KDL personal page - To The Moon

KDL

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2022-10-08

Thanks for sharing

AMD's Q3 Sales Warning Seen As "Not Surprising" By Analysts, but Some Wonder If Gets Worse

2022-09-17

Thanks for sharing

Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards

2022-08-19

It is sad to see this actually. Will cinemas become a thing in the past?

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2022-07-21

$Tesla Motors(TSLA)$650 and below.

2022-05-10

Hope the market will stablize soon

@Lynn098:$RBLX 20220520 20.0 PUT$With the sharp fall in Roblox overnight, looks like I am going to be able to buy Roblox at $20.

2022-05-10

Thanks for sharing.

Palantir: Market Has Completely Misunderstood Its Latest Earnings

2022-04-20

Is this Gordon?

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2022-04-01

They probably sold two days ago, then pump out this news, prepare to scoop it at a great price, pump it again by upgrading it, rinse and repeat.

AMD Shares Dropped More Than 5% in Morning Trading

2022-03-09

As a consumer, I hate ads. As a shareholder, I love ads.😅😂

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2022-03-04

What happens if they report a rebound on govt sector the next ER? 🤔

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2022-02-27

Luxury is an interesting area to look out for.

Farfetch Soared 30% After EPS Beat, Strong Guidance

2022-02-18

This is probably going to be spammed all over by main stream media. Ok 👌

Tesla Plunges Seven Spots in Annual Consumer Reports Ranking

2022-02-18

Wow this report. Lol. ok

Ford Takes a Major Award Away From Tesla's Model 3

2022-02-17

I wonder if RBLX will get accquired..

Is RBLX Stock a Buy After Huge Earnings Plunge? 3 Analysts Weigh In on Roblox Price Predictions.

2022-02-09

Not sure. We shall see on earnings.

Airbnb Stock Looks Like the Next Covid Play to Stumble, Analyst Warns

2022-02-08

I admire his skills and knowledge but not sure if this public acknowledgemrnt of a political party will any good to pltr...

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2022-02-03

Is metaverse really just a hype? Personally I think how gaming is going to develop down the road can provide an insight to this.

Metauniverse Stocks Slid in Premarket Trading,With Block and Roblox Falling Over 6%

2022-01-27

🤦‍♀️ not at the stock, but at the article.

Stand Back as the Steep Pullback in Palantir Stock Looks to Get Worse

2022-01-26

16 Mar then.

FOMC Preview：Fed Not Expected to Raise Interest Rates This Week

2022-01-25

Amazing that he didn't exploit further. Gain respect for him and hope Tesla would reward him.

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Go to Tiger App to see more news

