","pubTimestamp":1678951629,"share":"https://ttm.financial/m/news/1167361248?lang=&edition=fundamental","pubTime":"2023-03-16 15:27","market":"us","language":"en","title":"Tesla: Attractively Valued","url":"https://stock-news.laohu8.com/highlight/detail?id=1167361248","media":"Seeking Alpha","summary":"SummaryTesla, Inc. has been disrupting the automotive industry in the past decade, and a new product","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla, Inc. has been disrupting the automotive industry in the past decade, and a new products pipeline suggests that the company is poised to continue setting trends in EV market.</li><li>The company is a profitability rockstar, with immense margins expansion potential as business scale is expected to multiply several times.</li><li>My valuation analysis, along with Morningstar and Argus Research estimates, suggest Tesla, Inc. stock is significantly undervalued.</li></ul><h3>Investment thesis</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> has delivered a stellar financial performance in recent years thanks to the company&#39;s innovative products and cutting-edge technology. Being a dominant player in Electric Vehicles [EV] market, the company is poised to continue its growthtrajectory in coming years thanks to its strong brand and position, unique technology, and unique marketing strategy. I have high conviction that these factors will contribute to stock price appreciation given that valuation analysis suggests Tesla stock is undervalued.</p><h3>About the company</h3><p>Tesla designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems with cross-selling services related to the company&#39;s products. Tesla sells products directly to final customers.</p><p>The company operates two reportable segments: Automotive and Energy Generation &amp; Storage. These two segments comprise of following activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8302bf19a3998785760345e5a3784f4e\" tg-width=\"640\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><span>Based on Tesla 10-Kreport</span></p><p>Tesla&#39;s Automotive segment generated about 95% of the total sales in FY 2022, so I would like to dig in more details about this segment to enable readers to get deeper understanding on the company&#39;s major cash generating line. The company currently manufactures four different consumer EV models.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6fb4c709353a01242566847a912c887\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"/><span>Based on information from tesla.com</span></p><p>In late 2022, TSLA began deliveries of the company&#39;s first commercial vehicle, which is Tesla Semi truck. The truck has superior technical capabilities compared to competitors, outperforming other battery trucks across all crucial metrics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7abea78d8627eacfd3157c1318b6d4cf\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"/><span>Ptolemus.com</span></p><p>Tesla dominates in the United States with a 65% market share of new EV sales in 2022, though themarket share decreasedin comparison to 2021, as new legacy and EV makers are launching their pioneer models to the market.</p><h3>Financials</h3><p>Tesla has the highest Profitability Grade from Seeking Alpha Quant because the company significantly expanded margins in last 5 years and is well ahead from sector median in terms of profitability ratios.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edfe9e31d3b78bbaa62e44b24b56bebc\" tg-width=\"640\" tg-height=\"413\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>It is important to mention, that Tesla&#39;s profitability is significantly stronger than largest legacy auto manufacturers that have been selling millions of vehicles per year during the last decade, i.e., should advantage Tesla in terms of economies of scale. In 2022 Tesla delivered over 1.3 million, which was a record for the company, but was by far lower than its competitors did.</p><p><img src=\"https://static.tigerbbs.com/5ad117d662d4f8419a08e501bed659f6\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/></p><p>In spite of the fact that Tesla did not enjoy comparable economies of scale as its competitors did, the company delivered by far the strongest operating margin in the last several quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6361fe770e99933888a9e1ed56362d6a\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data byYCharts</span></p><p>The most important factor contributing to Tesla&#39;s superior efficiency was an innovation called theGiga Press, a casting machine that replaced the traditional method of welding smaller parts together. By producing larger parts with fewer number of pieces, the company gained competitive advantage in decreasing production costs. For example, the rear underbody of the Model Y used to be made from 70 parts, but with the Giga Press it now consists of just two parts, resulting in a significant reduction in production time and costs. Tesla&#39;s Giga Press technology is a proprietary process, so it is legally protected from being replicated by competitors. Also, even if competitors will find legally viable ways to replicate the technology, it would require vast resources to be invested to modernize legacy automakers&#39; infrastructure required to start producing large-scale components. So, here I have high conviction that Tesla will continue expanding its margins and competitors will not keep up.