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2021-07-25

Coupang price looks attractive now

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2021-07-25

Both are good stocks to invest in! Just buy both!

Will Square Be Worth More Than PayPal by 2025?

2021-07-18

Intrigued by this article! Can't wait to see who's this MB

The story behind the savvy ‘Mystery Broker’ and where he sees the market going now

2021-07-02

good time to buy MU stock tonight

Micron and Chip Stocks Drop but Nvidia Climbs

2021-08-06

definitely! it's worth at least double the current price!

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2021-08-18

buy both!!

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2021-07-20

correction is healthy for the market and is due sooner or later

'We Are More Than Due For Some Turbulence': Experts React To Stock Market's Worst Day In Months

2021-07-11

xpev is better than nio imo

XPeng: Leader Of Chinese Vehicle Electrification Efforts

2021-07-11

RBLX is definitely a good buy. buy now!!

Will Roblox Be a Trillion-Dollar Stock by 2030?

2021-07-03

ALPHABET AND FB GO GO GO

5 of the Best Tech Stocks to Buy for July

2021-06-21

wait for pullbacks before entering

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2022-12-11

nice

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2021-08-22

expecting a dip in the market

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2021-08-10

Adobe good buy!

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2021-08-01

hold SKLZ for long term! it has potential!

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2021-07-31

Intel need alot of catchup to do

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2021-07-28

Nice! go go gme!

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2021-07-10

SPCE is going to the moon!!