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for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914183367","repostId":"1177490519","repostType":2,"repost":{"id":"1177490519","kind":"news","pubTimestamp":1665144901,"share":"https://ttm.financial/m/news/1177490519?lang=&edition=fundamental","pubTime":"2022-10-07 20:15","market":"us","language":"en","title":"AMD's Q3 Sales Warning Seen As \"Not Surprising\" By Analysts, but Some Wonder If Gets Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1177490519","media":"Seeking Alpha","summary":"Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company prel","content":"<html><head></head><body><p>Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company preliminarily announced third-quarter figures, with sales missing by a wide margin. Most analysts were not surprised by the miss, but others wondered if the weaknessin the semiconductor market will get worse.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e522b19e2baf38ffcf9a23445bfd5c13\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>JHVEPhoto</span></p><p>Bank of America analyst Vivek Arya, who has a buy rating and a $90 price target on AMD (AMD), pointed out that the shortfall was &#34;almost entirely&#34; due to the PC segment, but a &#34;barely inline&#34; data center segment suggested frailty in the enterprise.</p><p>&#34;AMD did not update its Q4 outlook but we expect trends to remain sluggish and model sales to decline further [quarter-over-quarter] on Client weakness,&#34; Arya wrote in a note to clients.</p><p>The analyst lowered 2022 and 2023 earnings per share estimates to $3.32 and $4.02, respectively, but reiterated the firm&#39;s buy rating on continued share gains from Intel (INTC) and an attractive valuation, trading at 16 times 2023 earnings estimates, near the low end of its historical range.</p><p>Truist analyst William Stein, who rates AMD (AMD) hold with a $70 price target, noted that he is more concerned with competitive challenges.</p><p>&#34;We recognize AMD&#39;s impressive share gains but see a reinvigorated Intel and emerging DPU/CPU products from Nvidia as intensifying competitive challenges,&#34; Stein wrote in a note to clients. Stein also lowered 2023 earnings estimates to $3.88 per share, down from $4.45 per share.</p><p>The analyst added that AMD&#39;s (AMD) weakness in the PC market is also likely to keep hitting Intel (INTC), given it is 50% exposed to PCs, as well as Nvidia (NVDA), Diodes (DIOD) and Monolithic Power Systems (MPWR), each of which have 45%, 18% and 15% exposure to the PC industry, respectively.</p><p>Benchmark analyst Cody Acree, who has a buy rating on AMD (AMD), along with a $95 price target, noted the pre-announce &#34;not surprisingly&#34; blamed the PC space, but added that with the stock having declined more than 54% this year, it&#39;s largely baked in.</p><p>&#34;With the firm’s share price already suffering to an outsized degree this year, we believe this pre-announcement is already largely priced into the company’s stock and therefore reiterate our Buy rating but are reducing our price target to $95 from $135 on our lowered estimates,&#34; Acree wrote in a note to clients.</p><p>On Wednesday, Wells Fargo cut estimates on Advanced Micro Devices (AMD) due to PC market weakness and emerging concerns in the data center business.</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>AMD's Q3 Sales Warning Seen As \"Not Surprising\" By Analysts, but Some Wonder If Gets Worse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Q3 Sales Warning Seen As \"Not Surprising\" By Analysts, but Some Wonder If Gets Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3889593-amds-q3-sales-warning-seen-as-not-surprising-by-analysts-but-some-wonder-if-gets-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company preliminarily announced third-quarter figures, with sales missing by a wide margin. Most analysts were ...</p>\n\n<a href=\"https://seekingalpha.com/news/3889593-amds-q3-sales-warning-seen-as-not-surprising-by-analysts-but-some-wonder-if-gets-worse\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3889593-amds-q3-sales-warning-seen-as-not-surprising-by-analysts-but-some-wonder-if-gets-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177490519","content_text":"Advanced Micro Devices (NASDAQ:AMD) tumbled more than 5% on Friday as the semiconductor company preliminarily announced third-quarter figures, with sales missing by a wide margin. Most analysts were not surprised by the miss, but others wondered if the weaknessin the semiconductor market will get worse.JHVEPhotoBank of America analyst Vivek Arya, who has a buy rating and a $90 price target on AMD (AMD), pointed out that the shortfall was \"almost entirely\" due to the PC segment, but a \"barely inline\" data center segment suggested frailty in the enterprise.\"AMD did not update its Q4 outlook but we expect trends to remain sluggish and model sales to decline further [quarter-over-quarter] on Client weakness,\" Arya wrote in a note to clients.The analyst lowered 2022 and 2023 earnings per share estimates to $3.32 and $4.02, respectively, but reiterated the firm's buy rating on continued share gains from Intel (INTC) and an attractive valuation, trading at 16 times 2023 earnings estimates, near the low end of its historical range.Truist analyst William Stein, who rates AMD (AMD) hold with a $70 price target, noted that he is more concerned with competitive challenges.\"We recognize AMD's impressive share gains but see a reinvigorated Intel and emerging DPU/CPU products from Nvidia as intensifying competitive challenges,\" Stein wrote in a note to clients. Stein also lowered 2023 earnings estimates to $3.88 per share, down from $4.45 per share.The analyst added that AMD's (AMD) weakness in the PC market is also likely to keep hitting Intel (INTC), given it is 50% exposed to PCs, as well as Nvidia (NVDA), Diodes (DIOD) and Monolithic Power Systems (MPWR), each of which have 45%, 18% and 15% exposure to the PC industry, respectively.Benchmark analyst Cody Acree, who has a buy rating on AMD (AMD), along with a $95 price target, noted the pre-announce \"not surprisingly\" blamed the PC space, but added that with the stock having declined more than 54% this year, it's largely baked in.\"With the firm’s share price already suffering to an outsized degree this year, we believe this pre-announcement is already largely priced into the company’s stock and therefore reiterate our Buy rating but are reducing our price target to $95 from $135 on our lowered estimates,\" Acree wrote in a note to clients.On Wednesday, Wells Fargo cut estimates on Advanced Micro Devices (AMD) due to PC market weakness and emerging concerns in the data center business.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937692462,"gmtCreate":1663411072056,"gmtModify":1676537267356,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937692462","repostId":"1129633132","repostType":4,"repost":{"id":"1129633132","kind":"news","pubTimestamp":1663378125,"share":"https://ttm.financial/m/news/1129633132?lang=&edition=fundamental","pubTime":"2022-09-17 09:28","market":"us","language":"en","title":"Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=1129633132","media":"Seeking Alpha","summary":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ethereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.</li><li>Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.</li><li>The impact of the Merge on Nvidia’s sales will be, at best, ugly.</li><li>How will the Merge affect Nvidia’s expected RTX 40 series launch?</li><li>Investor takeaways: Will Nvidia need to restate guidance for this quarter?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f531f7b392a181968ec72c4a8f89f8e\" tg-width=\"1080\" tg-height=\"613\" referrerpolicy=\"no-referrer\"/><span>vzphotos/iStock Editorial via Getty Images</span></p><p>The Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by &#34;mining&#34;. The millions of high-end graphics cards that are used for this will no longer beneeded for the new &#34;proof-of-stake&#34; approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.</p><p><b>Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming &#34;mining&#34;</b></p><p>The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4872c823bfeb3e06182d2d3f6ab87879\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/><span>Ethereum.org</span></p><p>Mining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.</p><p>In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.</p><p>Some miners may go to work on a &#34;hard fork&#34; of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it&#39;s unclear whether mining this will be profitable.</p><p>Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.</p><p><b>Correcting the Ethereum hash rate model to account for used graphics card sales</b></p><p>Following Nvidia&#39;s revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.</p><p>The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.</p><p>However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe36f2d53f47c0d7e5cdf964d09c67fa\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/><span>BinInfoCharts</span></p><p>This implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.</p><p>This turned out to account very well for Nvidia&#39;s fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia&#39;s Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8223bcd7d3f44c30f5c60970c616fe0f\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>Note that the revenue impact doesn&#39;t only fall on Nvidia, but the timing of Nvidia&#39;s fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.</p><p><b>The impact of the Merge on Nvidia&#39;s sales will be, at best, ugly</b></p><p>The model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it&#39;s not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.</p><p>If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia&#39;s RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c00465fed542c67659f55786fcdf366b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>The model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.</p><p>This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn&#39;t absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.</p><p>As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren&#39;t comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac0a909d1edae7870adea14e3f987d28\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>So the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won&#39;t fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia&#39;s crypto revenue over time. The revenue made during Ethereum&#39;s mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.</p><p><b>How will the Merge affect Nvidia&#39;s expected RTX 40 series launch?</b></p><p>Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5990337b62c49447e21da39a199e14\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>Nvidia</span></p><p>Various tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.</p><p>The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It&#39;s not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.</p><p>Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.</p><p>Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.</p><p>Unfortunately, I don&#39;t have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD&#39;s next-generation GPUs have only been &#34;teased&#34; but are expected to support PCIE 5.0 as well.</p><p>The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.</p><p>Since<i>none</i>of the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.</p><p>Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.</p><p>Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.</p><p><b>Investor takeaways: will Nvidia need to restate guidance for this quarter?</b></p><p>Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?</p><p>When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.</p><p>If Nvidia really wasn&#39;t accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.</p><p>In my Nvidia integrated financial model, I&#39;m assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.</p><p>Despite this, I&#39;m still modeling growth in the all-important Data Center segment. Nvidia&#39;s next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.</p><p>Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia&#39;s ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8026f845d3af92219bdc2bb1bc67be19\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>According to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia&#39;s future to be very bright, despite the impact of crypto in the near term.</p><p>Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I&#39;m pretty close to upgrading Nvidia to Buy, but I&#39;m waiting to see if the Merge (and possible guidance restatement) will drive Nvidia&#39;s price even lower.</p><p>Also, I&#39;m waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129633132","content_text":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.The impact of the Merge on Nvidia’s sales will be, at best, ugly.How will the Merge affect Nvidia’s expected RTX 40 series launch?Investor takeaways: Will Nvidia need to restate guidance for this quarter?vzphotos/iStock Editorial via Getty ImagesThe Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by \"mining\". The millions of high-end graphics cards that are used for this will no longer beneeded for the new \"proof-of-stake\" approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming \"mining\"The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:Ethereum.orgMining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.Some miners may go to work on a \"hard fork\" of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it's unclear whether mining this will be profitable.Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.Correcting the Ethereum hash rate model to account for used graphics card salesFollowing Nvidia's revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:BinInfoChartsThis implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.This turned out to account very well for Nvidia's fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia's Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:Mark HibbenNote that the revenue impact doesn't only fall on Nvidia, but the timing of Nvidia's fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.The impact of the Merge on Nvidia's sales will be, at best, uglyThe model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it's not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia's RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:Mark HibbenThe model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn't absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren't comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:Mark HibbenSo the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won't fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia's crypto revenue over time. The revenue made during Ethereum's mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.How will the Merge affect Nvidia's expected RTX 40 series launch?Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:NvidiaVarious tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It's not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.Unfortunately, I don't have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD's next-generation GPUs have only been \"teased\" but are expected to support PCIE 5.0 as well.The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.Sincenoneof the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.Investor takeaways: will Nvidia need to restate guidance for this quarter?Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.If Nvidia really wasn't accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.In my Nvidia integrated financial model, I'm assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.Despite this, I'm still modeling growth in the all-important Data Center segment. Nvidia's next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia's ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:Mark HibbenAccording to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia's future to be very bright, despite the impact of crypto in the near term.Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I'm pretty close to upgrading Nvidia to Buy, but I'm waiting to see if the Merge (and possible guidance restatement) will drive Nvidia's price even lower.Also, I'm waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998931090,"gmtCreate":1660916133411,"gmtModify":1676536422755,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"It is sad to see this actually. Will cinemas become a thing in the past?","listText":"It is sad to see this actually. Will cinemas become a thing in the past?","text":"It is sad to see this actually. Will cinemas become a thing in the past?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998931090","repostId":"2260493813","repostType":4,"isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074259729,"gmtCreate":1658365945361,"gmtModify":1676536147908,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>650 and below.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>650 and below.","text":"$Tesla Motors(TSLA)$650 and below.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074259729","isVote":1,"tweetType":1,"viewCount":2173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065177116,"gmtCreate":1652162131635,"gmtModify":1676535043787,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Hope the market will stablize soon","listText":"Hope the market will stablize soon","text":"Hope the market will stablize soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065177116","repostId":"9065178474","repostType":1,"repost":{"id":9065178474,"gmtCreate":1652161541498,"gmtModify":1676535043678,"author":{"id":"4098071185322490","authorId":"4098071185322490","name":"Lynn098","avatar":"https://static.itradeup.com/news/3597fa2f7b2f99b627545d626f3746b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098071185322490","authorIdStr":"4098071185322490"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/RBLX 20220520 20.0 PUT\">$RBLX 20220520 20.0 PUT$</a>With the sharp fall in Roblox overnight, looks like I am going to be able to buy Roblox at $20.","listText":"<a href=\"https://ttm.financial/OPT/RBLX 20220520 20.0 PUT\">$RBLX 20220520 20.0 PUT$</a>With the sharp fall in Roblox overnight, looks like I am going to be able to buy Roblox at $20.","text":"$RBLX 20220520 20.0 PUT$With the sharp fall in Roblox overnight, looks like I am going to be able to buy Roblox at $20.","images":[{"img":"https://community-static.tradeup.com/news/97313939b14737e189d3f3e82163e0b3","width":"720","height":"1280"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065178474","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065167178,"gmtCreate":1652156248494,"gmtModify":1676535042619,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065167178","repostId":"2234773775","repostType":4,"repost":{"id":"2234773775","kind":"news","pubTimestamp":1652144038,"share":"https://ttm.financial/m/news/2234773775?lang=&edition=fundamental","pubTime":"2022-05-10 08:53","market":"us","language":"en","title":"Palantir: Market Has Completely Misunderstood Its Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2234773775","media":"Seeking Alpha","summary":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak sh","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s post-earning sell-off underscores the market&#39;s disappointment with another weak showing for government sector revenues.</li><li>It also accentuates the market&#39;s ongoing ignorance of Palantir&#39;s success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.</li><li>Palantir&#39;s continued effectiveness in deploying its &#34;land and expand&#34; business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.</li><li>Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir&#39;s fundamental outlook continues to be supported by a robust demand environment.</li><li>In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23d0f121f38325521c0b8ebbb42b26b3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Palantir&#39;s stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.</p><p>On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.</p><p>Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.</p><p>While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.</p><p><b>Palantir - Brief Recap of 1Q22 Fundamental Performance</b></p><p>Palantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.</p><p>Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.</p><p>Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.</p><p><b>Expectations for Backloaded Government Growth</b></p><p>Palantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.</p><p><b>Boosted Global Military Spending Tailwinds</b></p><p>On the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.</p><p><b>Europe:</b>European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.</p><p>Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.</p><p><b>U.S.:</b> Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.</p><p>A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.</p><p><b>Expanding Adjacent Non-Military Opportunities</b></p><p>Palantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:</p><ul><li>COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.</li><li>CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.</li><li>HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.</li></ul><p><b>Commercial Acceleration</b></p><p>Acceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a &#34;highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.</p><p><b>Modularization:</b>The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.</p><p><b>Industry-Specific Solutions:</b>There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.</p><p>Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&amp;M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.</p><p><b>Seamless Digital Migration with Apollo:</b>In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.</p><p>The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under <a href=\"https://laohu8.com/S/AONE.U\">one</a> roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.</p><p><b>Fundamental Estimate Update</b></p><p>Adjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.</p><p>Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir&#39;s increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd5dc583f4af09214f856ea934172fdd\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/><span>Palantir Financial Forecast (Author)</span></p><p><b>PLTR</b> <b>Stock Valuation Update</b></p><p>The market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2ba02fa1bb38f522606760ccfaf427\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p>Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c199352b87f7154fdda41bff9f33ec\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"/><span>Palantir Valuation Analysis (Author)</span></p><p><b>Conclusion</b></p><p>While we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.