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2022-10-14

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@Lauritzen:Trading Plan: 13 October 2022

2022-10-03

Great Sharing.

2022-10-01

Thank you for your good post.

2022-08-25

Thank you for all the great advise!

2022-08-21

Thanks you for your post.

Will Snowflake Be Worth More Than Alphabet by 2030?

2022-08-21

Thanks you for your post.

2 Smartest Tech Stocks to Buy in 2022 and Beyond

2022-08-21

Thanks you for your post.

No, There Is No New Short-Selling Champion in Tesla Stock

2022-08-13

Thank you.

ASX Weekly Review: Fourth Straight Week of Gains for the Market

2022-07-31

.

SPY: The Bears Will Be Left Holding A Participation Trophy

2022-07-22

Thank you.

Meta's Facebook Revamping Main Feed to Attract Younger Users

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The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett&#39;s <b>Berkshire Hathaway </b>and <b>Salesforce</b>.</p><p>Snowflake&#39;s stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F696585%2Fdigital-snowflake-circuit.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.</p><p>Snowflake is currently worth about $54 billion, so it&#39;s still dwarfed by cloud giants like <b>Alphabet</b>, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let&#39;s review Snowflake&#39;s business model, growth rates, and valuations to decide.</p><h2>Why is Snowflake growing so quickly?</h2><p>Snowflake&#39;s revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.</p><p>In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created &#34;data silos,&#34; which reduced their overall efficiency.</p><p>Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce&#39;s Tableau and <b>Microsoft</b>&#39;s Power BI. This approach helps companies make better data-driven decisions.</p><h2>What are Snowflake&#39;s long-term plans?</h2><p>Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.</p><p>By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.</p><p>Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.</p><p>Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.</p><h2>But Snowflake won&#39;t be worth more than Alphabet</h2><p>Snowflake still trades at 27 times this year&#39;s sales, and it&#39;s doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.</p><p>But that would still be less than a tenth of Alphabet&#39;s current market cap. Furthermore, Alphabet&#39;s valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won&#39;t come close to matching Alphabet&#39;s market cap by 2030, even if it checks off all its long-term goals.</p><p>But investors shouldn&#39;t assume Snowflake can achieve those goals. Snowflake&#39;s success is already prompting <b>Amazon</b>, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it&#39;s still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake&#39;s prices.</p><p>Snowflake&#39;s stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it&#39;s still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Snowflake Be Worth More Than Alphabet by 2030?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Snowflake Be Worth More Than Alphabet by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260000093","content_text":"Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's Berkshire Hathaway and Salesforce.Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.Image source: Getty Images.Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like Alphabet, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.Why is Snowflake growing so quickly?Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created \"data silos,\" which reduced their overall efficiency.Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and Microsoft's Power BI. This approach helps companies make better data-driven decisions.What are Snowflake's long-term plans?Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.But Snowflake won't be worth more than AlphabetSnowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting Amazon, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998774303,"gmtCreate":1661067325004,"gmtModify":1676536448616,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thanks you for your post.&nbsp;","listText":"Thanks you for your post.&nbsp;","text":"Thanks you for your post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998774303","repostId":"2261587214","repostType":4,"repost":{"id":"2261587214","kind":"highlight","pubTimestamp":1661044807,"share":"https://ttm.financial/m/news/2261587214?lang=&edition=fundamental","pubTime":"2022-08-21 09:20","market":"us","language":"en","title":"2 Smartest Tech Stocks to Buy in 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2261587214","media":"Motley Fool","summary":"These companies have potent tailwinds and are selling at relative bargain valuations.","content":"<html><head></head><body><p>Technology investors are forever looking for the next best thing. However, a prudent investment might be in companies that have already proven successful and established themselves in their respective industries.</p><p>Savvy investors have an opportunity to buy two excellent stocks to hold for 2022 and long after. <b>Alphabet</b> and <b>Shopify</b> are dominant forces in digital advertising and e-commerce, respectively. These are two industries with strong secular tailwinds that could propel growth in the long term.</p><h2>Alphabet is approaching $100 billion in annual profits</h2><p>Alphabet is arguably the most dominant advertising company in the world. It&#39;s home to Google Search and YouTube, two of the most widely used ad-supported products. According to Statista, Google Search holds an astounding 83% market share in search engines globally. Similarly, YouTube boasts 2.6 billion monthly active users. Of course, advertisers follow consumers, which means the popularity of these services has attracted marketers looking to influence purchasing decisions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bdb9c0f8129805369ddb3d4fb467f06\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>GOOG Revenue (Annual) data by YCharts</span></p><p>As a result, Alphabet&#39;s revenue has expanded from $55.5 billion in 2013 to $257.6 billion in 2021. Operating income increased from $15.4 billion to $78.7 billion in that same time. Alphabet&#39;s popularity has turned into tangible profits that could extend in the long term. Marketers spent $763 billion globally in 2021, a 22.5% increase from the previous year. Interestingly, the share of spending has increased on digital channels from 52.1% in 2019 to 64.4% in 2021. That trend is unlikely to reverse as digital advertising offers benefits unavailable by other methods.</p><h2>Shopify&#39;s revenue has boomed</h2><p>Similarly, Shopify is operating in an industry that is poised for growth. The company helps merchants establish and improve its online sales channel, a business that boomed because of the onset of the pandemic. However, Shopify&#39;s growth has slowed recently as consumers are eager to get out of the house and shop in person, at least temporarily. Over the longer run, a more significant share of spending is shifting online. According to Statista, 14% of spending in the U.S. was online in 2020. That figure is forecast to grow to 22% by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67beef652b4dea3cea0a7e01f01ac14c\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>SHOP Revenue (Annual) data by YCharts</span></p><p>Shopify earns a monthly premium from merchants on the platform, and it takes a percentage of their revenue. So, as people spend more money online, Shopify stands to benefit. Already, Shopify&#39;s business has exploded from the trend in recent years. Revenue surged from $24 million in 2012 to $4.6 billion in 2021. That helped the company reach operating profitability of $269 million in 2021 after reporting an operating loss of $2 million in 2012.</p><h2>Shopify and Alphabet stocks are relatively inexpensive</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2209517db4dea82b067af78616bb2d5\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>SHOP PS Ratio data by YCharts</span></p><p>Fortunately for savvy investors, Shopify and Alphabet stocks are not expensive. On the contrary, they are relative bargains. At a price-to-sales ratio of 10, Shopify has hardly ever been cheaper when measured by this metric. Alphabet&#39;s price-to-sales ratio of six is on the lower end of its historical average. Investors looking for smart buys can feel good about adding Shopify and Alphabet stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Smartest Tech Stocks to Buy in 2022 and Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Smartest Tech Stocks to Buy in 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/20/2-smartest-tech-stocks-to-buy-in-2022-and-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology investors are forever looking for the next best thing. However, a prudent investment might be in companies that have already proven successful and established themselves in their respective...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/2-smartest-tech-stocks-to-buy-in-2022-and-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/20/2-smartest-tech-stocks-to-buy-in-2022-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261587214","content_text":"Technology investors are forever looking for the next best thing. However, a prudent investment might be in companies that have already proven successful and established themselves in their respective industries.Savvy investors have an opportunity to buy two excellent stocks to hold for 2022 and long after. Alphabet and Shopify are dominant forces in digital advertising and e-commerce, respectively. These are two industries with strong secular tailwinds that could propel growth in the long term.Alphabet is approaching $100 billion in annual profitsAlphabet is arguably the most dominant advertising company in the world. It's home to Google Search and YouTube, two of the most widely used ad-supported products. According to Statista, Google Search holds an astounding 83% market share in search engines globally. Similarly, YouTube boasts 2.6 billion monthly active users. Of course, advertisers follow consumers, which means the popularity of these services has attracted marketers looking to influence purchasing decisions.GOOG Revenue (Annual) data by YChartsAs a result, Alphabet's revenue has expanded from $55.5 billion in 2013 to $257.6 billion in 2021. Operating income increased from $15.4 billion to $78.7 billion in that same time. Alphabet's popularity has turned into tangible profits that could extend in the long term. Marketers spent $763 billion globally in 2021, a 22.5% increase from the previous year. Interestingly, the share of spending has increased on digital channels from 52.1% in 2019 to 64.4% in 2021. That trend is unlikely to reverse as digital advertising offers benefits unavailable by other methods.Shopify's revenue has boomedSimilarly, Shopify is operating in an industry that is poised for growth. The company helps merchants establish and improve its online sales channel, a business that boomed because of the onset of the pandemic. However, Shopify's growth has slowed recently as consumers are eager to get out of the house and shop in person, at least temporarily. Over the longer run, a more significant share of spending is shifting online. According to Statista, 14% of spending in the U.S. was online in 2020. That figure is forecast to grow to 22% by 2025.SHOP Revenue (Annual) data by YChartsShopify earns a monthly premium from merchants on the platform, and it takes a percentage of their revenue. So, as people spend more money online, Shopify stands to benefit. Already, Shopify's business has exploded from the trend in recent years. Revenue surged from $24 million in 2012 to $4.6 billion in 2021. That helped the company reach operating profitability of $269 million in 2021 after reporting an operating loss of $2 million in 2012.Shopify and Alphabet stocks are relatively inexpensiveSHOP PS Ratio data by YChartsFortunately for savvy investors, Shopify and Alphabet stocks are not expensive. On the contrary, they are relative bargains. At a price-to-sales ratio of 10, Shopify has hardly ever been cheaper when measured by this metric. Alphabet's price-to-sales ratio of six is on the lower end of its historical average. Investors looking for smart buys can feel good about adding Shopify and Alphabet stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998774925,"gmtCreate":1661067273569,"gmtModify":1676536448612,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thanks you for your&nbsp;post.&nbsp;","listText":"Thanks you for your&nbsp;post.&nbsp;","text":"Thanks you for your post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998774925","repostId":"2260785313","repostType":4,"repost":{"id":"2260785313","kind":"highlight","pubTimestamp":1661045446,"share":"https://ttm.financial/m/news/2260785313?lang=&edition=fundamental","pubTime":"2022-08-21 09:30","market":"us","language":"en","title":"No, There Is No New Short-Selling Champion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260785313","media":"Barrons","summary":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manag","content":"<html><head></head><body><p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.</p><p>A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.</p><p>A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.</p><p>But that isn&#39;t really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.</p><p>Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That&#39;s a long way from $4.3 billion.</p><p>It wouldn&#39;t be a good idea, though. There isn&#39;t high probability that Tesla stock will drop about $100 in the final hour of trading Friday.</p><p>(There isn&#39;t much trading volume in those contracts. It&#39;s just an example.)</p><p>Deer Park Chief Investment Officer Scott Burg told Barron&#39;s the Tesla put-options position amounted to 0.1% of his portfolio. That isn&#39;t all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.</p><p>That isn&#39;t a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn&#39;t get into contract specifics, but said the position was closed profitably. The tiny position is already gone.</p><p>Profits aren&#39;t hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.</p><p>Burg doesn&#39;t consider himself a big Tesla bear. He&#39;s says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.</p><p>The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.