Why Virgin Galactic Is a Better Buy Than AMC

Go to Tiger App to see more news

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10:58","market":"us","language":"en","title":"Opinion: These Will Be the 2 Largest Stocks by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2290190295","media":"Motley Fool","summary":"Amazon and Microsoft are riding mega tailwinds that can propel them to new heights by the end of this decade.","content":"<html><head></head><body><p>Famous investor Warren Buffett gave a great lesson to investors during <b>Berkshire Hathaway</b>&#39;s 2021 annual meeting. He showed viewers two charts. One was the list of the top 20 businesses by market value at the end of March 2021, while the second was the same list in 1989. Not a single company occupied both lists, illustrating how companies rise and fall from grace over seemingly short time periods.</p><p>Company turnover due to capitalistic competition is important for investors to consider over long time periods. But I think the same companies will occupy the top of this list in 2030 as were near the top at the beginning of this decade. This is for one reason: cloud computing infrastructure. Here&#39;s why I think  <b>Microsoft</b> and <b>Amazon</b> will be the two largest businesses in the world in 2030.</p><h2>1. Is Amazon&#39;s potential in cloud computing still underrated?</h2><p>Most people know Amazon for its e-commerce empire, and for good reason. Its various retail, subscription, and advertising business lines generate hundreds of billions of dollars a year in revenue.</p><p>But the true value in Amazon&#39;s business comes from Amazon Web Services (AWS). The cloud computing division is the leader in this fast-growing industry that allows companies to outsource servers and computing infrastructure, among many other services.</p><p>Last quarter, the division hit $76.5 billion in trailing-12-month revenue, up 34% year over year. It is also highly profitable, generating $22.9 billion in operating income, or a 30% operating margin.</p><p>Right now, AWS has an estimated 33% market share of the cloud computing industry, a number that has remained fairly stable since 2017. If the company can retain this market share, there is a massive opportunity for AWS to become a much larger business in 2030 due to the gale-force tailwind that is behind cloud computing.</p><p>By 2030, third-party analysts expect the cloud computing market to hit $1.5 trillion in annual spending. If AWS has a 30% market share that year and a 30% operating margin, that will equate to a whopping $135 billion in annual operating income.</p><p>Remember that this does not include Amazon&#39;s other business lines, such as e-commerce, Prime Video, and advertising. Add these together, and Amazon has a clear path to a market cap of $3 trillion to $4 trillion by 2030. This makes it a great candidate to become one of the world&#39;s largest businesses that year.</p><h2>2. Don&#39;t underestimate Microsoft&#39;s Azure</h2><p>Like Amazon, Microsoft has built a huge business over the past decades through its Office software suite, personal computing, Xbox, and advertising divisions. These divisions are the key reason Microsoft&#39;s net income hit $72.7 billion in fiscal year 2022, making it one of the most profitable companies in the world.</p><p>This decade, Microsoft&#39;s legacy business lines should still do well, but the majority of its growth will come from Azure, its cloud computing division, which is similar to AWS. Last quarter, Azure&#39;s revenue grew a whopping 35% year over year (42% in constant currency) and the division maintains a 21% share of the cloud computing market. Its market share has actually grown since 2017, when it was estimated to be only 13.7%, meaning it has grown faster than AWS over that time frame.</p><p>Taking the $1.5 trillion total industry estimates for 2030 and assuming Azure retains its 21% market share, Microsoft will be doing $315 billion in revenue from that division at the end of this decade. With a 30% operating margin (which, remember, is what AWS has), that equates to $95 billion in annual operating income.</p><p>Again, as with Amazon, if you combine Azure with Microsoft&#39;s other business lines, it is likely this stock could be worth a few trillion dollars in 2030. The cloud computing market will be one of the largest worldwide in 2030. If the two dominant providers -- Amazon and Microsoft -- can retain their respective market shares, I think it is likely these will be the two largest companies in the world by the end of this decade.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opinion: These Will Be the 2 Largest Stocks by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpinion: These Will Be the 2 Largest Stocks by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/10/opinion-these-will-be-the-2-largest-stocks-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famous investor Warren Buffett gave a great lesson to investors during Berkshire Hathaway's 2021 annual meeting. He showed viewers two charts. One was the list of the top 20 businesses by market value...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/10/opinion-these-will-be-the-2-largest-stocks-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/12/10/opinion-these-will-be-the-2-largest-stocks-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290190295","content_text":"Famous investor Warren Buffett gave a great lesson to investors during Berkshire Hathaway's 2021 annual meeting. He showed viewers two charts. One was the list of the top 20 businesses by market value at the end of March 2021, while the second was the same list in 1989. Not a single company occupied both lists, illustrating how companies rise and fall from grace over seemingly short time periods.Company turnover due to capitalistic competition is important for investors to consider over long time periods. But I think the same companies will occupy the top of this list in 2030 as were near the top at the beginning of this decade. This is for one reason: cloud computing infrastructure. Here's why I think  Microsoft and Amazon will be the two largest businesses in the world in 2030.1. Is Amazon's potential in cloud computing still underrated?Most people know Amazon for its e-commerce empire, and for good reason. Its various retail, subscription, and advertising business lines generate hundreds of billions of dollars a year in revenue.But the true value in Amazon's business comes from Amazon Web Services (AWS). The cloud computing division is the leader in this fast-growing industry that allows companies to outsource servers and computing infrastructure, among many other services.Last quarter, the division hit $76.5 billion in trailing-12-month revenue, up 34% year over year. It is also highly profitable, generating $22.9 billion in operating income, or a 30% operating margin.Right now, AWS has an estimated 33% market share of the cloud computing industry, a number that has remained fairly stable since 2017. If the company can retain this market share, there is a massive opportunity for AWS to become a much larger business in 2030 due to the gale-force tailwind that is behind cloud computing.By 2030, third-party analysts expect the cloud computing market to hit $1.5 trillion in annual spending. If AWS has a 30% market share that year and a 30% operating margin, that will equate to a whopping $135 billion in annual operating income.Remember that this does not include Amazon's other business lines, such as e-commerce, Prime Video, and advertising. Add these together, and Amazon has a clear path to a market cap of $3 trillion to $4 trillion by 2030. This makes it a great candidate to become one of the world's largest businesses that year.2. Don't underestimate Microsoft's AzureLike Amazon, Microsoft has built a huge business over the past decades through its Office software suite, personal computing, Xbox, and advertising divisions. These divisions are the key reason Microsoft's net income hit $72.7 billion in fiscal year 2022, making it one of the most profitable companies in the world.This decade, Microsoft's legacy business lines should still do well, but the majority of its growth will come from Azure, its cloud computing division, which is similar to AWS. Last quarter, Azure's revenue grew a whopping 35% year over year (42% in constant currency) and the division maintains a 21% share of the cloud computing market. Its market share has actually grown since 2017, when it was estimated to be only 13.7%, meaning it has grown faster than AWS over that time frame.Taking the $1.5 trillion total industry estimates for 2030 and assuming Azure retains its 21% market share, Microsoft will be doing $315 billion in revenue from that division at the end of this decade. With a 30% operating margin (which, remember, is what AWS has), that equates to $95 billion in annual operating income.Again, as with Amazon, if you combine Azure with Microsoft's other business lines, it is likely this stock could be worth a few trillion dollars in 2030. The cloud computing market will be one of the largest worldwide in 2030. If the two dominant providers -- Amazon and Microsoft -- can retain their respective market shares, I think it is likely these will be the two largest companies in the world by the end of this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960945814,"gmtCreate":1668052229738,"gmtModify":1676538005189,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"sighhh","listText":"sighhh","text":"sighhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960945814","repostId":"1154219971","repostType":4,"repost":{"id":"1154219971","pubTimestamp":1668045279,"share":"https://www.laohu8.com/m/news/1154219971?lang=&edition=full","pubTime":"2022-11-10 09:54","market":"us","language":"en","title":"Tesla Investors Have Been the Biggest Losers in Elon Musk’s Twitter Deal, and Those Losses Continue","url":"https://stock-news.laohu8.com/highlight/detail?id=1154219971","media":"MarketWatch","summary":"Tesla stock is headed for its worst year on record as its CEO instead focuses on Twitter and sells T","content":"<html><head></head><body><p>Tesla stock is headed for its worst year on record as its CEO instead focuses on Twitter and sells Tesla shares to fund his overpriced acquisition, which will likely require more cash infusions in the future</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49896176a3ca390d1a2e2b464c4c8a9f\" tg-width=\"700\" tg-height=\"469\" referrerpolicy=\"no-referrer\"/><span>Tesla CEO Elon Musk attends the opening of Tesla’s factory outside Berlin in March.</span></p><p>Twitter users have complained a lot about Elon Musk’s early moves after taking control of the social network, but their complaints seem tiny compared with what Tesla Inc. investors have had to suffer.</p><p>As the U.S. focused on election returns Tuesday evening, Tesla Chief Executive Musk tried to slip through disclosure of his long-awaited stock sales, revealing that he had sold nearly $4 billion of Tesla stock in the previous three trading sessions. Musk did not publicly address the stock sales nor his intentions to sell more within 24 hours of the disclosure, even while tweeting roughly 20 times in that period.</p><p>[MarketWatch asked him on Twitter to address the sales twice, and did not receive a reply; Tesla disbanded its media-relations department years ago.]</p><p>The sales fueled a further downturn in shares of the electric-vehicle maker on Wednesday, when the stock fell 7.2% to $177.59, its lowest closing price since November 2020. Tesla is currently down 49.6% on the year, which would be far and away the worst year yet for the stock — the previous record annual decline was 2016, when it fell 11%.</p><p>The problems for Tesla investors go far beyond Musk selling its stock so that he could overpay for a company with limited growth prospects and a host of other problems, but the poor optics certainly start there.</p><p>“He sold caviar to buy a $2 slice of pizza,” said Dan Ives, a Wedbush Securities analyst.</p><p>Ives was one of several on Wall Street to predict Musk would need to sell more shares to either close a gap in his financing of the $44 billion deal to buy the social-media company, or provide additional operating funds. In a telephone conversation Wednesday, he said the Twitter move is “a nightmare that just won’t end for Tesla investors.”</p><p>One reason it isn’t ending is that Musk’s need for cash in relation to Twitter is not done with the recent sales, portending more in the future. Musk said in a tweet late last week that Twitter had a “massive drop in revenue” due to activists pressuring advertisers to pull their ads, and he will have to continue paying the employees he did not lay off while servicing a debt load that analysts have estimated will cost him $1 billion a year, much more than Twitter has cleared in profit in the past two years. Twitter reported a net loss of $221 million in 2021, and a net loss of $1.13 billion for 2020.</p><p>“The first two weeks of ownership have been a ‘Friday the 13th‘ horror show,” Ives said, adding that the verification plan and mass layoffs of 50% of employees — and then trying to rehire some of the engineers, developers and cybersecurity experts — was “really stupid.” And, according to CNBC, Musk has also pulled more than 50 Tesla engineers, many from the Autopilot team, to work at Twitter.</p><p>“But it’s consistent with how this thing has been handled,” Ives said, adding that Musk is “way over his skis” with the Twitter acquisition.</p><p>Amid all the chaos of his first two weeks running Twitter, how much time has Musk had to run his other companies? Musk was already splitting his Tesla time with SpaceX, The Boring Company, Neuralink and many other endeavors, and now he has taken on the gargantuan task of turning a social-media company that has never been highly profitable, nor valuable, into something worth the $44 billion he paid.</p><p>The effort, Ives said, has “tarnished his brand,” which in turn has a big risk of hurting Tesla. Many investors have bought into the Tesla story because they believe Musk is a genius and they back his vision of electrifying the automotive industry. Twitter does not meld into that vision, except as a platform to spout his opinions, vitriol and promote more wacky concepts.</p><p>Since Musk began his quest to buy the company, he has endured more criticism than ever before, with even some fans starting to throw shade or question his decisions. Investor Gary Black, managing partner of the Future Fund LLC, for example, pointed out that Tesla’s top engineers should not be running Twitter, where the news was getting worse.</p><p>Tesla is not a company that can just run itself at this point. Musk has claimed he did not want to be chief executive but that there was no one else to take over the car company, which is why he has served as CEO for years. It’s not clear, though, how much effort he actually has made at trying to recruit someone. Now, as Tesla faces its usual multitude of issues, he is off spending his time trying to turn Twitter into a payments company, or maybea subscription company, or maybe an “everything app,” or whatever he comes up with tomorrow.</p><p>“Musk needs to look in the mirror and end this constant merry-go-round of Twitter overhang on the Tesla story, with his focus back on the golden child Tesla, which needs his time more than ever given the soft macro, production/delivery issues in China, and EV competition increasing from all corners of the globe,” Ives wrote in a note Wednesday, in which he reiterated an outperform rating on Tesla stock.</p><p>For Twitter to reach anywhere close to the valuation Musk paid for it, it’s going to need a ton of attention from a focused leader, but how can Musk be that leader <i>and</i> give Tesla the attention it deserves? The answer is he cannot, and is very likely to give the attention that Tesla needs to Twitter instead after committing $44 billion (not all of it his) to that endeavor. Tesla investors will be left staring at the sea of red that this year has wrought, and wondering if its leader is about to sell more shares to fund his other effort.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Investors Have Been the Biggest Losers in Elon Musk’s Twitter Deal, and Those Losses Continue</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 Investors Have Been the Biggest Losers in Elon Musk’s Twitter Deal, and Those Losses Continue\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-investors-have-been-the-biggest-losers-in-elon-musks-twitter-deal-and-those-losses-continue-11668040731?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock is headed for its worst year on record as its CEO instead focuses on Twitter and sells Tesla shares to fund his overpriced acquisition, which will likely require more cash infusions in the...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-investors-have-been-the-biggest-losers-in-elon-musks-twitter-deal-and-those-losses-continue-11668040731?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-investors-have-been-the-biggest-losers-in-elon-musks-twitter-deal-and-those-losses-continue-11668040731?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154219971","content_text":"Tesla stock is headed for its worst year on record as its CEO instead focuses on Twitter and sells Tesla shares to fund his overpriced acquisition, which will likely require more cash infusions in the futureTesla CEO Elon Musk attends the opening of Tesla’s factory outside Berlin in March.Twitter users have complained a lot about Elon Musk’s early moves after taking control of the social network, but their complaints seem tiny compared with what Tesla Inc. investors have had to suffer.As the U.S. focused on election returns Tuesday evening, Tesla Chief Executive Musk tried to slip through disclosure of his long-awaited stock sales, revealing that he had sold nearly $4 billion of Tesla stock in the previous three trading sessions. Musk did not publicly address the stock sales nor his intentions to sell more within 24 hours of the disclosure, even while tweeting roughly 20 times in that period.[MarketWatch asked him on Twitter to address the sales twice, and did not receive a reply; Tesla disbanded its media-relations department years ago.]The sales fueled a further downturn in shares of the electric-vehicle maker on Wednesday, when the stock fell 7.2% to $177.59, its lowest closing price since November 2020. Tesla is currently down 49.6% on the year, which would be far and away the worst year yet for the stock — the previous record annual decline was 2016, when it fell 11%.The problems for Tesla investors go far beyond Musk selling its stock so that he could overpay for a company with limited growth prospects and a host of other problems, but the poor optics certainly start there.“He sold caviar to buy a $2 slice of pizza,” said Dan Ives, a Wedbush Securities analyst.Ives was one of several on Wall Street to predict Musk would need to sell more shares to either close a gap in his financing of the $44 billion deal to buy the social-media company, or provide additional operating funds. In a telephone conversation Wednesday, he said the Twitter move is “a nightmare that just won’t end for Tesla investors.”One reason it isn’t ending is that Musk’s need for cash in relation to Twitter is not done with the recent sales, portending more in the future. Musk said in a tweet late last week that Twitter had a “massive drop in revenue” due to activists pressuring advertisers to pull their ads, and he will have to continue paying the employees he did not lay off while servicing a debt load that analysts have estimated will cost him $1 billion a year, much more than Twitter has cleared in profit in the past two years. Twitter reported a net loss of $221 million in 2021, and a net loss of $1.13 billion for 2020.“The first two weeks of ownership have been a ‘Friday the 13th‘ horror show,” Ives said, adding that the verification plan and mass layoffs of 50% of employees — and then trying to rehire some of the engineers, developers and cybersecurity experts — was “really stupid.” And, according to CNBC, Musk has also pulled more than 50 Tesla engineers, many from the Autopilot team, to work at Twitter.“But it’s consistent with how this thing has been handled,” Ives said, adding that Musk is “way over his skis” with the Twitter acquisition.Amid all the chaos of his first two weeks running Twitter, how much time has Musk had to run his other companies? Musk was already splitting his Tesla time with SpaceX, The Boring Company, Neuralink and many other endeavors, and now he has taken on the gargantuan task of turning a social-media company that has never been highly profitable, nor valuable, into something worth the $44 billion he paid.The effort, Ives said, has “tarnished his brand,” which in turn has a big risk of hurting Tesla. Many investors have bought into the Tesla story because they believe Musk is a genius and they back his vision of electrifying the automotive industry. Twitter does not meld into that vision, except as a platform to spout his opinions, vitriol and promote more wacky concepts.Since Musk began his quest to buy the company, he has endured more criticism than ever before, with even some fans starting to throw shade or question his decisions. Investor Gary Black, managing partner of the Future Fund LLC, for example, pointed out that Tesla’s top engineers should not be running Twitter, where the news was getting worse.Tesla is not a company that can just run itself at this point. Musk has claimed he did not want to be chief executive but that there was no one else to take over the car company, which is why he has served as CEO for years. It’s not clear, though, how much effort he actually has made at trying to recruit someone. Now, as Tesla faces its usual multitude of issues, he is off spending his time trying to turn Twitter into a payments company, or maybea subscription company, or maybe an “everything app,” or whatever he comes up with tomorrow.“Musk needs to look in the mirror and end this constant merry-go-round of Twitter overhang on the Tesla story, with his focus back on the golden child Tesla, which needs his time more than ever given the soft macro, production/delivery issues in China, and EV competition increasing from all corners of the globe,” Ives wrote in a note Wednesday, in which he reiterated an outperform rating on Tesla stock.For Twitter to reach anywhere close to the valuation Musk paid for it, it’s going to need a ton of attention from a focused leader, but how can Musk be that leader and give Tesla the attention it deserves? The answer is he cannot, and is very likely to give the attention that Tesla needs to Twitter instead after committing $44 billion (not all of it his) to that endeavor. Tesla investors will be left staring at the sea of red that this year has wrought, and wondering if its leader is about to sell more shares to fund his other effort.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986062577,"gmtCreate":1666855975599,"gmtModify":1676537817771,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"possible&nbsp;","listText":"possible&nbsp;","text":"possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986062577","repostId":"1144968402","repostType":4,"repost":{"id":"1144968402","pubTimestamp":1666850176,"share":"https://www.laohu8.com/m/news/1144968402?lang=&edition=full","pubTime":"2022-10-27 13:56","market":"us","language":"en","title":"Can Apple Stock Reach $200 In 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144968402","media":"Seeking Alpha","summary":"SummaryIt's possible that Apple stock will reach $200 in 2023, mostly because markets are very volat","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It&#39;s possible that Apple stock will reach $200 in 2023, mostly because markets are very volatile.</li><li>Based on my fair value estimate, I think that Apple will be worth less than $200 at the end of 2023.</li><li>I nevertheless have a &#34;weak buy&#34; rating on Apple stock because it&#39;s near fair value and long term investors should have exposure to this company.</li></ul><p><b>Thesis</b></p><p>Apple (NASDAQ:AAPL) is a high quality company and stock that investors should want to own at the right price. I think that Apple is a bit overvalued today, but also expect positive returns over the next decade with room to surprise to the upside. Thus, I retain a buy rating on Apple stock, although I don&#39;t view it as a strong buy today and don&#39;t think that the fundamentals support a $200 price target for 2023.</p><p><b>Can Apple Stock Reach $200 In 2023?</b></p><p>To answer the question in the article title, if a stock market bottom is reached in 2023 that&#39;s somewhat near current levels, then regular market volatility would probably allow AAPL stock&#39;s price to fluctuate enough to reach $200 at some point in 2023, even if it doesn&#39;t end the year there.</p><p>That&#39;s because AAPL stock has fluctuated by an average of 82% per year over the last 15 years, as measured by the difference between its low and high price in each year. For comparison, the S&amp;P 500 (SPY) fluctuated by an average of 34% per year over the last 15 years.</p><p>Of course, if the market fails to bottom and continues the downtrend that started in 2022, it&#39;s likely that Apple will follow it to lower lows. In that case, it would experience most of its volatility to the downside and would likely fail to touch $200.</p><p>While fluctuations of 82% per year may seem unhealthy, a 2017studyfound that the average S&amp;P 500 stock experiences about twice as much price fluctuation as the S&amp;P 500 in a year. That puts Apple just slightly above average in terms of volatility, a fact which is also reflected in its beta value of 1.25. This above average volatility is due to a variety of factors including high retail interest in AAPL stock and Apple&#39;s somewhat cyclical business, neither of which should be concerning for long term investors in Apple.</p><p>To summarize this section, AAPL stock will reach $200 in 2023, or it won&#39;t. That doesn&#39;t sound very useful, and it shouldn&#39;t because short term market movements are almost impossible to predict (and yes, even one year is short term). So, nobody can say for sure what price range Apple&#39;s stock will trade in next year.</p><p>A better way to phrase the question posed in the article title might be &#34;Do the fundamentals of Apple&#39;s business support a $200 price tag for Apple stock by the end of 2023?&#34; But that title wouldn&#39;t fit on the screen of the iPhone that many of you are probably reading this on. I&#39;ll explore this rephrased question in the rest of this article.</p><p><b>Is Apple A Good Long-Term Stock?</b></p><p>First, let&#39;s look at Apple from a qualitative perspective. Although the company&#39;s products are somewhat controversial due to their walled garden design and high price tags, there&#39;s no denying that Apple has many loyal customers and benefits from strong network effects (e.g. iMessage, Airdrop).</p><p>Apple is especially popular with young people in the United States, with an estimated87%of teens having an iPhone. Popularity with this demographic sets them up well for the future, even if the picture is a bit blurrier internationally.</p><p>Apple (along with big tech peers Amazon, Microsoft, and Google) has a wide moat and great long term trajectory due to its oligopoly in multiple hardware and software sub-industries. In Apple&#39;s case, it will continue to boast best-in-class hardware margins by asserting dominance in the smartphone and PC supply chain, where it&#39;s the largest customer of most of its suppliers. It&#39;s a similar story with the App Store duopoly, which allows Apple to take a large cut of revenue from the many, many companies making iOS apps. Going forward, Apple will leverage its walled garden approach to ensure that it says relevant in any post-smartphone computing medium like smart watches, smart speakers, AR/VR headsets, and possibly even cars.</p><p>I could go on and on about why Apple has great and unique products that position it well for the long term. But most investors are probably already familiar with Apple&#39;s products, so let&#39;s move on.</p><p><b>AAPL Stock Key Metrics</b><img src=\"https://static.tigerbbs.com/4990d72493535b0f8cc090bd2693224e\" tg-width=\"586\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>According to Seeking Alpha, Apple&#39;s factor grades are mixed. It gets an A+ for profitability, which is no surprise as Apple boasts profit margins of 26%. It also scores well on momentum, as it&#39;s fared better than most tech names in the recent market selloff. However, Apple has had 21 downward revisions against 14 upward revisions in the past three months, which shows that sentiment is mixed.</p><p>Turning to growth, Apple scores poorly on this metric. Unlike its peers, it missed out on the public cloud infrastructure boom. I don&#39;t really knock Apple for this miss since it&#39;s a B2C focused company and developed a strong suite of B2C SaaS offerings like News, Music, and TV in the meantime. But it does mean that Apple is projected for the slowest growth of the big tech companies going forward. I model Apple growing revenue at just a 6% CAGR over the next 10 years, which is similar to the Seeking Alpha analyst consensus of 7%.</p><p>It&#39;s possible that Apple&#39;s growth will surprise to the upside if it has success in a new product category like AR/VR headsets and/or smart cars. I also expect the company to take market share in laptops/PCs thanks to the incredible ARM-based microprocessors it released in 2020. However, Apple&#39;s largest segment remains iPhone, and I don&#39;t expect stellar growth there.</p><p>Although it&#39;s not directly highlighted in the key metrics, another metric worth pointing out is Apple&#39;s ROI of 50% and ROE of 153%, which are both the best among the big tech companies. I look at these two metrics for a quantitative indicator of whether a company has a moat, and typically consider them solid when they&#39;re above 20%. What these metrics mean is that even though Apple is slower growing, it&#39;s making very profitable and efficient use of the capital that it does invest back into its business. That fact, combined with Apple being a highly profitable business, means that Apple will continue to be a very shareholder-friendly company.</p><p>In addition to paying a dividend, Apple has reduced its shares outstanding by at least 3% yoy in every quarter since 2013. While Apple might not be the hyper growth company it once was, it&#39;s going to be difficult for Apple to be a terrible investment when it has positive growth and essentially a &gt;3% dividend, assuming it can keep these shareholder returns going.</p><p><b>What Is The Target Price For AAPL Stock?</b></p><p>The last factor grade that I didn&#39;t cover yet is valuation. AAPL gets an F for valuation, likely due in part to its PEG ratio above 4. Nevertheless, analysts - who typically have a time horizon of one year - have a consensus price target of$181according to Seeking Alpha. I&#39;ve seen consensus estimates as high as $184. The lowest target I&#39;ve seen is Morningstar&#39;s at $130.</p><p>At Tech Investing Edge, we invest with a 10 year time horizon, so I don&#39;t have an explicit target price for Apple at 2023. However, if we assume linear growth using my 10 year price target, it would give a $141 price target at the end of 2023.</p><p>Overall, while there is a wide range of price targets for AAPL stock, it&#39;s safe to say analysts are modestly bullish but don&#39;t expect $200 in 2023. I agree with this perspective.</p><p><b>Final Thoughts</b></p><p>Investors might be surprised to see that I&#39;m long Apple even though I don&#39;t believe that the fundamentals support a $200 price target - or even the current price - in 2023. I&#39;m still long because I believe in using both qualitative and quantitative factors when investing.</p><p>It&#39;s likely that I&#39;ll be wrong about at least some of the assumptions that I made when forming my price target, such as 6% revenue growth. If that growth elevates to just 8%, then my price target moves above the current price. What I&#39;m more certain about than the exact growth rate and fair value are the qualitative factors I previously highlighted that make Apple&#39;s business great and well-positioned for the long term. I chose to publish this article before Thursday&#39;s earnings because I&#39;m confident that these qualitative factors won&#39;t change, regardless of what numbers Apple posts this quarter.