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Blueman13

Blueman13

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12-13

ARK is useless

Cathie Wood's ARK Sells $21.8M Tesla Shares, Buys $18.3M Tempus AI Stock

12-09

RIP [Happy]

@BABAMood:$YINN 20241206 27.5 PUT$ China A50 bull version. Weekly selling puts options premium.

11-25

😁👍

Palantir: The Hype Has Gone Too Far

10-08

Doubt will happened

What's the Best "Magnificent Seven" Stock to Buy If Kamala Harris Wins in November?

10-02

Good write up but BS. Dig deeper and be found

Tesla: China Stimulus Already Priced In

09-19

$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$

08-01

What a Joker are u?

SP500: It Feels Like A Bear Market Rally

06-11

😂

Forget Nvidia: Billionaires Are Selling It and Buying This Top Artificial Intelligence (AI) Rival Hand Over Fist Instead

05-24

Nice only it had a magic to dominate

AMD Is a Distant No. 2 to Nvidia. Its Stock Could Be a Winner Anyway

05-14

[Happy]

Sell Alert: Don’t Believe the Hype. Dump Palantir Stock Now.

03-27

Comments without resources is pure garbage speech

Nvidia Stock Drops Over 3% As Rivals Target Its Special Sauce

03-05

apple growing down its drain

@sunshineboy:I sold all of my positions on $NVIDIA Corp(NVDA)$ , expecting a healthy drop.[LOL]Even though Nvda is close to $Apple(AAPL)$ on market value, the oversold situation is better than the overbought. Apple’s $2.703 trillion is safer than Nvda![Smart]Although I'm bullish on Nvidia's development, Nvidia might not surpass Apple's market cap this year. Sorry, the Nvda Fans. Haha![Shy]

02-22

Not going your way as usual.

It’s Time! 3 Overvalued S&P 500 Stocks to Sell in February

02-14

noce

2023-12-05

4 Yearly Crypto bulls. Next stop $60k

2023-11-22

$NVIDIA Corp(NVDA)$

2023-10-20

Writes whats in your favour. None time the low or buy price. Its market participation. Let's see how much u get burn

Tesla Stock Tumbles - Time To Buy Or Bye-Bye?

2023-07-06

$SINGAPORE AIRLINES LTD(C6L.SI)$

2023-06-15

Sore loser are u.

Dawn Project Founder Dan O'Dowd shares concerning new figures over Tesla Full Self-Driving safety record

2023-05-14

NIO is not a bad vehicle but not wanting to explore newer vision and stuck on the old or used strategies. What BYD did was real good in marketing.