</p><p>Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.</p><p>What&#39;s more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn&#39;t pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It&#39;s a bearish bet.)</p><p>A Tesla holder selling a $900 call option that expires in September gets about $44. That&#39;s almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.</p><p>There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.</p><p>However, options don&#39;t indicate with certainty how someone feels about the stock that underlies the options contract.</p></body></html>","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>No, There Is No New Short-Selling Champion in Tesla 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\">\nNo, There Is No New Short-Selling Champion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260785313","content_text":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.(There isn't much trading volume in those contracts. It's just an example.)Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990581978,"gmtCreate":1660367830896,"gmtModify":1676533460732,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990581978","repostId":"1160376648","repostType":4,"repost":{"id":"1160376648","kind":"news","pubTimestamp":1660346911,"share":"https://ttm.financial/m/news/1160376648?lang=&edition=fundamental","pubTime":"2022-08-13 07:28","language":"en","title":"ASX Weekly Review: Fourth Straight Week of Gains for the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1160376648","media":"Small Caps","summary":"Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 po","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/ef5b3f2a17f834e82de6d0b99e88ba6d\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 points or 0.24% to close at 7032.5 points.</p><p>Marking the fourth straight week of gain and closing above the psychologically important 7000 point level.</p><p>Meanwhile the broader All Ordinaries shaved 36.6 points or 0.5% to end the week lower at 7288.8.</p><h2>Inflation cools but still high</h2><p>In currency markets, the Aussie dollar hit an 8-week high getting above US$0.71. The rally underpinned by a softer than expected US inflation report that saw risk assets rally.</p><p>US inflation coming in at 8.5% for July, while still high, it was a significant fall from the annual rate of 9.1% recorded in June.</p><p>Data from the Housing Industry Association (HIA) revealed that new home sales in Australia plunged 13.1% month-on-month in July, swinging from a 1.9% gain in June.</p><p>The Australian Bureau of Statistics data showed that nationwide household debt levels have increased, the average home loan size was $609,789 in June 2022, compared to $571,995 one year earlier.</p><p>With interest rates on the rise and the economy expected to take a hit as a result, the number of distressed homes currently at 6,000 could reach 8,000 by year end.</p><p>Feeling the pinch at the household level, consumer confidence continues to decline, falling for the 9th straight month, falling 22% from August last year.</p><p>Sending mixed signals however was business confidence bouncing in July to 7 points, from its 2022 low of 1 point the previous month.</p><h2>Gas market heats up</h2><p>Beach Energy (ASX: BPT)announced it will sell 3.75 million tonnes of its LNG under a sale and purchase agreement executed this week with oil and gas giant BP’s subsidiary BP Singapore.</p><p>The Australian oil and gas company made the announcement Monday – saying it has agreed to sell 3.75Mt of LNG to BP, which brings it closer to a supplier of LNG to global markets.</p><p>MeanwhileSantos (ASX: STO)announced it has acquired Hunter Gas Pipeline in an effort to send gas from Queensland to Australia’s southern states to help aid the expected shortfalls in coming years.</p><p>The company received planning approval for a pipeline from the Wallumbilla Gas Hub in southern Queensland to Newcastle through Narrabri.</p><h2>Miners making moves</h2><p>OZ Minerals (ASX: OZL) rejected an$8.4 billion takeover bidbyBHP (ASX: BHP), claiming the offer significantly undervalues the company.</p><p>In an effort to expand BHP’s copper portfolio, BHP made a conditional and non-binding indicative proposal of $25 per share for OZ Minerals.</p><p>Stanmore Resources (ASX: SMR) announced it will buy Mitsui &amp; Co’s remaining 20% stake in BHP Mitsui Coal (now renamed Stanmore SMC) the company’s joint venture with BHP (ASX: BHP), for an estimated $380 million.</p><p>The Australia-based resources company plans to fund the purchase through internal resources, which comes after it agreed on 3 May 2022 to buy BHP’s 80% stake in the venture for $1.35 billion.</p><h2>Medical progress</h2><p>Biotechnology company Imugene (ASX: IMU) has revealed “positive signs” from its PD1-Vaxx trial in non-small cell lung cancer patients.</p><p>Imugene’s phase 1 study is evaluating its B-Cell immunotherapy candidate PD1-Vaxx to better understand its safety and tolerability when treating patients with non-small cell lung cancer.</p><p>ResMed (ASX: RMD)revealed fourth-quarter net income of US$195 million, the sleep apnoea device maker beating estimates of US$193.7 million, with revenue up 4% to US$914.7 million.</p><h2>Small cap stock action</h2><p>The Small Ords index rose 1.11% this week to close at 3050.4 points.</p><h3><img src=\"https://static.tigerbbs.com/ca2c69106124811fa2fc593be33ab0bf\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>ASX 200 vs Small Ords</h3><p>Small cap companies making headlines this week were:</p><h3>iSelect (ASX: ISU)</h3><p>The board of consumer services firmiSelect this week approved a proposed $72 million takeover bid from Innovation Holdings Australia, owner of comparison website Compare the Market.</p><p>IHA currently has 26% equity in iSelect and will assume ownership of the remaining 74% via a scheme of arrangement.</p><p>iSelect shareholders stand to receive a cash consideration of $0.30 per share for the transfer to IHA.</p><h3>Lotus Resources (ASX: LOT)</h3><p>Lotus Resources released a much-anticipated definitive feasibility studyinto the restart of the Kayelekera uranium mine in Malawi.</p><p>Among other findings, the study showed the mine could become one of the lowest capital cost uranium developments in the world and could be operational in as little as 15 months after the final investment decision.</p><p>Other standout features include attractive operating costs, which take into consideration the current high inflation environment while ensuring Lotus can significantly reduce its carbon footprint.</p><p>Lotus managing director Keith Bowes said the study would sit well with investors, who chase projects with low technical risk and restart capital.</p><h3>Kazia Therapeutics (ASX: KZA)</h3><p>Oncology-focused drug developerKazia Therapeutics has presented new data from an ongoing phase 1 clinical trial of paxalisibin combination with radiotherapy for the treatment of brain metastases.</p><p>The company reported all nine patients evaluated in the trial experienced complete or partial response to treatment – representing an overall response rate of 100%.</p><p>Recruitment of another 12 patients for the second stage of the study is underway and Kazia anticipates preliminary data in 2023.</p><h3>Lithium Plus Minerals (ASX: LPM)</h3><p>Junior explorer Lithium Plus Minerals intersected a wide pegmatite at the Lei prospect within the Bynoe lithium project in the Northern Territory.</p><p>A maiden drill hole hit 43m of pegmatite down hole from 191.9m to 234.9m, which included 3m of wall rock from 211.6m.</p><p>It is believed to indicate an extension of the pegmatite system at depth beneath a historical discovery hole drilled by Kingston Resources in 2017, which returned 12m at 1.43% lithium oxide and 16m at 0.69% lithium oxide.</p><p>The completed hole is the first of up to nine holes in a two phase 1,800m diamond drilling program at Lei.</p><p>Results from three phase one holes will provide detailed characterisation and key structural information to support further drill planning and targeting.</p><p>Stage two will include up to six holes over 1,200m targeting further definition of lithium-bearing pegmatites at Lei.</p><h3>Pure Hydrogen Corporation (ASX: PH2) and Botala Energy (ASX: BTE)</h3><p>Australian clean energy company Pure Hydrogen Corporation confirmed that two wells are scheduled to be drilled on the Serowe coal-bed methane gas project in Botswana next month.</p><p>The Serowe-6 and Serowe-7 appraisal wells will be completed by local contractor Kalahari Gas Corporation, and Serowe-3 will be flow tested.</p><p>Botala Energy is operator of the Serowe project with a 70% equity, while Pure Hydrogen has a 30% free carried interest in the project and a 19.9% interest in Botala.</p><p>Following completion of the first three wells, Botala is planning to drill an additional four pilot wells in preparation for a commercial pilot flow testing program.</p><p>Botala was admitted to the ASX in July after raising $5 million in an initial public offering.</p><h3>Magnis Energy Technologies (ASX: MNS)</h3><p>Magnis Energy Technologies and its joint venture partner Charge have announcedcommercial production has begun at the Imperium3 New York lithium-ion battery manufacturing plantin Endicott.</p><p>The batteries are manufactured using Charge’s technology and possess one of the highest voltages of any lithium-ion batteries available. Additionally, these batteries do not contain nickel or cobalt.</p><p>It is expected that several thousand batteries will be produced at the 22,000sq m plant in the first month, which will be evaluated for quality assurance.</p><p>Once this has been confirmed, annual production will increase to 1GWh by the end of 2023 and into 38GWh by the end of the decade.</p><p>At 1.8GWh capacity, around 15,000 battery cells will be produced daily.</p><p>The Imperium3 plant is currently the only pure home-grown battery plant in North America.</p><h2>The week ahead</h2><p>Unemployment numbers are the main data point to watch next week in the local market, with the unemployment rate expected to hold steady at around 3.5%.</p><p>The Reserve Bank of Australia meeting minutes will be release on Tuesday and be scoured for clues as to what the central bank may do next. With further, but not as sharp, rate rises forecast.</p><p>Over in the US data points to look out for will be retail sales for July and housing start numbers.</p><p>In China, industrial production numbers will be released with expectations it will fall short of the 5% forecast.</p></body></html>","source":"lsy1647655037355","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>ASX Weekly Review: Fourth Straight Week of Gains for the Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASX Weekly Review: Fourth Straight Week of Gains for the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-13 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://smallcaps.com.au/fourth-straight-week-gains-market-weekly-review/><strong>Small Caps</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 points or 0.24% to close at 7032.5 points.Marking the fourth straight week of gain and closing above ...</p>\n\n<a href=\"https://smallcaps.com.au/fourth-straight-week-gains-market-weekly-review/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数"},"source_url":"https://smallcaps.com.au/fourth-straight-week-gains-market-weekly-review/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160376648","content_text":"Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 points or 0.24% to close at 7032.5 points.Marking the fourth straight week of gain and closing above the psychologically important 7000 point level.Meanwhile the broader All Ordinaries shaved 36.6 points or 0.5% to end the week lower at 7288.8.Inflation cools but still highIn currency markets, the Aussie dollar hit an 8-week high getting above US$0.71. The rally underpinned by a softer than expected US inflation report that saw risk assets rally.US inflation coming in at 8.5% for July, while still high, it was a significant fall from the annual rate of 9.1% recorded in June.Data from the Housing Industry Association (HIA) revealed that new home sales in Australia plunged 13.1% month-on-month in July, swinging from a 1.9% gain in June.The Australian Bureau of Statistics data showed that nationwide household debt levels have increased, the average home loan size was $609,789 in June 2022, compared to $571,995 one year earlier.With interest rates on the rise and the economy expected to take a hit as a result, the number of distressed homes currently at 6,000 could reach 8,000 by year end.Feeling the pinch at the household level, consumer confidence continues to decline, falling for the 9th straight month, falling 22% from August last year.Sending mixed signals however was business confidence bouncing in July to 7 points, from its 2022 low of 1 point the previous month.Gas market heats upBeach Energy (ASX: BPT)announced it will sell 3.75 million tonnes of its LNG under a sale and purchase agreement executed this week with oil and gas giant BP’s subsidiary BP Singapore.The Australian oil and gas company made the announcement Monday – saying it has agreed to sell 3.75Mt of LNG to BP, which brings it closer to a supplier of LNG to global markets.MeanwhileSantos (ASX: STO)announced it has acquired Hunter Gas Pipeline in an effort to send gas from Queensland to Australia’s southern states to help aid the expected shortfalls in coming years.The company received planning approval for a pipeline from the Wallumbilla Gas Hub in southern Queensland to Newcastle through Narrabri.Miners making movesOZ Minerals (ASX: OZL) rejected an$8.4 billion takeover bidbyBHP (ASX: BHP), claiming the offer significantly undervalues the company.In an effort to expand BHP’s copper portfolio, BHP made a conditional and non-binding indicative proposal of $25 per share for OZ Minerals.Stanmore Resources (ASX: SMR) announced it will buy Mitsui & Co’s remaining 20% stake in BHP Mitsui Coal (now renamed Stanmore SMC) the company’s joint venture with BHP (ASX: BHP), for an estimated $380 million.The Australia-based resources company plans to fund the purchase through internal resources, which comes after it agreed on 3 May 2022 to buy BHP’s 80% stake in the venture for $1.35 billion.Medical progressBiotechnology company Imugene (ASX: IMU) has revealed “positive signs” from its PD1-Vaxx trial in non-small cell lung cancer patients.Imugene’s phase 1 study is evaluating its B-Cell immunotherapy