</p><p>What price targets (analysts&#39; and my own) tell me is that Apple is not insanely overvalued. It&#39;s likely slightly overvalued or slightly undervalued. And, to repeat a probably overused quote, it&#39;s better to buy a great business at a fair price than a fair business at a great price.</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>Can Apple Stock Reach $200 In 2023?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Apple Stock Reach $200 In 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 13:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4549081-can-apple-stock-reach-200-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt's possible that Apple stock will reach $200 in 2023, mostly because markets are very volatile.Based on my fair value estimate, I think that Apple will be worth less than $200 at the end of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4549081-can-apple-stock-reach-200-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4549081-can-apple-stock-reach-200-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144968402","content_text":"SummaryIt's possible that Apple stock will reach $200 in 2023, mostly because markets are very volatile.Based on my fair value estimate, I think that Apple will be worth less than $200 at the end of 2023.I nevertheless have a \"weak buy\" rating on Apple stock because it's near fair value and long term investors should have exposure to this company.ThesisApple (NASDAQ:AAPL) is a high quality company and stock that investors should want to own at the right price. I think that Apple is a bit overvalued today, but also expect positive returns over the next decade with room to surprise to the upside. Thus, I retain a buy rating on Apple stock, although I don't view it as a strong buy today and don't think that the fundamentals support a $200 price target for 2023.Can Apple Stock Reach $200 In 2023?To answer the question in the article title, if a stock market bottom is reached in 2023 that's somewhat near current levels, then regular market volatility would probably allow AAPL stock's price to fluctuate enough to reach $200 at some point in 2023, even if it doesn't end the year there.That's because AAPL stock has fluctuated by an average of 82% per year over the last 15 years, as measured by the difference between its low and high price in each year. For comparison, the S&P 500 (SPY) fluctuated by an average of 34% per year over the last 15 years.Of course, if the market fails to bottom and continues the downtrend that started in 2022, it's likely that Apple will follow it to lower lows. In that case, it would experience most of its volatility to the downside and would likely fail to touch $200.While fluctuations of 82% per year may seem unhealthy, a 2017studyfound that the average S&P 500 stock experiences about twice as much price fluctuation as the S&P 500 in a year. That puts Apple just slightly above average in terms of volatility, a fact which is also reflected in its beta value of 1.25. This above average volatility is due to a variety of factors including high retail interest in AAPL stock and Apple's somewhat cyclical business, neither of which should be concerning for long term investors in Apple.To summarize this section, AAPL stock will reach $200 in 2023, or it won't. That doesn't sound very useful, and it shouldn't because short term market movements are almost impossible to predict (and yes, even one year is short term). So, nobody can say for sure what price range Apple's stock will trade in next year.A better way to phrase the question posed in the article title might be \"Do the fundamentals of Apple's business support a $200 price tag for Apple stock by the end of 2023?\" But that title wouldn't fit on the screen of the iPhone that many of you are probably reading this on. I'll explore this rephrased question in the rest of this article.Is Apple A Good Long-Term Stock?First, let's look at Apple from a qualitative perspective. Although the company's products are somewhat controversial due to their walled garden design and high price tags, there's no denying that Apple has many loyal customers and benefits from strong network effects (e.g. iMessage, Airdrop).Apple is especially popular with young people in the United States, with an estimated87%of teens having an iPhone. Popularity with this demographic sets them up well for the future, even if the picture is a bit blurrier internationally.Apple (along with big tech peers Amazon, Microsoft, and Google) has a wide moat and great long term trajectory due to its oligopoly in multiple hardware and software sub-industries. In Apple's case, it will continue to boast best-in-class hardware margins by asserting dominance in the smartphone and PC supply chain, where it's the largest customer of most of its suppliers. It's a similar story with the App Store duopoly, which allows Apple to take a large cut of revenue from the many, many companies making iOS apps. Going forward, Apple will leverage its walled garden approach to ensure that it says relevant in any post-smartphone computing medium like smart watches, smart speakers, AR/VR headsets, and possibly even cars.I could go on and on about why Apple has great and unique products that position it well for the long term. But most investors are probably already familiar with Apple's products, so let's move on.AAPL Stock Key MetricsSeeking AlphaAccording to Seeking Alpha, Apple's factor grades are mixed. It gets an A+ for profitability, which is no surprise as Apple boasts profit margins of 26%. It also scores well on momentum, as it's fared better than most tech names in the recent market selloff. However, Apple has had 21 downward revisions against 14 upward revisions in the past three months, which shows that sentiment is mixed.Turning to growth, Apple scores poorly on this metric. Unlike its peers, it missed out on the public cloud infrastructure boom. I don't really knock Apple for this miss since it's a B2C focused company and developed a strong suite of B2C SaaS offerings like News, Music, and TV in the meantime. But it does mean that Apple is projected for the slowest growth of the big tech companies going forward. I model Apple growing revenue at just a 6% CAGR over the next 10 years, which is similar to the Seeking Alpha analyst consensus of 7%.It's possible that Apple's growth will surprise to the upside if it has success in a new product category like AR/VR headsets and/or smart cars. I also expect the company to take market share in laptops/PCs thanks to the incredible ARM-based microprocessors it released in 2020. However, Apple's largest segment remains iPhone, and I don't expect stellar growth there.Although it's not directly highlighted in the key metrics, another metric worth pointing out is Apple's ROI of 50% and ROE of 153%, which are both the best among the big tech companies. I look at these two metrics for a quantitative indicator of whether a company has a moat, and typically consider them solid when they're above 20%. What these metrics mean is that even though Apple is slower growing, it's making very profitable and efficient use of the capital that it does invest back into its business. That fact, combined with Apple being a highly profitable business, means that Apple will continue to be a very shareholder-friendly company.In addition to paying a dividend, Apple has reduced its shares outstanding by at least 3% yoy in every quarter since 2013. While Apple might not be the hyper growth company it once was, it's going to be difficult for Apple to be a terrible investment when it has positive growth and essentially a >3% dividend, assuming it can keep these shareholder returns going.What Is The Target Price For AAPL Stock?The last factor grade that I didn't cover yet is valuation. AAPL gets an F for valuation, likely due in part to its PEG ratio above 4. Nevertheless, analysts - who typically have a time horizon of one year - have a consensus price target of$181according to Seeking Alpha. I've seen consensus estimates as high as $184. The lowest target I've seen is Morningstar's at $130.At Tech Investing Edge, we invest with a 10 year time horizon, so I don't have an explicit target price for Apple at 2023. However, if we assume linear growth using my 10 year price target, it would give a $141 price target at the end of 2023.Overall, while there is a wide range of price targets for AAPL stock, it's safe to say analysts are modestly bullish but don't expect $200 in 2023. I agree with this perspective.Final ThoughtsInvestors might be surprised to see that I'm long Apple even though I don't believe that the fundamentals support a $200 price target - or even the current price - in 2023. I'm still long because I believe in using both qualitative and quantitative factors when investing.It's likely that I'll be wrong about at least some of the assumptions that I made when forming my price target, such as 6% revenue growth. If that growth elevates to just 8%, then my price target moves above the current price. What I'm more certain about than the exact growth rate and fair value are the qualitative factors I previously highlighted that make Apple's business great and well-positioned for the long term. I chose to publish this article before Thursday's earnings because I'm confident that these qualitative factors won't change, regardless of what numbers Apple posts this quarter.What price targets (analysts' and my own) tell me is that Apple is not insanely overvalued. It's likely slightly overvalued or slightly undervalued. And, to repeat a probably overused quote, it's better to buy a great business at a fair price than a fair business at a great price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988399819,"gmtCreate":1666661907032,"gmtModify":1676537785345,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"buyyy!&nbsp;","listText":"buyyy!&nbsp;","text":"buyyy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988399819","repostId":"1166132279","repostType":4,"repost":{"id":"1166132279","pubTimestamp":1666680956,"share":"https://www.laohu8.com/m/news/1166132279?lang=&edition=full","pubTime":"2022-10-25 14:55","market":"us","language":"en","title":"Buy QQQ For The Trend Reversal (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1166132279","media":"Seeking Alpha","summary":"SummaryThe Invesco QQQ ETF (QQQ) recorded its sharpest sell-off since the Global Financial Crisis.Al","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Invesco QQQ ETF (QQQ) recorded its sharpest sell-off since the Global Financial Crisis.</li><li>Although stocks remain vulnerable, there is a favourable set-up emerging to buy QQQ.</li><li>Investors seeking a compelling short-term trading opportunity should watch the $266 level for TLT as a buying entry point.</li></ul><p>The Invesco QQQ ETF (NASDAQ: QQQ) recorded a draw-down of over -37% between its 2021 peak of $406.17 and the 52-week low of $254.26 recorded on October 13, 2022. This draw-down is even steeper than the 2020 pandemic draw-down, making it the sharpest sell-off since the Great Financial Crisis.</p><p>QQQ recovered sharply from its recent low and appears to have strong support around $260. Although stocks remain vulnerable in an environment of tightening monetary policy and slowing global growth, there is a favourable set-up emerging to buy QQQ for a short-term trade.</p><p><b>Reversal in downtrends?</b></p><p>The Average Directional Index, or ADX, measures the strength of a trend. A rising figure above 25 indicates the prevailing trend is getting stronger.</p><p>The rising ADX for QQQ in the weekly timeframe confirms that the intermediate downtrend remains intact. The key resistance level to consider is the 40-week exponential moving average.</p><p><img src=\"https://static.tigerbbs.com/a7ddfc38bd10c5f9f5e13464c0af59e9\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>QQQ 5-year Chart, Weekly timeframe(Created by author using data from stockcharts.com, 23 October, 2022)</p><p>Meanwhile, ADX is falling in the daily timeframe. This suggests that the short-term downtrend is weakening. One key resistance level will be the 55-day exponential moving average, which is currently at $286. Two daily closes above the 55-day moving average would signal a reversal in the short-term downtrend is highly likely.</p><p><img src=\"https://static.tigerbbs.com/26228456d3d981e895749db286acfaf0\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>QQQ 1-year Chart, Daily timeframe(Created by author using data from stockcharts.com, 23 October, 2022)</p><p><b>Clear support near $260</b></p><p>Point and figure charts help us determine support and resistance levels. Using the 2% box size by 3-box reversal configuration, we can observe a clear support level at $263.32. Price would have to close below $258.16 at least once to break this support level. A second close below this level would likely confirm that price has broken through support.</p><p><img src=\"https://static.tigerbbs.com/c46ecebddd8e38381ee79641f6b78c7c\" tg-width=\"640\" tg-height=\"1124\" referrerpolicy=\"no-referrer\"/></p><p>QQQ Point and Figure 2pct x 3(Created by author using data from stockcharts.com, 23 October, 2022)</p><p>We can find more significant support and resistance levels by increasing the box size from 2% to 3%. The support and resistance levels we identify in this configuration are potentially more significant since they will likely remain intact for longer. In the new configuration, we see the support level at $268.43. Price would need to close below $260.62 to break this support level:</p><p><img src=\"https://static.tigerbbs.com/9c8a2712c338fc1849a87428e7a85edb\" tg-width=\"640\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"/></p><p>QQQ Point and Figure 3pct x 3(Created by author using data from stockcharts.com, 23 October, 2022)</p><p>From these configurations, we can see there is strong support around the $260 level. It would therefore take a significant event or change in assumptions for QQQ to close below $260. Should this happen, it would make sense to close the trade and wait for QQQ to either fall to the next support level or establish a new one.</p><p><b>Improving breadth</b></p><p>The below 1-year chart shows the percentage of stocks in the Nasdaq 100 index above their 200-day moving average. The 200-day moving average represents the long-term trend.</p><p><img src=\"https://static.tigerbbs.com/15c7387c92e9aec52431f7360ff96474\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq 100 Stocks Above 200-day Moving Average, 1-year(Created by author using data from stockcharts.com, 23 October, 2022)</p><p>Although only 16% of Nasdaq 100 stocks are currently above their 200-day moving average, the percentage of stocks above their 200-day moving average bottomed in June, 2022. This means we can observe a divergence between the percentage of Nasdaq 100 stocks above this moving average and the price of QQQ, which tracks the index. The former recorded higher lows while the latter was making new lows. Such divergences tend to occur prior to important reversals in trend.</p><p>We can observe a similar divergence between QQQ and the percentage of Nasdaq 100 stocks above their 50-day moving average, which represents the short-term trend. In the below chart, the percentage of stocks above their 50-day moving average bottomed in September at just 2%. When QQQ made its 52-week low, that percentage of stocks below their 50-day moving average was 7%.</p><p><img src=\"https://static.tigerbbs.com/ab3194465bc63c226ad6b78c6edae445\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq 100 Stocks Above 50-day Moving Average, 1-year(Created by author using data from stockcharts.com, 23 October, 2022)</p><p><b>Healthy performance versus treasuries</b></p><p>Tracking the performance of stocks versus treasuries can help us anticipate enduring reversals in trend.</p><p>Stocks and treasuries tend to have an inverse correlation to one another since investors allocate more capital to stocks when the economy is growing and invest more in treasuries when the economy is contracting. This means we can get long periods where stocks outperform bonds and vice versa.</p><p>We can track this relative performance of stocks versus bonds with a Relative Strengthchart of QQQ versus the iShares 20+year US Treasury Bond ETF (TLT):</p><p><img src=\"https://static.tigerbbs.com/fb45b7587072c46f49382ef62f62101c\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>QQQ vs TLT, 5-year Chart, Weekly Timeframe(Created by author using data from stockcharts.com, 23 October, 2022)</p><p>We can observe two indicators in favour of QQQ from the weekly timeframe. First, QQQ:TLT is rising to higher highs. This implies that stocks have more favourable momentum relative to bonds. Second, the Relative Strength Index, or RSI, for QQQ:TLT is rising but far from overbought according to conventional parameters and interpretation.</p><p>If we switch to the daily timeframe, we can observe one additional favourable indicator and one cautionary signal.</p><p><img src=\"https://static.tigerbbs.com/90e56a5229801e8e13967860ee76d338\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>QQQ vs TLT, 1-year Chart, Daily Timeframe(Created by author using data from stockcharts.com, 23 October, 2022)</p><p>The favourable indicator is the rising Moving Average Convergence Divergence, or MACD. We can see this from the increasing size of the bars in the MACD histogram, which illustrates the difference between the MACD line and the signal line. This implies rising positive momentum.</p><p>The cautionary signal comes from RSI, which is approaching exhaustion in the daily timeframe. This means the outperformance of stocks versus treasuries may stall in the short-term.</p><p><b>Rising inflation expectations can hurt stocks</b></p><p>Stocks rallied sharply on Friday, 22 October after the so-called ‘Fed whisperer’ Nick Timiraos published an article shortly before the trading day started. The WSJ journalist wrote that the Federal Reserve Board would “debate the size of future hikes” after raising their policy rate by 0.75% in their November meeting.</p><p>I anticipated such a knee-jerk reaction in a recent article. However, this relief rally could reverse if the Fed follows an important signal from the bond market that occurred on the same day.</p><p>Although the yield on the 2-year US Treasury note fell on Friday, the yield on the 30-year US Treasury bond rose sharply to a higher high for the cycle. When long-term rates rise more than short-term rates, the impact on the yield curve is called a bear steepening. This tends to happen during periods of rising inflation expectations because investors want to reduce interest rate risk.</p><p>As I wrote in another article, the Fed should avoid a premature reprieve in policy tightening if they want to bring inflation down. Any hint that the Fed will raise their policy rate by more than 1.25% over the next two meetings will likely send stocks back to their recent lows.</p><p><b>Trade set-up</b></p><p>Given the clear support level, encouraging signs from breadth and QQQ&#39;s relative strength versus TLT, investors could take advantage of a decline below $266 with the following trade:</p><ul><li><p>Ideal entry price: $264-$266</p></li><li><p>Take-profit: $282</p></li><li><p>Stop-loss: $257-258 (at least one daily close)</p></li><li><p>Timeframe: 5 to 42 trading days</p></li></ul><p>I would not chase the recovery in QQQ since downtrends across multiple timeframes remain intact. Instead, it is more prudent to buy QQQ as close as possible to its well-defined support level to improve the reward-to–risk ratio of this trade.</p><p><b>What could go wrong with this trade?</b></p><p>Dozens of the largest US companies will report their 3Q22 results during the week starting Monday, 24 October. The list includes important Nasdaq 100 components such as Apple,Microsoft, Amazon and Meta. If most of these companies report worse than expected results and follow up with cautionary guidance, QQQ could easily break below its support level.</p><p>Another risk would be expectations that monetary policy will tighten more than currently expected. Catalysts for this could be the announcement of Core PCE and/or CPI rates on28 Octoberand10 Novemberrespectively or the release of October&#39;s labour data on Friday, 4 November. Should these figures come out hotter than expected, it may force the Fed to raise their policy rate by at least 1.50% in total over the next two meetings with further hikes in 2023.</p><p>Finally, another risk is that valuations may have to compress further to reflect a possible recession in 2023. The chart below shows that the forward P/E ratio for the S&amp;P 500 Technology Index is close to the trough reached in 2020 but far from the depressed valuations reached during the GFC. If investors begin anticipating a severe global recession in 2023, valuations for technology stocks could still fall much further.</p><p><img src=\"https://static.tigerbbs.com/9753a900ea103b4425dc6173fa368426\" tg-width=\"640\" tg-height=\"414\" referrerpolicy=\"no-referrer\"/></p><p>Forward PE Ratios, 1990 to 2022(Yardeni.com, 23 October, 2022)</p><p><b>Conclusions</b></p><p>QQQ recently recorded its sharpest draw-down since the Global Financial Crisis. Although risks related to earnings and inflation could push QQQ to new lows, a strong support level now exists near the $260 level. We can also observe encouraging breadth signals and signs that the short-term downtrend is losing strength. Investors could therefore consider buying QQQ below $266 in anticipation that it extends its recent recovery over the next 5 to 42 days.</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>Buy QQQ For The Trend Reversal (Technical Analysis)</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\">\nBuy QQQ For The Trend Reversal (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 14:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548432-buy-qqq-for-the-trend-reversal-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Invesco QQQ ETF (QQQ) recorded its sharpest sell-off since the Global Financial Crisis.Although stocks remain vulnerable, there is a favourable set-up emerging to buy QQQ.Investors seeking ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548432-buy-qqq-for-the-trend-reversal-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4548432-buy-qqq-for-the-trend-reversal-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166132279","content_text":"SummaryThe Invesco QQQ ETF (QQQ) recorded its sharpest sell-off since the Global Financial Crisis.Although stocks remain vulnerable, there is a favourable set-up emerging to buy QQQ.Investors seeking a compelling short-term trading opportunity should watch the $266 level for TLT as a buying entry point.The Invesco QQQ ETF (NASDAQ: QQQ) recorded a draw-down of over -37% between its 2021 peak of $406.17 and the 52-week low of $254.26 recorded on October 13, 2022. This draw-down is even steeper than the 2020 pandemic draw-down, making it the sharpest sell-off since the Great Financial Crisis.QQQ recovered sharply from its recent low and appears to have strong support around $260. Although stocks remain vulnerable in an environment of tightening monetary policy and slowing global growth, there is a favourable set-up emerging to buy QQQ for a short-term trade.Reversal in downtrends?The Average Directional Index, or ADX, measures the strength of a trend. A rising figure above 25 indicates the prevailing trend is getting stronger.The rising ADX for QQQ in the weekly timeframe confirms that the intermediate downtrend remains intact. The key resistance level to consider is the 40-week exponential moving average.QQQ 5-year Chart, Weekly timeframe(Created by author using data from stockcharts.com, 23 October, 2022)Meanwhile, ADX is falling in the daily timeframe. This suggests that the short-term downtrend is weakening. One key resistance level will be the 55-day exponential moving average, which is currently at $286. Two daily closes above the 55-day moving average would signal a reversal in the short-term downtrend is highly likely.QQQ 1-year Chart, Daily timeframe(Created by author using data from stockcharts.com, 23 October, 2022)Clear support near $260Point and figure charts help us determine support and resistance levels. Using the 2% box size by 3-box reversal configuration, we can observe a clear support level at $263.32. Price would have to close below $258.16 at least once to break this support level. A second close below this level would likely confirm that price has broken through support.QQQ Point and Figure 2pct x 3(Created by author using data from stockcharts.com, 23 October, 2022)We can find more significant support and resistance levels by increasing the box size from 2% to 3%. The support and resistance levels we identify in this configuration are potentially more significant since they will likely remain intact for longer. In the new configuration, we see the support level at $268.43. Price would need to close below $260.62 to break this support level:QQQ Point and Figure 3pct x 3(Created by author using data from stockcharts.com, 23 October, 2022)From these configurations, we can see there is strong support around the $260 level. It would therefore take a significant event or change in assumptions for QQQ to close below $260. Should this happen, it would make sense to close the trade and wait for QQQ to either fall to the next support level or establish a new one.Improving breadthThe below 1-year chart shows the percentage of stocks in the Nasdaq 100 index above their 200-day moving average. The 200-day moving average represents the long-term trend.Nasdaq 100 Stocks Above 200-day Moving Average, 1-year(Created by author using data from stockcharts.com, 23 October, 2022)Although only 16% of Nasdaq 100 stocks are currently above their 200-day moving average, the percentage of stocks above their 200-day moving average bottomed in June, 2022. This means we can observe a divergence between the percentage of Nasdaq 100 stocks above this moving average and the price of QQQ, which tracks the index. The former recorded higher lows while the latter was making new lows. Such divergences tend to occur prior to important reversals in trend.We can observe a similar divergence between QQQ and the percentage of Nasdaq 100 stocks above their 50-day moving average, which represents the short-term trend. In the below chart, the percentage of stocks above their 50-day moving average bottomed in September at just 2%. When QQQ made its 52-week low, that percentage of stocks below their 50-day moving average was 7%.Nasdaq 100 Stocks Above 50-day Moving Average, 1-year(Created by author using data from stockcharts.com, 23 October, 2022)Healthy performance versus treasuriesTracking the performance of stocks versus treasuries can help us anticipate enduring reversals in trend.Stocks and treasuries tend to have an inverse correlation to one another since investors allocate more capital to stocks when the economy is growing and invest more in treasuries when the economy is contracting. This means we can get long periods where stocks outperform bonds and vice versa.We can track this relative performance of stocks versus bonds with a Relative Strengthchart of QQQ versus the iShares 20+year US Treasury Bond ETF (TLT):QQQ vs TLT, 5-year Chart, Weekly Timeframe(Created by author using data from stockcharts.com, 23 October, 2022)We can observe two indicators in favour of QQQ from the weekly timeframe. First, QQQ:TLT is rising to higher highs. This implies that stocks have more favourable momentum relative to bonds. Second, the Relative Strength Index, or RSI, for QQQ:TLT is rising but far from overbought according to conventional parameters and interpretation.If we switch to the daily timeframe, we can observe one additional favourable indicator and one cautionary signal.QQQ vs TLT, 1-year Chart, Daily Timeframe(Created by author using data from stockcharts.com, 23 October, 2022)The favourable indicator is the rising Moving Average Convergence Divergence, or MACD. We can see this from the increasing size of the bars in the MACD histogram, which illustrates the difference between the MACD line and the signal line. This implies rising positive momentum.The cautionary signal comes from RSI, which is approaching exhaustion in the daily timeframe. This means the outperformance of stocks versus treasuries may stall in the short-term.Rising inflation expectations can hurt stocksStocks rallied sharply on Friday, 22 October after the so-called ‘Fed whisperer’ Nick Timiraos published an article shortly before the trading day started. The WSJ journalist wrote that the Federal Reserve Board would “debate the size of future hikes” after raising their policy rate by 0.75% in their November meeting.I anticipated such a knee-jerk reaction in a recent article. However, this relief rally could reverse if the Fed follows an important signal from the bond market that occurred on the same day.Although the yield on the 2-year US Treasury note fell on Friday, the yield on the 30-year US Treasury bond rose sharply to a higher high for the cycle. When long-term rates rise more than short-term rates, the impact on the yield curve is called a bear steepening. This tends to happen during periods of rising inflation expectations because investors want to reduce interest rate risk.As I wrote in another article, the Fed should avoid a premature reprieve in policy tightening if they want to bring inflation down. Any hint that the Fed will raise their policy rate by more than 1.25% over the next two meetings will likely send stocks back to their recent lows.Trade set-upGiven the clear support level, encouraging signs from breadth and QQQ's relative strength versus TLT, investors could take advantage of a decline below $266 with the following trade:Ideal entry price: $264-$266Take-profit: $282Stop-loss: $257-258 (at least one daily close)Timeframe: 5 to 42 trading daysI would not chase the recovery in QQQ since downtrends across multiple timeframes remain intact. Instead, it is more prudent to buy QQQ as close as possible to its well-defined support level to improve the reward-to–risk ratio of this trade.What could go wrong with this trade?Dozens of the largest US companies will report their 3Q22 results during the week starting Monday, 24 October. The list includes important Nasdaq 100 components such as Apple,Microsoft, Amazon and Meta. If most of these companies report worse than expected results and follow up with cautionary guidance, QQQ could easily break below its support level.Another risk would be expectations that monetary policy will tighten more than currently expected. Catalysts for this could be the announcement of Core PCE and/or CPI rates on28 Octoberand10 Novemberrespectively or the release of October's labour data on Friday, 4 November. Should these figures come out hotter than expected, it may force the Fed to raise their policy rate by at least 1.50% in total over the next two meetings with further hikes in 2023.Finally, another risk is that valuations may have to compress further to reflect a possible recession in 2023. The chart below shows that the forward P/E ratio for the S&P 500 Technology Index is close to the trough reached in 2020 but far from the depressed valuations reached during the GFC. If investors begin anticipating a severe global recession in 2023, valuations for technology stocks could still fall much further.Forward PE Ratios, 1990 to 2022(Yardeni.com, 23 October, 2022)ConclusionsQQQ recently recorded its sharpest draw-down since the Global Financial Crisis. Although risks related to earnings and inflation could push QQQ to new lows, a strong support level now exists near the $260 level. We can also observe encouraging breadth signals and signs that the short-term downtrend is losing strength. Investors could therefore consider buying QQQ below $266 in anticipation that it extends its recent recovery over the next 5 to 42 days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998812309,"gmtCreate":1660964162004,"gmtModify":1676536431771,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"buy shop","listText":"buy shop","text":"buy shop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998812309","repostId":"2260126340","repostType":4,"repost":{"id":"2260126340","pubTimestamp":1660962485,"share":"https://www.laohu8.com/m/news/2260126340?lang=&edition=full","pubTime":"2022-08-20 10:28","market":"us","language":"en","title":"3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2260126340","media":"Motley Fool","summary":"A lot of surprising companies are paring back their payrolls lately. Some of them should bounce back soon.","content":"<html><head></head><body><p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn&#39;t mean that you should &#34;lay off&#34; the stocks.