Nio Stock: Sell in May and Stay Away

Go to Tiger App to see more news

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is useless","listText":"ARK is useless","text":"ARK is useless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380928374554704","repostId":"2491331766","repostType":2,"repost":{"id":"2491331766","kind":"highlight","pubTimestamp":1734022943,"share":"https://ttm.financial/m/news/2491331766?lang=&edition=fundamental","pubTime":"2024-12-13 01:02","market":"us","language":"en","title":"Cathie Wood's ARK Sells $21.8M Tesla Shares, Buys $18.3M Tempus AI Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2491331766","media":"GuruFocus.com","summary":"On Dec. 12, Ark Innovation , a company of Cathie Wood, disclosed its portfolio trades, showing how assets are moving from one Ark ETF to the next. The ARKK ETF sold 51,335 shares of Tesla Inc. , the biggest transaction of the day, with proceeds worth approximately $21.81 million. This trade implies that ARK is rebalancing its position as the leader in the electric vehicle market.Simultaneously, ARK became optimistic about Tempus's  outlook, adding 424,522 shares to its ARKK and ARKG ETFs for a total of $18.34 million. This purchase further affirmed ARK's bullish stance on the market impact artificial intelligence will have.In another notable move, ARKQ ETF sold 205,897 shares of Rocket Lab USA . Funds were reallocated to purchase 154,873 shares of Symbotic  for $4.13 million , or $4.81 million. ARK seemed interested in robotics and automation sectors, as this reflects.","content":"<html><body><p>On Dec. 12, Ark Innovation (ARKK, Financial), a company of Cathie Wood, disclosed its portfolio trades, showing how assets are moving from one Ark ETF to the next. The ARKK ETF sold 51,335 shares of Tesla Inc. (TSLA, Financial), the biggest transaction of the day, with proceeds worth approximately $21.81 million. This trade implies that ARK is rebalancing its position as the leader in the electric vehicle market.</p>\n<ul></ul>\n<p>Simultaneously, ARK became optimistic about Tempus's (TEM, Financial) outlook, adding 424,522 shares to its ARKK and ARKG ETFs for a total of $18.34 million. This purchase further affirmed ARK's bullish stance on the market impact artificial intelligence will have.</p>\n<p>In another notable move, ARKQ ETF sold 205,897 shares of Rocket Lab USA (RKLB, Financial). Funds were reallocated to purchase 154,873 shares of Symbotic (SYM, Financial) for $4.13 million ($4.81 million), or $4.81 million. ARK seemed interested in robotics and automation sectors, as this reflects.</p>\n<p>Other trades included sales of <a href=\"https://laohu8.com/S/ADPT\">Adaptive Biotechnologies Corp</a>. ( ADPT, Financial): On Friday, <a href=\"https://laohu8.com/S/VCYT\">Veracyte Inc</a>. (VCYT, Financial) sold 31,181 shares at a value of $1.36 million, ADPT sold 20,353 shares worth $129,852, and <a href=\"https://laohu8.com/S/VEEV\">Veeva Systems Inc.</a> (VEEV, Financial) sold 4,660 shares at $1.09 million. Senti Biosciences Inc. (SNTI, Financial): A smaller adjustment of 163 shares was seen at SNTI $893.However, investors are intensely following ARK's moves, trading for clues to its strategic priority: Many believe ARK indicates confidence in AI innovation, and the Tesla sale may be profit-taking or portfolio recomposition.</p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's ARK Sells $21.8M Tesla Shares, Buys $18.3M Tempus AI Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's ARK Sells $21.8M Tesla Shares, Buys $18.3M Tempus AI Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 01:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-woods-ark-sells-21-170223007.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Dec. 12, Ark Innovation (ARKK, Financial), a company of Cathie Wood, disclosed its portfolio trades, showing how assets are moving from one Ark ETF to the next. The ARKK ETF sold 51,335 shares of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-woods-ark-sells-21-170223007.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/A2wMdJwuM6Ua0rRlAdbsjA--~B/aD0zNTg7dz01NTA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/a435ffed6659b01b3c49b19e1012d253","relate_stocks":{"BK4121":"生命科学工具和服务","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4550":"红杉资本持仓","BK4588":"碎股","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","FDN":"First Trust Dow Jones Internet I","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","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4598":"佩洛西持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4516":"特朗普概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TEM":"Tempus AI","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","ARKK":"ARK Innovation ETF","TSYW.SI":"TESLA 3xLongSG261006","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC"},"source_url":"https://finance.yahoo.com/news/cathie-woods-ark-sells-21-170223007.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2491331766","content_text":"On Dec. 12, Ark Innovation (ARKK, Financial), a company of Cathie Wood, disclosed its portfolio trades, showing how assets are moving from one Ark ETF to the next. The ARKK ETF sold 51,335 shares of Tesla Inc. (TSLA, Financial), the biggest transaction of the day, with proceeds worth approximately $21.81 million. This trade implies that ARK is rebalancing its position as the leader in the electric vehicle market.\n\nSimultaneously, ARK became optimistic about Tempus's (TEM, Financial) outlook, adding 424,522 shares to its ARKK and ARKG ETFs for a total of $18.34 million. This purchase further affirmed ARK's bullish stance on the market impact artificial intelligence will have.\nIn another notable move, ARKQ ETF sold 205,897 shares of Rocket Lab USA (RKLB, Financial). Funds were reallocated to purchase 154,873 shares of Symbotic (SYM, Financial) for $4.13 million ($4.81 million), or $4.81 million. ARK seemed interested in robotics and automation sectors, as this reflects.\nOther trades included sales of Adaptive Biotechnologies Corp. ( ADPT, Financial): On Friday, Veracyte Inc. (VCYT, Financial) sold 31,181 shares at a value of $1.36 million, ADPT sold 20,353 shares worth $129,852, and Veeva Systems Inc. (VEEV, Financial) sold 4,660 shares at $1.09 million. Senti Biosciences Inc. (SNTI, Financial): A smaller adjustment of 163 shares was seen at SNTI $893.However, investors are intensely following ARK's moves, trading for clues to its strategic priority: Many believe ARK indicates confidence in AI innovation, and the Tesla sale may be profit-taking or portfolio recomposition.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379740603994320,"gmtCreate":1733741799412,"gmtModify":1733741802948,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"RIP&nbsp;[Happy]&nbsp;&nbsp;","listText":"RIP&nbsp;[Happy]&nbsp;&nbsp;","text":"RIP [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379740603994320","repostId":"378915176349696","repostType":1,"repost":{"id":378915176349696,"gmtCreate":1733534154451,"gmtModify":1733724296353,"author":{"id":"3577696729570792","authorId":"3577696729570792","name":"BABAMood","avatar":"https://community-static.tradeup.com/news/c5b19a24eac522faa794daf35b347b50","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577696729570792","authorIdStr":"3577696729570792"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/YINN 20241206 27.5 PUT\">$YINN 20241206 27.5 PUT$ </a>&nbsp; China A50 bull version. Weekly selling puts options premium.","listText":"<a href=\"https://ttm.financial/OPT/YINN 20241206 27.5 PUT\">$YINN 20241206 27.5 PUT$ </a>&nbsp; China A50 bull version. Weekly selling puts options premium.","text":"$YINN 20241206 27.5 PUT$ China A50 bull version. Weekly selling puts options premium.","images":[{"img":"https://community-static.tradeup.com/news/ee5109b3a7bfc8b3d12e5d5aa91016e6","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378915176349696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374793011822632,"gmtCreate":1732528249333,"gmtModify":1732528252738,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"😁👍","listText":"😁👍","text":"😁👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374793011822632","repostId":"2485200285","repostType":2,"repost":{"id":"2485200285","kind":"highlight","pubTimestamp":1732377600,"share":"https://ttm.financial/m/news/2485200285?lang=&edition=fundamental","pubTime":"2024-11-24 00:00","market":"sg","language":"en","title":"Palantir: The Hype Has Gone Too Far","url":"https://stock-news.laohu8.com/highlight/detail?id=2485200285","media":"seekingalpha","summary":"Palantir’s stock is in the bubble territory.The potential normalization of the company’s growth rate and the recent selling of shares by insiders could suggest that the stock has reached its peak for now.We continue to believe that Palantir is a Strong Sell at this point.","content":"<html><body><ul><li>Palantir’s stock is in the bubble territory.\n        </li><li>The potential normalization of the company’s growth rate and the recent selling of shares by insiders could suggest that the stock has reached its peak for now.\n        </li><li>We continue to believe that Palantir is a Strong Sell at this point.\n        </li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>peshkov</p></figcaption></figure></p> <div></div> <p>Our idea of shorting Palantir (<span>NYSE:PLTR</span>) failed to materialize and we exited our position at a loss when the stock crossed its pre-2024 all-time high levels recently. We explained the reasoning behind our short idea in<span> our latest article on Palantir and explained that we would exit the position if the technical resistance level was crossed.</span></p> <p>While we are out of the position and the stock has risen by over 100% since our latest article was published, we still believe that Palantir deserves its rating of a Strong Sell as its stock is currently in the bubble territory. We haven’t reentered a short position yet, as we’re waiting for the stock momentum to fade, but we also think that the growth of share price won’t last for much longer.</p> <h2><strong>Palantir Is In A Bubble Territory</strong></h2> <p>The major thing that happened since our latest article on Palantir was published was the release of the Q3 earnings report in early November. Thanks to the fact that the company beat the revenue and earnings consensus and improved its guidance, Palantir’s stock has rallied to new highs and currently trades around $60 per share.</p> <p>The price action itself wasn’t that surprising. Ever since the generative AI revolution started, companies that have been able to beat expectations and raise their outlook saw a major bump in their share price. That happened with Nvidia (NVDA) and Microsoft (MSFT) in the last year and a half, and it also has been happening with Palantir for over a year already.</p> <p>However, at this point, no growth opportunity can justify Palantir’s current valuation. The company’s forward P/E is 166x against the sector’s median of 24x, while its forward P/S is 51x, above the sector’s median of 3x. At a ~140 billion market capitalization, Palantir is worth approximately twice as much as the 2024 generative AI market even though it plans to make less than $3 billion in sales this fiscal year.</p> <p>Although the launch of Palantir’s artificial intelligence platform has been largely responsible for the company’s growth in the last year, there are signs that the growth rate itself is now slowing down and normalizing. While Palantir’s revenues were up 30% Y/Y in Q3, they were up only 7% Q/Q. Even though the customer count increased by 39% Y/Y, it was up only 6% Y/Y. Next year when the initial bump caused by AIP onboarding will be gone, there’s a possibility that we could see a Y/Y growth rate for sales, customer count, deals, and other metrics either in single digits or teen numbers.</p> <p>If that’s the case, then it would be hard to justify the excessive valuation with a more normalized growth rate. In addition, if there’s an escalation of the global trade war under the incoming Trump administration, then we don’t see how the company will be able to scale its business at an aggressive rate. Considering the recent major selling of shares by insiders and by Palantir’s CEO Alex Karp himself, there’s a possibility that the stock has reached or is about to reach its peak.</p> <h2><strong>The Real Value Of Palantir</strong></h2> <p>No matter how many growth opportunities Palantir has, it’s almost impossible to justify its current market price. In August, our valuation model showed Palantir’s intrinsic value to be $16.88 per share. Below we share an updated model that takes into account the company’s performance in Q3 and the latest developments.</p> <p>The tax rate in this model remains at 21%, and the perpetual growth rate remains at 3%. We create this model when Palantir is trading at $61.26 per share, and the cash data has been taken from its recent earnings report.</p> <p>Our valuation model covers the period of the next five years and the discount rate that we use is 7.68%. To calculate it, we first figured out Palantir’s cost of debt and cost of equity. For the cost of debt, we used mostly Palantir’s TTM data. For the cost of equity, we used the risk-free rate of 4.30%, the market return rate of 7.69%, and the beta of 1, which was used in the previous model as well. Since Palantir doesn’t have a long-term debt, while its total debt is insignificant, the company’s perpetual growth rate is not that far off from its cost of equity rate.</p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/11/21/48206420-17322009237393413.png\"/></span><figcaption><p>Palantir’s Valuation Model <span>(Bears of Wall Street)</span></p></figcaption></figure><p>When it comes to forecasting Palantir’s growth, we wanted to figure out how much the company’s stock could be worth under fairly optimistic assumptions. By doing so, we wanted to figure out whether there’s any upside to Palantir’s stock, which already trades at excessive multiples.</p> <p>The bottom part of the forecast table below didn’t change much in this calculation in comparison to the previous model since it has a fairly low impact on the outcome of the valuation. The two biggest changes happened to the sales estimates and EBIT estimates.</p> <p>Currently, Palantir’s latest high-end outlook suggests that the company is expected to generate $2.809 billion in sales in FY24. This translates to a Y/Y growth rate of around 26%. For all the other years, the analysts currently expect a Y/Y growth rate of above 20% but below 25%. Given this information, we decided to assume a 30% Y/Y growth rate in FY24 and beyond. By doing so, our model can more than account for the earnings surprises this year and beyond. The EBIT as a percentage of revenue has also been slightly increased in comparison to the previous model to account for any additional upside.</p> <p>This model shows that Palantir’s enterprise value is $52.68 billion, while its equity value is $57.24 billion. What is more important is that even under such wild assumptions that are likely to be higher than the actual performance, the model shows that Palantir’s intrinsic value is only $23.27 per share, which is around 62% below the current market price. Therefore, no matter how many growth opportunities Palantir remains extremely overvalued and its stock is in a bubble territory right now.</p> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/11/21/48206420-17322009245091445.png\"/></span><figcaption><p>Palantir’s Valuation Model <span>(Bears of Wall Street)</span></p></figcaption></figure><h2><strong>Risk to Our Bearish Thesis</strong></h2> <p>We see several major things that can undermine our bearish thesis. Considering that companies like Nvidia and TSMC (TSM) talk about how the demand for their advanced products remains significant, there’s a possibility that the generative AI revolution is far from over. If that’s the case, then Palantir might have a shot of continuing to exceed expectations and raise the outlook, which could result in a major appreciation of its shares like it was happening in recent quarters.</p> <p>Also, the potential improvement of the macro environment due to the potentially limited impact of Trump’s policies on global trade can help Palantir grow its sales and exceed expectations. This could also result in the further appreciation of its shares even though they are overvalued.</p> <h2><strong>Final Thoughts</strong></h2> <p>Our initial short idea failed, and we exited our position at a loss at the levels described in our latest article on the company. We learned our lesson and decided not to quickly reenter a short position and wait for the momentum to slowly fade before shorting again. Although the company has some growth opportunities, after the impressive run of its shares it’s hard to see how Palantir will be able to continue to trade at the current excessive multiples in the foreseeable future. That’s why reiterate our Strong Sell rating as the upside seems to be limited going forward.</p> <div></div> <p>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.</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: The Hype Has Gone Too Far</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: The Hype Has Gone Too Far\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-24 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739608-palantir-the-hype-has-gone-too-far><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir’s stock is in the bubble territory.\n        The potential normalization of the company’s growth rate and the recent selling of shares by insiders could suggest that the stock has reached its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4739608-palantir-the-hype-has-gone-too-far\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1498649784/image_1498649784.jpg","relate_stocks":{"BK4547":"WSB热门概念","BK4023":"应用软件","BK4543":"AI","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTR":"Palantir Technologies Inc.","BK4588":"碎股","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://seekingalpha.com/article/4739608-palantir-the-hype-has-gone-too-far","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2485200285","content_text":"Palantir’s stock is in the bubble territory.\n        The potential normalization of the company’s growth rate and the recent selling of shares by insiders could suggest that the stock has reached its peak for now.\n        We continue to believe that Palantir is a Strong Sell at this point.\n           peshkov  Our idea of shorting Palantir (NYSE:PLTR) failed to materialize and we exited our position at a loss when the stock crossed its pre-2024 all-time high levels recently. We explained the reasoning behind our short idea in our latest article on Palantir and explained that we would exit the position if the technical resistance level was crossed. While we are out of the position and the stock has risen by over 100% since our latest article was published, we still believe that Palantir deserves its rating of a Strong Sell as its stock is currently in the bubble territory. We haven’t reentered a short position yet, as we’re waiting for the stock momentum to fade, but we also think that the growth of share price won’t last for much longer. Palantir Is In A Bubble Territory The major thing that happened since our latest article on Palantir was published was the release of the Q3 earnings report in early November. Thanks to the fact that the company beat the revenue and earnings consensus and improved its guidance, Palantir’s stock has rallied to new highs and currently trades around $60 per share. The price action itself wasn’t that surprising. Ever since the generative AI revolution started, companies that have been able to beat expectations and raise their outlook saw a major bump in their share price. That happened with Nvidia (NVDA) and Microsoft (MSFT) in the last year and a half, and it also has been happening with Palantir for over a year already. However, at this point, no growth opportunity can justify Palantir’s current valuation. The company’s forward P/E is 166x against the sector’s median of 24x, while its forward P/S is 51x, above the sector’s median of 3x. At a ~140 billion market capitalization, Palantir is worth approximately twice as much as the 2024 generative AI market even though it plans to make less than $3 billion in sales this fiscal year. Although the launch of Palantir’s artificial intelligence platform has been largely responsible for the company’s growth in the last year, there are signs that the growth rate itself is now slowing down and normalizing. While Palantir’s revenues were up 30% Y/Y in Q3, they were up only 7% Q/Q. Even though the customer count increased by 39% Y/Y, it was up only 6% Y/Y. Next year when the initial bump caused by AIP onboarding will be gone, there’s a possibility that we could see a Y/Y growth rate for sales, customer count, deals, and other metrics either in single digits or teen numbers. If that’s the case, then it would be hard to justify the excessive valuation with a more normalized growth rate. In addition, if there’s an escalation of the global trade war under the incoming Trump administration, then we don’t see how the company will be able to scale its business at an aggressive rate. Considering the recent major selling of shares by insiders and by Palantir’s CEO Alex Karp himself, there’s a possibility that the stock has reached or is about to reach its peak. The Real Value Of Palantir No matter how many growth opportunities Palantir has, it’s almost impossible to justify its current market price. In August, our valuation model showed Palantir’s intrinsic value to be $16.88 per share. Below we share an updated model that takes into account the company’s performance in Q3 and the latest developments. The tax rate in this model remains at 21%, and the perpetual growth rate remains at 3%. We create this model when Palantir is trading at $61.26 per share, and the cash data has been taken from its recent earnings report. Our valuation model covers the period of the next five years and the discount rate that we use is 7.68%. To calculate it, we first figured out Palantir’s cost of debt and cost of equity. For the cost of debt, we used mostly Palantir’s TTM data. For the cost of equity, we used the risk-free rate of 4.30%, the market return rate of 7.69%, and the beta of 1, which was used in the previous model as well. Since Palantir doesn’t have a long-term debt, while its total debt is insignificant, the company’s perpetual growth rate is not that far off from its cost of equity rate. Palantir’s Valuation Model (Bears of Wall Street)When it comes to forecasting Palantir’s growth, we wanted to figure out how much the company’s stock could be worth under fairly optimistic assumptions. By doing so, we wanted to figure out whether there’s any upside to Palantir’s stock, which already trades at excessive multiples. The bottom part of the forecast table below didn’t change much in this calculation in comparison to the previous model since it has a fairly low impact on the outcome of the valuation. The two biggest changes happened to the sales estimates and EBIT estimates. Currently, Palantir’s latest high-end outlook suggests that the company is expected to generate $2.809 billion in sales in FY24. This translates to a Y/Y growth rate of around 26%. For all the other years, the analysts currently expect a Y/Y growth rate of above 20% but below 25%. Given this information, we decided to assume a 30% Y/Y growth rate in FY24 and beyond. By doing so, our model can more than account for the earnings surprises this year and beyond. The EBIT as a percentage of revenue has also been slightly increased in comparison to the previous model to account for any additional upside. This model shows that Palantir’s enterprise value is $52.68 billion, while its equity value is $57.24 billion. What is more important is that even under such wild assumptions that are likely to be higher than the actual performance, the model shows that Palantir’s intrinsic value is only $23.27 per share, which is around 62% below the current market price. Therefore, no matter how many growth opportunities Palantir remains extremely overvalued and its stock is in a bubble territory right now. Palantir’s Valuation Model (Bears of Wall Street)Risk to Our Bearish Thesis We see several major things that can undermine our bearish thesis. Considering that companies like Nvidia and TSMC (TSM) talk about how the demand for their advanced products remains significant, there’s a possibility that the generative AI revolution is far from over. If that’s the case, then Palantir might have a shot of continuing to exceed expectations and raise the outlook, which could result in a major appreciation of its shares like it was happening in recent quarters. Also, the potential improvement of the macro environment due to the potentially limited impact of Trump’s policies on global trade can help Palantir grow its sales and exceed expectations. This could also result in the further appreciation of its shares even though they are overvalued. Final Thoughts Our initial short idea failed, and we exited our position at a loss at the levels described in our latest article on the company. We learned our lesson and decided not to quickly reenter a short position and wait for the momentum to slowly fade before shorting again. Although the company has some growth opportunities, after the impressive run of its shares it’s hard to see how Palantir will be able to continue to trade at the current excessive multiples in the foreseeable future. That’s why reiterate our Strong Sell rating as the upside seems to be limited going forward.  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":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357906159132752,"gmtCreate":1728399854165,"gmtModify":1728399857969,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Doubt will happened&nbsp;","listText":"Doubt will happened&nbsp;","text":"Doubt will happened","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357906159132752","repostId":"2473446739","repostType":2,"repost":{"id":"2473446739","kind":"highlight","pubTimestamp":1728398814,"share":"https://ttm.financial/m/news/2473446739?lang=&edition=fundamental","pubTime":"2024-10-08 22:46","market":"us","language":"en","title":"What's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?","url":"https://stock-news.laohu8.com/highlight/detail?id=2473446739","media":"Motley Fool","summary":"All the \"Magnificent Seven\" stocks could be winners in a Harris administration.","content":"<html><head></head><body><ul style=\"\"><li><p>Several of Harris&#39; proposed policies could impact the Magnificent Seven.</p></li><li><p>It&#39;s difficult to determine which stock in the group might benefit the most from her proposals.</p></li><li><p>However, one Magnificent Seven stock could be the biggest winner if Harris&#39; policies lead to lower inflation and interest rates.</p></li></ul><p>The stock market has performed pretty well as the Biden-Harris administration draws to a close. Despite the steep decline in 2022, the <strong>S&amp;P 500</strong> has soared nearly 50%. Much of this performance was driven by huge gains for the so-called &#34;Magnificent Seven&#34; stocks.</p><p>Could this momentum continue in a Kamala Harris administration? And, if so, what&#39;s the best Magnificent Seven stock to buy if Harris wins in November?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1290cd3328579120fc0158c0c776f64d\" tg-width=\"700\" tg-height=\"466\"/></p><p>Kamala Harris. Official White House photo by Lawrence Jackson.</p><h2 id=\"id_2727723257\">Harris&#39; proposals that could affect the Magnificent Seven</h2><p>Harris has unveiled a wide range of economic proposals. Her campaign released an 82-page document outlining what she&#39;d like to do to create what she calls &#34;an opportunity economy.&#34; Not all of the proposals in this document affect the Magnificent Seven, but several could.</p><p>The vice president&#39;s plan to increase the corporate tax rate from 21% to 28% has received significant media attention. Although this is a large increase, it&#39;s still lower than the maximum corporate tax rate of 39% that was in place before former President Donald Trump&#39;s tax cuts went into effect in 2018.</p><p>Another Harris proposal is to quadruple the tax rate on corporate stock buybacks. The rationale behind this plan is &#34;to encourage businesses to invest in growth and productivity.&#34;</p><p>Harris also wants the federal government to invest in industries that are important to the country&#39;s economic and national security. Her plan specifically identifies the following types of businesses that would be eligible for tax credits:</p><ul style=\"\"><li><p>Aerospace companies</p></li><li><p>Artificial intelligence (AI) data centers</p></li><li><p>Automobile manufacturers</p></li><li><p>Biotechnology companies</p></li><li><p>Clean energy manufacturers</p></li><li><p>Semiconductor manufacturers</p></li><li><p>Steel and iron producers</p></li></ul><h2 id=\"id_3763262662\">Evaluating the impact of these proposals</h2><p>In theory, the members of the Magnificent Seven -- <strong>Alphabet</strong> (GOOG -2.47%) (GOOGL -2.44%), <strong>Amazon</strong> (AMZN -3.06%), <strong>Apple</strong> (AAPL -2.25%), <strong>Meta Platforms</strong> (META -1.87%), <strong>Microsoft</strong> (MSFT -1.57%), <strong>Nvidia</strong> (NVDA 2.24%), and <strong>Tesla</strong> (TSLA -3.70%) -- would be affected equally by Harris&#39; proposed corporate tax rate increase. However, in practice, this change could impact the big companies differently.</p><p>The following table shows the effective tax rates paid by the Magnificent Seven in their most recent fiscal years:</p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p>Company</p></th><th style=\"text-align:left;\"><p>Effective Tax Rate</p></th></tr><tr><td style=\"text-align:left;\"><p>Alphabet</p></td><td style=\"text-align:left;\"><p>13.9%</p></td></tr><tr><td style=\"text-align:left;\"><p>Amazon</p></td><td style=\"text-align:left;\"><p>9.73%</p></td></tr><tr><td style=\"text-align:left;\"><p>Apple</p></td><td style=\"text-align:left;\"><p>14.7%</p></td></tr><tr><td style=\"text-align:left;\"><p>Meta Platforms</p></td><td style=\"text-align:left;\"><p>17.6%</p></td></tr><tr><td style=\"text-align:left;\"><p>Microsoft</p></td><td style=\"text-align:left;\"><p>18%</p></td></tr><tr><td style=\"text-align:left;\"><p>Nvidia</p></td><td style=\"text-align:left;\"><p>12%</p></td></tr><tr><td style=\"text-align:left;\"><p>Tesla</p></td><td style=\"text-align:left;\"><p>(50% Tax Benefit)</p></td></tr></tbody></table><p>Data sources: Company 10-K filings. *Tesla received more tax benefits than it paid in taxes in 2023.</p><p>As you can see, none of the Magnificent Seven companies paid the full 21% corporate tax rate. Microsoft and Meta had the highest effective tax rates of the group. However, all of the companies have been adept at using the tax code to their advantage.</p><p>What about stock buybacks? Most of the Magnificent Seven members have repurchased shares in significant amounts. Apple has by far spent the most money on stock buybacks -- $70.6 billion in the nine months ended July 1, 2023. Increased taxes on stock buybacks could cause Apple and others to change their capital deployment strategies. However, I don&#39;t expect this would significantly impact their stock performance or underlying businesses.</p><p>Each of these companies could benefit from the tax credits for AI data centers proposed by Harris. As the three largest cloud services providers, Amazon, Microsoft, and Alphabet might be the biggest winners on this front. However, Nvidia could also be helped quite a bit because its GPUs are used heavily in AI data centers. In addition, Nvidia and Tesla could potentially receive tax credits offered to semiconductor makers and automakers, respectively.</p><h2 id=\"id_2921650649\">The best Magnificent Seven stock to buy if Harris wins</h2><p>So what&#39;s the best Magnificent Seven stock to buy if Harris wins the presidential race? The honest answer is that there&#39;s insufficient information to know which stock might benefit the most from the aforementioned policies proposed by the vice president. Furthermore, it&#39;s uncertain if she would be able to implement all of her plans should she be elected. The U.S. Congress advances legislation; the president only signs the bills into law.</p><p>That said, many economists believe that Harris&#39; economic policies would help control inflation, while Trump&#39;s plans (especially his proposed tariffs) could cause inflation to rise. If these economists are right, interest rates would more likely be lower during a Harris administration than they would otherwise be.</p><p>While all the Magnificent Seven stocks should benefit from a lower-rate environment, I think the best pick of the group is Amazon. The company has a substantial debt load, which makes it a potentially bigger beneficiary of lower rates than the other Magnificent Seven members. Lower interest rates could also boost consumer and corporate spending, helping Amazon&#39;s e-commerce, advertising, and cloud services businesses.</p><p>Regardless of which person occupies the White House over the next four years, Amazon should benefit from the shift of IT spending to the cloud from on-premises. This migration will likely be accelerated by AI advances.</p><p>Surprisingly, Amazon stock has only climbed around 12% during Harris&#39; time as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>. I suspect it could deliver much greater gains if she becomes president and interest rates decline further.</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>What's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?</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\">\nWhat's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several of Harris' proposed policies could impact the Magnificent Seven.It's difficult to determine which stock in the group might benefit the most from her proposals.However, one Magnificent Seven ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","GOOG":"谷歌","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","GOOGL":"谷歌A","NVDA":"英伟达","BK4529":"IDC概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4528":"SaaS概念","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","TSLA":"特斯拉","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4592":"伊斯兰概念","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4573":"虚拟现实","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4576":"AR","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","MSFT":"微软","BK4525":"远程办公概念","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4527":"明星科技股","BK4577":"网络游戏","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4588":"碎股","BK4579":"人工智能","META":"Meta Platforms, Inc.","AMZN":"亚马逊","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4574":"无人驾驶","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473446739","content_text":"Several of Harris' proposed policies could impact the Magnificent Seven.It's difficult to determine which stock in the group might benefit the most from her proposals.However, one Magnificent Seven stock could be the biggest winner if Harris' policies lead to lower inflation and interest rates.The stock market has performed pretty well as the Biden-Harris administration draws to a close. Despite the steep decline in 2022, the S&P 500 has soared nearly 50%. Much of this performance was driven by huge gains for the so-called \"Magnificent Seven\" stocks.Could this momentum continue in a Kamala Harris administration? And, if so, what's the best Magnificent Seven stock to buy if Harris wins in November?Kamala Harris. Official White House photo by Lawrence Jackson.Harris' proposals that could affect the Magnificent SevenHarris has unveiled a wide range of economic proposals. Her campaign released an 82-page document outlining what she'd like to do to create what she calls \"an opportunity economy.\" Not all of the proposals in this document affect the Magnificent Seven, but several could.The vice president's plan to increase the corporate tax rate from 21% to 28% has received significant media attention. Although this is a large increase, it's still lower than the maximum corporate tax rate of 39% that was in place before former President Donald Trump's tax cuts went into effect in 2018.Another Harris proposal is to quadruple the tax rate on corporate stock buybacks. The rationale behind this plan is \"to encourage businesses to invest in growth and productivity.\"Harris also wants the federal government to invest in industries that are important to the country's economic and national security. Her plan specifically identifies the following types of businesses that would be eligible for tax credits:Aerospace companiesArtificial intelligence (AI) data centersAutomobile manufacturersBiotechnology companiesClean energy manufacturersSemiconductor manufacturersSteel and iron producersEvaluating the impact of these proposalsIn theory, the members of the Magnificent Seven -- Alphabet (GOOG -2.47%) (GOOGL -2.44%), Amazon (AMZN -3.06%), Apple (AAPL -2.25%), Meta Platforms (META -1.87%), Microsoft (MSFT -1.57%), Nvidia (NVDA 2.24%), and Tesla (TSLA -3.70%) -- would be affected equally by Harris' proposed corporate tax rate increase. However, in practice, this change could impact the big companies differently.The following table shows the effective tax rates paid by the Magnificent Seven in their most recent fiscal years:CompanyEffective Tax RateAlphabet13.9%Amazon9.73%Apple14.7%Meta Platforms17.6%Microsoft18%Nvidia12%Tesla(50% Tax Benefit)Data sources: Company 10-K filings. *Tesla received more tax benefits than it paid in taxes in 2023.As you can see, none of the Magnificent Seven companies paid the full 21% corporate tax rate. Microsoft and Meta had the highest effective tax rates of the group. However, all of the companies have been adept at using the tax code to their advantage.What about stock buybacks? Most of the Magnificent Seven members have repurchased shares in significant amounts. Apple has by far spent the most money on stock buybacks -- $70.6 billion in the nine months ended July 1, 2023. Increased taxes on stock buybacks could cause Apple and others to change their capital deployment strategies. However, I don't expect this would significantly impact their stock performance or underlying businesses.Each of these companies could benefit from the tax credits for AI data centers proposed by Harris. As the three largest cloud services providers, Amazon, Microsoft, and Alphabet might be the biggest winners on this front. However, Nvidia could also be helped quite a bit because its GPUs are used heavily in AI data centers. In addition, Nvidia and Tesla could potentially receive tax credits offered to semiconductor makers and automakers, respectively.The best Magnificent Seven stock to buy if Harris winsSo what's the best Magnificent Seven stock to buy if Harris wins the presidential race? The honest answer is that there's insufficient information to know which stock might benefit the most from the aforementioned policies proposed by the vice president. Furthermore, it's uncertain if she would be able to implement all of her plans should she be elected. The U.S. Congress advances legislation; the president only signs the bills into law.That said, many economists believe that Harris' economic policies would help control inflation, while Trump's plans (especially his proposed tariffs) could cause inflation to rise. If these economists are right, interest rates would more likely be lower during a Harris administration than they would otherwise be.While all the Magnificent Seven stocks should benefit from a lower-rate environment, I think the best pick of the group is Amazon. The company has a substantial debt load, which makes it a potentially bigger beneficiary of lower rates than the other Magnificent Seven members. Lower interest rates could also boost consumer and corporate spending, helping Amazon's e-commerce, advertising, and cloud services businesses.Regardless of which person occupies the White House over the next four years, Amazon should benefit from the shift of IT spending to the cloud from on-premises. This migration will likely be accelerated by AI advances.Surprisingly, Amazon stock has only climbed around 12% during Harris' time as VP. I suspect it could deliver much greater gains if she becomes president and interest rates decline further.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355757036925232,"gmtCreate":1727856828406,"gmtModify":1727856832295,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Good write up but BS. Dig deeper and be found","listText":"Good write up but BS. Dig deeper and be found","text":"Good write up but BS. Dig deeper and be found","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355757036925232","repostId":"2472536149","repostType":2,"repost":{"id":"2472536149","kind":"highlight","pubTimestamp":1727804138,"share":"https://ttm.financial/m/news/2472536149?lang=&edition=fundamental","pubTime":"2024-10-02 01:35","market":"hk","language":"en","title":"Tesla: China Stimulus Already Priced In","url":"https://stock-news.laohu8.com/highlight/detail?id=2472536149","media":"seekingalpha","summary":"Tesla, Inc. stock prices rallied in tandem with the China stock market, both advancing more than 20%, in the past month.China’s recently announced stimulus policies are the key driver for both in my v","content":"<html><body><ul><li>Tesla, Inc. stock prices rallied in tandem with the China stock market, both advancing more than 20%, in the past month.