</p><p>Author&#39;s Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Market Has Completely Misunderstood Its Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Market Has Completely Misunderstood Its Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir'...</p>\n\n<a href=\"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4509127-palantir-q1-earnings-stock-selloff-market-misunderstood","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234773775","content_text":"SummaryPalantir's post-earning sell-off underscores the market's disappointment with another weak showing for government sector revenues.It also accentuates the market's ongoing ignorance of Palantir's success in achieving commercial acceleration despite tightening financial conditions and an increasingly uncertain economic growth outlook.Palantir's continued effectiveness in deploying its \"land and expand\" business growth strategy, as evidence by 1Q22 government contract wins, has also been faced with market disregard.Although the ongoing development of macroeconomic challenges continue to fuel the contracting valuation environment across growth stocks, Palantir's fundamental outlook continues to be supported by a robust demand environment.In addition to continued commercial acceleration, Palantir is expected to benefit from backloaded government growth in the latter half as increasing global military spending in response to ongoing war efforts bolsters favourable near-term trends for the segment.Michael Vi/iStock Editorial via Getty ImagesPalantir's stock (NYSE:PLTR) has taken a monthslong beating since reporting two consecutive quarters of mixed results, and after the Fed pivoted towards an aggressive policy stance in November upended the stock market. But regaining footing in the first quarter with a sales beat continues to underscore the company’s fundamental strength, bolstering the outlook on its multi-year growth target of 30% on an annual basis. Palantir continues to demonstrate market share gains across both the public and private sectors by encouraging adoption of its Foundry, Gotham and Apollo solutions through different deployment strategies, including modularization of existing offerings and industry-tailored solutions to better address different end user needs.On the government front, the market appears disappointed still in the segment’s slowing growth, with the stock plummeting close to 20% in pre-market trading. But Palantir continues to demonstrate improvements by expanding existing opportunities with non-defense public agencies. Many renewed contracts with non-defense agencies this year, such as the U.S. Center for Disease Control and Prevention (“CDC”), are reflective of the value created by adoption of Palantir’s software under non-recurring COVID-era contracts, and underscores the continued effectiveness of the company’s “land and expand” strategy. Palantir has also played a supportive role in bolstering defense for the U.S. and its allies, as well as war relief efforts as the Russia-Ukraine conflict continues. The combination of increased market penetration into both non-defense and defense public agencies continues to reinforce sustained growth in Palantir’s government segment.Meanwhile, Palantir’s commercial segment is also demonstrating continued strength, underscoring effectiveness of its recent roll-out of modularized enterprise solutions to break the barrier of IT resistance to complex new software structures like Foundry. By tailoring Foundry solutions to better suit end users’ needs, Palantir makes its offerings easier to digest and more relevant as digital transformation across the enterprise sector rapidly accelerates, driving better capitalization of related growth opportunities ahead. Recent management rhetoric on slowing SPAC investments are also welcomed news by many investors, as previous concerns of over-reliance on affiliated commercial sector revenues are putting sustainability of Palantir’s topline growth into question.While the market performance of growth stocks like Palantir have continued to be challenged by the Fed pivot towards a more aggressive monetary policy stance to quell 40-year-high inflation, the ongoing Russia-Ukraine war and rapid acceleration of digital transformation trends continues to support the company’s fundamental performance by highlighting the value its technologies bring to the table. However, the stock likely faces further near-term volatility as investors continue to mull on the “[durability of Palantir’s] government business and yields on recent investments in commercial”, while broader markets await for further clarity on where current macroeconomic conditions are headed. Yet, with Palantir pushing through on its longer-term growth initiatives, including further expansion into non-U.S. opportunities and continued modularization of its offerings, to encourage mass market adoption and better capitalization of digitization opportunities in coming years, we expect favourable risk/reward at the stock’s current price levels for investors with patience.Palantir - Brief Recap of 1Q22 Fundamental PerformancePalantir reported first quarter revenues of $446 million (+31% y/y; +3% q/q), beating consensus estimate of $443.51 million (+30% y/y; +2% q/q) and its previous guidance of $443 million (+30% y/y; +2% q/q). But government revenues continued to decelerate at 16% year-on-year growth in the first quarter, providing no respite to investors’ concerns experienced over the past two quarters. Meanwhile, commercial segment growth remains strong, with revenues increasing 54% year-on-year. In the U.S., enterprise opportunities drew in revenue growth of more than 136% year-on-year, which are impressive results that resonate with signs of an inflationary-resistant demand environment ahead of robust digitization trends.Earnings fell short of expectations at $0.02 per share, compared with consensus estimate of $0.04 per share. But losses continue to narrow, showing positive progress towards profit realization by mid-decade.Meanwhile, cash from operations remain strong, coming in at $35 million for the first quarter (8% margin), while adjusted free cash flows totalled $30 million (7% margin). As discussed in our previous coverage, Palantir’s robust balance sheet with $2.3 billion in cash on hand and zero debt remains a competitive advantage that will minimize its exposure to rising costs of capital ahead and maintain its ability to invest in continued growth.Expectations for Backloaded Government GrowthPalantir continues to show favourable developments this year across both its government and commercial segments based on recent deal wins observed, bolstering sustainability of its multi-year growth target of more than 30% on an annual basis. While government revenue growth continued to decelerate for the third consecutive quarter, we are expecting some of the new deal wins in response to the ongoing Russia-Ukraine war to materialize further in the latter half of the year. This is also corroborated by management’s expectations for a “wide range of potential upside to [its second quarter guidance], including those driven by [Palantir’s] role in responding to developing geopolitical events”. Paired with continuing momentum from Palantir’s commercial segment, the company continues to show favourable fundamental growth prospects in line with its long-term target despite tightening financial conditions in the current market climate.Boosted Global Military Spending TailwindsOn the military front, global governments have been bolstering their defense spending in response to the ongoing Russia-Ukraine war. U.S. allies in Europe are increasing adoption of Palantir’s solutions to facilitate current war efforts spanning “the distribution of materials such as food and beds to Ukrainian refugees…, [to powering] military response against Russia’s invasion of Ukraine”. The war-driven tailwinds for Palantir are further corroborated by the spike in global military spending this year, which has surpassed $2 trillion for the first time and “looks set to rise further as European countries beef up their armed forces in response to Ukraine war”.Europe:European military expenditures have been increasing for seven years straight, and the trend is expected to “accelerate and intensify” in response to the latest geopolitical crisis in Ukraine. The development bodes favourably with Palantir’s amped up efforts in penetrating opportunities outside of the U.S., especially in Europe. Last quarter, the company announced plans to expand its salesforce in Europe with at least 175 experienced hires this year to accelerate market penetration across the region’s public sector. The announcement came shortly after the company appointed Philippe Mathieu as President of Palantir EMEA to take charge of leading Palantir’s penetration into the sizable addressable market in Europe. And these efforts have already started to pay off nicely, as evidenced by Palantir’s latest contract win with the U.K. Ministry of Defence (“MoD”). Valued at $12.5 million, the contract would require Palantir to implement its Foundry platform across the MoD to enable cost efficiencies by “automating work and reducing data-processing time”.Defense spending by the European government alone accounts for a fifth of the global total, underscoring the massive growth opportunities that await Palantir. This is further bolstered by “early indications that modernizing and upgrading weapons systems will be a key priority” for the European governments. Many of the challenges observed in the ongoing Russia-Ukraine war have been “related to things like logistics, fuel, tires and secure communications”, which suggests that a war chest of weapons is insufficient in modern-day warfare and must be complemented by technologies like AI and data analytics to ensure adequate progress. This accordingly reflects Palantir’s improved position in benefiting from a “favourable government spending environment”, especially in Europe, over coming years.U.S.: Similar tailwinds are expected from the U.S., which is currently the world’s largest military spender. The U.S. government allocated $801 billion to the armed forces last year, representing “as much as 39% of global expenditures”. There has also been an increasing deployment of related funds towards “military research and development, suggesting that the U.S. is focusing more on next-generation technologies”, which bolsters Palantir’s longer-term government segment outlook. Looking ahead, President Biden has recently requested “$813.3 billion in national security spending, including $773 billion for the Pentagon, in the federal budget” for fiscal 2023. The proposed budget represents a 4% increase from the current fiscal year and exceeds the fiscal 2023 budget projected by the White House a year ago by more than $40 billion. In addition to the ongoing Russia-Ukraine war, the U.S. government’s beefed-up budget also “reflects the increasing military challenge from China”.A meaningful portion of the allocated budget to the Pentagon – about $130 billion of the $773 billion – will be deployed towards “development of costly new defense systems…, [including] accelerated research into hypersonics and AI”, representing an increase of $15.6 billion compared to projections outlined in the fiscal 2023 budget made last year. But with rising inflationary pressures, some industry experts are expending an even larger increase to related spending in the coming fiscal year, underscoring even greater opportunities for next-generation warfare technology providers like Palantir.Expanding Adjacent Non-Military OpportunitiesPalantir’s effective deployment of COVID-era solutions and support to various non-military public agencies in recent years has also continued to bolster its growing share of related government procurement contracts. In the core U.S. market alone, non-defense agency contracts represented more than 52% of total public sector awards received by the company to date. This continues to underscore Palantir’s ability in diversifying government segment growth drivers and benefiting from opportunities related to major non-defense government agencies. Continued penetration of non-defense government opportunities, which represents about 3% to 4% of annual GDP in the U.S. alone, paired with increased military expenditure in the near-term are expected to reinforce Palantir’s government segment performance:COVID-19 Response for the CDC: The latest contract forged between Palantir and the CDC pertaining to the U.S. government’s ongoing COVID-19 response efforts highlights the company’s continued effectiveness in executing its land and expand business strategy. The expanded partnership underscores Palantir’s effective job as a “trusted technology partner” during the pandemic-era. Specifically, the latest partnership with the CDC results from Palantir’s success in helping the Department of Health and Human Services (“HHS”) with vaccine distribution in mid-2020. Palantir’s solutions have been procured under the latest contract with the CDC, valued at $5.3 million, to support the department’s “key distribution and supply chain efforts” pertaining to ongoing COVID-19 response efforts.CDC DCIPHER Program Extension: The CDC has expanded its use of Palantir’s solutions in support of the “Data Collation and Integration for Public Health Event Response” (“DCIPHER”) Program. Palantir has been supporting the roll-out of the CDC’s DCIPHER Program since 2010. The latest extension will further Palantir’s participation in the CDC’s ongoing efforts related to modernizing the agency’s data management system, and supporting “time-sensitive data integration, management and analysis that widespread events require”.HHS SHARE Blanket Purchase Agreement: Earlier this month, Palantir was rewarded another contract by the HHS to support its “5-year Solutioning with Holistic Analytics Restructure for the Enterprise (“SHARE”)” program under a Blanket Purchase Agreement (“BPA”). Valued at $90 million, the BPA will require Palantir’s platform be implemented across the HHS’ “many agencies and missions…to support their work”. Palantir was selected based on its proven strength in delivering effective “built-in data protection features, innovative technology, and common security framework”, which further corroborates our observations that the company’s achievements with non-defense public agencies during the pandemic-era have been a beneficial trial period that is driving today’s expansion. Palantir’s initial obligation under the BPA is a “10.5 month, multi-million-dollar contract to support HHS’ core administrative data and applications through a vertically integrated platform that allows teams to configure low to no code applications to manage, ingest, and access data securely, across business domains” using its Foundry platform.Commercial AccelerationAcceleration in Palantir’s commercial sector has been consistently gaining momentum in recent quarters. Despite tightening financial conditions in the economy, the segment’s latest results continue to underscore the critical role that Palantir plays in the enterprise sector’s ongoing digital transformation efforts. More than half of the corporate scene have expressed that they would rather “tighten the belt” in other parts of the business than to miss out on digital transformation, which is considered a strategic investment in differentiating themselves from competitors, while also enabling cost efficiencies. Commercial customers are increasing demand for tools to make sense of their massive data troves. To date, only 4% of companies claim to have a \"highly sophisticated approach to leveraging data”, leaving sizable growth opportunities for Palantir over coming years.Modularization:The company’s continued commitment to modularization and honing its offerings to better suit end users’ needs are also bolstering its capitalization of opportunities stemming from demand environment. In addition to Foundry for Builders, which we have previously analyzed as an effective tool for driving mass market adoption in the corporate sector over coming years, Palantir has also been ramping up deployment of modular offerings like “Carbon Emissions Management” and “Anti-Money Laundering / Know Your Client” solutions to increase its appeal to the commercial sector, including the emerging crypto sector, which stands to expose Palantir to a broader market that is expected to grow into a $67 billion opportunity by mid-decade.Industry-Specific Solutions:There has also been a consistent trend of leveraging third-party expertise in the development of industry-tailored versions of its Foundry platform. After forging a $25 million multi-year deal with Hyundai Heavy earlier this year to co-develop and commercialize software tools curated for breaking down siloed data fields across relevant workflows spanning shipbuilding to industrial machinery processes, Palantir is back at it again with a similar deal forged with Jacobs (J), a consulting and project delivery expert for both the public and private sectors.Palantir and Jacobs will collaborate on the development and launch of a “joint data analytics offering to support public and private sector clients in solving their most complex water infrastructure problems”. Built on Palantir’s Foundry platform, the joint data analytics offering will also be leveraging Jacobs’ existing expertise in providing operations and maintenance (“O&M”) solutions to the water sector, as well as its “proprietary machine learning modules and wastewater process optimization tools”. The joint analytics tool aims at driving insights that can help increase water plant performance, cost efficiencies, security from cyber threats, and compliance with ESG goals – all of which are pressing needs to support the evolution of critical water infrastructure required to satisfy rising “global demand for clean water, more stringent regulatory issues, and increasing environmental concerns”. With the global water and wastewater treatment addressable market expected to exceed $200 billion by mid-decade, Palantir’s latest foray into the water infrastructure sector with the help of Jacobs marks another significant step towards greater commercial penetration.Seamless Digital Migration with Apollo:In addition to developments made with Foundry that are accelerating growth for Palantir’s commercial segment, the company’s recent roll-out of a new suite of offerings available within Apollo also heightens its appeal to the enterprise sector. Apollo is an operating system developed by Palantir to facilitate “autonomous software deployment across environments” faster and in a more efficient way to ensure scalability. Apollo has already “managed the deployment, security, and upgrades for Palantir’s software, including 500+ independently released microservices across 300+ unique environments”, accentuating the system’s proven effectiveness.The latest product additions within Apollo include “Cloud Portability”, which allows “organizations to maintain flexibility across cloud providers” by housing different cloud provider managed operating systems under one roof. This creates a particular appeal to the corporate sector’s increasing migration of workloads from legacy IT systems to the cloud, which is considered a business essential that drives “better economies, more innovation and greater speed”. With more than half of global corporations indicating plans to allocate a significant share of budgeted investments to cloud-related projects over the next two years, the Apollo operating system and its newly curated offerings stand to further Palantir’s reach into related opportunities over coming years.Fundamental Estimate UpdateAdjusting our latest Palantir financial forecast for its actual first quarter financial results, and growth outlook based on recent developments discussed in the foregoing analysis, the company remains on a positive track towards reaching +30% revenue growth this year. Our base case forecast expects revenues to total $2.0 billion by the end of the year (+30% y/y), driven by continued commercial acceleration, as well as restored government momentum in the latter half resulting from solution deployments related to the ongoing Russia-Ukraine war.Consistent with narrowing losses observed in recent quarters, the company’s expected trajectory towards profits by mid-decade remains intact. Operating margins are expected to further improve over time as Palantir continues to ramp deployment of new and existing offerings and achieve greater economies of scale. Share-based compensation expenses, which investors consider a sore spot for the company, are also expected to further improve and taper towards lower levels by mid-decade. Share-based compensation as a percentage of total revenues has consistently improved from 116% in 2020 (4Q20: 75%) to about 50% in 2021 (4Q21: 39%) and 33% in 1Q22. This continues to signal Palantir's increasing balance between top talent retention through generous compensation packages and growth-driven economies of scale to facilitate meaningful margin expansion towards GAAP-based net profits by 2025.Palantir Financial Forecast (Author)PLTR Stock Valuation UpdateThe market continues to be extremely unforgiving towards signs of near-term underperformance in growth stocks like Palantir. The stock’s massive pullback in value in recent months as a result of three consecutive quarters of decelerating government growth has effectively erased Palantir’s previous premium to the broader SaaS peer group. At under $8 per share (May 9th), Palantir current trades at about 6x EV/’23 sales, which is below the SaaS mean of 8.1x and median of 7.8x. Considering Palantir’s continued fundamental strength, which includes 1) continued top-line growth expected at more than 30% per year as analyzed in the foregoing analysis, 2) self-sufficient, cash-positive day-to-day operations, and 3) a robust balance sheet with $2.3 billion in cash on hand and zero debt to facilitate continued growth with minimal exposure to rising costs of capital, we are confident in the return of a favourable risk-reward payoff at current price levels for patient long-term investors.Palantir Valuation Analysis (Author)Considering the ongoing compression of valuation multiples observed across the SaaS peer group in response to still-evolving economic uncertainties stemming from macro challenges including runaway inflation and tightening monetary policy, we are adjusting our 12-month price target for the stock from $26 to $15. Our near-term price target implies a 10.8x EV/’23 sales to better reflect the currently contracted valuation environment for SaaS stocks, compensated by Palantir’s increasing appeal to commercial sector digitization needs, and its “favourable government spending environment” expected in the near-term as discussed in earlier sections.Palantir Valuation Analysis (Author)ConclusionWhile we have tapered our near-term expectations for the stock considering the current risk-off environment for growth equities, we remain optimistic on its longer-term upside potential. Palantir’s software solutions remain the best-in-class for addressing critical data management and analytics needs across both the public and private sector. With robust customer growth still, and a strong demand environment ahead of global digitization trends, Palantir continues to sit on a mountain of opportunities stemming from a market that is still significantly under-addressed. This accordingly underscores further fundamental growth in coming years, buoying better valuation prospects over the longer-term especially when the current market storm subsides.Author's Note: Thank you for reading my analysis. Please note that we will be launching a Livy Investment Research Marketplace service on June 1. The service will allow you to follow my coverage portfolio, interact with me directly, and participate in chat rooms with other subscribers. Early subscribers will receive a legacy discount at $249 per year. Stay tuned for more details as we ramp up to launch in the coming months.","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086659371,"gmtCreate":1650452969240,"gmtModify":1676534727008,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Is this Gordon?","listText":"Is this Gordon?","text":"Is this Gordon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086659371","repostId":"1105569285","repostType":4,"isVote":1,"tweetType":1,"viewCount":3407,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562670436095987","authorId":"3562670436095987","name":"hakunaurtata","avatar":"https://static.tigerbbs.com/5631ba6526d1730e263ae54c0eab70e9","crmLevel":12,"crmLevelSwitch":1,"idStr":"3562670436095987","authorIdStr":"3562670436095987"},"content":"some of seekingalpha's articles are becoming more negative on Tesla, really makes one think if there's any insidious intent behind their articles...","text":"some of seekingalpha's articles are becoming more negative on Tesla, really makes one think if there's any insidious intent behind their articles...","html":"some of seekingalpha's articles are becoming more negative on Tesla, really makes one think if there's any insidious intent behind their articles..