</p><p>Another point that bolsters my confidence that Tesla will continue to dominate the market with cutting-edge technologies that its competitors will struggle to match is the fact that thecompany spendsthe most on Research &amp; Development [R&amp;D] and the least on marketing, compared to other automakers. Instead of spending money on traditional advertising channels, Tesla has focused on developing high-quality innovative products that create a buzz in the public eye.</p><p><img src=\"https://static.tigerbbs.com/452490fd8679fd6ff9ffa52727262014\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\"/></p><p>This unique approach to manufacturing and marketing has enabled Tesla to achieve outstanding results over the past decade. The company&#39;s revenue and gross margin growth has been staggering, increasing more than 40-fold over the decade, representing a CAGR of more than 50%. Operating margin and free cash flow growth have been immense as well.</p><p><img src=\"https://static.tigerbbs.com/f07fee5d89ee6585cd001a5175fe5d9c\" tg-width=\"640\" tg-height=\"135\" referrerpolicy=\"no-referrer\"/></p><p>The company has very strong balance sheet with low debt to equity ratio of 6.3% and current ratio above 1.5.In October 2022, S&amp;P Global upgraded Tesla&#39;s credit rating to investment grade of BBB.</p><p>According to thecompany&#39;s management, Tesla is expected to deliver 1.8 million vehicles, indicating a 38% growth in deliveries number. There might be an upside in deliveries numbers by the end of 2023, according to Elon Musk:</p><blockquote>So, if it&#39;s a smooth year, actually, without some big supply chain interruption or massive problem, we actually have the potential to do 2 million cars this year. We&#39;re not committing to that, but I&#39;m just saying that&#39;s the potential. So – and I think there would be demand for that, too.</blockquote><h3>Valuation</h3><p>The market values TSLA stock with very generous premium because of the company&#39;s vast potential to revolutionize the automotive industry and be one of the leading entities to execute global transition to renewable energy. The charismatic visionary leader, Elon Musk, is the second major factor of investor&#39;s strong belief that TSLA valuation is worth it. That is why I am not surprised that the company&#39;s valuation ratios are higher than industry averages by the factors from two to seven. Therefore, as part of multiples analysis, I believe it would be more fair to compare current multiples to historical averages. This comparison suggests that the stock is currently undervalued, especially given the company&#39;s growth perspectives.</p><p><img src=\"https://static.tigerbbs.com/73d4efa8c8dbb8e834541d84dbc7128e\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>However, for me, pure multiples analysis does not provide sufficient evidence on the stock undervaluation. Tesla has been an amazing growth story in the last decade and consensus estimates project revenue to grow at above 20% CAGR in the next decade. Therefore, to assess TSLA fair value I believe the best option would be to exercise the Discounted Cash Flow [DCF] model.</p><p>Here I would simulate two possible scenarios implementing different top-line growth rates.Gurufocus currently estimatesa rather high WACC for Tesla at about 21%, so I think it makes no sense to simulate scenarios with higher WACC here. I also will not simulate more loose WACC since the Fed does not seemlikely to pivotin the foreseeable future, despite thefinancial sector demonstrating struggles. For base case scenario revenue projections up to FY 2032, I useconsensus estimates. Free cash flow [FCF] margin starts at TTM level of 5.17% in FY 2023 for DCF purposes and, based on my judgment, is set to improve by 200 basis points each year hitting close to 20% by FY 2030 and then staying flat. After incorporating all the above assumptions together, I arrived at a discount of about 20% for Tesla stock.</p><p><img src=\"https://static.tigerbbs.com/b3b25f162c2be22d6b20df0e4accdebb\" tg-width=\"640\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>Given the fact that competition in the EV market is intensifying significantly, I think that for DCF purposes we should challenge the top line growth.Bloomberg projectsEV market to grow at a CAGR of 18.2% to the year 2030. So, for the second scenario simulation, I incorporated an assumption that Tesla&#39;s revenue will grow at the overall EV market&#39;s CAGR. Even in this case, DCF outcomes suggest that the stock is fairly valued.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25e27bf9eadac902189386b49306db7b\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"/><span>Author&#39;s calculations</span></p><p>While performing valuation analysis I also referred to third-party resources which share their views on the stock fair value.Morningstar Premiumestimates TSLA&#39;s fair value at $225 per share, indicating about 30% upside potential. Based on the below chart you can see that Morningstar&#39;s estimations of TSLA&#39;s fair stock price have been on point.</p><p><img src=\"https://static.tigerbbs.com/8c4b06b0f3946646b24f781509576ffc\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/></p><p>Argus Researchis even more optimistic than their colleagues from Morningstar, assigning a buy rating to the stock with the 12-month target price at $257 per share indicating almost 50% upside potential. However, it is worth to mention that previously Argus Research estimated target price for TSLA much higher, at $374 per share.</p><p>I am not as optimistic as Morningstar and Argus Research on the extent of the upside potential, but still, my Tesla valuation analysis indicates TSLA stock is about 20% undervalued at current levels.