candidate PD1-Vaxx to better understand its safety and tolerability when treating patients with non-small cell lung cancer.ResMed (ASX: RMD)revealed fourth-quarter net income of US$195 million, the sleep apnoea device maker beating estimates of US$193.7 million, with revenue up 4% to US$914.7 million.Small cap stock actionThe Small Ords index rose 1.11% this week to close at 3050.4 points.ASX 200 vs Small OrdsSmall cap companies making headlines this week were:iSelect (ASX: ISU)The board of consumer services firmiSelect this week approved a proposed $72 million takeover bid from Innovation Holdings Australia, owner of comparison website Compare the Market.IHA currently has 26% equity in iSelect and will assume ownership of the remaining 74% via a scheme of arrangement.iSelect shareholders stand to receive a cash consideration of $0.30 per share for the transfer to IHA.Lotus Resources (ASX: LOT)Lotus Resources released a much-anticipated definitive feasibility studyinto the restart of the Kayelekera uranium mine in Malawi.Among other findings, the study showed the mine could become one of the lowest capital cost uranium developments in the world and could be operational in as little as 15 months after the final investment decision.Other standout features include attractive operating costs, which take into consideration the current high inflation environment while ensuring Lotus can significantly reduce its carbon footprint.Lotus managing director Keith Bowes said the study would sit well with investors, who chase projects with low technical risk and restart capital.Kazia Therapeutics (ASX: KZA)Oncology-focused drug developerKazia Therapeutics has presented new data from an ongoing phase 1 clinical trial of paxalisibin combination with radiotherapy for the treatment of brain metastases.The company reported all nine patients evaluated in the trial experienced complete or partial response to treatment – representing an overall response rate of 100%.Recruitment of another 12 patients for the second stage of the study is underway and Kazia anticipates preliminary data in 2023.Lithium Plus Minerals (ASX: LPM)Junior explorer Lithium Plus Minerals intersected a wide pegmatite at the Lei prospect within the Bynoe lithium project in the Northern Territory.A maiden drill hole hit 43m of pegmatite down hole from 191.9m to 234.9m, which included 3m of wall rock from 211.6m.It is believed to indicate an extension of the pegmatite system at depth beneath a historical discovery hole drilled by Kingston Resources in 2017, which returned 12m at 1.43% lithium oxide and 16m at 0.69% lithium oxide.The completed hole is the first of up to nine holes in a two phase 1,800m diamond drilling program at Lei.Results from three phase one holes will provide detailed characterisation and key structural information to support further drill planning and targeting.Stage two will include up to six holes over 1,200m targeting further definition of lithium-bearing pegmatites at Lei.Pure Hydrogen Corporation (ASX: PH2) and Botala Energy (ASX: BTE)Australian clean energy company Pure Hydrogen Corporation confirmed that two wells are scheduled to be drilled on the Serowe coal-bed methane gas project in Botswana next month.The Serowe-6 and Serowe-7 appraisal wells will be completed by local contractor Kalahari Gas Corporation, and Serowe-3 will be flow tested.Botala Energy is operator of the Serowe project with a 70% equity, while Pure Hydrogen has a 30% free carried interest in the project and a 19.9% interest in Botala.Following completion of the first three wells, Botala is planning to drill an additional four pilot wells in preparation for a commercial pilot flow testing program.Botala was admitted to the ASX in July after raising $5 million in an initial public offering.Magnis Energy Technologies (ASX: MNS)Magnis Energy Technologies and its joint venture partner Charge have announcedcommercial production has begun at the Imperium3 New York lithium-ion battery manufacturing plantin Endicott.The batteries are manufactured using Charge’s technology and possess one of the highest voltages of any lithium-ion batteries available. Additionally, these batteries do not contain nickel or cobalt.It is expected that several thousand batteries will be produced at the 22,000sq m plant in the first month, which will be evaluated for quality assurance.Once this has been confirmed, annual production will increase to 1GWh by the end of 2023 and into 38GWh by the end of the decade.At 1.8GWh capacity, around 15,000 battery cells will be produced daily.The Imperium3 plant is currently the only pure home-grown battery plant in North America.The week aheadUnemployment numbers are the main data point to watch next week in the local market, with the unemployment rate expected to hold steady at around 3.5%.The Reserve Bank of Australia meeting minutes will be release on Tuesday and be scoured for clues as to what the central bank may do next. With further, but not as sharp, rate rises forecast.Over in the US data points to look out for will be retail sales for July and housing start numbers.In China, industrial production numbers will be released with expectations it will fall short of the 5% forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901645584,"gmtCreate":1659197890248,"gmtModify":1676536270984,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901645584","repostId":"1167462110","repostType":4,"repost":{"id":"1167462110","kind":"news","pubTimestamp":1659137882,"share":"https://ttm.financial/m/news/1167462110?lang=&edition=fundamental","pubTime":"2022-07-30 07:38","market":"us","language":"en","title":"SPY: The Bears Will Be Left Holding A Participation Trophy","url":"https://stock-news.laohu8.com/highlight/detail?id=1167462110","media":"seekingalpha","summary":"SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro env","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.</li><li>An expectation for inflation to trend lower will set the stage for improving economic conditions going forward.</li><li>We are bullish on stocks and expect the rally to accelerate.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f744fd0ae071b9c2cf8c20afa3a5d7d7\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>Motortion</span></p><p>The market action has turned decisively bullish with the S&amp;P 500 (NYSEARCA:SPY) up over 13% from its June cycle low. What we&#39;re seeing is a shifting narrative where the major macro headwinds from the first half of the year arebeing left behind with stocks starting to price in improving conditions. The news flash is that the doom-and-gloomers with a pocalyptic calls for a depression-style crash may end up being wrong. The momentum in stocks right now is real and our message here is that we expect more upside.</p><p><b>A Technical Recession Is No Problem</b></p><p>Inflation has been hot, interest rates are higher, and the latest Q2 GDP data confirmed a technical recession. That being said, the overall economy appears relatively stable or resilient with room to emerge out of this rough patch. The bigger point here is that Q2 is history with an understanding that stocks are forward-looking. From a macro perspective, the scenario we see playing out is the soft landing.</p><p>Briefly, our take on the 0.9% decline in the Q2 GDP is to keep in mind that the economy was historically strong in 2021, growing by a massive 5.7%, in part fueled by the record stimulus last year. The result left both a tough comparison base and added a layer of volatility beyond the headline-making supply chain disruptions and geopolitical issues that defined the quarter. What&#39;s more positive is the real growth on a 2- and 3-year stacked basis from pre-pandemic levels. It&#39;s also encouraging that the quarter-over-quarter decline narrowed compared to the Q1 trend.</p><p>Other data has been more positive including the low unemployment rate and latest retail sales. In our view, the U.S. consumer as a group has been bruised, but otherwise alive and well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f471219423737fa34aa6d51422e1f5a0\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>source: tradingeconomics</span></p><p><b>Peak Inflation and Peak Fed Hawkishness</b></p><p>All indications are that inflation will begin to trend lower which removes one of the main culprits of the recent economic weakness. From there, the latest Fed rate hike likely marked &#34;peak hawkishness&#34; by removing the urgency to get more and more aggressive at future meetings. Inflation, as it relates to a near double-digit annual rate, may very well end up being transitory if we&#39;re allowed to un-retire that word.</p><p>The most positive indication is the sharp drop in gas prices which will directly hit the CPI over the next few months. According to data from &#34;GasBuddy&#34;, the national average for gas prices in the U.S. is down 78 cents from its peak in mid-June and forecast to drop under $4.00 per gallon over the next few weeks. Consumers are spending less on gas today than last month which means more money for other stuff.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d90d4f10e471f95a70656feacfb33d65\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>source: Twitter</span></p><p>Companies complainingabout high costs are set to get some breathing room. Most commodities are down 10-20% or more from their highs. Furthermore, we can highlight that reports of major retailers moving to discount merchandise to deal with a glut of inventory will also help cool inflation on the goods side. This is important because it plays into both a potential rebound of consumer sentiment and improved economic activity into 2023.</p><p>Investors need to start looking ahead toward the July CPI data release on August 10th. It&#39;s not a stretch to imagine that a cold inflation rate print that day will be read positively and can work as a catalyst for the next leg higher in stocks. The Fed may come into September FOMC with some swagger based on evidence their strategy is working. Call it effective execution, good timing, or just dumb luck; but a combination of inflation expectations trending lower while leading economic indicators rebound higher is a strong setup for risk assets. That&#39;s why we&#39;re bullish.</p><p><b>The Earnings That Really Matter</b></p><p>With Q2 earnings season in full swing, what we&#39;re seeing is that the companies that matter, being the mega-cap leaders, are proving capable of effectively navigating the current environment. The bullish case for the S&amp;P 500 got a lift this week with Amazon.com (AMZN) and Apple Inc. (AAPL) both beating estimates adding some confidence to both economic conditions and the market earnings trajectory.</p><p>The reports from other high-profile names like Alphabet Inc. (GOOGL), Microsoft Corp. (MSFT), and Tesla, Inc. (TSLA) were also positive. Notably, these stocks are among the largest constituents of the S&amp;P 500 which makes the index hard to bet against. At the end of the day, earnings growth is the most important driver for stock market performance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a81fd6f1229142dc7dfd044c031387a7\" tg-width=\"602\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>One of the most controversial data points right now is the outlook for S&amp;P 500 earnings to climb 10% this year to $229.14. Any bearish case for stocks essentially needs that number to be wrong and drastically underperform expectations, maybe from a collapse in the economy. It hasn&#39;t happened thus far and we don&#39;t think it will. The Q2 earnings season is helping to reaffirm the S&amp;P 500 bottom-up EPS estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/166116ac51259509bf3bf659acda1ae5\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>source: FactSet Research Systems</span></p><p>The other side to the earnings trend is the impact on valuations. The chart below makes it clear that the market is cheap considering earnings are climbing even as stock prices are down from their peak. With the S&amp;P 500 currently trading at around the index level of 4100, the implied 12-month market forward P/E is 17x, which is below the 5-year average of 18.5x, around 9% higher. The upside here should consider that as macro conditions improve, earnings estimates have room to be revised even higher, making stocks appear even more attractive. A dynamic of multiples expansion can take hold.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700439f883ca2e0ab354c8bb6b980324\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>source: FactSet</span></p><p><b>Behavioral Biases Are Dangerous</b></p><p>Putting it all together, we attempted to show that some of the biggest storm clouds are passing and there is light at the end of the tunnel. Anyone with a short position on stocks or even sitting on the sidelines is likely sweating amid the rally in recent weeks.</p><p>We sense that a large segment of the market is falling for a couple of textbook behavioral biases related to cognitive dissonance. The main concept here is the trap of getting too emotionally attached to the bearish (or bullish) case in stocks for any number of reasons.</p><p>In truth, the allure of being a market bear is tempting. There is just something extra gratifying about shorting a stock and making money while the big wigs on Wall Street have a buy rating. Doom and gloom commentary against the grain always seems to come off as extra smart. Similarly, it&#39;s fair to say that the current political environment is conducive to keeping a cynical view on things. A call against the market may seem like a referendum against the status quo or even a judgment on global Central Banking orthodoxy. It&#39;s understandable, we get it, but it doesn&#39;t work like that. The market doesn&#39;t care about opinions and keeping an open mind is the way to go.</p><p>It&#39;s important to incorporate new information to make more objective decisions to overcome what&#39;s known as conservatism bias. Bears may also be expressing some confirmation bias by only valuing the data points that help reaffirm their pessimistic outlook. The headline of Q2 GDP decline may have fed into a view that the economy is falling apart and stocks will crash lower, but what we say was the S&amp;P 500 surged by over 1% on the report.</p><p><b>What&#39;s Next?</b></p><p>The next test for the S&amp;P 500 will be at the index level of 4,200 corresponding to around $420 in the SPY ETF. Let&#39;s go. We then see SPX retesting 4,500 which is a level it last traded at in mid-April. On the downside, 4,000 is the first level of support while a break under 3,800 or $380 in SPY would be indicative of a more serious deterioration.