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013515267,"gmtCreate":1648748077591,"gmtModify":1676534390510,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"They probably sold two days ago, then pump out this news, prepare to scoop it at a great price, pump it again by upgrading it, rinse and repeat.","listText":"They probably sold two days ago, then pump out this news, prepare to scoop it at a great price, pump it again by upgrading it, rinse and repeat.","text":"They probably sold two days ago, then pump out this news, prepare to scoop it at a great price, pump it again by upgrading it, rinse and repeat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013515267","repostId":"1182345846","repostType":2,"repost":{"id":"1182345846","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648734432,"share":"https://ttm.financial/m/news/1182345846?lang=&edition=fundamental","pubTime":"2022-03-31 21:47","market":"us","language":"en","title":"AMD Shares Dropped More Than 5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1182345846","media":"Tiger Newspress","summary":"AMD shares dropped more than 5% in morning trading on Barclays Downgrade to Equal Weight.Barclays,s ","content":"<html><head></head><body><p>AMD shares dropped more than 5% in morning trading on Barclays Downgrade to Equal Weight.</p><p><img src=\"https://static.tigerbbs.com/3c14e6be106db768f3212d979c193a6f\" tg-width=\"843\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Barclays,s Analyst Blayne Curtis downgraded AMD to equal-weight and lowered its price target on the stock to $115 from $148, which is 3.5% below Wednesday’s close price. Curtis cited “cyclical risk across several end markets,” including PC and gaming, in 2023.</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>AMD Shares Dropped More Than 5% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Shares Dropped More Than 5% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-31 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD shares dropped more than 5% in morning trading on Barclays Downgrade to Equal Weight.</p><p><img src=\"https://static.tigerbbs.com/3c14e6be106db768f3212d979c193a6f\" tg-width=\"843\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Barclays,s Analyst Blayne Curtis downgraded AMD to equal-weight and lowered its price target on the stock to $115 from $148, which is 3.5% below Wednesday’s close price. Curtis cited “cyclical risk across several end markets,” including PC and gaming, in 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182345846","content_text":"AMD shares dropped more than 5% in morning trading on Barclays Downgrade to Equal Weight.Barclays,s Analyst Blayne Curtis downgraded AMD to equal-weight and lowered its price target on the stock to $115 from $148, which is 3.5% below Wednesday’s close price. Curtis cited “cyclical risk across several end markets,” including PC and gaming, in 2023.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038850612,"gmtCreate":1646794099739,"gmtModify":1676534163377,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"As a consumer, I hate ads. As a shareholder, I love ads.😅😂","listText":"As a consumer, I hate ads. As a shareholder, I love ads.😅😂","text":"As a consumer, I hate ads. As a shareholder, I love ads.😅😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038850612","repostId":"2218405959","repostType":4,"isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"idStr":"3582520228861009","authorIdStr":"3582520228861009"},"content":"well said. such dilemma! lol","text":"well said. such dilemma! lol","html":"well said. such dilemma! lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033753519,"gmtCreate":1646363193707,"gmtModify":1676534122746,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"What happens if they report a rebound on govt sector the next ER? 🤔","listText":"What happens if they report a rebound on govt sector the next ER? 🤔","text":"What happens if they report a rebound on govt sector the next ER? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033753519","repostId":"1179022083","repostType":4,"isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039108415,"gmtCreate":1645937199284,"gmtModify":1676534076518,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Luxury is an interesting area to look out for.","listText":"Luxury is an interesting area to look out for.","text":"Luxury is an interesting area to look out for.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039108415","repostId":"1132842343","repostType":4,"repost":{"id":"1132842343","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645790924,"share":"https://ttm.financial/m/news/1132842343?lang=&edition=fundamental","pubTime":"2022-02-25 20:08","market":"us","language":"en","title":"Farfetch Soared 30% After EPS Beat, Strong Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1132842343","media":"Tiger Newspress","summary":"Farfetch  soared 30% in early trading on Friday after the company posted a smaller-than-anticipated ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/FTCH\">Farfetch </a> soared 30% in early trading on Friday after the company posted a smaller-than-anticipated Q4 loss.<img src=\"https://static.tigerbbs.com/da05ac829e06cf1c16ef5b2c97528995\" tg-width=\"875\" tg-height=\"643\" width=\"100%\" height=\"auto\"/>The online luxury player&#39;s guidance for FY22 gross merchandise value and profitability also came in higher than expected.</p><p>&#34;Notably, FTCH&#39;s ability to pass through higher shipping/cost inflation to consumers and its brand/boutique partners illustrates its value proposition in the luxury ecosystem,&#34; updated Morgan Stanley analyst Lauren Schenk on the report.</p><p>Schenk said that FTCH remains in the early innings of what Morgan Stanley believe is a winner-take most marketplace model and disruptive tech enabler for the luxury industry.</p><p>Morgan Stanley kept an Overweight rating on FTCH and price target of $67.</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>Farfetch Soared 30% After EPS Beat, Strong Guidance</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\">\nFarfetch Soared 30% After EPS Beat, Strong Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-25 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/FTCH\">Farfetch </a> soared 30% in early trading on Friday after the company posted a smaller-than-anticipated Q4 loss.<img src=\"https://static.tigerbbs.com/da05ac829e06cf1c16ef5b2c97528995\" tg-width=\"875\" tg-height=\"643\" width=\"100%\" height=\"auto\"/>The online luxury player&#39;s guidance for FY22 gross merchandise value and profitability also came in higher than expected.</p><p>&#34;Notably, FTCH&#39;s ability to pass through higher shipping/cost inflation to consumers and its brand/boutique partners illustrates its value proposition in the luxury ecosystem,&#34; updated Morgan Stanley analyst Lauren Schenk on the report.</p><p>Schenk said that FTCH remains in the early innings of what Morgan Stanley believe is a winner-take most marketplace model and disruptive tech enabler for the luxury industry.</p><p>Morgan Stanley kept an Overweight rating on FTCH and price target of $67.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132842343","content_text":"Farfetch  soared 30% in early trading on Friday after the company posted a smaller-than-anticipated Q4 loss.The online luxury player's guidance for FY22 gross merchandise value and profitability also came in higher than expected.\"Notably, FTCH's ability to pass through higher shipping/cost inflation to consumers and its brand/boutique partners illustrates its value proposition in the luxury ecosystem,\" updated Morgan Stanley analyst Lauren Schenk on the report.Schenk said that FTCH remains in the early innings of what Morgan Stanley believe is a winner-take most marketplace model and disruptive tech enabler for the luxury industry.Morgan Stanley kept an Overweight rating on FTCH and price target of $67.","news_type":1,"symbols_score_info":{"FTCH":0.9}},"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094592418,"gmtCreate":1645173530834,"gmtModify":1676534005787,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"This is probably going to be spammed all over by main stream media. Ok 👌","listText":"This is probably going to be spammed all over by main stream media. Ok 👌","text":"This is probably going to be spammed all over by main stream media. Ok 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094592418","repostId":"1101819811","repostType":4,"repost":{"id":"1101819811","kind":"news","pubTimestamp":1645170547,"share":"https://ttm.financial/m/news/1101819811?lang=&edition=fundamental","pubTime":"2022-02-18 15:49","market":"us","language":"en","title":"Tesla Plunges Seven Spots in Annual Consumer Reports Ranking","url":"https://stock-news.laohu8.com/highlight/detail?id=1101819811","media":"CNN Business","summary":"(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year's rankings of vehicl","content":"<html><head></head><body><p>(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year&#39;s rankings of vehicles.</p><p>The Model 3, which had been its top pick among EV models, lost that distinction to the Ford Mustang Mach-E. The Model 3 now has the third best ranking among EVs, behind the Mach-E and the Kia Niro.</p><p>Tesla plunged seven spots to No. 23 in the overall ranking of best car brands. The drop was mainly due to the difficult-to-use yoke steering wheel the automaker recently debuted on the updated version of those models. Consumer Reports said the steering wheel was enough of a problem to lower their road-test scores.</p><p>The Model 3 remains the lone Tesla model that is CR recommended. Tesla also makes the Model Y small SUV, Model X large SUV, and Model S large sedan.</p><p>&#34;Make no mistake, the Model 3 is still a great choice, and Consumer Reports recommends it,&#34; said its article on rankings. &#34;It shines with the latest technology, a long range, an impressive charging network, and a driving experience closer to a high-performance sports car than a sedan. But the Mustang Mach-E is also very sporty, plus it&#39;s more practical and easier to live with. The Ford is also quieter and rides better.&#34;</p><p>Consumer Reports had once been among Tesla&#39;s biggest fans. It judged the Tesla Model S as the best car it ever tested when the product-testing publication first reviewed it in 2013 with a score of more than 100.</p><p>But questions about reliability, based on ownership surveys, hurt the car&#39;s rankings in the not-for-profit rating services&#39; rankings and scores for Tesla.</p><p>The Mach-E has been winning critical praise elsewhere as well, including Car and Driver&#39;s first EV of the Year award last year. It actually had a slightly lower score than the Kia Niro in Consumer Reports&#39; rankings of vehicles, but spokesperson James McQueen said the top pick in each category is based on numerous factors beyond the straight score.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Plunges Seven Spots in Annual Consumer Reports Ranking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Plunges Seven Spots in Annual Consumer Reports Ranking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/02/17/cars/tesla-consumer-reports-drop/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year's rankings of vehicles.The Model 3, which had been its top pick among EV models, lost that distinction to the Ford ...</p>\n\n<a href=\"https://edition.cnn.com/2022/02/17/cars/tesla-consumer-reports-drop/index.html\">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://edition.cnn.com/2022/02/17/cars/tesla-consumer-reports-drop/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101819811","content_text":"(CNN)Consumer Reports took a decidedly more negative view of Tesla in this year's rankings of vehicles.The Model 3, which had been its top pick among EV models, lost that distinction to the Ford Mustang Mach-E. The Model 3 now has the third best ranking among EVs, behind the Mach-E and the Kia Niro.Tesla plunged seven spots to No. 23 in the overall ranking of best car brands. The drop was mainly due to the difficult-to-use yoke steering wheel the automaker recently debuted on the updated version of those models. Consumer Reports said the steering wheel was enough of a problem to lower their road-test scores.The Model 3 remains the lone Tesla model that is CR recommended. Tesla also makes the Model Y small SUV, Model X large SUV, and Model S large sedan.\"Make no mistake, the Model 3 is still a great choice, and Consumer Reports recommends it,\" said its article on rankings. \"It shines with the latest technology, a long range, an impressive charging network, and a driving experience closer to a high-performance sports car than a sedan. But the Mustang Mach-E is also very sporty, plus it's more practical and easier to live with. The Ford is also quieter and rides better.\"Consumer Reports had once been among Tesla's biggest fans. It judged the Tesla Model S as the best car it ever tested when the product-testing publication first reviewed it in 2013 with a score of more than 100.But questions about reliability, based on ownership surveys, hurt the car's rankings in the not-for-profit rating services' rankings and scores for Tesla.The Mach-E has been winning critical praise elsewhere as well, including Car and Driver's first EV of the Year award last year. It actually had a slightly lower score than the Kia Niro in Consumer Reports' rankings of vehicles, but spokesperson James McQueen said the top pick in each category is based on numerous factors beyond the straight score.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094592223,"gmtCreate":1645173457446,"gmtModify":1676534005785,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Wow this report. Lol. ok","listText":"Wow this report. Lol. ok","text":"Wow this report. Lol. ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094592223","repostId":"1158618125","repostType":4,"repost":{"id":"1158618125","kind":"news","pubTimestamp":1645171611,"share":"https://ttm.financial/m/news/1158618125?lang=&edition=fundamental","pubTime":"2022-02-18 16:06","market":"us","language":"en","title":"Ford Takes a Major Award Away From Tesla's Model 3","url":"https://stock-news.laohu8.com/highlight/detail?id=1158618125","media":"TheStreet","summary":"In a sign that Tesla's (TSLA) tight grip on theelectric vehicle market may be loosening a little, Co","content":"<html><head></head><body><p>In a sign that Tesla&#39;s (<b>TSLA</b>) tight grip on theelectric vehicle market may be loosening a little, Consumer Reportschose a Ford (<b>F</b>)  offering as its top EV pick of 2022.</p><p>For the last two years, that coveted spot belonged to the Elon Musk-founded EV company&#39;s Model 3 -- a basic model that launched in 2017 and remains the world&#39;s top-selling electric car.</p><p>Each year, the product-testing nonprofit sends out staff members to independently evaluate factors such as drivability, cost and safety in order to rank the EVs currently on the market and determine a top pick.</p><p>&#34;Tesla has dominated the electric vehicle category, with the Model 3 holding the EV Top Pick honor for the past two years,&#34; Consumer Reports said ina release announcing its rankings. &#34;But now the Ford Mustang Mach-Ehas earned the accolade based on its Overall Score, which factors road-test score, predicted reliability, owner satisfaction, and safety.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b13fc0a4a052ee97a4734c8fe7bdb06a\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"/><span>Mustang Mach-E</span></p><p><b>What Is The Mustang Mach-E?</b></p><p>Ford first announced that it was launching an electric SUV in 2019; by December 2020, models of the Mustang Mach-E had begun selling for a base price of $42,895.</p><p>The company&#39;s first all-electric SUV, the Mustang Mach-Ehas a spacious SUV interior, a range of up to 305 miles and a larger 93-kWh battery pack. According to Consumer Reports, it more fair to compare it to Tesla&#39;s Model Y — an SUV model that has faced user complaints over its paint, body hardware, power equipment, and climate control systems. The Model Y is currently one of several models facing recalls over software problems.</p><p>&#34;Conversely, our members have reported very few problems with the Mustang Mach-E so far, giving it an important advantage over the Model Y and even the Model 3,&#34; reads the report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1954a913de5d849b2393b224108d1e1\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/><span>Ford Mustang Mach-E</span></p><p><b>If We&#39;re All Going Electric, How Much Do EV Rankings Matter?</b></p><p>Regardless of which EV is deemed &#34;the best,&#34; our driving is quickly moving in that direction — six out of the seven car ads shown during the Super Bowl were of an electric vehicle while the number of electric cars sold rose by 109% between 2021 and 2020.</p><p>Brands from Volkswagen (<b>VLKAF</b>) to Kia (<b>KIMTF</b>) and General Motors (<b>GM</b>) are allpouring massive amounts of money into developing new EV models. By 2030, the total market is expected to quadruple to $957.42 billion. Consumer Reports also predicts that, by 2030, there will also beas many as 15electric vehicle models on the market — a plethora of choice that will make it more and more difficult to figure out which one is &#34;the best.&#34;</p><p>&#34;Make no mistake, the Model 3is still a great choice, and Consumer Reports recommends it,&#34; Consumer Reports writes. &#34;[...] But the Mustang Mach-E is also very sporty, plus it’s more practical and easier to live with.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Takes a Major Award Away From Tesla's Model 3</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\">\nFord Takes a Major Award Away From Tesla's Model 3\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 16:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/ford-pushes-teslas-model-3-off-electric-vehicle-throne><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a sign that Tesla's (TSLA) tight grip on theelectric vehicle market may be loosening a little, Consumer Reportschose a Ford (F)  offering as its top EV pick of 2022.For the last two years, that ...</p>\n\n<a href=\"https://www.thestreet.com/investing/ford-pushes-teslas-model-3-off-electric-vehicle-throne\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/ford-pushes-teslas-model-3-off-electric-vehicle-throne","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158618125","content_text":"In a sign that Tesla's (TSLA) tight grip on theelectric vehicle market may be loosening a little, Consumer Reportschose a Ford (F)  offering as its top EV pick of 2022.For the last two years, that coveted spot belonged to the Elon Musk-founded EV company's Model 3 -- a basic model that launched in 2017 and remains the world's top-selling electric car.Each year, the product-testing nonprofit sends out staff members to independently evaluate factors such as drivability, cost and safety in order to rank the EVs currently on the market and determine a top pick.\"Tesla has dominated the electric vehicle category, with the Model 3 holding the EV Top Pick honor for the past two years,\" Consumer Reports said ina release announcing its rankings. \"But now the Ford Mustang Mach-Ehas earned the accolade based on its Overall Score, which factors road-test score, predicted reliability, owner satisfaction, and safety.\"Mustang Mach-EWhat Is The Mustang Mach-E?Ford first announced that it was launching an electric SUV in 2019; by December 2020, models of the Mustang Mach-E had begun selling for a base price of $42,895.The company's first all-electric SUV, the Mustang Mach-Ehas a spacious SUV interior, a range of up to 305 miles and a larger 93-kWh battery pack. According to Consumer Reports, it more fair to compare it to Tesla's Model Y — an SUV model that has faced user complaints over its paint, body hardware, power equipment, and climate control systems. The Model Y is currently one of several models facing recalls over software problems.\"Conversely, our members have reported very few problems with the Mustang Mach-E so far, giving it an important advantage over the Model Y and even the Model 3,\" reads the report.Ford Mustang Mach-EIf We're All Going Electric, How Much Do EV Rankings Matter?Regardless of which EV is deemed \"the best,\" our driving is quickly moving in that direction — six out of the seven car ads shown during the Super Bowl were of an electric vehicle while the number of electric cars sold rose by 109% between 2021 and 2020.Brands from Volkswagen (VLKAF) to Kia (KIMTF) and General Motors (GM) are allpouring massive amounts of money into developing new EV models. By 2030, the total market is expected to quadruple to $957.42 billion. Consumer Reports also predicts that, by 2030, there will also beas many as 15electric vehicle models on the market — a plethora of choice that will make it more and more difficult to figure out which one is \"the best.\"\"Make no mistake, the Model 3is still a great choice, and Consumer Reports recommends it,\" Consumer Reports writes. \"[...] But the Mustang Mach-E is also very sporty, plus it’s more practical and easier to live with.