</p><h3>Risks to consider</h3><p>While pros for investing in Tesla stock are very robust, investors should also be aware of risks inherent to investing in the company&#39;s shares.</p><p>First, Tesla&#39;s stock price is very volatile, meaning that investors can suffer significant losses in a short period of time. The volatility is usually driven by Elon Musk&#39;s twitter account, which is unpredictable for investors.</p><p>Second, TSLA shares are trading with significant premium in comparison to other EV producers due to the fact that the company is by far at the forefront of technological innovation. In case the technological gap between Tesla and competitors narrows, the premium to TSLA stock price will deteriorate as well.</p><p>Third, the automotive industry is highly competitive with the company facing significant competition from both legacy automakers like Ford Motor Company (F) and General Motors (GM) as well as innovative EV makers like Rivian Automotive, Inc. (RIVN) and Lucid Group, Inc. (LCID), which are major local competitors within the United States. Competition from European and Asian legacy automakers is even tougher across the whole world, including their domestic markets.</p><p>And last, but not least, a major part of Tesla&#39;s valuation comprises its growth prospects linked to launch of future products and services. Any failures to meet these expectations will affect expected cash flows, thus undermining stock price.</p><h3>Bottom line</h3><p>To conclude, Tesla, Inc. stock is a strong buy given its current attractive valuation and future growth prospects, which I am convinced of based on its excellent past results and unique approach to manufacturing and marketing the company&#39;s products and services. Last year&#39;s selloff was mainly not due to factors directly related to Tesla&#39;s performance or foreseeable future prospects. The Tesla, Inc. fundamentals remain strong, and the competitive advantage as an electric vehicle trendsetter is still in the hands of Elon Musk.</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>Tesla: Attractively Valued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Attractively Valued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 15:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4587635-tesla-attractively-valued><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc. has been disrupting the automotive industry in the past decade, and a new products pipeline suggests that the company is poised to continue setting trends in EV market.The company ...</p>\n\n<a href=\"https://seekingalpha.com/article/4587635-tesla-attractively-valued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4587635-tesla-attractively-valued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167361248","content_text":"SummaryTesla, Inc. has been disrupting the automotive industry in the past decade, and a new products pipeline suggests that the company is poised to continue setting trends in EV market.The company is a profitability rockstar, with immense margins expansion potential as business scale is expected to multiply several times.My valuation analysis, along with Morningstar and Argus Research estimates, suggest Tesla, Inc. stock is significantly undervalued.Investment thesisTesla, Inc. has delivered a stellar financial performance in recent years thanks to the company's innovative products and cutting-edge technology. Being a dominant player in Electric Vehicles [EV] market, the company is poised to continue its growthtrajectory in coming years thanks to its strong brand and position, unique technology, and unique marketing strategy. I have high conviction that these factors will contribute to stock price appreciation given that valuation analysis suggests Tesla stock is undervalued.About the companyTesla designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems with cross-selling services related to the company's products. Tesla sells products directly to final customers.The company operates two reportable segments: Automotive and Energy Generation & Storage. These two segments comprise of following activities.Based on Tesla 10-KreportTesla's Automotive segment generated about 95% of the total sales in FY 2022, so I would like to dig in more details about this segment to enable readers to get deeper understanding on the company's major cash generating line. The company currently manufactures four different consumer EV models.Based on information from tesla.comIn late 2022, TSLA began deliveries of the company's first commercial vehicle, which is Tesla Semi truck. The truck has superior technical capabilities compared to competitors, outperforming other battery trucks across all crucial metrics.Ptolemus.comTesla dominates in the United States with a 65% market share of new EV sales in 2022, though themarket share decreasedin comparison to 2021, as new legacy and EV makers are launching their pioneer models to the market.FinancialsTesla has the highest Profitability Grade from Seeking Alpha Quant because the company significantly expanded margins in last 5 years and is well ahead from sector median in terms of profitability ratios.Seeking AlphaIt is important to mention, that Tesla's profitability is significantly stronger than largest legacy auto manufacturers that have been selling millions of vehicles per year during the last decade, i.e., should advantage Tesla in terms of economies of scale. In 2022 Tesla delivered over 1.3 million, which was a record for the company, but was by far lower than its competitors did.In spite of the fact that Tesla did not enjoy comparable economies of scale as its