</p><p>On that point, it&#39;s always worth covering some of the risks. We can bring up the ongoing Russia-Ukraine war, which still has the potential to escalate, would force a reassessment of global stability. Energy prices are also a key monitoring point. Significantly higher oil and gas prices could kickstart a new round of inflation which would undermine the bullish case for equities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f1785b169a249f7f1d138140fde7d84\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>The way we see it playing out is that the market narrative will take some time to change. Some don&#39;t want to believe it. People are still talking about high gas prices and record inflation. The Q2 GDP print and big recession word is the headline de jour.</p><p>Fast forward, the door for economic data to come in better than expected over the next few months sets the stage for a new theme of recovery and stronger sentiment. If stocks continue to trend higher, the action will evolve into a fear of missing out for anyone on the sidelines while shorts rush to cover. The momentum can accelerate. Bears were winners to start 2022 but may ultimately be left just holding a participation trophy.</p><p>This article was written by BOOX Research</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>SPY: The Bears Will Be Left Holding A Participation Trophy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPY: The Bears Will Be Left Holding A Participation Trophy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.An expectation for inflation to trend lower will set the stage for improving economic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167462110","content_text":"SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.An expectation for inflation to trend lower will set the stage for improving economic conditions going forward.We are bullish on stocks and expect the rally to accelerate.MotortionThe market action has turned decisively bullish with the S&P 500 (NYSEARCA:SPY) up over 13% from its June cycle low. What we're seeing is a shifting narrative where the major macro headwinds from the first half of the year arebeing left behind with stocks starting to price in improving conditions. The news flash is that the doom-and-gloomers with a pocalyptic calls for a depression-style crash may end up being wrong. The momentum in stocks right now is real and our message here is that we expect more upside.A Technical Recession Is No ProblemInflation has been hot, interest rates are higher, and the latest Q2 GDP data confirmed a technical recession. That being said, the overall economy appears relatively stable or resilient with room to emerge out of this rough patch. The bigger point here is that Q2 is history with an understanding that stocks are forward-looking. From a macro perspective, the scenario we see playing out is the soft landing.Briefly, our take on the 0.9% decline in the Q2 GDP is to keep in mind that the economy was historically strong in 2021, growing by a massive 5.7%, in part fueled by the record stimulus last year. The result left both a tough comparison base and added a layer of volatility beyond the headline-making supply chain disruptions and geopolitical issues that defined the quarter. What's more positive is the real growth on a 2- and 3-year stacked basis from pre-pandemic levels. It's also encouraging that the quarter-over-quarter decline narrowed compared to the Q1 trend.Other data has been more positive including the low unemployment rate and latest retail sales. In our view, the U.S. consumer as a group has been bruised, but otherwise alive and well.source: tradingeconomicsPeak Inflation and Peak Fed HawkishnessAll indications are that inflation will begin to trend lower which removes one of the main culprits of the recent economic weakness. From there, the latest Fed rate hike likely marked \"peak hawkishness\" by removing the urgency to get more and more aggressive at future meetings. Inflation, as it relates to a near double-digit annual rate, may very well end up being transitory if we're allowed to un-retire that word.The most positive indication is the sharp drop in gas prices which will directly hit the CPI over the next few months. According to data from \"GasBuddy\", the national average for gas prices in the U.S. is down 78 cents from its peak in mid-June and forecast to drop under $4.00 per gallon over the next few weeks. Consumers are spending less on gas today than last month which means more money for other stuff.source: TwitterCompanies complainingabout high costs are set to get some breathing room. Most commodities are down 10-20% or more from their highs. Furthermore, we can highlight that reports of major retailers moving to discount merchandise to deal with a glut of inventory will also help cool inflation on the goods side. This is important because it plays into both a potential rebound of consumer sentiment and improved economic activity into 2023.Investors need to start looking ahead toward the July CPI data release on August 10th. It's not a stretch to imagine that a cold inflation rate print that day will be read positively and can work as a catalyst for the next leg higher in stocks. The Fed may come into September FOMC with some swagger based on evidence their strategy is working. Call it effective execution, good timing, or just dumb luck; but a combination of inflation expectations trending lower while leading economic indicators rebound higher is a strong setup for risk assets. That's why we're bullish.The Earnings That Really MatterWith Q2 earnings season in full swing, what we're seeing is that the companies that matter, being the mega-cap leaders, are proving capable of effectively navigating the current environment. The bullish case for the S&P 500 got a lift this week with Amazon.com (AMZN) and Apple Inc. (AAPL) both beating estimates adding some confidence to both economic conditions and the market earnings trajectory.The reports from other high-profile names like Alphabet Inc. (GOOGL), Microsoft Corp. (MSFT), and Tesla, Inc. (TSLA) were also positive. Notably, these stocks are among the largest constituents of the S&P 500 which makes the index hard to bet against. At the end of the day, earnings growth is the most important driver for stock market performance.Seeking AlphaOne of the most controversial data points right now is the outlook for S&P 500 earnings to climb 10% this year to $229.14. Any bearish case for stocks essentially needs that number to be wrong and drastically underperform expectations, maybe from a collapse in the economy. It hasn't happened thus far and we don't think it will. The Q2 earnings season is helping to reaffirm the S&P 500 bottom-up EPS estimates.source: FactSet Research SystemsThe other side to the earnings trend is the impact on valuations. The chart below makes it clear that the market is cheap considering earnings are climbing even as stock prices are down from their peak. With the S&P 500 currently trading at around the index level of 4100, the implied 12-month market forward P/E is 17x, which is below the 5-year average of 18.5x, around 9% higher. The upside here should consider that as macro conditions improve, earnings estimates have room to be revised even higher, making stocks appear even more attractive. A dynamic of multiples expansion can take hold.source: FactSetBehavioral Biases Are DangerousPutting it all together, we attempted to show that some of the biggest storm clouds are passing and there is light at the end of the tunnel. Anyone with a short position on stocks or even sitting on the sidelines is likely sweating amid the rally in recent weeks.We sense that a large segment of the market is falling for a couple of textbook behavioral biases related to cognitive dissonance. The main concept here is the trap of getting too emotionally attached to the bearish (or bullish) case in stocks for any number of reasons.In truth, the allure of being a market bear is tempting. There is just something extra gratifying about shorting a stock and making money while the big wigs on Wall Street have a buy rating. Doom and gloom commentary against the grain always seems to come off as extra smart. Similarly, it's fair to say that the current political environment is conducive to keeping a cynical view on things. A call against the market may seem like a referendum against the status quo or even a judgment on global Central Banking orthodoxy. It's understandable, we get it, but it doesn't work like that. The market doesn't care about opinions and keeping an open mind is the way to go.It's important to incorporate new information to make more objective decisions to overcome what's known as conservatism bias. Bears may also be expressing some confirmation bias by only valuing the data points that help reaffirm their pessimistic outlook. The headline of Q2 GDP decline may have fed into a view that the economy is falling apart and stocks will crash lower, but what we say was the S&P 500 surged by over 1% on the report.What's Next?The next test for the S&P 500 will be at the index level of 4,200 corresponding to around $420 in the SPY ETF. Let's go. We then see SPX retesting 4,500 which is a level it last traded at in mid-April. On the downside, 4,000 is the first level of support while a break under 3,800 or $380 in SPY would be indicative of a more serious deterioration.On that point, it's always worth covering some of the risks. We can bring up the ongoing Russia-Ukraine war, which still has the potential to escalate, would force a reassessment of global stability. Energy prices are also a key monitoring point. Significantly higher oil and gas prices could kickstart a new round of inflation which would undermine the bullish case for equities.Seeking AlphaThe way we see it playing out is that the market narrative will take some time to change. Some don't want to believe it. People are still talking about high gas prices and record inflation. The Q2 GDP print and big recession word is the headline de jour.Fast forward, the door for economic data to come in better than expected over the next few months sets the stage for a new theme of recovery and stronger sentiment. If stocks continue to trend higher, the action will evolve into a fear of missing out for anyone on the sidelines while shorts rush to cover. The momentum can accelerate. Bears were winners to start 2022 but may ultimately be left just holding a participation trophy.This article was written by BOOX Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077148617,"gmtCreate":1658476655639,"gmtModify":1676536165407,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077148617","repostId":"2253777150","repostType":4,"repost":{"id":"2253777150","kind":"highlight","pubTimestamp":1658448617,"share":"https://ttm.financial/m/news/2253777150?lang=&edition=fundamental","pubTime":"2022-07-22 08:10","market":"us","language":"en","title":"Meta's Facebook Revamping Main Feed to Attract Younger Users","url":"https://stock-news.laohu8.com/highlight/detail?id=2253777150","media":"Reuters","summary":"Meta Platforms said on Thursday it was revamping the main feed on its Facebook app to prioritize \"di","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> said on Thursday it was revamping the main feed on its Facebook app to prioritize &#34;discovery&#34; of new content, instead of posts from accounts users follow, a bid to style its apps after short-form video competitor TikTok.</p><p>Meta executives have voiced increased urgency in recent months around boosting the company&#39;s &#34;Reels&#34; product, similar to TikTok&#39;s short video format that has attracted many younger users.</p><p>&#34;Home&#34;, Facebook&#39;s main news feed tab that users will see when they open the app, will start more heavily featuring popular posts from accounts that users do not follow, including Reels and Stories, Meta said in a statement.</p><p>Facebook will suggest posts to users with its machine learning ranking system and is investing in artificial intelligence (AI) to serve recommended content, it added.</p><p>A new separate tab called &#39;Feeds&#39; will offer a version of the old approach, which overwhelmingly features posts from friends, pages and groups that users actively choose to follow.</p><p>Feeds in that tab will be presented chronologically, without personalized ranking, Chief Executive Officer Mark Zuckerberg said in a Facebook post. Meta said the feeds will not include suggested posts but will still have advertisements.</p><p>The world&#39;s biggest social media company has gone all in on algorithmic recommendations in recent months as the threat from TikTok has grown, a stark change from its 2018 plan to feature more posts from friends and family in the news feed.</p><p>Its Instagram app announced tests of a more &#34;immersive&#34; TikTok-style viewing experience in May, while Zuckerberg told investors in April that Meta was making significant investments to support the &#34;discovery engine&#34; approach.</p><p>Earlier this month, Chief Product Officer Chris Cox told employees there was a plan to increase fivefold the number of graphic processing units (GPUs) in its data centers by the year-end to provide extra computing power for AI. </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>Meta's Facebook Revamping Main Feed to Attract Younger Users</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\">\nMeta's Facebook Revamping Main Feed to Attract Younger Users\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-metas-facebook-revamping-main-220858720.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms said on Thursday it was revamping the main feed on its Facebook app to prioritize \"discovery\" of new content, instead of posts from accounts users follow, a bid to style its apps after ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-metas-facebook-revamping-main-220858720.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://finance.yahoo.com/news/1-metas-facebook-revamping-main-220858720.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253777150","content_text":"Meta Platforms said on Thursday it was revamping the main feed on its Facebook app to prioritize \"discovery\" of new content, instead of posts from accounts users follow, a bid to style its apps after short-form video competitor TikTok.Meta executives have voiced increased urgency in recent months around boosting the company's \"Reels\" product, similar to TikTok's short video format that has attracted many younger users.