</p><p><b>Shopify</b>,<b> Wayfair</b>, and <b>Netflix</b> have all stunned the market by announcing plans to eliminate personnel. It doesn&#39;t mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let&#39;s see why they could be potential buy candidates here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92cb68d5dd36548b06d82d526552a624\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Shopify</h2><p>There was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn&#39;t play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.</p><p>Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company&#39;s initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.</p><p>Business has slowed, and that makes the stock&#39;s valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It&#39;s empowering merchants, and that&#39;s a long-term approach to success.</p><h2>2. Wayfair</h2><p>The latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it&#39;s reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it&#39;s real. The layoffs cover 5% of its global workforce and 10% of its corporate team.</p><p>Wayfair became one of the market&#39;s biggest winners during the early stages of the pandemic, as local showrooms weren&#39;t open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.</p><p>It&#39;s not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country&#39;s initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair&#39;s sales are still 40% higher than they were three years ago.</p><p>The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it&#39;s a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.</p><h2>3. Netflix</h2><p>It&#39;s not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.</p><p>The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it&#39;s easy to believe that the worst is over for the top dog of streaming-service stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","SHOP":"Shopify Inc","W":"Wayfair"},"source_url":"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260126340","content_text":"There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn't mean that you should \"lay off\" the stocks.Shopify, Wayfair, and Netflix have all stunned the market by announcing plans to eliminate personnel. It doesn't mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let's see why they could be potential buy candidates here.Image source: Getty Images.1. ShopifyThere was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn't play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company's initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.Business has slowed, and that makes the stock's valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It's empowering merchants, and that's a long-term approach to success.2. WayfairThe latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it's reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it's real. The layoffs cover 5% of its global workforce and 10% of its corporate team.Wayfair became one of the market's biggest winners during the early stages of the pandemic, as local showrooms weren't open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.It's not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country's initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair's sales are still 40% higher than they were three years ago.The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it's a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.3. NetflixIt's not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it's easy to believe that the worst is over for the top dog of streaming-service stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068156071,"gmtCreate":1651740348393,"gmtModify":1676534959749,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068156071","repostId":"1138814852","repostType":4,"repost":{"id":"1138814852","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":1651739057,"share":"https://www.laohu8.com/m/news/1138814852?lang=&edition=full","pubTime":"2022-05-05 16:24","market":"us","language":"en","title":"Albemarle Shares Jumped 13.7% as Q1 Earnings and Revenues Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1138814852","media":"Tiger Newspress","summary":"Albemarle shares jumped 13.7% as Q1 earnings and revenues beat estimates.Albemarle (ALB) came out wi","content":"<html><head></head><body><p>Albemarle shares jumped 13.7% as Q1 earnings and revenues beat estimates.<img src=\"https://static.tigerbbs.com/87bce34ad8a69f89ca6a13726f5815f9\" tg-width=\"836\" tg-height=\"664\" width=\"100%\" height=\"auto\"/>Albemarle (ALB) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $1.73 per share. This compares to earnings of $1.10 per share a year ago. These figures are adjusted for non-recurring items.</p><p>This quarterly report represents an earnings surprise of 37.57%. A quarter ago, it was expected that this specialty chemicals company would post earnings of $0.96 per share when it actually produced earnings of $1.01, delivering a surprise of 5.21%.</p><p>Over the last four quarters, the company has surpassed consensus EPS estimates four times.</p><p>Albemarle , which belongs to the Zacks Chemical - Diversified industry, posted revenues of $1.13 billion for the quarter ended March 2022, surpassing the Zacks Consensus Estimate by 8.63%. This compares to year-ago revenues of $829.29 million. The company has topped consensus revenue estimates three times over the last four quarters.</p><p>Albemarle shares have lost about 15.7% since the beginning of the year versus the S&amp;P 500&#39;s decline of -12.4%.</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>Albemarle Shares Jumped 13.7% as Q1 Earnings and Revenues Beat Estimates</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\">\nAlbemarle Shares Jumped 13.7% as Q1 Earnings and Revenues Beat Estimates\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\">2022-05-05 16:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Albemarle shares jumped 13.7% as Q1 earnings and revenues beat estimates.<img src=\"https://static.tigerbbs.com/87bce34ad8a69f89ca6a13726f5815f9\" tg-width=\"836\" tg-height=\"664\" width=\"100%\" height=\"auto\"/>Albemarle (ALB) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $1.73 per share. This compares to earnings of $1.10 per share a year ago. These figures are adjusted for non-recurring items.</p><p>This quarterly report represents an earnings surprise of 37.57%. A quarter ago, it was expected that this specialty chemicals company would post earnings of $0.96 per share when it actually produced earnings of $1.01, delivering a surprise of 5.21%.</p><p>Over the last four quarters, the company has surpassed consensus EPS estimates four times.</p><p>Albemarle , which belongs to the Zacks Chemical - Diversified industry, posted revenues of $1.13 billion for the quarter ended March 2022, surpassing the Zacks Consensus Estimate by 8.63%. This compares to year-ago revenues of $829.29 million. The company has topped consensus revenue estimates three times over the last four quarters.</p><p>Albemarle shares have lost about 15.7% since the beginning of the year versus the S&amp;P 500&#39;s decline of -12.4%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALB":"美国雅保"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138814852","content_text":"Albemarle shares jumped 13.7% as Q1 earnings and revenues beat estimates.Albemarle (ALB) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $1.73 per share. This compares to earnings of $1.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 37.57%. A quarter ago, it was expected that this specialty chemicals company would post earnings of $0.96 per share when it actually produced earnings of $1.01, delivering a surprise of 5.21%.Over the last four quarters, the company has surpassed consensus EPS estimates four times.Albemarle , which belongs to the Zacks Chemical - Diversified industry, posted revenues of $1.13 billion for the quarter ended March 2022, surpassing the Zacks Consensus Estimate by 8.63%. This compares to year-ago revenues of $829.29 million. The company has topped consensus revenue estimates three times over the last four quarters.Albemarle shares have lost about 15.7% since the beginning of the year versus the S&P 500's decline of -12.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093009980,"gmtCreate":1643439478847,"gmtModify":1676533821517,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093009980","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832698325,"gmtCreate":1629615278167,"gmtModify":1676530080459,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"expecting a dip in the market&nbsp;","listText":"expecting a dip in the market&nbsp;","text":"expecting a dip in the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832698325","repostId":"1176431153","repostType":4,"repost":{"id":"1176431153","pubTimestamp":1629604617,"share":"https://www.laohu8.com/m/news/1176431153?lang=&edition=full","pubTime":"2021-08-22 11:56","market":"us","language":"en","title":"Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176431153","media":"Barron's","summary":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and ","content":"<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.</p>\n<p>Berkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.</p>\n<p>There were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.</p>\n<p>As for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.</p>\n<p>And it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&amp;P 500index’s total return of about 20%.</p>\n<p><b>Last WeekPre-Tantrum</b></p>\n<p>Stock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&amp;P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&amp;P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.</p>\n<p><b>Shop Till They Drop</b></p>\n<p>Retailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)</p>\n<p><b>Calling All Hackers</b></p>\n<p>Shares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.</p>\n<p><b>Passing the Baton</b></p>\n<p>Johnson &amp; Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&amp;J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.</p>\n<p><b>Annals of Deal Making</b></p>\n<p>Gene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black &amp; Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.</p>","source":"lsy1610680873436","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>Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.</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\">\nBuffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did ...</p>\n\n<a href=\"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176431153","content_text":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.\nBerkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.\nThere were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.\nAs for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.\nAnd it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&P 500index’s total return of about 20%.\nLast WeekPre-Tantrum\nStock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.\nShop Till They Drop\nRetailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)\nCalling All Hackers\nShares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.\nPassing the Baton\nJohnson & Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.\nAnnals of Deal Making\nGene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black & Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.","news_type":1},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833523247,"gmtCreate":1629250871889,"gmtModify":1676529979072,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"buy both!!&nbsp;","listText":"buy both!!&nbsp;","text":"buy both!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/833523247","repostId":"1141614406","repostType":4,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896873601,"gmtCreate":1628572671203,"gmtModify":1703508356816,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Adobe good buy!&nbsp;","listText":"Adobe good buy!&nbsp;","text":"Adobe good buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896873601","repostId":"2155377091","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898864450,"gmtCreate":1628485426970,"gmtModify":1703506877500,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"alphabet is a no brainer buy!&nbsp;","listText":"alphabet is a no brainer buy!&nbsp;","text":"alphabet is a no brainer buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898864450","repostId":"2157418003","repostType":4,"repost":{"id":"2157418003","pubTimestamp":1628480256,"share":"https://www.laohu8.com/m/news/2157418003?lang=&edition=full","pubTime":"2021-08-09 11:37","market":"us","language":"en","title":"3 AI Stocks to Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2157418003","media":"Motley Fool","summary":"There's a number of ways to play this trend.","content":"<p>The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve operations and the customer experience, or make sense of the massive amounts of data available. We asked three Motley Fool contributors to highlight <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that's making strides in AI that would be worth buying and holding for the next decade. They chose <b>Alphabet</b> (NASDAQ:GOOGL) (NASDAQ:GOOG), <b>Etsy</b> (NASDAQ:ETSY), and <b>Zebra Technologies</b> (NASDAQ:ZBRA).</p>\n<h2>Alphabet: An AI pioneer</h2>\n<p><b>Danny Vena (Alphabet): </b>No list of AI innovators would be complete without Alphabet. AI had been around for decades, but back in 2011, Google began its pioneering work in the field of deep learning with the Google Brain. Noted AI researcher and Stanford adjunct professor Andrew Ng collaborated with Google scientists, and the rest -- as they say -- is history.</p>\n<p>The first major breakthrough came in 2012 when the self-learning AI system taught itself to recognize cats from 10 million images culled from YouTube videos. That might seem frivolous by today's standards, but it paved the way for significant advances in visual and speech recognition, which are now staple technologies powering smartphones.</p>\n<p><img src=\"https://static.tigerbbs.com/16a386153d7c90c6da6ca6476892c93e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Google doubled down on AI with its $400 million acquisition of DeepMind in 2014. The company developed a system that could defeat the world's top players in the ancient Chinese game of Go, which is universally acknowledged as the one of the most sophisticated and difficult games to master.</p>\n<p>There are also a growing number of applications in the medical field. Google AI has been able to detect signs of diabetic retinopathy in eye scans with 90% accuracy, and has outperformed radiologists at identifying breast cancer in mammograms.</p>\n<p>That's not to mention Waymo, Alphabet's self-driving car segment. The system, which was developed in 2009, is believed to be among the most advanced autonomous vehicle systems in the world. Waymo vehicles have been driving the streets around the suburbs of Phoenix for years, and its vehicles there haven't required drivers since last year. It's also testing its mettle in San Francisco and Mountain View, California. The company is considering expanding its robotaxi service, while also mulling the idea of leasing its system to automakers.</p>\n<p>So what does all this mean? Because it's still early days for AI and there are so many potential applications, it's difficult to quantify just how much Google's AI technology could be worth to Alphabet. Waymo's self-driving technology alone could be worth billions of dollars, but estimates vary widely. Back in 2018, Waymo was valued as high as $175 billion, though recent funding rounds have valued the unit at a more modest $30 billion.</p>\n<p>Internally, however, Alphabet is getting its money's worth from Google's AI. The technology helps make Google Maps, News, and Assistant smarter, and powers Google Translate to increase the accuracy of its translations. Perhaps most importantly, however, it helps boost the accuracy of Google's flagship search and digital advertising, which ultimately pay the bills.</p>\n<p>In the second quarter, Alphabet's revenue of $61.88 billion surged 62% year over year, though part of that was the result of easier comps. This helped push earnings per share to $27.26, climbing 169%.</p>\n<p>It would be almost impossible to pin down just what this AI is worth to investors. That said, given its dominance in both search and digital advertising and its early and continuing investment in AI, it's easy to see why Alphabet should be a key AI stock to buy and hold for a decade.</p>\n<h2>Etsy: Utilizing AI for a better customer experience</h2>\n<p><b>Will Healy (Etsy): </b>Etsy's description as a community of sellers who offer artisan products, craft supplies, and vintage goods does not make it sound like much of an AI company on the surface. However, its 5.2 million active sellers and 90 million active buyers depend heavily on artificial intelligence to find one another. To facilitate its AI capabilities, Etsy completed a migration to <b>Alphabet</b>'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud in early 2020.</p>\n<p>Also, on Etsy's Q1 2021 earnings call, CEO Josh Silverman talked about a focus on multivariate models powered by machine learning. This involves collecting data to deliver more personalized search results. Silverman wants machine learning to so finely tune these results that \"Etsy truly feels made just for you.\"</p>\n<p><img src=\"https://static.tigerbbs.com/085921427b335a1b777c7d40501202f3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Despite these efforts, investors sold off the stock after the release of its Q2 earnings. Revenue rose by 23% to $529 million in the second quarter. Net income only increased 2% year over year in Q2 to $98 million as a surge in operating expenses of 47% almost negated a $12.5 million income tax benefit.&nbsp;With no 2021 guidance and only 14% year-over-year revenue growth forecasted for Q3, investors sold off the stock.</p>\n<p>Still, the first six months of 2021 brought revenue of $242 million, 122% higher than the first two quarters of 2020.&nbsp;Moreover, Etsy stock has risen by almost 40% over the last 12 months despite trading 30% below its 2021 high. Additionally, the P/E ratio of 50 takes the earnings multiple near historical lows. This could present an opportunity to buy a prosperous AI stock at a significant discount.</p>\n<h2>Zebra: Moving beyond the barcode</h2>\n<p><b>Brian Withers</b> <b>(Zebra Technologies): </b>Those familiar with Zebra Technologies probably know it for its barcode printers and scanners, but the company is moving beyond its roots into exciting new areas. CEO Anders Gustafsson explains this new direction as the Enterprise Asset Intelligence vision. This effort is focused on products and solutions that \"sense,\" \"analyze,\" and \"act.\" For Zebra's customers that manufacture, distribute, or sell goods, these three functions are incredibly important for tracking and managing their assets.</p>\n<p><img src=\"https://static.tigerbbs.com/d45c22500f9fb7ce2abbae2a40513c8b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>For the last several years, Zebra has been enhancing its product and solution lineup along this vision by making a number of key acquisitions in smart technology. These key purchases have brought additional capabilities in house, such as robotics, AI, computer vision (a subset of AI), and machine learning (a branch of AI).</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Acquisition</p></th>\n   <th><p>Announce Date</p></th>\n   <th><p>Price</p></th>\n   <th><p>Specialty</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Fetch Robotics</p></td>\n   <td><p>July 2021</p></td>\n   <td><p>$290 million</p></td>\n   <td><p>Autonomous mobile robots and AI</p></td>\n  </tr>\n  <tr>\n   <td><p>Adaptive Vision</p></td>\n   <td><p>May 2021</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Computer vision</p></td>\n  </tr>\n  <tr>\n   <td><p>Cortexica Vision Systems</p></td>\n   <td><p>Nov. 2019</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Computer vision</p></td>\n  </tr>\n  <tr>\n   <td><p>Profitech</p></td>\n   <td><p>May 2019</p></td>\n   <td><p>Not disclosed</p></td>\n   <td><p>Machine learning and prescriptive analytics</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Crunchbase and company news releases.</p>\n<p>As Zebra looks to deepen its ties with the manufacturing and fulfillment industries, its two most recent acquisitions are critical enablers. On the most recent earnings call, Gustafsson explained that its merger and acquisition activities will enable it to capture \"newer markets to digitize and automate workflows.\" As its customer processes get more complex, artificial intelligence will be a critical component to make all of this smart technology work together.</p>\n<p>The company has a full suite of well-known products already and is growing its business handily. Last quarter the company saw 44% top-line growth and profits grew even faster at a triple-digit rate year over year. Its balance sheet is a bit debt-heavy with $338 million in cash and equivalents versus $996 million in debt, but its cash flow is stellar. For the first half of the year, Zebra generated a solid $539 million in operational cash flow.</p>\n<p>Zebra has one foot in the present with a growing business that is critical for customers today, and one foot in the future with its Enterprise Asset Intelligence vision, smart acquisition strategy, and use of artificial intelligence to make it all work together. Over the last decade, this industrial equipment specialist's stock grew by over 1,500% for shareholders. The next decade may not be as lucrative for investors, but it's likely that this winner will keep on winning. Interested investors would do well to buy a few shares today and hold until at least 2031.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks to Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks to Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","GOOG":"谷歌","GOOGL":"谷歌A","ZBRA":"斑马技术"},"source_url":"https://www.fool.com/investing/2021/08/08/3-ai-stocks-to-buy-and-hold-for-the-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157418003","content_text":"The work in artificial intelligence (AI) has accelerated over the last decade and is becoming a part of our everyday lives. Companies in numerous industries are racing to adopt AI to improve operations and the customer experience, or make sense of the massive amounts of data available. We asked three Motley Fool contributors to highlight one company that's making strides in AI that would be worth buying and holding for the next decade. They chose Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG), Etsy (NASDAQ:ETSY), and Zebra Technologies (NASDAQ:ZBRA).\nAlphabet: An AI pioneer\nDanny Vena (Alphabet): No list of AI innovators would be complete without Alphabet. AI had been around for decades, but back in 2011, Google began its pioneering work in the field of deep learning with the Google Brain. Noted AI researcher and Stanford adjunct professor Andrew Ng collaborated with Google scientists, and the rest -- as they say -- is history.\nThe first major breakthrough came in 2012 when the self-learning AI system taught itself to recognize cats from 10 million images culled from YouTube videos. That might seem frivolous by today's standards, but it paved the way for significant advances in visual and speech recognition, which are now staple technologies powering smartphones.\n\nImage source: Getty Images.\nGoogle doubled down on AI with its $400 million acquisition of DeepMind in 2014. The company developed a system that could defeat the world's top players in the ancient Chinese game of Go, which is universally acknowledged as the one of the most sophisticated and difficult games to master.\nThere are also a growing number of applications in the medical field. Google AI has been able to detect signs of diabetic retinopathy in eye scans with 90% accuracy, and has outperformed radiologists at identifying breast cancer in mammograms.\nThat's not to mention Waymo, Alphabet's self-driving car segment. The system, which was developed in 2009, is believed to be among the most advanced autonomous vehicle systems in the world. Waymo vehicles have been driving the streets around the suburbs of Phoenix for years, and its vehicles there haven't required drivers since last year. It's also testing its mettle in San Francisco and Mountain View, California. The company is considering expanding its robotaxi service, while also mulling the idea of leasing its system to automakers.\nSo what does all this mean? Because it's still early days for AI and there are so many potential applications, it's difficult to quantify just how much Google's AI technology could be worth to Alphabet. Waymo's self-driving technology alone could be worth billions of dollars, but estimates vary widely. Back in 2018, Waymo was valued as high as $175 billion, though recent funding rounds have valued the unit at a more modest $30 billion.\nInternally, however, Alphabet is getting its money's worth from Google's AI. The technology helps make Google Maps, News, and Assistant smarter, and powers Google Translate to increase the accuracy of its translations. Perhaps most importantly, however, it helps boost the accuracy of Google's flagship search and digital advertising, which ultimately pay the bills.\nIn the second quarter, Alphabet's revenue of $61.88 billion surged 62% year over year, though part of that was the result of easier comps. This helped push earnings per share to $27.26, climbing 169%.\nIt would be almost impossible to pin down just what this AI is worth to investors. That said, given its dominance in both search and digital advertising and its early and continuing investment in AI, it's easy to see why Alphabet should be a key AI stock to buy and hold for a decade.\nEtsy: Utilizing AI for a better customer experience\nWill Healy (Etsy): Etsy's description as a community of sellers who offer artisan products, craft supplies, and vintage goods does not make it sound like much of an AI company on the surface. However, its 5.2 million active sellers and 90 million active buyers depend heavily on artificial intelligence to find one another. To facilitate its AI capabilities, Etsy completed a migration to Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud in early 2020.\nAlso, on Etsy's Q1 2021 earnings call, CEO Josh Silverman talked about a focus on multivariate models powered by machine learning. This involves collecting data to deliver more personalized search results. Silverman wants machine learning to so finely tune these results that \"Etsy truly feels made just for you.\"\n\nImage source: Getty Images.\nDespite these efforts, investors sold off the stock after the release of its Q2 earnings. Revenue rose by 23% to $529 million in the second quarter. Net income only increased 2% year over year in Q2 to $98 million as a surge in operating expenses of 47% almost negated a $12.5 million income tax benefit. With no 2021 guidance and only 14% year-over-year revenue growth forecasted for Q3, investors sold off the stock.\nStill, the first six months of 2021 brought revenue of $242 million, 122% higher than the first two quarters of 2020. Moreover, Etsy stock has risen by almost 40% over the last 12 months despite trading 30% below its 2021 high. Additionally, the P/E ratio of 50 takes the earnings multiple near historical lows. This could present an opportunity to buy a prosperous AI stock at a significant discount.\nZebra: Moving beyond the barcode\nBrian Withers (Zebra Technologies): Those familiar with Zebra Technologies probably know it for its barcode printers and scanners, but the company is moving beyond its roots into exciting new areas. CEO Anders Gustafsson explains this new direction as the Enterprise Asset Intelligence vision. This effort is focused on products and solutions that \"sense,\" \"analyze,\" and \"act.\" For Zebra's customers that manufacture, distribute, or sell goods, these three functions are incredibly important for tracking and managing their assets.\n\nImage source: Getty Images.\nFor the last several years, Zebra has been enhancing its product and solution lineup along this vision by making a number of key acquisitions in smart technology. These key purchases have brought additional capabilities in house, such as robotics, AI, computer vision (a subset of AI), and machine learning (a branch of AI).\n\n\n\nAcquisition\nAnnounce Date\nPrice\nSpecialty\n\n\n\n\nFetch Robotics\nJuly 2021\n$290 million\nAutonomous mobile robots and AI\n\n\nAdaptive Vision\nMay 2021\nNot disclosed\nComputer vision\n\n\nCortexica Vision Systems\nNov. 2019\nNot disclosed\nComputer vision\n\n\nProfitech\nMay 2019\nNot disclosed\nMachine learning and prescriptive analytics\n\n\n\nData source: Crunchbase and company news releases.\nAs Zebra looks to deepen its ties with the manufacturing and fulfillment industries, its two most recent acquisitions are critical enablers. On the most recent earnings call, Gustafsson explained that its merger and acquisition activities will enable it to capture \"newer markets to digitize and automate workflows.\" As its customer processes get more complex, artificial intelligence will be a critical component to make all of this smart technology work together.\nThe company has a full suite of well-known products already and is growing its business handily. Last quarter the company saw 44% top-line growth and profits grew even faster at a triple-digit rate year over year. Its balance sheet is a bit debt-heavy with $338 million in cash and equivalents versus $996 million in debt, but its cash flow is stellar. For the first half of the year, Zebra generated a solid $539 million in operational cash flow.\nZebra has one foot in the present with a growing business that is critical for customers today, and one foot in the future with its Enterprise Asset Intelligence vision, smart acquisition strategy, and use of artificial intelligence to make it all work together. Over the last decade, this industrial equipment specialist's stock grew by over 1,500% for shareholders. The next decade may not be as lucrative for investors, but it's likely that this winner will keep on winning. Interested investors would do well to buy a few shares today and hold until at least 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891013813,"gmtCreate":1628306413432,"gmtModify":1703504874317,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"reopening the economy will benefit such sectors no doubt&nbsp;","listText":"reopening the economy will benefit such sectors no doubt&nbsp;","text":"reopening the economy will benefit such sectors no doubt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891013813","repostId":"1174322042","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893002499,"gmtCreate":1628218537811,"gmtModify":1703503385297,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"definitely! it's worth at least double the current&nbsp;price!&nbsp;","listText":"definitely! it's worth at least double the current&nbsp;price!&nbsp;","text":"definitely! it's worth at least double the current price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893002499","repostId":"1150788850","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805800938,"gmtCreate":1627867905624,"gmtModify":1703496800845,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"yup, totally agree with the article. price of apple will drop so sell now and buy back cheaper&nbsp;","listText":"yup, totally agree with the article. price of apple will drop so sell now and buy back cheaper&nbsp;","text":"yup, totally agree with the article. price of apple will drop so sell now and buy back cheaper","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805800938","repostId":"1130492644","repostType":4,"repost":{"id":"1130492644","pubTimestamp":1627867792,"share":"https://www.laohu8.com/m/news/1130492644?lang=&edition=full","pubTime":"2021-08-02 09:29","market":"us","language":"en","title":"Apple: Take Your Profits Now, Come Back Later","url":"https://stock-news.laohu8.com/highlight/detail?id=1130492644","media":"seekingalpha","summary":"Summary\n\nDividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy","content":"<p><b>Summary</b></p>\n<ul>\n <li>Dividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy companies.