competitors did, the company delivered by far the strongest operating margin in the last several quarters.Data byYChartsThe most important factor contributing to Tesla's superior efficiency was an innovation called theGiga Press, a casting machine that replaced the traditional method of welding smaller parts together. By producing larger parts with fewer number of pieces, the company gained competitive advantage in decreasing production costs. For example, the rear underbody of the Model Y used to be made from 70 parts, but with the Giga Press it now consists of just two parts, resulting in a significant reduction in production time and costs. Tesla's Giga Press technology is a proprietary process, so it is legally protected from being replicated by competitors. Also, even if competitors will find legally viable ways to replicate the technology, it would require vast resources to be invested to modernize legacy automakers' infrastructure required to start producing large-scale components. So, here I have high conviction that Tesla will continue expanding its margins and competitors will not keep up.Another point that bolsters my confidence that Tesla will continue to dominate the market with cutting-edge technologies that its competitors will struggle to match is the fact that thecompany spendsthe most on Research & Development [R&D] and the least on marketing, compared to other automakers. Instead of spending money on traditional advertising channels, Tesla has focused on developing high-quality innovative products that create a buzz in the public eye.This unique approach to manufacturing and marketing has enabled Tesla to achieve outstanding results over the past decade. The company's revenue and gross margin growth has been staggering, increasing more than 40-fold over the decade, representing a CAGR of more than 50%. Operating margin and free cash flow growth have been immense as well.The company has very strong balance sheet with low debt to equity ratio of 6.3% and current ratio above 1.5.In October 2022, S&P Global upgraded Tesla's credit rating to investment grade of BBB.According to thecompany's management, Tesla is expected to deliver 1.8 million vehicles, indicating a 38% growth in deliveries number. There might be an upside in deliveries numbers by the end of 2023, according to Elon Musk:So, if it's a smooth year, actually, without some big supply chain interruption or massive problem, we actually have the potential to do 2 million cars this year. We're not committing to that, but I'm just saying that's the potential. So – and I think there would be demand for that, too.ValuationThe market values TSLA stock with very generous premium because of the company's vast potential to revolutionize the automotive industry and be one of the leading entities to execute global transition to renewable energy. The charismatic visionary leader, Elon Musk, is the second major factor of investor's strong belief that TSLA valuation is worth it. That is why I am not surprised that the company's valuation ratios are higher than industry averages by the factors from two to seven. Therefore, as part of multiples analysis, I believe it would be more fair to compare current multiples to historical averages. This comparison suggests that the stock is currently undervalued, especially given the company's growth perspectives.However, for me, pure multiples analysis does not provide sufficient evidence on the stock undervaluation. Tesla has been an amazing growth story in the last decade and consensus estimates project revenue to grow at above 20% CAGR in the next decade. Therefore, to assess TSLA fair value I believe the best option would be to exercise the Discounted Cash Flow [DCF] model.Here I would simulate two possible scenarios implementing different top-line growth rates.Gurufocus currently estimatesa rather high WACC for Tesla at about 21%, so I think it makes no sense to simulate scenarios with higher WACC here. I also will not simulate more loose WACC since the Fed does not seemlikely to pivotin the foreseeable future, despite thefinancial sector demonstrating struggles. For base case scenario revenue projections up to FY 2032, I useconsensus estimates. Free cash flow [FCF] margin starts at TTM level of 5.17% in FY 2023 for DCF purposes and, based on my judgment, is set to improve by 200 basis points each year hitting close to 20% by FY 2030 and then staying flat. After incorporating all the above assumptions together, I arrived at a discount of about 20% for Tesla stock.Given the fact that competition in the EV market is intensifying significantly, I think that for DCF purposes we should challenge the top line growth.Bloomberg projectsEV market to grow at a CAGR of 18.2% to the year 2030. So, for the second scenario simulation, I incorporated an assumption that Tesla's revenue will grow at the overall EV market's CAGR. Even in this case, DCF outcomes suggest that the stock is fairly valued.Author's calculationsWhile performing valuation analysis I also referred to third-party resources which share their views on the stock fair value.Morningstar Premiumestimates TSLA's fair value at $225 per share, indicating about 30% upside potential. Based on the below chart you can see that Morningstar's estimations of TSLA's fair stock price have been on point.Argus Researchis even more optimistic than their colleagues from Morningstar, assigning a buy rating to the stock with the 12-month target price at $257 per share indicating almost 50% upside potential. However, it is worth to mention that previously Argus Research estimated target price for TSLA much higher, at $374 per share.I am not as optimistic as Morningstar and Argus Research on the extent of the upside potential, but still, my Tesla valuation analysis indicates TSLA stock is about 20% undervalued at current levels.Risks to considerWhile pros for investing in Tesla stock are very robust, investors should also be aware of risks inherent to investing in the company's shares.First, Tesla's stock price is very volatile, meaning that investors can suffer significant losses in a short period of time. The volatility is usually driven by Elon Musk's twitter account, which is unpredictable for investors.Second, TSLA shares are trading with significant premium in comparison to other EV producers due to the fact that the company is by far at the forefront of technological innovation. In case the technological gap between Tesla and competitors narrows, the premium to TSLA stock price will deteriorate as well.Third, the automotive industry is highly competitive with the company facing significant competition from both legacy automakers like Ford Motor Company (F) and General Motors (GM) as well as innovative EV makers like Rivian Automotive, Inc. (RIVN) and Lucid Group, Inc. (LCID), which are major local competitors within the United States. Competition from European and Asian legacy automakers is even tougher across the whole world, including their domestic markets.And last, but not least, a major part of Tesla's valuation comprises its growth prospects linked to launch of future products and services. Any failures to meet these expectations will affect expected cash flows, thus undermining stock price.Bottom lineTo conclude, Tesla, Inc. stock is a strong buy given its current attractive valuation and future growth prospects, which I am convinced of based on its excellent past results and unique approach to manufacturing and marketing the company's products and services. Last year's selloff was mainly not due to factors directly related to Tesla's performance or foreseeable future prospects. The Tesla, Inc. fundamentals remain strong, and the competitive advantage as an electric vehicle trendsetter is still in the hands of Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285694219874520,"gmtCreate":1710755674541,"gmtModify":1710755678471,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> yes it's will cross ath 1229 convincingly","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a> yes it's will cross ath 1229 convincingly","text":"$SUPER MICRO COMPUTER INC(SMCI)$ yes it's will cross ath 1229 convincingly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285694219874520","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274653250560160,"gmtCreate":1708091808729,"gmtModify":1708091813374,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/dde10b0b67c03840668d438948b6f94d","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274653250560160","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970549093,"gmtCreate":1684755208117,"gmtModify":1684755212890,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"I am in","listText":"I am in","text":"I am in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970549093","repostId":"2336298495","repostType":2,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941711085,"gmtCreate":1680595916347,"gmtModify":1680595919696,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941711085","repostId":"1120115964","repostType":2,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941317656,"gmtCreate":1679979843675,"gmtModify":1679979847643,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941317656","repostId":"1193001237","repostType":2,"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949731372,"gmtCreate":1678882745096,"gmtModify":1678882749824,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949731372","repostId":"1112338694","repostType":4,"repost":{"id":"1112338694","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":1678862134,"share":"https://ttm.financial/m/news/1112338694?lang=&edition=fundamental","pubTime":"2023-03-15 14:35","market":"us","language":"en","title":"Cathie Wood Gets Elon Musk's Nod After Slamming Regulatory Failure Over Banking Crisis: “Lot Of ... Similarities To 1929”","url":"https://stock-news.laohu8.com/highlight/detail?id=1112338694","media":"Benzinga","summary":"ZINGER KEY POINTSWood asserted that the regulators should have been all over the crisis that was loo","content":"<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>Wood asserted that the regulators should have been all over the crisis that was looming in plain sight.</li><li>Instability in the banking system threatened stablecoins, she said.</li><li>Musk agreed saying there were lot of similarities between the current crisis and the year 1929 when the Great Depression started.</li></ul><p>ARK Investment Management CEO Cathie Wood believes regulators should have focussed on the opaque failure points of the traditional banking system rather than blocking decentralized financial platforms “that do not have any central points of failure.”</p><p>Wood&#39;s comments come at a time when the U.S. banking system is witnessing a crisis following the closure of Silicon Valley Bank and Signature Bank that sparked fears of contagion. However, cryptocurrencies have relatively done way better in the last five days of panic, with Bitcoin BTC/USD rising over 23% and Ethereum ETH/USD gaining over 20%.</p><p>&#34;While the U.S. banking system was seizing up in response to bank runs threatening regional banks, Bitcoin, Ethereum, and other crypto networks didn&#39;t skip a beat. Instability in the banking system threatened stablecoins, the on-ramps to DeFi, in stark contrast to regulator rhetoric,&#34; Wood said in her tweet.