\"Home\", Facebook's main news feed tab that users will see when they open the app, will start more heavily featuring popular posts from accounts that users do not follow, including Reels and Stories, Meta said in a statement.Facebook will suggest posts to users with its machine learning ranking system and is investing in artificial intelligence (AI) to serve recommended content, it added.A new separate tab called 'Feeds' will offer a version of the old approach, which overwhelmingly features posts from friends, pages and groups that users actively choose to follow.Feeds in that tab will be presented chronologically, without personalized ranking, Chief Executive Officer Mark Zuckerberg said in a Facebook post. Meta said the feeds will not include suggested posts but will still have advertisements.The world's biggest social media company has gone all in on algorithmic recommendations in recent months as the threat from TikTok has grown, a stark change from its 2018 plan to feature more posts from friends and family in the news feed.Its Instagram app announced tests of a more \"immersive\" TikTok-style viewing experience in May, while Zuckerberg told investors in April that Meta was making significant investments to support the \"discovery engine\" approach.Earlier this month, Chief Product Officer Chris Cox told employees there was a plan to increase fivefold the number of graphic processing units (GPUs) in its data centers by the year-end to provide extra computing power for AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9998774925,"gmtCreate":1661067273569,"gmtModify":1676536448612,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thanks you for your&nbsp;post.&nbsp;","listText":"Thanks you for your&nbsp;post.&nbsp;","text":"Thanks you for your post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998774925","repostId":"2260785313","repostType":4,"repost":{"id":"2260785313","kind":"highlight","pubTimestamp":1661045446,"share":"https://ttm.financial/m/news/2260785313?lang=&edition=fundamental","pubTime":"2022-08-21 09:30","market":"us","language":"en","title":"No, There Is No New Short-Selling Champion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260785313","media":"Barrons","summary":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manag","content":"<html><head></head><body><p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.</p><p>A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.</p><p>A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.</p><p>But that isn&#39;t really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.</p><p>Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That&#39;s a long way from $4.3 billion.</p><p>It wouldn&#39;t be a good idea, though. There isn&#39;t high probability that Tesla stock will drop about $100 in the final hour of trading Friday.</p><p>(There isn&#39;t much trading volume in those contracts. It&#39;s just an example.)</p><p>Deer Park Chief Investment Officer Scott Burg told Barron&#39;s the Tesla put-options position amounted to 0.1% of his portfolio. That isn&#39;t all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.</p><p>That isn&#39;t a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn&#39;t get into contract specifics, but said the position was closed profitably. The tiny position is already gone.</p><p>Profits aren&#39;t hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.</p><p>Burg doesn&#39;t consider himself a big Tesla bear. He&#39;s says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.</p><p>The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.</p><p>Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.</p><p>What&#39;s more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn&#39;t pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It&#39;s a bearish bet.)</p><p>A Tesla holder selling a $900 call option that expires in September gets about $44. That&#39;s almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.</p><p>There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.</p><p>However, options don&#39;t indicate with certainty how someone feels about the stock that underlies the options contract.</p></body></html>","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>No, There Is No New Short-Selling Champion in Tesla 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\">\nNo, There Is No New Short-Selling Champion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260785313","content_text":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.(There isn't much trading volume in those contracts. It's just an example.)Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990581978,"gmtCreate":1660367830896,"gmtModify":1676533460732,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990581978","repostId":"1160376648","repostType":4,"repost":{"id":"1160376648","kind":"news","pubTimestamp":1660346911,"share":"https://ttm.financial/m/news/1160376648?lang=&edition=fundamental","pubTime":"2022-08-13 07:28","language":"en","title":"ASX Weekly Review: Fourth Straight Week of Gains for the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1160376648","media":"Small Caps","summary":"Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 po","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/ef5b3f2a17f834e82de6d0b99e88ba6d\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 points or 0.24% to close at 7032.5 points.</p><p>Marking the fourth straight week of gain and closing above the psychologically important 7000 point level.</p><p>Meanwhile the broader All Ordinaries shaved 36.6 points or 0.5% to end the week lower at 7288.8.</p><h2>Inflation cools but still high</h2><p>In currency markets, the Aussie dollar hit an 8-week high getting above US$0.71. The rally underpinned by a softer than expected US inflation report that saw risk assets rally.</p><p>US inflation coming in at 8.5% for July, while still high, it was a significant fall from the annual rate of 9.1% recorded in June.</p><p>Data from the Housing Industry Association (HIA) revealed that new home sales in Australia plunged 13.1% month-on-month in July, swinging from a 1.9% gain in June.</p><p>The Australian Bureau of Statistics data showed that nationwide household debt levels have increased, the average home loan size was $609,789 in June 2022, compared to $571,995 one year earlier.</p><p>With interest rates on the rise and the economy expected to take a hit as a result, the number of distressed homes currently at 6,000 could reach 8,000 by year end.</p><p>Feeling the pinch at the household level, consumer confidence continues to decline, falling for the 9th straight month, falling 22% from August last year.</p><p>Sending mixed signals however was business confidence bouncing in July to 7 points, from its 2022 low of 1 point the previous month.</p><h2>Gas market heats up</h2><p>Beach Energy (ASX: BPT)announced it will sell 3.75 million tonnes of its LNG under a sale and purchase agreement executed this week with oil and gas giant BP’s subsidiary BP Singapore.</p><p>The Australian oil and gas company made the announcement Monday – saying it has agreed to sell 3.75Mt of LNG to BP, which brings it closer to a supplier of LNG to global markets.</p><p>MeanwhileSantos (ASX: STO)announced it has acquired Hunter Gas Pipeline in an effort to send gas from Queensland to Australia’s southern states to help aid the expected shortfalls in coming years.</p><p>The company received planning approval for a pipeline from the Wallumbilla Gas Hub in southern Queensland to Newcastle through Narrabri.</p><h2>Miners making moves</h2><p>OZ Minerals (ASX: OZL) rejected an$8.4 billion takeover bidbyBHP (ASX: BHP), claiming the offer significantly undervalues the company.</p><p>In an effort to expand BHP’s copper portfolio, BHP made a conditional and non-binding indicative proposal of $25 per share for OZ Minerals.</p><p>Stanmore Resources (ASX: SMR) announced it will buy Mitsui &amp; Co’s remaining 20% stake in BHP Mitsui Coal (now renamed Stanmore SMC) the company’s joint venture with BHP (ASX: BHP), for an estimated $380 million.</p><p>The Australia-based resources company plans to fund the purchase through internal resources, which comes after it agreed on 3 May 2022 to buy BHP’s 80% stake in the venture for $1.35 billion.</p><h2>Medical progress</h2><p>Biotechnology company Imugene (ASX: IMU) has revealed “positive signs” from its PD1-Vaxx trial in non-small cell lung cancer patients.</p><p>Imugene’s phase 1 study is evaluating its B-Cell immunotherapy candidate PD1-Vaxx to better understand its safety and tolerability when treating patients with non-small cell lung cancer.</p><p>ResMed (ASX: RMD)revealed fourth-quarter net income of US$195 million, the sleep apnoea device maker beating estimates of US$193.7 million, with revenue up 4% to US$914.7 million.</p><h2>Small cap stock action</h2><p>The Small Ords index rose 1.11% this week to close at 3050.4 points.</p><h3><img src=\"https://static.tigerbbs.com/ca2c69106124811fa2fc593be33ab0bf\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>ASX 200 vs Small Ords</h3><p>Small cap companies making headlines this week were:</p><h3>iSelect (ASX: ISU)</h3><p>The board of consumer services firmiSelect this week approved a proposed $72 million takeover bid from Innovation Holdings Australia, owner of comparison website Compare the Market.</p><p>IHA currently has 26% equity in iSelect and will assume ownership of the remaining 74% via a scheme of arrangement.</p><p>iSelect shareholders stand to receive a cash consideration of $0.30 per share for the transfer to IHA.</p><h3>Lotus Resources (ASX: LOT)</h3><p>Lotus Resources released a much-anticipated definitive feasibility studyinto the restart of the Kayelekera uranium mine in Malawi.</p><p>Among other findings, the study showed the mine could become one of the lowest capital cost uranium developments in the world and could be operational in as little as 15 months after the final investment decision.</p><p>Other standout features include attractive operating costs, which take into consideration the current high inflation environment while ensuring Lotus can significantly reduce its carbon footprint.</p><p>Lotus managing director Keith Bowes said the study would sit well with investors, who chase projects with low technical risk and restart capital.</p><h3>Kazia Therapeutics (ASX: KZA)</h3><p>Oncology-focused drug developerKazia Therapeutics has presented new data from an ongoing phase 1 clinical trial of paxalisibin combination with radiotherapy for the treatment of brain metastases.</p><p>The company reported all nine patients evaluated in the trial experienced complete or partial response to treatment – representing an overall response rate of 100%.</p><p>Recruitment of another 12 patients for the second stage of the study is underway and Kazia anticipates preliminary data in 2023.</p><h3>Lithium Plus Minerals (ASX: LPM)</h3><p>Junior explorer Lithium Plus Minerals intersected a wide pegmatite at the Lei prospect within the Bynoe lithium project in the Northern Territory.</p><p>A maiden drill hole hit 43m of pegmatite down hole from 191.9m to 234.9m, which included 3m of wall rock from 211.6m.</p><p>It is believed to indicate an extension of the pegmatite system at depth beneath a historical discovery hole drilled by Kingston Resources in 2017, which returned 12m at 1.43% lithium oxide and 16m at 0.69% lithium oxide.</p><p>The completed hole is the first of up to nine holes in a two phase 1,800m diamond drilling program at Lei.</p><p>Results from three phase one holes will provide detailed characterisation and key structural information to support further drill planning and targeting.</p><p>Stage two will include up to six holes over 1,200m targeting further definition of lithium-bearing pegmatites at Lei.</p><h3>Pure Hydrogen Corporation (ASX: PH2) and Botala Energy (ASX: BTE)</h3><p>Australian clean energy company Pure Hydrogen Corporation confirmed that two wells are scheduled to be drilled on the Serowe coal-bed methane gas project in Botswana next month.</p><p>The Serowe-6 and Serowe-7 appraisal wells will be completed by local contractor Kalahari Gas Corporation, and Serowe-3 will be flow tested.</p><p>Botala Energy is operator of the Serowe project with a 70% equity, while Pure Hydrogen has a 30% free carried interest in the project and a 19.9% interest in Botala.</p><p>Following completion of the first three wells, Botala is planning to drill an additional four pilot wells in preparation for a commercial pilot flow testing program.</p><p>Botala was admitted to the ASX in July after raising $5 million in an initial public offering.</p><h3>Magnis Energy Technologies (ASX: MNS)</h3><p>Magnis Energy Technologies and its joint venture partner Charge have announcedcommercial production has begun at the Imperium3 New York lithium-ion battery manufacturing plantin Endicott.</p><p>The batteries are manufactured using Charge’s technology and possess one of the highest voltages of any lithium-ion batteries available. Additionally, these batteries do not contain nickel or cobalt.</p><p>It is expected that several thousand batteries will be produced at the 22,000sq m plant in the first month, which will be evaluated for quality assurance.</p><p>Once this has been confirmed, annual production will increase to 1GWh by the end of 2023 and into 38GWh by the end of the decade.</p><p>At 1.8GWh capacity, around 15,000 battery cells will be produced daily.</p><p>The Imperium3 plant is currently the only pure home-grown battery plant in North America.</p><h2>The week ahead</h2><p>Unemployment numbers are the main data point to watch next week in the local market, with the unemployment rate expected to hold steady at around 3.5%.</p><p>The Reserve Bank of Australia meeting minutes will be release on Tuesday and be scoured for clues as to what the central bank may do next. With further, but not as sharp, rate rises forecast.</p><p>Over in the US data points to look out for will be retail sales for July and housing start numbers.</p><p>In China, industrial production numbers will be released with expectations it will fall short of the 5% forecast.