</li>\n <li>Apple’s current high growth is temporary.</li>\n <li>Apple is on its way to becoming a dividend aristocrat.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e45c69c559fb64f9cda12fb93f34c0d\" tg-width=\"1536\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"><span>Christopher Jue/Getty Images Entertainment</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Investors are treating Apple (AAPL) as if it has found a second growth spurt. In reality Apple is now a fully grown cash cow, not a young budding calf. The pandemic made many companies transition to the internet faster than they wanted to. That is good for Apple but because it was already a mature business prior to the pandemic it will revert to its normal pre-pandemic growth rates.</p>\n<p>Apple’s 5 year average dividend yield from 2016 to 2020 is 1.46% currently the dividend yield on Apple is 0.68%. Apple has been paying a dividend for almost 10 years and the average is also pointing to a yield of ~1.4%. In order for Apple to offer such a yield, share prices would have to move down toward range of $75-$85. Now is the time to take your Apple profits before it reverts to the mean.</p>\n<p><b>Why Apple Is Overvalued, Dividend Yield Theory</b></p>\n<p>Dividend Yield Theory was popularized by Investment Quality Trends founder Geraldine Weiss through a book titled Dividends Don’t Lie. The essence of Dividend Yield Theory is that high quality companies tend to have a “normal” yield and as the market falls in love or out of love with the company the dividend yield fluctuates to create buy and sell opportunities.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a469d363e933b84759428285f957590\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alphadividend yield</span></p>\n<p>Here we have Apple’s Dividend Yield History. Looking at the average yield column you can see that Apple’s current average yield is the lowest since Apple first started paying a dividend. This indicates Apple is a screaming sell. On the flip side, the last time Apple’s average yield was above 2% was in 2016. At that time Apple was a screaming buy. Coincidentally that was the same year Berkshire Hathaway (BRK.A) began buying Apple shares.</p>\n<p>The reason this works is because the dividend yield is a product of the share price. Looking at the chart above you can see the dividend yield shrank from 2016 through 2018 which indicates the share price of Apple increased.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/991e5d3137bf5ac3c9bc4aaf26c01581\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"><span>Source: Yahoo Finance, Apple Share price from 01/01/2016 - 12/31/2018</span></p>\n<p>That is exactly what happened. At the peak of 2018 Apple’s dividend yield was 1.28%. At this time, Apple’s 5-year yield average was 1.86%. When 2018 ended Apple’s dividend yield was 1.97%. As you can now see, a company’s dividend yield can be a good proxy for value.</p>\n<p><b>This Time Is not different</b></p>\n<p>I know some of you at this point are thinking, well, Dividend Yield Theory is nice and all but thanks to Covid this time is different. I don’t believe this time is different for Apple and the reason is because of Apple’s maturity as a business prior to the pandemic.</p>\n<p>It is true that Apple and many other tech companies are benefiting from the pandemic, but Apple has a significant difference from a Shopify, a Zoom, and a Disney Plus. Namely Apple had already largely penetrated its total addressable market. Prior to the pandemic, most of us had never heard of Zoom. We started working from home and needed a solution for remote communication, and bam Zoom capitalizes. Prior to the pandemic, the iPhone was still the smartphone to beat, the smartphone with tens of millions of users, the must-have status symbol in places as far away as China. I spent a semester abroad in China in 2012. During that time, my professors told us how important status symbols are to the Chinese. Students of all ages would not go to school until their parents had bought them an iPhone because without it they would lose “face”. Many could not afford the phone plans and I and my friends witnessed many people having an iPhone just for show. That was in 2012, 8 years before the pandemic.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ae87be3f096ac0a13d2e38634b8c34c\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>Source: Apple Q3 2021*covers Apr – Jun 2021*</span></p>\n<p>As we can see, the majority of Apple’s revenue comes from products. Further down products are identified as the iPhone, Mac, iPad, Wearables, Home &amp; Accessories.</p>\n<p><img src=\"https://static.tigerbbs.com/3ef98109e802b72a60990d870e23814d\" tg-width=\"640\" tg-height=\"114\" width=\"100%\" height=\"auto\"></p>\n<p>Again the iPhone makes up the majority. The high growth rate in iPhone sales also backs up the theory that this round of growth is due to the Apple super cycle which seems to take place once every 3 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b71f026725256789694ea1ff46574c4a\" tg-width=\"393\" tg-height=\"256\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Financials, compiled by author</span></p>\n<p>The pattern for the last 10 years has been 1 year of stellar growth followed by 2 years of much slower growth. As you can see this results in a 10-year CAGR of ~10% - 13% depending on where we are in the cycle.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a62395de39d598a2d5fb553eca56086d\" tg-width=\"640\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Source: Apple2017 10-K</span></p>\n<p>Here we see the 2015 super cycle followed by the growth declines in 2016 and 2017.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e63c1a8fd16ae504ee3794c0eff4198\" tg-width=\"640\" tg-height=\"535\" width=\"100%\" height=\"auto\"><span>Source: Apple2020 10-K</span></p>\n<p>Again it happened in the more recent super cycle of 2018 followed by declines in growth for years 2019 and 2020.</p>\n<p>When we look into the revenue by product for these periods, we can see that iPhone sales decline and the other categories are unable to make up for the loss of revenue the next year. In the following year, 2017 and 2020, other sources of revenue increased enough for Apple’s total revenue to increase.</p>\n<p><img src=\"https://static.tigerbbs.com/2e3954b0d588d038dc2dd5e88c39c5ec\" tg-width=\"640\" tg-height=\"131\" width=\"100%\" height=\"auto\"></p>\n<p>Patterns are likely to repeat until something happens to change them. I don't see such a catalyst on the horizon, and currently iPhone sales are again carrying Apple’s revenue to record levels. iPhone sales seem to be selling so well because of the coming transition to 5G and many iPhone owners have a device that is at least 3 years old.</p>\n<p>The iPhone 12 was unveiled and released in October 2020. This means the super cycle is expected to end with the iPhone 13 which is expected to come out in September or October. I believe this indicates FY 2022 will be a rough year for Apple shareholders.</p>\n<p><b>Apple’s Third And Final Act - A Cash Cow</b></p>\n<p>Investors need to pay attention to Apple’s future as a dividend aristocrat. Apple is transitioning toward more service based revenues. This is a higher margin business but there is less explosive innovation, meaning growth will decline.</p>\n<p>At the current share price, investors are “locking in” a targeted return of 9% over the next 10 years based on some optimistic assumptions.</p>\n<ul>\n <li>Growth of 19.3% for the first 5 years followed by 12% growth for the second five years.</li>\n <li>An expected dividend growth rate of 17.5%</li>\n <li>Apple reverts to their historic P/E of 21.</li>\n</ul>\n<p>All of that together means Apple’s share price in 10 years will be $293.47 and the dividend will be at $4.43 a share giving existing shareholders a yield of 1.5% which is much closer to their current 5-year average yield.</p>\n<p>Apple’s dividend payout ratio is currently 15.86%. Other companies in the IT sector like Texas Instruments (TXN), and Intuit (INTU) have a payout ratio of 51% and 25% respectively which shows Apple’s dividends will be much higher in the coming years. With a projected EPS of $14 in 2031 a 51% payout would mean a dividend of $7/sh.</p>\n<p><b>Risk and Opportunity, The Dividend increase</b></p>\n<p>Based on the 5 year average dividend yield and the current rate of dividend increases, it is likely the dividend will be increased to $1.03-$1.14. In order for Apple to maintain its historic yield at the projected future dividend, Apple shares would have to trade around $80. it is possible that Apple pays up and raises their dividend to $1.89. Apple spent $14 billion on their dividend in 2020 and raising it to $1.89 will increase the price tag to $31 billion. This would increase their payout ratio to 34% which is a typical payout ratio for cash cow companies.</p>\n<p>The expected dividend I project is based on the percentage of operating cash flow the dividend takes up. Over the last 3 years, it has ranged from 15% to 18%. I used an estimated $100.15 billion for operating cash flows and at 19% you get the $1.14 dividend.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153079186d84770e064411e34a42745e\" tg-width=\"304\" tg-height=\"74\" width=\"100%\" height=\"auto\"><span>Source: Seeking AlphaCash Flow Statement</span></p>\n<p>Lastly it is possible that a dividend yield of less than 1% becomes the norm for Apple. If the current 2021 yield average of 0.63% becomes the new normal, Apple’s share price should rise to $163.49 - $180.95 based on my projected dividend increase.</p>\n<p><b>Conclusion</b></p>\n<p>Sell Apple, take your profits now. The super cycle will end. Come back later and buy Apple at a discount when the dividend yield is higher.</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>Apple: Take Your Profits Now, Come Back Later</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: Take Your Profits Now, Come Back Later\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 09:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4443676-apple-take-your-profits-before-its-too-late><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy companies.\nApple’s current high growth is temporary.\nApple is on its way to becoming a dividend ...</p>\n\n<a href=\"https://seekingalpha.com/article/4443676-apple-take-your-profits-before-its-too-late\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4443676-apple-take-your-profits-before-its-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130492644","content_text":"Summary\n\nDividend Yield Theory is a great indicator of overvalued and undervalued shares for healthy companies.\nApple’s current high growth is temporary.\nApple is on its way to becoming a dividend aristocrat.\n\nChristopher Jue/Getty Images Entertainment\nInvestment Thesis\nInvestors are treating Apple (AAPL) as if it has found a second growth spurt. In reality Apple is now a fully grown cash cow, not a young budding calf. The pandemic made many companies transition to the internet faster than they wanted to. That is good for Apple but because it was already a mature business prior to the pandemic it will revert to its normal pre-pandemic growth rates.\nApple’s 5 year average dividend yield from 2016 to 2020 is 1.46% currently the dividend yield on Apple is 0.68%. Apple has been paying a dividend for almost 10 years and the average is also pointing to a yield of ~1.4%. In order for Apple to offer such a yield, share prices would have to move down toward range of $75-$85. Now is the time to take your Apple profits before it reverts to the mean.\nWhy Apple Is Overvalued, Dividend Yield Theory\nDividend Yield Theory was popularized by Investment Quality Trends founder Geraldine Weiss through a book titled Dividends Don’t Lie. The essence of Dividend Yield Theory is that high quality companies tend to have a “normal” yield and as the market falls in love or out of love with the company the dividend yield fluctuates to create buy and sell opportunities.\nSource: Seeking Alphadividend yield\nHere we have Apple’s Dividend Yield History. Looking at the average yield column you can see that Apple’s current average yield is the lowest since Apple first started paying a dividend. This indicates Apple is a screaming sell. On the flip side, the last time Apple’s average yield was above 2% was in 2016. At that time Apple was a screaming buy. Coincidentally that was the same year Berkshire Hathaway (BRK.A) began buying Apple shares.\nThe reason this works is because the dividend yield is a product of the share price. Looking at the chart above you can see the dividend yield shrank from 2016 through 2018 which indicates the share price of Apple increased.\nSource: Yahoo Finance, Apple Share price from 01/01/2016 - 12/31/2018\nThat is exactly what happened. At the peak of 2018 Apple’s dividend yield was 1.28%. At this time, Apple’s 5-year yield average was 1.86%. When 2018 ended Apple’s dividend yield was 1.97%. As you can now see, a company’s dividend yield can be a good proxy for value.\nThis Time Is not different\nI know some of you at this point are thinking, well, Dividend Yield Theory is nice and all but thanks to Covid this time is different. I don’t believe this time is different for Apple and the reason is because of Apple’s maturity as a business prior to the pandemic.\nIt is true that Apple and many other tech companies are benefiting from the pandemic, but Apple has a significant difference from a Shopify, a Zoom, and a Disney Plus. Namely Apple had already largely penetrated its total addressable market. Prior to the pandemic, most of us had never heard of Zoom. We started working from home and needed a solution for remote communication, and bam Zoom capitalizes. Prior to the pandemic, the iPhone was still the smartphone to beat, the smartphone with tens of millions of users, the must-have status symbol in places as far away as China. I spent a semester abroad in China in 2012. During that time, my professors told us how important status symbols are to the Chinese. Students of all ages would not go to school until their parents had bought them an iPhone because without it they would lose “face”. Many could not afford the phone plans and I and my friends witnessed many people having an iPhone just for show. That was in 2012, 8 years before the pandemic.\nSource: Apple Q3 2021*covers Apr – Jun 2021*\nAs we can see, the majority of Apple’s revenue comes from products. Further down products are identified as the iPhone, Mac, iPad, Wearables, Home & Accessories.\n\nAgain the iPhone makes up the majority. The high growth rate in iPhone sales also backs up the theory that this round of growth is due to the Apple super cycle which seems to take place once every 3 years.\nSource: Seeking Alpha Financials, compiled by author\nThe pattern for the last 10 years has been 1 year of stellar growth followed by 2 years of much slower growth. As you can see this results in a 10-year CAGR of ~10% - 13% depending on where we are in the cycle.\nSource: Apple2017 10-K\nHere we see the 2015 super cycle followed by the growth declines in 2016 and 2017.\nSource: Apple2020 10-K\nAgain it happened in the more recent super cycle of 2018 followed by declines in growth for years 2019 and 2020.\nWhen we look into the revenue by product for these periods, we can see that iPhone sales decline and the other categories are unable to make up for the loss of revenue the next year. In the following year, 2017 and 2020, other sources of revenue increased enough for Apple’s total revenue to increase.\n\nPatterns are likely to repeat until something happens to change them. I don't see such a catalyst on the horizon, and currently iPhone sales are again carrying Apple’s revenue to record levels. iPhone sales seem to be selling so well because of the coming transition to 5G and many iPhone owners have a device that is at least 3 years old.\nThe iPhone 12 was unveiled and released in October 2020. This means the super cycle is expected to end with the iPhone 13 which is expected to come out in September or October. I believe this indicates FY 2022 will be a rough year for Apple shareholders.\nApple’s Third And Final Act - A Cash Cow\nInvestors need to pay attention to Apple’s future as a dividend aristocrat. Apple is transitioning toward more service based revenues. This is a higher margin business but there is less explosive innovation, meaning growth will decline.\nAt the current share price, investors are “locking in” a targeted return of 9% over the next 10 years based on some optimistic assumptions.\n\nGrowth of 19.3% for the first 5 years followed by 12% growth for the second five years.\nAn expected dividend growth rate of 17.5%\nApple reverts to their historic P/E of 21.\n\nAll of that together means Apple’s share price in 10 years will be $293.47 and the dividend will be at $4.43 a share giving existing shareholders a yield of 1.5% which is much closer to their current 5-year average yield.\nApple’s dividend payout ratio is currently 15.86%. Other companies in the IT sector like Texas Instruments (TXN), and Intuit (INTU) have a payout ratio of 51% and 25% respectively which shows Apple’s dividends will be much higher in the coming years. With a projected EPS of $14 in 2031 a 51% payout would mean a dividend of $7/sh.\nRisk and Opportunity, The Dividend increase\nBased on the 5 year average dividend yield and the current rate of dividend increases, it is likely the dividend will be increased to $1.03-$1.14. In order for Apple to maintain its historic yield at the projected future dividend, Apple shares would have to trade around $80. it is possible that Apple pays up and raises their dividend to $1.89. Apple spent $14 billion on their dividend in 2020 and raising it to $1.89 will increase the price tag to $31 billion. This would increase their payout ratio to 34% which is a typical payout ratio for cash cow companies.\nThe expected dividend I project is based on the percentage of operating cash flow the dividend takes up. Over the last 3 years, it has ranged from 15% to 18%. I used an estimated $100.15 billion for operating cash flows and at 19% you get the $1.14 dividend.\nSource: Seeking AlphaCash Flow Statement\nLastly it is possible that a dividend yield of less than 1% becomes the norm for Apple. If the current 2021 yield average of 0.63% becomes the new normal, Apple’s share price should rise to $163.49 - $180.95 based on my projected dividend increase.\nConclusion\nSell Apple, take your profits now. The super cycle will end. Come back later and buy Apple at a discount when the dividend yield is higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802257145,"gmtCreate":1627784260487,"gmtModify":1703495793544,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Are we gonna see another cathie?&nbsp;","listText":"Are we gonna see another cathie?&nbsp;","text":"Are we gonna see another cathie?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802257145","repostId":"1141267906","repostType":4,"repost":{"id":"1141267906","pubTimestamp":1627780653,"share":"https://www.laohu8.com/m/news/1141267906?lang=&edition=full","pubTime":"2021-08-01 09:17","market":"us","language":"en","title":"Cathie Wood Is Just a Start as Stock Pickers Storm the ETF World","url":"https://stock-news.laohu8.com/highlight/detail?id=1141267906","media":"Bloomberg","summary":"(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in","content":"<p><img src=\"https://static.tigerbbs.com/a4418a4a4b2639ef5a68e4da556a6c1b\" tg-width=\"958\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p>\n<p>(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in decline, someone forgot to tell the ETF industry.</p>\n<p>Amped up by a meme-crazed market and emboldened by the success of Cathie Wood’s Ark Investment Management, stock pickers are storming the $6.6 trillion U.S. exchange-traded fund universe like never before -- adding a new twist in the 50-year invasion from passive investing.</p>\n<p>Passive funds still dominate the industry, but actively managed products have cut into that lead, scooping up three-times their share of the unprecedented $500 billion plowed into ETFs in 2021, according to data compiled by Bloomberg. New active funds are arriving at double the rate of passive rivals, and the cohort has boosted its market share by a third in a year.</p>\n<p>“Historically, people have thought about ETFs as being indexed-based,” said Todd Rosenbluth, head of ETF and mutual fund research at CFRA Research. “Then Ark became a household name, and then investors came to realize that not only were those products worth looking at, but so were others.”</p>\n<p>None of this is supposed to happen in an industry built on the magic of indexing. Yet a market roller coaster brought on by the pandemic is helping discretionary asset managers turn ETFs to their own advantage.</p>\n<p>Equity conditions in general have become conducive to an active approach, leadership shifting in a stop-start economy, an unpredictable macro backdrop, and increased market breadth.</p>\n<p>Read more: Active Funds Crushed Equity Benchmarks in May Like Never Before</p>\n<p>At the same time, investors are showing an unusual willingness to make concentrated bets, from riding the meme-stock madness to following the kind of thematic vision laid out by Wood.</p>\n<p>They’ve poured $62 billion into active ETFs year-to-date. That’s 12% of total flows going to a slice of the market with only 4% of assets. In the rush to tap the burgeoning demand, issuers have now launched 156 actively managed products in 2021, compared with 77 passive funds.</p>\n<p>“At the end of day, the ETF is just a wrapper, it’s just a way to package and distribute an investment strategy,” said Ben Johnson, director of global ETF research at Morningstar. “More investors are getting hip to the fact that the notion of an actively-managed ETF is not an oxymoron.”</p>\n<p>Fifty-Year Battle</p>\n<p>The active surge is the latest development in a money-management battle that’s been raging since July 1971, when a team at Wells Fargo &amp; Co. created the original index fund.</p>\n<p>Today, the passive juggernaut is slashing industry costs, opening up investing to the masses and forcing discretionary traders to adapt or die. Active launches may be booming, but the bulk of cash flooding U.S. stocks is still destined for big, cheap funds that do nothing but track the market.</p>\n<p>Read more: Wall Street Surrenders to the $500 Billion ETF Rush</p>\n<p>“Active ETFs are doing better than they have in past, but passive is still king,” said James Seyffart, an ETF analyst for Bloomberg Intelligence. “A lot of that active flow in the big months from late 2020 to early 2021 is to Cathie’s funds.”</p>\n<p>Wood has become the poster child for active management in ETFs. The flagship fund at Ark was one of the best-performing in America last year with a 149% return.</p>\n<p>Inspired by this and her enticing thematic approach -- which focuses on trends like robotics or space travel rather than market segments -- investors have sunk $14.5 billion into Ark funds in 2021.</p>\n<p>Passive Attack</p>\n<p>The mini boom for active ETFs comes not a moment too soon for the stock-picking industry.</p>\n<p>Passive funds -- mutual and exchange-traded -- now manage $11 trillion and are on course to hold 50% of all registered U.S. fund assets within five years, according to BI calculations.</p>\n<p>Critics say the rapidly swelling index industry is blowing bubbles in stock markets, weakening corporate governance and more. And in some ways, it can also hit returns.</p>\n<p>Take Tesla Inc.’s entry into the S&amp;P 500 in December. While discretionary managers could buy Elon Musk’s firm in advance, index funds ended up adding it at an inflated valuation -- and were forced to offload billions of dollars in other stocks to make space in portfolios.</p>\n<p>“Index funds systematically buy high and sell low,” wrote Rob Arnott of Research Affiliates and his colleagues in a June paper. They argued investors would have been better off holding the company pushed out of the index to make way for Tesla.</p>\n<p>The main advantage stock pickers enjoy over their passive peers is more flexibility in deploying their cash. That’s something they’ve been able to bring to ETFs for years -- Wood’s first fund launched in 2014 -- but it was a rule change in 2019 that paved the way for the current jump in activity.</p>\n<p>It made launching ETFs easier, and enabled new structures that could hide the strategy underpinning a fund. That helped lure multiple major Wall Street players to the industry after years of holding out, including the likes of Wells Fargo and T. Rowe Price.</p>\n<p>Talk of discretionary management’s decline is still rampant, but the woes aren’t as bad as they may seem. Even as U.S. active funds -- mutual and ETF -- saw $209 billion exit last year, they closed 2020 with about $13.3 trillion under management. That was a 13% gain from 2019.</p>\n<p>The increase was largely thanks to rising markets, but if the current trend continues, before long it could just as easily be down to ETF growth.</p>\n<p>“We’re going to see the percentage of assets in actively-managed ETFs continue to climb higher,” said Rosenbluth at CFRA. “They’re going to continue to have the opportunity to punch above their weight.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Is Just a Start as Stock Pickers Storm the ETF World</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Is Just a Start as Stock Pickers Storm the ETF World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-just-start-stock-120000320.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in decline, someone forgot to tell the ETF industry.\nAmped up by a meme-crazed market and emboldened ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-just-start-stock-120000320.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/cathie-wood-just-start-stock-120000320.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141267906","content_text":"(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in decline, someone forgot to tell the ETF industry.\nAmped up by a meme-crazed market and emboldened by the success of Cathie Wood’s Ark Investment Management, stock pickers are storming the $6.6 trillion U.S. exchange-traded fund universe like never before -- adding a new twist in the 50-year invasion from passive investing.\nPassive funds still dominate the industry, but actively managed products have cut into that lead, scooping up three-times their share of the unprecedented $500 billion plowed into ETFs in 2021, according to data compiled by Bloomberg. New active funds are arriving at double the rate of passive rivals, and the cohort has boosted its market share by a third in a year.\n“Historically, people have thought about ETFs as being indexed-based,” said Todd Rosenbluth, head of ETF and mutual fund research at CFRA Research. “Then Ark became a household name, and then investors came to realize that not only were those products worth looking at, but so were others.”\nNone of this is supposed to happen in an industry built on the magic of indexing. Yet a market roller coaster brought on by the pandemic is helping discretionary asset managers turn ETFs to their own advantage.\nEquity conditions in general have become conducive to an active approach, leadership shifting in a stop-start economy, an unpredictable macro backdrop, and increased market breadth.\nRead more: Active Funds Crushed Equity Benchmarks in May Like Never Before\nAt the same time, investors are showing an unusual willingness to make concentrated bets, from riding the meme-stock madness to following the kind of thematic vision laid out by Wood.\nThey’ve poured $62 billion into active ETFs year-to-date. That’s 12% of total flows going to a slice of the market with only 4% of assets. In the rush to tap the burgeoning demand, issuers have now launched 156 actively managed products in 2021, compared with 77 passive funds.\n“At the end of day, the ETF is just a wrapper, it’s just a way to package and distribute an investment strategy,” said Ben Johnson, director of global ETF research at Morningstar. “More investors are getting hip to the fact that the notion of an actively-managed ETF is not an oxymoron.”\nFifty-Year Battle\nThe active surge is the latest development in a money-management battle that’s been raging since July 1971, when a team at Wells Fargo & Co. created the original index fund.\nToday, the passive juggernaut is slashing industry costs, opening up investing to the masses and forcing discretionary traders to adapt or die. Active launches may be booming, but the bulk of cash flooding U.S. stocks is still destined for big, cheap funds that do nothing but track the market.\nRead more: Wall Street Surrenders to the $500 Billion ETF Rush\n“Active ETFs are doing better than they have in past, but passive is still king,” said James Seyffart, an ETF analyst for Bloomberg Intelligence. “A lot of that active flow in the big months from late 2020 to early 2021 is to Cathie’s funds.”\nWood has become the poster child for active management in ETFs. The flagship fund at Ark was one of the best-performing in America last year with a 149% return.\nInspired by this and her enticing thematic approach -- which focuses on trends like robotics or space travel rather than market segments -- investors have sunk $14.5 billion into Ark funds in 2021.\nPassive Attack\nThe mini boom for active ETFs comes not a moment too soon for the stock-picking industry.\nPassive funds -- mutual and exchange-traded -- now manage $11 trillion and are on course to hold 50% of all registered U.S. fund assets within five years, according to BI calculations.\nCritics say the rapidly swelling index industry is blowing bubbles in stock markets, weakening corporate governance and more. And in some ways, it can also hit returns.\nTake Tesla Inc.’s entry into the S&P 500 in December. While discretionary managers could buy Elon Musk’s firm in advance, index funds ended up adding it at an inflated valuation -- and were forced to offload billions of dollars in other stocks to make space in portfolios.\n“Index funds systematically buy high and sell low,” wrote Rob Arnott of Research Affiliates and his colleagues in a June paper. They argued investors would have been better off holding the company pushed out of the index to make way for Tesla.\nThe main advantage stock pickers enjoy over their passive peers is more flexibility in deploying their cash. That’s something they’ve been able to bring to ETFs for years -- Wood’s first fund launched in 2014 -- but it was a rule change in 2019 that paved the way for the current jump in activity.\nIt made launching ETFs easier, and enabled new structures that could hide the strategy underpinning a fund. That helped lure multiple major Wall Street players to the industry after years of holding out, including the likes of Wells Fargo and T. Rowe Price.\nTalk of discretionary management’s decline is still rampant, but the woes aren’t as bad as they may seem. Even as U.S. active funds -- mutual and ETF -- saw $209 billion exit last year, they closed 2020 with about $13.3 trillion under management. That was a 13% gain from 2019.\nThe increase was largely thanks to rising markets, but if the current trend continues, before long it could just as easily be down to ETF growth.\n“We’re going to see the percentage of assets in actively-managed ETFs continue to climb higher,” said Rosenbluth at CFRA. “They’re going to continue to have the opportunity to punch above their weight.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802254983,"gmtCreate":1627784189542,"gmtModify":1703495792737,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"hold SKLZ for long term! it has potential!&nbsp;","listText":"hold SKLZ for long term! it has potential!&nbsp;","text":"hold SKLZ for long term! it has potential!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802254983","repostId":"1146192957","repostType":4,"repost":{"id":"1146192957","pubTimestamp":1627783930,"share":"https://www.laohu8.com/m/news/1146192957?lang=&edition=full","pubTime":"2021-08-01 10:12","market":"us","language":"en","title":"Upcoming Earnings Could Bring Back Positive Sentiment for Skillz","url":"https://stock-news.laohu8.com/highlight/detail?id=1146192957","media":"InvestorPlace","summary":"Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.