</p><p>Regulator&#39;s Role: She cited ARK researcher Frank Downing&#39;s tweet that said despite the USD Coin USDC/USD de-pegging from the dollar, &#34;the Maker protocol remained over-collateralized and fully operational through the weekend.&#34;</p><p>&#34;DAI in circulation is up $1 billion (+25%). Demand for more transparent, more auditable, and more decentralized financial services has never been higher,&#34; Downing tweeted.</p><p>Wood asserted that the regulators should have been all over the crisis that was looming in plain sight. &#34;…asset and liability duration mismatches as short rates soared 19-fold in less than a year and deposits in the banking system were falling on a year-over-year basis for the first time since the 1920s!&#34; she said.</p><p>Musk&#39;s View: Tesla Chief Elon Musk voiced his opinion on Wood&#39;s take on the crisis. Musk agreed, saying there were a lot of similarities between the current year and 1929 when the Great Depression started.</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>Cathie Wood Gets Elon Musk's Nod After Slamming Regulatory Failure Over Banking Crisis: “Lot Of ... Similarities To 1929”</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\">\nCathie Wood Gets Elon Musk's Nod After Slamming Regulatory Failure Over Banking Crisis: “Lot Of ... Similarities To 1929”\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\">2023-03-15 14:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>Wood asserted that the regulators should have been all over the crisis that was looming in plain sight.</li><li>Instability in the banking system threatened stablecoins, she said.</li><li>Musk agreed saying there were lot of similarities between the current crisis and the year 1929 when the Great Depression started.</li></ul><p>ARK Investment Management CEO Cathie Wood believes regulators should have focussed on the opaque failure points of the traditional banking system rather than blocking decentralized financial platforms “that do not have any central points of failure.”</p><p>Wood&#39;s comments come at a time when the U.S. banking system is witnessing a crisis following the closure of Silicon Valley Bank and Signature Bank that sparked fears of contagion. However, cryptocurrencies have relatively done way better in the last five days of panic, with Bitcoin BTC/USD rising over 23% and Ethereum ETH/USD gaining over 20%.</p><p>&#34;While the U.S. banking system was seizing up in response to bank runs threatening regional banks, Bitcoin, Ethereum, and other crypto networks didn&#39;t skip a beat. Instability in the banking system threatened stablecoins, the on-ramps to DeFi, in stark contrast to regulator rhetoric,&#34; Wood said in her tweet.</p><p>Regulator&#39;s Role: She cited ARK researcher Frank Downing&#39;s tweet that said despite the USD Coin USDC/USD de-pegging from the dollar, &#34;the Maker protocol remained over-collateralized and fully operational through the weekend.&#34;</p><p>&#34;DAI in circulation is up $1 billion (+25%). Demand for more transparent, more auditable, and more decentralized financial services has never been higher,&#34; Downing tweeted.</p><p>Wood asserted that the regulators should have been all over the crisis that was looming in plain sight. &#34;…asset and liability duration mismatches as short rates soared 19-fold in less than a year and deposits in the banking system were falling on a year-over-year basis for the first time since the 1920s!&#34; she said.</p><p>Musk&#39;s View: Tesla Chief Elon Musk voiced his opinion on Wood&#39;s take on the crisis. Musk agreed, saying there were a lot of similarities between the current year and 1929 when the Great Depression started.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112338694","content_text":"ZINGER KEY POINTSWood asserted that the regulators should have been all over the crisis that was looming in plain sight.Instability in the banking system threatened stablecoins, she said.Musk agreed saying there were lot of similarities between the current crisis and the year 1929 when the Great Depression started.ARK Investment Management CEO Cathie Wood believes regulators should have focussed on the opaque failure points of the traditional banking system rather than blocking decentralized financial platforms “that do not have any central points of failure.”Wood's comments come at a time when the U.S. banking system is witnessing a crisis following the closure of Silicon Valley Bank and Signature Bank that sparked fears of contagion. However, cryptocurrencies have relatively done way better in the last five days of panic, with Bitcoin BTC/USD rising over 23% and Ethereum ETH/USD gaining over 20%.\"While the U.S. banking system was seizing up in response to bank runs threatening regional banks, Bitcoin, Ethereum, and other crypto networks didn't skip a beat. Instability in the banking system threatened stablecoins, the on-ramps to DeFi, in stark contrast to regulator rhetoric,\" Wood said in her tweet.Regulator's Role: She cited ARK researcher Frank Downing's tweet that said despite the USD Coin USDC/USD de-pegging from the dollar, \"the Maker protocol remained over-collateralized and fully operational through the weekend.\"\"DAI in circulation is up $1 billion (+25%). Demand for more transparent, more auditable, and more decentralized financial services has never been higher,\" Downing tweeted.Wood asserted that the regulators should have been all over the crisis that was looming in plain sight. \"…asset and liability duration mismatches as short rates soared 19-fold in less than a year and deposits in the banking system were falling on a year-over-year basis for the first time since the 1920s!