</li><li>China’s recently announced stimulus policies are the key driver for both in my view.</li><li>However, the potential benefits from these policies for Tesla are overestimated and already priced in.</li><li>At these price levels, TSLA investors are ill-prepared for the downside risks.</li><li>Top downside risks include stiff competition from domestic producers like BYD, the persisting EV overcapacity, and uncertainties of TSLA’s AI-flavored products.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>ronniechua</p></figcaption></figure></p> <h2>TSLA stock and China</h2> <p>My last article on <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) focused on its battery issues. The article was published on Seeking Alpha on August 19 and titled “Tesla: What If 4680 Battery Team Fails<span> To Deliver By 2024.” In that article, I caution investors about the following risks surrounding its battery:</span></p> <blockquote><p><em>Battery is a bottleneck issue for EV manufacturers and Tesla is no exception. Tesla's 4680 battery cells aim to improve efficiency and reduce costs, but currently face both technical and cost issues.</em></p></blockquote> <p>Since that writing, there has been a major change in the global macroeconomics. China has recently announced a series of stimulus policies to support its economic development and also reported better-than-expected PMI data. More details are quoted below (slightly edited by me):</p> <blockquote><p><em>SA news</em><em>: The Chinese stock market rose ~8% on Monday, marking its biggest rally since 2008… The moves come after China's manufacturing activity slightly improved in September 2024 from August's six-month low, surpassing expectations. The moves also come a day after, The People's Bank of China said that it would order banks to reduce mortgage rates for existing home loans before October 31 amid efforts to support the property sector.</em></p></blockquote> <p>The Chinese stock market has rallied more than ~20% from the recent lows in the past month (see the next chart below), the technical definition of a bull market. For TSLA, China is both a key end market and also a manufacturing base. As a result, TSLA’s stock prices also rose in tandem, rallying almost 27% in the past month as seen.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/1/48844541-17277889675455046.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <p>Against this background, the thesis of this article is to argue that TSLA bulls have overestimated the potential benefits of China's recently announced stimulus plan. Furthermore, with the large stock price rise in the past month, whatever the benefits there are, they have already been priced in. Looking ahead, TSLA faces stiff competition from China’s domestic producers, and I don’t see TSLA in an advantageous position.</p> <h2>TSLA stock vs. BYD</h2> <p>Allow me to digress a bit to pay tribute to Charles Munger first, from whom I’ve learned so much about life and investing. Shortly before he passed away (may he rest in peace), he made some very insightful remarks about TSLA and BYD Company, TSLA’s key rival in China. Quote:</p> <blockquote><p><em>Business insider report</em><em>: </em><em>Munger lauded BYD for growing rapidly in its home market and leaving Musk in the dust. \"BYD is so much ahead of Tesla in China it's almost ridiculous,\" The billionaire investor pointed out that Tesla cut its car prices in China last year, while BYD was able to raise prices.</em></p></blockquote> <p>Munger also contrasted BYD’s CEO (Chuanfu Wang) to Elon Musk, praising the former man as “a combination of Thomas Edison and Jack Welch.” But I will leave the assessment of the CEOs for a different day to keep this article tightly focused and of reasonable length.</p> <p>Now, let me get back to the issue of prices and profits, as Munger commented above. What Munger has commented on reflects several strategic advantages for BYD in my view. The top 2 in my mind are its better product lineup and the government support. BYD offers a wider range of vehicles, from budget-friendly options to premium models. This allows them to target different market segments and adjust pricing strategies accordingly. The Chinese government also favors domestic EV manufacturers in my view, including BYD, providing another competitive advantage that is difficult to change.</p> <p>All these factors have made BYD fundamentally a more profitable business. As an example, the next chart shows that Tesla's profit margin was systematically lower than that of BYD over the years. More specifically, BYD has been enjoying an average profit margin of 9.22% in the past 5 years since 2020 as seen. While in contrast, TSLA’s profit margin has only averaged 2.92% in this period, less than ½ of BYD’s.</p> <p>And next, I will argue that TSLA’s automotive margin is even lower once its regulatory credits are considered.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/1/48844541-17277889675967867.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p> <h2>TSLA stock Q2: the role of carbon credits</h2> <p>In TSLA’s business model thus far, the sales of carbon credits have been a significant source of income. As seen from the next chart, this income source has been on an upward trend overall in the past 5~6 years. The following specific statistics were quoted from Carbon Credits:</p> <blockquote><p><em>TSLA started selling these regulatory credits in 2017 and the proceeds from these sales just reached a record of $890 million in the past quarter. This revenue stream is up 216% from $282 million a year earlier and a 102% increase from Q1 ($442m). When excluding these regulatory credits, automotive gross margin was 14.6% for Q2.</em></p></blockquote> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/1/48844541-17277889675655131.png\"/></span> </picture><figcaption><p><span>Carbon Credits</span></p></figcaption></figure></p> <p>In its more recent quarterly earnings report, TSLA reported an aggregated gross margin of around 18%. Based on the data above, the margin for its automotive after adjusting the carbon credits is considerably lower, by 340 basis points. To better contextualize things, the next chart displays its automotive gross margin after carbon credits are adjusted in 3 years between Q2 2021 and Q2 2024. As you can see, the trend is quite concerning. Its last automotive margin of 14.6% is only about ½ of its peak margins of around 29%~30% in 2022.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/1/48844541-17277889671155062.png\"/></span> </picture><figcaption><p><span>Source:X.com</span></p></figcaption></figure></p> <h2>Other risks and final thoughts</h2> <p>Now back to Munger’s remarks about profitability and price cuts. TSLA has been relying on price cuts as a key strategy recently. But unfortunately, its profit per vehicle has dwindled in tandem, as illustrated in the next chart below. It used to profit around $18,000 per vehicle at the beginning of 2022. The figure is only about $8,200 as of the most recent report. Looking ahead, China is very like to face persisting overcapacity issues in the EV sector, despite the government’s efforts to stimulate its economy. It is not clear to me how long TSLA can rely on its price cuts in an oversupplied market with key rivals like BYD who enjoy far better margins.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/1/48844541-17277889674750051.png\"/></span> </picture><figcaption><p><span>Reuters</span></p></figcaption></figure></p> <p>In terms of upside risk, the biggest one in my mind is Elon Musk’s ability to turn the company into a high-tech company. For years, Elon Musk has been trying – and quite successful in my view – to convince investors that TSLA is NOT a car company but a high-tech company pursuing earthshaking products like autonomous driving, robotaxi, etc. These futuristic products, of course, hold tremendous growth potential, which have helped (and are still helping) to support TSLA’s premium P/E (112x as of this writing) in contrast to a car company. For example, General Motors (GM) trades at 4.5x P/E as of this writing. However, there are also considerable uncertainties and the market has begun to show its skepticism. An example is quoted below:</p> <blockquote><p><em>Seeking Alpha report: </em><em>Morgan Stanley downgraded the entire U.S. auto industry view to an In-Line rating after having the broad sector set at Attractive…\"At a high level, our downgrade is driven by a combination of international, domestic and strategic factors that we believe may not be fully appreciated by investors,\" warned analyst Adam Jonas… Jonas and his team also said the optimism around auto stocks getting credit for being AI enablers and beneficiaries is being countered by concerns over the significant capital commitment required to follow through on large-scale AI development, AI infrastructure, and building out AI cloud/datacenter hyperscalers.</em></p></blockquote> <p>All told, my verdict is that the recent rallies in TSLA’s stock prices are overdone. These rallies are largely driven by China’s stimulus plan, in my view. I am not optimistic that the stimulus plan can benefit TSLA as much as the market expects, given the competitive advantages from rivals like BYD with the macroscopic backdrop of EV overcapacity. Meanwhile, TSLA’s promise to be an AI enabler/beneficiary is highly uncertain and has little support from actual products in my view. With these considerations, I see more downside risks than upside risks at TSLA’s current price levels.</p> <div></div> <p>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.</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: China Stimulus Already Priced In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nTesla: China Stimulus Already Priced In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-02 01:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4724481-tesla-china-stimulus-already-priced-in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. stock prices rallied in tandem with the China stock market, both advancing more than 20%, in the past month.China’s recently announced stimulus policies are the key driver for both in my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4724481-tesla-china-stimulus-already-priced-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1225621018/image_1225621018.jpg","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","BK4588":"碎股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLA":"特斯拉","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","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","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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"},"source_url":"https://seekingalpha.com/article/4724481-tesla-china-stimulus-already-priced-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2472536149","content_text":"Tesla, Inc. stock prices rallied in tandem with the China stock market, both advancing more than 20%, in the past month.China’s recently announced stimulus policies are the key driver for both in my view.However, the potential benefits from these policies for Tesla are overestimated and already priced in.At these price levels, TSLA investors are ill-prepared for the downside risks.Top downside risks include stiff competition from domestic producers like BYD, the persisting EV overcapacity, and uncertainties of TSLA’s AI-flavored products.   ronniechua TSLA stock and China My last article on Tesla, Inc. (NASDAQ:TSLA) focused on its battery issues. The article was published on Seeking Alpha on August 19 and titled “Tesla: What If 4680 Battery Team Fails To Deliver By 2024.” In that article, I caution investors about the following risks surrounding its battery: Battery is a bottleneck issue for EV manufacturers and Tesla is no exception. Tesla's 4680 battery cells aim to improve efficiency and reduce costs, but currently face both technical and cost issues. Since that writing, there has been a major change in the global macroeconomics. China has recently announced a series of stimulus policies to support its economic development and also reported better-than-expected PMI data. More details are quoted below (slightly edited by me): SA news: The Chinese stock market rose ~8% on Monday, marking its biggest rally since 2008… The moves come after China's manufacturing activity slightly improved in September 2024 from August's six-month low, surpassing expectations. The moves also come a day after, The People's Bank of China said that it would order banks to reduce mortgage rates for existing home loans before October 31 amid efforts to support the property sector. The Chinese stock market has rallied more than ~20% from the recent lows in the past month (see the next chart below), the technical definition of a bull market. For TSLA, China is both a key end market and also a manufacturing base. As a result, TSLA’s stock prices also rose in tandem, rallying almost 27% in the past month as seen.   Seeking Alpha Against this background, the thesis of this article is to argue that TSLA bulls have overestimated the potential benefits of China's recently announced stimulus plan. Furthermore, with the large stock price rise in the past month, whatever the benefits there are, they have already been priced in. Looking ahead, TSLA faces stiff competition from China’s domestic producers, and I don’t see TSLA in an advantageous position. TSLA stock vs. BYD Allow me to digress a bit to pay tribute to Charles Munger first, from whom I’ve learned so much about life and investing. Shortly before he passed away (may he rest in peace), he made some very insightful remarks about TSLA and BYD Company, TSLA’s key rival in China. Quote: Business insider report: Munger lauded BYD for growing rapidly in its home market and leaving Musk in the dust. \"BYD is so much ahead of Tesla in China it's almost ridiculous,\" The billionaire investor pointed out that Tesla cut its car prices in China last year, while BYD was able to raise prices. Munger also contrasted BYD’s CEO (Chuanfu Wang) to Elon Musk, praising the former man as “a combination of Thomas Edison and Jack Welch.” But I will leave the assessment of the CEOs for a different day to keep this article tightly focused and of reasonable length. Now, let me get back to the issue of prices and profits, as Munger commented above. What Munger has commented on reflects several strategic advantages for BYD in my view. The top 2 in my mind are its better product lineup and the government support. BYD offers a wider range of vehicles, from budget-friendly options to premium models. This allows them to target different market segments and adjust pricing strategies accordingly. The Chinese government also favors domestic EV manufacturers in my view, including BYD, providing another competitive advantage that is difficult to change. All these factors have made BYD fundamentally a more profitable business. As an example, the next chart shows that Tesla's profit margin was systematically lower than that of BYD over the years. More specifically, BYD has been enjoying an average profit margin of 9.22% in the past 5 years since 2020 as seen. While in contrast, TSLA’s profit margin has only averaged 2.92% in this period, less than ½ of BYD’s. And next, I will argue that TSLA’s automotive margin is even lower once its regulatory credits are considered.   Seeking Alpha TSLA stock Q2: the role of carbon credits In TSLA’s business model thus far, the sales of carbon credits have been a significant source of income. As seen from the next chart, this income source has been on an upward trend overall in the past 5~6 years. The following specific statistics were quoted from Carbon Credits: TSLA started selling these regulatory credits in 2017 and the proceeds from these sales just reached a record of $890 million in the past quarter. This revenue stream is up 216% from $282 million a year earlier and a 102% increase from Q1 ($442m). When excluding these regulatory credits, automotive gross margin was 14.6% for Q2.   Carbon Credits In its more recent quarterly earnings report, TSLA reported an aggregated gross margin of around 18%. Based on the data above, the margin for its automotive after adjusting the carbon credits is considerably lower, by 340 basis points. To better contextualize things, the next chart displays its automotive gross margin after carbon credits are adjusted in 3 years between Q2 2021 and Q2 2024. As you can see, the trend is quite concerning. Its last automotive margin of 14.6% is only about ½ of its peak margins of around 29%~30% in 2022.   Source:X.com Other risks and final thoughts Now back to Munger’s remarks about profitability and price cuts. TSLA has been relying on price cuts as a key strategy recently. But unfortunately, its profit per vehicle has dwindled in tandem, as illustrated in the next chart below. It used to profit around $18,000 per vehicle at the beginning of 2022. The figure is only about $8,200 as of the most recent report. Looking ahead, China is very like to face persisting overcapacity issues in the EV sector, despite the government’s efforts to stimulate its economy. It is not clear to me how long TSLA can rely on its price cuts in an oversupplied market with key rivals like BYD who enjoy far better margins.   Reuters In terms of upside risk, the biggest one in my mind is Elon Musk’s ability to turn the company into a high-tech company. For years, Elon Musk has been trying – and quite successful in my view – to convince investors that TSLA is NOT a car company but a high-tech company pursuing earthshaking products like autonomous driving, robotaxi, etc. These futuristic products, of course, hold tremendous growth potential, which have helped (and are still helping) to support TSLA’s premium P/E (112x as of this writing) in contrast to a car company. For example, General Motors (GM) trades at 4.5x P/E as of this writing. However, there are also considerable uncertainties and the market has begun to show its skepticism. An example is quoted below: Seeking Alpha report: Morgan Stanley downgraded the entire U.S. auto industry view to an In-Line rating after having the broad sector set at Attractive…\"At a high level, our downgrade is driven by a combination of international, domestic and strategic factors that we believe may not be fully appreciated by investors,\" warned analyst Adam Jonas… Jonas and his team also said the optimism around auto stocks getting credit for being AI enablers and beneficiaries is being countered by concerns over the significant capital commitment required to follow through on large-scale AI development, AI infrastructure, and building out AI cloud/datacenter hyperscalers. All told, my verdict is that the recent rallies in TSLA’s stock prices are overdone. These rallies are largely driven by China’s stimulus plan, in my view. I am not optimistic that the stimulus plan can benefit TSLA as much as the market expects, given the competitive advantages from rivals like BYD with the macroscopic backdrop of EV overcapacity. Meanwhile, TSLA’s promise to be an AI enabler/beneficiary is highly uncertain and has little support from actual products in my view. With these considerations, I see more downside risks than upside risks at TSLA’s current price levels.  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":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351182021013840,"gmtCreate":1726760293248,"gmtModify":1726760295783,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LVMUY\">$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/LVMUY\">$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351182021013840","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333779655192728,"gmtCreate":1722522471449,"gmtModify":1722523316563,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"What a Joker are u?","listText":"What a Joker are u?","text":"What a Joker are u?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333779655192728","repostId":"2456435258","repostType":2,"repost":{"id":"2456435258","kind":"highlight","pubTimestamp":1722521116,"share":"https://ttm.financial/m/news/2456435258?lang=&edition=fundamental","pubTime":"2024-08-01 22:05","market":"us","language":"en","title":"SP500: It Feels Like A Bear Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2456435258","media":"seekingalpha","summary":"It depends on the fundamentals. However, the technical bounce can continue, and if the key resistance for S&P 500 is broken, the new highs are possible. Interactive Brokers reported that retail investors were heavily buying into the selloff, particularly Nvidia, just before the bounce. Thus, the","content":"<html><body><ul><li>The S&amp;P 500 Index has bounced from the key resistance, to the key support, which seems like a technical bounce.</li><li>The economic fundamentals are deteriorating, while the Gen AI hype is fading.</li><li>Thus, most investors should reduce exposure to the S&amp;P 500.</li></ul><p><figure><picture> <img fetchpriority=\"high\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1291088257/image_1291088257.jpg?io=getty-c-w750\"/> </picture><figcaption> <p>franckreporter</p></figcaption></figure></p> <h2>The Bounce</h2> <p>The <strong>S&amp;P 500 Index</strong> (SP500) is currently about 2.5% below the all-time high point reached on July 16th. The current “dip” started with the test of the 20-day moving average first, and after the 20dma breakdown, the selloff stopped at<span> the next support, the 50dma. The 50dma support was breached on two occasions, with the most recent intraday drop a day before the Fed's meeting on July 30th.</span></p> <p>On July 31, the day of the Fed's July meeting, the S&amp;P 500 rallied hard straight into the 20dma resistance. As of now, the S&amp;P 500 is still in a downtrend, as long as it remains below the 20dma resistance, as the chart below shows.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/1/741147-17224875268148065.png\"/></span><figcaption><p>S&amp;P500 <span>(Yahoo)</span></p></figcaption></figure></p> <p>However, the bounce itself feels like it was a bear market rally, even though the S&amp;P 500 is not officially in the bear<span> market. The bounce was highly technical in nature and the leadership was questionable, which gives more credence to the possibility that the July 16th top could in-fact be a turning point.</span></p> <p>Specifically, the bounce has been led by Nvidia (NVDA), which was up by almost 13%. As I previously said, the S&amp;P 500 is not in a bear market yet, however, Nvidia is in the bear market.</p> <p>Nvidia was down by around 25% from the top, and reached the key support of 100dma the day before the bounce. The sharp bounce from the key support is the classic bear market rally. Nvidia is still in a downtrend, facing the resistance at the mini-death-cross forming, where the 20dma is crossing the 50dma.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/1/741147-17224884757981982.png\"/></span><figcaption><p>Nvidia <span>(Yahoo)</span></p></figcaption></figure></p> <p>Note, Nvidia is the third-largest component of the S&amp;P 500 with 6% weight in the index. Thus, Nvidia's bounce pushed the S&amp;P 500 higher as well. More importantly, the entire semiconductor industry bounced sharply, with the VanEck Semiconductor ETF (SMH) rising almost 8%.</p> <p>But, SMH is also in a bear market, down by 20% from the top before the bounce. Thus, the bounce feels like a bear market rally. Note, the day before the rally SMH breached the 100dma support, which possibly caused more short selling. Thus, the bounce is a possible short-covering rally.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/8/1/741147-17224890979543898.png\"/></span><figcaption><p>SMH <span>(Yahoo)</span></p></figcaption></figure></p> <p>Thus, given that the semiconductors and Nvidia are in the bear market, the sharp bounce could have been just a bear market rally. Bear market rallies are usually sharp, starting from the key support, as shorts take profits, and longs anticipate the bounce.</p> <p>Given the importance of Nvidia in the S&amp;P 500, and the semiconductors in Nasdaq 100 (QQQ), the broad indices bounced as well. What happens next? It depends on the fundamentals.</p> <p>However, the technical bounce can continue, and if the key resistance for S&amp;P 500 is broken, the new highs are possible. Interactive Brokers reported that retail investors were heavily buying into the selloff, particularly Nvidia, just before the bounce. Thus, the retail investor is buying the dip.</p> <h2>The fundamentals</h2> <ul><li><strong>The Gen AI bubble burst</strong></li></ul> <p>First, it's important to understand what caused the bear market selloff in Nvidia and the semiconductors. It appears that the current selloff could be the Gen AI bubble burst.</p> <p>In fact, it appears that the Gen AI hype is fading. Just before the peak, Goldman Sachs (GS) released the report titled: Gen AI — Too much spend, too little benefit and questioned the rate of return on Gen AI CapEx:</p> <blockquote><p>Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off?</p></blockquote> <p>The Gen AI hype and the CapEx expectations inflated the bubble, with Nvidia's PS ratio still at 32. Now, it seems like there is realization that the Gen AI adoption is not as widespread as expected, and the Gen AI monetizing will not happen over the near term. Alphabet (GOOG) (GOOGL) and Microsoft (MSFT) both failed to address the Gen AI CapEx ROR question.</p> <p>Obviously, if there is a sudden change in the Gen AI CapEx profitability perception, the further upside in Gen AI related stocks could be justified, but this is very unlikely.</p> <ul><li><strong>An imminent recession</strong></li></ul> <p>Yes, the data is still showing a solid growth, and the US economy is not in a recession. But, the unemployment rate is rising, and we are near the point where the Sahm Recession Rule is triggered — meaning when the unemployment rate rises by 0.5% from the low point, based on the 3-month averages, the recession usually follows. The Sahm Rule could be triggered this month.</p> <p>But, there is also plenty of evidence that the economy is sharply slowing from the corporate earnings. For example, Starbucks (SBUX) continues to struggle with the global comparable sales down by 3%. One of the large retailers, Conn's (CONN), just filed under Chapter 11, and it plans to close all 533 stores.</p> <h2>What did the Fed say?</h2> <p>The bounce happened on the day when the Fed was supposed to signal the first interest cut in September.</p> <p>The Fed did not signal the cut in September, at least not in the post-meeting official statement. The policy guide statement did not change:</p> <blockquote><p>The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.</p></blockquote> <p>The post-meeting press conference was more dovish, but the Fed Chair Powell has been dovish on all recent press-conferences, yet, the Federal Funds rate remains unchanged.</p> <p>In my opinion, the Fed is waiting for more evidence that the labor market is slowing, or more evidence of a recession, before cutting interest rates. At this point, the Fed sees the labor market weakness as normalization and not a sign of a recession.</p> <h2>Implications</h2> <p>The S&amp;P 500 has staged a bounce into resistance, from the key near term support. Given the fundamentals, as discussed above, the bounce is technical in nature, and given that it's led by components already in the bear market, it feels like a bear market rally.</p> <p>With that said, the rally can continue based on sentiment, especially if the key resistance levels are broken. The retail investor is buying the dip.</p> <p>However, the fundamentals are deteriorating, both the economic fundamentals and the industry-specific Gen AI fundamentals. The prudent strategy for most investors is to reduce the exposure to the S&amp;P 500.</p> <div></div> <p>Editor's Note: This article covers one or more microcap stocks. 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>SP500: It Feels Like A Bear Market Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nSP500: It Feels Like A Bear Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-01 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4709076-sp500-it-feels-like-a-bear-market-rally><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 Index has bounced from the key resistance, to the key support, which seems like a technical bounce.The economic fundamentals are deteriorating, while the Gen AI hype is fading.Thus, most ...</p>\n\n<a href=\"https://seekingalpha.com/article/4709076-sp500-it-feels-like-a-bear-market-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4514":"搜索引擎","CONN":"科恩","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IVV":"标普500指数ETF","LU0080751232.USD":"富达环球多元动力基金A","SH":"标普500反向ETF","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SBUX":"星巴克","VOO":"Vanguard标普500ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","GOOG":"谷歌","SSO":"两倍做多标普500ETF","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","GOOGL":"谷歌A","SMH":"半导体指数ETF-HOLDRs","SPXU":"三倍做空标普500ETF","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","MSFT":"微软","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","SDS":"两倍做空标普500ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","GEN":"GEN DIGITAL INC"},"source_url":"https://seekingalpha.com/article/4709076-sp500-it-feels-like-a-bear-market-rally","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2456435258","content_text":"The S&P 500 Index has bounced from the key resistance, to the key support, which seems like a technical bounce.The economic fundamentals are deteriorating, while the Gen AI hype is fading.Thus, most investors should reduce exposure to the S&P 500.   franckreporter The Bounce The S&P 500 Index (SP500) is currently about 2.5% below the all-time high point reached on July 16th. The current “dip” started with the test of the 20-day moving average first, and after the 20dma breakdown, the selloff stopped at the next support, the 50dma. The 50dma support was breached on two occasions, with the most recent intraday drop a day before the Fed's meeting on July 30th. On July 31, the day of the Fed's July meeting, the S&P 500 rallied hard straight into the 20dma resistance. As of now, the S&P 500 is still in a downtrend, as long as it remains below the 20dma resistance, as the chart below shows. S&P500 (Yahoo) However, the bounce itself feels like it was a bear market rally, even though the S&P 500 is not officially in the bear market. The bounce was highly technical in nature and the leadership was questionable, which gives more credence to the possibility that the July 16th top could in-fact be a turning point. Specifically, the bounce has been led by Nvidia (NVDA), which was up by almost 13%. As I previously said, the S&P 500 is not in a bear market yet, however, Nvidia is in the bear market. Nvidia was down by around 25% from the top, and reached the key support of 100dma the day before the bounce. The sharp bounce from the key support is the classic bear market rally. Nvidia is still in a downtrend, facing the resistance at the mini-death-cross forming, where the 20dma is crossing the 50dma. Nvidia (Yahoo) Note, Nvidia is the third-largest component of the S&P 500 with 6% weight in the index. Thus, Nvidia's bounce pushed the S&P 500 higher as well. More importantly, the entire semiconductor industry bounced sharply, with the VanEck Semiconductor ETF (SMH) rising almost 8%. But, SMH is also in a bear market, down by 20% from the top before the bounce. Thus, the bounce feels like a bear market rally. Note, the day before the rally SMH breached the 100dma support, which possibly caused more short selling. Thus, the bounce is a possible short-covering rally. SMH (Yahoo) Thus, given that the semiconductors and Nvidia are in the bear market, the sharp bounce could have been just a bear market rally. Bear market rallies are usually sharp, starting from the key support, as shorts take profits, and longs anticipate the bounce. Given the importance of Nvidia in the S&P 500, and the semiconductors in Nasdaq 100 (QQQ), the broad indices bounced as well. What happens next? It depends on the fundamentals. However, the technical bounce can continue, and if the key resistance for S&P 500 is broken, the new highs are possible. Interactive Brokers reported that retail investors were heavily buying into the selloff, particularly Nvidia, just before the bounce. Thus, the retail investor is buying the dip. The fundamentals The Gen AI bubble burst First, it's important to understand what caused the bear market selloff in Nvidia and the semiconductors. It appears that the current selloff could be the Gen AI bubble burst. In fact, it appears that the Gen AI hype is fading. Just before the peak, Goldman Sachs (GS) released the report titled: Gen AI — Too much spend, too little benefit and questioned the rate of return on Gen AI CapEx: Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? The Gen AI hype and the CapEx expectations inflated the bubble, with Nvidia's PS ratio still at 32. Now, it seems like there is realization that the Gen AI adoption is not as widespread as expected, and the Gen AI monetizing will not happen over the near term. Alphabet (GOOG) (GOOGL) and Microsoft (MSFT) both failed to address the Gen AI CapEx ROR question. Obviously, if there is a sudden change in the Gen AI CapEx profitability perception, the further upside in Gen AI related stocks could be justified, but this is very unlikely. An imminent recession Yes, the data is still showing a solid growth, and the US economy is not in a recession. But, the unemployment rate is rising, and we are near the point where the Sahm Recession Rule is triggered — meaning when the unemployment rate rises by 0.5% from the low point, based on the 3-month averages, the recession usually follows. The Sahm Rule could be triggered this month. But, there is also plenty of evidence that the economy is sharply slowing from the corporate earnings. For example, Starbucks (SBUX) continues to struggle with the global comparable sales down by 3%. One of the large retailers, Conn's (CONN), just filed under Chapter 11, and it plans to close all 533 stores. What did the Fed say? The bounce happened on the day when the Fed was supposed to signal the first interest cut in September. The Fed did not signal the cut in September, at least not in the post-meeting official statement. The policy guide statement did not change: The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent. The post-meeting press conference was more dovish, but the Fed Chair Powell has been dovish on all recent press-conferences, yet, the Federal Funds rate remains unchanged. In my opinion, the Fed is waiting for more evidence that the labor market is slowing, or more evidence of a recession, before cutting interest rates. At this point, the Fed sees the labor market weakness as normalization and not a sign of a recession. Implications The S&P 500 has staged a bounce into resistance, from the key near term support. Given the fundamentals, as discussed above, the bounce is technical in nature, and given that it's led by components already in the bear market, it feels like a bear market rally. With that said, the rally can continue based on sentiment, especially if the key resistance levels are broken. The retail investor is buying the dip. However, the fundamentals are deteriorating, both the economic fundamentals and the industry-specific Gen AI fundamentals. The prudent strategy for most investors is to reduce the exposure to the S&P 500.  Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315666673205312,"gmtCreate":1718098436021,"gmtModify":1718098438917,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315666673205312","repostId":"2442354767","repostType":2,"repost":{"id":"2442354767","kind":"highlight","pubTimestamp":1718096760,"share":"https://ttm.financial/m/news/2442354767?lang=&edition=fundamental","pubTime":"2024-06-11 17:06","market":"fut","language":"en","title":"Forget Nvidia: Billionaires Are Selling It and Buying This Top Artificial Intelligence (AI) Rival Hand Over Fist Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2442354767","media":"Motley Fool","summary":"More than a half-dozen prominent billionaire investors dumped shares of Nvidia during the March-ended quarter, with many of these top-tier asset managers choosing to buy shares of a key competitor.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Artificial intelligence (AI) is the hottest trend on Wall Street since the advent of the internet three decades ago.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Despite Nvidia's first-mover advantages in AI, eight billionaire money managers sent shares packing during the first quarter. </div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Meanwhile, a half-dozen of Wall Street's smartest and most-successful billionaire investors piled into one of Nvidia's core rivals. </div>\n</li>\n</ul><div><p>Over the last 30 years, Wall Street and investors have seen no shortage of next-big-thing investment trends come and go. But no promised high-growth trend has come anywhere close to matching what the advent of the internet did for corporate America -- that is, until now.</p><p>According to the analysts at PwC, artificial intelligence (AI) is forecast to add $15.7 trillion to the global economy by 2030 through a combination of consumption-side effects and production improvements.</p><p>AI involves the use of software and systems in place of humans. What makes AI such a groundbreaking technology is the ability for these systems to \"learn\" over time without human intervention. This should, in theory, make AI-driven software and systems more proficient at their tasks over time, as well as allow these systems to potentially learn new tasks.</p><p>At the forefront of the artificial intelligence revolution is none other than <strong>Nvidia</strong> <span>(NVDA<span> 0.75%</span>)</span>, whose stock has vaulted higher by more than $2.6 trillion in market value since the start of 2023.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F780059%2Fstock-trader-analyst-fund-manager-buy-sell-chart-decline-bear-market-smartphone-getty.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/780059/stock-trader-analyst-fund-manager-buy-sell-chart-decline-bear-market-smartphone-getty.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/780059/stock-trader-analyst-fund-manager-buy-sell-chart-decline-bear-market-smartphone-getty.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/780059/stock-trader-analyst-fund-manager-buy-sell-chart-decline-bear-market-smartphone-getty.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><p>While Nvidia has absolutely made some of Wall Street's brightest investors richer, not all billionaires are sold on the AI kingpin. Based on the latest round of Form 13F filings with the Securities and Exchange Commission -- a 13F gives investors an under-the-hood look at what top money managers bought and sold in the latest quarter -- billionaires were active sellers of Nvidia stock. But at the same time, they couldn't stop buying shares of one of its chief AI rivals.</p><div><div></div></div><h2>Eight billionaire money managers showed Nvidia to the door</h2><p>On paper, Nvidia can do no wrong. The company's graphics processing units (GPUs) account for around a 90% share of AI-GPUs currently deployed in the high-compute data centers that are overseeing generative AI solutions and training large language models (LLMs). Nvidia's chips are in such high demand that its recently unveiled Blackwell chip is believed, by some analysts, to be booked well into 2025.</p><p>Despite these first-mover advantages in the hottest trend since the internet became mainstream, eight billionaire money managers chose to send at least some of their Nvidia shares to the chopping block during the March-ended quarter, including (total shares sold in parenthesis):</p><ul><li>Philippe Laffont of Coatue Management (2,937,060 shares)</li><li>Ken Griffin of Citadel Advisors (2,462,716 shares)</li><li>Israel Englander of Millennium Management (720,004 shares)</li><li>Stanley Druckenmiller of Duquesne Family Office (441,551 shares)</li><li>David Siegel and John Overdeck of Two Sigma Investments (420,801 shares)</li><li>David Tepper of Appaloosa Management (348,000 shares)</li><li>Steven Cohen of Point72 Asset Management (304,505 shares)</li></ul><p>Technically, there were nine billionaire sellers, but I've omitted Jim Simons of Renaissance Technologies following his passing last month.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"0.90\" average_volume=\"479,350,095\" company_name=\"Nvidia\" current_price=\"121.78\" daily_high=\"195.93\" daily_low=\"117.00\" default_period=\"FiveYear\" dividend_yield=\"0.01%\" exchange=\"NASDAQ\" fifty_two_week_high=\"195.95\" fifty_two_week_low=\"39.23\" gross_margin=\"75.29\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$2,995B\" pe_ratio=\"71.24\" percent_change=\"0.75\" symbol=\"NVDA\" volume=\"511,731\"></app></div><p>One of the reasons eight of Wall Street's top asset managers chose to sell may be as simple as profit-taking. Shares of the company have gained more than 700% since the beginning of 2023, and we've never witnessed a megacap stock scale at the rate Nvidia has over the last year and change. Taking some profits off the table, especially during an election year, is never a bad idea.