</p></body></html>","source":"lsy1647655037355","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>ASX Weekly Review: Fourth Straight Week of Gains for the Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASX Weekly Review: Fourth Straight Week of Gains for the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-13 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://smallcaps.com.au/fourth-straight-week-gains-market-weekly-review/><strong>Small Caps</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 points or 0.24% to close at 7032.5 points.Marking the fourth straight week of gain and closing above ...</p>\n\n<a href=\"https://smallcaps.com.au/fourth-straight-week-gains-market-weekly-review/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数"},"source_url":"https://smallcaps.com.au/fourth-straight-week-gains-market-weekly-review/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160376648","content_text":"Despite ongoing uncertainty on the macro front, the ASX 200 inched higher again this week up 38.5 points or 0.24% to close at 7032.5 points.Marking the fourth straight week of gain and closing above the psychologically important 7000 point level.Meanwhile the broader All Ordinaries shaved 36.6 points or 0.5% to end the week lower at 7288.8.Inflation cools but still highIn currency markets, the Aussie dollar hit an 8-week high getting above US$0.71. The rally underpinned by a softer than expected US inflation report that saw risk assets rally.US inflation coming in at 8.5% for July, while still high, it was a significant fall from the annual rate of 9.1% recorded in June.Data from the Housing Industry Association (HIA) revealed that new home sales in Australia plunged 13.1% month-on-month in July, swinging from a 1.9% gain in June.The Australian Bureau of Statistics data showed that nationwide household debt levels have increased, the average home loan size was $609,789 in June 2022, compared to $571,995 one year earlier.With interest rates on the rise and the economy expected to take a hit as a result, the number of distressed homes currently at 6,000 could reach 8,000 by year end.Feeling the pinch at the household level, consumer confidence continues to decline, falling for the 9th straight month, falling 22% from August last year.Sending mixed signals however was business confidence bouncing in July to 7 points, from its 2022 low of 1 point the previous month.Gas market heats upBeach Energy (ASX: BPT)announced it will sell 3.75 million tonnes of its LNG under a sale and purchase agreement executed this week with oil and gas giant BP’s subsidiary BP Singapore.The Australian oil and gas company made the announcement Monday – saying it has agreed to sell 3.75Mt of LNG to BP, which brings it closer to a supplier of LNG to global markets.MeanwhileSantos (ASX: STO)announced it has acquired Hunter Gas Pipeline in an effort to send gas from Queensland to Australia’s southern states to help aid the expected shortfalls in coming years.The company received planning approval for a pipeline from the Wallumbilla Gas Hub in southern Queensland to Newcastle through Narrabri.Miners making movesOZ Minerals (ASX: OZL) rejected an$8.4 billion takeover bidbyBHP (ASX: BHP), claiming the offer significantly undervalues the company.In an effort to expand BHP’s copper portfolio, BHP made a conditional and non-binding indicative proposal of $25 per share for OZ Minerals.Stanmore Resources (ASX: SMR) announced it will buy Mitsui & Co’s remaining 20% stake in BHP Mitsui Coal (now renamed Stanmore SMC) the company’s joint venture with BHP (ASX: BHP), for an estimated $380 million.The Australia-based resources company plans to fund the purchase through internal resources, which comes after it agreed on 3 May 2022 to buy BHP’s 80% stake in the venture for $1.35 billion.Medical progressBiotechnology company Imugene (ASX: IMU) has revealed “positive signs” from its PD1-Vaxx trial in non-small cell lung cancer patients.Imugene’s phase 1 study is evaluating its B-Cell immunotherapy candidate PD1-Vaxx to better understand its safety and tolerability when treating patients with non-small cell lung cancer.ResMed (ASX: RMD)revealed fourth-quarter net income of US$195 million, the sleep apnoea device maker beating estimates of US$193.7 million, with revenue up 4% to US$914.7 million.Small cap stock actionThe Small Ords index rose 1.11% this week to close at 3050.4 points.ASX 200 vs Small OrdsSmall cap companies making headlines this week were:iSelect (ASX: ISU)The board of consumer services firmiSelect this week approved a proposed $72 million takeover bid from Innovation Holdings Australia, owner of comparison website Compare the Market.IHA currently has 26% equity in iSelect and will assume ownership of the remaining 74% via a scheme of arrangement.iSelect shareholders stand to receive a cash consideration of $0.30 per share for the transfer to IHA.Lotus Resources (ASX: LOT)Lotus Resources released a much-anticipated definitive feasibility studyinto the restart of the Kayelekera uranium mine in Malawi.Among other findings, the study showed the mine could become one of the lowest capital cost uranium developments in the world and could be operational in as little as 15 months after the final investment decision.Other standout features include attractive operating costs, which take into consideration the current high inflation environment while ensuring Lotus can significantly reduce its carbon footprint.Lotus managing director Keith Bowes said the study would sit well with investors, who chase projects with low technical risk and restart capital.Kazia Therapeutics (ASX: KZA)Oncology-focused drug developerKazia Therapeutics has presented new data from an ongoing phase 1 clinical trial of paxalisibin combination with radiotherapy for the treatment of brain metastases.The company reported all nine patients evaluated in the trial experienced complete or partial response to treatment – representing an overall response rate of 100%.Recruitment of another 12 patients for the second stage of the study is underway and Kazia anticipates preliminary data in 2023.Lithium Plus Minerals (ASX: LPM)Junior explorer Lithium Plus Minerals intersected a wide pegmatite at the Lei prospect within the Bynoe lithium project in the Northern Territory.A maiden drill hole hit 43m of pegmatite down hole from 191.9m to 234.9m, which included 3m of wall rock from 211.6m.It is believed to indicate an extension of the pegmatite system at depth beneath a historical discovery hole drilled by Kingston Resources in 2017, which returned 12m at 1.43% lithium oxide and 16m at 0.69% lithium oxide.The completed hole is the first of up to nine holes in a two phase 1,800m diamond drilling program at Lei.Results from three phase one holes will provide detailed characterisation and key structural information to support further drill planning and targeting.Stage two will include up to six holes over 1,200m targeting further definition of lithium-bearing pegmatites at Lei.Pure Hydrogen Corporation (ASX: PH2) and Botala Energy (ASX: BTE)Australian clean energy company Pure Hydrogen Corporation confirmed that two wells are scheduled to be drilled on the Serowe coal-bed methane gas project in Botswana next month.The Serowe-6 and Serowe-7 appraisal wells will be completed by local contractor Kalahari Gas Corporation, and Serowe-3 will be flow tested.Botala Energy is operator of the Serowe project with a 70% equity, while Pure Hydrogen has a 30% free carried interest in the project and a 19.9% interest in Botala.Following completion of the first three wells, Botala is planning to drill an additional four pilot wells in preparation for a commercial pilot flow testing program.Botala was admitted to the ASX in July after raising $5 million in an initial public offering.Magnis Energy Technologies (ASX: MNS)Magnis Energy Technologies and its joint venture partner Charge have announcedcommercial production has begun at the Imperium3 New York lithium-ion battery manufacturing plantin Endicott.The batteries are manufactured using Charge’s technology and possess one of the highest voltages of any lithium-ion batteries available. Additionally, these batteries do not contain nickel or cobalt.It is expected that several thousand batteries will be produced at the 22,000sq m plant in the first month, which will be evaluated for quality assurance.Once this has been confirmed, annual production will increase to 1GWh by the end of 2023 and into 38GWh by the end of the decade.At 1.8GWh capacity, around 15,000 battery cells will be produced daily.The Imperium3 plant is currently the only pure home-grown battery plant in North America.The week aheadUnemployment numbers are the main data point to watch next week in the local market, with the unemployment rate expected to hold steady at around 3.5%.The Reserve Bank of Australia meeting minutes will be release on Tuesday and be scoured for clues as to what the central bank may do next. With further, but not as sharp, rate rises forecast.Over in the US data points to look out for will be retail sales for July and housing start numbers.In China, industrial production numbers will be released with expectations it will fall short of the 5% forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912109915,"gmtCreate":1664763741437,"gmtModify":1676537504468,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Great Sharing.&nbsp;","listText":"Great Sharing.&nbsp;","text":"Great Sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912109915","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998774303,"gmtCreate":1661067325004,"gmtModify":1676536448616,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thanks you for your post.&nbsp;","listText":"Thanks you for your post.&nbsp;","text":"Thanks you for your post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998774303","repostId":"2261587214","repostType":4,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998774423,"gmtCreate":1661067385463,"gmtModify":1676536448632,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thanks you for your post.&nbsp;","listText":"Thanks you for your post.&nbsp;","text":"Thanks you for your post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998774423","repostId":"2260000093","repostType":4,"repost":{"id":"2260000093","kind":"highlight","pubTimestamp":1661047111,"share":"https://ttm.financial/m/news/2260000093?lang=&edition=fundamental","pubTime":"2022-08-21 09:58","market":"us","language":"en","title":"Will Snowflake Be Worth More Than Alphabet by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=2260000093","media":"Motley Fool","summary":"Could this high-growth cloud stock become a cloud king?","content":"<html><head></head><body><p><b>Snowflake</b> has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett&#39;s <b>Berkshire Hathaway </b>and <b>Salesforce</b>.</p><p>Snowflake&#39;s stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F696585%2Fdigital-snowflake-circuit.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.</p><p>Snowflake is currently worth about $54 billion, so it&#39;s still dwarfed by cloud giants like <b>Alphabet</b>, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let&#39;s review Snowflake&#39;s business model, growth rates, and valuations to decide.</p><h2>Why is Snowflake growing so quickly?</h2><p>Snowflake&#39;s revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.</p><p>In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created &#34;data silos,&#34; which reduced their overall efficiency.</p><p>Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce&#39;s Tableau and <b>Microsoft</b>&#39;s Power BI. This approach helps companies make better data-driven decisions.</p><h2>What are Snowflake&#39;s long-term plans?</h2><p>Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.</p><p>By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.</p><p>Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.</p><p>Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.</p><h2>But Snowflake won&#39;t be worth more than Alphabet</h2><p>Snowflake still trades at 27 times this year&#39;s sales, and it&#39;s doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.</p><p>But that would still be less than a tenth of Alphabet&#39;s current market cap. Furthermore, Alphabet&#39;s valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won&#39;t come close to matching Alphabet&#39;s market cap by 2030, even if it checks off all its long-term goals.</p><p>But investors shouldn&#39;t assume Snowflake can achieve those goals. Snowflake&#39;s success is already prompting <b>Amazon</b>, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it&#39;s still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake&#39;s prices.</p><p>Snowflake&#39;s stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it&#39;s still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Snowflake Be Worth More Than Alphabet by 2030?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Snowflake Be Worth More Than Alphabet by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260000093","content_text":"Snowflake has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's Berkshire Hathaway and Salesforce.Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.Image source: Getty Images.Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like Alphabet, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.Why is Snowflake growing so quickly?Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created \"data silos,\" which reduced their overall efficiency.Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and Microsoft's Power BI. This approach helps companies make better data-driven decisions.What are Snowflake's long-term plans?Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.But Snowflake won't be worth more than AlphabetSnowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting Amazon, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980150966,"gmtCreate":1665685450956,"gmtModify":1676537648618,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980150966","repostId":"9980360371","repostType":1,"repost":{"id":9980360371,"gmtCreate":1665654413694,"gmtModify":1676537643513,"author":{"id":"4110521855651232","authorId":"4110521855651232","name":"Lauritzen","avatar":"https://community-static.tradeup.com/news/8a7dd9e5318c30f23d30d56125adff55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110521855651232","authorIdStr":"4110521855651232"},"themes":[],"title":"Trading Plan: 13 October 2022","htmlText":"Nasdaq (-0.09%) closed under the June support, but not with important volumes. This indecision move might be a result of today CPI’s data. Nothing new regarding the price action, all scenarios are possible: bearish and continuation vs. the 10.000 level vs. a reversal from this support area.