\"","news_type":1,"symbols_score_info":{"TSLA":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094169696,"gmtCreate":1645084502757,"gmtModify":1676533995576,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"I wonder if RBLX will get accquired..","listText":"I wonder if RBLX will get accquired..","text":"I wonder if RBLX will get accquired..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094169696","repostId":"1176942458","repostType":4,"repost":{"id":"1176942458","kind":"news","pubTimestamp":1645068234,"share":"https://ttm.financial/m/news/1176942458?lang=&edition=fundamental","pubTime":"2022-02-17 11:23","market":"us","language":"en","title":"Is RBLX Stock a Buy After Huge Earnings Plunge? 3 Analysts Weigh In on Roblox Price Predictions.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176942458","media":"InvestorPlace","summary":"Roblox is getting no love today, as RBLX stock is down more than 20% after reportingQ4 earnings. The","content":"<div>\n<p>Roblox is getting no love today, as RBLX stock is down more than 20% after reportingQ4 earnings. The metaverse and gaming company reported revenue of $568 million, which missed analysts’ expectations ...</p>\n\n<a href=\"https://investorplace.com/2022/02/is-rblx-stock-a-buy-after-huge-earnings-plunge-3-analysts-weigh-in-on-roblox-price-predictions/\">Web Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is RBLX Stock a Buy After Huge Earnings Plunge? 3 Analysts Weigh In on Roblox Price Predictions.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs RBLX Stock a Buy After Huge Earnings Plunge? 3 Analysts Weigh In on Roblox Price Predictions.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/is-rblx-stock-a-buy-after-huge-earnings-plunge-3-analysts-weigh-in-on-roblox-price-predictions/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roblox is getting no love today, as RBLX stock is down more than 20% after reportingQ4 earnings. The metaverse and gaming company reported revenue of $568 million, which missed analysts’ expectations ...</p>\n\n<a href=\"https://investorplace.com/2022/02/is-rblx-stock-a-buy-after-huge-earnings-plunge-3-analysts-weigh-in-on-roblox-price-predictions/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://investorplace.com/2022/02/is-rblx-stock-a-buy-after-huge-earnings-plunge-3-analysts-weigh-in-on-roblox-price-predictions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176942458","content_text":"Roblox is getting no love today, as RBLX stock is down more than 20% after reportingQ4 earnings. The metaverse and gaming company reported revenue of $568 million, which missed analysts’ expectations of $604 million by about 6%. In addition, earnings per share came in at -25 cents, which missed analysts’ expectations of -11 cents. Furthermore, Roblox remains unprofitable, posting a net loss of $143.3 million compared to a loss of $58.7 million a year ago.Source: Miguel Lagoa / Shutterstock.comOn the bright side, while revenue came in below expectations, the figure still grew by 83% year-over-year (YOY). However, the cost to fund this growth grew as well, as operating lossesmore than doubledto $139.7 million from $68.6 million YOY. On top of that, Roblox has used these expenses to fund a very wide consumer base, boasting a Q4 daily active users (DAU) figure of 49.5 million people. However, the company’s Q4 DAU slightly missed Wall Street’s expectation of 50.1 million people.Roblox’s CFO, Michael Guthrie, commented on the report, saying:“The foundation we put in place that allows us to invest in our business while continuing to generate strong cash flow is one of the most unique aspects of our business. Our 2021 results demonstrate that the investments we were able to make in our technology and developer community are generating strong returns, and we will continue leaning into the business as we focus on the large, long-term growth opportunity ahead of us.”In light of the unsatisfactory earnings, investors are wondering where RBLX stock will head next. Let’s take a look at how Wall Street feels about Roblox price predictions.RBLX Stock: Analysts Weigh In on Roblox Price PredictionsNeedham has aprice target of $136. Analyst Bernie McTernan believes that Roblox is well positioned to capitalize on a $130 billion market, ex-China. At the moment, McTernan believes that Roblox has a 1% market share. Additionally, the analyst states that Roblox’s developer-based and social aspects will attract more users to the platform. Finally, McTernan adds that he expects U.S. and Canadian bookings to grow at 25% per year until 2025.Bank of America has aprice target of $84. Analyst Omar Dessouky believes that themetaverseis still in its early stages, with Roblox acting as a tech and product leader in that sector. The analyst estimates that the company will be able to achieve a 26% bookings compounded annual growth rate (CAGR) through 2025, “excluding potential adjacencies of $2Bn.”Jefferies has aprice target of $70. Analyst Andrew Uerkwitz believes that Wall Street growth estimates for the company are too high. Furthermore, the analyst notes, “We are happy to sit sidelined” in regards to RBLX stock. Uerkwitz would like to see “growing new payer numbers as well as an acceleration in recurring payers growth.”","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096216208,"gmtCreate":1644397162287,"gmtModify":1676533921009,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Not sure. We shall see on earnings.","listText":"Not sure. We shall see on earnings.","text":"Not sure. We shall see on earnings.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096216208","repostId":"1109661151","repostType":4,"repost":{"id":"1109661151","kind":"news","pubTimestamp":1644389306,"share":"https://ttm.financial/m/news/1109661151?lang=&edition=fundamental","pubTime":"2022-02-09 14:48","market":"us","language":"en","title":"Airbnb Stock Looks Like the Next Covid Play to Stumble, Analyst Warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1109661151","media":"Barrons","summary":"Airbnb could be the next Covid-era darling to suffer from the ongoing deflation in growth-stock mult","content":"<html><head></head><body><p>Airbnb could be the next Covid-era darling to suffer from the ongoing deflation in growth-stock multiples.</p><p>At least, that’s the view of BTIG analyst Jake Fuller, who cut his rating on Airbnb (ticker: ABNB) stock on Tuesday to Neutral from Buy.</p><p>Despite the downgrade, Airbnb stock on Tuesday rose 2.8% to $162.26. The company declined to comment.</p><p>As he lays out in a research note, Fuller has become concerned that Airbnb could be the latest stock in a long line of Covid-era winners to hit the skids amid a combination of shrinking growth-company multiples, and the impact of a reopening economy.</p><p>Fuller writes that he has concerns that current Street revenue estimates are too high—and he worries that the company’s relatively lofty valuation could contract if estimates ratchet lower. “With growth slowing and numbers likely to come down, we worry about the potential for multiple compression,” he writes. “We saw exactly that for the Covid winners last year when they hit the comp wall and growth slowed.”</p><p>Fuller adds that his main concern is “aggressive post-Omicon expectations” on the Street—his forecast for room nights for the last nine months of the year is about 11% below consensus. For the year’s final nine months, he’s modeling a 14% increase in room nights, with the Street at 28%.</p><p>And he asserts that Airbnb’s double-digit revenue multiple—12 times his lower-than-consensus 2023 forecast—might not be sustainable when other online-travel stocks have pulled back to mid-single-digit multiples. Fuller sees 2022 revenue of $6.7 billion, well below the consensus estimate at at $7.3 billion.</p><p>Airbnb will report fourth-quarter results on Feb. 15.</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>Airbnb Stock Looks Like the Next Covid Play to Stumble, Analyst Warns</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\">\nAirbnb Stock Looks Like the Next Covid Play to Stumble, Analyst Warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/airbnb-stock-downgrade-covid-51644347056?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Airbnb could be the next Covid-era darling to suffer from the ongoing deflation in growth-stock multiples.At least, that’s the view of BTIG analyst Jake Fuller, who cut his rating on Airbnb (ticker: ...</p>\n\n<a href=\"https://www.barrons.com/articles/airbnb-stock-downgrade-covid-51644347056?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.barrons.com/articles/airbnb-stock-downgrade-covid-51644347056?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109661151","content_text":"Airbnb could be the next Covid-era darling to suffer from the ongoing deflation in growth-stock multiples.At least, that’s the view of BTIG analyst Jake Fuller, who cut his rating on Airbnb (ticker: ABNB) stock on Tuesday to Neutral from Buy.Despite the downgrade, Airbnb stock on Tuesday rose 2.8% to $162.26. The company declined to comment.As he lays out in a research note, Fuller has become concerned that Airbnb could be the latest stock in a long line of Covid-era winners to hit the skids amid a combination of shrinking growth-company multiples, and the impact of a reopening economy.Fuller writes that he has concerns that current Street revenue estimates are too high—and he worries that the company’s relatively lofty valuation could contract if estimates ratchet lower. “With growth slowing and numbers likely to come down, we worry about the potential for multiple compression,” he writes. “We saw exactly that for the Covid winners last year when they hit the comp wall and growth slowed.”Fuller adds that his main concern is “aggressive post-Omicon expectations” on the Street—his forecast for room nights for the last nine months of the year is about 11% below consensus. For the year’s final nine months, he’s modeling a 14% increase in room nights, with the Street at 28%.And he asserts that Airbnb’s double-digit revenue multiple—12 times his lower-than-consensus 2023 forecast—might not be sustainable when other online-travel stocks have pulled back to mid-single-digit multiples. Fuller sees 2022 revenue of $6.7 billion, well below the consensus estimate at at $7.3 billion.Airbnb will report fourth-quarter results on Feb. 15.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096343125,"gmtCreate":1644316046012,"gmtModify":1676533911580,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"I admire his skills and knowledge but not sure if this public acknowledgemrnt of a political party will any good to pltr...","listText":"I admire his skills and knowledge but not sure if this public acknowledgemrnt of a political party will any good to pltr...","text":"I admire his skills and knowledge but not sure if this public acknowledgemrnt of a political party will any good to pltr...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096343125","repostId":"2209370346","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091513809,"gmtCreate":1643898317262,"gmtModify":1676533868980,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Is metaverse really just a hype? Personally I think how gaming is going to develop down the road can provide an insight to this.","listText":"Is metaverse really just a hype? Personally I think how gaming is going to develop down the road can provide an insight to this.","text":"Is metaverse really just a hype? Personally I think how gaming is going to develop down the road can provide an insight to this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091513809","repostId":"1133568920","repostType":4,"repost":{"id":"1133568920","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643879102,"share":"https://ttm.financial/m/news/1133568920?lang=&edition=fundamental","pubTime":"2022-02-03 17:05","market":"us","language":"en","title":"Metauniverse Stocks Slid in Premarket Trading,With Block and Roblox Falling Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133568920","media":"Tiger Newspress","summary":"Metauniverse stocks slid in premarket trading, with Block and Roblox falling over6%.In Meta’s financ","content":"<html><head></head><body><p>Metauniverse stocks slid in premarket trading, with Block and Roblox falling over6%.</p><p><img src=\"https://static.tigerbbs.com/9bf35520675a25a430afdadb73298193\" tg-width=\"287\" tg-height=\"191\" referrerpolicy=\"no-referrer\"/></p><p>In Meta’s financial result ,it disclosed the data of FRL department including metauniverse strategy for the first time. The company expected that the investment in metauniverse will reduce the operating profit by about US $10 billion in 2021, and FRL will not make a profit in the short term.</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>Metauniverse Stocks Slid in Premarket Trading,With Block and Roblox Falling Over 6%</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\">\nMetauniverse Stocks Slid in Premarket Trading,With Block and Roblox Falling Over 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-03 17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Metauniverse stocks slid in premarket trading, with Block and Roblox falling over6%.</p><p><img src=\"https://static.tigerbbs.com/9bf35520675a25a430afdadb73298193\" tg-width=\"287\" tg-height=\"191\" referrerpolicy=\"no-referrer\"/></p><p>In Meta’s financial result ,it disclosed the data of FRL department including metauniverse strategy for the first time. The company expected that the investment in metauniverse will reduce the operating profit by about US $10 billion in 2021, and FRL will not make a profit in the short term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133568920","content_text":"Metauniverse stocks slid in premarket trading, with Block and Roblox falling over6%.In Meta’s financial result ,it disclosed the data of FRL department including metauniverse strategy for the first time. The company expected that the investment in metauniverse will reduce the operating profit by about US $10 billion in 2021, and FRL will not make a profit in the short term.","news_type":1,"symbols_score_info":{"RBLX":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099933871,"gmtCreate":1643288027822,"gmtModify":1676533796911,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"🤦‍♀️ not at the stock, but at the article.","listText":"🤦‍♀️ not at the stock, but at the article.","text":"🤦‍♀️ not at the stock, but at the article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099933871","repostId":"1161387468","repostType":4,"repost":{"id":"1161387468","kind":"news","pubTimestamp":1643283603,"share":"https://ttm.financial/m/news/1161387468?lang=&edition=fundamental","pubTime":"2022-01-27 19:40","market":"us","language":"en","title":"Stand Back as the Steep Pullback in Palantir Stock Looks to Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1161387468","media":"InvestorPlace","summary":"Shares of data analytics company Palantir(NYSE:PLTR) are getting beaten down more than most stocks d","content":"<div>\n<p>Shares of data analytics company Palantir(NYSE:PLTR) are getting beaten down more than most stocks during the current market correction. The price of PLTR stock is down almost 30% in the last three ...</p>\n\n<a href=\"https://investorplace.com/2022/01/stand-back-as-the-steep-pullback-in-pltr-stock-looks-to-get-worse/\">Web Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stand Back as the Steep Pullback in Palantir Stock Looks to Get Worse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStand Back as the Steep Pullback in Palantir Stock Looks to Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 19:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/stand-back-as-the-steep-pullback-in-pltr-stock-looks-to-get-worse/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of data analytics company Palantir(NYSE:PLTR) are getting beaten down more than most stocks during the current market correction. The price of PLTR stock is down almost 30% in the last three ...</p>\n\n<a href=\"https://investorplace.com/2022/01/stand-back-as-the-steep-pullback-in-pltr-stock-looks-to-get-worse/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/01/stand-back-as-the-steep-pullback-in-pltr-stock-looks-to-get-worse/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161387468","content_text":"Shares of data analytics company Palantir(NYSE:PLTR) are getting beaten down more than most stocks during the current market correction. The price of PLTR stock is down almost 30% in the last three weeks, closing Wednesday at pennies below $13 a share.In fact, PLTR stock is now 70% lower than its 52-week high of $45. The decline in Palantir’s share price has far outpaced the year-to-date losses for the technology-laden Nasdaq-100 index(down 15%) and the benchmarkS&P 500 index(down 9%).Palantir’s steep pullback raises the question of whether there is something seriously wrong with the tech firm, or if the stock is simply caught up in the selloff of high value, unprofitable tech names?Growth But No ProfitsOn the face of it, Palantir, which helps clients integrate, manage, and secure their data, is firing on all cylinders. In last year’s third quarter, the company reported top-line sales of $392 million, which was 36% higher than the $289 million recorded a year earlier.Palantir’s commercial customer base rose 46% between the second and third quarters, and the company inked new contracts to service the data needs of the U.S. Air Force, the National Institutes of Health, and the U.S. Department of Health, to name only a few.In all, Palantir closed 54 deals in Q3 that were each worth more than $1 million. Last fall, the company announced that it had won an$823 million contractto provide data and analytics software to the U.S. Army.Palantir also has strong gross and operating margins. For the third quarter, the company’s gross margin was an impressive 78%. Its adjusted operating income for the quarter came in at $349 million, representing a respectable margin of 32%.While the huge growth was enough to send PLTR stock higher for much of 2021, investors are now shunning the company’s shares in favor of lower valued companies that are profitable. Many analysts on Wall Street scold Palantir for remaining unprofitable even though the company has been in operation for nearly 20 years.The company has posted net losses every year since it was founded in 2003. For all of 2020, Palantir’s net loss amounted to $1.17 billion.Elephant In The RoomIn addition to its lack of profits, Palantir also draw criticism for its stock-based compensation that it pays to its executives and employees. The company uses a large amount of stock-based compensation to both reward and retain staff, which it says is part of its corporate culture. Through the first three quarters of last year, Palantir shelled out $611 million in stock-based compensation.Critics point to this stock-based compensation as increasing the company’s share count and diluting the investments of existing shareholders. Palantir counters this argument by saying that stock-based compensation allows it to preserve cash as it aggressively expands the business.Palantir also defend sits stock-based compensation as a means of attracting and retaining specialized and highly skilled software developers in a tight labor market, and as a way of ensuring that staff’s interests are aligned with the interests of shareholders.Still, during the third quarter of last year, Palantir paid $184 million in stock to employees while bringing in $392 million in new revenue. This led to yet another net loss for the quarter and left many analysts and shareholders shaking their heads.Despite the ongoing criticism, Palantir stresses that its focus remains on growing its business and capturing market share, and that profitability is a secondary consideration.Palantir has also raised eyebrows with its plan to enter the cryptocurrency sphere. The company has said that its technology can detect money laundering schemes on cryptocurrency exchanges and help to reduce instances of fraud.While the cryptocurrency push could have potential, entering the highly volatile realm of digital coins and tokens has made some investors even more skittish about PLTR stock and where management plans to take the company.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090289088,"gmtCreate":1643196340144,"gmtModify":1676533784009,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"16 Mar then.","listText":"16 Mar then.","text":"16 Mar then.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090289088","repostId":"1107872846","repostType":4,"repost":{"id":"1107872846","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643190439,"share":"https://ttm.financial/m/news/1107872846?lang=&edition=fundamental","pubTime":"2022-01-26 17:47","market":"us","language":"en","title":"FOMC Preview：Fed Not Expected to Raise Interest Rates This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1107872846","media":"Tiger Newspress","summary":"All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Market","content":"<html><head></head><body><p>All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.</p><p>The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.</p><p><b>Anticipation:</b></p><p>Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.</p><p>Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.</p><p>“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”</p><p>Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.</p><p>Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.</p><p>“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.</p><p>Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.</p><p>For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).</p><p>Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.</p><p><b>Market Views:</b></p><p>“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.</p><p>With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.</p><p>The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.</p><p>Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.</p><p>As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.</p><p>“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.</p><p>Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).</p><p>The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.</p><p><b>Market Snapshot</b></p><p>At 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&amp;P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.</p><p><img src=\"https://static.tigerbbs.com/6daf636636fcead334fc0cd35746e9a2\" tg-width=\"372\" tg-height=\"159\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FOMC Preview：Fed Not Expected to Raise Interest Rates This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC Preview：Fed Not Expected to Raise Interest Rates This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-26 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.</p><p>The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.</p><p><b>Anticipation:</b></p><p>Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.</p><p>Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.</p><p>“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”</p><p>Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.</p><p>Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.</p><p>“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.</p><p>Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.