</p><div><div></div></div><p>But perhaps an even more-compelling reason billionaires headed for the exit is history. Although history rarely repeats to a \"t\" on Wall Street, it often rhymes.</p><p>For example, every next-big-innovation over the last three decades has navigated its way through an early innings bubble. This is to say that investors have consistently overestimated the rollout and adoption of new technology and innovations. Even though artificial intelligence is the buzz on Wall Street right now, there's a good likelihood that the technology will need time to mature. In short, an AI-bubble bursting event may await.</p><p>To add to the above, Nvidia's trailing-12-month price-to-sales ratio is nearly identical to then-market leaders <strong>Cisco Systems</strong> and <strong>Amazon</strong> prior to the dot-com bubble bursting.</p><p>The final piece of the puzzle that may have encouraged these eight billionaires to lighten their stakes in Nvidia is growing competition. While most investors are well aware of the external competitors that'll be bringing AI chips to market, they might have overlooked that Nvidia's four-largest customers, which account for approximately 40% of its net sales, are developing AI-GPUs of their own. This suggests we're likely witnessing a peak in orders and gross margin for this AI titan.</p><div><div></div></div><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F780059%2Fsemiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/780059/semiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/780059/semiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/780059/semiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>Billionaire investors are piling into a core AI rival of Nvidia</h2><p>But here's where things get interesting. While more than a half-dozen of the smartest and most-successful asset managers dumped shares of Nvidia, six billionaire investors (four of which sold shares of Nvidia) were piling into one of its top artificial intelligence rivals. I'm talking about legacy semiconductor giant <strong>Intel</strong> <span>(INTC<span> 0.55%</span>)</span>.</p><p>There's no beating around the bush that Intel has challenges it needs to work through. Weaker sales of personal computers (PCs) in the wake of the COVID-19 pandemic have hindered demand for the company's central processing units (CPUs). Intel is also contending with a resurgent <strong>Advanced Micro Devices</strong>, which has (pardon the too-perfect pun) been avidly chipping away at its CPU share in PCs and traditional data centers.</p><p>Yet in spite of these headwinds, we learned that a half-dozen billionaires bought Intel stock hand over fist during the first quarter, including (total shares purchased in parenthesis):</p><ul><li>Jeff Yass of Susquehanna International (4,836,516 shares)</li><li>Ken Griffin of Citadel Advisors (1,757,626 shares)</li><li>David Siegel and John Overdeck of Two Sigma Investments (1,345,269 shares)</li><li>Israel Englander of Millennium Management (413,507 shares)</li><li>Ray Dalio of Bridgewater Associates (411,473 shares)</li></ul><div><app :collapse_on_load=\"false\" :instrument_id=\"204036\" :show_benchmark_compare=\"false\" amount_change=\"0.17\" average_volume=\"49,322,174\" company_name=\"Intel\" current_price=\"30.91\" daily_high=\"30.95\" daily_low=\"30.29\" default_period=\"FiveYear\" dividend_yield=\"1.62%\" exchange=\"NASDAQ\" fifty_two_week_high=\"51.28\" fifty_two_week_low=\"29.73\" gross_margin=\"41.49\" logo=\"https://g.foolcdn.com/art/companylogos/mark/INTC.png\" market_cap=\"$132B\" pe_ratio=\"32.20\" percent_change=\"0.55\" symbol=\"INTC\" volume=\"12,877\"></app></div><p>The obvious reason billionaires are excited about Intel's future is because it has an opportunity to take advantage of exceptionally high demand for AI-GPUs. Recently, Intel unveiled its Gaudi 3 AI-accelerator chip, which will be a direct competitor to Nvidia's H100 GPU in data centers focused on training LLMs and running generative AI solutions. With AI-GPU demand swamping supply, Gaudi 3 should be gobbled up by businesses aiming to take advantage of the rise of AI. A general rollout of Gaudi 3 is expected during the third quarter.</p><div><div></div></div><p>Another catalyst that might be enticing billionaire money managers to take the proverbial plunge into Intel stock is the company's Foundry Services segment.</p><p>Right now, it's costing Intel an arm and a leg to build its chip fabrication segment from the ground up to mass production. But with two plants under construction in Ohio, and another slated to come online later this decade in Germany, a foundation has been laid for Intel to become the world's No. 2 foundry by the turn of the decade. In other words, earnings per share (EPS) has likely troughed and should meaningfully improve during the second-half of the decade.</p><p>Lastly, it's important to recognize that Intel's legacy CPU segments are still nothing short of cash cows. Even with modest market share losses in PCs and data centers to AMD, Intel's share is still dominant -- and that's unlikely to change anytime soon. The predictable operating cash flow provided by CPU sales in PCs, mobile, and traditional centers allow Intel to redirect cash to higher-growth initiatives, which include AI and its Foundry Services segment.</p><div></div></div></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>Forget Nvidia: Billionaires Are Selling It and Buying This Top Artificial Intelligence (AI) Rival Hand Over Fist Instead</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\">\nForget Nvidia: Billionaires Are Selling It and Buying This Top Artificial Intelligence (AI) Rival Hand Over Fist Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-11 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/06/11/forget-nvidia-billionaires-sell-buy-top-ai-rival/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) is the hottest trend on Wall Street since the advent of the internet three decades ago.\n\n\n\n\n\n\n\nDespite Nvidia's first-mover advantages in AI, eight billionaire money ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/11/forget-nvidia-billionaires-sell-buy-top-ai-rival/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F780059%2Fstock-trader-analyst-fund-manager-buy-sell-chart-decline-bear-market-smartphone-getty.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4512":"苹果概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4529":"IDC概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4528":"SaaS概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4023":"应用软件","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4554":"元宇宙及AR概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4515":"5G概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4567":"ESG概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","INTC":"英特尔","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4587":"ChatGPT概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4575":"芯片概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","AI":"C3.ai, Inc.","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4551":"寇图资本持仓","NVDA":"英伟达","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H"},"source_url":"https://www.fool.com/investing/2024/06/11/forget-nvidia-billionaires-sell-buy-top-ai-rival/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442354767","content_text":"Artificial intelligence (AI) is the hottest trend on Wall Street since the advent of the internet three decades ago.\n\n\n\n\n\n\n\nDespite Nvidia's first-mover advantages in AI, eight billionaire money managers sent shares packing during the first quarter. \n\n\n\n\n\n\n\nMeanwhile, a half-dozen of Wall Street's smartest and most-successful billionaire investors piled into one of Nvidia's core rivals. \n\nOver the last 30 years, Wall Street and investors have seen no shortage of next-big-thing investment trends come and go. But no promised high-growth trend has come anywhere close to matching what the advent of the internet did for corporate America -- that is, until now.According to the analysts at PwC, artificial intelligence (AI) is forecast to add $15.7 trillion to the global economy by 2030 through a combination of consumption-side effects and production improvements.AI involves the use of software and systems in place of humans. What makes AI such a groundbreaking technology is the ability for these systems to \"learn\" over time without human intervention. This should, in theory, make AI-driven software and systems more proficient at their tasks over time, as well as allow these systems to potentially learn new tasks.At the forefront of the artificial intelligence revolution is none other than Nvidia (NVDA 0.75%), whose stock has vaulted higher by more than $2.6 trillion in market value since the start of 2023.Image source: Getty Images.While Nvidia has absolutely made some of Wall Street's brightest investors richer, not all billionaires are sold on the AI kingpin. Based on the latest round of Form 13F filings with the Securities and Exchange Commission -- a 13F gives investors an under-the-hood look at what top money managers bought and sold in the latest quarter -- billionaires were active sellers of Nvidia stock. But at the same time, they couldn't stop buying shares of one of its chief AI rivals.Eight billionaire money managers showed Nvidia to the doorOn paper, Nvidia can do no wrong. The company's graphics processing units (GPUs) account for around a 90% share of AI-GPUs currently deployed in the high-compute data centers that are overseeing generative AI solutions and training large language models (LLMs). Nvidia's chips are in such high demand that its recently unveiled Blackwell chip is believed, by some analysts, to be booked well into 2025.Despite these first-mover advantages in the hottest trend since the internet became mainstream, eight billionaire money managers chose to send at least some of their Nvidia shares to the chopping block during the March-ended quarter, including (total shares sold in parenthesis):Philippe Laffont of Coatue Management (2,937,060 shares)Ken Griffin of Citadel Advisors (2,462,716 shares)Israel Englander of Millennium Management (720,004 shares)Stanley Druckenmiller of Duquesne Family Office (441,551 shares)David Siegel and John Overdeck of Two Sigma Investments (420,801 shares)David Tepper of Appaloosa Management (348,000 shares)Steven Cohen of Point72 Asset Management (304,505 shares)Technically, there were nine billionaire sellers, but I've omitted Jim Simons of Renaissance Technologies following his passing last month.One of the reasons eight of Wall Street's top asset managers chose to sell may be as simple as profit-taking. Shares of the company have gained more than 700% since the beginning of 2023, and we've never witnessed a megacap stock scale at the rate Nvidia has over the last year and change. Taking some profits off the table, especially during an election year, is never a bad idea.But perhaps an even more-compelling reason billionaires headed for the exit is history. Although history rarely repeats to a \"t\" on Wall Street, it often rhymes.For example, every next-big-innovation over the last three decades has navigated its way through an early innings bubble. This is to say that investors have consistently overestimated the rollout and adoption of new technology and innovations. Even though artificial intelligence is the buzz on Wall Street right now, there's a good likelihood that the technology will need time to mature. In short, an AI-bubble bursting event may await.To add to the above, Nvidia's trailing-12-month price-to-sales ratio is nearly identical to then-market leaders Cisco Systems and Amazon prior to the dot-com bubble bursting.The final piece of the puzzle that may have encouraged these eight billionaires to lighten their stakes in Nvidia is growing competition. While most investors are well aware of the external competitors that'll be bringing AI chips to market, they might have overlooked that Nvidia's four-largest customers, which account for approximately 40% of its net sales, are developing AI-GPUs of their own. This suggests we're likely witnessing a peak in orders and gross margin for this AI titan.Image source: Getty Images.Billionaire investors are piling into a core AI rival of NvidiaBut here's where things get interesting. While more than a half-dozen of the smartest and most-successful asset managers dumped shares of Nvidia, six billionaire investors (four of which sold shares of Nvidia) were piling into one of its top artificial intelligence rivals. I'm talking about legacy semiconductor giant Intel (INTC 0.55%).There's no beating around the bush that Intel has challenges it needs to work through. Weaker sales of personal computers (PCs) in the wake of the COVID-19 pandemic have hindered demand for the company's central processing units (CPUs). Intel is also contending with a resurgent Advanced Micro Devices, which has (pardon the too-perfect pun) been avidly chipping away at its CPU share in PCs and traditional data centers.Yet in spite of these headwinds, we learned that a half-dozen billionaires bought Intel stock hand over fist during the first quarter, including (total shares purchased in parenthesis):Jeff Yass of Susquehanna International (4,836,516 shares)Ken Griffin of Citadel Advisors (1,757,626 shares)David Siegel and John Overdeck of Two Sigma Investments (1,345,269 shares)Israel Englander of Millennium Management (413,507 shares)Ray Dalio of Bridgewater Associates (411,473 shares)The obvious reason billionaires are excited about Intel's future is because it has an opportunity to take advantage of exceptionally high demand for AI-GPUs. Recently, Intel unveiled its Gaudi 3 AI-accelerator chip, which will be a direct competitor to Nvidia's H100 GPU in data centers focused on training LLMs and running generative AI solutions. With AI-GPU demand swamping supply, Gaudi 3 should be gobbled up by businesses aiming to take advantage of the rise of AI. A general rollout of Gaudi 3 is expected during the third quarter.Another catalyst that might be enticing billionaire money managers to take the proverbial plunge into Intel stock is the company's Foundry Services segment.Right now, it's costing Intel an arm and a leg to build its chip fabrication segment from the ground up to mass production. But with two plants under construction in Ohio, and another slated to come online later this decade in Germany, a foundation has been laid for Intel to become the world's No. 2 foundry by the turn of the decade. In other words, earnings per share (EPS) has likely troughed and should meaningfully improve during the second-half of the decade.Lastly, it's important to recognize that Intel's legacy CPU segments are still nothing short of cash cows. Even with modest market share losses in PCs and data centers to AMD, Intel's share is still dominant -- and that's unlikely to change anytime soon. The predictable operating cash flow provided by CPU sales in PCs, mobile, and traditional centers allow Intel to redirect cash to higher-growth initiatives, which include AI and its Foundry Services segment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309280973353008,"gmtCreate":1716535763000,"gmtModify":1716535766872,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Nice only it had a magic to dominate&nbsp;","listText":"Nice only it had a magic to dominate&nbsp;","text":"Nice only it had a magic to dominate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309280973353008","repostId":"2437320316","repostType":2,"repost":{"id":"2437320316","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1716530531,"share":"https://ttm.financial/m/news/2437320316?lang=&edition=fundamental","pubTime":"2024-05-24 14:02","market":"sg","language":"en","title":"AMD Is a Distant No. 2 to Nvidia. Its Stock Could Be a Winner Anyway","url":"https://stock-news.laohu8.com/highlight/detail?id=2437320316","media":"Dow Jones","summary":"Advanced Micro Devices has always been a bridesmaid, never a bride. That's not a problem for the stock, even as it trails market leader Nvidia in artificial intelligence.AMD stock, up more than 500% over the past five years, has dropped some 20% since peaking on March 7. What began as a simple decline as the market pulled back following a hot start to 2024 morphed into something more worrisome as quarterly earnings beat by just a penny and guidance was left unchanged. AMD didn't seem to be making enough progress in AI against Nvidia to make up for weakness in other areas, like videogaming and auto chips.The upshot: AMD stock could remain on its long-term trajectory -- it has climbed more than 1,000% in 20 years. That's not Nvidia's 53,000% gain, but it's hardly shabby.Certainly, Analog Devices' results this past week bode well for the industrial segment. For its fiscal second quarter, Analog Devices reported industrial sales of more than $1 billion, versus estimates of $953. The beat h","content":"<p>Advanced Micro Devices has always been a bridesmaid, never a bride. That's not a problem for the stock, even as it trails market leader Nvidia in artificial intelligence.</p><p>AMD stock, up more than 500% over the past five years, has dropped some 20% since peaking on March 7. What began as a simple decline as the market pulled back following a hot start to 2024 morphed into something more worrisome as quarterly earnings beat by just a penny and guidance was left unchanged. AMD didn't seem to be making enough progress in AI against Nvidia to make up for weakness in other areas, like videogaming and auto chips.</p><p>Investors needn't worry. AMD's gaming and industrial businesses should stabilize, and demand for chips in data centers should grow as companies diversify from Nvidia, even if only a little. In effect, AMD remains in the same position it was when Intel dominated chip sales.</p><p>\"This is the Pepsi and Coke of the semiconductor industry,\" says Rhys Williams, chief investment officer at Wayve Capital Management, which owns AMD. Tech, he adds, needs a second source to Nvidia to ensure chips are always available at good prices.</p><p>The upshot: AMD stock could remain on its long-term trajectory -- it has climbed more than 1,000% in 20 years. That's not Nvidia's 53,000% gain, but it's hardly shabby.</p><p>The case for the stock starts with stabilization of its industrial and gaming businesses. Though less glitzy than AI, the segments represented half of AMD's business in 2023.</p><p>AMD's industrial revenue, which includes sales to auto makers, other manufacturers, and communications companies, looks close to bottoming. It was $846 million in the first quarter, but analysts expect it to move higher this year to some $1.1 billion in the fourth quarter, representing a modest year-over-year gain. The field has been plagued by oversupply for the past few years, which AMD and its rivals are now working off.</p><p>Certainly, Analog Devices' results this past week bode well for the industrial segment. For its fiscal second quarter, Analog Devices reported industrial sales of more than $1 billion, versus estimates of $953. The beat helped lift the stock more than 10% on Wednesday.</p><p>A rebound in gaming sales may be more gradual. Analysts see gaming revenue down this year, but up a few hundred million dollars next year to $3.37 billion. The keys are the health of consumers and new games like <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a>'s Grand Theft Auto VI, expected next year, firing up consumers to buy consoles.</p><p>These rebounds would put the focus on AMD's data-center business, which includes the new AI chip, MI300. Sales of MI300 haven't ramped as quickly as expected, but it's starting to get up to speed. Management projected 2024 sales of $3.5 billion on its January earnings call, then raised that to $4 billion in late April, citing strengthening demand.</p><p>In fact, the MI300 has become AMD's fastest chip launch ever. In April, CEO Lisa Su said MI300 surpassed $1 billion in sales in less than two quarters after launching in December. Su and other AMD executives weren't available for comment for this article</p><p>The demand is coming from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Microsoft, Alphabet, and other chip customers as they build out data-center capacity to support AI. They need chips immediately, and they want to limit costs, which means buying from multiple vendors, playing into AMDs hands.</p><p>AMD's sales to data centers should hit $12.2 billion in 2024, nearly double last year, according to FactSet's analyst estimates. That looks doable, given it isn't even 15% of Nvidia's expected $94 billion in data-center sales. As AMD improves production and effectiveness of MI300, a common process for the early stages of new chips, its price should close the gap with Nvidia.</p><p>Analysts expect AMD to notch 35% data-center revenue growth annually, reaching more than $30 billion by 2027. That's faster than projections for total AI spending -- Gartner sees 20% annual increases over roughly the same span -- and Nvidia's expected data-center growth. But such speed isn't surprising -- AMD is playing catch-up.</p><p>AMD's total revenue is on track to hit $47 billion, with operating margins expanding by more than 10 percentage points, according to FactSet. Not only do data-center chips have higher margins -- and are faster growing -- but total chip volume sold is expected to increase faster than costs such as salaries and research and development.</p><p>As a result, earnings per share can increase almost 40% annually, from $2.65 last year to $10 in 2027. The shares aren't cheap: They change hands at 38 times expected earnings for the next 12 months, a few points higher than Nvidia's multiple. But by another measure, the multiple is reasonable: It's less than one times expected earnings growth, while the S&amp;P 500's price/earnings ratio is twice expected earnings growth.</p><p>The point is that AMD can play second fiddle to Nvidia and still be a great deal for investors, just as it was when it was chasing Intel. Being No. 2 can have its rewards.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Is a Distant No. 2 to Nvidia. Its Stock Could Be a Winner Anyway</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Is a Distant No. 2 to Nvidia. Its Stock Could Be a Winner Anyway\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-24 14:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Advanced Micro Devices has always been a bridesmaid, never a bride. That's not a problem for the stock, even as it trails market leader Nvidia in artificial intelligence.</p><p>AMD stock, up more than 500% over the past five years, has dropped some 20% since peaking on March 7. What began as a simple decline as the market pulled back following a hot start to 2024 morphed into something more worrisome as quarterly earnings beat by just a penny and guidance was left unchanged. AMD didn't seem to be making enough progress in AI against Nvidia to make up for weakness in other areas, like videogaming and auto chips.</p><p>Investors needn't worry. AMD's gaming and industrial businesses should stabilize, and demand for chips in data centers should grow as companies diversify from Nvidia, even if only a little. In effect, AMD remains in the same position it was when Intel dominated chip sales.</p><p>\"This is the Pepsi and Coke of the semiconductor industry,\" says Rhys Williams, chief investment officer at Wayve Capital Management, which owns AMD. Tech, he adds, needs a second source to Nvidia to ensure chips are always available at good prices.</p><p>The upshot: AMD stock could remain on its long-term trajectory -- it has climbed more than 1,000% in 20 years. That's not Nvidia's 53,000% gain, but it's hardly shabby.</p><p>The case for the stock starts with stabilization of its industrial and gaming businesses. Though less glitzy than AI, the segments represented half of AMD's business in 2023.</p><p>AMD's industrial revenue, which includes sales to auto makers, other manufacturers, and communications companies, looks close to bottoming. It was $846 million in the first quarter, but analysts expect it to move higher this year to some $1.1 billion in the fourth quarter, representing a modest year-over-year gain. The field has been plagued by oversupply for the past few years, which AMD and its rivals are now working off.</p><p>Certainly, Analog Devices' results this past week bode well for the industrial segment. For its fiscal second quarter, Analog Devices reported industrial sales of more than $1 billion, versus estimates of $953. The beat helped lift the stock more than 10% on Wednesday.</p><p>A rebound in gaming sales may be more gradual. Analysts see gaming revenue down this year, but up a few hundred million dollars next year to $3.37 billion. The keys are the health of consumers and new games like <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a>'s Grand Theft Auto VI, expected next year, firing up consumers to buy consoles.</p><p>These rebounds would put the focus on AMD's data-center business, which includes the new AI chip, MI300. Sales of MI300 haven't ramped as quickly as expected, but it's starting to get up to speed. Management projected 2024 sales of $3.5 billion on its January earnings call, then raised that to $4 billion in late April, citing strengthening demand.</p><p>In fact, the MI300 has become AMD's fastest chip launch ever. In April, CEO Lisa Su said MI300 surpassed $1 billion in sales in less than two quarters after launching in December. Su and other AMD executives weren't available for comment for this article</p><p>The demand is coming from <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Microsoft, Alphabet, and other chip customers as they build out data-center capacity to support AI. They need chips immediately, and they want to limit costs, which means buying from multiple vendors, playing into AMDs hands.</p><p>AMD's sales to data centers should hit $12.2 billion in 2024, nearly double last year, according to FactSet's analyst estimates. That looks doable, given it isn't even 15% of Nvidia's expected $94 billion in data-center sales. As AMD improves production and effectiveness of MI300, a common process for the early stages of new chips, its price should close the gap with Nvidia.</p><p>Analysts expect AMD to notch 35% data-center revenue growth annually, reaching more than $30 billion by 2027. That's faster than projections for total AI spending -- Gartner sees 20% annual increases over roughly the same span -- and Nvidia's expected data-center growth. But such speed isn't surprising -- AMD is playing catch-up.</p><p>AMD's total revenue is on track to hit $47 billion, with operating margins expanding by more than 10 percentage points, according to FactSet. Not only do data-center chips have higher margins -- and are faster growing -- but total chip volume sold is expected to increase faster than costs such as salaries and research and development.</p><p>As a result, earnings per share can increase almost 40% annually, from $2.65 last year to $10 in 2027. The shares aren't cheap: They change hands at 38 times expected earnings for the next 12 months, a few points higher than Nvidia's multiple. But by another measure, the multiple is reasonable: It's less than one times expected earnings growth, while the S&amp;P 500's price/earnings ratio is twice expected earnings growth.</p><p>The point is that AMD can play second fiddle to Nvidia and still be a great deal for investors, just as it was when it was chasing Intel. Being No. 2 can have its rewards.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","NVDA":"英伟达","BK4554":"元宇宙及AR概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4592":"伊斯兰概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4567":"ESG概念","GOOG":"谷歌","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","GOOGL":"谷歌A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","BK4566":"资本集团","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","INTC":"英特尔","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","AMD":"美国超微公司","BK4550":"红杉资本持仓","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4512":"苹果概念","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","GFS":"GLOBALFOUNDRIES Inc.","ADI":"亚德诺","META":"Meta Platforms, Inc.","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437320316","content_text":"Advanced Micro Devices has always been a bridesmaid, never a bride. That's not a problem for the stock, even as it trails market leader Nvidia in artificial intelligence.AMD stock, up more than 500% over the past five years, has dropped some 20% since peaking on March 7. What began as a simple decline as the market pulled back following a hot start to 2024 morphed into something more worrisome as quarterly earnings beat by just a penny and guidance was left unchanged. AMD didn't seem to be making enough progress in AI against Nvidia to make up for weakness in other areas, like videogaming and auto chips.Investors needn't worry. AMD's gaming and industrial businesses should stabilize, and demand for chips in data centers should grow as companies diversify from Nvidia, even if only a little. In effect, AMD remains in the same position it was when Intel dominated chip sales.\"This is the Pepsi and Coke of the semiconductor industry,\" says Rhys Williams, chief investment officer at Wayve Capital Management, which owns AMD. Tech, he adds, needs a second source to Nvidia to ensure chips are always available at good prices.The upshot: AMD stock could remain on its long-term trajectory -- it has climbed more than 1,000% in 20 years. That's not Nvidia's 53,000% gain, but it's hardly shabby.The case for the stock starts with stabilization of its industrial and gaming businesses. Though less glitzy than AI, the segments represented half of AMD's business in 2023.AMD's industrial revenue, which includes sales to auto makers, other manufacturers, and communications companies, looks close to bottoming. It was $846 million in the first quarter, but analysts expect it to move higher this year to some $1.1 billion in the fourth quarter, representing a modest year-over-year gain. The field has been plagued by oversupply for the past few years, which AMD and its rivals are now working off.Certainly, Analog Devices' results this past week bode well for the industrial segment. For its fiscal second quarter, Analog Devices reported industrial sales of more than $1 billion, versus estimates of $953. The beat helped lift the stock more than 10% on Wednesday.A rebound in gaming sales may be more gradual. Analysts see gaming revenue down this year, but up a few hundred million dollars next year to $3.37 billion. The keys are the health of consumers and new games like Take-Two Interactive Software's Grand Theft Auto VI, expected next year, firing up consumers to buy consoles.These rebounds would put the focus on AMD's data-center business, which includes the new AI chip, MI300. Sales of MI300 haven't ramped as quickly as expected, but it's starting to get up to speed. Management projected 2024 sales of $3.5 billion on its January earnings call, then raised that to $4 billion in late April, citing strengthening demand.In fact, the MI300 has become AMD's fastest chip launch ever. In April, CEO Lisa Su said MI300 surpassed $1 billion in sales in less than two quarters after launching in December. Su and other AMD executives weren't available for comment for this articleThe demand is coming from Meta Platforms, Microsoft, Alphabet, and other chip customers as they build out data-center capacity to support AI. They need chips immediately, and they want to limit costs, which means buying from multiple vendors, playing into AMDs hands.AMD's sales to data centers should hit $12.2 billion in 2024, nearly double last year, according to FactSet's analyst estimates. That looks doable, given it isn't even 15% of Nvidia's expected $94 billion in data-center sales. As AMD improves production and effectiveness of MI300, a common process for the early stages of new chips, its price should close the gap with Nvidia.Analysts expect AMD to notch 35% data-center revenue growth annually, reaching more than $30 billion by 2027. That's faster than projections for total AI spending -- Gartner sees 20% annual increases over roughly the same span -- and Nvidia's expected data-center growth. But such speed isn't surprising -- AMD is playing catch-up.AMD's total revenue is on track to hit $47 billion, with operating margins expanding by more than 10 percentage points, according to FactSet. Not only do data-center chips have higher margins -- and are faster growing -- but total chip volume sold is expected to increase faster than costs such as salaries and research and development.As a result, earnings per share can increase almost 40% annually, from $2.65 last year to $10 in 2027. The shares aren't cheap: They change hands at 38 times expected earnings for the next 12 months, a few points higher than Nvidia's multiple. But by another measure, the multiple is reasonable: It's less than one times expected earnings growth, while the S&P 500's price/earnings ratio is twice expected earnings growth.The point is that AMD can play second fiddle to Nvidia and still be a great deal for investors, just as it was when it was chasing Intel. Being No. 2 can have its rewards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305818357166096,"gmtCreate":1715697845723,"gmtModify":1715697849096,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"[Happy]&nbsp;&nbsp;","listText":"[Happy]&nbsp;&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305818357166096","repostId":"2435111595","repostType":2,"repost":{"id":"2435111595","kind":"highlight","pubTimestamp":1715694880,"share":"https://ttm.financial/m/news/2435111595?lang=&edition=fundamental","pubTime":"2024-05-14 21:54","market":"us","language":"en","title":"Sell Alert: Don’t Believe the Hype. Dump Palantir Stock Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=2435111595","media":"InvestorPlace","summary":"Despite what you may read elsewhere, sell Palantir Technologies stock now to lock in profits before its valuation lowers.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><b>Palantir Technologies</b> (<strong><u>PLTR</u></strong>): has remained flat since an unimpressive earnings report<span>.</span></li>\n<li><span>While earnings numbers were OK, the company didn’t meet investors’ high expectations.</span></li>\n<li><span>The AIP product does not provide a competitive advantage for Palantir.</span></li>\n</ul> </div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/05/pltr1600-5.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source:  rafapress / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>Despite the robust Q1 2024 financial reports <strong>Palantir Technologies</strong> (NYSE:<span><strong><u>PLTR</u></strong></span>) stock took a hit following its earnings report earlier this month. Overall, I believe the expectation for Palantir Technologies stock is very high, which could explain why the stock reacted the way it did. </p>\n<p>Investors may fear the company’s inability to meet expectations. The company faces risks like market competition and geopolitical tension. AIP is remarkable for Palantir Technologies stock but not enough for the company to maintains a competitive edge.</p>\n<h2><strong>Catalyst</strong>s for Palantir Technologies Stock</h2>\n<p>One catalyst for Palantir is the expansion into the artificial technology industry by introducing the artificial intelligence platform into its product portfolio. AIP analyzes data from various sources, including streaming and structured data, by extracting and modifying it into a centralized format. </p>\n<p>Companies can then use AIP to gain insights, collaborate on group projects, and support the decision-making process. Therefore, many investors have high expectations that AIP can be a remarkable product that helps Palantir significantly increase its sales and revenue in the commercial customer segment. </p>\n<p>Since the launch of AIP, the company conducted over 915 boot camps in the U.S. and internationally. These bootcamps showcase AIP’s capabilities and its quick solutions compared to competitors. </p>\n<p>These bootcamps have converted into many deals for the company. Palantir has a solid increase of 40% QoQ in the U.S. commercial revenue and 12% QoQ in the U.S. government revenue, indicating the company’s ability to generate consistent growth. </p>\n<p>However, those growth rates probably failed to meet the investor’s expectations, which suggests the downward trajectory of Palantir Technologies stock. </p>\n<p>Yet, AIP still has much to offer in the AI competition and could speed up Palantir’s revenue stream for FY2024. The company’s advancement in AI technology remains a solid foundation for Palantir’s products, not only AIP. </p>\n<p>For example, Foundry platforms, which can handle massive data sets, could offer a competitive edge in the booming AI market. Palantir needs to work harder to sustain growth and prove its competitive advantage. Depending on the current product is not enough for Palantir. </p>\n<p>Another catalyst for Palantir is a solid and strategic partnership with other big corporations, including <strong>Oracle</strong>, Veterans Affairs, and many government agencies. This partnership indicates Palantir’s credibility and enhances its long-term growth. </p>\n<h2>Palantir Technologies Stock <strong>Valuation </strong></h2>\n<p>Palantir’s financials are doing very well. In its recent financial reports, the company presents a steady increase of 21% in its revenue QoQ. It is also the company’s sixth consecutive quarter of GAAP profitability. </p>\n<p>The income in the U.S. commercial and government segment increased YoY by 40% and 12%, respectively. However, there is a slight decrease in the international government segment’s revenue by 9%. </p>\n<p>Moreover, Palantir demonstrates a strong cash flow and acceleration of operating income. Overall, I believe that Palantir’s financial health is very favorable. </p>\n<p>The cost of equity is 12.59%, the after-tax cost of debt is 0.86%, and the beta is 2.3. This high beta means that Palantir Technologies stock is highly volatile. This is mainly due to the dynamic position of Palantir within the technology and AI sector, indicating the stock has excellent risks but also potentially higher returns. </p>\n<p>The calculated WACC is 17.3%. The terminal growth rate is 3%. Based on the model, the stock’s fair value appears to be $17.19, a 20.4% downside from its current price of $21.59. </p>\n<h2><strong>Risk </strong></h2>\n<p>Palantir has several risks to its business. One risk Palantir needs to manage is fierce competition in the AI industry, as many big technology companies compete for positions in this segment. </p>\n<p>Palantir must advance and innovate to adapt to the market and justify high expectations from investors. If Palantir cannot do it, it could negatively affect the stock price and financial stability and make it hard to attract future investors. </p>\n<p>Another risk for Palantir is geopolitical tension, which indicates a 9% revenue decline in an international government segment. As it partners with many government agencies, Palantir must ensure its data security to maintain trust and confidentiality.</p>\n<p> The company mentioned that geopolitical tension led to some internal disagreement, which could impact the company’s operation and decisions in the market. </p>\n<h2><strong>Conclusion </strong></h2>\n<p>In conclusion, Palantir demonstrates a solid and steady increase in its operation. </p>\n<p>I believe the company will have to try harder to prove and maintain its position in the current market. For now, the stock should be a sell, which could be downgraded by 20.4% to $17.19 from its current price of $21.59</p>\n<p><em>On the date of publication, Michael Que did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com </em><em>Publishing Guidelines</em><em>.</em></p>\n<p><em>The researchers contributing to this article did not hold (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>\n<div><p>Michael Que is a financial writer with extensive experience in the technology industry, with his work featured on Seeking Alpha, Benzinga and MSN Money. He is the owner of Que Capital, a research firm that combines fundamental analysis with ESG factors to pick the best sustainable long-term investments.</p></div> </div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 14.0009 110.188 14.2491C110.674 14.4974 111.403 14.7456 112.196 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LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sell Alert: Don’t Believe the Hype. Dump Palantir Stock 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\">\nSell Alert: Don’t Believe the Hype. Dump Palantir Stock Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-14 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/sell-alert-dont-believe-the-hype-dump-palantir-stock-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR): has remained flat since an unimpressive earnings report.