&nbsp;<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> SP-500 (-0.33%) closed in the same area as the last Friday’s low. News is pending, no need to make bets and the volatility might be high. Watching the marked levels for clues. And of course, the amplitude of the moves by assessing the volumes.&nbsp;<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> In the newsFed officials expect higher rates to stay in place, meeting minutes show.Microsoft cloud leader Scott Guthrie says compa","listText":"Nasdaq (-0.09%) closed under the June support, but not with important volumes. This indecision move might be a result of today CPI’s data. Nothing new regarding the price action, all scenarios are possible: bearish and continuation vs. the 10.000 level vs. a reversal from this support area.&nbsp;<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> SP-500 (-0.33%) closed in the same area as the last Friday’s low. News is pending, no need to make bets and the volatility might be high. Watching the marked levels for clues. And of course, the amplitude of the moves by assessing the volumes.&nbsp;<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> In the newsFed officials expect higher rates to stay in place, meeting minutes show.Microsoft cloud leader Scott Guthrie says compa","text":"Nasdaq (-0.09%) closed under the June support, but not with important volumes. This indecision move might be a result of today CPI’s data. Nothing new regarding the price action, all scenarios are possible: bearish and continuation vs. the 10.000 level vs. a reversal from this support area. $NASDAQ(.IXIC)$ SP-500 (-0.33%) closed in the same area as the last Friday’s low. News is pending, no need to make bets and the volatility might be high. Watching the marked levels for clues. And of course, the amplitude of the moves by assessing the volumes. $S&P 500(.SPX)$ In the newsFed officials expect higher rates to stay in place, meeting minutes show.Microsoft cloud leader Scott Guthrie says compa","images":[{"img":"https://community-static.tradeup.com/news/28a82740b8427e4ccc2d9c77a220446e","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/3d6e1e9f5cf90fd36eabeb192529c4d2","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/2b3781c3d4cdc712e9f2c18b505b47dc","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980360371","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901645584,"gmtCreate":1659197890248,"gmtModify":1676536270984,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901645584","repostId":"1167462110","repostType":4,"repost":{"id":"1167462110","kind":"news","pubTimestamp":1659137882,"share":"https://ttm.financial/m/news/1167462110?lang=&edition=fundamental","pubTime":"2022-07-30 07:38","market":"us","language":"en","title":"SPY: The Bears Will Be Left Holding A Participation Trophy","url":"https://stock-news.laohu8.com/highlight/detail?id=1167462110","media":"seekingalpha","summary":"SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro env","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.</li><li>An expectation for inflation to trend lower will set the stage for improving economic conditions going forward.</li><li>We are bullish on stocks and expect the rally to accelerate.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f744fd0ae071b9c2cf8c20afa3a5d7d7\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>Motortion</span></p><p>The market action has turned decisively bullish with the S&amp;P 500 (NYSEARCA:SPY) up over 13% from its June cycle low. What we&#39;re seeing is a shifting narrative where the major macro headwinds from the first half of the year arebeing left behind with stocks starting to price in improving conditions. The news flash is that the doom-and-gloomers with a pocalyptic calls for a depression-style crash may end up being wrong. The momentum in stocks right now is real and our message here is that we expect more upside.</p><p><b>A Technical Recession Is No Problem</b></p><p>Inflation has been hot, interest rates are higher, and the latest Q2 GDP data confirmed a technical recession. That being said, the overall economy appears relatively stable or resilient with room to emerge out of this rough patch. The bigger point here is that Q2 is history with an understanding that stocks are forward-looking. From a macro perspective, the scenario we see playing out is the soft landing.</p><p>Briefly, our take on the 0.9% decline in the Q2 GDP is to keep in mind that the economy was historically strong in 2021, growing by a massive 5.7%, in part fueled by the record stimulus last year. The result left both a tough comparison base and added a layer of volatility beyond the headline-making supply chain disruptions and geopolitical issues that defined the quarter. What&#39;s more positive is the real growth on a 2- and 3-year stacked basis from pre-pandemic levels. It&#39;s also encouraging that the quarter-over-quarter decline narrowed compared to the Q1 trend.</p><p>Other data has been more positive including the low unemployment rate and latest retail sales. In our view, the U.S. consumer as a group has been bruised, but otherwise alive and well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f471219423737fa34aa6d51422e1f5a0\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>source: tradingeconomics</span></p><p><b>Peak Inflation and Peak Fed Hawkishness</b></p><p>All indications are that inflation will begin to trend lower which removes one of the main culprits of the recent economic weakness. From there, the latest Fed rate hike likely marked &#34;peak hawkishness&#34; by removing the urgency to get more and more aggressive at future meetings. Inflation, as it relates to a near double-digit annual rate, may very well end up being transitory if we&#39;re allowed to un-retire that word.</p><p>The most positive indication is the sharp drop in gas prices which will directly hit the CPI over the next few months. According to data from &#34;GasBuddy&#34;, the national average for gas prices in the U.S. is down 78 cents from its peak in mid-June and forecast to drop under $4.00 per gallon over the next few weeks. Consumers are spending less on gas today than last month which means more money for other stuff.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d90d4f10e471f95a70656feacfb33d65\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>source: Twitter</span></p><p>Companies complainingabout high costs are set to get some breathing room. Most commodities are down 10-20% or more from their highs. Furthermore, we can highlight that reports of major retailers moving to discount merchandise to deal with a glut of inventory will also help cool inflation on the goods side. This is important because it plays into both a potential rebound of consumer sentiment and improved economic activity into 2023.</p><p>Investors need to start looking ahead toward the July CPI data release on August 10th. It&#39;s not a stretch to imagine that a cold inflation rate print that day will be read positively and can work as a catalyst for the next leg higher in stocks. The Fed may come into September FOMC with some swagger based on evidence their strategy is working. Call it effective execution, good timing, or just dumb luck; but a combination of inflation expectations trending lower while leading economic indicators rebound higher is a strong setup for risk assets. That&#39;s why we&#39;re bullish.</p><p><b>The Earnings That Really Matter</b></p><p>With Q2 earnings season in full swing, what we&#39;re seeing is that the companies that matter, being the mega-cap leaders, are proving capable of effectively navigating the current environment. The bullish case for the S&amp;P 500 got a lift this week with Amazon.com (AMZN) and Apple Inc. (AAPL) both beating estimates adding some confidence to both economic conditions and the market earnings trajectory.</p><p>The reports from other high-profile names like Alphabet Inc. (GOOGL), Microsoft Corp. (MSFT), and Tesla, Inc. (TSLA) were also positive. Notably, these stocks are among the largest constituents of the S&amp;P 500 which makes the index hard to bet against. At the end of the day, earnings growth is the most important driver for stock market performance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a81fd6f1229142dc7dfd044c031387a7\" tg-width=\"602\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>One of the most controversial data points right now is the outlook for S&amp;P 500 earnings to climb 10% this year to $229.14. Any bearish case for stocks essentially needs that number to be wrong and drastically underperform expectations, maybe from a collapse in the economy. It hasn&#39;t happened thus far and we don&#39;t think it will. The Q2 earnings season is helping to reaffirm the S&amp;P 500 bottom-up EPS estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/166116ac51259509bf3bf659acda1ae5\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>source: FactSet Research Systems</span></p><p>The other side to the earnings trend is the impact on valuations. The chart below makes it clear that the market is cheap considering earnings are climbing even as stock prices are down from their peak. With the S&amp;P 500 currently trading at around the index level of 4100, the implied 12-month market forward P/E is 17x, which is below the 5-year average of 18.5x, around 9% higher. The upside here should consider that as macro conditions improve, earnings estimates have room to be revised even higher, making stocks appear even more attractive. A dynamic of multiples expansion can take hold.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/700439f883ca2e0ab354c8bb6b980324\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>source: FactSet</span></p><p><b>Behavioral Biases Are Dangerous</b></p><p>Putting it all together, we attempted to show that some of the biggest storm clouds are passing and there is light at the end of the tunnel. Anyone with a short position on stocks or even sitting on the sidelines is likely sweating amid the rally in recent weeks.</p><p>We sense that a large segment of the market is falling for a couple of textbook behavioral biases related to cognitive dissonance. The main concept here is the trap of getting too emotionally attached to the bearish (or bullish) case in stocks for any number of reasons.</p><p>In truth, the allure of being a market bear is tempting. There is just something extra gratifying about shorting a stock and making money while the big wigs on Wall Street have a buy rating. Doom and gloom commentary against the grain always seems to come off as extra smart. Similarly, it&#39;s fair to say that the current political environment is conducive to keeping a cynical view on things. A call against the market may seem like a referendum against the status quo or even a judgment on global Central Banking orthodoxy. It&#39;s understandable, we get it, but it doesn&#39;t work like that. The market doesn&#39;t care about opinions and keeping an open mind is the way to go.</p><p>It&#39;s important to incorporate new information to make more objective decisions to overcome what&#39;s known as conservatism bias. Bears may also be expressing some confirmation bias by only valuing the data points that help reaffirm their pessimistic outlook. The headline of Q2 GDP decline may have fed into a view that the economy is falling apart and stocks will crash lower, but what we say was the S&amp;P 500 surged by over 1% on the report.</p><p><b>What&#39;s Next?</b></p><p>The next test for the S&amp;P 500 will be at the index level of 4,200 corresponding to around $420 in the SPY ETF. Let&#39;s go. We then see SPX retesting 4,500 which is a level it last traded at in mid-April. On the downside, 4,000 is the first level of support while a break under 3,800 or $380 in SPY would be indicative of a more serious deterioration.</p><p>On that point, it&#39;s always worth covering some of the risks. We can bring up the ongoing Russia-Ukraine war, which still has the potential to escalate, would force a reassessment of global stability. Energy prices are also a key monitoring point. Significantly higher oil and gas prices could kickstart a new round of inflation which would undermine the bullish case for equities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f1785b169a249f7f1d138140fde7d84\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>The way we see it playing out is that the market narrative will take some time to change. Some don&#39;t want to believe it. People are still talking about high gas prices and record inflation. The Q2 GDP print and big recession word is the headline de jour.</p><p>Fast forward, the door for economic data to come in better than expected over the next few months sets the stage for a new theme of recovery and stronger sentiment. If stocks continue to trend higher, the action will evolve into a fear of missing out for anyone on the sidelines while shorts rush to cover. The momentum can accelerate. Bears were winners to start 2022 but may ultimately be left just holding a participation trophy.</p><p>This article was written by BOOX Research</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>SPY: The Bears Will Be Left Holding A Participation Trophy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPY: The Bears Will Be Left Holding A Participation Trophy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.An expectation for inflation to trend lower will set the stage for improving economic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4527348-spy-market-gained-momentum-solid-earnings-season?