\n\nSkillz(NYSE:SKLZ)","content":"<blockquote>\n <b>Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.</b>\n</blockquote>\n<p><b>Skillz</b>(NYSE:<b><u>SKLZ</u></b>) stock has been attempting to recover since May. Some investors dove in because it was a short-squeeze stock. Others bought it for its still-strong growth prospects. But in the past few weeks, SKLZ stock has pulled back once again.</p>\n<p>The latest round of “meme stock madness” has dissipated, and Reddit traders have bailed out of their Skillz shares. Concerns about possible interest rate hikes have also led to bearishness around growth stocks. Both of these factors played a role in knocking SKLZ stock back down to its prior price levels.</p>\n<p>Negative sentiment for Skillz may be on the rise. Yet you still may want to buy it ahead of its next quarterly earnings, which arescheduled to releaseafter the market closes on Aug 3. Just like last quarter, losses could come in higher than expected. But if its sales come in above forecast and management raises 2021 guidance once again, it may be enough to renew investors’ enthusiasm for SKLZ stock.</p>\n<p>Admittedly, its valuation is still a concern. Like other growth stocks, worries about rising rates could give way to multiple contraction. But if you’re confident in its “story,” buying Skillz stock at today’s price may be a solid “buy the dip” situation.</p>\n<p><b>SKLZ Stock and Its Upcoming Earnings Release</b></p>\n<p>As Skillz is not expected to be profitable until it scales up, earnings-per-share (EPS) is not a focus with next week’s earnings release. Instead, investors should look for revenue numbers and any updates to its 2021 guidance.</p>\n<p>Will it meet (or beat) analyst revenue consensus for the quarter ending June 30, 2021? Average revenue estimates for last quarter currently stand at$88.2 million. As<i>InvestorPlace’s</i>Mark Hake discussed July 22, it beat revenue estimates andupped its full-year guidancelast quarter.</p>\n<p>Some may anticipate this happening again. But based on the performance of SKLZ stock over the past month, that’s not the majority opinion.</p>\n<p>In July, shares pulled back more than 30%. Yet this lack of enthusiasm could be a positive for investors bullish on SKLZ stock. Possibly oversold at $14 per share, it could bounce back to $20 per share if its latest results exceed expectations.</p>\n<p>On the other hand, if the company disappoints for the quarter, the stock could get hammered once again. Its valuation is also a risk, so solid results and upgraded guidance may not be enough to keep shares steady, let alone raise them to previous highs.</p>\n<p><b>Caution May Be Needed Even With Strong Results</b></p>\n<p>Obviously, a revenue miss for this richly-priced stock (shares currently trade for 20.4x estimated 2021 sales) would mean big declines ahead. So would any change to the company’s guidance. But that’s not to say it’s all smooth sailing from here if the company beats on sales and positively revises its 2021 forecast.</p>\n<p>Factors that are not company-specific could have a negative impact on the price of SKLZ stock. The first that comes to mind is a possible hike in interest rates. How far could shares sink if multiple contraction continues for growth stocks?</p>\n<p>More mature names in the mobile games space, like<b>Zynga</b>(NASDAQ:<b><u>ZNGA</u></b>), trade at price-to-sales (P/S) ratios in the mid-single digits. Therefore, Skillz’s valuation could fall to high-single digits and still reflect the company’s higher-than-average growth. The issue is that a contraction like this implies a possible 50% in downside from today’s prices.</p>\n<p>Putting it simply, this stock could see a big move higher if its latest earnings beat expectations, but a multiple contraction could have an outsized effect on it as well.</p>\n<p><b>SKLZ Stock May Be Worth the Risk</b></p>\n<p><i>InvestorPlace’s</i>Luke Lango haslaid out the bull casefor SKLZ stock, and his argument is compelling. The company’s mobile gaming platform stands to gain massively if its tournament-based revenue model replaces traditional advertising-based models.</p>\n<p>Next week’s earnings results could remind investors, who have grown more bearish on Skillz in recent weeks, that high growth remains on the menu. This could mean a rapid move back to $20 or more in the short term.</p>\n<p>Granted, its high valuation remains a risk. Shares could fall 50% and still trade at a premium valuation. But if you believe these concerns are overblown and positive sentiment will return, buying SKLZ stock today may be worth it.</p>","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>Upcoming Earnings Could Bring Back Positive Sentiment for Skillz</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\">\nUpcoming Earnings Could Bring Back Positive Sentiment for Skillz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/sklz-stock-upcoming-earnings-could-bring-back-positive-sentiment/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.\n\nSkillz(NYSE:SKLZ) stock has been attempting to recover since May. Some investors dove in because it was a short-...</p>\n\n<a href=\"https://investorplace.com/2021/07/sklz-stock-upcoming-earnings-could-bring-back-positive-sentiment/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"source_url":"https://investorplace.com/2021/07/sklz-stock-upcoming-earnings-could-bring-back-positive-sentiment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146192957","content_text":"Next week's quarterly numbers could put SKLZ stock back on an upwards trajectory.\n\nSkillz(NYSE:SKLZ) stock has been attempting to recover since May. Some investors dove in because it was a short-squeeze stock. Others bought it for its still-strong growth prospects. But in the past few weeks, SKLZ stock has pulled back once again.\nThe latest round of “meme stock madness” has dissipated, and Reddit traders have bailed out of their Skillz shares. Concerns about possible interest rate hikes have also led to bearishness around growth stocks. Both of these factors played a role in knocking SKLZ stock back down to its prior price levels.\nNegative sentiment for Skillz may be on the rise. Yet you still may want to buy it ahead of its next quarterly earnings, which arescheduled to releaseafter the market closes on Aug 3. Just like last quarter, losses could come in higher than expected. But if its sales come in above forecast and management raises 2021 guidance once again, it may be enough to renew investors’ enthusiasm for SKLZ stock.\nAdmittedly, its valuation is still a concern. Like other growth stocks, worries about rising rates could give way to multiple contraction. But if you’re confident in its “story,” buying Skillz stock at today’s price may be a solid “buy the dip” situation.\nSKLZ Stock and Its Upcoming Earnings Release\nAs Skillz is not expected to be profitable until it scales up, earnings-per-share (EPS) is not a focus with next week’s earnings release. Instead, investors should look for revenue numbers and any updates to its 2021 guidance.\nWill it meet (or beat) analyst revenue consensus for the quarter ending June 30, 2021? Average revenue estimates for last quarter currently stand at$88.2 million. AsInvestorPlace’sMark Hake discussed July 22, it beat revenue estimates andupped its full-year guidancelast quarter.\nSome may anticipate this happening again. But based on the performance of SKLZ stock over the past month, that’s not the majority opinion.\nIn July, shares pulled back more than 30%. Yet this lack of enthusiasm could be a positive for investors bullish on SKLZ stock. Possibly oversold at $14 per share, it could bounce back to $20 per share if its latest results exceed expectations.\nOn the other hand, if the company disappoints for the quarter, the stock could get hammered once again. Its valuation is also a risk, so solid results and upgraded guidance may not be enough to keep shares steady, let alone raise them to previous highs.\nCaution May Be Needed Even With Strong Results\nObviously, a revenue miss for this richly-priced stock (shares currently trade for 20.4x estimated 2021 sales) would mean big declines ahead. So would any change to the company’s guidance. But that’s not to say it’s all smooth sailing from here if the company beats on sales and positively revises its 2021 forecast.\nFactors that are not company-specific could have a negative impact on the price of SKLZ stock. The first that comes to mind is a possible hike in interest rates. How far could shares sink if multiple contraction continues for growth stocks?\nMore mature names in the mobile games space, likeZynga(NASDAQ:ZNGA), trade at price-to-sales (P/S) ratios in the mid-single digits. Therefore, Skillz’s valuation could fall to high-single digits and still reflect the company’s higher-than-average growth. The issue is that a contraction like this implies a possible 50% in downside from today’s prices.\nPutting it simply, this stock could see a big move higher if its latest earnings beat expectations, but a multiple contraction could have an outsized effect on it as well.\nSKLZ Stock May Be Worth the Risk\nInvestorPlace’sLuke Lango haslaid out the bull casefor SKLZ stock, and his argument is compelling. The company’s mobile gaming platform stands to gain massively if its tournament-based revenue model replaces traditional advertising-based models.\nNext week’s earnings results could remind investors, who have grown more bearish on Skillz in recent weeks, that high growth remains on the menu. This could mean a rapid move back to $20 or more in the short term.\nGranted, its high valuation remains a risk. Shares could fall 50% and still trade at a premium valuation. But if you believe these concerns are overblown and positive sentiment will return, buying SKLZ stock today may be worth it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802018716,"gmtCreate":1627698663935,"gmtModify":1703494894413,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Intel need alot of catchup to do&nbsp;","listText":"Intel need alot of catchup to do&nbsp;","text":"Intel need alot of catchup to do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802018716","repostId":"1115580649","repostType":4,"repost":{"id":"1115580649","pubTimestamp":1627687297,"share":"https://www.laohu8.com/m/news/1115580649?lang=&edition=full","pubTime":"2021-07-31 07:21","market":"us","language":"en","title":"Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1115580649","media":"Barron's","summary":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and recl","content":"<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.</p>\n<p>This past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”</p>\n<p>This year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.</p>\n<p>The trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.</p>\n<p>How did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.</p>\n<p>And it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.</p>\n<p>There have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.</p>\n<p>The stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&amp;P 500index—or 700 points better with thePHLX Semiconductor Index.</p>\n<p>A positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.</p>\n<p>The CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.</p>\n<p>Speaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”</p>\n<p>Now, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.</p>\n<p>The new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.</p>\n<p>Bulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.<i>Barron’s</i>has been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.</p>\n<p>Plenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.</p>\n<p>Gelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”</p>\n<p>ASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.</p>","source":"lsy1610680873436","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>Intel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel’s New CEO Vows to Move Faster. But Hold Off on the Stock for Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/articles/intel-new-ceo-wait-to-buy-stock-51627685968?mod=mw_latestnews&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115580649","content_text":"Intelwill get dibs on the next generation of the world’s most coveted chip-making machines, and reclaim its technology lead by 2025, says the company’s new CEO. He reckons the company could “triple, quadruple” in value. I’m quintuply intrigued, and one-quarter convinced.\nThis past week, Pat Gelsinger, head of Intel (ticker: INTC) since February, rose to the challenge of explaining his four-year plan for “nodes” to a guy who thought those were things doctors sometimes squeeze. It turns out they’re also chip manufacturing generations, and Gelsinger plans to race through a lot of them. “Intel was too arrogant,” he tells me. “We’re breaking that down very rapidly.”\nThis year, Intel will sell 85% of chips for so-called client computing, including laptops and such, predicts investment bank Raymond James. That would be a seven point drop in two years, and rivalAdvanced Micro Devices(AMD) has risen as quickly.\nThe trend in servers is similar. The review sites Tom’s Hardware and AnandTech say that Intel’s latest server chips are a big improvement, but that AMD still holds a lead in performance. Buyers for big organizations and data centers are risk-averse, prizing support and long experience, not just price-to-performance ratios, but that won’t slow Intel’s share losses forever. Its slippage in personal computers, meanwhile, has been offset by a Covid-19 surge in home-office buying, but that could change.\nHow did Intel fall behind? It made all-or-nothing technology bets that led to dead ends, while rivals turned out frequent, incremental improvements. It passed over a new manufacturing technique called extreme ultraviolet lithography, or EUV, which crams more circuits into silicon than traditional lithography.\nAnd it might have been slow to react to a power shift toward foundries, likeTaiwan Semiconductor Manufacturing(TSM). Taiwan Semiconductor is no mere order-taker. Its operating margins are double those of AMD. So, Intel has been waging a two-front battle on designs and manufacturing.\nThere have been other, longer shifts. Computing power has migrated to the cloud, so we make do with personal machines for longer. Advanced applications like artificial intelligence favor highly parallel processing, not unlike videogames;Nvidia(NVDA) has parlayed its long success with shoot-’em-ups into data center riches.\nThe stock market’s judgment is stark. A decade ago, Intel was worth $118 billion, $40 billion more than Taiwan Semiconductor, Nvidia, and AMD combined. Now, Intel is up to nearly $220 billion, but the others combine for $1.1 trillion. After stock buybacks and dividends, Intel investors have made more than 220% over that period. But they could have done almost 100 points better with theS&P 500index—or 700 points better with thePHLX Semiconductor Index.\nA positive sign is that top engineers who left Intel in recent years are returning. “They feel the mojo coming back,” Gelsinger says. But it will take more than mojo.\nThe CEO says he will lean in part on outside foundries for now, while building a foundry operation that will serve other chip makers. Two new Arizona plants are being constructed for $20 billion, not counting equipment. The company has also reportedly held talks to buy GlobalFoundries for $30 billion.\nSpeaking generically, Gelsinger says, “There will be consolidation over time, and we will be a consolidator.”\nNow, about those nodes: Intel has been naming them using ever-shrinking lengths, like “10 nanometer.” The numbers used to refer to a specific transistor part, but with modern architectures, chip makers have been throwing around measurements willy-nilly. So, from here, it’s just numbers: Intel 7 later this year, then 4, then 3. Then we get to Intel 20A and 18A, evoking “the angstrom era.” An angstrom is a tenth of a nanometer, so will those names be based on measurements? Nope: They’re just for marketing. I give the new naming scheme a four for clarity on a scale from orange to pi.\nThe new nodemap is more than a renaming, however. Proposed chip improvements will be rapid and steady. Intel will adopt EUV starting with next year’s batch. In 2024, it will make its first major architecture change in more than a decade—and says it will catch up with rivals on performance. The following year, it will pass the competition in a shift to EUV’s successor, called high-NA EUV. NA stands for numerical aperture, but it could stand for nougat and almonds so long as the performance gains are as big as promised.\nBulls and bears agree that the plan is aggressive. Bears say that it will cost too much, that results won’t be known for years, and that Intel will continue losing market share between now and then. Bulls say Intel will stabilize its share, and that the risks are reflected in the stock price of 11 times this year’s projected earnings, about half the broad market’s price.Barron’shas been bullishon Intel’s reinvention efforts. Investors who are undecided may want to wait until November, when Intel will hold an analyst meeting, and probably put a price on its plans.\nPlenty will be spent on equipment. The EUV machines are made byASML Holding(ASML), which now wields vast power. “To the extent that ASML wants to decide market share in the foundry space, to whom it allocates those manufacturing slots is going to be pretty influential,” says Needham analyst Quinn Bolton, who is bullish on Intel.\nGelsinger says he has the EUV machines he needs for now. Of high-NA and his contractual relationship with ASML, he says, “We will be the first production users of those tools.”\nASML stock, as you might imagine, is priced an angstrom short of paradise at 48 times this year’s earnings forecast. Buyers of EUV machines need gear from other companies, too. Bolton’s favorite for stock investors isApplied Materials(AMAT). It has multiplied five times in price in as many years, but still trades at a folksy 20 or so times earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808760363,"gmtCreate":1627610874552,"gmtModify":1703493322083,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"might be due to the saga of meme stocks","listText":"might be due to the saga of meme stocks","text":"might be due to the saga of meme stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808760363","repostId":"1124605540","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808784826,"gmtCreate":1627610773365,"gmtModify":1703493319449,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"amazon will still continue to grow, but maybe at a slower rate.&nbsp;","listText":"amazon will still continue to grow, but maybe at a slower rate.&nbsp;","text":"amazon will still continue to grow, but maybe at a slower rate.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808784826","repostId":"1105519179","repostType":4,"repost":{"id":"1105519179","pubTimestamp":1627599998,"share":"https://www.laohu8.com/m/news/1105519179?lang=&edition=full","pubTime":"2021-07-30 07:06","market":"us","language":"en","title":"Amazon sales growth slows in tame start to Jassy's tenure as CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1105519179","media":"Reuters","summary":" -Amazon.com Inc on Thursday said sales growth would decelerate in the third quarter as customers leave their homes more, a slow start to the reign of CEO Andy Jassy after 27 years with Jeff Bezos at the retailer’s helm.A year into the throes of the COVID-19 pandemic, Amazon’s financial luster is fading slightly. When brick-and-mortar stores closed, Amazon posted record profits, drew more than 200 million Prime loyalty subscribers, and recruited over 500,000 workers to keep up with surging deman","content":"<p>(Reuters) -Amazon.com Inc on Thursday said sales growth would decelerate in the third quarter as customers leave their homes more, a slow start to the reign of CEO Andy Jassy after 27 years with Jeff Bezos at the retailer’s helm.</p>\n<p>Shares fell 7% in after-hours trade.</p>\n<p>A year into the throes of the COVID-19 pandemic, Amazon’s financial luster is fading slightly. When brick-and-mortar stores closed, Amazon posted record profits, drew more than 200 million Prime loyalty subscribers, and recruited over 500,000 workers to keep up with surging demand.</p>\n<p>Now, the company is facing the tough task of climbing higher still. While revenue grew 44% in the first quarter of this year, that figure dropped to 27% for the period ended June 30. Sales may only grow as much as 16% in the third quarter, Amazon said.</p>\n<p>Brian Olsavsky, Amazon’s chief financial officer, attributed this to a difficult comparison to last year, when consumers stayed more indoors and relied on e-commerce for their everyday needs. In the United States and Europe, customers are now out and about.</p>\n<p>They are “doing other things besides shopping,” he said.</p>\n<p>Amazon expects this lower growth to continue for the next few quarters, Olsavsky told reporters.</p>\n<p>The outlook comes just after Jassy inherited Amazon’s top job on July 5, which has never been bigger or more complex. Last quarter Amazon announced a deal to buy the film studio MGM for $8.5 billion, expanding in Hollywood at the same time as it is running a grocery chain, building a healthcare business and facing scrutiny from regulators worldwide.</p>\n<p>Olsavsky said the company hopes COVID-19 will subside and that the economy will continue to bounce back, but it will require masks for vaccinated staff if that becomes necessary.</p>\n<p>While other tech companies this week such as Alphabet Inc and Facebook Inc announced they will require vaccines for workers returning to their offices, Amazon has yet to announce a vaccine requirement for employees in its offices -- or warehouse workers and drivers.</p>\n<p>Amazon has grappled with workplace tumult in recent months, including staff protests over pandemic safety precautions and a high-profile, failed unionization bid in a facility in Bessemer, Alabama.</p>\n<p>Brian Yarbrough, an analyst with Edward Jones, said it was “not feasible” for Amazon to maintain its growth.</p>\n<p>“No doubt, online retail will probably slow down to that growth somewhere in the 10%-12% range. It’s still phenomenal growth when you think of the sheer size of the business,” he said. “Obviously the pandemic helped them, but they’re not going to be able to grow that rapidly on top of those numbers.”</p>\n<p>LABOR SHORTAGE</p>\n<p>Revenue was $113 billion for the second quarter, shy of analysts’ average estimate of $115 billion.</p>\n<p>The world’s biggest online retailer had moved its annual marketing blitz, Prime Day, to June this year, hoping to peddle more goods before shoppers left town on summer vacations. While it said the event was the biggest two-day sales period ever for merchants on its platform, analysts have witnessed signs of slowing demand.</p>\n<p>North America, Amazon’s largest market, saw sales increase only 22% in the second quarter, versus 43% in the same period a year earlier.</p>\n<p>Amazon Web Services was a bright spot, however. The cloud computing division that Jassy formerly ran grew revenue 37% to $14.8 billion, ahead of estimates of more than $14.1 billion. Among the deals it inked in the just-ended quarter was an agreement with Canada’s BMO Financial Group.</p>\n<p>Profit rose 48% to $7.8 billion, the second-largest quarterly result Amazon ever announced.</p>\n<p>Still, enormous challenges come with Amazon’s size.</p>\n<p>Costs continue to rise, not just from the $200 million in extra stock Amazon plans to pay Jassy over the next 10 years. The company has offered an average $17 in hourly wages - more than double the U.S. minimum - plus signing bonuses to attract 75,000 workers during a labor shortage.</p>\n<p>It has said it planned to hike pay for over half a million employees, costing more than $1 billion, and like other companies, it is facing clogged ports and other disruptions to the transportation supply chain.</p>\n<p>The No.2 U.S. employer this winter became a rallying point for organized labor, which wanted to form Amazon’s first U.S. union and inspire similar efforts across the country. Amazon is awaiting a decision on whether a U.S. National Labor Board director will overturn its landslide victory in the Bessemer, Alabama union election and call for a rerun.</p>\n<p>Following the April vote count, Bezos said he aimed to make Amazon a better place to work. It is unclear how he will govern from the sidelines in the role of executive chair of Amazon’s board.</p>\n<p>Amazon said it expects operating income for the current quarter to be between $2.5 billion and $6.0 billion, which assumes $1 billion in costs related to COVID-19.</p>","source":"lsy1601381805984","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon sales growth slows in tame start to Jassy's tenure as CEO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon sales growth slows in tame start to Jassy's tenure as CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/amazoncom-results/update-4-amazon-sales-growth-slows-in-tame-start-to-jassys-tenure-as-ceo-idUSL4N2P53XQ><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Amazon.com Inc on Thursday said sales growth would decelerate in the third quarter as customers leave their homes more, a slow start to the reign of CEO Andy Jassy after 27 years with Jeff ...</p>\n\n<a href=\"https://www.reuters.com/article/amazoncom-results/update-4-amazon-sales-growth-slows-in-tame-start-to-jassys-tenure-as-ceo-idUSL4N2P53XQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.reuters.com/article/amazoncom-results/update-4-amazon-sales-growth-slows-in-tame-start-to-jassys-tenure-as-ceo-idUSL4N2P53XQ","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105519179","content_text":"(Reuters) -Amazon.com Inc on Thursday said sales growth would decelerate in the third quarter as customers leave their homes more, a slow start to the reign of CEO Andy Jassy after 27 years with Jeff Bezos at the retailer’s helm.\nShares fell 7% in after-hours trade.\nA year into the throes of the COVID-19 pandemic, Amazon’s financial luster is fading slightly. When brick-and-mortar stores closed, Amazon posted record profits, drew more than 200 million Prime loyalty subscribers, and recruited over 500,000 workers to keep up with surging demand.\nNow, the company is facing the tough task of climbing higher still. While revenue grew 44% in the first quarter of this year, that figure dropped to 27% for the period ended June 30. Sales may only grow as much as 16% in the third quarter, Amazon said.\nBrian Olsavsky, Amazon’s chief financial officer, attributed this to a difficult comparison to last year, when consumers stayed more indoors and relied on e-commerce for their everyday needs. In the United States and Europe, customers are now out and about.\nThey are “doing other things besides shopping,” he said.\nAmazon expects this lower growth to continue for the next few quarters, Olsavsky told reporters.\nThe outlook comes just after Jassy inherited Amazon’s top job on July 5, which has never been bigger or more complex. Last quarter Amazon announced a deal to buy the film studio MGM for $8.5 billion, expanding in Hollywood at the same time as it is running a grocery chain, building a healthcare business and facing scrutiny from regulators worldwide.\nOlsavsky said the company hopes COVID-19 will subside and that the economy will continue to bounce back, but it will require masks for vaccinated staff if that becomes necessary.\nWhile other tech companies this week such as Alphabet Inc and Facebook Inc announced they will require vaccines for workers returning to their offices, Amazon has yet to announce a vaccine requirement for employees in its offices -- or warehouse workers and drivers.\nAmazon has grappled with workplace tumult in recent months, including staff protests over pandemic safety precautions and a high-profile, failed unionization bid in a facility in Bessemer, Alabama.\nBrian Yarbrough, an analyst with Edward Jones, said it was “not feasible” for Amazon to maintain its growth.\n“No doubt, online retail will probably slow down to that growth somewhere in the 10%-12% range. It’s still phenomenal growth when you think of the sheer size of the business,” he said. “Obviously the pandemic helped them, but they’re not going to be able to grow that rapidly on top of those numbers.”\nLABOR SHORTAGE\nRevenue was $113 billion for the second quarter, shy of analysts’ average estimate of $115 billion.\nThe world’s biggest online retailer had moved its annual marketing blitz, Prime Day, to June this year, hoping to peddle more goods before shoppers left town on summer vacations. While it said the event was the biggest two-day sales period ever for merchants on its platform, analysts have witnessed signs of slowing demand.\nNorth America, Amazon’s largest market, saw sales increase only 22% in the second quarter, versus 43% in the same period a year earlier.\nAmazon Web Services was a bright spot, however. The cloud computing division that Jassy formerly ran grew revenue 37% to $14.8 billion, ahead of estimates of more than $14.1 billion. Among the deals it inked in the just-ended quarter was an agreement with Canada’s BMO Financial Group.\nProfit rose 48% to $7.8 billion, the second-largest quarterly result Amazon ever announced.\nStill, enormous challenges come with Amazon’s size.\nCosts continue to rise, not just from the $200 million in extra stock Amazon plans to pay Jassy over the next 10 years. The company has offered an average $17 in hourly wages - more than double the U.S. minimum - plus signing bonuses to attract 75,000 workers during a labor shortage.\nIt has said it planned to hike pay for over half a million employees, costing more than $1 billion, and like other companies, it is facing clogged ports and other disruptions to the transportation supply chain.\nThe No.2 U.S. employer this winter became a rallying point for organized labor, which wanted to form Amazon’s first U.S. union and inspire similar efforts across the country. Amazon is awaiting a decision on whether a U.S. National Labor Board director will overturn its landslide victory in the Bessemer, Alabama union election and call for a rerun.\nFollowing the April vote count, Bezos said he aimed to make Amazon a better place to work. It is unclear how he will govern from the sidelines in the role of executive chair of Amazon’s board.\nAmazon said it expects operating income for the current quarter to be between $2.5 billion and $6.0 billion, which assumes $1 billion in costs related to COVID-19.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803661193,"gmtCreate":1627436639512,"gmtModify":1703489905469,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice! go go gme!&nbsp;","listText":"Nice! go go gme!&nbsp;","text":"Nice! go go gme!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803661193","repostId":"1144879794","repostType":4,"repost":{"id":"1144879794","pubTimestamp":1627433268,"share":"https://www.laohu8.com/m/news/1144879794?lang=&edition=full","pubTime":"2021-07-28 08:47","market":"us","language":"en","title":"GameStop to join S&P MidCap 400 index next week","url":"https://stock-news.laohu8.com/highlight/detail?id=1144879794","media":"Reuters","summary":"July 27 (Reuters) - S&P Dow Jones Indices said on Tuesday GameStop, one of the hottest and most visi","content":"<p>July 27 (Reuters) - S&amp;P Dow Jones Indices said on Tuesday GameStop, one of the hottest and most visible ‘meme stocks’, will join the S&amp;P MidCap 400 index next week.</p>\n<p>GameStop’s shares have surged more than nine fold this year, helped by a social media hype and was the spark in January for a battle casting hedge fund short-sellers against a pack of small-time investors organizing online.</p>\n<p>The company, currently a part of S&amp;P SmallCap 600, will replace Weingarten Realty Investors in the S&amp;P MidCap 400. Lakeland Financial Corp will take GameStop’s place in the S&amp;P SmallCap 600.</p>\n<p>GameStop, like others meme stocks that have lit up Wall Street since January, has sold millions of dollars in new stock.</p>\n<p>The company is trying to pivot to e-commerce and recently hired a former Amazon official as its new chief executive officer to steer it through the transition.