\nWhile earnings numbers were OK, the company didn’t meet investors’ high expectations.\nThe AIP product does not ...</p>\n\n<a href=\"https://investorplace.com/2024/05/sell-alert-dont-believe-the-hype-dump-palantir-stock-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4585":"ETF&股票定投概念","BK4543":"AI","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","AIP":"Arteris, Inc.","BK4547":"WSB热门概念","BK4588":"碎股","BK4097":"系统软件","PLTR":"Palantir Technologies Inc.","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://investorplace.com/2024/05/sell-alert-dont-believe-the-hype-dump-palantir-stock-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435111595","content_text":"Palantir Technologies (PLTR): has remained flat since an unimpressive earnings report.\nWhile earnings numbers were OK, the company didn’t meet investors’ high expectations.\nThe AIP product does not provide a competitive advantage for Palantir.\n \n\n\n\n \n\nSource:  rafapress / Shutterstock.com\n\n\n\nDespite the robust Q1 2024 financial reports Palantir Technologies (NYSE:PLTR) stock took a hit following its earnings report earlier this month. Overall, I believe the expectation for Palantir Technologies stock is very high, which could explain why the stock reacted the way it did. \nInvestors may fear the company’s inability to meet expectations. The company faces risks like market competition and geopolitical tension. AIP is remarkable for Palantir Technologies stock but not enough for the company to maintains a competitive edge.\nCatalysts for Palantir Technologies Stock\nOne catalyst for Palantir is the expansion into the artificial technology industry by introducing the artificial intelligence platform into its product portfolio. AIP analyzes data from various sources, including streaming and structured data, by extracting and modifying it into a centralized format. \nCompanies can then use AIP to gain insights, collaborate on group projects, and support the decision-making process. Therefore, many investors have high expectations that AIP can be a remarkable product that helps Palantir significantly increase its sales and revenue in the commercial customer segment. \nSince the launch of AIP, the company conducted over 915 boot camps in the U.S. and internationally. These bootcamps showcase AIP’s capabilities and its quick solutions compared to competitors. \nThese bootcamps have converted into many deals for the company. Palantir has a solid increase of 40% QoQ in the U.S. commercial revenue and 12% QoQ in the U.S. government revenue, indicating the company’s ability to generate consistent growth. \nHowever, those growth rates probably failed to meet the investor’s expectations, which suggests the downward trajectory of Palantir Technologies stock. \nYet, AIP still has much to offer in the AI competition and could speed up Palantir’s revenue stream for FY2024. The company’s advancement in AI technology remains a solid foundation for Palantir’s products, not only AIP. \nFor example, Foundry platforms, which can handle massive data sets, could offer a competitive edge in the booming AI market. Palantir needs to work harder to sustain growth and prove its competitive advantage. Depending on the current product is not enough for Palantir. \nAnother catalyst for Palantir is a solid and strategic partnership with other big corporations, including Oracle, Veterans Affairs, and many government agencies. This partnership indicates Palantir’s credibility and enhances its long-term growth. \nPalantir Technologies Stock Valuation \nPalantir’s financials are doing very well. In its recent financial reports, the company presents a steady increase of 21% in its revenue QoQ. It is also the company’s sixth consecutive quarter of GAAP profitability. \nThe income in the U.S. commercial and government segment increased YoY by 40% and 12%, respectively. However, there is a slight decrease in the international government segment’s revenue by 9%. \nMoreover, Palantir demonstrates a strong cash flow and acceleration of operating income. Overall, I believe that Palantir’s financial health is very favorable. \nThe cost of equity is 12.59%, the after-tax cost of debt is 0.86%, and the beta is 2.3. This high beta means that Palantir Technologies stock is highly volatile. This is mainly due to the dynamic position of Palantir within the technology and AI sector, indicating the stock has excellent risks but also potentially higher returns. \nThe calculated WACC is 17.3%. The terminal growth rate is 3%. Based on the model, the stock’s fair value appears to be $17.19, a 20.4% downside from its current price of $21.59. \nRisk \nPalantir has several risks to its business. One risk Palantir needs to manage is fierce competition in the AI industry, as many big technology companies compete for positions in this segment. \nPalantir must advance and innovate to adapt to the market and justify high expectations from investors. If Palantir cannot do it, it could negatively affect the stock price and financial stability and make it hard to attract future investors. \nAnother risk for Palantir is geopolitical tension, which indicates a 9% revenue decline in an international government segment. As it partners with many government agencies, Palantir must ensure its data security to maintain trust and confidentiality.\n The company mentioned that geopolitical tension led to some internal disagreement, which could impact the company’s operation and decisions in the market. \nConclusion \nIn conclusion, Palantir demonstrates a solid and steady increase in its operation. \nI believe the company will have to try harder to prove and maintain its position in the current market. For now, the stock should be a sell, which could be downgraded by 20.4% to $17.19 from its current price of $21.59\nOn the date of publication, Michael Que did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nThe researchers contributing to this article did not hold (either directly or indirectly) any positions in the securities mentioned in this article.\nMichael Que is a financial writer with extensive experience in the technology industry, with his work featured on Seeking Alpha, Benzinga and MSN Money. He is the owner of Que Capital, a research firm that combines fundamental analysis with ESG factors to pick the best sustainable long-term investments. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/05/sell-alert-dont-believe-the-hype-dump-palantir-stock-now/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288881577889888,"gmtCreate":1711552185905,"gmtModify":1711555178336,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Comments without resources is pure garbage speech","listText":"Comments without resources is pure garbage speech","text":"Comments without resources is pure garbage speech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288881577889888","repostId":"1173582026","repostType":2,"repost":{"id":"1173582026","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1711548300,"share":"https://ttm.financial/m/news/1173582026?lang=&edition=fundamental","pubTime":"2024-03-27 22:05","market":"us","language":"en","title":"Nvidia Stock Drops Over 3% As Rivals Target Its Special Sauce","url":"https://stock-news.laohu8.com/highlight/detail?id=1173582026","media":"Tiger Newspress","summary":"Nvidia earned its $2.2 trillion market cap by producing artificial-intelligence chips that have become the lifeblood powering the new era of generative AI developers from startups to Microsoft, OpenAI","content":"<html><head></head><body><p>Nvidia earned its $2.2 trillion market cap by producing artificial-intelligence chips that have become the lifeblood powering the new era of generative AI developers from startups to Microsoft, OpenAI and Google parent Alphabet.</p><p>Almost as important to its hardware is the company&#39;s nearly 20 years&#39; worth of computer code, which helps make competition with the company nearly impossible. More than 4 million global developers rely on Nvidia&#39;s CUDA software platform to build AI and other apps.</p><p>Now a coalition of tech companies that includes Qualcomm, Google and Intel plans to loosen Nvidia’s chokehold by going after the chip giant’s secret weapon: the software that keeps developers tied to Nvidia chips. They are part of an expanding group of financiers and companies hacking away at Nvidia&#39;s dominance in AI.</p><p>Nvidia shares dropped 3.1% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fab4be7d96b2111c3ffe00fa2c12814b\" tg-width=\"844\" tg-height=\"624\"/></p><p>&#34;We&#39;re actually showing developers how you migrate out from an Nvidia platform,&#34; Vinesh Sukumar, Qualcomm&#39;s head of AI and machine learning, said in an interview with Reuters.</p><p>Starting with a piece of technology developed by Intel called OneAPI, the UXL Foundation, a consortium of tech companies, plans to build a suite of software and tools that will be able to power multiple types of AI accelerator chips, executives involved with the group told Reuters. The open-source project aims to make computer code run on any machine, regardless of what chip and hardware powers it.</p><p>&#34;It&#39;s about specifically - in the context of machine learning frameworks - how do we create an open ecosystem, and promote productivity and choice in hardware,&#34; Google&#39;s director and chief technologist of high-performance computing, Bill Magro, told Reuters in an interview. Google is one of the founding members of UXL and helps determine the technical direction of the project, Magro said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops Over 3% As Rivals Target Its Special Sauce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops Over 3% As Rivals Target Its Special Sauce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-27 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia earned its $2.2 trillion market cap by producing artificial-intelligence chips that have become the lifeblood powering the new era of generative AI developers from startups to Microsoft, OpenAI and Google parent Alphabet.</p><p>Almost as important to its hardware is the company&#39;s nearly 20 years&#39; worth of computer code, which helps make competition with the company nearly impossible. More than 4 million global developers rely on Nvidia&#39;s CUDA software platform to build AI and other apps.</p><p>Now a coalition of tech companies that includes Qualcomm, Google and Intel plans to loosen Nvidia’s chokehold by going after the chip giant’s secret weapon: the software that keeps developers tied to Nvidia chips. They are part of an expanding group of financiers and companies hacking away at Nvidia&#39;s dominance in AI.</p><p>Nvidia shares dropped 3.1% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fab4be7d96b2111c3ffe00fa2c12814b\" tg-width=\"844\" tg-height=\"624\"/></p><p>&#34;We&#39;re actually showing developers how you migrate out from an Nvidia platform,&#34; Vinesh Sukumar, Qualcomm&#39;s head of AI and machine learning, said in an interview with Reuters.</p><p>Starting with a piece of technology developed by Intel called OneAPI, the UXL Foundation, a consortium of tech companies, plans to build a suite of software and tools that will be able to power multiple types of AI accelerator chips, executives involved with the group told Reuters. The open-source project aims to make computer code run on any machine, regardless of what chip and hardware powers it.</p><p>&#34;It&#39;s about specifically - in the context of machine learning frameworks - how do we create an open ecosystem, and promote productivity and choice in hardware,&#34; Google&#39;s director and chief technologist of high-performance computing, Bill Magro, told Reuters in an interview. Google is one of the founding members of UXL and helps determine the technical direction of the project, Magro said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173582026","content_text":"Nvidia earned its $2.2 trillion market cap by producing artificial-intelligence chips that have become the lifeblood powering the new era of generative AI developers from startups to Microsoft, OpenAI and Google parent Alphabet.Almost as important to its hardware is the company's nearly 20 years' worth of computer code, which helps make competition with the company nearly impossible. More than 4 million global developers rely on Nvidia's CUDA software platform to build AI and other apps.Now a coalition of tech companies that includes Qualcomm, Google and Intel plans to loosen Nvidia’s chokehold by going after the chip giant’s secret weapon: the software that keeps developers tied to Nvidia chips. They are part of an expanding group of financiers and companies hacking away at Nvidia's dominance in AI.Nvidia shares dropped 3.1% in morning trading.\"We're actually showing developers how you migrate out from an Nvidia platform,\" Vinesh Sukumar, Qualcomm's head of AI and machine learning, said in an interview with Reuters.Starting with a piece of technology developed by Intel called OneAPI, the UXL Foundation, a consortium of tech companies, plans to build a suite of software and tools that will be able to power multiple types of AI accelerator chips, executives involved with the group told Reuters. The open-source project aims to make computer code run on any machine, regardless of what chip and hardware powers it.\"It's about specifically - in the context of machine learning frameworks - how do we create an open ecosystem, and promote productivity and choice in hardware,\" Google's director and chief technologist of high-performance computing, Bill Magro, told Reuters in an interview. Google is one of the founding members of UXL and helps determine the technical direction of the project, Magro said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280996516614392,"gmtCreate":1709627310327,"gmtModify":1709627314372,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"apple growing down its drain","listText":"apple growing down its drain","text":"apple growing down its drain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280996516614392","repostId":"280954748141584","repostType":1,"repost":{"id":280954748141584,"gmtCreate":1709624282979,"gmtModify":1709624288413,"author":{"id":"3479274799087381","authorId":"3479274799087381","name":"sunshineboy","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274799087381","authorIdStr":"3479274799087381"},"themes":[],"htmlText":"I sold all of my positions on <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"0\"></v-v>, expecting a healthy drop.[LOL]Even though Nvda is close to <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> on market value, the oversold situation is better than the overbought. Apple’s $2.703 trillion is safer than Nvda![Smart]Although I'm bullish on Nvidia's development, Nvidia might not surpass Apple's market cap this year.&nbsp;Sorry, the Nvda Fans. Haha![Shy]","listText":"I sold all of my positions on <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <v-v data-views=\"0\"></v-v>, expecting a healthy drop.[LOL]Even though Nvda is close to <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> on market value, the oversold situation is better than the overbought. Apple’s $2.703 trillion is safer than Nvda![Smart]Although I'm bullish on Nvidia's development, Nvidia might not surpass Apple's market cap this year.&nbsp;Sorry, the Nvda Fans. Haha![Shy]","text":"I sold all of my positions on $NVIDIA Corp(NVDA)$ , expecting a healthy drop.[LOL]Even though Nvda is close to $Apple(AAPL)$ on market value, the oversold situation is better than the overbought. Apple’s $2.703 trillion is safer than Nvda![Smart]Although I'm bullish on Nvidia's development, Nvidia might not surpass Apple's market cap this year. Sorry, the Nvda Fans. Haha![Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280954748141584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276771736932472,"gmtCreate":1708597411685,"gmtModify":1708597415682,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Not going your way as usual.&nbsp;","listText":"Not going your way as usual.&nbsp;","text":"Not going your way as usual.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276771736932472","repostId":"2413420460","repostType":2,"repost":{"id":"2413420460","kind":"highlight","pubTimestamp":1708531537,"share":"https://ttm.financial/m/news/2413420460?lang=&edition=fundamental","pubTime":"2024-02-22 00:05","market":"us","language":"en","title":"It’s Time! 3 Overvalued S&P 500 Stocks to Sell in February","url":"https://stock-news.laohu8.com/highlight/detail?id=2413420460","media":"InvestorPlace","summary":"Discover the S&P 500 stocks to sell before they fall behind and lag the rest of the market. Make sure you're not holding the bag.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li>Selling these <strong>S&amp;P 500</strong> stocks now can limit your downside.</li>\n<li><strong>Target</strong> (<strong>TGT</strong>): Revenue growth is dropping as discretionary spending fades at the retailer.</li>\n<li><strong>United Postal Service</strong> (<strong>UPS</strong>): A 3.17 PEG ratio tells you something about this delivery stock that a 19 P/E won’t.</li>\n<li><strong>Verizon</strong> (<strong>VZ</strong>): The rally is overdone for a telecom company that barely budges and is swimming in debt.</li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2019/08/sp-500-768x432.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/08/sp-500-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/08/sp-500-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/08/sp-500.jpg 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: Pavel Ignatov/Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>Many investors turn to the <strong>S&amp;P 500</strong> for a diversified portfolio of profitable companies. This index does most of the work for you and gives you exposure to some of the top companies.</p>\n<p>However, this index contains 500 stocks and a few of them are bound to generate bad returns for long-term investors. Stocks get filtered out of the index if they no longer meet the eligibility requirements. However, some stocks stay in the index even if they aren’t generating meaningful returns for shareholders.</p>\n<p>Investors may want to sell these three S&amp;P 500 stocks as they are likely to underperform the market. </p>\n<h2><strong>Target (TGT)</strong></h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/07/tgt_1600.jpg 1600w\" width=\"300\"/><div>Source:  jejim / Shutterstock.com</div></div>\n<p><strong>Target </strong>(NYSE:<strong>TGT</strong>) doesn’t have a high price-to-earnings (P/E) ratio as it only sits at 18.60 for now. However, the company’s financial trends suggest shares are overvalued, especially after a 32% run higher since the latest earnings report.</p>\n<p>In that earnings report, Target reported a 5% year-over-year revenue decline and a 36% year-over-year jump in adjusted EPS. Target projects revenue will decline again in the fourth quarter by mid-single digits. The adjusted EPS range is $1.90 to $2.60 compared to an adjusted EPS of $1.89 during the same period last year. The midpoint implies a 19% year-over-year contraction. </p>\n<p>Target also had sluggish results in 2022 that featured low-single-digit revenue gains and big EPS losses. </p>\n<p>The retailer recently launched a low-cost brand which investors can interpret as a sign of declining sales. It is no secret that consumers feel pinched and are tightening their budgets. Target’s willingness to venture into the market of $1 items at a time of declining revenue indicates a weakened business model.</p>\n<p>Investors should note that other retailers like <strong>Walmart</strong> (NYSE:<strong>WMT</strong>) have posted solid quarters featuring revenue and earnings growth.</p>\n<h2><strong>United Postal Service (UPS)</strong></h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/06/ups-1600-2.png 1600w\" width=\"300\"/><div>Source: monticello / Shutterstock</div></div>\n<p><strong>United Postal Service</strong> (NYSE:<strong>UPS</strong>) is typically a stable stock that doesn’t appreciate much but offers a high dividend. People will always buy products online and need them shipped to their locations. UPS has served well in this role for over 100 years and is a mainstay in the supply chain.</p>\n<p>While UPS serves a vital function for the global economy, that doesn’t mean its stock is fairly valued. Shares currently trade at a 19 P/E ratio. However, there are a few concerns that suggest the stock can lag behind the S&amp;P 500 and lose value. </p>\n<p>The first concern is the stock’s 3.17 price-to-earnings-to-growth (PEG) ratio. A PEG ratio above 1.00 typically indicates a stock is overvalued. Another issue to keep in mind is UPS’ declining revenue and earnings. UPS generated $24.9 billion in Q4 FY23 revenue, which is down from $27 billion in the same period last year. Adjusted diluted EPS came in at $2.47 compared to $3.62 last year.</p>\n<p>These aren’t good numbers and the company’s dividend hike suggests more financial pain is ahead. UPS hiked its quarterly dividend from $1.62 to $1.63 per share. It’s an obligatory, bare minimum dividend hike that does not suggest a lot of room for any upside. </p>\n<h2><strong>Verizon (VZ)</strong></h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/08/vz-stock-6.jpg 1600w\" width=\"300\"/><div>Source: Jonathan Weiss / Shutterstock.com</div></div>\n<p><strong>Verizon </strong>(NYSE:<strong>VZ</strong>) is not a good stock for long-term investors. The 6.50% dividend yield certainly looks enticing but a five-year loss of 29% warrants caution. Shares are flat over the past year and that’s only because of a surprising 29% rally since October. </p>\n<p>The telecom giant is swimming in $128.5 billion in unsecured debt and reported a slight year-over-year decline in consolidated operating revenue. The company has an unimpressive 0.64 quick ratio which means it has more current liabilities than current assets.</p>\n<p>Verizon is a shrinking company that is trying to preserve its market share. Low-quality financial growth has caught up with the company in the long run. That’s why Verizon has dropped by 29% over the past five years. Although Verizon offers a high yield, dividend growth has come to a crawl. The company has a tendency to raise its quarterly dividend per share by 1.25 cents per year. The big rally to close out 2023 leaves the stock vulnerable to a correction.</p>\n<p><em>On the date of publication, Marc Guberti did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com </em><em>Publishing Guidelines.</em></p>\n<div><p>Marc Guberti is a finance freelance writer at InvestorPlace.com who hosts the Breakthrough Success Podcast. He has contributed to several publications, including the U.S. News &amp; World Report, Benzinga, and Joy Wallet.</p></div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 14.0009 110.188 14.2491C110.674 14.4974 111.403 14.7456 112.196 14.9939C113.41 15.3249 114.366 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LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s Time! 3 Overvalued S&P 500 Stocks to Sell in February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt’s Time! 3 Overvalued S&P 500 Stocks to Sell in February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 00:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/its-time-3-overvalued-sp-500-stocks-to-sell-in-february/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Selling these S&P 500 stocks now can limit your downside.\nTarget (TGT): Revenue growth is dropping as discretionary spending fades at the retailer.\nUnited Postal Service (UPS): A 3.17 PEG ratio tells ...</p>\n\n<a href=\"https://investorplace.com/2024/02/its-time-3-overvalued-sp-500-stocks-to-sell-in-february/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","WMT":"沃尔玛","IVV":"标普500指数ETF","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","TGT":"塔吉特","UPRO":"三倍做多标普500ETF","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","BK4515":"5G概念","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","OEF":"标普100指数ETF-iShares","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SDS":"两倍做空标普500ETF","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BK4559":"巴菲特持仓","SSO":"两倍做多标普500ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","SPXU":"三倍做空标普500ETF","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","UPS":"联合包裹","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4115":"综合电信业务","BK4208":"复合型公用事业","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","VZ":"威瑞森","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","SH":"标普500反向ETF","PEG":"公务集团","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A"},"source_url":"https://investorplace.com/2024/02/its-time-3-overvalued-sp-500-stocks-to-sell-in-february/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413420460","content_text":"Selling these S&P 500 stocks now can limit your downside.\nTarget (TGT): Revenue growth is dropping as discretionary spending fades at the retailer.\nUnited Postal Service (UPS): A 3.17 PEG ratio tells you something about this delivery stock that a 19 P/E won’t.\nVerizon (VZ): The rally is overdone for a telecom company that barely budges and is swimming in debt.\n\n\n\n\n\n \n\nSource: Pavel Ignatov/Shutterstock.com\n\n\n\nMany investors turn to the S&P 500 for a diversified portfolio of profitable companies. This index does most of the work for you and gives you exposure to some of the top companies.\nHowever, this index contains 500 stocks and a few of them are bound to generate bad returns for long-term investors. Stocks get filtered out of the index if they no longer meet the eligibility requirements. However, some stocks stay in the index even if they aren’t generating meaningful returns for shareholders.\nInvestors may want to sell these three S&P 500 stocks as they are likely to underperform the market. \nTarget (TGT)\nSource:  jejim / Shutterstock.com\nTarget (NYSE:TGT) doesn’t have a high price-to-earnings (P/E) ratio as it only sits at 18.60 for now. However, the company’s financial trends suggest shares are overvalued, especially after a 32% run higher since the latest earnings report.\nIn that earnings report, Target reported a 5% year-over-year revenue decline and a 36% year-over-year jump in adjusted EPS. Target projects revenue will decline again in the fourth quarter by mid-single digits. The adjusted EPS range is $1.90 to $2.60 compared to an adjusted EPS of $1.89 during the same period last year. The midpoint implies a 19% year-over-year contraction. \nTarget also had sluggish results in 2022 that featured low-single-digit revenue gains and big EPS losses. \nThe retailer recently launched a low-cost brand which investors can interpret as a sign of declining sales. It is no secret that consumers feel pinched and are tightening their budgets. Target’s willingness to venture into the market of $1 items at a time of declining revenue indicates a weakened business model.\nInvestors should note that other retailers like Walmart (NYSE:WMT) have posted solid quarters featuring revenue and earnings growth.\nUnited Postal Service (UPS)\nSource: monticello / Shutterstock\nUnited Postal Service (NYSE:UPS) is typically a stable stock that doesn’t appreciate much but offers a high dividend. People will always buy products online and need them shipped to their locations. UPS has served well in this role for over 100 years and is a mainstay in the supply chain.\nWhile UPS serves a vital function for the global economy, that doesn’t mean its stock is fairly valued. Shares currently trade at a 19 P/E ratio. However, there are a few concerns that suggest the stock can lag behind the S&P 500 and lose value. \nThe first concern is the stock’s 3.17 price-to-earnings-to-growth (PEG) ratio. A PEG ratio above 1.00 typically indicates a stock is overvalued. Another issue to keep in mind is UPS’ declining revenue and earnings. UPS generated $24.9 billion in Q4 FY23 revenue, which is down from $27 billion in the same period last year. Adjusted diluted EPS came in at $2.47 compared to $3.62 last year.\nThese aren’t good numbers and the company’s dividend hike suggests more financial pain is ahead. UPS hiked its quarterly dividend from $1.62 to $1.63 per share. It’s an obligatory, bare minimum dividend hike that does not suggest a lot of room for any upside. \nVerizon (VZ)\nSource: Jonathan Weiss / Shutterstock.com\nVerizon (NYSE:VZ) is not a good stock for long-term investors. The 6.50% dividend yield certainly looks enticing but a five-year loss of 29% warrants caution. Shares are flat over the past year and that’s only because of a surprising 29% rally since October. \nThe telecom giant is swimming in $128.5 billion in unsecured debt and reported a slight year-over-year decline in consolidated operating revenue. The company has an unimpressive 0.64 quick ratio which means it has more current liabilities than current assets.\nVerizon is a shrinking company that is trying to preserve its market share. Low-quality financial growth has caught up with the company in the long run. That’s why Verizon has dropped by 29% over the past five years. Although Verizon offers a high yield, dividend growth has come to a crawl. The company has a tendency to raise its quarterly dividend per share by 1.25 cents per year. The big rally to close out 2023 leaves the stock vulnerable to a correction.\nOn the date of publication, Marc Guberti did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nMarc Guberti is a finance freelance writer at InvestorPlace.com who hosts the Breakthrough Success Podcast. He has contributed to several publications, including the U.S. News & World Report, Benzinga, and Joy Wallet.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/02/its-time-3-overvalued-sp-500-stocks-to-sell-in-february/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273951075995784,"gmtCreate":1707920526789,"gmtModify":1707920531090,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"noce","listText":"noce","text":"noce","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273951075995784","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248739699957856,"gmtCreate":1701765387119,"gmtModify":1701765391492,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"4 Yearly Crypto bulls. Next stop $60k","listText":"4 Yearly Crypto bulls. Next stop $60k","text":"4 Yearly Crypto bulls. Next stop $60k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/248739699957856","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244134596816912,"gmtCreate":1700627194222,"gmtModify":1700627196725,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244134596816912","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232527559176392,"gmtCreate":1697798003962,"gmtModify":1697798008190,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Writes whats in your favour.&nbsp; None time the low or&nbsp; buy price. Its market participation. Let's see how much u get&nbsp; burn","listText":"Writes whats in your favour.&nbsp; None time the low or&nbsp; buy price. Its market participation. Let's see how much u get&nbsp; burn","text":"Writes whats in your favour. None time the low or buy price. Its market participation. Let's see how much u get burn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232527559176392","repostId":"1180445624","repostType":2,"repost":{"id":"1180445624","kind":"news","pubTimestamp":1697769205,"share":"https://ttm.financial/m/news/1180445624?lang=&edition=fundamental","pubTime":"2023-10-20 10:33","market":"us","language":"en","title":"Tesla Stock Tumbles - Time To Buy Or Bye-Bye?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180445624","media":"Seeking Alpha","summary":"SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high ","content":"<html><head></head><body><h2 id=\"id_1038615942\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Tesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.</p></li><li><p>Margin compression occurred due to price cuts, inflation, and high borrowing costs negatively impacting Tesla&#39;s bottom line.</p></li><li><p>Tesla&#39;s fundamental backdrop is expected to strengthen as the economy improves, leading to higher stock prices in the future.</p></li><li><p>The $220-200 range is an attractive long-term entry level for Tesla.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60b51eca0c9ad8a7800ebac2ed9865e6\" alt=\"Spencer Platt/Getty Images News\" title=\"Spencer Platt/Getty Images News\" tg-width=\"750\" tg-height=\"422\"/><span>Spencer Platt/Getty Images News</span></p><p style=\"text-align: left;\"><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) stock has dropped after its &#34;disappointing&#34; Q3 earnings announcement. Tesla is trading around $225, down roughly 7% in pre-market when writing this. While Tesla&#39;s margins contract during this challenging phase, margin compression could be transitory. The slow growth and high-interest rate economic environment negatively impact Tesla&#39;s bottom line.</p><p style=\"text-align: left;\">Price cuts, inflation, high borrowing costs, and other temporary elements are eating into Tesla&#39;s bottom line, negatively impacting its stock price. However, Tesla&#39;s fundamental backdrop should strengthen as the economic downturn passes and the economy returns to normalized financial conditions. Due to Tesla&#39;s dominant, market-leading position, its economies of scale, and other competitive advantages, its revenue and EPS growth could accelerate in the coming quarters, leading to a much higher stock price in future years.</p><h2 id=\"id_3391094614\" style=\"text-align: left;\">Tesla&#39;s Buy-In Zone Approaches: $220-200</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e15b5a984b8dbe738c47007a82329c33\" alt=\"TSLA (StockCharts.com)\" title=\"TSLA (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>TSLA (StockCharts.com)</span></p><p style=\"text-align: left;\">Tesla&#39;s stock is still in the $200-300 range. Tesla has consolidated in this range for around five months and could continue moving sideways in the near term. The technical image is stable, neither oversold nor overbought. However, constructive fundamental factors should push Tesla&#39;s stock higher, likely above the $300 resistance level in Q1 2024. We can continue making money from Tesla&#39;s stock via the wheel and the covered call dividend (&#34;CCD&#34;) options strategies.</p><p style=\"text-align: left;\"><strong>The Tesla CCD Plan</strong></p><p style=\"text-align: left;\">I sold covered calls against my Tesla position earlier this month, earning about 5% on my Tesla position after repurchasing the $270 covered calls before earnings. I then sold the $250 covered calls closer to its earnings announcement. Now, I am repurchasing those covered calls for a substantially lower premium. I own Tesla for the long term, and the stock makes money for me in times of volatility via the covered call dividend strategy.</p><p style=\"text-align: left;\"><strong>Tesla&#39;s Wheel Strategy</strong></p><p style=\"text-align: left;\">We can implement the highly effective wheel options strategy with Tesla. We can sell/create cash-secured put options, selling the 11/17/23 $220 puts for $20, earning a 10% premium, earning the possibility to purchase Tesla shares in our $220-200 buy-zone. Also, I am not worried about Tesla in the intermediate and long term, as its stock price should go much higher.</p><h4 id=\"id_1572056471\" style=\"text-align: left;\">Tesla&#39;s Transitory Margin Compression</h4><p style=\"text-align: left;\">Tesla recently reported Q3 non-GAAP EPS of $0.66, missing the consensus estimate by seven cents. Additionally, Tesla reported $23.35B in revenues (+9% YoY), missing the consensus mark by $790 million. Tesla reported a Capex of $2.46B, a 19% rise over the same time last year.</p><p style=\"text-align: left;\">However, the primary reason why Tesla missed revenue estimates and reported slightly lower-than-expected profits was due to price cuts in the electric vehicle (&#34;EV&#34;) segment. Tesla&#39;s most recent round of price cuts could cost the company around $2 billion in annual sales.</p><p style=\"text-align: left;\">While this may seem detrimental, Tesla&#39;s price cuts should be transitory. Tesla&#39;s ability to drop prices enables it to capture market share from other car companies. Moreover, Tesla can afford to decrease price tags due to its high level of profitability. This phenomenon represents a distinct advantage for Tesla, as it can raise prices in the future. Additionally, this dynamic should push Tesla toward advertising more, enabling increased sales.</p><h4 id=\"id_324648713\" style=\"text-align: left;\">Tesla&#39;s Financial Summary</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb451dabb8e29b46b7a229868f80d283\" alt=\"Financial summary (ir.tesla.com)\" title=\"Financial summary (ir.tesla.com)\" tg-width=\"640\" tg-height=\"414\"/><span>Financial summary (ir.tesla.com)</span></p><p style=\"text-align: left;\">Total automotive revenues were $19.625B last quarter, a 5% YoY gain. Yet, deliveries surged by 26% YoY, illustrating the significant impact of the price cuts. However, EG&amp;S revenues surged by 40% YoY, demonstrating solid demand and robust growth in Tesla&#39;s energy space. Services and other revenues also surged by 32%. Additionally, Tesla&#39;s Cybertruck and Tesla Semi segments should provide increasingly more revenues in 2024 and 2025. Moreover, Tesla&#39;s viral and ultra-profitable Model 3/Y segments should provide improved revenue growth in future years as ASPs go up.</p><p style=\"text-align: left;\"><strong>Tesla Deliveries - By Quarter, Yearly</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6a09c5f6da4cea75afab9bffc8c2ded\" alt=\"Tesla deliveries (Statista.com)\" title=\"Tesla deliveries (Statista.com)\" tg-width=\"640\" tg-height=\"412\"/><span>Tesla deliveries (Statista.com)</span></p><p style=\"text-align: left;\">If we dig deeper, we see that Tesla&#39;s automotive sales revenue was about $18.58 billion in Q3. Once we adjusted for lease accounting, Tesla delivered around 14,706 Model S/X vehicles and approximately 402,311 Model Y/3 cars in the third quarter. If we use an ASP of about $110,000 from the Model S/X segment, we reach nearly $1.6 billion in Model S/X sales. Therefore, the Model 3/Y segment accounted for roughly $17 billion in revenues. This dynamic suggests that Tesla&#39;s Model 3/Y segment ASP was around $42,250.</p><p style=\"text-align: left;\">This ASP is a decrease over last year&#39;s ASP and is less than my (higher-end) $44,000 ASP estimate in Tesla Q3 projections. However, we should see Tesla ASPs increasing as the economic landscape improves, the Fed adopts a more accessible monetary stance, and cheaper financing options become widely available. Despite the challenging macroeconomic atmosphere, Tesla&#39;s gross margin was 18% last quarter. Tesla&#39;s GAAP net income margin was 8%.</p><p style=\"text-align: left;\">While we see some temporary margin compression, Tesla&#39;s margins remain healthy. Additionally, margin compression occurred due to price cuts, inflation, higher R&amp;D spending, and other transitory factors. As economic conditions normalize, margins and profitability should improve in future years and quarters.</p><h2 id=\"id_3237951259\" style=\"text-align: left;\">The Bottom Line: Buy The Drop In Tesla</h2><p style=\"text-align: left;\">We get few compelling opportunities to buy drops in Tesla. Like all companies, Tesla has moments of imperfection and goes through challenging periods. Tesla is going through a transitory margin compression phase, but there is no reason to panic. Tesla&#39;s stock could go marginally lower from here, yet the downside risk is likely minimal.</p><p style=\"text-align: left;\"><strong>Tesla 5-Year Chart</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8024922e3e7028e20ca46116754738ac\" alt=\"TSLA (StockCharts.com)\" title=\"TSLA (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>TSLA (StockCharts.com)</span></p><p style=\"text-align: left;\">Tesla&#39;s stock appreciated considerably. It also fell nose-first from its $420 top. However, the $100 bear market bottom may have been a generational buy. Therefore, we should not see Tesla&#39;s stock back near par again. However, we could see a more significant pullback to about the $200 level, roughly a 33% giveback from its recent high.</p><p style=\"text-align: left;\">Additionally, around $200, Tesla&#39;s stock would trade at 28 times $7 in next year&#39;s EPS estimates (higher ed EPS estimates go to $8). Despite Tesla&#39;s transitory slowdown in earnings growth, it could expand EPS more efficiently due to its dominant market-leading position, economies of scale, and other competitive advantages in future years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750651e05f013cfab2323b626327f24\" alt=\"Source: The Financial Prophet.\" title=\"Source: The Financial Prophet.\" tg-width=\"765\" tg-height=\"547\"/><span>Source: The Financial Prophet.</span></p><h2 id=\"id_2981761085\" style=\"text-align: left;\">Risks to Tesla</h2><p style=\"text-align: left;\">Tesla faces challenges due to increased competition, inflation, margin compression, and a general economic slowdown. These and other risks could negatively impact Tesla&#39;s revenue and EPS growth, leading to lower-than-expected profitability. This bearish dynamic (if it plays out) could worsen sentiment, potentially leading to multiple compressions and a lower-than-anticipated stock price in the coming years. Investors should examine these and other risks before investing in Tesla.