\" she said.Musk's View: Tesla Chief Elon Musk voiced his opinion on Wood's take on the crisis. Musk agreed, saying there were a lot of similarities between the current year and 1929 when the Great Depression started.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957024661,"gmtCreate":1676805072953,"gmtModify":1676814084204,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957024661","repostId":"1155197957","repostType":4,"repost":{"id":"1155197957","pubTimestamp":1676775838,"share":"https://ttm.financial/m/news/1155197957?lang=&edition=fundamental","pubTime":"2023-02-19 11:03","market":"us","language":"en","title":"Tesla On 6-Week Winning Streak, Volkswagen's Sub-$25K Car, Ford's Efficiency Drive, And More: Biggest EV Stories Of The Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1155197957","media":"Benzinga","summary":"ZINGER KEY POINTSFord CEO Jim Farley said the automaker has locked down designs of its new EV trucks","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Ford CEO Jim Farley said the automaker has locked down designs of its new EV trucks and SUVs.</li><li>Volkswagen is set to launch its ID.2 EV, rumored to be the electrified version of the five-seater Golf</li></ul><p>Electric vehicle stocks closed the week ended Feb. 17 mostly higher, led by <b>Tesla, Inc.</b>, as bargain hunting lifted beaten-down stocks. The space will likely witness some volatility in the coming week as the reporting of EV earnings begins.</p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Mixed Tidings For Tesla:</b> The upward momentum in Tesla stock accelerated, with shares rising for the sixth straight week. Optimism concerning March 1 Investor Day announcements, and hopes of sales reaccelerating following the underperformance in 2022 and the potential Cybertruck launch later this year have all worked in unison to lift the stock.</p><p>Tesla clarified this week that it eliminated 4% of the employees at its Autopilot labeling team in Buffalo, New York, following a routine performance review and not in response to a unionization drive. The clarification was in response to a union complaint with the U.S. National Labor Relations Board that the company laid off dozens of employees from its Buffalo plant a day after workers kick-started the unionization drive.</p><p>The EV giant was also hit with a negative headline over a recall of 362,758 vehicles equipped with its full-self driving beta systems due to the risk of the cars likely exceeding the speed limits of inner city roads and traveling through intersections in an unlawful or unpredictable manner. The recalled vehicles included 2016-2023 Model S, X cars, 2017-2023 Model 3 cars and 2020-2023 Model Y SUVs equipped with FSD beta. Tesla said the issue would be fixed through an over-the-air software update.</p><p>One of the most successful investors and <b>Warren Buffett&#39;s</b> trusted lieutenants favors Chinese EV startup <b>BYD Manufacturing Company Limited</b> over Tesla. BYD is far ahead of Tesla in China, <b>Charlie Munger</b> said in an interview with CNBC this week.</p><p>Things could be looking up for Tesla in China, as the company reversed some of the price hikes it implemented in the country in late 2022 and early this year. Updated pricing on the Tesla China website showed that prices of the Model Y Long Range and Performance variants were hiked by 2,000 yuan ($291) each.</p><p><b>Volkswagen To Launch Sub-$25K Car In 2023:</b>Tesla should beware, as German automaker <b>Volkswagen AG</b> is set to launch its ID.2 EV using its MEB-Plus platform in 2023. The vehicle, which is rumored to be the electrified version of Volkswagen’s compact five-seater Golf, will be powered by a lithium-iron-phosphate battery. It is expected to have a starting price of 22,500 euros ($24,124).</p><p><b>Rivian Zooms On Positive Analyst Views:</b> Shares of <b>Rivian Automotive, Inc.</b> got a shot in the arm this week after Barclays analyst <b>Dan Levy</b> namedRivian along with Tesla as the biggest beneficiaries of the EV boom. Rivian’s unique product positions it to gain a solid share in the North American EV market, he said. The analyst initiated the stock with an Overweight rating and a $28 price target.</p><p><b>Ford Pushes For Efficiency:</b> After posting a loss for 2022, <b>Ford Motor Company</b> is mending its way. The company said it plans to cut 11% of its workforce in Europe. Separately, CEO <b>Jim Farley</b> said at an auto conference that the company aims to reduce dealer inventories and move toward more transactions online in the longer term, Reuters reported. He also said Ford has locked down designs of its new EV trucks and SUVs and targets lowering battery costs to less than $70 per kilowatt-hour.</p><p>To boost the profitability of its second-gen EVs, the company plans to shift to large underbody castings to reduce parts count and simplify manufacturing, he added.</p><p><b>China To Probe CATL-Ford Partnership:</b> After Ford announced a battery manufacturing partnership with China’s CATL, Bloomberg said China plans to probe the association for fear of CATL technology being shared with the U.S. automaker.