</p><p>For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).</p><p>Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.</p><p><b>Market Views:</b></p><p>“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.</p><p>With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.</p><p>The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.</p><p>Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.</p><p>As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.</p><p>“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.</p><p>Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).</p><p>The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.</p><p><b>Market Snapshot</b></p><p>At 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&amp;P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.</p><p><img src=\"https://static.tigerbbs.com/6daf636636fcead334fc0cd35746e9a2\" tg-width=\"372\" tg-height=\"159\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107872846","content_text":"All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.Anticipation:Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.Market Views:“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.Market SnapshotAt 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090360416,"gmtCreate":1643084819984,"gmtModify":1676533772812,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555537259700212","authorIdStr":"3555537259700212"},"themes":[],"htmlText":"Amazing that he didn't exploit further. Gain respect for him and hope Tesla would reward him.","listText":"Amazing that he didn't exploit further. Gain respect for him and hope Tesla would reward him.","text":"Amazing that he didn't exploit further. Gain respect for him and hope Tesla would reward him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090360416","repostId":"2206157889","repostType":4,"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":810128344,"gmtCreate":1629954174288,"gmtModify":1676530183165,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Both have their valid points. Personally would think Burry is right in near term, and Cathie is right in far term. The&nbsp;critical thing is whether these innovation-based businesses can live up to their names and survive over time.","listText":"Both have their valid points. Personally would think Burry is right in near term, and Cathie is right in far term. The&nbsp;critical thing is whether these innovation-based businesses can live up to their names and survive over time.","text":"Both have their valid points. Personally would think Burry is right in near term, and Cathie is right in far term. The critical thing is whether these innovation-based businesses can live up to their names and survive over time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/810128344","repostId":"1101434650","repostType":4,"repost":{"id":"1101434650","kind":"news","pubTimestamp":1629949408,"share":"https://ttm.financial/m/news/1101434650?lang=&edition=fundamental","pubTime":"2021-08-26 11:43","market":"us","language":"en","title":"The 'Big Short' guy and star stock picker Cathie Wood are feuding — here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=1101434650","media":"MoneyWise","summary":"Gather ‘round, everybody! Two super investors are fighting!\nWhile it may lack the melodrama of the K","content":"<p>Gather ‘round, everybody! Two super investors are fighting!</p>\n<p>While it may lack the melodrama of the Kim and Kanye split, the public spat between Michael Burry, the hedge fund manager who famously bet against the country’s housing market and won, and Cathie Wood, the&nbsp;celebrated head of Ark Invest, adds to an important discussion taking place&nbsp;in the investment space.</p>\n<p>Burry, skeptical of its valuation, is currently shorting Ark Invest’s flagship technology exchange-traded fund, Ark Innovation ETF (ARKK). Wood has countered by accusing Burry of not understanding growth in today’s environment.</p>\n<p>Wood and Burry have repeatedly proven that they know what they’re talking about. But in this case, they can’t both be right.</p>\n<h3>Why Burry is shorting ARKK</h3>\n<p>Michael Burry’s introduction to most of America came in the form of the movie* The Big Short*, which detailed his uncovering of the fraud at the heart of America’s subprime mortgage madness of the mid-2000s. (Burry was played by Christian Bale.)</p>\n<p>By shorting the U.S. housing market, the collapse of which he felt was inevitable, Burry generated a reported $700 million for investors and pocketed about $100 million for himself.</p>\n<p>Burry’s issue with ARRK is the seemingly unsustainable growth expectations being priced into its valuation.</p>\n<p>In a since-deleted tweet from February, Burry compared Wood and ARKK to investor Gary Pilgrim and his PBHG Growth Fund, which soared in the mid-1990s by backing innovative technologies, much like ARKK does.</p>\n<p>After the brief explosion in value tech stocks enjoyed in 1999, PBHG Growth fell by 34% in 2001 and another 30% in 2002.</p>\n<p>Could ARKK be following the same path? After increasing by an eye-popping 153% in 2020 on the back of investments in companies like Tesla, Zoom and Shopify, ARKK has produced negative returns this year.</p>\n<p>The fund is down 4% year to date and has fallen almost 25% since peaking at $156.58 in February. And yet, the fund has drawn in another $6.5 billion in assets this year, according to ETF Stream.</p>\n<p>\"If you know your history, there is a pattern here that can help you,” Burry, who is also shorting Tesla stock, tweeted. “If you don't, you're doomed to repeat it.\"</p>\n<h3>The case for ARKK</h3>\n<p>Wood politely dismisses Burry's skepticism.</p>\n<p>“To his credit, Michael Burry made a great call based on fundamentals and recognized the calamity brewing in the housing/mortgage market,” wrote Wood in an&nbsp;August 17 tweet. “I do not believe that he understands the fundamentals that are creating explosive growth and investment opportunities in the innovation space.”</p>\n<p>Wood went on to tout her belief that the technologies ARK believes and invests in “should transform the world” in the next decade.</p>\n<p>“If we are correct, GDP and revenue growth will diminish until the opportunities in nascent technologies begin to move macro needles. In this environment, innovation based strategies should distinguish themselves.”</p>\n<p>There’s a good chance Wood will inevitably be proven right. But at their current levels, do the sectors and companies she and ARKK are backing have substantial room to run?</p>\n<p><i>Shark Tank</i>&nbsp;host and Dallas Mavericks owner Mark Cuban believes they do. After Burry’s short position in the ARKK fund was made public, Cuban came out in support of ARKK’s investment strategy, particularly its healthy exposure to the artificial intelligence space.</p>\n<p>\"There are 2 kinds of companies in the world: Those who originate their own AI successfully, and everyone else,\" Cuban&nbsp;tweeted. \"The top companies are AI dominate [sic] and running away from their Non-AI competitors. AI's competitive advantage is exponential, but nowhere to be seen on a Balance Sheet.\"</p>\n<h3>The lesson for investors</h3>\n<p>While Cathie Wood and Michael Burry have different opinions on the future of the ARKK ETF, they both approach the question of the fund’s value the same way: through careful, exhaustive research.</p>\n<p>Burry’s analysis might be more backward-looking and Wood’s more speculative, but they’re both weighing the available evidence and making informed decisions — exactly what&nbsp;successful investors&nbsp;would be expected to do.</p>\n<p>Whether you’re investing for short-term growth or long-term stability, it’s important not to rush out and throw your money around until you’re sufficiently educated about the sectors you hope to round out your portfolio with.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 'Big Short' guy and star stock picker Cathie Wood are feuding — here's why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 'Big Short' guy and star stock picker Cathie Wood are feuding — here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/ark-innovation-etf-sell-big-210000360.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gather ‘round, everybody! Two super investors are fighting!\nWhile it may lack the melodrama of the Kim and Kanye split, the public spat between Michael Burry, the hedge fund manager who famously bet ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ark-innovation-etf-sell-big-210000360.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PBHG":"PBS Holding, Inc."},"source_url":"https://finance.yahoo.com/news/ark-innovation-etf-sell-big-210000360.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101434650","content_text":"Gather ‘round, everybody! Two super investors are fighting!\nWhile it may lack the melodrama of the Kim and Kanye split, the public spat between Michael Burry, the hedge fund manager who famously bet against the country’s housing market and won, and Cathie Wood, the celebrated head of Ark Invest, adds to an important discussion taking place in the investment space.\nBurry, skeptical of its valuation, is currently shorting Ark Invest’s flagship technology exchange-traded fund, Ark Innovation ETF (ARKK). Wood has countered by accusing Burry of not understanding growth in today’s environment.\nWood and Burry have repeatedly proven that they know what they’re talking about. But in this case, they can’t both be right.\nWhy Burry is shorting ARKK\nMichael Burry’s introduction to most of America came in the form of the movie* The Big Short*, which detailed his uncovering of the fraud at the heart of America’s subprime mortgage madness of the mid-2000s. (Burry was played by Christian Bale.)\nBy shorting the U.S. housing market, the collapse of which he felt was inevitable, Burry generated a reported $700 million for investors and pocketed about $100 million for himself.\nBurry’s issue with ARRK is the seemingly unsustainable growth expectations being priced into its valuation.\nIn a since-deleted tweet from February, Burry compared Wood and ARKK to investor Gary Pilgrim and his PBHG Growth Fund, which soared in the mid-1990s by backing innovative technologies, much like ARKK does.\nAfter the brief explosion in value tech stocks enjoyed in 1999, PBHG Growth fell by 34% in 2001 and another 30% in 2002.\nCould ARKK be following the same path? After increasing by an eye-popping 153% in 2020 on the back of investments in companies like Tesla, Zoom and Shopify, ARKK has produced negative returns this year.\nThe fund is down 4% year to date and has fallen almost 25% since peaking at $156.58 in February. And yet, the fund has drawn in another $6.5 billion in assets this year, according to ETF Stream.\n\"If you know your history, there is a pattern here that can help you,” Burry, who is also shorting Tesla stock, tweeted. “If you don't, you're doomed to repeat it.\"\nThe case for ARKK\nWood politely dismisses Burry's skepticism.\n“To his credit, Michael Burry made a great call based on fundamentals and recognized the calamity brewing in the housing/mortgage market,” wrote Wood in an August 17 tweet. “I do not believe that he understands the fundamentals that are creating explosive growth and investment opportunities in the innovation space.”\nWood went on to tout her belief that the technologies ARK believes and invests in “should transform the world” in the next decade.\n“If we are correct, GDP and revenue growth will diminish until the opportunities in nascent technologies begin to move macro needles. In this environment, innovation based strategies should distinguish themselves.”\nThere’s a good chance Wood will inevitably be proven right. But at their current levels, do the sectors and companies she and ARKK are backing have substantial room to run?\nShark Tank host and Dallas Mavericks owner Mark Cuban believes they do. After Burry’s short position in the ARKK fund was made public, Cuban came out in support of ARKK’s investment strategy, particularly its healthy exposure to the artificial intelligence space.\n\"There are 2 kinds of companies in the world: Those who originate their own AI successfully, and everyone else,\" Cuban tweeted. \"The top companies are AI dominate [sic] and running away from their Non-AI competitors. AI's competitive advantage is exponential, but nowhere to be seen on a Balance Sheet.\"\nThe lesson for investors\nWhile Cathie Wood and Michael Burry have different opinions on the future of the ARKK ETF, they both approach the question of the fund’s value the same way: through careful, exhaustive research.\nBurry’s analysis might be more backward-looking and Wood’s more speculative, but they’re both weighing the available evidence and making informed decisions — exactly what successful investors would be expected to do.\nWhether you’re investing for short-term growth or long-term stability, it’s important not to rush out and throw your money around until you’re sufficiently educated about the sectors you hope to round out your portfolio with.","news_type":1,"symbols_score_info":{"PBHG":0.9}},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577198376590284","authorId":"3577198376590284","name":"JasonChang","avatar":"https://static.tigerbbs.com/739faf02f16c64fb9a9f48fee98b5cd2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3577198376590284","idStr":"3577198376590284"},"content":"I agree, in the end, dont blindly follow one person and take all POVs with a grain of salt","text":"I agree, in the end, dont blindly follow one person and take all POVs with a grain of salt","html":"I agree, in the end, dont blindly follow one person and take all POVs with a grain of salt"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809572559,"gmtCreate":1627383438571,"gmtModify":1703488823800,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Apple is in a good position for the 5g rollout.","listText":"Apple is in a good position for the 5g rollout.","text":"Apple is in a good position for the 5g rollout.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/809572559","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125582527,"gmtCreate":1624680406269,"gmtModify":1703843519086,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"NVDA will be a great stock to own down the road","listText":"NVDA will be a great stock to own down the road","text":"NVDA will be a great stock to own down the road","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/125582527","repostId":"1175794606","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888117879,"gmtCreate":1631456095791,"gmtModify":1676530550758,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Waiting for Amazon to stock split","listText":"Waiting for Amazon to stock split","text":"Waiting for Amazon to stock split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888117879","repostId":"2166377772","repostType":4,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896182050,"gmtCreate":1628561761670,"gmtModify":1703508145243,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"And that's the bubble that made him what he is today.","listText":"And that's the bubble that made him what he is today.","text":"And that's the bubble that made him what he is today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/896182050","repostId":"1135437633","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179354673,"gmtCreate":1626488387992,"gmtModify":1703761012487,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"God knows if the price is dropping due to disinterest of the stock by retail investors or institutional manipulation.","listText":"God knows if the price is dropping due to disinterest of the stock by retail investors or institutional manipulation.","text":"God knows if the price is dropping due to disinterest of the stock by retail investors or institutional manipulation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/179354673","repostId":"1159574501","repostType":4,"repost":{"id":"1159574501","kind":"news","pubTimestamp":1626484131,"share":"https://ttm.financial/m/news/1159574501?lang=&edition=fundamental","pubTime":"2021-07-17 09:08","market":"us","language":"en","title":"'Bad Omen' For Meme Stocks And The Retail Trading Boom? Here's What The Data Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1159574501","media":"Benzinga","summary":"Social media meme stocks GameStop Corp.(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC) took ","content":"<div>\n<p>Social media meme stocks GameStop Corp.(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC) took a beating this week, with GameStop on track to finish the week down 9% and AMC set to lose 20.9% in ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22023662/bad-omen-for-meme-stocks-and-the-retail-trading-boom-heres-what-the-data-says\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'Bad Omen' For Meme Stocks And The Retail Trading Boom? Here's What The Data Says</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\">\n'Bad Omen' For Meme Stocks And The Retail Trading Boom? Here's What The Data Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22023662/bad-omen-for-meme-stocks-and-the-retail-trading-boom-heres-what-the-data-says><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Social media meme stocks GameStop Corp.(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC) took a beating this week, with GameStop on track to finish the week down 9% and AMC set to lose 20.9% in ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22023662/bad-omen-for-meme-stocks-and-the-retail-trading-boom-heres-what-the-data-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站","TLRY":"Tilray Inc."},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22023662/bad-omen-for-meme-stocks-and-the-retail-trading-boom-heres-what-the-data-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159574501","content_text":"Social media meme stocks GameStop Corp.(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC) took a beating this week, with GameStop on track to finish the week down 9% and AMC set to lose 20.9% in Friday afternoon trading.\nDataTrek Research co-founder Nicholas Colas said this week there is an ominous sign the meme stock phenomenon may be dying a slow death.\nRetail Trading Boom:DataTrek has been periodically tracking the boom in retail traders triggered during the pandemic in 2020 and 2021 by monitoring U.S. Google search volume for the keywords “invest” and “buy stock.” Colas said these basic search terms are a broad way to gauge marginal retail investor interest in the stock market.\nThe image below shows how search volume for those key phrases has changed since the beginning of 2020.\n\nColas said the search volume data clearly indicates the retail stock trading fad is completely over at this point, a “very bad omen” for AMC and GameStop. In fact, Google search volume is now back down to where it was before the pandemic started in early 2020.\nIn addition, search volumes are now down 75% from their peak levels during the initial short squeezes in AMC and GameStop back in January 2021.\nColas said meme stocks like AMC need new retail stock traders to join in the buying to support their stock prices else they could be headed for more volatility like they have experienced this week.\n“Bubbles need fresh money, or they deflate. Quickly,” Colas wrote. “Every craze needs new adherents (i.e., not just the same crowd) to keep it relevant, and the Google chart shows those are in increasingly short supply.”\nPMP Weighs In:Benzinga PreMarket Prep co-host Dennis Dick said a good story can carry a stock a long way, and some stocks can even become so hot that they become temporarily disconnected from the company’s underlying fundamentals.\n“We have seen that in a number of meme stocks this year. Story can drive price in the short run but stocks almost always return back to their fundamental value in the long run,” Dick said.\nThe type of disconnect between share price and underlying value that AMC and GameStop have experienced in 2021 is certainly nothing new. Canadian cannabis stock Tilray Inc(NASDAQ:TLRY) experienced a similar disconnect back in 2018 when a retail stock mania sent the stock skyrocketing up to $300. Today, Tilray is trading back down at around $13.90.\n“As the stock price begins to fall, momentum traders who have been chasing the hot story will begin to exit. But if the stock trades at an extreme valuation, there may be very few traders willing to buy. This is what we are starting to see in many meme stocks today,” Dick said.\nBenzinga's Take:If the story begins to get hot again, the stock prices of overvalued story stocks can always recover once again. But without any underlying fundamentals to support the valuation, these types of stocks need a constant stream of new buyers and an increasingly bullish story to generate fresh enthusiasm.","news_type":1,"symbols_score_info":{"TLRY":0.9,"GME":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897905760,"gmtCreate":1628866108650,"gmtModify":1676529880736,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Engaging with public is one of the smartest move. These positive sentiments could become the strongest support of&nbsp;a company, especially during trying period like now. Great CEO.","listText":"Engaging with public is one of the smartest move. These positive sentiments could become the strongest support of&nbsp;a company, especially during trying period like now. Great CEO.","text":"Engaging with public is one of the smartest move. These positive sentiments could become the strongest support of a company, especially during trying period like now. Great CEO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897905760","repostId":"1100581820","repostType":4,"repost":{"id":"1100581820","kind":"news","pubTimestamp":1628846483,"share":"https://ttm.financial/m/news/1100581820?lang=&edition=fundamental","pubTime":"2021-08-13 17:21","market":"us","language":"en","title":"AMC Stock: Is Adam Aron The Best CEO Ever?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100581820","media":"Thestreet","summary":"After AMC (AMC) “crushed” second quarter results, CEO Adam Aron deserves quite a bit of credit for t","content":"<p>After AMC&nbsp;(<b>AMC</b>)&nbsp;“crushed” second quarter results, CEO Adam Aron deserves quite a bit of credit for the accomplishment. Under his leadership, AMC’s business has been showing early but encouraging signs of recovery.</p>\n<p>Also, the CEO reinforced his good relationship with the ape community, one of the key pillars of AMC’s recovery this year. Wall Street Memes discusses why Adam Aron might be considered “one of the greatest business people”, a title recentlygivento him by Mad Money’s Jim Cramer.</p>\n<h3>Adam’s background</h3>\n<p>As a former CEO of the Philadelphia 76ers (currently co-owner), Norwegian Cruise Line (NCLH) and Vail Resorts (MTN), Adam Aron has been successful in every company that he has led. At the helm of AMC today, the same seems to be true, despite the immense challenges of late.</p>\n<p>Since 2015, Adam has been the CEO of AMC Entertainment. He has been consistently praised fortransformingAMC and shaking up the movie theater business.