</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 Stock Tumbles - Time To Buy Or Bye-Bye?</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 Tumbles - Time To Buy Or Bye-Bye?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-20 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high ...</p>\n\n<a href=\"https://seekingalpha.com/article/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings\">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/4641842-consider-buying-the-drop-in-tesla-stock-post-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180445624","content_text":"SummaryTesla, Inc. stock dropped after a disappointing Q3 earnings announcement, but margin compression is expected to be transitory.Margin compression occurred due to price cuts, inflation, and high borrowing costs negatively impacting Tesla's bottom line.Tesla's fundamental backdrop is expected to strengthen as the economy improves, leading to higher stock prices in the future.The $220-200 range is an attractive long-term entry level for Tesla.Spencer Platt/Getty Images NewsTesla, Inc. (NASDAQ:TSLA) stock has dropped after its \"disappointing\" Q3 earnings announcement. Tesla is trading around $225, down roughly 7% in pre-market when writing this. While Tesla's margins contract during this challenging phase, margin compression could be transitory. The slow growth and high-interest rate economic environment negatively impact Tesla's bottom line.Price cuts, inflation, high borrowing costs, and other temporary elements are eating into Tesla's bottom line, negatively impacting its stock price. However, Tesla's fundamental backdrop should strengthen as the economic downturn passes and the economy returns to normalized financial conditions. Due to Tesla's dominant, market-leading position, its economies of scale, and other competitive advantages, its revenue and EPS growth could accelerate in the coming quarters, leading to a much higher stock price in future years.Tesla's Buy-In Zone Approaches: $220-200TSLA (StockCharts.com)Tesla's stock is still in the $200-300 range. Tesla has consolidated in this range for around five months and could continue moving sideways in the near term. The technical image is stable, neither oversold nor overbought. However, constructive fundamental factors should push Tesla's stock higher, likely above the $300 resistance level in Q1 2024. We can continue making money from Tesla's stock via the wheel and the covered call dividend (\"CCD\") options strategies.The Tesla CCD PlanI sold covered calls against my Tesla position earlier this month, earning about 5% on my Tesla position after repurchasing the $270 covered calls before earnings. I then sold the $250 covered calls closer to its earnings announcement. Now, I am repurchasing those covered calls for a substantially lower premium. I own Tesla for the long term, and the stock makes money for me in times of volatility via the covered call dividend strategy.Tesla's Wheel StrategyWe can implement the highly effective wheel options strategy with Tesla. We can sell/create cash-secured put options, selling the 11/17/23 $220 puts for $20, earning a 10% premium, earning the possibility to purchase Tesla shares in our $220-200 buy-zone. Also, I am not worried about Tesla in the intermediate and long term, as its stock price should go much higher.Tesla's Transitory Margin CompressionTesla recently reported Q3 non-GAAP EPS of $0.66, missing the consensus estimate by seven cents. Additionally, Tesla reported $23.35B in revenues (+9% YoY), missing the consensus mark by $790 million. Tesla reported a Capex of $2.46B, a 19% rise over the same time last year.However, the primary reason why Tesla missed revenue estimates and reported slightly lower-than-expected profits was due to price cuts in the electric vehicle (\"EV\") segment. Tesla's most recent round of price cuts could cost the company around $2 billion in annual sales.While this may seem detrimental, Tesla's price cuts should be transitory. Tesla's ability to drop prices enables it to capture market share from other car companies. Moreover, Tesla can afford to decrease price tags due to its high level of profitability. This phenomenon represents a distinct advantage for Tesla, as it can raise prices in the future. Additionally, this dynamic should push Tesla toward advertising more, enabling increased sales.Tesla's Financial SummaryFinancial summary (ir.tesla.com)Total automotive revenues were $19.625B last quarter, a 5% YoY gain. Yet, deliveries surged by 26% YoY, illustrating the significant impact of the price cuts. However, EG&S revenues surged by 40% YoY, demonstrating solid demand and robust growth in Tesla's energy space. Services and other revenues also surged by 32%. Additionally, Tesla's Cybertruck and Tesla Semi segments should provide increasingly more revenues in 2024 and 2025. Moreover, Tesla's viral and ultra-profitable Model 3/Y segments should provide improved revenue growth in future years as ASPs go up.Tesla Deliveries - By Quarter, YearlyTesla deliveries (Statista.com)If we dig deeper, we see that Tesla's automotive sales revenue was about $18.58 billion in Q3. Once we adjusted for lease accounting, Tesla delivered around 14,706 Model S/X vehicles and approximately 402,311 Model Y/3 cars in the third quarter. If we use an ASP of about $110,000 from the Model S/X segment, we reach nearly $1.6 billion in Model S/X sales. Therefore, the Model 3/Y segment accounted for roughly $17 billion in revenues. This dynamic suggests that Tesla's Model 3/Y segment ASP was around $42,250.This ASP is a decrease over last year's ASP and is less than my (higher-end) $44,000 ASP estimate in Tesla Q3 projections. However, we should see Tesla ASPs increasing as the economic landscape improves, the Fed adopts a more accessible monetary stance, and cheaper financing options become widely available. Despite the challenging macroeconomic atmosphere, Tesla's gross margin was 18% last quarter. Tesla's GAAP net income margin was 8%.While we see some temporary margin compression, Tesla's margins remain healthy. Additionally, margin compression occurred due to price cuts, inflation, higher R&D spending, and other transitory factors. As economic conditions normalize, margins and profitability should improve in future years and quarters.The Bottom Line: Buy The Drop In TeslaWe get few compelling opportunities to buy drops in Tesla. Like all companies, Tesla has moments of imperfection and goes through challenging periods. Tesla is going through a transitory margin compression phase, but there is no reason to panic. Tesla's stock could go marginally lower from here, yet the downside risk is likely minimal.Tesla 5-Year ChartTSLA (StockCharts.com)Tesla's stock appreciated considerably. It also fell nose-first from its $420 top. However, the $100 bear market bottom may have been a generational buy. Therefore, we should not see Tesla's stock back near par again. However, we could see a more significant pullback to about the $200 level, roughly a 33% giveback from its recent high.Additionally, around $200, Tesla's stock would trade at 28 times $7 in next year's EPS estimates (higher ed EPS estimates go to $8). Despite Tesla's transitory slowdown in earnings growth, it could expand EPS more efficiently due to its dominant market-leading position, economies of scale, and other competitive advantages in future years.Source: The Financial Prophet.Risks to TeslaTesla faces challenges due to increased competition, inflation, margin compression, and a general economic slowdown. These and other risks could negatively impact Tesla's revenue and EPS growth, leading to lower-than-expected profitability. This bearish dynamic (if it plays out) could worsen sentiment, potentially leading to multiple compressions and a lower-than-anticipated stock price in the coming years. Investors should examine these and other risks before investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194943387979800,"gmtCreate":1688613524258,"gmtModify":1688613526850,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194943387979800","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187348262281480,"gmtCreate":1686766949103,"gmtModify":1686778385300,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Sore loser are u.","listText":"Sore loser are u.","text":"Sore loser are u.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187348262281480","repostId":"2343961948","repostType":2,"repost":{"id":"2343961948","kind":"highlight","pubTimestamp":1686762180,"share":"https://ttm.financial/m/news/2343961948?lang=&edition=fundamental","pubTime":"2023-06-15 01:03","market":"us","language":"en","title":"Dawn Project Founder Dan O'Dowd shares concerning new figures over Tesla Full Self-Driving safety record","url":"https://stock-news.laohu8.com/highlight/detail?id=2343961948","media":"StreetInsider","summary":"SANTA BARBARA, Calif., June 14, 2023 /PRNewswire/ -- It was recently revealed that Tesla's Full Self-Driving and Autopilot software has been involved in 736 crashes since 2019, according to analysis of National Highway Traffic Safety Administration data, far exceeding the number of crashes in previous reported statistics.A crash involving a Tesla Model Y on North Carolina Highway 561 and seventeen-year-old Tillman Mitchell in March 2023 is one of the crashes revealed in the new analysis, highlighting a concerning array of safety defects in Tesla's self-driving software. Tesla's self-driving software failed to stop for the school bus with its stop sign extended and lights flashing which Mitchell was disembarking, leaving Mitchell hospitalised. This follows public safety group The Dawn Project publishing a full-page advertisement in The New York Times in November 2022 highlighting the dangers of Tesla Full Self-Driving after safety tests revealed that it will drive around a stopped schoo","content":"<html><body><div>\n<div>\n<p><span><location idsrc=\"xmltag.org\" value=\"LU/us.ca.sntaba\">SANTA BARBARA, Calif.</location></span>, <span><chron>June 14, 2023</chron></span> /PRNewswire/ -- It was recently revealed that Tesla's Full Self-Driving and Autopilot software has been involved in 736 crashes since 2019, according to analysis of <span idsrc=\"xmltag.org\" value=\"ACORN:1405410192\">National Highway Traffic Safety Administration</span> data, far exceeding the number of crashes in previous reported statistics.</p>\n<p>A crash involving a Tesla Model Y on <location>North Carolina Highway 561</location> and seventeen-year-old Tillman Mitchell in <chron>March 2023</chron> is one of the crashes revealed in the new analysis, highlighting a concerning array of safety defects in Tesla's self-driving software. Tesla's self-driving software failed to stop for the school bus with its stop sign extended and lights flashing which Mitchell was disembarking, leaving Mitchell hospitalised. This follows public safety group The Dawn Project publishing a full-page advertisement in The New York Times in November 2022 highlighting the dangers of Tesla Full Self-Driving after safety tests revealed that it will drive around a stopped school bus with its stop sign extended and lights flashing, failing to obey school zone speed limits. </p>\n<p><b><person>Dan O'Dowd</person>, Founder of <span>The Dawn Project</span> commented</b>: <i>\"Seven months ago, I took out a full-page ad in the New York Times pointing out to Tesla that it could kill a child getting on or off a school bus. But Elon did nothing and now <person>Tillman Mitchell</person> is badly injured and hospitalised. I also showed them tests where Full Self-Driving would run over a child crossing the road. I offered them any assistance they needed to reproduce our tests.</i></p>\n<p><i>According to a <chron>June 10, 2023</chron>, <span>Washington Post</span> article, on <chron>March 15, 2023</chron>, a Tesla running FSD ran down a child getting off a school bus whose lights were flashing and whose stop sign was extended.</i></p>\n<p><i>It's very simple. If Tesla cannot teach its Full Self-Driving car to stop for a school bus with its light flashing and stop sign extended, along with fixing many other safety critical safety defects that <span>The Dawn Project</span> has identified, it should not be allowed to sell it to the public.\"</i></p>\n<p><person>Dan O'Dowd</person> is an entrepreneur and CEO with over 40 years' experience in designing and writing secure, safety-critical software. Dan has built operating systems for the <location idsrc=\"xmltag.org\" value=\"LC/us\">U.S.</location> military's fighter jets and some of the world's most trusted organizations such as NASA, Boeing, and Airbus. </p><div><div><div></div></div></div>\n<p>In 2021 Dan O'Dowd founded The Dawn Project, which campaigns to ensure all software in safety-critical infrastructure is secure and to make computers safe for humanity. The first danger <span>The Dawn Project</span> is tackling is <person value=\"APIN:2621757612\">Elon Musk's</person> reckless deployment of unsafe Full Self-Driving cars on our roads.</p>\n<p>To view <span>The Dawn Project's</span> recent <span>Super Bowl</span> ad highlighting the dangers of Full Self-Driving, please click here. The ad was broadcast during Super Bowl LVII on Sunday <chron>12 February 2023</chron> across <location idsrc=\"xmltag.org\" value=\"LS/us.ca\">California</location>, <location idsrc=\"xmltag.org\" value=\"LS/us.tx\">Texas</location>, <location idsrc=\"xmltag.org\" value=\"LS/us.ga\">Georgia</location>, <location idsrc=\"xmltag.org\" value=\"LU/us.ny.nyc\">New York</location>, <location idsrc=\"xmltag.org\" value=\"LS/us.fl\">Florida</location> and <location idsrc=\"xmltag.org\" value=\"LU/us.dc.wash\">Washington D.C.</location></p>\n<p>For a full report of <span>The Dawn Project's</span> safety tests of Tesla Full Self-Driving, please see here. </p>\n<p>To view <span>The Dawn Project's</span> full-page ad in The New York Times highlighting the dangers of Tesla Full Self-Driving after safety tests revealed that it will drive around a stopped school bus with its stop sign extended and lights flashing, and fails to obey school zone speed limits, please see here. The ad was published in The New York Times on Sunday <chron>20 November 2022</chron>.</p>\n<p><img height=\"12\" src=\"https://c212.net/c/img/favicon.png?sn=LN28897&amp;sd=2023-06-14\" title=\"Cision\" width=\"12\"/> View original content:https://www.prnewswire.com/news-releases/dawn-project-founder-dan-odowd-shares-concerning-new-figures-over-tesla-full-self-driving-safety-record-301851068.html</p>\n<p>SOURCE <span>The Dawn Project</span></p>\n</div> </div></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dawn Project Founder Dan O'Dowd shares concerning new figures over Tesla Full Self-Driving safety record</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\">\nDawn Project Founder Dan O'Dowd shares concerning new figures over Tesla Full Self-Driving safety record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-15 01:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21799094><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SANTA BARBARA, Calif., June 14, 2023 /PRNewswire/ -- It was recently revealed that Tesla's Full Self-Driving and Autopilot software has been involved in 736 crashes since 2019, according to analysis ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21799094\">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","BK4574":"无人驾驶","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","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","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","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","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21799094","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343961948","content_text":"SANTA BARBARA, Calif., June 14, 2023 /PRNewswire/ -- It was recently revealed that Tesla's Full Self-Driving and Autopilot software has been involved in 736 crashes since 2019, according to analysis of National Highway Traffic Safety Administration data, far exceeding the number of crashes in previous reported statistics.\nA crash involving a Tesla Model Y on North Carolina Highway 561 and seventeen-year-old Tillman Mitchell in March 2023 is one of the crashes revealed in the new analysis, highlighting a concerning array of safety defects in Tesla's self-driving software. Tesla's self-driving software failed to stop for the school bus with its stop sign extended and lights flashing which Mitchell was disembarking, leaving Mitchell hospitalised. This follows public safety group The Dawn Project publishing a full-page advertisement in The New York Times in November 2022 highlighting the dangers of Tesla Full Self-Driving after safety tests revealed that it will drive around a stopped school bus with its stop sign extended and lights flashing, failing to obey school zone speed limits. \nDan O'Dowd, Founder of The Dawn Project commented: \"Seven months ago, I took out a full-page ad in the New York Times pointing out to Tesla that it could kill a child getting on or off a school bus. But Elon did nothing and now Tillman Mitchell is badly injured and hospitalised. I also showed them tests where Full Self-Driving would run over a child crossing the road. I offered them any assistance they needed to reproduce our tests.\nAccording to a June 10, 2023, Washington Post article, on March 15, 2023, a Tesla running FSD ran down a child getting off a school bus whose lights were flashing and whose stop sign was extended.\nIt's very simple. If Tesla cannot teach its Full Self-Driving car to stop for a school bus with its light flashing and stop sign extended, along with fixing many other safety critical safety defects that The Dawn Project has identified, it should not be allowed to sell it to the public.\"\nDan O'Dowd is an entrepreneur and CEO with over 40 years' experience in designing and writing secure, safety-critical software. Dan has built operating systems for the U.S. military's fighter jets and some of the world's most trusted organizations such as NASA, Boeing, and Airbus. \nIn 2021 Dan O'Dowd founded The Dawn Project, which campaigns to ensure all software in safety-critical infrastructure is secure and to make computers safe for humanity. The first danger The Dawn Project is tackling is Elon Musk's reckless deployment of unsafe Full Self-Driving cars on our roads.\nTo view The Dawn Project's recent Super Bowl ad highlighting the dangers of Full Self-Driving, please click here. The ad was broadcast during Super Bowl LVII on Sunday 12 February 2023 across California, Texas, Georgia, New York, Florida and Washington D.C.\nFor a full report of The Dawn Project's safety tests of Tesla Full Self-Driving, please see here. \nTo view The Dawn Project's full-page ad in The New York Times highlighting the dangers of Tesla Full Self-Driving after safety tests revealed that it will drive around a stopped school bus with its stop sign extended and lights flashing, and fails to obey school zone speed limits, please see here. The ad was published in The New York Times on Sunday 20 November 2022.\n View original content:https://www.prnewswire.com/news-releases/dawn-project-founder-dan-odowd-shares-concerning-new-figures-over-tesla-full-self-driving-safety-record-301851068.html\nSOURCE The Dawn Project","news_type":1},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970343859,"gmtCreate":1684037682372,"gmtModify":1684037687808,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"NIO is not a bad vehicle but not wanting to explore newer vision and stuck on the old or used strategies. What BYD did was real good in marketing.","listText":"NIO is not a bad vehicle but not wanting to explore newer vision and stuck on the old or used strategies. What BYD did was real good in marketing.","text":"NIO is not a bad vehicle but not wanting to explore newer vision and stuck on the old or used strategies. What BYD did was real good in marketing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970343859","repostId":"2335202640","repostType":2,"repost":{"id":"2335202640","kind":"highlight","pubTimestamp":1684029371,"share":"https://ttm.financial/m/news/2335202640?lang=&edition=fundamental","pubTime":"2023-05-14 09:56","market":"us","language":"en","title":"Nio Stock: Sell in May and Stay Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2335202640","media":"InvestorPlace","summary":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furt","content":"<html><head></head><body><ul><li><p><strong>Nio</strong> (<strong>NIO</strong>) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.</p></li><li><p>Furthermore, Nio’s April delivery numbers indicate slowing growth.</p></li><li><p>Investors shouldn’t buy NIO stock in May, and might even consider selling it.</p></li></ul><p>At first glance, China-based electric vehicle (EV) manufacturer <strong>Nio’s</strong> (NYSE: <strong>NIO</strong>) April delivery data might seem positive. Yet, it’s essential to dig into the numbers and put them in context before you think about buying NIO stock. Moreover, Nio’s stubborn refusal to budge on the issue of vehicle price cuts is probably a huge mistake.</p><p>Along with the company’s other issues and obstacles, Nio has to deal with fierce competition from rival EV maker <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>). This task will only be more difficult if Nio’s management isn’t flexible in its business strategy.</p><p>As Nio stays the course with a questionable business strategy, the automaker’s stakeholders might consider bailing. Otherwise, they could end up underwater on their investment in Nio during the month of May.</p><h2>Nio Won’t Slash Its EV Prices</h2><p>It’s no secret that the global economy isn’t running on all cylinders. Supply chain constraints, geopolitical tensions, sticky inflation, and recession anxiety continue to impact the fragile balance of supply and demand in the EV market.</p><p>Tesla responded to these issues with a well-documented series of price cuts. You may or may not like Tesla, but it’s hard to deny that lowering EV prices should make the company more competitive.</p><p>In stark contrast to Tesla, Nio CEO William Li declared, “For us, we will certainly not join the price war.” Li justified this statement by claiming that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.”</p><p>Tesla has many fans around the world, and they would very likely disagree with Li’s declaration of Nio’s superiority. Furthermore, Li just doesn’t seem to want to cater to value-seeking customers’ needs. Reportedly, Li asserted that Tesla’s “price reductions lower the EVs’ residual value. Such actions … are simply detrimental to customers.”</p><h2>NIO Stock Falls After Release of Delivery Numbers</h2><p>Financial traders watch closely for Nio’s vehicle delivery numbers, which are typically released on a monthly basis. As it turned out, Nio delivered 10,378 vehicles in March. Did the automaker show improvement in April, though?</p><p>Nio tried to spin its April delivery data as positive, but investors should look at the bigger picture. The company emphasized that its April EV deliveries rose 31.2% year over year. That’s not the whole story, though, as Nio’s 6,658 deliveries for April indicated a sharp slowdown compared to the deliveries in March.</p><p>Notably, NIO stock fell after Nio issued the press release. This is a clear sign that investors weren’t too impressed with the company’s results, as they surely discerned an alarming trend in the delivery data.</p><h2>NIO Stock Is a Sell in May</h2><p>It’s understandable if Nio’s investors insisted that Li should be more responsive and flexible concerning vehicle price reductions. There’s no clear indication, though, that the CEO will actually back down from his policy on price cuts.</p><p>Meanwhile, traders should be wary of Nio’s attempt to put a positive spin on its EV delivery data. So, at the end of the day, it’s wise to steer clear of NIO stock in May.</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>Nio Stock: Sell in May and Stay Away</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: Sell in May and Stay Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-14 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in ...</p>\n\n<a href=\"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335202640","content_text":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in May, and might even consider selling it.At first glance, China-based electric vehicle (EV) manufacturer Nio’s (NYSE: NIO) April delivery data might seem positive. Yet, it’s essential to dig into the numbers and put them in context before you think about buying NIO stock. Moreover, Nio’s stubborn refusal to budge on the issue of vehicle price cuts is probably a huge mistake.Along with the company’s other issues and obstacles, Nio has to deal with fierce competition from rival EV maker Tesla (NASDAQ: TSLA). This task will only be more difficult if Nio’s management isn’t flexible in its business strategy.As Nio stays the course with a questionable business strategy, the automaker’s stakeholders might consider bailing. Otherwise, they could end up underwater on their investment in Nio during the month of May.Nio Won’t Slash Its EV PricesIt’s no secret that the global economy isn’t running on all cylinders. Supply chain constraints, geopolitical tensions, sticky inflation, and recession anxiety continue to impact the fragile balance of supply and demand in the EV market.Tesla responded to these issues with a well-documented series of price cuts. You may or may not like Tesla, but it’s hard to deny that lowering EV prices should make the company more competitive.In stark contrast to Tesla, Nio CEO William Li declared, “For us, we will certainly not join the price war.” Li justified this statement by claiming that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.”Tesla has many fans around the world, and they would very likely disagree with Li’s declaration of Nio’s superiority. Furthermore, Li just doesn’t seem to want to cater to value-seeking customers’ needs. Reportedly, Li asserted that Tesla’s “price reductions lower the EVs’ residual value. Such actions … are simply detrimental to customers.”NIO Stock Falls After Release of Delivery NumbersFinancial traders watch closely for Nio’s vehicle delivery numbers, which are typically released on a monthly basis. As it turned out, Nio delivered 10,378 vehicles in March. Did the automaker show improvement in April, though?Nio tried to spin its April delivery data as positive, but investors should look at the bigger picture. The company emphasized that its April EV deliveries rose 31.2% year over year. That’s not the whole story, though, as Nio’s 6,658 deliveries for April indicated a sharp slowdown compared to the deliveries in March.Notably, NIO stock fell after Nio issued the press release. This is a clear sign that investors weren’t too impressed with the company’s results, as they surely discerned an alarming trend in the delivery data.NIO Stock Is a Sell in MayIt’s understandable if Nio’s investors insisted that Li should be more responsive and flexible concerning vehicle price reductions. There’s no clear indication, though, that the CEO will actually back down from his policy on price cuts.Meanwhile, traders should be wary of Nio’s attempt to put a positive spin on its EV delivery data. So, at the end of the day, it’s wise to steer clear of NIO stock in May.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9063303740,"gmtCreate":1651398632791,"gmtModify":1676534901314,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CYN\">$Cyngn Inc(CYN)$</a>Strong","listText":"<a href=\"https://ttm.financial/S/CYN\">$Cyngn Inc(CYN)$</a>Strong","text":"$Cyngn Inc(CYN)$Strong","images":[{"img":"https://community-static.tradeup.com/news/26ee1a3ce1c247ac05f6a916b8f4c3b0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9063303740","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":189716036,"gmtCreate":1623288622125,"gmtModify":1704200117014,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Usual stance to be","listText":"Usual stance to be","text":"Usual stance to be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/189716036","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","kind":"news","pubTimestamp":1623280126,"share":"https://ttm.financial/m/news/1142408805?lang=&edition=fundamental","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p>\n<p>The retail “meme stock” craze continued unabated.</p>\n<p>All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p>\n<p>“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p>\n<p>Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p>\n<p>Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p>\n<p>However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p>\n<p>Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p>\n<p>“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p>\n<p>“I don’t think you should read too much regarding the broader market.”</p>\n<p>GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p>\n<p>U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p>\n<p>Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p>\n<p>Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p>\n<p>Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p>\n<p>The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p>\n<p>The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p>\n<p>Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p>\n<p>Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p>\n<p>Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p>\n<p>Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p>\n<p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks end lower ahead of inflation report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks end lower ahead of inflation report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","AEMD":"Aethlon Medical Inc",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581554974761635","authorId":"3581554974761635","name":"pinklover91","avatar":"https://static.tigerbbs.com/f9f446094931f34aa14cfad66e438f27","crmLevel":4,"crmLevelSwitch":1,"idStr":"3581554974761635","authorIdStr":"3581554974761635"},"content":"reply my comment please","text":"reply my comment please","html":"reply my comment please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970343859,"gmtCreate":1684037682372,"gmtModify":1684037687808,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"NIO is not a bad vehicle but not wanting to explore newer vision and stuck on the old or used strategies. What BYD did was real good in marketing.","listText":"NIO is not a bad vehicle but not wanting to explore newer vision and stuck on the old or used strategies. What BYD did was real good in marketing.","text":"NIO is not a bad vehicle but not wanting to explore newer vision and stuck on the old or used strategies. What BYD did was real good in marketing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970343859","repostId":"2335202640","repostType":2,"repost":{"id":"2335202640","kind":"highlight","pubTimestamp":1684029371,"share":"https://ttm.financial/m/news/2335202640?lang=&edition=fundamental","pubTime":"2023-05-14 09:56","market":"us","language":"en","title":"Nio Stock: Sell in May and Stay Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2335202640","media":"InvestorPlace","summary":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furt","content":"<html><head></head><body><ul><li><p><strong>Nio</strong> (<strong>NIO</strong>) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.</p></li><li><p>Furthermore, Nio’s April delivery numbers indicate slowing growth.</p></li><li><p>Investors shouldn’t buy NIO stock in May, and might even consider selling it.</p></li></ul><p>At first glance, China-based electric vehicle (EV) manufacturer <strong>Nio’s</strong> (NYSE: <strong>NIO</strong>) April delivery data might seem positive. Yet, it’s essential to dig into the numbers and put them in context before you think about buying NIO stock. Moreover, Nio’s stubborn refusal to budge on the issue of vehicle price cuts is probably a huge mistake.</p><p>Along with the company’s other issues and obstacles, Nio has to deal with fierce competition from rival EV maker <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>). This task will only be more difficult if Nio’s management isn’t flexible in its business strategy.</p><p>As Nio stays the course with a questionable business strategy, the automaker’s stakeholders might consider bailing. Otherwise, they could end up underwater on their investment in Nio during the month of May.</p><h2>Nio Won’t Slash Its EV Prices</h2><p>It’s no secret that the global economy isn’t running on all cylinders. Supply chain constraints, geopolitical tensions, sticky inflation, and recession anxiety continue to impact the fragile balance of supply and demand in the EV market.</p><p>Tesla responded to these issues with a well-documented series of price cuts. You may or may not like Tesla, but it’s hard to deny that lowering EV prices should make the company more competitive.</p><p>In stark contrast to Tesla, Nio CEO William Li declared, “For us, we will certainly not join the price war.” Li justified this statement by claiming that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.”</p><p>Tesla has many fans around the world, and they would very likely disagree with Li’s declaration of Nio’s superiority. Furthermore, Li just doesn’t seem to want to cater to value-seeking customers’ needs. Reportedly, Li asserted that Tesla’s “price reductions lower the EVs’ residual value. Such actions … are simply detrimental to customers.”</p><h2>NIO Stock Falls After Release of Delivery Numbers</h2><p>Financial traders watch closely for Nio’s vehicle delivery numbers, which are typically released on a monthly basis. As it turned out, Nio delivered 10,378 vehicles in March. Did the automaker show improvement in April, though?</p><p>Nio tried to spin its April delivery data as positive, but investors should look at the bigger picture. The company emphasized that its April EV deliveries rose 31.2% year over year. That’s not the whole story, though, as Nio’s 6,658 deliveries for April indicated a sharp slowdown compared to the deliveries in March.</p><p>Notably, NIO stock fell after Nio issued the press release. This is a clear sign that investors weren’t too impressed with the company’s results, as they surely discerned an alarming trend in the delivery data.</p><h2>NIO Stock Is a Sell in May</h2><p>It’s understandable if Nio’s investors insisted that Li should be more responsive and flexible concerning vehicle price reductions. There’s no clear indication, though, that the CEO will actually back down from his policy on price cuts.</p><p>Meanwhile, traders should be wary of Nio’s attempt to put a positive spin on its EV delivery data. So, at the end of the day, it’s wise to steer clear of NIO stock in May.</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>Nio Stock: Sell in May and Stay Away</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock: Sell in May and Stay Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-14 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in ...</p>\n\n<a href=\"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/05/nio-stock-sell-in-may-and-stay-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335202640","content_text":"Nio (NIO) refuses to reduce the price of its vehicles, which could turn out to be a big mistake.Furthermore, Nio’s April delivery numbers indicate slowing growth.Investors shouldn’t buy NIO stock in May, and might even consider selling it.At first glance, China-based electric vehicle (EV) manufacturer Nio’s (NYSE: NIO) April delivery data might seem positive. Yet, it’s essential to dig into the numbers and put them in context before you think about buying NIO stock. Moreover, Nio’s stubborn refusal to budge on the issue of vehicle price cuts is probably a huge mistake.Along with the company’s other issues and obstacles, Nio has to deal with fierce competition from rival EV maker Tesla (NASDAQ: TSLA). This task will only be more difficult if Nio’s management isn’t flexible in its business strategy.As Nio stays the course with a questionable business strategy, the automaker’s stakeholders might consider bailing. Otherwise, they could end up underwater on their investment in Nio during the month of May.Nio Won’t Slash Its EV PricesIt’s no secret that the global economy isn’t running on all cylinders. Supply chain constraints, geopolitical tensions, sticky inflation, and recession anxiety continue to impact the fragile balance of supply and demand in the EV market.Tesla responded to these issues with a well-documented series of price cuts. You may or may not like Tesla, but it’s hard to deny that lowering EV prices should make the company more competitive.In stark contrast to Tesla, Nio CEO William Li declared, “For us, we will certainly not join the price war.” Li justified this statement by claiming that Nio’s EVs “are superior to the Model 3 and Model Y in terms of design, technology and performance.”Tesla has many fans around the world, and they would very likely disagree with Li’s declaration of Nio’s superiority. Furthermore, Li just doesn’t seem to want to cater to value-seeking customers’ needs. Reportedly, Li asserted that Tesla’s “price reductions lower the EVs’ residual value. Such actions … are simply detrimental to customers.”NIO Stock Falls After Release of Delivery NumbersFinancial traders watch closely for Nio’s vehicle delivery numbers, which are typically released on a monthly basis. As it turned out, Nio delivered 10,378 vehicles in March. Did the automaker show improvement in April, though?Nio tried to spin its April delivery data as positive, but investors should look at the bigger picture. The company emphasized that its April EV deliveries rose 31.2% year over year. That’s not the whole story, though, as Nio’s 6,658 deliveries for April indicated a sharp slowdown compared to the deliveries in March.Notably, NIO stock fell after Nio issued the press release. This is a clear sign that investors weren’t too impressed with the company’s results, as they surely discerned an alarming trend in the delivery data.NIO Stock Is a Sell in MayIt’s understandable if Nio’s investors insisted that Li should be more responsive and flexible concerning vehicle price reductions. There’s no clear indication, though, that the CEO will actually back down from his policy on price cuts.Meanwhile, traders should be wary of Nio’s attempt to put a positive spin on its EV delivery data. So, at the end of the day, it’s wise to steer clear of NIO stock in May.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190369581,"gmtCreate":1620600568643,"gmtModify":1704345197945,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/190369581","repostId":"1106882084","repostType":4,"repost":{"id":"1106882084","kind":"news","pubTimestamp":1620451121,"share":"https://ttm.financial/m/news/1106882084?lang=&edition=fundamental","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106882084","media":"renaissancecap...","summary":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros","content":"<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance company<b>Enact Holdings</b>(ACT).</p>\n<p>The largest deal of the week,<b>Enact Holdings</b>(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.</p>\n<p>Cross-border e-commerce platform<b>Global-E Online</b>(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.</p>\n<p>Hearing care services provider<b>hear.com</b>(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.</p>\n<p>Brazilian customer experience platform<b>Zenvia</b>(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.</p>\n<p>Israeli web analytics provider<b>Similarweb</b>(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.</p>\n<p>Online hydroponic equipment supplier<b>iPower</b>(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.</p>\n<p>Canadian cannabis products developer<b>Flora Growth</b>(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.</p>\n<p><img src=\"https://static.tigerbbs.com/57e90b667064a33ea39693340582c44c\" tg-width=\"1064\" tg-height=\"646\"></p>","source":"lsy1619493174116","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 IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO 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\">\nUS IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106882084","content_text":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.\nCross-border e-commerce platformGlobal-E Online(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.\nHearing care services providerhear.com(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.\nBrazilian customer experience platformZenvia(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.\nIsraeli web analytics providerSimilarweb(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.\nOnline hydroponic equipment supplieriPower(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.