</p>","source":"lsy1601381805984","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>GameStop to join S&P MidCap 400 index next 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\">\nGameStop to join S&P MidCap 400 index next week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/gamestop-sp/gamestop-to-join-sp-midcap-400-index-next-week-idUSL4N2P349N><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 27 (Reuters) - S&P Dow Jones Indices said on Tuesday GameStop, one of the hottest and most visible ‘meme stocks’, will join the S&P MidCap 400 index next week.\nGameStop’s shares have surged more ...</p>\n\n<a href=\"https://www.reuters.com/article/gamestop-sp/gamestop-to-join-sp-midcap-400-index-next-week-idUSL4N2P349N\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.reuters.com/article/gamestop-sp/gamestop-to-join-sp-midcap-400-index-next-week-idUSL4N2P349N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144879794","content_text":"July 27 (Reuters) - S&P Dow Jones Indices said on Tuesday GameStop, one of the hottest and most visible ‘meme stocks’, will join the S&P MidCap 400 index next week.\nGameStop’s shares have surged more than nine fold this year, helped by a social media hype and was the spark in January for a battle casting hedge fund short-sellers against a pack of small-time investors organizing online.\nThe company, currently a part of S&P SmallCap 600, will replace Weingarten Realty Investors in the S&P MidCap 400. Lakeland Financial Corp will take GameStop’s place in the S&P SmallCap 600.\nGameStop, like others meme stocks that have lit up Wall Street since January, has sold millions of dollars in new stock.\nThe company is trying to pivot to e-commerce and recently hired a former Amazon official as its new chief executive officer to steer it through the transition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":177322357,"gmtCreate":1627181988479,"gmtModify":1703485189676,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Coupang price looks attractive now&nbsp;","listText":"Coupang price looks attractive now&nbsp;","text":"Coupang price looks attractive now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177322357","repostId":"2153878189","repostType":4,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177322737,"gmtCreate":1627182060229,"gmtModify":1703485190490,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Both are good stocks to invest in! Just buy both!&nbsp;","listText":"Both are good stocks to invest in! Just buy both!&nbsp;","text":"Both are good stocks to invest in! Just buy both!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/177322737","repostId":"2153936352","repostType":4,"repost":{"id":"2153936352","pubTimestamp":1627180340,"share":"https://www.laohu8.com/m/news/2153936352?lang=&edition=full","pubTime":"2021-07-25 10:32","market":"us","language":"en","title":"Will Square Be Worth More Than PayPal by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153936352","media":"Motley Fool","summary":"Could the ambitious fintech company overtake the market leader?","content":"<p><b>Square</b> (NYSE:SQ) and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at around $260. PayPal, which was spun off from<b> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> </b>(NASDAQ:EBAY) earlier that year, has advanced more than 720% since its debut to over $300 per share.</p>\n<p>Square is worth nearly $120 billion as of this writing, while PayPal is worth over $350 billion. That isn't surprising, since PayPal still serves a much larger audience and operates in more countries than Square. But gazing into the future, could Square eventually match -- or even surpass -- PayPal's valuation by 2025? Let's examine both fintech companies' growth trajectories and valuations to find out.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3384d45efb17ed54b398c7dbcc043fb\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><b>Wild ambitions vs. stable growth</b></h2>\n<p>Square and PayPal's core business models are similar. Both companies charge businesses flat fees, which vary by platform and transaction type, to process payments. Both companies offer small business loans. Square's Cash App and PayPal's Venmo both enable consumers to make peer-to-peer payments, and both companies provide branded debit cards that are linked to users' online accounts.</p>\n<p>But Square has been willing to take bolder risks than PayPal over the past few years. It expanded its services ecosystem with online payroll management services and analytics tools, and recently launched a full suite of online banking services. Square also added <b>Bitcoin</b> (CRYPTO:BTC) purchases to its Cash App in 2018, added free stock trades to the app to challenge Robinhood in 2019, and plans to add Credit Karma's tax filing services to its ecosystem in the near future.</p>\n<p>PayPal only started offering cryptocurrency trades last October, and it doesn't have any near-term plans to launch stock trading tools or dedicated tax filing services, or expand into a full-blown online bank like Square. Simply put, Square seems to have wilder and grander ambitions than PayPal.</p>\n<h2>Which company is growing faster?</h2>\n<p>Between 2015 and 2020, Square grew its annual revenue at a CAGR of 49.6%. Excluding its massive gain in Bitcoin revenue last year, it would still have grown its revenue at a CAGR of 31.2% over the past five years. PayPal's annual revenue grew at a CAGR of 18.5% between 2015 and 2020. Let's take a look at Wall Street's expectations for both companies over the next two years.</p>\n<table border=\"1\" width=\"600\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"118\"><p>Company</p></th>\n   <th width=\"213\"><p>Estimated Sales Growth (FY 2021)</p></th>\n   <th width=\"225\"><p>Estimated Sales Growth(FY 2022)</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"118\"><p><b>Square</b></p></td>\n   <td width=\"213\"><p>110.6%</p></td>\n   <td width=\"225\"><p>14.1%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"118\"><p><b>PayPal</b></p></td>\n   <td width=\"213\"><p>20.6%</p></td>\n   <td width=\"225\"><p>21.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Yahoo Finance, July 22.</p>\n<p>Analysts expect Square's Bitcoin revenue to continue rising this year before cooling off next year. They also expect its growth in transaction-based and seller service revenue, which slowed down during the pandemic, to recover as more businesses reopen. The Cash App, which grew its monthly active users 50% to 36 million in 2020, should also keep expanding as Square adds new services.</p>\n<p>Cathie Wood's ARK Invest expects Square's transaction-based and seller service revenues to grow at a CAGR of 19% through 2025. It also expects the Cash App's MAUs to more than double to 75 million, for Square to monetize roughly 40% of those users, and for its average revenue per Cash App user to grow from $25 in 2019 to $260 in 2025 -- which would represent a whopping CAGR of 49%.</p>\n<p>PayPal's growth should remain more predictable, since it doesn't generate significant revenue from cryptocurrencies yet. Instead, it will mainly rely on its growth in active accounts, which rose 21% year-over-year to 392 million last quarter, to generate stable revenue from its processing fees.</p>\n<p>PayPal expects to nearly double its active accounts to 750 million and <i>more than double</i> its annual revenue to over $50 billion by 2025. It also plans to grow its earnings at a CAGR of 22% from 2020 to 2025. It believes the rising acceptance of QR codes and NFC payments, the expansion of its financial services, and higher engagement rates for its apps will all drive that long-term growth.</p>\n<h2>Will Square be worth more than PayPal by 2025?</h2>\n<p>In a best-case scenario, ARK Invest believes Square's stock could hit $500 per share by 2025 if it hits its growth targets. But unlike PayPal, Square hasn't provided any concrete targets of its own yet.</p>\n<p>If Square hits $500 and its valuations hold steady, it could be worth just over $200 billion by 2025. Meanwhile, if PayPal achieves its goals of more than doubling its annual revenue and growing its EPS at a CAGR of 22% through 2025, its stock could easily double and boost its market cap to $700 billion.</p>\n<p>Therefore, it's doubtful that Square -- which already trades at higher valuations than PayPal -- will be the more valuable company by 2025. But that doesn't mean PayPal is necessarily a better growth stock than Square. I personally own Square instead of PayPal, because I admire its ambitious and forward-thinking strategies. Both stocks are still great long-term investments on the booming fintech market, so investors shouldn't fret too much over which company has the higher market cap.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Square Be Worth More Than PayPal by 2025?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Square Be Worth More Than PayPal by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Square (NYSE:SQ) and PayPal (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/07/24/will-square-be-worth-more-than-paypal-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153936352","content_text":"Square (NYSE:SQ) and PayPal (NASDAQ:PYPL) have both generated massive returns for patient investors over the past few years. Square went public at $9 per share in late 2015, and it's now trading at around $260. PayPal, which was spun off from eBay (NASDAQ:EBAY) earlier that year, has advanced more than 720% since its debut to over $300 per share.\nSquare is worth nearly $120 billion as of this writing, while PayPal is worth over $350 billion. That isn't surprising, since PayPal still serves a much larger audience and operates in more countries than Square. But gazing into the future, could Square eventually match -- or even surpass -- PayPal's valuation by 2025? Let's examine both fintech companies' growth trajectories and valuations to find out.\nImage source: Getty Images.\nWild ambitions vs. stable growth\nSquare and PayPal's core business models are similar. Both companies charge businesses flat fees, which vary by platform and transaction type, to process payments. Both companies offer small business loans. Square's Cash App and PayPal's Venmo both enable consumers to make peer-to-peer payments, and both companies provide branded debit cards that are linked to users' online accounts.\nBut Square has been willing to take bolder risks than PayPal over the past few years. It expanded its services ecosystem with online payroll management services and analytics tools, and recently launched a full suite of online banking services. Square also added Bitcoin (CRYPTO:BTC) purchases to its Cash App in 2018, added free stock trades to the app to challenge Robinhood in 2019, and plans to add Credit Karma's tax filing services to its ecosystem in the near future.\nPayPal only started offering cryptocurrency trades last October, and it doesn't have any near-term plans to launch stock trading tools or dedicated tax filing services, or expand into a full-blown online bank like Square. Simply put, Square seems to have wilder and grander ambitions than PayPal.\nWhich company is growing faster?\nBetween 2015 and 2020, Square grew its annual revenue at a CAGR of 49.6%. Excluding its massive gain in Bitcoin revenue last year, it would still have grown its revenue at a CAGR of 31.2% over the past five years. PayPal's annual revenue grew at a CAGR of 18.5% between 2015 and 2020. Let's take a look at Wall Street's expectations for both companies over the next two years.\n\n\n\n\nCompany\nEstimated Sales Growth (FY 2021)\nEstimated Sales Growth(FY 2022)\n\n\nSquare\n110.6%\n14.1%\n\n\nPayPal\n20.6%\n21.5%\n\n\n\nSource: Yahoo Finance, July 22.\nAnalysts expect Square's Bitcoin revenue to continue rising this year before cooling off next year. They also expect its growth in transaction-based and seller service revenue, which slowed down during the pandemic, to recover as more businesses reopen. The Cash App, which grew its monthly active users 50% to 36 million in 2020, should also keep expanding as Square adds new services.\nCathie Wood's ARK Invest expects Square's transaction-based and seller service revenues to grow at a CAGR of 19% through 2025. It also expects the Cash App's MAUs to more than double to 75 million, for Square to monetize roughly 40% of those users, and for its average revenue per Cash App user to grow from $25 in 2019 to $260 in 2025 -- which would represent a whopping CAGR of 49%.\nPayPal's growth should remain more predictable, since it doesn't generate significant revenue from cryptocurrencies yet. Instead, it will mainly rely on its growth in active accounts, which rose 21% year-over-year to 392 million last quarter, to generate stable revenue from its processing fees.\nPayPal expects to nearly double its active accounts to 750 million and more than double its annual revenue to over $50 billion by 2025. It also plans to grow its earnings at a CAGR of 22% from 2020 to 2025. It believes the rising acceptance of QR codes and NFC payments, the expansion of its financial services, and higher engagement rates for its apps will all drive that long-term growth.\nWill Square be worth more than PayPal by 2025?\nIn a best-case scenario, ARK Invest believes Square's stock could hit $500 per share by 2025 if it hits its growth targets. But unlike PayPal, Square hasn't provided any concrete targets of its own yet.\nIf Square hits $500 and its valuations hold steady, it could be worth just over $200 billion by 2025. Meanwhile, if PayPal achieves its goals of more than doubling its annual revenue and growing its EPS at a CAGR of 22% through 2025, its stock could easily double and boost its market cap to $700 billion.\nTherefore, it's doubtful that Square -- which already trades at higher valuations than PayPal -- will be the more valuable company by 2025. But that doesn't mean PayPal is necessarily a better growth stock than Square. I personally own Square instead of PayPal, because I admire its ambitious and forward-thinking strategies. Both stocks are still great long-term investments on the booming fintech market, so investors shouldn't fret too much over which company has the higher market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581841475262844","authorId":"3581841475262844","name":"ngph","avatar":"https://static.tigerbbs.com/184d156a6098c9891cc55260418562f6","crmLevel":2,"crmLevelSwitch":0},"content":"Square will rely on the fortune of crytocurrencies more than Paypal does","text":"Square will rely on the fortune of crytocurrencies more than Paypal does","html":"Square will rely on the fortune of crytocurrencies more than Paypal does"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179768586,"gmtCreate":1626578229045,"gmtModify":1703761960338,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Intrigued by this article! Can't wait to see who's this MB","listText":"Intrigued by this article! Can't wait to see who's this MB","text":"Intrigued by this article! Can't wait to see who's this MB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179768586","repostId":"1123523681","repostType":4,"repost":{"id":"1123523681","pubTimestamp":1626569903,"share":"https://www.laohu8.com/m/news/1123523681?lang=&edition=full","pubTime":"2021-07-18 08:58","market":"us","language":"en","title":"The story behind the savvy ‘Mystery Broker’ and where he sees the market going now","url":"https://stock-news.laohu8.com/highlight/detail?id=1123523681","media":"CNBC","summary":"“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column","content":"<div>\n<p>“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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 story behind the savvy ‘Mystery Broker’ and where he sees the market going now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe story behind the savvy ‘Mystery Broker’ and where he sees the market going now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/07/17/the-story-behind-the-savvy-mystery-broker-and-where-he-sees-the-market-going-now.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1123523681","content_text":"“So, there’s this guy who emails me his market outlook every so often.”\nThat’s howmy Barron’s column started one week nearly a dozen years ago, introducing the canny and clear-thinking financial advisor who has come to be known in print and on Twitter as the Mystery Broker, whose market color and investment calls I share on the irregular frequency with which he sends them.\nHis predictions don’t always prove prescient, but he has been more right than wrong, with a particularly impressive record of bold calls around market bottoms and ahead of corrections.\nAs noted in that first writeup in Barron’s in December 2009: “This particular guy is unique in at least two respects. He has no interest in having his name placed in print or pixels. And he is the one commentator I’m aware of who both turned aggressively bearish virtually at the all-time market peak in 2007, then in April began insisting that the March market lows would not be challenged, and that a new cyclical bull market had a long way to run.”\nThis broker’s dispatch to me in April 2009 — just weeks after the ultimate low of a wrenching 18-month bear market and terrifying global credit crisis — was a 12-page single-spaced argument that the financial crisis was over.  This was far from the consensus at the time. A November 2007 piece had called for a brutal bear market, a month after the S&P 500 hit a peak it wouldn’t revisit until 2013 and before most investors even had a bear market on their radar.\nThe intention of airing his views was not to create some gimmick or generate cheap intrigue, but simply to offer the well-grounded thoughts of professional free of institutional constraints or the need to sell investment products.\nBut it did capture readers’ attention and imagination, to the point that requests for updates of the Mystery Broker’s market take come constantly. I continue it strictly because so many readers and viewers have followed his work for years and like to keep up\nAnd, yes, the whole exercise drives some people nuts, whether they think it’s irresponsible (which makes no sense, he gets no benefit and doesn’t hype small stocks that could move in his favor) or insist it’s a fictional alter ego (untrue).\nMystery Broker’s approach\nHe became a broker in the mid-’80s. While there’s long been a guessing game about MB’s identity, he is not someone who’s name anyone would know, he doesn’t otherwise comment publicly on investments.\nAs noted back in 2009: “He doesn’t claim any magic formulas or proprietary systems. His approach is eclectic and inclusive, ranging among economic, technical, historical, valuation and sentiment inputs.” He’ll cite Marty Zweig, Ned Davis and the Value Line Appreciation Potential indicators – fairly old-school inspirations – but doesn’t seem rigidly attached to any one model or style.\nI almost never solicit Mystery Broker’s take, preferring he check in only when it strikes him, often when he changes his market stance or is moved to reiterate his conviction in a prior call. Aside from the broad market commentary, he’ll sometimes make the case for or against individual stocks. He loved wells Fargo to start 2021, as well as GE, for instance.\nMystery Broker sometimes goes deep on a controversial emerging biotech name, the sort of thing I tend not to pass along. He was put off by CNBC’s heavy coverage of the “meme stocks” early this year and let me know it. He and I both have strong views on baseball, which we exchange via email. We’ve never met.\nHow he navigated the pandemic\nIn the past few months, Mystery Broker has been cautious on stocks and has missed a bit of upside. Specifically, he went to a sell (which tends to mean raising cash for clients and himself and hedging equity holdings with index puts) at the close on April 16, with the S&P 500 at 4185. The index went sideways for two months, then lifted to last week’s record up almost 5% from where he called for a correction.\nStill, he’s playing with a lot of house money, having been deftly bullish into the teeth of the March 2020 Covid crash. (He was negative on the market from January last year, though not because he expected either a pandemic or a crash).\nThe individual calls are viewable at the #MysteryBroker hashtag on Twitter, but to cite a few examples: He thought the March 4, 2020, low in the S&P 500 near 2900 would hold; it absolutely didn’t, plunging to about 2200 by the 23rd. But on March 26 he said the bottom was in, and within a month the S&P had recovered back to 2900.\nThen, this in mid-April 2020: He would normally look for a retest of the major low, but not then: ”“Because for the first time in stock market history the consensus is for a retest, a normal retest is not likely to happen.”\nThis was right, as was his preference for riskier cyclical stocks and his update June of last year: “We are in a new bull market...every correction should be bought...every time S&P 500 falls below its 50-day moving average is an extraordinary buying opportunity.”\nS&P 500 with 50-day moving averageFactSet\nAfter that and before predicting a correction three months ago that has yet to occur, he pegged the peak in FAANMG days before they topped last Sept. 1; said in late December the market had “entered the last hurrah for growth and speculative stocks” that would pressure the  overall market but not necessarily drive across-the-board losses; and predicted bitcoin would peak coincident with the Coinbase listing (it did). Not perfect, but not bad.\nHis current outlook\nHis is not a system, but a weight-of-the-evidence approach pursued with an open mind and a feel for market cadences earned over more than three decades of economic cycles.\nFollowing up onhis latest update this week, I asked for a broader take on historical echoes and longer-term probabilities. Mystery Broker offers this:\n“I think the current recovery is most similar to the recovery in 2003-04.  A big transition from hyper-growth to value.  Also, valuations are already high after only one year of stock market and economic growth similar to 2003-4, although more extreme now. ” He expects “muted returns for the rest of decade similar to the low returns of the first decade of the 2000s.  See leadership from industrials, healthcare and to some degree financials.”\n“Don’t expect technology to be a big outperformer and semiconductors will be a disappointment especially equipment semis that have benefitted from a few big trends over the last few years. Value, foreign stocks (expect dollar to fall over the next few years) and equal-weighted indices will outperform.  Inflation and interest rates will slowly rise which is different from the last decade.\n“The big surprise will be how old industries adapt to new technology and fight off some of the hot new entries.  There will be a lot of rebounds similar to how the New York Times came back from the dead last decade.”\nI also asked if he’s interested in being identified. The answer: not now, but maybe soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156927859,"gmtCreate":1625191634471,"gmtModify":1703738028559,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"good time to buy MU stock tonight&nbsp;","listText":"good time to buy MU stock tonight&nbsp;","text":"good time to buy MU stock tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/156927859","repostId":"1174610224","repostType":4,"repost":{"id":"1174610224","pubTimestamp":1625188786,"share":"https://www.laohu8.com/m/news/1174610224?lang=&edition=full","pubTime":"2021-07-02 09:19","market":"us","language":"en","title":"Micron and Chip Stocks Drop but Nvidia Climbs","url":"https://stock-news.laohu8.com/highlight/detail?id=1174610224","media":"thestreet","summary":"Micron Technology (MU) -Get Report and other chip stocks were falling Thursday, but Nvidia (NVDA) wa","content":"<p>Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;and other chip stocks were falling Thursday, but Nvidia&nbsp;(<b>NVDA</b>)&nbsp;was bucking the trend.</p>\n<p>The iShares PHLX Semiconductor ETF&nbsp;(<b>SOXX</b>) &nbsp;was down 1.4% at closing. Micron,&nbsp;the biggest decliner in the benchmark chip index, fell 5.7% to $80.11.</p>\n<p>Other semiconductor industry companies losing ground Thursday included Applied Materials&nbsp;(<b>AMAT</b>), down 3.1%; Lam Research&nbsp;(<b>LRCX</b>) -Get Report, off 2.7%, and Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;was off nearly 1%.</p>\n<p>Video Preview: How the Foundation of Crypto Is Changing Fintech - VanEckWatch this exclusive conversation, The Evolution of Blockchain: How the Foundation of Crypto Is Changing Fintech. A free webinar with premiere experts, sponsored by VanEck.Volume 90%</p>\n<p>Shares of Nvidia, however, were up 1.1%, afterBMO Capital Marketsanalyst Ambrish Srivastava raised his price target on the chip titan to $1,000 from $75 and affirmed an outperform rating.</p>\n<p>The target on the Santa Clara, Calif., company is the highest on Wall Street, according to Bloomberg.</p>\n<p>Micron Technology shares fell even after the&nbsp;company reportedfiscal-third-quarternet income per share more than doubled on 36% higher revenue.</p>\n<p>For the quarter ended June 3, Micron earned $1.74 billion, or $1.52 a share, compared with $803 million, or 71 cents, in the year-earlier quarter. The latest adjusted earnings were $1.88 a share.&nbsp;Revenue reached $7.42 billion from $5.44 billion.</p>\n<p>Several analysts raised their price targets for Micron, but UBS analyst Timothy Arcuri lowered the firm's price target to $110 from $120, while keeping a buy rating, according to the Fly.</p>\n<p>He noted that the company's cycle commentary should address investors' concerns regarding sustainability, but the management's outlook on cost and capital expenditures \"take a bite\" out of 2022 free cash flows.</p>\n<p>TheStreet FounderJim Cramer said\"there's a lot of people saying 'PCs peaked,' and that's bad for Micron.\"</p>\n<p>Cramer added that CEO Sanjay Mehrotra \"did not say what I wanted to hear, which is, 'look&nbsp;everything is on allocation.'\"</p>\n<p>\"And because he didn’t do that,\" Cramer said, \"people are saying 'you know what, it’s time to focus on other semis, and go up the food chain, not down.' And that would be Nvidia.\"</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>Micron and Chip Stocks Drop but Nvidia Climbs</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\">\nMicron and Chip Stocks Drop but Nvidia Climbs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/micron-sinks-most-chip-stocks-but-nvidia-climbs?puc=yahoo&cm_ven=YAHOO><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (MU) -Get Report and other chip stocks were falling Thursday, but Nvidia (NVDA) was bucking the trend.\nThe iShares PHLX Semiconductor ETF (SOXX)  was down 1.4% at closing. Micron, ...</p>\n\n<a href=\"https://www.thestreet.com/investing/micron-sinks-most-chip-stocks-but-nvidia-climbs?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","MU":"美光科技","AMAT":"应用材料","LRCX":"拉姆研究","NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/micron-sinks-most-chip-stocks-but-nvidia-climbs?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174610224","content_text":"Micron Technology (MU) -Get Report and other chip stocks were falling Thursday, but Nvidia (NVDA) was bucking the trend.\nThe iShares PHLX Semiconductor ETF (SOXX)  was down 1.4% at closing. Micron, the biggest decliner in the benchmark chip index, fell 5.7% to $80.11.\nOther semiconductor industry companies losing ground Thursday included Applied Materials (AMAT), down 3.1%; Lam Research (LRCX) -Get Report, off 2.7%, and Texas Instruments (TXN) -Get Report was off nearly 1%.\nVideo Preview: How the Foundation of Crypto Is Changing Fintech - VanEckWatch this exclusive conversation, The Evolution of Blockchain: How the Foundation of Crypto Is Changing Fintech. A free webinar with premiere experts, sponsored by VanEck.Volume 90%\nShares of Nvidia, however, were up 1.1%, afterBMO Capital Marketsanalyst Ambrish Srivastava raised his price target on the chip titan to $1,000 from $75 and affirmed an outperform rating.\nThe target on the Santa Clara, Calif., company is the highest on Wall Street, according to Bloomberg.\nMicron Technology shares fell even after the company reportedfiscal-third-quarternet income per share more than doubled on 36% higher revenue.\nFor the quarter ended June 3, Micron earned $1.74 billion, or $1.52 a share, compared with $803 million, or 71 cents, in the year-earlier quarter. The latest adjusted earnings were $1.88 a share. Revenue reached $7.42 billion from $5.44 billion.\nSeveral analysts raised their price targets for Micron, but UBS analyst Timothy Arcuri lowered the firm's price target to $110 from $120, while keeping a buy rating, according to the Fly.\nHe noted that the company's cycle commentary should address investors' concerns regarding sustainability, but the management's outlook on cost and capital expenditures \"take a bite\" out of 2022 free cash flows.\nTheStreet FounderJim Cramer said\"there's a lot of people saying 'PCs peaked,' and that's bad for Micron.\"\nCramer added that CEO Sanjay Mehrotra \"did not say what I wanted to hear, which is, 'look everything is on allocation.'\"\n\"And because he didn’t do that,\" Cramer said, \"people are saying 'you know what, it’s time to focus on other semis, and go up the food chain, not down.' And that would be Nvidia.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893002499,"gmtCreate":1628218537811,"gmtModify":1703503385297,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"definitely! it's worth at least double the current&nbsp;price!&nbsp;","listText":"definitely! it's worth at least double the current&nbsp;price!&nbsp;","text":"definitely! it's worth at least double the current price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893002499","repostId":"1150788850","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833523247,"gmtCreate":1629250871889,"gmtModify":1676529979072,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"buy both!!&nbsp;","listText":"buy both!!&nbsp;","text":"buy both!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/833523247","repostId":"1141614406","repostType":4,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171263935,"gmtCreate":1626746566327,"gmtModify":1703764349486,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"correction is healthy for the market and is due sooner or later","listText":"correction is healthy for the market and is due sooner or later","text":"correction is healthy for the market and is due sooner or later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171263935","repostId":"1128021964","repostType":4,"repost":{"id":"1128021964","pubTimestamp":1626744033,"share":"https://www.laohu8.com/m/news/1128021964?lang=&edition=full","pubTime":"2021-07-20 09:20","market":"us","language":"en","title":"'We Are More Than Due For Some Turbulence': Experts React To Stock Market's Worst Day In Months","url":"https://stock-news.laohu8.com/highlight/detail?id=1128021964","media":"Benzinga","summary":"The SPDR S&P 500 ETF Trust bounced off its early Monday lows but still closed down 1.4%, while the D","content":"<p>The&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;bounced off its early Monday lows but still closed down 1.4%, while the Dow Jones Industrial Average dropped 725 points for its worst day of 2021.</p>\n<p>The primary catalyst driving the market lower appears to be a rise in COVID-19 cases (specifically in regards to the Delta variant) and the potential for another wave of infections to derail the global economic recovery.</p>\n<p>Last week, the U.S. averaged 30,000 new COVID cases over a seven-day stretch, up sharply from the 11,000 cases it was averaging a month ago. At the same time, oil prices dropped after OPEC and its global allies agreed to start phasing out production cuts starting in August. The new plan calls for 5.8 million barrels per day of oil production to return completely by September 2022.</p>\n<p><b>Cramer’s Take:</b>CNBC's&nbsp;Jim Cramer said&nbsp;<b>COVID-19 numbers and oil prices are a devastating one-two punch for stock prices</b>.</p>\n<p>“Market liked covid down and oil up..not getting what it wants,”Cramer tweeted.</p>\n<p>However, Cramer urged long-term investors to look beyond the recent spike in COVID cases.