</p>\n<p>However, his biggest career challenge began last year, with the COVID-19 pandemic. Due to the lockdowns, AMC was forced to close all of its theaters, which put the company on the edge of bankruptcy.</p>\n<h3>Luck follows the successful</h3>\n<p>Adam Aron was unknown to the masses until the surge of meme mania. With the help of the ape community, AMC share price rose to stratospheric levels and became one of the most popular stocks in the entire exchange.</p>\n<p>Due to the companybeingthe target of massive short selling, Reddit forums organized by retail investors made a push to buy AMC shares en masse. The efforts resulted in a spike in the company's market cap from $300 million in early 2021 to the current $16 billion.</p>\n<p>Following AMC's rally, in June, 11 million new shareswereissued, which enabled AMC to raise hundreds of millions in equity and gave an unexpected boost to the company's liquidity. The impact was felt in last period’s financial results. \"The second quarter of 2021 was transformational for AMC,\" said CEO Adam Aron.</p>\n<h3>Apes being valued</h3>\n<p>Ape commitment has been crucial for the company to raise large quantities of cash. It is not hard, therefore, to understand why Adam Aron values  his individual shareholders so much. Recently, he listened to them anddeclined the issuance of another 25 million shares—which would have brought another pile of cash to AMC's vaults.</p>\n<p>In addition, the CEO has been very active and open to dialogue with the apes. According to him, many ideas suggested by shareholders were considered, including apossiblepartnership with Ryan Cohen from GameStop and theinclusionof bitcoin as payment in movie theaters — the latter having already been executed. Also, in the last earnings call,AMC openedthe floor for direct Q&amp;A with individual shareholders, which is quite unusual among publicly traded companies.</p>\n<p>However, the CEO very carefullyhintedthat he will likely sell some of his shares in the near future to rebalance his personal equity since he has not yet sold any of his 758,747 common AMC shares. We have not seen much pushback from the ape community on his decision.</p>\n<h3>Best CEO ever?</h3>\n<p>Overall, CEO Adam Aron seems to enjoy a status of leadership among the apes, which he has earned by putting retail investors at the center of the conversations. Such status and his wiliness to listen, in turn, have benefitted the company (think of the equity issuance), creating a virtuous cycle that seems to please the shareholder base.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock: Is Adam Aron The Best CEO Ever?</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\">\nAMC Stock: Is Adam Aron The Best CEO Ever?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/amc/amc-stock-is-adam-aron-the-best-ceo-ever><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After AMC (AMC) “crushed” second quarter results, CEO Adam Aron deserves quite a bit of credit for the accomplishment. Under his leadership, AMC’s business has been showing early but encouraging signs...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/amc/amc-stock-is-adam-aron-the-best-ceo-ever\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.thestreet.com/memestocks/amc/amc-stock-is-adam-aron-the-best-ceo-ever","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100581820","content_text":"After AMC (AMC) “crushed” second quarter results, CEO Adam Aron deserves quite a bit of credit for the accomplishment. Under his leadership, AMC’s business has been showing early but encouraging signs of recovery.\nAlso, the CEO reinforced his good relationship with the ape community, one of the key pillars of AMC’s recovery this year. Wall Street Memes discusses why Adam Aron might be considered “one of the greatest business people”, a title recentlygivento him by Mad Money’s Jim Cramer.\nAdam’s background\nAs a former CEO of the Philadelphia 76ers (currently co-owner), Norwegian Cruise Line (NCLH) and Vail Resorts (MTN), Adam Aron has been successful in every company that he has led. At the helm of AMC today, the same seems to be true, despite the immense challenges of late.\nSince 2015, Adam has been the CEO of AMC Entertainment. He has been consistently praised fortransformingAMC and shaking up the movie theater business.\nHowever, his biggest career challenge began last year, with the COVID-19 pandemic. Due to the lockdowns, AMC was forced to close all of its theaters, which put the company on the edge of bankruptcy.\nLuck follows the successful\nAdam Aron was unknown to the masses until the surge of meme mania. With the help of the ape community, AMC share price rose to stratospheric levels and became one of the most popular stocks in the entire exchange.\nDue to the companybeingthe target of massive short selling, Reddit forums organized by retail investors made a push to buy AMC shares en masse. The efforts resulted in a spike in the company's market cap from $300 million in early 2021 to the current $16 billion.\nFollowing AMC's rally, in June, 11 million new shareswereissued, which enabled AMC to raise hundreds of millions in equity and gave an unexpected boost to the company's liquidity. The impact was felt in last period’s financial results. \"The second quarter of 2021 was transformational for AMC,\" said CEO Adam Aron.\nApes being valued\nApe commitment has been crucial for the company to raise large quantities of cash. It is not hard, therefore, to understand why Adam Aron values  his individual shareholders so much. Recently, he listened to them anddeclined the issuance of another 25 million shares—which would have brought another pile of cash to AMC's vaults.\nIn addition, the CEO has been very active and open to dialogue with the apes. According to him, many ideas suggested by shareholders were considered, including apossiblepartnership with Ryan Cohen from GameStop and theinclusionof bitcoin as payment in movie theaters — the latter having already been executed. Also, in the last earnings call,AMC openedthe floor for direct Q&A with individual shareholders, which is quite unusual among publicly traded companies.\nHowever, the CEO very carefullyhintedthat he will likely sell some of his shares in the near future to rebalance his personal equity since he has not yet sold any of his 758,747 common AMC shares. We have not seen much pushback from the ape community on his decision.\nBest CEO ever?\nOverall, CEO Adam Aron seems to enjoy a status of leadership among the apes, which he has earned by putting retail investors at the center of the conversations. Such status and his wiliness to listen, in turn, have benefitted the company (think of the equity issuance), creating a virtuous cycle that seems to please the shareholder base.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086659371,"gmtCreate":1650452969240,"gmtModify":1676534727008,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Is this Gordon?","listText":"Is this Gordon?","text":"Is this Gordon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086659371","repostId":"1105569285","repostType":4,"isVote":1,"tweetType":1,"viewCount":3407,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562670436095987","authorId":"3562670436095987","name":"hakunaurtata","avatar":"https://static.tigerbbs.com/5631ba6526d1730e263ae54c0eab70e9","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3562670436095987","idStr":"3562670436095987"},"content":"some of seekingalpha's articles are becoming more negative on Tesla, really makes one think if there's any insidious intent behind their articles...","text":"some of seekingalpha's articles are becoming more negative on Tesla, really makes one think if there's any insidious intent behind their articles...","html":"some of seekingalpha's articles are becoming more negative on Tesla, really makes one think if there's any insidious intent behind their articles..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881588089,"gmtCreate":1631363370841,"gmtModify":1676530535835,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"This is totally very possible.","listText":"This is totally very possible.","text":"This is totally very possible.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881588089","repostId":"1170700790","repostType":4,"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090289088,"gmtCreate":1643196340144,"gmtModify":1676533784009,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"16 Mar then.","listText":"16 Mar then.","text":"16 Mar then.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090289088","repostId":"1107872846","repostType":4,"repost":{"id":"1107872846","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643190439,"share":"https://ttm.financial/m/news/1107872846?lang=&edition=fundamental","pubTime":"2022-01-26 17:47","market":"us","language":"en","title":"FOMC Preview：Fed Not Expected to Raise Interest Rates This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1107872846","media":"Tiger Newspress","summary":"All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Market","content":"<html><head></head><body><p>All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.</p><p>The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.</p><p><b>Anticipation:</b></p><p>Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.</p><p>Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.</p><p>“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”</p><p>Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.</p><p>Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.</p><p>“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.</p><p>Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.</p><p>For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).</p><p>Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.</p><p><b>Market Views:</b></p><p>“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.</p><p>With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.</p><p>The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.</p><p>Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.</p><p>As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.</p><p>“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.</p><p>Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).</p><p>The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.</p><p><b>Market Snapshot</b></p><p>At 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&amp;P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.</p><p><img src=\"https://static.tigerbbs.com/6daf636636fcead334fc0cd35746e9a2\" tg-width=\"372\" tg-height=\"159\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FOMC Preview：Fed Not Expected to Raise Interest Rates This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC Preview：Fed Not Expected to Raise Interest Rates This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-26 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.</p><p>The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.</p><p><b>Anticipation:</b></p><p>Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.</p><p>Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.</p><p>“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”</p><p>Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.</p><p>Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.</p><p>“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.</p><p>Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.</p><p>For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).</p><p>Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.</p><p><b>Market Views:</b></p><p>“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.</p><p>With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.</p><p>The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.</p><p>Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.</p><p>As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.</p><p>“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.</p><p>Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).</p><p>The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.</p><p><b>Market Snapshot</b></p><p>At 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&amp;P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.</p><p><img src=\"https://static.tigerbbs.com/6daf636636fcead334fc0cd35746e9a2\" tg-width=\"372\" tg-height=\"159\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107872846","content_text":"All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.Anticipation:Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.Market Views:“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.Market SnapshotAt 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814374704,"gmtCreate":1630774223808,"gmtModify":1676530393355,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Nice article. Not all hedge funds and shortists are bad actually.&nbsp;","listText":"Nice article. Not all hedge funds and shortists are bad actually.&nbsp;","text":"Nice article. Not all hedge funds and shortists are bad actually.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814374704","repostId":"1189766406","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171284518,"gmtCreate":1626746465434,"gmtModify":1703764344731,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Sometimes, those fund managers&nbsp;who are bearish about the situations, are the first ones to start buying in.&nbsp;","listText":"Sometimes, those fund managers&nbsp;who are bearish about the situations, are the first ones to start buying in.&nbsp;","text":"Sometimes, those fund managers who are bearish about the situations, are the first ones to start buying in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171284518","repostId":"1118132702","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168638242,"gmtCreate":1623973549586,"gmtModify":1703824945347,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Great! Prove to the world that big caps are still capable of great growth!","listText":"Great! Prove to the world that big caps are still capable of great growth!","text":"Great! Prove to the world that big caps are still capable of great growth!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168638242","repostId":"1140460323","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810126915,"gmtCreate":1629954296837,"gmtModify":1676530183182,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Yes, to the moon pls.","listText":"Yes, to the moon pls.","text":"Yes, to the moon pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810126915","repostId":"1197918153","repostType":4,"repost":{"id":"1197918153","kind":"news","pubTimestamp":1629948466,"share":"https://ttm.financial/m/news/1197918153?lang=&edition=fundamental","pubTime":"2021-08-26 11:27","market":"us","language":"en","title":"AMC Stock: Running Of The Bulls Knocks Short Sellers Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1197918153","media":"Thestreet","summary":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimis","content":"<p>The August 24 trading session provided AMC stock&nbsp;(<b>AMC</b>) -Get Report&nbsp;owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.</p>\n<p>Not yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.</p>\n<h3>Broad market strength</h3>\n<p>The US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.</p>\n<p>AMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1cc490ca24ca006f0cad2c9b785eb27\" tg-width=\"1200\" tg-height=\"595\" width=\"100%\" height=\"auto\"><span>Figure 1: AMC historical data and trading volume.</span></p>\n<h3>Bullish drivers</h3>\n<p>AMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81369ea6c61e3992aad71b0bb2d24e20\" tg-width=\"1200\" tg-height=\"609\" width=\"100%\" height=\"auto\"><span>Figure 2: WSB ticker sentiment - AMC.Swaggy Stocks</span></p>\n<p>Short interest remains elevated and on the rise, at around 18% according to&nbsp;Yahoo Finance.&nbsp;Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.</p>\n<p>The company’s recent financial performance may also be playing a role in stock price action. The&nbsp;above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.</p>\n<h3>SEC looking closely at dark pools</h3>\n<p>One of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.</p>\n<p>Recently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities&nbsp;to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.</p>\n<h3>Short sellers get slapped</h3>\n<p>With over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data&nbsp;provided&nbsp;by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.</p>\n<p>Short seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock: Running Of The Bulls Knocks Short Sellers Down</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\">\nAMC Stock: Running Of The Bulls Knocks Short Sellers Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.thestreet.com/memestocks/amc/amc-stock-running-of-the-bulls-knocks-short-sellers-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197918153","content_text":"The August 24 trading session provided AMC stock (AMC) -Get Report owners with reasons to be optimistic about a run towards new peaks. Possibly motivated by broad market movements that were also positive, AMC surged 20% and finally broke into the $40 levels once again.\nNot yet satisfied, ambitious apes still believe that the recent move in AMC is just the tip of the iceberg, and that the path to the moon is gradually being paved. Wall Street Memes reviews AMC stock’s recent performance.\nBroad market strength\nThe US stock market had a record-breaking dayon August 24. In a week marked by chatter around monetary policy and the Jackson Hole symposium, vaccine approval news and the Chinese market’s retraction helped to fuel the market’s euphoria in the US.\nAMC trading volume reached about 220 million shares on August 24, more than double the average 10-day metric.\nFigure 1: AMC historical data and trading volume.\nBullish drivers\nAMC’s popularity across the main online discussion boards remains at peak levels. The top meme stock’s performance mirrored WallStreetBets’ commentary volume, although correlation does not necessarily mean causation.\nFigure 2: WSB ticker sentiment - AMC.Swaggy Stocks\nShort interest remains elevated and on the rise, at around 18% according to Yahoo Finance. Also, Wall Street analysts' bearishness towards the stock has served as fuel for defying AMC apes in their quest to squeeze short sellers out.\nThe company’s recent financial performance may also be playing a role in stock price action. The above-expectations Q2 earnings report, which pointed at a scenario of post-pandemic recovery for AMC, reinforces the fundamentalist thesis. Keep in mind, however, that meme mania has much more to do with momentum and market dynamics than with business fundamentals.\nSEC looking closely at dark pools\nOne of the biggest complaints and concerns of AMC shareholders is the lack of transparency in the market. There seems to be a consensus among the ape community that dark pool activities and naked short selling could be hampering AMC's ride to new highs.\nRecently, SEC Chair Gay Genslerspoke directly on the matter, stating that the agency is looking closely at dark pool activities to protect investors. While no firm action has been taken yet, the SEC’s willingness to address the issue can be seen as positive news.\nShort sellers get slapped\nWith over 92 million AMC shares currently shorted, sellers have racked up billions of dollars in losses since meme mania emerged. The latest data provided by third-party research reveals that, as of July 20, shorts had incurred year-to-date losses of $3.8 billion.\nShort seller losses are probably even higher now, since AMC stock has spiked 20% in August alone. Amid a new wave of optimism, bears might be playing with fire. How long will they withstand the upward pressures? Apes’ bet: not very long.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801544950,"gmtCreate":1627525014770,"gmtModify":1703491661160,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Good read.","listText":"Good read.","text":"Good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/801544950","repostId":"1191251432","repostType":4,"repost":{"id":"1191251432","kind":"news","pubTimestamp":1627524003,"share":"https://ttm.financial/m/news/1191251432?lang=&edition=fundamental","pubTime":"2021-07-29 10:00","market":"us","language":"en","title":"What Tesla’s bet on iron-based batteries means for manufacturers","url":"https://stock-news.laohu8.com/highlight/detail?id=1191251432","media":"finance.yahoo","summary":"Elon Musk earlier this week made his most bullish statements yet on iron-based batteries, noting tha","content":"<p>Elon Musk earlier this week made his most bullish statements yet on iron-based batteries, noting that Tesla is making a “long-term shift” toward older, cheaper lithium-iron-phosphate (LFP) cells in its energy storage products and some entry-level EVs.</p>\n<p>The Tesla CEO mused that the company's batteries may eventually be roughly two-thirds iron-based and one-third nickel-based across its products. “And this is actually good because there’s plenty of iron in the world,” he added.</p>\n<p>Musk's comments reflect a change that is already underway within the automotive sector, mainly in China. Battery chemistries outside of China have been predominantly nickel-based -- specifically nickel-manganese-cobalt (NMC) and nickel-cobalt-aluminum (NCA). These newer chemistries have become attractive to automakers due to their higher energy density, letting original equipment manufacturers (OEMs) improve the range of their batteries.</p>\n<p>If Musk's bullishness is heralding a genuine shift across the EV industry, the question is whether battery makers outside of China will be able to keep up.</p>\n<p>Musk is not the only automotive executive to signal a return to the LFP formula. Earlier this year, Ford CEO Jim Farley said the company would use LFP batteries in some commercial vehicles. Meanwhile, Volkswagen CEO Herbert Diess announced during the company’s inaugural battery day presentation that LFP would be used in some VW entry-level EVs.</p>\n<p>On the energy storage front, Musk's comments about using LFP-based chemistries in Powerwall and Megapack are in line with other stationary energy storage companies pushing for iron-based formulas. “The stationary storage industry wants to move to LFP because it's cheaper,” Sam Jaffe, who heads the battery research firm Cairn Energy Research Advisors, told TechCrunch.</p>\n<p>LFP battery cells are attractive for a few different reasons. For one, they’re not dependent on ultra-scarce and price-volatile raw materials like cobalt and nickel. (Cobalt, which is predominantly sourced from the Democratic Republic of Congo, has undergone additional scrutiny due to inhumane mining conditions.) And while they are less energy-dense than nickel-based chemistries, LFP batteries are much cheaper. This is good news for those looking to spur the shift to electric vehicles because lowering the cost per vehicle will likely be key to greater EV adoption.</p>\n<p>Musk clearly sees a major future for iron-based chemistries at Tesla, and his comments have helped thrust LFP back into the spotlight. But there's one place where they've remained the star of the show: China.