\nCanadian cannabis products developerFlora Growth(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569721400044726","authorId":"3569721400044726","name":"MrOh","avatar":"https://static.tigerbbs.com/975622ef69279a1291fb06bc96b8da96","crmLevel":2,"crmLevelSwitch":0,"idStr":"3569721400044726","authorIdStr":"3569721400044726"},"content":"done and like","text":"done and like","html":"done and like"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860439987,"gmtCreate":1632195858949,"gmtModify":1676530722874,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"That's a good news for market to go higher high","listText":"That's a good news for market to go higher high","text":"That's a good news for market to go higher high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/860439987","repostId":"2169681424","repostType":4,"repost":{"id":"2169681424","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1632178073,"share":"https://ttm.financial/m/news/2169681424?lang=&edition=fundamental","pubTime":"2021-09-21 06:47","market":"us","language":"en","title":"Wall Street ends sharply lower in broad sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2169681424","media":"Reuters","summary":"* All eyes on Fed's policy meeting later this week\n* Indexes: Dow down 1.8%, S&P 500 down 1.7%, Nasd","content":"<p>* All eyes on Fed's policy meeting later this week</p>\n<p>* Indexes: Dow down 1.8%, S&amp;P 500 down 1.7%, Nasdaq down 2.2%</p>\n<p>NEW YORK, Sept 20 (Reuters) - Wall Street fell in a broad sell-off on Monday, with the S&amp;P 500 and Nasdaq suffering their biggest daily percentage drops since May.</p>\n<p>The Nasdaq also hit its lowest level in about a month, but indexes pared losses just before the close to end well off their lows of the session. The Nasdaq was down more than 3% during the day.</p>\n<p>Microsoft Corp, Alphabet Inc, Amazon.com Inc, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Tesla Inc were among the biggest drags on the Nasdaq and the S&amp;P 500.</p>\n<p>All 11 major S&amp;P 500 sectors were lower, with economically sensitive groups like energy, which fell 3%, down the most. Defensive sectors including utilities were down the least.</p>\n<p>Investors also were nervous ahead of the Federal Reserve's policy meeting this week.</p>\n<p>The banking sub-index dropped 2.9% while U.S. Treasury prices rose.</p>\n<p>Wednesday will bring the results of the Fed's policy meeting, where the central bank is expected to lay the groundwork for a tapering, although the consensus is for an actual announcement to be delayed until the November or December meetings.</p>\n<p>The Dow Jones Industrial Average fell 614.41 points, or 1.78%, to 33,970.47, the S&amp;P 500 lost 75.26 points, or 1.70%, to 4,357.73 and the Nasdaq Composite dropped 330.07 points, or 2.19%, to 14,713.90.</p>\n<p>The Dow registered its biggest daily percentage drop since July, while the CBOE volatility index, known as Wall Street's fear gauge, rose.</p>\n<p>The S&amp;P 500 is now down about 4% from its Sept. 2 record high close.</p>\n<p>Strategists at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> said they expected a 10% correction in the S&amp;P 500 as the Fed starts to unwind its monetary support, adding that signs of stalling economic growth could deepen it to 20%.</p>\n<p>Most airline carriers ended higher after the United States announced it will relax travel restrictions in November on passengers from China, India, Britain and many other European countries who have received COVID-19 vaccines.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 5.40-to-1 ratio; on Nasdaq, a 4.66-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted no new 52-week highs and three new lows; the Nasdaq Composite recorded 23 new highs and 193 new lows.</p>\n<p>Volume on U.S. exchanges was 12.24 billion shares, compared with the 9.89 billion average for the full session over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends sharply lower in broad sell-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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends sharply lower in broad sell-off\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\">2021-09-21 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* All eyes on Fed's policy meeting later this week</p>\n<p>* Indexes: Dow down 1.8%, S&amp;P 500 down 1.7%, Nasdaq down 2.2%</p>\n<p>NEW YORK, Sept 20 (Reuters) - Wall Street fell in a broad sell-off on Monday, with the S&amp;P 500 and Nasdaq suffering their biggest daily percentage drops since May.</p>\n<p>The Nasdaq also hit its lowest level in about a month, but indexes pared losses just before the close to end well off their lows of the session. The Nasdaq was down more than 3% during the day.</p>\n<p>Microsoft Corp, Alphabet Inc, Amazon.com Inc, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Tesla Inc were among the biggest drags on the Nasdaq and the S&amp;P 500.</p>\n<p>All 11 major S&amp;P 500 sectors were lower, with economically sensitive groups like energy, which fell 3%, down the most. Defensive sectors including utilities were down the least.</p>\n<p>Investors also were nervous ahead of the Federal Reserve's policy meeting this week.</p>\n<p>The banking sub-index dropped 2.9% while U.S. Treasury prices rose.</p>\n<p>Wednesday will bring the results of the Fed's policy meeting, where the central bank is expected to lay the groundwork for a tapering, although the consensus is for an actual announcement to be delayed until the November or December meetings.</p>\n<p>The Dow Jones Industrial Average fell 614.41 points, or 1.78%, to 33,970.47, the S&amp;P 500 lost 75.26 points, or 1.70%, to 4,357.73 and the Nasdaq Composite dropped 330.07 points, or 2.19%, to 14,713.90.</p>\n<p>The Dow registered its biggest daily percentage drop since July, while the CBOE volatility index, known as Wall Street's fear gauge, rose.</p>\n<p>The S&amp;P 500 is now down about 4% from its Sept. 2 record high close.</p>\n<p>Strategists at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> said they expected a 10% correction in the S&amp;P 500 as the Fed starts to unwind its monetary support, adding that signs of stalling economic growth could deepen it to 20%.</p>\n<p>Most airline carriers ended higher after the United States announced it will relax travel restrictions in November on passengers from China, India, Britain and many other European countries who have received COVID-19 vaccines.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 5.40-to-1 ratio; on Nasdaq, a 4.66-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted no new 52-week highs and three new lows; the Nasdaq Composite recorded 23 new highs and 193 new lows.</p>\n<p>Volume on U.S. exchanges was 12.24 billion shares, compared with the 9.89 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169681424","content_text":"* All eyes on Fed's policy meeting later this week\n* Indexes: Dow down 1.8%, S&P 500 down 1.7%, Nasdaq down 2.2%\nNEW YORK, Sept 20 (Reuters) - Wall Street fell in a broad sell-off on Monday, with the S&P 500 and Nasdaq suffering their biggest daily percentage drops since May.\nThe Nasdaq also hit its lowest level in about a month, but indexes pared losses just before the close to end well off their lows of the session. The Nasdaq was down more than 3% during the day.\nMicrosoft Corp, Alphabet Inc, Amazon.com Inc, Apple Inc, Facebook Inc and Tesla Inc were among the biggest drags on the Nasdaq and the S&P 500.\nAll 11 major S&P 500 sectors were lower, with economically sensitive groups like energy, which fell 3%, down the most. Defensive sectors including utilities were down the least.\nInvestors also were nervous ahead of the Federal Reserve's policy meeting this week.\nThe banking sub-index dropped 2.9% while U.S. Treasury prices rose.\nWednesday will bring the results of the Fed's policy meeting, where the central bank is expected to lay the groundwork for a tapering, although the consensus is for an actual announcement to be delayed until the November or December meetings.\nThe Dow Jones Industrial Average fell 614.41 points, or 1.78%, to 33,970.47, the S&P 500 lost 75.26 points, or 1.70%, to 4,357.73 and the Nasdaq Composite dropped 330.07 points, or 2.19%, to 14,713.90.\nThe Dow registered its biggest daily percentage drop since July, while the CBOE volatility index, known as Wall Street's fear gauge, rose.\nThe S&P 500 is now down about 4% from its Sept. 2 record high close.\nStrategists at Morgan Stanley said they expected a 10% correction in the S&P 500 as the Fed starts to unwind its monetary support, adding that signs of stalling economic growth could deepen it to 20%.\nMost airline carriers ended higher after the United States announced it will relax travel restrictions in November on passengers from China, India, Britain and many other European countries who have received COVID-19 vaccines.\nDeclining issues outnumbered advancing ones on the NYSE by a 5.40-to-1 ratio; on Nasdaq, a 4.66-to-1 ratio favored decliners.\nThe S&P 500 posted no new 52-week highs and three new lows; the Nasdaq Composite recorded 23 new highs and 193 new lows.\nVolume on U.S. exchanges was 12.24 billion shares, compared with the 9.89 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"content":"Nvidia next after retracement","text":"Nvidia next after retracement","html":"Nvidia next after retracement"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168810216,"gmtCreate":1623970936635,"gmtModify":1703824817378,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALT\">$Altimmune, Inc.(ALT)$</a>gonna be a star soon","listText":"<a href=\"https://laohu8.com/S/ALT\">$Altimmune, Inc.(ALT)$</a>gonna be a star soon","text":"$Altimmune, Inc.(ALT)$gonna be a star soon","images":[{"img":"https://static.tigerbbs.com/114b55e0ef8c1650d8e79564a363e68c","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168810216","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":192560832,"gmtCreate":1621216488626,"gmtModify":1704354055701,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Good info. Sell on news for rebound up","listText":"Good info. Sell on news for rebound up","text":"Good info. Sell on news for rebound up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/192560832","repostId":"2135984810","repostType":4,"repost":{"id":"2135984810","kind":"news","pubTimestamp":1621206955,"share":"https://ttm.financial/m/news/2135984810?lang=&edition=fundamental","pubTime":"2021-05-17 07:15","market":"us","language":"en","title":"Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2135984810","media":"FX Empire","summary":"HOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home D","content":"<ul><li>Monday (May 17)</li><li>Tuesday (May 18)</li><li>Wednesday (May 19)</li><li>Thursday (May 20)</li><li>Friday (May 21)</li></ul><p><img src=\"https://static.tigerbbs.com/a1dc301411304347b3baff938af25111\" tg-width=\"1484\" tg-height=\"876\" referrerpolicy=\"no-referrer\"></p><p>Earnings Calendar For The Week Of May 17</p><h2>Monday (May 17)</h2><table width=\"406\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"238\">Dominion Midstream Partners</td><td width=\"104\">-$0.10</td></tr><tr><td width=\"64\"><u>RYAAY</u></td><td width=\"238\">Ryanair</td><td width=\"104\">-$2.04</td></tr></tbody></table><h2>Tuesday (May 18)</h2><p><b>IN THE SPOTLIGHT: HOME DEPOT, WALMART</b></p><p><b>HOME DEPOT</b>: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.</p><p>The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.</p><p>The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.</p><p>“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&amp;A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&amp;A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><p>“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”</p><p><b>WALMART</b>: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.</p><p>However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.</p><p>“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&amp;A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health &amp; Wellness +HSD, and General Merchandise +MSD.”</p><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>HD</u></td><td width=\"238\">Home Depot</td><td width=\"123\">$3.06</td></tr><tr><td width=\"64\"><u>WMT</u></td><td width=\"238\">Walmart</td><td width=\"123\">$1.21</td></tr><tr><td width=\"64\"><u>SE</u></td><td width=\"238\">Spectra Energy</td><td width=\"123\">-$0.45</td></tr><tr><td width=\"64\"><u>NTES</u></td><td width=\"238\">NetEase</td><td width=\"123\">$6.35</td></tr><tr><td width=\"64\"><u>BZUN</u></td><td width=\"238\">Buzzi Unicem RSP</td><td width=\"123\">$0.60</td></tr><tr><td width=\"64\"><u>M</u></td><td width=\"238\">Macy’s</td><td width=\"123\">-$0.39</td></tr><tr><td width=\"64\"><u>DQ</u></td><td width=\"238\">Daqo New Energy</td><td width=\"123\">$1.18</td></tr><tr><td width=\"64\"><u>BIDU</u></td><td width=\"238\">Baidu</td><td width=\"123\">$10.63</td></tr><tr><td width=\"64\"><u>KC</u></td><td width=\"238\">Kutcho Copper</td><td width=\"123\">-$0.16</td></tr><tr><td width=\"64\"><u>STE</u></td><td width=\"238\">Steris</td><td width=\"123\">$1.79</td></tr><tr><td width=\"64\"><u>TTWO</u></td><td width=\"238\">Take <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software</td><td width=\"123\">$0.68</td></tr><tr><td width=\"64\"><u>TCOM</u></td><td width=\"238\">Trip.com Group Ltd</td><td width=\"123\">-$2.05</td></tr><tr><td width=\"64\"><u>JHX</u></td><td width=\"238\">James Hardie Industries</td><td width=\"123\">$0.29</td></tr><tr><td width=\"64\"><u>TTM</u></td><td width=\"238\">Tata Motors</td><td width=\"123\">$0.47</td></tr><tr><td width=\"64\"><u>MBT</u></td><td width=\"238\">Mobile TeleSystems OJSC</td><td width=\"123\">$19.37</td></tr><tr><td width=\"64\"><u>AAP</u></td><td width=\"238\">Advance Auto Parts</td><td width=\"123\">$3.08</td></tr><tr><td width=\"64\"><u>DY</u></td><td width=\"238\">Dycom Industries</td><td width=\"123\">$0.13</td></tr><tr><td width=\"64\"><u>ASND</u></td><td width=\"238\">Ascendant Resources</td><td width=\"123\">-$2.06</td></tr></tbody></table><h2>Wednesday (May 19)</h2><p><b>IN THE SPOTLIGHT: TARGET CORP</b></p><p>Target, <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.</p><p>Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.</p><p>“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”</p><table width=\"453\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>VIPS</u></td><td width=\"285\">Vipshop</td><td width=\"104\">$2.19</td></tr><tr><td width=\"64\"><u>JD</u></td><td width=\"285\">JD.com</td><td width=\"104\">$2.29</td></tr><tr><td width=\"64\"><u>LOW</u></td><td width=\"285\">Lowe’s Companies</td><td width=\"104\">$2.59</td></tr><tr><td width=\"64\"><u>CAE</u></td><td width=\"285\">Cae USA</td><td width=\"104\">$0.16</td></tr><tr><td width=\"64\"><u>ADI</u></td><td width=\"285\">Analog Devices</td><td width=\"104\">$1.45</td></tr><tr><td width=\"64\"><u>TGT</u></td><td width=\"285\">Target</td><td width=\"104\">$2.16</td></tr><tr><td width=\"64\"><u>TJX</u></td><td width=\"285\">TJX Companies</td><td width=\"104\">$0.30</td></tr><tr><td width=\"64\"><u>EXP</u></td><td width=\"285\">Eagle Materials</td><td width=\"104\">$1.23</td></tr><tr><td width=\"64\"><u>RXN</u></td><td width=\"285\"><a href=\"https://laohu8.com/S/RXN\">Rexnord</a></td><td width=\"104\">$0.45</td></tr><tr><td width=\"64\"><u>KEYS</u></td><td width=\"285\">Keysight Technologies</td><td width=\"104\">$1.33</td></tr><tr><td width=\"64\"><u>CSCO</u></td><td width=\"285\">Cisco Systems</td><td width=\"104\">$0.82</td></tr><tr><td width=\"64\"><u>LB</u></td><td width=\"285\">L Brands</td><td width=\"104\">$1.15</td></tr><tr><td width=\"64\"><u>SNPS</u></td><td width=\"285\">Synopsys</td><td width=\"104\">$1.53</td></tr><tr><td width=\"64\"><u>SQM</u></td><td width=\"285\">Sociedad Quimica Y Minera De Chile</td><td width=\"104\">$0.25</td></tr><tr><td width=\"64\"><u>YY</u></td><td width=\"285\">YY</td><td width=\"104\">-$0.39</td></tr><tr><td width=\"64\"><u>CPRT</u></td><td width=\"285\">Copart</td><td width=\"104\">$0.80</td></tr><tr><td width=\"64\"><u>OMVJF</u></td><td width=\"285\">OMV</td><td width=\"104\">$0.97</td></tr></tbody></table><h2>Thursday (May 20)</h2><table width=\"444\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"142\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MNRO</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/MNRO\">Monro Muffler Brake</a></td><td width=\"142\">$0.29</td></tr><tr><td width=\"64\"><u>KSS</u></td><td width=\"238\">Kohl’s</td><td width=\"142\">$0.06</td></tr><tr><td width=\"64\"><u>BRC</u></td><td width=\"238\">Brady</td><td width=\"142\">$0.65</td></tr><tr><td width=\"64\"><u>RL</u></td><td width=\"238\">Ralph Lauren</td><td width=\"142\">-$0.75</td></tr><tr><td width=\"64\"><u>HRL</u></td><td width=\"238\">Hormel Foods</td><td width=\"142\">$0.41</td></tr><tr><td width=\"64\"><u>BJ</u></td><td width=\"238\">BJs Wholesale Club Holdings Inc</td><td width=\"142\">$0.56</td></tr><tr><td width=\"64\"><u>PANW</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></td><td width=\"142\">$1.28</td></tr><tr><td width=\"64\"><u>ROST</u></td><td width=\"238\">Ross Stores</td><td width=\"142\">$0.88</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"238\">Flowers Foods</td><td width=\"142\">$0.40</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"238\">Applied Materials</td><td width=\"142\">$1.51</td></tr><tr><td width=\"64\"><u>DECK</u></td><td width=\"238\">Deckers Outdoor</td><td width=\"142\">$0.67</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"238\">Tencent</td><td width=\"142\">$0.54</td></tr><tr><td width=\"64\"><u>TBLMY</u></td><td width=\"238\">Tiger Brands Ltd PK</td><td width=\"142\">$0.34</td></tr></tbody></table><h2>Friday (May 21)</h2><p><b>IN THE SPOTLIGHT: DEERE &amp; COMPANY</b></p><p>Deere &amp; Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.</p><p>Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.</p><p>“Deere &amp; Company (DE) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.</p><p>“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”</p><table width=\"368\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"191\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>ROLL</u></td><td width=\"191\">Rbc Bearings</td><td width=\"113\">$1.05</td></tr><tr><td width=\"64\"><u>DE</u></td><td width=\"191\">Deere &amp; Company</td><td width=\"113\">$4.49</td></tr><tr><td width=\"64\"><u>BKE</u></td><td width=\"191\">Buckle</td><td width=\"113\">$0.29</td></tr><tr><td width=\"64\"><u>BAH</u></td><td width=\"191\">Booz Allen Hamilton</td><td width=\"113\">$0.84</td></tr><tr><td width=\"64\"><u>VFC</u></td><td width=\"191\">VF</td><td width=\"113\">$0.28</td></tr><tr><td width=\"64\"><u>FL</u></td><td width=\"191\">Foot Locker</td><td width=\"113\">$1.06</td></tr></tbody></table>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nEarnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","TGT":"塔吉特","WMT":"沃尔玛","HBCP":"Home合众银行","DE":"迪尔股份有限公司"},"source_url":"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2135984810","content_text":"Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10RYAAYRyanair-$2.04Tuesday (May 18)IN THE SPOTLIGHT: HOME DEPOT, WALMARTHOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at Morgan Stanley.“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”WALMART: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health & Wellness +HSD, and General Merchandise +MSD.”TickerCompanyEPS ForecastHDHome Depot$3.06WMTWalmart$1.21SESpectra Energy-$0.45NTESNetEase$6.35BZUNBuzzi Unicem RSP$0.60MMacy’s-$0.39DQDaqo New Energy$1.18BIDUBaidu$10.63KCKutcho Copper-$0.16STESteris$1.79TTWOTake Two Interactive Software$0.68TCOMTrip.com Group Ltd-$2.05JHXJames Hardie Industries$0.29TTMTata Motors$0.47MBTMobile TeleSystems OJSC$19.37AAPAdvance Auto Parts$3.08DYDycom Industries$0.13ASNDAscendant Resources-$2.06Wednesday (May 19)IN THE SPOTLIGHT: TARGET CORPTarget, one of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”TickerCompanyEPS ForecastVIPSVipshop$2.19JDJD.com$2.29LOWLowe’s Companies$2.59CAECae USA$0.16ADIAnalog Devices$1.45TGTTarget$2.16TJXTJX Companies$0.30EXPEagle Materials$1.23RXNRexnord$0.45KEYSKeysight Technologies$1.33CSCOCisco Systems$0.82LBL Brands$1.15SNPSSynopsys$1.53SQMSociedad Quimica Y Minera De Chile$0.25YYYY-$0.39CPRTCopart$0.80OMVJFOMV$0.97Thursday (May 20)TickerCompanyEPS ForecastMNROMonro Muffler Brake$0.29KSSKohl’s$0.06BRCBrady$0.65RLRalph Lauren-$0.75HRLHormel Foods$0.41BJBJs Wholesale Club Holdings Inc$0.56PANWPalo Alto Networks$1.28ROSTRoss Stores$0.88FLOFlowers Foods$0.40AMATApplied Materials$1.51DECKDeckers Outdoor$0.67TCEHYTencent$0.54TBLMYTiger Brands Ltd PK$0.34Friday (May 21)IN THE SPOTLIGHT: DEERE & COMPANYDeere & Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.“Deere & Company (DE) is one of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”TickerCompanyEPS ForecastROLLRbc Bearings$1.05DEDeere & Company$4.49BKEBuckle$0.29BAHBooz Allen Hamilton$0.84VFCVF$0.28FLFoot Locker$1.06","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571893886885807","authorId":"3571893886885807","name":"jaswsf","avatar":"https://static.tigerbbs.com/ed600b3aaba5cb409e893412ae0ee2a9","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571893886885807","authorIdStr":"3571893886885807"},"content":"[Call] [USD]","text":"[Call] [USD]","html":"[Call] [USD]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191459777,"gmtCreate":1620901839299,"gmtModify":1704350143448,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Bears will be around for 5 weeks","listText":"Bears will be around for 5 weeks","text":"Bears will be around for 5 weeks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/191459777","repostId":"1182877825","repostType":4,"repost":{"id":"1182877825","kind":"news","pubTimestamp":1620900565,"share":"https://ttm.financial/m/news/1182877825?lang=&edition=fundamental","pubTime":"2021-05-13 18:09","market":"us","language":"en","title":"Opinion: The bears control the market now but it will be hard for them to hold it","url":"https://stock-news.laohu8.com/highlight/detail?id=1182877825","media":"MarketWatch","summary":"This S&P 500 pullback is unlikely to be very deep.The stock market’s bears finally have broken throu","content":"<blockquote>This S&amp;P 500 pullback is unlikely to be very deep.</blockquote><p>The stock market’s bears finally have broken through and several factors have combined to spark this setback in stock prices.</p><p>First, retail investors are losing interest in stocks. &nbsp;Remember the retail frenzy as the Reddit crowd whipped up enthusiasm for meme stocks? Remember how flash mobs drove up selected issues with call-option buying which forced market-makers to hedge by buying the underlying stocks?</p><p>That’s mostly gone. In the short run, there was a lot of hand-wringing about the call buying as a sign of excessive speculation. My longer-term view is a rising equity call/put ratio is a sign of bullish momentum and rising call/put ratios were coincidental with equity bull phases. In the past, a decline of the 50-day moving average (dma) of the call/put ratio below the 200-day moving average has signaled pauses in bullish advances in the past.</p><p>Bad news from overseas on the pandemic front may have also contributed to the risk-off tone. Taiwan announced limits on crowds, following Singapore’s move to restrict foreign workers, in a wave of new restrictions in Asian countries trying to stamp out small outbreaks after months of keeping COVID-19 contained.</p><p>The new curbs prompted fears that economic growth could stall out, which led to stock selloffs in both countries this week. Low vaccination rates as well are contributing to concerns that their populations could be vulnerable if faster-spreading variants take hold.</p><p>The burst of stock-market gains and push to new highs early on Monday was reversed during the session, causing a spike in the number of stocks suffering a buying climax. This is triggered when a stock hits a 52-week high then reverses to close below the prior day’s close, potentially a sign of exhaustion among buyers.</p><p>Our Backtest Engine shows that this is the sixth-largest number of climaxes in a single day since the inception of the SPDR S&amp;P 500 ETF TrustSPY,-2.12%.Every time more than 95 stocks suffered a buying climax, the S&amp;P 500SPX,-2.14%showed a loss over the next one-to-two months. There were few losses over the next six-12 months, and they were relatively small.</p><p>Equally disturbing is the performance of the bellwether growth-cyclical PHLX Semiconductor IndexSOX,-4.20%.This index has now violated both absolute- and relative rising trend lines that stretched back a year.</p><p>Putting it all together, these are all signs that the bears are taking control of the tape.</p><p><b>Where’s the bottom?</b></p><p>This S&amp;P 500 pullback is unlikely to be very deep. A logical support level is the 50-day moving average, at about 4050, which represents a peak-to-trough downside risk of -4.4% and just 1% down from current levels.</p><p>Some of my bottoming indicators are already starting to come into place. The five-day RSI is flashing an oversold reading, which is the first sign of a bottoming process. The CBOE Volatility IndexVIX,-1.01%(VIX) has spiked above its upper Bollinger Band, which is also a short-term oversold indicator for the stock market.</p><p><img src=\"https://static.tigerbbs.com/0da531d0b7f12f393c10e69f925f9e69\" tg-width=\"1260\" tg-height=\"1346\" referrerpolicy=\"no-referrer\"></p><p>However, the term structure of the VIX is not inverted, indicating fear. Markets need panic to set in for a durable bottom to be made. As well, the NYSE McClellan Oscillator (NYMO) has not flashed an oversold condition yet.</p><p>While the S&amp;P 500 is holding up relatively well and being supported by the relative strength of value stocks, growth stocks show considerably more downside risk. Despite violating its 50-day moving average and violating an important relative support zone, the NASDAQ 100NDX,-2.62%is not showing any signs of a durable bottom ahead. The percentage of Nasdaq stocks above their 50-day moving average is not oversold, and neither is the NASDAQ McClellan Oscillator (NAMO). The most logical support level for NASDAQ 100 is the 200-day moving average at about 12,500.</p><p><img src=\"https://static.tigerbbs.com/f833eb8fa046378880796cb39492f08f\" tg-width=\"1260\" tg-height=\"1431\" referrerpolicy=\"no-referrer\"></p><p>The market was already oversold as of Tuesday’s close. Wednesday’s skid will undoubtedly stretch short-term readings further. In all likelihood, the market will bounce on Thursday, but how it holds the strength will be a test for both bulls and bears in the coming days. The primary trend is still up, and the risk/reward of trying to profit from a countertrend correction in a bull market is unfavorable.</p><p><img src=\"https://static.tigerbbs.com/5e54f14e263a6a2144f5f1e421b87122\" tg-width=\"1260\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p><p><i>Cam Hui writes the investment blogHumble Student of the Markets. He is a former equity portfolio manager and sell-side analyst.</i></p>","source":"lsy1603348471595","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>Opinion: The bears control the market now but it will be hard for them to hold it</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpinion: The bears control the market now but it will be hard for them to hold it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 18:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-bears-control-the-market-now-but-it-will-be-hard-for-them-to-hold-it-11620867023?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This S&P 500 pullback is unlikely to be very deep.The stock market’s bears finally have broken through and several factors have combined to spark this setback in stock prices.First, retail investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-bears-control-the-market-now-but-it-will-be-hard-for-them-to-hold-it-11620867023?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-bears-control-the-market-now-but-it-will-be-hard-for-them-to-hold-it-11620867023?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182877825","content_text":"This S&P 500 pullback is unlikely to be very deep.The stock market’s bears finally have broken through and several factors have combined to spark this setback in stock prices.First, retail investors are losing interest in stocks.  Remember the retail frenzy as the Reddit crowd whipped up enthusiasm for meme stocks? Remember how flash mobs drove up selected issues with call-option buying which forced market-makers to hedge by buying the underlying stocks?That’s mostly gone. In the short run, there was a lot of hand-wringing about the call buying as a sign of excessive speculation. My longer-term view is a rising equity call/put ratio is a sign of bullish momentum and rising call/put ratios were coincidental with equity bull phases. In the past, a decline of the 50-day moving average (dma) of the call/put ratio below the 200-day moving average has signaled pauses in bullish advances in the past.Bad news from overseas on the pandemic front may have also contributed to the risk-off tone. Taiwan announced limits on crowds, following Singapore’s move to restrict foreign workers, in a wave of new restrictions in Asian countries trying to stamp out small outbreaks after months of keeping COVID-19 contained.The new curbs prompted fears that economic growth could stall out, which led to stock selloffs in both countries this week. Low vaccination rates as well are contributing to concerns that their populations could be vulnerable if faster-spreading variants take hold.The burst of stock-market gains and push to new highs early on Monday was reversed during the session, causing a spike in the number of stocks suffering a buying climax. This is triggered when a stock hits a 52-week high then reverses to close below the prior day’s close, potentially a sign of exhaustion among buyers.Our Backtest Engine shows that this is the sixth-largest number of climaxes in a single day since the inception of the SPDR S&P 500 ETF TrustSPY,-2.12%.Every time more than 95 stocks suffered a buying climax, the S&P 500SPX,-2.14%showed a loss over the next one-to-two months. There were few losses over the next six-12 months, and they were relatively small.Equally disturbing is the performance of the bellwether growth-cyclical PHLX Semiconductor IndexSOX,-4.20%.This index has now violated both absolute- and relative rising trend lines that stretched back a year.Putting it all together, these are all signs that the bears are taking control of the tape.Where’s the bottom?This S&P 500 pullback is unlikely to be very deep. A logical support level is the 50-day moving average, at about 4050, which represents a peak-to-trough downside risk of -4.4% and just 1% down from current levels.Some of my bottoming indicators are already starting to come into place. The five-day RSI is flashing an oversold reading, which is the first sign of a bottoming process. The CBOE Volatility IndexVIX,-1.01%(VIX) has spiked above its upper Bollinger Band, which is also a short-term oversold indicator for the stock market.However, the term structure of the VIX is not inverted, indicating fear. Markets need panic to set in for a durable bottom to be made. As well, the NYSE McClellan Oscillator (NYMO) has not flashed an oversold condition yet.While the S&P 500 is holding up relatively well and being supported by the relative strength of value stocks, growth stocks show considerably more downside risk. Despite violating its 50-day moving average and violating an important relative support zone, the NASDAQ 100NDX,-2.62%is not showing any signs of a durable bottom ahead. The percentage of Nasdaq stocks above their 50-day moving average is not oversold, and neither is the NASDAQ McClellan Oscillator (NAMO). The most logical support level for NASDAQ 100 is the 200-day moving average at about 12,500.The market was already oversold as of Tuesday’s close. Wednesday’s skid will undoubtedly stretch short-term readings further. In all likelihood, the market will bounce on Thursday, but how it holds the strength will be a test for both bulls and bears in the coming days. The primary trend is still up, and the risk/reward of trying to profit from a countertrend correction in a bull market is unfavorable.Cam Hui writes the investment blogHumble Student of the Markets. He is a former equity portfolio manager and sell-side analyst.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"content":"20% down or more will do","text":"20% down or more will do","html":"20% down or more will do"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124002298,"gmtCreate":1624702356114,"gmtModify":1703843891602,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Like and comments&nbsp;","listText":"Like and comments&nbsp;","text":"Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/124002298","repostId":"1112141657","repostType":4,"repost":{"id":"1112141657","kind":"news","pubTimestamp":1624674481,"share":"https://ttm.financial/m/news/1112141657?lang=&edition=fundamental","pubTime":"2021-06-26 10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p>\n<p>The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p>\n<p>The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p>\n<p>Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p>\n<p>Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p>\n<p>One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p>\n<p>Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p>\n<p>Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p>\n<p>Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p>\n<p>Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending</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 Stocks Could Have ‘Significant Upside’ From Infrastructure Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MTW":"马尼托沃克","MLM":"马丁-玛丽埃塔材料","URI":"联合租赁","VMC":"火神材料","TEX":"特雷克斯","OSK":"Oshkosh","CAT":"卡特彼勒","ROAD":"Construction Partners","DE":"迪尔股份有限公司","ASTE":"Astec实业"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883264187,"gmtCreate":1631245506249,"gmtModify":1676530507878,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/883264187","repostId":"2166345008","repostType":4,"repost":{"id":"2166345008","kind":"highlight","pubTimestamp":1631245597,"share":"https://ttm.financial/m/news/2166345008?lang=&edition=fundamental","pubTime":"2021-09-10 11:46","market":"us","language":"en","title":"3 Effective Strategies for Finding Value in Any Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2166345008","media":"Motley Fool","summary":"Whether the market is hot or not, these are some ways you can find good stocks to buy.","content":"<p>Are you struggling to find quality stocks to buy right now? With the market at around all-time highs, it isn't easy to find good investment options. The danger of buying shares of a soaring stock is that it could be at or near its peak. And if that happens, your return on the investment can be limited -- or negative -- even if the underlying business isn't bad.</p>\n<p>Below, I'll cover three effective strategies I've used to identify stocks that are potentially undervalued. Whether the market is red hot or struggling, they can be effective in either scenario.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f94e1247acad42c21ee75869932e8f10\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>1. Finding large gaps between trailing and forward earnings multiples</h2>\n<p>The price-to-earnings (P/E) ratio is a useful multiple that you can use to compare stocks. The problem is that even <a href=\"https://laohu8.com/S/AONE.U\">one</a> bad quarter can negatively impact this number. Whether it's a big acquisition or the coronavirus pandemic, a company's results can look significantly worse than they otherwise should. One way to find this type of discrepancy is by comparing the trailing P/E, which looks at a company's earnings over the past 12 months vs. its <i>forward&nbsp;</i>P/E, which factors in the earnings that analysts expect from the business over the next year.</p>\n<p>A stock that trades at a high trailing P/E but a low forward P/E is one that could be undervalued. With soft earnings numbers, its trailing P/E won't look so great. One stock that you can find using this approach is&nbsp;healthcare company&nbsp;<b>Merck</b> (NYSE:MRK). The stock's trailing P/E is over 35 but its forward P/E is less than 15. The drugmaker's revenue of $48 billion in 2020 was up just 2.4% from the previous year and net income of $7.1 billion declined by 28%.</p>\n<p>Management says that without the negative impacts of the pandemic (people have been forgoing regular care amid COVID-19 and even cancer diagnoses declined significantly last year), the growth rate for the top line would have been closer to 9%. Now, with vaccination rates increasing, there's hope that COVID-19 will be less of a disruptor in the future for the healthcare industry. And that's why Merck could be an intriguing option right now and a strong recovery play. In addition, with the recent spinoff of <b>Organon</b>, which focuses on women's health, Merck expects to benefit from operating efficiencies of $500 million this year and $1.5 billion in total over the next three years.</p>\n<p>Merck is an example of a company that may look overvalued right now but could be a much better buy over the next 12 months.</p>\n<h2>2. Using the Relative Strength Index to find oversold stocks</h2>\n<p>One technical indicator I use to find value is the Relative Strength Index (RSI). It looks at a stock's price movement (typically over the past 14 days) and compares its losses and gains over that time. As the losses significantly outweigh the gains, the number gets smaller. On a 0-100 scale, once it falls below 30, a stock is considered to be oversold. It is a momentum indicator that can be useful because it can identify a situation where investors have been overly bearish on a stock of late. It doesn't mean that every stock will turn around, but for pre-vetted companies on your watch list that fall into oversold territory, it can be a sign that now might be a good time to buy.</p>\n<p>Using this criteria, you can find a solid growth stock like beverage giant <b>The Boston Beer Company&nbsp;</b>(NYSE:SAM), which has fallen sharply since the release of second-quarter results in July when its numbers fell short of analyst expectations. The growth in its hard seltzer segment simply wasn't as strong as it was in the past, and investors may have been overreacting to what still is a promising investment. A number of analysts see the stock rising over 70% within the next two years.</p>\n<p>RSI isn't a surefire way to find a winning stock; some companies fall in value sharply for valid reasons and their businesses could be in trouble. But if you've already reviewed a company and know it is a quality investment, using RSI can be a way to help zero in on the right time to buy it as oftentimes negative press can weigh a stock down more than it should. For investors who can look past that, it may create an attractive buying opportunity.</p>\n<h2>3. Buying on bad news</h2>\n<p>Investing in a company that has been receiving negative press -- and is down as a result -- is another way you can find some value. It may end up leading to a stock that falls into oversold territory, but it's not always a steep enough decline to get there. Here again, context is important. If the negative press involves the company's core business and its outlook for the future, that could very well be a problem. But if the prospects for the business remain strong, it can be worth buying amid the controversy.</p>\n<p>One example here is <b>Trulieve Cannabis</b>, which is down sharply from its 52-week high. The maker of cannabis products has been struggling of late not because of poor results or even anything the business is doing wrong. Rather, shares have been tanking because the husband of the company's CEO was convicted on multiple charges. Even though there's no reason at this point to suggest Trulieve is in any trouble, the stock has still felt the effects of the negative press. For a cannabis company that is a major player in the growing marijuana industry, now could be a prime time to consider buying shares of the business.</p>\n<p>Bad news can appear concerning over the short term but a distant memory years later. In 2018, when a privacy scandal involving social media company <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b> and consulting firm Cambridge Analytica came out, investors could have bought shares of Facebook for around $150 in the days and weeks following the news. Today, the stock trades at more than double that price.</p>\n<p>The next time you see a negative headline on the news involving a business, consider whether it will impact its long-term growth prospects and ability to generate a profit. If it doesn't and the stock is down heavily because of the press, that could be a sign that it may be worth taking a contrarian stance on it and buying shares even as it falls in value. It may be a tough decision, but it's one that can pay off later.