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A11","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167462110","content_text":"SummaryThe S&P 500 has gained momentum on an overall solid earnings season with a shifting macro environment.An expectation for inflation to trend lower will set the stage for improving economic conditions going forward.We are bullish on stocks and expect the rally to accelerate.MotortionThe market action has turned decisively bullish with the S&P 500 (NYSEARCA:SPY) up over 13% from its June cycle low. What we're seeing is a shifting narrative where the major macro headwinds from the first half of the year arebeing left behind with stocks starting to price in improving conditions. The news flash is that the doom-and-gloomers with a pocalyptic calls for a depression-style crash may end up being wrong. The momentum in stocks right now is real and our message here is that we expect more upside.A Technical Recession Is No ProblemInflation has been hot, interest rates are higher, and the latest Q2 GDP data confirmed a technical recession. That being said, the overall economy appears relatively stable or resilient with room to emerge out of this rough patch. The bigger point here is that Q2 is history with an understanding that stocks are forward-looking. From a macro perspective, the scenario we see playing out is the soft landing.Briefly, our take on the 0.9% decline in the Q2 GDP is to keep in mind that the economy was historically strong in 2021, growing by a massive 5.7%, in part fueled by the record stimulus last year. The result left both a tough comparison base and added a layer of volatility beyond the headline-making supply chain disruptions and geopolitical issues that defined the quarter. What's more positive is the real growth on a 2- and 3-year stacked basis from pre-pandemic levels. It's also encouraging that the quarter-over-quarter decline narrowed compared to the Q1 trend.Other data has been more positive including the low unemployment rate and latest retail sales. In our view, the U.S. consumer as a group has been bruised, but otherwise alive and well.source: tradingeconomicsPeak Inflation and Peak Fed HawkishnessAll indications are that inflation will begin to trend lower which removes one of the main culprits of the recent economic weakness. From there, the latest Fed rate hike likely marked \"peak hawkishness\" by removing the urgency to get more and more aggressive at future meetings. Inflation, as it relates to a near double-digit annual rate, may very well end up being transitory if we're allowed to un-retire that word.The most positive indication is the sharp drop in gas prices which will directly hit the CPI over the next few months. According to data from \"GasBuddy\", the national average for gas prices in the U.S. is down 78 cents from its peak in mid-June and forecast to drop under $4.00 per gallon over the next few weeks. Consumers are spending less on gas today than last month which means more money for other stuff.source: TwitterCompanies complainingabout high costs are set to get some breathing room. Most commodities are down 10-20% or more from their highs. Furthermore, we can highlight that reports of major retailers moving to discount merchandise to deal with a glut of inventory will also help cool inflation on the goods side. This is important because it plays into both a potential rebound of consumer sentiment and improved economic activity into 2023.Investors need to start looking ahead toward the July CPI data release on August 10th. It's not a stretch to imagine that a cold inflation rate print that day will be read positively and can work as a catalyst for the next leg higher in stocks. The Fed may come into September FOMC with some swagger based on evidence their strategy is working. Call it effective execution, good timing, or just dumb luck; but a combination of inflation expectations trending lower while leading economic indicators rebound higher is a strong setup for risk assets. That's why we're bullish.The Earnings That Really MatterWith Q2 earnings season in full swing, what we're seeing is that the companies that matter, being the mega-cap leaders, are proving capable of effectively navigating the current environment. The bullish case for the S&P 500 got a lift this week with Amazon.com (AMZN) and Apple Inc. (AAPL) both beating estimates adding some confidence to both economic conditions and the market earnings trajectory.The reports from other high-profile names like Alphabet Inc. (GOOGL), Microsoft Corp. (MSFT), and Tesla, Inc. (TSLA) were also positive. Notably, these stocks are among the largest constituents of the S&P 500 which makes the index hard to bet against. At the end of the day, earnings growth is the most important driver for stock market performance.Seeking AlphaOne of the most controversial data points right now is the outlook for S&P 500 earnings to climb 10% this year to $229.14. Any bearish case for stocks essentially needs that number to be wrong and drastically underperform expectations, maybe from a collapse in the economy. It hasn't happened thus far and we don't think it will. The Q2 earnings season is helping to reaffirm the S&P 500 bottom-up EPS estimates.source: FactSet Research SystemsThe other side to the earnings trend is the impact on valuations. The chart below makes it clear that the market is cheap considering earnings are climbing even as stock prices are down from their peak. With the S&P 500 currently trading at around the index level of 4100, the implied 12-month market forward P/E is 17x, which is below the 5-year average of 18.5x, around 9% higher. The upside here should consider that as macro conditions improve, earnings estimates have room to be revised even higher, making stocks appear even more attractive. A dynamic of multiples expansion can take hold.source: FactSetBehavioral Biases Are DangerousPutting it all together, we attempted to show that some of the biggest storm clouds are passing and there is light at the end of the tunnel. Anyone with a short position on stocks or even sitting on the sidelines is likely sweating amid the rally in recent weeks.We sense that a large segment of the market is falling for a couple of textbook behavioral biases related to cognitive dissonance. The main concept here is the trap of getting too emotionally attached to the bearish (or bullish) case in stocks for any number of reasons.In truth, the allure of being a market bear is tempting. There is just something extra gratifying about shorting a stock and making money while the big wigs on Wall Street have a buy rating. Doom and gloom commentary against the grain always seems to come off as extra smart. Similarly, it's fair to say that the current political environment is conducive to keeping a cynical view on things. A call against the market may seem like a referendum against the status quo or even a judgment on global Central Banking orthodoxy. It's understandable, we get it, but it doesn't work like that. The market doesn't care about opinions and keeping an open mind is the way to go.It's important to incorporate new information to make more objective decisions to overcome what's known as conservatism bias. Bears may also be expressing some confirmation bias by only valuing the data points that help reaffirm their pessimistic outlook. The headline of Q2 GDP decline may have fed into a view that the economy is falling apart and stocks will crash lower, but what we say was the S&P 500 surged by over 1% on the report.What's Next?The next test for the S&P 500 will be at the index level of 4,200 corresponding to around $420 in the SPY ETF. Let's go. We then see SPX retesting 4,500 which is a level it last traded at in mid-April. On the downside, 4,000 is the first level of support while a break under 3,800 or $380 in SPY would be indicative of a more serious deterioration.On that point, it's always worth covering some of the risks. We can bring up the ongoing Russia-Ukraine war, which still has the potential to escalate, would force a reassessment of global stability. Energy prices are also a key monitoring point. Significantly higher oil and gas prices could kickstart a new round of inflation which would undermine the bullish case for equities.Seeking AlphaThe way we see it playing out is that the market narrative will take some time to change. Some don't want to believe it. People are still talking about high gas prices and record inflation. The Q2 GDP print and big recession word is the headline de jour.Fast forward, the door for economic data to come in better than expected over the next few months sets the stage for a new theme of recovery and stronger sentiment. If stocks continue to trend higher, the action will evolve into a fear of missing out for anyone on the sidelines while shorts rush to cover. The momentum can accelerate. Bears were winners to start 2022 but may ultimately be left just holding a participation trophy.This article was written by BOOX Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916815876,"gmtCreate":1664554395895,"gmtModify":1676537476872,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thank you for your good post.&nbsp;","listText":"Thank you for your good post.&nbsp;","text":"Thank you for your good post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916815876","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992448615,"gmtCreate":1661362789942,"gmtModify":1676536503504,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thank you for all the great advise!","listText":"Thank you for all the great advise!","text":"Thank you for all the great advise!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992448615","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077148617,"gmtCreate":1658476655639,"gmtModify":1676536165407,"author":{"id":"3552229755080505","authorId":"3552229755080505","name":"Coc","avatar":"https://community-static.tradeup.com/news/935fe872d8024dbe3874fb60c716807d","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3552229755080505","authorIdStr":"3552229755080505"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077148617","repostId":"2253777150","repostType":4,"repost":{"id":"2253777150","kind":"highlight","pubTimestamp":1658448617,"share":"https://ttm.financial/m/news/2253777150?lang=&edition=fundamental","pubTime":"2022-07-22 08:10","market":"us","language":"en","title":"Meta's Facebook Revamping Main Feed to Attract Younger Users","url":"https://stock-news.laohu8.com/highlight/detail?id=2253777150","media":"Reuters","summary":"Meta Platforms said on Thursday it was revamping the main feed on its Facebook app to prioritize \"di","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> said on Thursday it was revamping the main feed on its Facebook app to prioritize &#34;discovery&#34; of new content, instead of posts from accounts users follow, a bid to style its apps after short-form video competitor TikTok.</p><p>Meta executives have voiced increased urgency in recent months around boosting the company&#39;s &#34;Reels&#34; product, similar to TikTok&#39;s short video format that has attracted many younger users.</p><p>&#34;Home&#34;, Facebook&#39;s main news feed tab that users will see when they open the app, will start more heavily featuring popular posts from accounts that users do not follow, including Reels and Stories, Meta said in a statement.</p><p>Facebook will suggest posts to users with its machine learning ranking system and is investing in artificial intelligence (AI) to serve recommended content, it added.</p><p>A new separate tab called &#39;Feeds&#39; will offer a version of the old approach, which overwhelmingly features posts from friends, pages and groups that users actively choose to follow.</p><p>Feeds in that tab will be presented chronologically, without personalized ranking, Chief Executive Officer Mark Zuckerberg said in a Facebook post. Meta said the feeds will not include suggested posts but will still have advertisements.</p><p>The world&#39;s biggest social media company has gone all in on algorithmic recommendations in recent months as the threat from TikTok has grown, a stark change from its 2018 plan to feature more posts from friends and family in the news feed.</p><p>Its Instagram app announced tests of a more &#34;immersive&#34; TikTok-style viewing experience in May, while Zuckerberg told investors in April that Meta was making significant investments to support the &#34;discovery engine&#34; approach.</p><p>Earlier this month, Chief Product Officer Chris Cox told employees there was a plan to increase fivefold the number of graphic processing units (GPUs) in its data centers by the year-end to provide extra computing power for AI. </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>Meta's Facebook Revamping Main Feed to Attract Younger Users</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\">\nMeta's Facebook Revamping Main Feed to Attract Younger Users\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/1-metas-facebook-revamping-main-220858720.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms said on Thursday it was revamping the main feed on its Facebook app to prioritize \"discovery\" of new content, instead of posts from accounts users follow, a bid to style its apps after ...</p>\n\n<a href=\"https://finance.yahoo.com/news/1-metas-facebook-revamping-main-220858720.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://finance.yahoo.com/news/1-metas-facebook-revamping-main-220858720.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253777150","content_text":"Meta Platforms said on Thursday it was revamping the main feed on its Facebook app to prioritize \"discovery\" of new content, instead of posts from accounts users follow, a bid to style its apps after short-form video competitor TikTok.Meta executives have voiced increased urgency in recent months around boosting the company's \"Reels\" product, similar to TikTok's short video format that has attracted many younger users.\"Home\", Facebook's main news feed tab that users will see when they open the app, will start more heavily featuring popular posts from accounts that users do not follow, including Reels and Stories, Meta said in a statement.Facebook will suggest posts to users with its machine learning ranking system and is investing in artificial intelligence (AI) to serve recommended content, it added.A new separate tab called 'Feeds' will offer a version of the old approach, which overwhelmingly features posts from friends, pages and groups that users actively choose to follow.Feeds in that tab will be presented chronologically, without personalized ranking, Chief Executive Officer Mark Zuckerberg said in a Facebook post. Meta said the feeds will not include suggested posts but will still have advertisements.The world's biggest social media company has gone all in on algorithmic recommendations in recent months as the threat from TikTok has grown, a stark change from its 2018 plan to feature more posts from friends and family in the news feed.Its Instagram app announced tests of a more \"immersive\" TikTok-style viewing experience in May, while Zuckerberg told investors in April that Meta was making significant investments to support the \"discovery engine\" approach.Earlier this month, Chief Product Officer Chris Cox told employees there was a plan to increase fivefold the number of graphic processing units (GPUs) in its data centers by the year-end to provide extra computing power for AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}