</p>\n<p>China’s monopoly on LFP</p>\n<p>“LFP is pretty much only produced in China,” Caspar Rawles, head of price and data assessments at the research firm Benchmark Mineral Intelligence, explained in a recent interview with TechCrunch.</p>\n<p>China’s dominance in LFP battery production in part relates to a series of key LFP patents, which are managed by a consortium of universities and research institutions. This consortium came to an agreement with Chinese battery makers a decade ago under which the manufacturers would not be charged a licensing fee providing that the LFP batteries were used only in Chinese markets.</p>\n<p>Hence, China cornered the LFP market.</p>\n<p>Battery makers in China may benefit most from a potential tectonic shift toward LFP -- specifically BYD and CATL, the latter of which already manufactures LFP batteries for Tesla vehicles built and sold in China. (Volkswagen, meanwhile, has a substantial stake in Chinese LFP maker Gotion High-Tech.) These battery makers aren’t slowing down: In January, CATL and Shenzhen Dynanonic signed an agreement with a local Chinese province to build an LFP cathode plant at a cost of $280 million over three years.</p>\n<p>The LFP patents are due to expire in 2022, industry analystRoskill explains, which could give battery manufacturers outside China time to start shifting some of their production toward iron-based formulas. However, all of the planned battery factories in Europe and North America, many of which are joint ventures with South Korean industry giants like LG Chem or SK Innovation, are still focused on nickel-based chemistries.</p>\n<p>“For the U.S. to take advantage of LFP's strengths, North American manufacturing will be necessary,” Jaffe explained. “Everyone building a gigafactory in the U.S. today is planning on making high nickel chemistries. There's an enormous unmet need for locally manufactured LFP batteries.”</p>\n<p>Rawles said he expects some LFP capacity in North America and Europe in the coming years, particularly after the patents expire. He pointed out that both CATL and SVOLT, another battery maker, have been making moves in Germany -- but both of these companies are Chinese, which leaves open the question of whether other Asian or Western companies can compete in the LFP market. (Stellantis chose SVOLT as one of its battery suppliers from 2025 onwards.)</p>\n<p>On the energy storage front, Jaffe said he thinks “it's inevitable that most stationary storage systems will eventually be LFP.”</p>\n<p>However, not all is lost for domestic manufacturing in the United States. “The good news for building local LFP manufacturing is that the supply chain is simple: Outside of lithium, it's iron and phosphoric acid, two cheap materials already made [in the U.S.] in large quantities,” Jaffe added.</p>\n<p>In the end, it is not a question of one battery chemistry versus another. What’s more likely is what we’ve already started to see from automakers, including Tesla: Iron-based batteries will be used predominately in entry-level and cheaper vehicles, while nickel-based cells will be used for higher-end and performance cars. Many consumers will likely be content with a 200- to 250-mile-range vehicle that's thousands of dollars cheaper than one with a range of 300 to 350 miles.</p>\n<p>Automakers have also begun making moves to take control of the battery supply, whether through vertical manufacturing or joint ventures with established battery companies. That means that growing LFP capacity in North America and Europe is not only likely, but inevitable.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Tesla’s bet on iron-based batteries means for manufacturers</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\">\nWhat Tesla’s bet on iron-based batteries means for manufacturers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-bet-iron-based-batteries-143934016.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk earlier this week made his most bullish statements yet on iron-based batteries, noting that Tesla is making a “long-term shift” toward older, cheaper lithium-iron-phosphate (LFP) cells in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-bet-iron-based-batteries-143934016.html\">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://finance.yahoo.com/news/tesla-bet-iron-based-batteries-143934016.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191251432","content_text":"Elon Musk earlier this week made his most bullish statements yet on iron-based batteries, noting that Tesla is making a “long-term shift” toward older, cheaper lithium-iron-phosphate (LFP) cells in its energy storage products and some entry-level EVs.\nThe Tesla CEO mused that the company's batteries may eventually be roughly two-thirds iron-based and one-third nickel-based across its products. “And this is actually good because there’s plenty of iron in the world,” he added.\nMusk's comments reflect a change that is already underway within the automotive sector, mainly in China. Battery chemistries outside of China have been predominantly nickel-based -- specifically nickel-manganese-cobalt (NMC) and nickel-cobalt-aluminum (NCA). These newer chemistries have become attractive to automakers due to their higher energy density, letting original equipment manufacturers (OEMs) improve the range of their batteries.\nIf Musk's bullishness is heralding a genuine shift across the EV industry, the question is whether battery makers outside of China will be able to keep up.\nMusk is not the only automotive executive to signal a return to the LFP formula. Earlier this year, Ford CEO Jim Farley said the company would use LFP batteries in some commercial vehicles. Meanwhile, Volkswagen CEO Herbert Diess announced during the company’s inaugural battery day presentation that LFP would be used in some VW entry-level EVs.\nOn the energy storage front, Musk's comments about using LFP-based chemistries in Powerwall and Megapack are in line with other stationary energy storage companies pushing for iron-based formulas. “The stationary storage industry wants to move to LFP because it's cheaper,” Sam Jaffe, who heads the battery research firm Cairn Energy Research Advisors, told TechCrunch.\nLFP battery cells are attractive for a few different reasons. For one, they’re not dependent on ultra-scarce and price-volatile raw materials like cobalt and nickel. (Cobalt, which is predominantly sourced from the Democratic Republic of Congo, has undergone additional scrutiny due to inhumane mining conditions.) And while they are less energy-dense than nickel-based chemistries, LFP batteries are much cheaper. This is good news for those looking to spur the shift to electric vehicles because lowering the cost per vehicle will likely be key to greater EV adoption.\nMusk clearly sees a major future for iron-based chemistries at Tesla, and his comments have helped thrust LFP back into the spotlight. But there's one place where they've remained the star of the show: China.\nChina’s monopoly on LFP\n“LFP is pretty much only produced in China,” Caspar Rawles, head of price and data assessments at the research firm Benchmark Mineral Intelligence, explained in a recent interview with TechCrunch.\nChina’s dominance in LFP battery production in part relates to a series of key LFP patents, which are managed by a consortium of universities and research institutions. This consortium came to an agreement with Chinese battery makers a decade ago under which the manufacturers would not be charged a licensing fee providing that the LFP batteries were used only in Chinese markets.\nHence, China cornered the LFP market.\nBattery makers in China may benefit most from a potential tectonic shift toward LFP -- specifically BYD and CATL, the latter of which already manufactures LFP batteries for Tesla vehicles built and sold in China. (Volkswagen, meanwhile, has a substantial stake in Chinese LFP maker Gotion High-Tech.) These battery makers aren’t slowing down: In January, CATL and Shenzhen Dynanonic signed an agreement with a local Chinese province to build an LFP cathode plant at a cost of $280 million over three years.\nThe LFP patents are due to expire in 2022, industry analystRoskill explains, which could give battery manufacturers outside China time to start shifting some of their production toward iron-based formulas. However, all of the planned battery factories in Europe and North America, many of which are joint ventures with South Korean industry giants like LG Chem or SK Innovation, are still focused on nickel-based chemistries.\n“For the U.S. to take advantage of LFP's strengths, North American manufacturing will be necessary,” Jaffe explained. “Everyone building a gigafactory in the U.S. today is planning on making high nickel chemistries. There's an enormous unmet need for locally manufactured LFP batteries.”\nRawles said he expects some LFP capacity in North America and Europe in the coming years, particularly after the patents expire. He pointed out that both CATL and SVOLT, another battery maker, have been making moves in Germany -- but both of these companies are Chinese, which leaves open the question of whether other Asian or Western companies can compete in the LFP market. (Stellantis chose SVOLT as one of its battery suppliers from 2025 onwards.)\nOn the energy storage front, Jaffe said he thinks “it's inevitable that most stationary storage systems will eventually be LFP.”\nHowever, not all is lost for domestic manufacturing in the United States. “The good news for building local LFP manufacturing is that the supply chain is simple: Outside of lithium, it's iron and phosphoric acid, two cheap materials already made [in the U.S.] in large quantities,” Jaffe added.\nIn the end, it is not a question of one battery chemistry versus another. What’s more likely is what we’ve already started to see from automakers, including Tesla: Iron-based batteries will be used predominately in entry-level and cheaper vehicles, while nickel-based cells will be used for higher-end and performance cars. Many consumers will likely be content with a 200- to 250-mile-range vehicle that's thousands of dollars cheaper than one with a range of 300 to 350 miles.\nAutomakers have also begun making moves to take control of the battery supply, whether through vertical manufacturing or joint ventures with established battery companies. That means that growing LFP capacity in North America and Europe is not only likely, but inevitable.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563403277012456","authorId":"3563403277012456","name":"SilverSoul","avatar":"https://static.tigerbbs.com/692e9e2f198854f2b357459085e07d4f","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3563403277012456","idStr":"3563403277012456"},"content":"Tesla fan here!","text":"Tesla fan here!","html":"Tesla fan here!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801557880,"gmtCreate":1627524611240,"gmtModify":1703491649325,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Waiting for AR/VR to get into the picture. NFT ftw.","listText":"Waiting for AR/VR to get into the picture. NFT ftw.","text":"Waiting for AR/VR to get into the picture. NFT ftw.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/801557880","repostId":"1171529765","repostType":4,"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128648386,"gmtCreate":1624515496445,"gmtModify":1703839032172,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"I wonder how Trivariate did the research. Not saying they are wrong but sometimes we just need to think beyond what is presented to us.","listText":"I wonder how Trivariate did the research. Not saying they are wrong but sometimes we just need to think beyond what is presented to us.","text":"I wonder how Trivariate did the research. Not saying they are wrong but sometimes we just need to think beyond what is presented to us.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128648386","repostId":"1148268309","repostType":4,"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937692462,"gmtCreate":1663411072056,"gmtModify":1676537267356,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937692462","repostId":"1129633132","repostType":4,"repost":{"id":"1129633132","kind":"news","pubTimestamp":1663378125,"share":"https://ttm.financial/m/news/1129633132?lang=&edition=fundamental","pubTime":"2022-09-17 09:28","market":"us","language":"en","title":"Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=1129633132","media":"Seeking Alpha","summary":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ethereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.</li><li>Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.</li><li>The impact of the Merge on Nvidia’s sales will be, at best, ugly.</li><li>How will the Merge affect Nvidia’s expected RTX 40 series launch?</li><li>Investor takeaways: Will Nvidia need to restate guidance for this quarter?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f531f7b392a181968ec72c4a8f89f8e\" tg-width=\"1080\" tg-height=\"613\" referrerpolicy=\"no-referrer\"/><span>vzphotos/iStock Editorial via Getty Images</span></p><p>The Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by &#34;mining&#34;. The millions of high-end graphics cards that are used for this will no longer beneeded for the new &#34;proof-of-stake&#34; approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.</p><p><b>Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming &#34;mining&#34;</b></p><p>The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4872c823bfeb3e06182d2d3f6ab87879\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/><span>Ethereum.org</span></p><p>Mining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.</p><p>In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.</p><p>Some miners may go to work on a &#34;hard fork&#34; of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it&#39;s unclear whether mining this will be profitable.</p><p>Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.</p><p><b>Correcting the Ethereum hash rate model to account for used graphics card sales</b></p><p>Following Nvidia&#39;s revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.</p><p>The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.</p><p>However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe36f2d53f47c0d7e5cdf964d09c67fa\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/><span>BinInfoCharts</span></p><p>This implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.</p><p>This turned out to account very well for Nvidia&#39;s fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia&#39;s Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8223bcd7d3f44c30f5c60970c616fe0f\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>Note that the revenue impact doesn&#39;t only fall on Nvidia, but the timing of Nvidia&#39;s fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.</p><p><b>The impact of the Merge on Nvidia&#39;s sales will be, at best, ugly</b></p><p>The model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it&#39;s not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.</p><p>If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia&#39;s RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c00465fed542c67659f55786fcdf366b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>The model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.</p><p>This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn&#39;t absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.</p><p>As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren&#39;t comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac0a909d1edae7870adea14e3f987d28\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>So the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won&#39;t fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia&#39;s crypto revenue over time. The revenue made during Ethereum&#39;s mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.</p><p><b>How will the Merge affect Nvidia&#39;s expected RTX 40 series launch?</b></p><p>Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5990337b62c49447e21da39a199e14\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>Nvidia</span></p><p>Various tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.</p><p>The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It&#39;s not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.</p><p>Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.</p><p>Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.</p><p>Unfortunately, I don&#39;t have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD&#39;s next-generation GPUs have only been &#34;teased&#34; but are expected to support PCIE 5.0 as well.</p><p>The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.</p><p>Since<i>none</i>of the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.</p><p>Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.</p><p>Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.</p><p><b>Investor takeaways: will Nvidia need to restate guidance for this quarter?</b></p><p>Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?</p><p>When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.</p><p>If Nvidia really wasn&#39;t accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.</p><p>In my Nvidia integrated financial model, I&#39;m assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.</p><p>Despite this, I&#39;m still modeling growth in the all-important Data Center segment. Nvidia&#39;s next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.</p><p>Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia&#39;s ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8026f845d3af92219bdc2bb1bc67be19\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>According to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia&#39;s future to be very bright, despite the impact of crypto in the near term.</p><p>Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I&#39;m pretty close to upgrading Nvidia to Buy, but I&#39;m waiting to see if the Merge (and possible guidance restatement) will drive Nvidia&#39;s price even lower.</p><p>Also, I&#39;m waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129633132","content_text":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.The impact of the Merge on Nvidia’s sales will be, at best, ugly.How will the Merge affect Nvidia’s expected RTX 40 series launch?Investor takeaways: Will Nvidia need to restate guidance for this quarter?vzphotos/iStock Editorial via Getty ImagesThe Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by \"mining\". The millions of high-end graphics cards that are used for this will no longer beneeded for the new \"proof-of-stake\" approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming \"mining\"The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:Ethereum.orgMining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.Some miners may go to work on a \"hard fork\" of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it's unclear whether mining this will be profitable.Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.Correcting the Ethereum hash rate model to account for used graphics card salesFollowing Nvidia's revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:BinInfoChartsThis implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.This turned out to account very well for Nvidia's fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia's Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:Mark HibbenNote that the revenue impact doesn't only fall on Nvidia, but the timing of Nvidia's fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.The impact of the Merge on Nvidia's sales will be, at best, uglyThe model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it's not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia's RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:Mark HibbenThe model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn't absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren't comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:Mark HibbenSo the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won't fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia's crypto revenue over time. The revenue made during Ethereum's mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.How will the Merge affect Nvidia's expected RTX 40 series launch?Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:NvidiaVarious tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It's not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.Unfortunately, I don't have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD's next-generation GPUs have only been \"teased\" but are expected to support PCIE 5.0 as well.The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.Sincenoneof the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.Investor takeaways: will Nvidia need to restate guidance for this quarter?Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.If Nvidia really wasn't accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.In my Nvidia integrated financial model, I'm assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.Despite this, I'm still modeling growth in the all-important Data Center segment. Nvidia's next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia's ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:Mark HibbenAccording to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia's future to be very bright, despite the impact of crypto in the near term.Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I'm pretty close to upgrading Nvidia to Buy, but I'm waiting to see if the Merge (and possible guidance restatement) will drive Nvidia's price even lower.Also, I'm waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998931090,"gmtCreate":1660916133411,"gmtModify":1676536422755,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"It is sad to see this actually. Will cinemas become a thing in the past?","listText":"It is sad to see this actually. Will cinemas become a thing in the past?","text":"It is sad to see this actually. Will cinemas become a thing in the past?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998931090","repostId":"2260493813","repostType":4,"isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038850612,"gmtCreate":1646794099739,"gmtModify":1676534163377,"author":{"id":"3555537259700212","authorId":"3555537259700212","name":"KDL","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555537259700212","idStr":"3555537259700212"},"themes":[],"htmlText":"As a consumer, I hate ads. As a shareholder, I love ads.😅😂","listText":"As a consumer, I hate ads. As a shareholder, I love ads.😅😂","text":"As a consumer, I hate ads. As a shareholder, I love ads.😅😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038850612","repostId":"2218405959","repostType":4,"isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582520228861009","authorId":"3582520228861009","name":"CPCat","avatar":"https://static.tigerbbs.com/3bafaf3d39abfb78a4bedf785310721a","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3582520228861009","idStr":"3582520228861009"},"content":"well said. such dilemma! lol","text":"well said. such dilemma! lol","html":"well said. such dilemma! lol"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}