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Effective Strategies for Finding Value in Any Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Effective Strategies for Finding Value in Any Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/09/3-effective-strategies-for-finding-value-in-any-ma/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are you struggling to find quality stocks to buy right now? With the market at around all-time highs, it isn't easy to find good investment options. The danger of buying shares of a soaring stock is ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/09/3-effective-strategies-for-finding-value-in-any-ma/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.fool.com/investing/2021/09/09/3-effective-strategies-for-finding-value-in-any-ma/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166345008","content_text":"Are you struggling to find quality stocks to buy right now? With the market at around all-time highs, it isn't easy to find good investment options. The danger of buying shares of a soaring stock is that it could be at or near its peak. And if that happens, your return on the investment can be limited -- or negative -- even if the underlying business isn't bad.\nBelow, I'll cover three effective strategies I've used to identify stocks that are potentially undervalued. Whether the market is red hot or struggling, they can be effective in either scenario.\nImage source: Getty Images.\n1. Finding large gaps between trailing and forward earnings multiples\nThe price-to-earnings (P/E) ratio is a useful multiple that you can use to compare stocks. The problem is that even one bad quarter can negatively impact this number. Whether it's a big acquisition or the coronavirus pandemic, a company's results can look significantly worse than they otherwise should. One way to find this type of discrepancy is by comparing the trailing P/E, which looks at a company's earnings over the past 12 months vs. its forward P/E, which factors in the earnings that analysts expect from the business over the next year.\nA stock that trades at a high trailing P/E but a low forward P/E is one that could be undervalued. With soft earnings numbers, its trailing P/E won't look so great. One stock that you can find using this approach is healthcare company Merck (NYSE:MRK). The stock's trailing P/E is over 35 but its forward P/E is less than 15. The drugmaker's revenue of $48 billion in 2020 was up just 2.4% from the previous year and net income of $7.1 billion declined by 28%.\nManagement says that without the negative impacts of the pandemic (people have been forgoing regular care amid COVID-19 and even cancer diagnoses declined significantly last year), the growth rate for the top line would have been closer to 9%. Now, with vaccination rates increasing, there's hope that COVID-19 will be less of a disruptor in the future for the healthcare industry. And that's why Merck could be an intriguing option right now and a strong recovery play. In addition, with the recent spinoff of Organon, which focuses on women's health, Merck expects to benefit from operating efficiencies of $500 million this year and $1.5 billion in total over the next three years.\nMerck is an example of a company that may look overvalued right now but could be a much better buy over the next 12 months.\n2. Using the Relative Strength Index to find oversold stocks\nOne technical indicator I use to find value is the Relative Strength Index (RSI). It looks at a stock's price movement (typically over the past 14 days) and compares its losses and gains over that time. As the losses significantly outweigh the gains, the number gets smaller. On a 0-100 scale, once it falls below 30, a stock is considered to be oversold. It is a momentum indicator that can be useful because it can identify a situation where investors have been overly bearish on a stock of late. It doesn't mean that every stock will turn around, but for pre-vetted companies on your watch list that fall into oversold territory, it can be a sign that now might be a good time to buy.\nUsing this criteria, you can find a solid growth stock like beverage giant The Boston Beer Company (NYSE:SAM), which has fallen sharply since the release of second-quarter results in July when its numbers fell short of analyst expectations. The growth in its hard seltzer segment simply wasn't as strong as it was in the past, and investors may have been overreacting to what still is a promising investment. A number of analysts see the stock rising over 70% within the next two years.\nRSI isn't a surefire way to find a winning stock; some companies fall in value sharply for valid reasons and their businesses could be in trouble. But if you've already reviewed a company and know it is a quality investment, using RSI can be a way to help zero in on the right time to buy it as oftentimes negative press can weigh a stock down more than it should. For investors who can look past that, it may create an attractive buying opportunity.\n3. Buying on bad news\nInvesting in a company that has been receiving negative press -- and is down as a result -- is another way you can find some value. It may end up leading to a stock that falls into oversold territory, but it's not always a steep enough decline to get there. Here again, context is important. If the negative press involves the company's core business and its outlook for the future, that could very well be a problem. But if the prospects for the business remain strong, it can be worth buying amid the controversy.\nOne example here is Trulieve Cannabis, which is down sharply from its 52-week high. The maker of cannabis products has been struggling of late not because of poor results or even anything the business is doing wrong. Rather, shares have been tanking because the husband of the company's CEO was convicted on multiple charges. Even though there's no reason at this point to suggest Trulieve is in any trouble, the stock has still felt the effects of the negative press. For a cannabis company that is a major player in the growing marijuana industry, now could be a prime time to consider buying shares of the business.\nBad news can appear concerning over the short term but a distant memory years later. In 2018, when a privacy scandal involving social media company Facebook and consulting firm Cambridge Analytica came out, investors could have bought shares of Facebook for around $150 in the days and weeks following the news. Today, the stock trades at more than double that price.\nThe next time you see a negative headline on the news involving a business, consider whether it will impact its long-term growth prospects and ability to generate a profit. If it doesn't and the stock is down heavily because of the press, that could be a sign that it may be worth taking a contrarian stance on it and buying shares even as it falls in value. It may be a tough decision, but it's one that can pay off later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836959182,"gmtCreate":1629449027746,"gmtModify":1676530044830,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"U think someone to comes out new vaccine&nbsp;","listText":"U think someone to comes out new vaccine&nbsp;","text":"U think someone to comes out new vaccine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836959182","repostId":"1189046360","repostType":4,"repost":{"id":"1189046360","kind":"news","pubTimestamp":1629448332,"share":"https://ttm.financial/m/news/1189046360?lang=&edition=fundamental","pubTime":"2021-08-20 16:32","market":"us","language":"en","title":"Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect","url":"https://stock-news.laohu8.com/highlight/detail?id=1189046360","media":"Seeking Alpha","summary":"(Update: August 20, 2021 at 5:59 a.m. ET)\nThe federal health officials are investigating whether the","content":"<p><i><b>(Update: August 20, 2021 at 5:59 a.m. ET)</b></i></p>\n<p>The federal health officials are investigating whether the COVID-19 vaccine developed by <a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (NASDAQ:&nbsp;MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected,&nbsp;<i>The WashingtonPost</i>&nbsp;reported citing people familiar with the matter.</p>\n<p>The people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).</p>\n<p>The investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>&nbsp;(NYSE:&nbsp;PFE)&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (NASDAQ:&nbsp;BNTX), in males below the age of 30 or so in particular.</p>\n<p>The authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.</p>\n<li><p>In June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart&nbsp;inflammation following their administration.</p><p>Moderna&nbsp;sink&nbsp;over&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><img src=\"https://static.tigerbbs.com/e4e9a64ce0c6eb83275b67dbd3b00b4c\" tg-width=\"917\" tg-height=\"391\" width=\"100%\" height=\"auto\"></p></li>","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>Moderna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect</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\">\nModerna COVID-19 vaccine being probed in U.S. for higher-than-expected risk of side effect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3732568-moderna-covid-19-vaccine-being-probed-in-us-for-higher-than-expected-risk-of-side-effect><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Update: August 20, 2021 at 5:59 a.m. ET)\nThe federal health officials are investigating whether the COVID-19 vaccine developed by Moderna, Inc. (NASDAQ: MRNA)is linked to even a higher risk of a rare...</p>\n\n<a href=\"https://seekingalpha.com/news/3732568-moderna-covid-19-vaccine-being-probed-in-us-for-higher-than-expected-risk-of-side-effect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"https://seekingalpha.com/news/3732568-moderna-covid-19-vaccine-being-probed-in-us-for-higher-than-expected-risk-of-side-effect","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189046360","content_text":"(Update: August 20, 2021 at 5:59 a.m. ET)\nThe federal health officials are investigating whether the COVID-19 vaccine developed by Moderna, Inc. (NASDAQ: MRNA)is linked to even a higher risk of a rare side effect called myocarditis in younger adults than initially expected, The WashingtonPost reported citing people familiar with the matter.\nThe people have stressed that the side effect affecting the heart “probably” continues to be uncommon. The probe has involved the officials from the Food and Drug Administration (FDA) and the Centers for Disease Control and Prevention (CDC).\nThe investigation is reportedly focused on emerging data from Canada indicating that the vaccine carries a higher risk in the younger population than that from the rival COVID-19 shot from Pfizer (NYSE: PFE) and BioNTech SE (NASDAQ: BNTX), in males below the age of 30 or so in particular.\nThe authorities are trying to establish whether the U.S. data also suggest a higher risk from Moderna’s (MRNA) vaccine in the population.\nIn June, the FDA moved to update the fact sheets of Pfizer (PFE)/ BioNTech (BNTX) and Moderna (MRNA) vaccines to reflect the likelihood of rare cases of heart inflammation following their administration.Moderna sink over 2% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830983994,"gmtCreate":1629000543118,"gmtModify":1676529908208,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"All have different visions and all is a buy","listText":"All have different visions and all is a buy","text":"All have different visions and all is a buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830983994","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</p>","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, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157396339,"gmtCreate":1625563746821,"gmtModify":1703743822634,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Nice to pick up more.&nbsp;Like and comments&nbsp;","listText":"Nice to pick up more.&nbsp;Like and comments&nbsp;","text":"Nice to pick up more. Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157396339","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625236243,"share":"https://ttm.financial/m/news/1135486377?lang=&edition=fundamental","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV stocks slipped in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153342878,"gmtCreate":1625011586494,"gmtModify":1703849958233,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Nice. Like and comments&nbsp;","listText":"Nice. Like and comments&nbsp;","text":"Nice. Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/153342878","repostId":"2147343850","repostType":2,"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197200020,"gmtCreate":1621467184760,"gmtModify":1704357943267,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/197200020","repostId":"2136594667","repostType":4,"repost":{"id":"2136594667","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621458300,"share":"https://ttm.financial/m/news/2136594667?lang=&edition=fundamental","pubTime":"2021-05-20 05:05","market":"us","language":"en","title":"Cisco stock drops as higher costs amid chip shortage ding earnings outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2136594667","media":"Tiger Newspress","summary":"CEO Robbins says company has revised agreements with suppliers amid chip shortage\nCisco Systems Inc.","content":"<p>CEO Robbins says company has revised agreements with suppliers amid chip shortage</p>\n<p>Cisco Systems Inc. shares dropped in the extended session Wednesday as the company's earnings outlook fell short of Wall Street expectations because of higher costs from suppliers amid a global semiconductor shortage.</p>\n<p>Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> shares plunged 5.58% after hours, following a 0.9% decline in the regular session to close at $52.47.</p>\n<p><img src=\"https://static.tigerbbs.com/13a98228820f8f2570e812a7d9e1462f\" tg-width=\"1292\" tg-height=\"638\"></p>\n<p>The maker of network services, videoconferencing tools and security software forecast fiscal fourth-quarter earnings of 81 cents to 83 cents a share on a 6% to 8% year-over-year increase in revenue, or a range between $12.88 billion and $13.13 billion. Analysts surveyed by FactSet estimate 85 cents a share on revenue of $12.85 billion.</p>\n<p>On the call with analysts, Chuck Robbins, Cisco's chief executive and chairman, said the company was experiencing some of the strongest demand in nearly a decade but acknowledged the chip shortage played a factor.</p>\n<p>\"We're also seeing similar component shortage supply issues as our peers,\" Robbins said. \"The good news, and this is reflected in our guidance, is that we are confident we will work through this as we have already put in place revised arrangements with several of our key suppliers.\"</p>\n<p>\"On the supply-chain front, we continue to manage through the constraints seen industry-wide and continue to incur additional costs,\" said Scott Herren, Cisco's chief financial officer, on the call. Herren said those added costs are expected to push Cisco's adjusted gross margin to the 64% to 65% range, and that he expects supply shortages to continue until the end of 2021.</p>\n<p>Meanwhile, the company exceeded Wall Street expectations for the fiscal third quarter. The company reported net income of $2.86 billion, or 68 cents a share, compared with $2.77 billion, or 65 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 83 cents a share, compared with 79 cents a share in the year-ago period.</p>\n<p>Revenue rose to $12.8 billion from $11.98 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast 82 cents a share on revenue of $12.57 billion.</p>\n<p>For the third quarter, infrastructure sales rose 6% to $6.83 billion and applications sales rose 5% to $1.43 billion, while security sales gained 13% to $876 million from the year-ago period. Analysts had forecast infrastructure sales of $6.76 billion, applications sales of $1.44 billion and security sales of $859.9 million. Product sales gained 6% for $9.14 billion, compared with the Street's estimate of $9.06 billion, and services revenue rose 8% to $3.66 billion, while analysts expected $3.49 billion.</p>\n<p>Over the past 12 months, Cisco shares are up 17% as of Wednesday's close, compared with a 40% advance by the Dow Jones Industrial Average , of which Cisco is a component, a 40% rise by the S&amp;P 500 index and a 44% gain by the tech-heavy Nasdaq Composite Index .</p>","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>Cisco stock drops as higher costs amid chip shortage ding earnings outlook</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\">\nCisco stock drops as higher costs amid chip shortage ding earnings outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-20 05:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CEO Robbins says company has revised agreements with suppliers amid chip shortage</p>\n<p>Cisco Systems Inc. shares dropped in the extended session Wednesday as the company's earnings outlook fell short of Wall Street expectations because of higher costs from suppliers amid a global semiconductor shortage.</p>\n<p>Cisco <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a> shares plunged 5.58% after hours, following a 0.9% decline in the regular session to close at $52.47.</p>\n<p><img src=\"https://static.tigerbbs.com/13a98228820f8f2570e812a7d9e1462f\" tg-width=\"1292\" tg-height=\"638\"></p>\n<p>The maker of network services, videoconferencing tools and security software forecast fiscal fourth-quarter earnings of 81 cents to 83 cents a share on a 6% to 8% year-over-year increase in revenue, or a range between $12.88 billion and $13.13 billion. Analysts surveyed by FactSet estimate 85 cents a share on revenue of $12.85 billion.</p>\n<p>On the call with analysts, Chuck Robbins, Cisco's chief executive and chairman, said the company was experiencing some of the strongest demand in nearly a decade but acknowledged the chip shortage played a factor.</p>\n<p>\"We're also seeing similar component shortage supply issues as our peers,\" Robbins said. \"The good news, and this is reflected in our guidance, is that we are confident we will work through this as we have already put in place revised arrangements with several of our key suppliers.\"</p>\n<p>\"On the supply-chain front, we continue to manage through the constraints seen industry-wide and continue to incur additional costs,\" said Scott Herren, Cisco's chief financial officer, on the call. Herren said those added costs are expected to push Cisco's adjusted gross margin to the 64% to 65% range, and that he expects supply shortages to continue until the end of 2021.</p>\n<p>Meanwhile, the company exceeded Wall Street expectations for the fiscal third quarter. The company reported net income of $2.86 billion, or 68 cents a share, compared with $2.77 billion, or 65 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 83 cents a share, compared with 79 cents a share in the year-ago period.</p>\n<p>Revenue rose to $12.8 billion from $11.98 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast 82 cents a share on revenue of $12.57 billion.</p>\n<p>For the third quarter, infrastructure sales rose 6% to $6.83 billion and applications sales rose 5% to $1.43 billion, while security sales gained 13% to $876 million from the year-ago period. Analysts had forecast infrastructure sales of $6.76 billion, applications sales of $1.44 billion and security sales of $859.9 million. Product sales gained 6% for $9.14 billion, compared with the Street's estimate of $9.06 billion, and services revenue rose 8% to $3.66 billion, while analysts expected $3.49 billion.</p>\n<p>Over the past 12 months, Cisco shares are up 17% as of Wednesday's close, compared with a 40% advance by the Dow Jones Industrial Average , of which Cisco is a component, a 40% rise by the S&amp;P 500 index and a 44% gain by the tech-heavy Nasdaq Composite Index .</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSCO":"思科"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136594667","content_text":"CEO Robbins says company has revised agreements with suppliers amid chip shortage\nCisco Systems Inc. shares dropped in the extended session Wednesday as the company's earnings outlook fell short of Wall Street expectations because of higher costs from suppliers amid a global semiconductor shortage.\nCisco $(CSCO)$ shares plunged 5.58% after hours, following a 0.9% decline in the regular session to close at $52.47.\n\nThe maker of network services, videoconferencing tools and security software forecast fiscal fourth-quarter earnings of 81 cents to 83 cents a share on a 6% to 8% year-over-year increase in revenue, or a range between $12.88 billion and $13.13 billion. Analysts surveyed by FactSet estimate 85 cents a share on revenue of $12.85 billion.\nOn the call with analysts, Chuck Robbins, Cisco's chief executive and chairman, said the company was experiencing some of the strongest demand in nearly a decade but acknowledged the chip shortage played a factor.\n\"We're also seeing similar component shortage supply issues as our peers,\" Robbins said. \"The good news, and this is reflected in our guidance, is that we are confident we will work through this as we have already put in place revised arrangements with several of our key suppliers.\"\n\"On the supply-chain front, we continue to manage through the constraints seen industry-wide and continue to incur additional costs,\" said Scott Herren, Cisco's chief financial officer, on the call. Herren said those added costs are expected to push Cisco's adjusted gross margin to the 64% to 65% range, and that he expects supply shortages to continue until the end of 2021.\nMeanwhile, the company exceeded Wall Street expectations for the fiscal third quarter. The company reported net income of $2.86 billion, or 68 cents a share, compared with $2.77 billion, or 65 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were 83 cents a share, compared with 79 cents a share in the year-ago period.\nRevenue rose to $12.8 billion from $11.98 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast 82 cents a share on revenue of $12.57 billion.\nFor the third quarter, infrastructure sales rose 6% to $6.83 billion and applications sales rose 5% to $1.43 billion, while security sales gained 13% to $876 million from the year-ago period. Analysts had forecast infrastructure sales of $6.76 billion, applications sales of $1.44 billion and security sales of $859.9 million. Product sales gained 6% for $9.14 billion, compared with the Street's estimate of $9.06 billion, and services revenue rose 8% to $3.66 billion, while analysts expected $3.49 billion.\nOver the past 12 months, Cisco shares are up 17% as of Wednesday's close, compared with a 40% advance by the Dow Jones Industrial Average , of which Cisco is a component, a 40% rise by the S&P 500 index and a 44% gain by the tech-heavy Nasdaq Composite Index .","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103370702,"gmtCreate":1619751464106,"gmtModify":1704271856437,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Expected this quater to beat the street. Next is gonna hurt bad","listText":"Expected this quater to beat the street. Next is gonna hurt bad","text":"Expected this quater to beat the street. Next is gonna hurt bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/103370702","repostId":"1188611661","repostType":4,"repost":{"id":"1188611661","kind":"news","pubTimestamp":1619734487,"share":"https://ttm.financial/m/news/1188611661?lang=&edition=fundamental","pubTime":"2021-04-30 06:14","market":"us","language":"en","title":"Amazon sales surge 44% as it smashes earnings expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1188611661","media":"CNBC","summary":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company ","content":"<ul>\n <li>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.</li>\n <li>The company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.</li>\n</ul>\n<p>Amazonshares climbed more than 3.5% in extended trading Thursday after the company&nbsp;released&nbsp;its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/798d7f0536203d2ae33b543f4dabf204\" tg-width=\"1281\" tg-height=\"591\"></p>\n<p>Here’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:</p>\n<ul>\n <li><b>Earnings:</b>$15.79 per share vs. $9.54 per share expected</li>\n <li><b>Revenue:</b>$108.52 billion vs. $104.47 billion expected</li>\n</ul>\n<p>Few companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.</p>\n<p>Amazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.</p>\n<p>Crucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.</p>\n<p>When asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”</p>\n<p>Outside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.</p>\n<p>Amazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.</p>\n<p>Amazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.</p>\n<p>Physical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.</p>\n<p>During the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.</p>\n<p>As expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.</p>\n<p>AmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.</p>\n<p>Olsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.</p>","source":"lsy1609915699154","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon sales surge 44% as it smashes earnings expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon sales surge 44% as it smashes earnings expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 06:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188611661","content_text":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.\n\nAmazonshares climbed more than 3.5% in extended trading Thursday after the company released its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.\n\nHere’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:\n\nEarnings:$15.79 per share vs. $9.54 per share expected\nRevenue:$108.52 billion vs. $104.47 billion expected\n\nFew companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.\nAmazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.\nCrucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.\nWhen asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”\nOutside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.\nAmazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.\nAmazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.\nPhysical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.\nDuring the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.\nAs expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.\nAmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.\nOlsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007308514,"gmtCreate":1642761788050,"gmtModify":1676533743772,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Bad decision&nbsp;","listText":"Bad decision&nbsp;","text":"Bad decision","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007308514","repostId":"2205043537","repostType":4,"repost":{"id":"2205043537","kind":"news","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":1642758885,"share":"https://ttm.financial/m/news/2205043537?lang=&edition=fundamental","pubTime":"2022-01-21 17:54","market":"us","language":"en","title":"Singtel, Grab acquire minority stakes in Indonesian bank","url":"https://stock-news.laohu8.com/highlight/detail?id=2205043537","media":"Reuters","summary":"SINGAPORE, Jan 21 (Reuters) - Singapore Telecommunications , Southeast Asia's largest telecoms firm,","content":"<html><head></head><body><p>SINGAPORE, Jan 21 (Reuters) - Singapore Telecommunications , Southeast Asia&#39;s largest telecoms firm, and ridehailing-to-payments firm <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd, have each bought a 16.3% stake in PT Bank Fama International to pursue banking opportunities in Indonesia.</p><p>Indonesian conglomerate Elang Mahkota Teknologi Tbk (Emtek), the majority owner of the bank, said on Friday that it sold the stakes to units of Singtel and Grab to &#34;accelerate and expand business growth&#34; of Bank Fama.</p><p>In a statement to the Indonesian bourse, Emtek said that once the share issuance is completed, it will end up owning 62.76% in the bank, while another firm will own just under 5%.</p><p>Singtel and Grab are each paying 500 billion rupiah ($35 million) for their individual stakes. Emtek owns the stake in Banka Fama through a fully-owned unit.</p><p>Grab, Southeast Asia&#39;s biggest ridehailing and food delivery firm and operator of a fast-growing financial services business, confirmed it had bought a minority stake in Bank Fama.</p><p>Regional consumer tech groups are expanding in Indonesia, Southeast Asia&#39;s largest economy - home to more than 1,500 mostly rural banks operating across the vast archipelago of about 270 million people.</p><p>Sea&#39;s e-commerce arm Shopee bought a bank last year, while payments and ridehailing group Gojek bought a stake in Bank Jago.</p><p>Earlier on Friday, Singtel said one of its wholly owned subsidiaries had acquired 2.4 billion new shares in Bank Fama, for $35 million.</p><p>Singtel, which has been expanding outside its traditional telco business, has a digital banking joint venture in Singapore with Grab. The joint venture has also applied for a digital banking licence in Malaysia.</p><p>($1 = 14,335.0000 rupiah)</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>Singtel, Grab acquire minority stakes in Indonesian bank</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\">\nSingtel, Grab acquire minority stakes in Indonesian bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-21 17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, Jan 21 (Reuters) - Singapore Telecommunications , Southeast Asia&#39;s largest telecoms firm, and ridehailing-to-payments firm <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd, have each bought a 16.3% stake in PT Bank Fama International to pursue banking opportunities in Indonesia.</p><p>Indonesian conglomerate Elang Mahkota Teknologi Tbk (Emtek), the majority owner of the bank, said on Friday that it sold the stakes to units of Singtel and Grab to &#34;accelerate and expand business growth&#34; of Bank Fama.</p><p>In a statement to the Indonesian bourse, Emtek said that once the share issuance is completed, it will end up owning 62.76% in the bank, while another firm will own just under 5%.</p><p>Singtel and Grab are each paying 500 billion rupiah ($35 million) for their individual stakes. Emtek owns the stake in Banka Fama through a fully-owned unit.</p><p>Grab, Southeast Asia&#39;s biggest ridehailing and food delivery firm and operator of a fast-growing financial services business, confirmed it had bought a minority stake in Bank Fama.</p><p>Regional consumer tech groups are expanding in Indonesia, Southeast Asia&#39;s largest economy - home to more than 1,500 mostly rural banks operating across the vast archipelago of about 270 million people.</p><p>Sea&#39;s e-commerce arm Shopee bought a bank last year, while payments and ridehailing group Gojek bought a stake in Bank Jago.</p><p>Earlier on Friday, Singtel said one of its wholly owned subsidiaries had acquired 2.4 billion new shares in Bank Fama, for $35 million.</p><p>Singtel, which has been expanding outside its traditional telco business, has a digital banking joint venture in Singapore with Grab. The joint venture has also applied for a digital banking licence in Malaysia.</p><p>($1 = 14,335.0000 rupiah)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z77.SI":"SINGTEL 10","Z74.SI":"新电信","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205043537","content_text":"SINGAPORE, Jan 21 (Reuters) - Singapore Telecommunications , Southeast Asia's largest telecoms firm, and ridehailing-to-payments firm Grab Holdings Ltd, have each bought a 16.3% stake in PT Bank Fama International to pursue banking opportunities in Indonesia.Indonesian conglomerate Elang Mahkota Teknologi Tbk (Emtek), the majority owner of the bank, said on Friday that it sold the stakes to units of Singtel and Grab to \"accelerate and expand business growth\" of Bank Fama.In a statement to the Indonesian bourse, Emtek said that once the share issuance is completed, it will end up owning 62.76% in the bank, while another firm will own just under 5%.Singtel and Grab are each paying 500 billion rupiah ($35 million) for their individual stakes. Emtek owns the stake in Banka Fama through a fully-owned unit.Grab, Southeast Asia's biggest ridehailing and food delivery firm and operator of a fast-growing financial services business, confirmed it had bought a minority stake in Bank Fama.Regional consumer tech groups are expanding in Indonesia, Southeast Asia's largest economy - home to more than 1,500 mostly rural banks operating across the vast archipelago of about 270 million people.Sea's e-commerce arm Shopee bought a bank last year, while payments and ridehailing group Gojek bought a stake in Bank Jago.Earlier on Friday, Singtel said one of its wholly owned subsidiaries had acquired 2.4 billion new shares in Bank Fama, for $35 million.Singtel, which has been expanding outside its traditional telco business, has a digital banking joint venture in Singapore with Grab. The joint venture has also applied for a digital banking licence in Malaysia.($1 = 14,335.0000 rupiah)","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891996009,"gmtCreate":1628314168901,"gmtModify":1703504991046,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Nice and well managed&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Nice and well managed&nbsp;","text":"$NVIDIA Corp(NVDA)$Nice and well managed","images":[{"img":"https://static.tigerbbs.com/4b7e32ddbd4bfae60acca3186015f93a","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891996009","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177563023,"gmtCreate":1627252937762,"gmtModify":1703485885728,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Cautious","listText":"Cautious","text":"Cautious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177563023","repostId":"2153878189","repostType":4,"repost":{"id":"2153878189","kind":"highlight","pubTimestamp":1627179426,"share":"https://ttm.financial/m/news/2153878189?lang=&edition=fundamental","pubTime":"2021-07-25 10:17","market":"hk","language":"en","title":"Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2153878189","media":"MarketWatch","summary":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further. Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.But Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this m","content":"<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e897e40f58935774b2ab4c3f6bdce36a\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Sea Ltd.'s Shopee e-commerce platform.</span></p>\n<p>Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.</p>\n<p>But Amazon.com&nbsp;shareholders may not be so impressed. Bipartisan talk of&nbsp;antitrust actions&nbsp;against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.</p>\n<p>Shares of Amazon have underperformed the tech-heavy Nasdaq 100&nbsp;and the S&amp;P 500&nbsp;in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.</p>\n<p>Given all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.</p>\n<p>Here are five smaller high-growth companies you may want to research:</p>\n<p><b>Sea</b></p>\n<p>Shares of&nbsp;Sea Ltd.&nbsp;are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.</p>\n<p>The Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.</p>\n<p>Sea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.</p>\n<p>But the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about&nbsp;150%— while gross profit tripled year over year.</p>\n<p>With its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.</p>\n<p><b>Coupang</b></p>\n<p>While Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc..&nbsp;South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.</p>\n<p>If you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.</p>\n<p>Though the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.</p>\n<p>Admittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&amp;P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.</p>\n<p><b>MercadoLibre</b></p>\n<p>Taking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc.&nbsp;is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.</p>\n<p>MercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported&nbsp;70 million&nbsp;active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.</p>\n<p>What’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.</p>\n<p>Amazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.</p>\n<p><b>Newegg</b></p>\n<p>Newegg Commerce Inc.&nbsp;is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.</p>\n<p>The inciting incident was news that Newegg would carry hard-to-get Nvidia&nbsp;graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.</p>\n<p>Newegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.</p>\n<p>According to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.</p>\n<p><b>Shopify</b></p>\n<p>If you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.</p>\n<p>Shopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.</p>\n<p>Case in point:Fiscal first-quarter revenue growth&nbsp;reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.</p>\n<p>Shopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos &amp; Co. could do worse than plug into Shopify stock.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under...</p>\n\n<a href=\"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","SHOP":"Shopify Inc","AMZN":"亚马逊","CPNG":"Coupang, Inc.","SE":"Sea Ltd","NEGG":"Newegg Comm Inc."},"source_url":"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153878189","content_text":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.\nBut Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.\nShares of Amazon have underperformed the tech-heavy Nasdaq 100 and the S&P 500 in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.\nGiven all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.\nHere are five smaller high-growth companies you may want to research:\nSea\nShares of Sea Ltd. are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.\nThe Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.\nSea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.\nBut the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about 150%— while gross profit tripled year over year.\nWith its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.\nCoupang\nWhile Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc.. South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.\nIf you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.\nThough the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.\nAdmittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.\nMercadoLibre\nTaking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc. is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.\nMercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported 70 million active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.\nWhat’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.\nAmazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.\nNewegg\nNewegg Commerce Inc. is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.\nThe inciting incident was news that Newegg would carry hard-to-get Nvidia graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.\nNewegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.\nAccording to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.\nShopify\nIf you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.\nShopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.\nCase in point:Fiscal first-quarter revenue growth reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.\nShopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos & Co. could do worse than plug into Shopify stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151771314,"gmtCreate":1625110037838,"gmtModify":1703736362574,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551240289585145","authorIdStr":"3551240289585145"},"themes":[],"htmlText":"Nice. Like and comments&nbsp;","listText":"Nice. Like and comments&nbsp;","text":"Nice. Like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/151771314","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://ttm.financial/m/news/1178516480?lang=&edition=fundamental","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p>\n<p>In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p>\n<p>All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p>\n<p>“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p>\n<p>For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p>\n<p>This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p>\n<p>“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p>\n<p>“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p>\n<p>“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p>\n<p>(Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p>\n<p><img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p>\n<p>The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p>\n<p>The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p>\n<p>Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p>\n<p>Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p>\n<p>Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p>\n<p>Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p>\n<p>Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p>","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>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}