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/6d96359a5e8135596e994a4be5b9001c\" tg-width=\"640\" tg-height=\"1016\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla On 6-Week Winning Streak, Volkswagen's Sub-$25K Car, Ford's Efficiency Drive, And More: Biggest EV Stories Of The Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla On 6-Week Winning Streak, Volkswagen's Sub-$25K Car, Ford's Efficiency Drive, And More: Biggest EV Stories Of The Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/23/02/30970998/tesla-on-6-week-winning-streak-volkswagens-sub-25k-car-fords-efficiency-drive-and-m><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSFord CEO Jim Farley said the automaker has locked down designs of its new EV trucks and SUVs.Volkswagen is set to launch its ID.2 EV, rumored to be the electrified version of the five...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/23/02/30970998/tesla-on-6-week-winning-streak-volkswagens-sub-25k-car-fords-efficiency-drive-and-m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/23/02/30970998/tesla-on-6-week-winning-streak-volkswagens-sub-25k-car-fords-efficiency-drive-and-m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155197957","content_text":"ZINGER KEY POINTSFord CEO Jim Farley said the automaker has locked down designs of its new EV trucks and SUVs.Volkswagen is set to launch its ID.2 EV, rumored to be the electrified version of the five-seater GolfElectric vehicle stocks closed the week ended Feb. 17 mostly higher, led by Tesla, Inc., as bargain hunting lifted beaten-down stocks. The space will likely witness some volatility in the coming week as the reporting of EV earnings begins.Here are the key events that happened in the EV space during the week:Mixed Tidings For Tesla: The upward momentum in Tesla stock accelerated, with shares rising for the sixth straight week. Optimism concerning March 1 Investor Day announcements, and hopes of sales reaccelerating following the underperformance in 2022 and the potential Cybertruck launch later this year have all worked in unison to lift the stock.Tesla clarified this week that it eliminated 4% of the employees at its Autopilot labeling team in Buffalo, New York, following a routine performance review and not in response to a unionization drive. The clarification was in response to a union complaint with the U.S. National Labor Relations Board that the company laid off dozens of employees from its Buffalo plant a day after workers kick-started the unionization drive.The EV giant was also hit with a negative headline over a recall of 362,758 vehicles equipped with its full-self driving beta systems due to the risk of the cars likely exceeding the speed limits of inner city roads and traveling through intersections in an unlawful or unpredictable manner. The recalled vehicles included 2016-2023 Model S, X cars, 2017-2023 Model 3 cars and 2020-2023 Model Y SUVs equipped with FSD beta. Tesla said the issue would be fixed through an over-the-air software update.One of the most successful investors and Warren Buffett's trusted lieutenants favors Chinese EV startup BYD Manufacturing Company Limited over Tesla. BYD is far ahead of Tesla in China, Charlie Munger said in an interview with CNBC this week.Things could be looking up for Tesla in China, as the company reversed some of the price hikes it implemented in the country in late 2022 and early this year. Updated pricing on the Tesla China website showed that prices of the Model Y Long Range and Performance variants were hiked by 2,000 yuan ($291) each.Volkswagen To Launch Sub-$25K Car In 2023:Tesla should beware, as German automaker Volkswagen AG is set to launch its ID.2 EV using its MEB-Plus platform in 2023. The vehicle, which is rumored to be the electrified version of Volkswagen’s compact five-seater Golf, will be powered by a lithium-iron-phosphate battery. It is expected to have a starting price of 22,500 euros ($24,124).Rivian Zooms On Positive Analyst Views: Shares of Rivian Automotive, Inc. got a shot in the arm this week after Barclays analyst Dan Levy namedRivian along with Tesla as the biggest beneficiaries of the EV boom. Rivian’s unique product positions it to gain a solid share in the North American EV market, he said. The analyst initiated the stock with an Overweight rating and a $28 price target.Ford Pushes For Efficiency: After posting a loss for 2022, Ford Motor Company is mending its way. The company said it plans to cut 11% of its workforce in Europe. Separately, CEO Jim Farley said at an auto conference that the company aims to reduce dealer inventories and move toward more transactions online in the longer term, Reuters reported. He also said Ford has locked down designs of its new EV trucks and SUVs and targets lowering battery costs to less than $70 per kilowatt-hour.To boost the profitability of its second-gen EVs, the company plans to shift to large underbody castings to reduce parts count and simplify manufacturing, he added.China To Probe CATL-Ford Partnership: After Ford announced a battery manufacturing partnership with China’s CATL, Bloomberg said China plans to probe the association for fear of CATL technology being shared with the U.S. automaker.EV Stock Performances for The Week:","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":287117274407160,"gmtCreate":1711119581156,"gmtModify":1711119584609,"author":{"id":"4131533669626532","authorId":"4131533669626532","name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4131533669626532","idStr":"4131533669626532"},"themes":[],"htmlText":"yes just hold. the dilution is free of interest expense. nothing to worry","listText":"yes just hold. the dilution is free of interest expense. nothing to worry","text":"yes just hold. the dilution is free of interest expense. nothing to worry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287117274407160","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}