</p>\n<p>“I just think that where we are there’s just so much fear in the market, and I just think that the asymptomatic [COVID] is not as dangerous, the deaths are not going up that much. So I’m not buying that this is the end of the bull market,”Cramer said.</p>\n<p><b>Keeping Perspective:</b>Ryan Detrick, Chief Market Strategist for LPL Financial, said&nbsp;<b>investors should remember to keep the market sell-off in perspective</b>.</p>\n<p>“Fears over peak economic data and a resurgence in COVID cases has the market on edge today. Of course, don't forget that the S&amp;P 500 hasn't had a 5% correction since October, so you could say we are more than due for some turbulence,” Detrick said.</p>\n<p>Peter Essele, Head of Investment Management for Commonwealth Financial Network, said&nbsp;<b>the decline in 10-year U.S. Treasury yields to near their lowest levels of the year on Monday was indicative of the market’s collective flight to safety</b>.</p>\n<p>“Fear of stagflation will be a major concern for investors if a resurgence in COVID infections causes economies to slow while consumer prices continue an upward trajectory. The strong performance of inflation-linked bonds as of late may be an indication that those fears are setting in, with the bus already having left the station,” Essele said.</p>\n<p><b>Benzinga’s Take:</b>It certainly feels scary when the market drops 1.4% in a single day. But the current COVID-19 vaccines have been shown to be extremely effective against all variants of the virus, and theWorld Health Organizationhas said most vaccinated people who test positive for the delta strain of COVID are asymptomatic.</p>","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>'We Are More Than Due For Some Turbulence': Experts React To Stock Market's Worst Day In Months</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'We Are More Than Due For Some Turbulence': Experts React To Stock Market's Worst Day In Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22044985/we-are-more-than-due-for-some-turbulence-experts-react-to-stock-markets-worst-day-i><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The SPDR S&P 500 ETF Trust bounced off its early Monday lows but still closed down 1.4%, while the Dow Jones Industrial Average dropped 725 points for its worst day of 2021.\nThe primary catalyst ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22044985/we-are-more-than-due-for-some-turbulence-experts-react-to-stock-markets-worst-day-i\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22044985/we-are-more-than-due-for-some-turbulence-experts-react-to-stock-markets-worst-day-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128021964","content_text":"The SPDR S&P 500 ETF Trust bounced off its early Monday lows but still closed down 1.4%, while the Dow Jones Industrial Average dropped 725 points for its worst day of 2021.\nThe primary catalyst driving the market lower appears to be a rise in COVID-19 cases (specifically in regards to the Delta variant) and the potential for another wave of infections to derail the global economic recovery.\nLast week, the U.S. averaged 30,000 new COVID cases over a seven-day stretch, up sharply from the 11,000 cases it was averaging a month ago. At the same time, oil prices dropped after OPEC and its global allies agreed to start phasing out production cuts starting in August. The new plan calls for 5.8 million barrels per day of oil production to return completely by September 2022.\nCramer’s Take:CNBC's Jim Cramer said COVID-19 numbers and oil prices are a devastating one-two punch for stock prices.\n“Market liked covid down and oil up..not getting what it wants,”Cramer tweeted.\nHowever, Cramer urged long-term investors to look beyond the recent spike in COVID cases.\n“I just think that where we are there’s just so much fear in the market, and I just think that the asymptomatic [COVID] is not as dangerous, the deaths are not going up that much. So I’m not buying that this is the end of the bull market,”Cramer said.\nKeeping Perspective:Ryan Detrick, Chief Market Strategist for LPL Financial, said investors should remember to keep the market sell-off in perspective.\n“Fears over peak economic data and a resurgence in COVID cases has the market on edge today. Of course, don't forget that the S&P 500 hasn't had a 5% correction since October, so you could say we are more than due for some turbulence,” Detrick said.\nPeter Essele, Head of Investment Management for Commonwealth Financial Network, said the decline in 10-year U.S. Treasury yields to near their lowest levels of the year on Monday was indicative of the market’s collective flight to safety.\n“Fear of stagflation will be a major concern for investors if a resurgence in COVID infections causes economies to slow while consumer prices continue an upward trajectory. The strong performance of inflation-linked bonds as of late may be an indication that those fears are setting in, with the bus already having left the station,” Essele said.\nBenzinga’s Take:It certainly feels scary when the market drops 1.4% in a single day. But the current COVID-19 vaccines have been shown to be extremely effective against all variants of the virus, and theWorld Health Organizationhas said most vaccinated people who test positive for the delta strain of COVID are asymptomatic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148650663,"gmtCreate":1625973256052,"gmtModify":1703751463608,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"xpev is better than nio imo","listText":"xpev is better than nio imo","text":"xpev is better than nio imo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148650663","repostId":"1184476863","repostType":4,"repost":{"id":"1184476863","pubTimestamp":1625967744,"share":"https://www.laohu8.com/m/news/1184476863?lang=&edition=full","pubTime":"2021-07-11 09:42","market":"hk","language":"en","title":"XPeng: Leader Of Chinese Vehicle Electrification Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1184476863","media":"seekingalpha","summary":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line p","content":"<p><b>Summary</b></p>\n<ul>\n <li>The aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.</li>\n <li>By being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.</li>\n <li>We continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ebea80a575c2b5a2b022a046308936\" tg-width=\"1536\" tg-height=\"1024\"><span>Robert Way/iStock Editorial via Getty Images</span></p>\n<p>The aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.</p>\n<p><b>Firing On All Cylinders</b></p>\n<p>XPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&amp;P 500 Index for most of the last year, and is currently up ~5% since our latest&nbsp;article&nbsp;about its business was published in June.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f7c530182ce2c7abde426fcff7f474\" tg-width=\"1280\" tg-height=\"443\"><span>Chart: Seeking Alpha</span></p>\n<p>One of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0479a72617e0ff9759beb7f820fc0494\" tg-width=\"925\" tg-height=\"445\"><span>Source:InsideEVs</span></p>\n<p>The biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.</p>\n<p>Another important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&amp;D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.</p>\n<p><b>Risks</b></p>\n<p>As for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.</p>\n<p>In addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.</p>\n<p><b>Takeaway</b></p>\n<p>Despite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.</p>\n<p>The latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.</p>\n<p>With all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.</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>XPeng: Leader Of Chinese Vehicle Electrification Efforts</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\">\nXPeng: Leader Of Chinese Vehicle Electrification Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one ...</p>\n\n<a href=\"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4438413-xpeng-leader-of-chinese-vehicle-electrification-efforts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184476863","content_text":"Summary\n\nThe aggressive growth of deliveries should help XPeng to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters.\nBy being one of the most technologically advanced electric vehicle companies in China, XPeng has all the chances to become one of the first automakers to reach Level 5 automation.\nWe continue to believe that XPeng is a solid growth play and if you’re a momentum investor, then now is a good time to purchase its shares.\n\nRobert Way/iStock Editorial via Getty Images\nThe aggressive growth of deliveries should help XPeng (XPEV) to continue to improve its top-line performance and expand its foothold in the Chinese EV market in the following quarters. In addition, by being one of the most technologically advanced electric vehicle companies in China, XPeng also has all the chances to become one of the first automakers to reach Level 5 automation in the following years. Considering this, we continue to believe that XPeng is a solid growth play and if you're a momentum investor, then now is a good time to purchase its shares.\nFiring On All Cylinders\nXPeng is one of the biggest EV manufacturers in China. Currently, it produces an SUV that goes under the name G3 and a sedan that's called P7. In addition, the company plans to release an upgraded version of its SUV called G3i in September and a new family-friendly sedan P5 by the end of the year. Overall, XPeng's stock showed decent results in recent months, as it has outperformed the S&P 500 Index for most of the last year, and is currently up ~5% since our latest article about its business was published in June.\nChart: Seeking Alpha\nOne of the biggest achievements of XPeng is that it has managed to successfully navigate through the initial stages of the chip shortage crisis and made a lot of progress on improving its deliveries. The latestdatasuggests that there's still a strong demand for its offerings among tech-savvy Chinese consumers, as in June alone the company delivered a record 6,565 vehicles, an increase of 617% Y/Y. In addition, its Q2 deliveries were 17,398, up 439% Y/Y, while its 1H deliveries were 30,738 vehicles, up 459% Y/Y. Another good news is that the company's Q2 deliveries beat its projections of 15,500 - 16,000 units despite the pandemic and there's every reason to believe that the momentum is very likely to hold until the end of the year at the very least.\nSource:InsideEVs\nThe biggest advantage of XPeng is that it operates in China, which is considered to be the biggest EV market in the world. Thanks to it, XPeng doesn't need to outsource its manufacturing or sales to other countries as it has a huge local market to sell to back at home. What's more important is that it also has strong governmental support, as some of its manufacturing facilities that are currently being built were co-financed by Chinese local governments. By receiving such help, XPeng is now on track to complete its third manufacturing facility in Wuhan, which will help it to reach an annual capacity of at least 300,000 vehicles. For comparison, Tesla (TSLA) in 2020 sold only 137,000 Model 3s in China. Therefore, an increase of the capacity to such substantial numbers signals that XPeng is ready to tackle the competition and increase its traction across the mainland going forward.\nAnother important fact is that XPeng is more technologically advanced in China than Tesla and others. Almost half of its R&D workforce works on autonomous driving software, and as a result, the company has managed to develop one of the most advanced navigation systems, which should help it to become one of the first to reach Level 5 automation in the following years. On top of that, over 5 million kilometers were alreadydrivenwith the help of the navigation system since its launch earlier this year, and the latest version of the software can now automaticallyparkthe car in garages without human help if it remembers the spot in which the vehicle was parked before.\nRisks\nAs for the risks, we see a couple of them. First of all, XPengtradesat a price-to-sales ratio of ~16x and could be considered richly valued at its current market cap of around $37 billion. For that reason, it's not a good investment for long-term value shareholders, and for those who don't want to expose their portfolios to Chinese assets.\nIn addition, there's a risk that the start of the potential China-US trade war could prevent XPeng from accessing the US capital markets, as its current shares could be delisted. To tackle this issue, the company just recentlyraisednearly $2 billion by executing another IPO on the Hong Kong stock exchange with a double main listing structure. This will help the company not only to have an access to the major capital market, but it will also give the Chinese mainland investors the ability to buy the stock through the Hong Kong Stock Connect, which should boost XPeng's valuation in the near future. On top of that, since XPeng's business doesn't have major exposure to outside markets, the blowback from the potential trade war will be minimal.\nTakeaway\nDespite those risks, we should not forget that China is on track to significantly decrease its carbon footprint in the next four decades. Therefore, it's safe to assume that the penetration rate of electric vehicles on Chinese roads is only going to increase in the following decades. As a result, we believe that there's plenty of room for XPeng to drive growth at this stage, and considering its great performance in Q2, we also believe that it has all the chances to become one of the biggest EV manufacturers in the region.\nThe latest forecast suggests that XPeng could increase its revenues by 364% from $0.9 million in FY20 to $4.18 billion in FY22, while its EPS loss is also expected todecreasefrom -$0.33 in Q2'21 to only -$0.06 in Q3 and Q4. On top of that, the companyhad$5.12 billion in cash at the end of Q1, only $497 million in long-term debt, and thanks to the recent Honk Kong offering its liquidity position is already around $7 billion. As a result, XPeng doesn't have an overleveraged balance sheet, and thanks to the influx of new cash it's very unlikely that it'll be required to raise new debt or dilute its shareholders by offering new shares to fund its expansion. Therefore, we believe that its stock could be considered a growth play, especially since it has beenaddedto FTSE's indexes recently, which should help it to attract more attention from institutional investors.\nWith all of this in mind, we also think that right now is a good entry point to purchase the company's shares, as the likely increase in deliveries and capacity along with the launch of the upcoming P5 sedan in the following months could push its stock to higher levels. For that reason, we have no plans to cover our long position in XPeng anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148627542,"gmtCreate":1625973211086,"gmtModify":1703751461978,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"RBLX is definitely a good buy. buy now!!&nbsp;","listText":"RBLX is definitely a good buy. buy now!!&nbsp;","text":"RBLX is definitely a good buy. buy now!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148627542","repostId":"2150463301","repostType":4,"repost":{"id":"2150463301","pubTimestamp":1625971562,"share":"https://www.laohu8.com/m/news/2150463301?lang=&edition=full","pubTime":"2021-07-11 10:46","market":"us","language":"en","title":"Will Roblox Be a Trillion-Dollar Stock by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=2150463301","media":"Motley Fool","summary":"Could this tween-oriented gaming platform be the next tech giant?","content":"<p>Only a handful of tech companies have ever become $1 trillion companies. <b>Apple</b>&nbsp;and <b>Amazon</b> crossed that milestone in 2018, <b>Microsoft</b>&nbsp;followed suit in 2019, and <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b>&nbsp;joined the club earlier this year.</p>\n<p>Many other tech stocks could join that elite group within the next decade -- and investors who hop on board today could reap massive multibagger gains. Could <a href=\"https://laohu8.com/S/AONE\">one</a> of those stocks be <b>Roblox</b>, the gaming company which gained millions of new users during the pandemic?</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F632887%2Fshowcase_filmstrip_1920x1080.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\"><span>Image source: Roblox.</span></p>\n<h2>How much is Roblox worth today?</h2>\n<p>Roblox went public via a direct listing this March with a reference price of $45. The stock opened at $64.50, and currently trades in the high $80s -- which gives it a market capitalization of nearly $50 billion. For Roblox to become a $1 trillion company by 2030, the stock would need to rise about 20 times.</p>\n<p>No pure-play video game company has crossed the $1 trillion mark yet. <b>Activision Blizzard </b>and <b>Electronic Arts</b>, two of the world's largest video game publishers, are currently worth about $70 billion and $40 billion, respectively. <b>Unity</b>, which indirectly competes against Roblox in the game engine and development space, is worth roughly $30 billion.</p>\n<p>If we compare these four companies' price-to-sales ratios, we'll notice the market is paying a much higher premium for game creation engines like Roblox and Unity than traditional video game publishers.</p>\n<table border=\"1\" width=\"596\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"176\"><p>Company</p></th>\n   <th width=\"189\"><p>P/S Ratio (Current FY)</p></th>\n   <th width=\"187\"><p>P/S Ratio (Next FY)</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"176\"><p>Roblox (NYSE:RBLX)</p></td>\n   <td width=\"189\"><p>20</p></td>\n   <td width=\"187\"><p>16</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"176\"><p>Activision Blizzard (NASDAQ:ATVI)</p></td>\n   <td width=\"189\"><p>8</p></td>\n   <td width=\"187\"><p>7</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"176\"><p>Electronic Arts (NASDAQ:EA)</p></td>\n   <td width=\"189\"><p>6</p></td>\n   <td width=\"187\"><p>5</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"176\"><p>Unity (NYSE:U)</p></td>\n   <td width=\"189\"><p>30</p></td>\n   <td width=\"187\"><p>23</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Yahoo Finance, July 7. FY = fiscal year.</p>\n<h2>But is Roblox a fad or a new content platform?</h2>\n<p>However, there are some key differences between Roblox and Unity.</p>\n<p>Roblox is a platform that enables younger users, many of whom don't have any coding experience, to build simple block-based games and share them with other players. Unity is an advanced game development engine that powers over half of the world's mobile, PC, and console games.</p>\n<p>Roblox encourages users to monetize their games with an in-app currency called Robux within its walled garden. Unity offers developers more flexible tools for integrating in-app ads, in-app purchases, and other features into their games.</p>\n<p>The bulls claim Roblox's self-sustaining cycle of content creation, self-promotion, and monetization will fuel its long-term growth. The bears will point out that half of the platform's daily active users (DAUs) are under the age of 13, and they might eventually grow out of Roblox's simple experiences or graduate to a more advanced game development engine like Unity.</p>\n<p>The bulls will point to Roblox's growth rates. Between the first quarters of 2018 and 2021, Roblox's DAUs more than quadrupled from 10.3 million to 42.1 million, its total hours engaged surged from 2.1 billion to 9.7 billion, and its average bookings per DAU jumped from $11.62 to $15.48.</p>\n<p>Roblox's revenue rose 56% in 2019, soared 82% in 2020, and analysts expect 167% growth this year. But next year, they expect its revenue to rise just 26% after the pandemic ends and more students return to school.</p>\n<p>The bears will point out Roblox isn't profitable, and it probably can't achieve profitability without reducing its exchange rate between U.S. dollars and Robux for developers. However, doing so could alienate its developers and throttle the platform's output of new content.</p>\n<h2>Why Roblox probably can't hit $1 trillion by 2030</h2>\n<p>Even if Roblox maintains a premium price-to-sales ratio of 20 through 2030, it would need to generate $50 billion in annual sales to hit the $1 trillion mark. Roblox generated just $933 million in revenues in 2020, so it would need to generate a compound annual growth rate (CAGR) of nearly 50% to hit $50 billion by 2030.</p>\n<p>If Roblox's valuations cool off, as they'll likely do over the years, it will need to generate an ever higher CAGR to become a $1 trillion company. By comparison, Amazon grew its revenues at a CAGR of 27.4% over the past decade -- and it currently trades at just four times this year's sales. Therefore, it seems highly unlikely Roblox will become a $1 trillion company within the next decade.</p>\n<p>But that doesn't mean Roblox won't generate multibagger gains over the next decade. It could remain popular long after the pandemic passes, attract a new generation of younger users, and launch more powerful tools for advanced users. As it continues to expand, economies of scale should kick in and strengthen its earnings growth. Therefore, Roblox could still have plenty of room to run -- just don't expect it to join the 12-zero club anytime soon.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Roblox Be a Trillion-Dollar Stock by 2030?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Roblox Be a Trillion-Dollar Stock by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/10/will-roblox-be-a-trillion-dollar-stock-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Only a handful of tech companies have ever become $1 trillion companies. Apple and Amazon crossed that milestone in 2018, Microsoft followed suit in 2019, and Facebook joined the club earlier this ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/10/will-roblox-be-a-trillion-dollar-stock-by-2030/\">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://www.fool.com/investing/2021/07/10/will-roblox-be-a-trillion-dollar-stock-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150463301","content_text":"Only a handful of tech companies have ever become $1 trillion companies. Apple and Amazon crossed that milestone in 2018, Microsoft followed suit in 2019, and Facebook joined the club earlier this year.\nMany other tech stocks could join that elite group within the next decade -- and investors who hop on board today could reap massive multibagger gains. Could one of those stocks be Roblox, the gaming company which gained millions of new users during the pandemic?\nImage source: Roblox.\nHow much is Roblox worth today?\nRoblox went public via a direct listing this March with a reference price of $45. The stock opened at $64.50, and currently trades in the high $80s -- which gives it a market capitalization of nearly $50 billion. For Roblox to become a $1 trillion company by 2030, the stock would need to rise about 20 times.\nNo pure-play video game company has crossed the $1 trillion mark yet. Activision Blizzard and Electronic Arts, two of the world's largest video game publishers, are currently worth about $70 billion and $40 billion, respectively. Unity, which indirectly competes against Roblox in the game engine and development space, is worth roughly $30 billion.\nIf we compare these four companies' price-to-sales ratios, we'll notice the market is paying a much higher premium for game creation engines like Roblox and Unity than traditional video game publishers.\n\n\n\n\nCompany\nP/S Ratio (Current FY)\nP/S Ratio (Next FY)\n\n\nRoblox (NYSE:RBLX)\n20\n16\n\n\nActivision Blizzard (NASDAQ:ATVI)\n8\n7\n\n\nElectronic Arts (NASDAQ:EA)\n6\n5\n\n\nUnity (NYSE:U)\n30\n23\n\n\n\nSource: Yahoo Finance, July 7. FY = fiscal year.\nBut is Roblox a fad or a new content platform?\nHowever, there are some key differences between Roblox and Unity.\nRoblox is a platform that enables younger users, many of whom don't have any coding experience, to build simple block-based games and share them with other players. Unity is an advanced game development engine that powers over half of the world's mobile, PC, and console games.\nRoblox encourages users to monetize their games with an in-app currency called Robux within its walled garden. Unity offers developers more flexible tools for integrating in-app ads, in-app purchases, and other features into their games.\nThe bulls claim Roblox's self-sustaining cycle of content creation, self-promotion, and monetization will fuel its long-term growth. The bears will point out that half of the platform's daily active users (DAUs) are under the age of 13, and they might eventually grow out of Roblox's simple experiences or graduate to a more advanced game development engine like Unity.\nThe bulls will point to Roblox's growth rates. Between the first quarters of 2018 and 2021, Roblox's DAUs more than quadrupled from 10.3 million to 42.1 million, its total hours engaged surged from 2.1 billion to 9.7 billion, and its average bookings per DAU jumped from $11.62 to $15.48.\nRoblox's revenue rose 56% in 2019, soared 82% in 2020, and analysts expect 167% growth this year. But next year, they expect its revenue to rise just 26% after the pandemic ends and more students return to school.\nThe bears will point out Roblox isn't profitable, and it probably can't achieve profitability without reducing its exchange rate between U.S. dollars and Robux for developers. However, doing so could alienate its developers and throttle the platform's output of new content.\nWhy Roblox probably can't hit $1 trillion by 2030\nEven if Roblox maintains a premium price-to-sales ratio of 20 through 2030, it would need to generate $50 billion in annual sales to hit the $1 trillion mark. Roblox generated just $933 million in revenues in 2020, so it would need to generate a compound annual growth rate (CAGR) of nearly 50% to hit $50 billion by 2030.\nIf Roblox's valuations cool off, as they'll likely do over the years, it will need to generate an ever higher CAGR to become a $1 trillion company. By comparison, Amazon grew its revenues at a CAGR of 27.4% over the past decade -- and it currently trades at just four times this year's sales. Therefore, it seems highly unlikely Roblox will become a $1 trillion company within the next decade.\nBut that doesn't mean Roblox won't generate multibagger gains over the next decade. It could remain popular long after the pandemic passes, attract a new generation of younger users, and launch more powerful tools for advanced users. As it continues to expand, economies of scale should kick in and strengthen its earnings growth. Therefore, Roblox could still have plenty of room to run -- just don't expect it to join the 12-zero club anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152244601,"gmtCreate":1625302996703,"gmtModify":1703740243716,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"ALPHABET AND FB GO GO GO","listText":"ALPHABET AND FB GO GO GO","text":"ALPHABET AND FB GO GO GO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152244601","repostId":"1140994998","repostType":4,"repost":{"id":"1140994998","pubTimestamp":1625286969,"share":"https://www.laohu8.com/m/news/1140994998?lang=&edition=full","pubTime":"2021-07-03 12:36","market":"us","language":"en","title":"5 of the Best Tech Stocks to Buy for July","url":"https://stock-news.laohu8.com/highlight/detail?id=1140994998","media":"yahoo","summary":"Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders ins","content":"<p>Tech stocks are back on the upswing.</p>\n<p>It was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, now crypto has plunged and reopening stocks are taking on water as well amid a surge in COVID-19 virus variants.</p>\n<p>A recent Federal Reserve decision caused a big swing in interest rates, which has led to investors selling value stocks and buying growth stocks instead. As if that weren't enough, tech got another boost this week as a federal court blocked a key antitrust lawsuit against <a href=\"https://laohu8.com/S/FB\">Facebook</a> (ticker:FB). This has seemingly given the green light to other large tech companies to keep expanding their businesses as well. With all that in place, this is shaping up to be a good summer for tech stocks, including these five in particular:</p>\n<ul>\n <li><a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB)</li>\n <li><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOG,GOOGL)</li>\n <li><a href=\"https://laohu8.com/S/BLKB\">Blackbaud</a> (BLKB)</li>\n <li><a href=\"https://laohu8.com/S/JKHY\">Jack Henry &amp; Associates</a> (JKHY)</li>\n <li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> (TXN)</li>\n</ul>\n<p><b>Facebook (FB)</b></p>\n<p>In late June, a federal court dismissed antitrust charges against Facebook. The Federal Trade Commission (FTC) had claimed that Facebook was acting as a monopoly in social media. The FTC, if it had its way, would have tried to force Facebook to divest its other pivotal holdings, including WhatsApp and Instagram, to create a more competitive social media landscape.</p>\n<p>However, the federal court said the FTC failed to prove that Facebook was a monopoly. Facebook stock popped on the news and topped a $1 trillion valuation for the first time.</p>\n<p>Arguably, however, the stock should be up a lot more. Shares are still trading for just 23 times forward earnings while analysts forecast nearly 20% annual revenue growth in 2022 and 2023. Now, with the threat of government intervention gone, Facebook is even more compelling.</p>\n<p><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOG,GOOGL)</b></p>\n<p>The court's ruling has broader implications. While Facebook was the target in that case, it's no secret that regulators have been looking at most of the tech titans as potential monopolies, perhaps none more than Alphabet.</p>\n<p>Google's search business has massive market share in online advertising. And the search business is hooked into its operating system and applications such as Gmail to extend its reach. Google's other ventures, such asself-driving carsubsidiary Waymo, could extend Google's domain into next-generation technology as well.</p>\n<p>In announcing a lawsuit against Alphabet last year, Texas' attorney general said that \"if the free market were a baseball game, Google positioned itself as the pitcher, the batter and the umpire.\" Now, however, with Facebook clear of antitrust concerns, it sets a precedent for Google to avoid a major regulatory punishment as well.</p>\n<p>Alphabet stock isn't as cheap as Facebook, but at 26 times forward earnings and approximately 15% projected annual revenue growth, it has earned its spot as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best tech stocks to buy now.</p>\n<p><b>Blackbaud (BLKB)</b></p>\n<p>Blackbaud is a software company focused on charitable organization and K-12 schools. Its primary business is in providing software for charities to receive payments and manage their relationships with donors. The company estimates that 25% of charitable giving in 2020 occurred via Blackbaud's platform.</p>\n<p>Charitable giving was disrupted in 2020 due to the pandemic, though some organizations saw an uptick in activity as people donated in the wake of the twin tragedies of theeconomic recessionand health crisis. Still, 2020 wasn't a great year for Blackbaud. More broadly, Blackbaud has been in transition from on-premise software to a subscription cloud offering.</p>\n<p>Such transitions in tech stocks are often met with stock price weakness as investors grapple with less upfront revenue from the subscription model. That creates opportunity now, however, to buy a leading niche software player at less than 26 times forward earnings with a reopening tailwind as charities can start having in-person events once again.</p>\n<p><b>Jack Henry (JKHY)</b></p>\n<p>Jack Henry is a leading payment processing and informationtechnology company; its main clients are banks and credit unions. The company has an extremely stable business that barely missed a beat even during the financial crisis. Since then, Jack Henry stock has gone up more than 500% thanks to steady growth in the overall demand for payments and financial services.</p>\n<p>That said, Jack Henry stock has gone flat as investors fret over the health of the banking and financial system in the COVID-19 era. More recently, it has become apparent that credit-quality concerns didn't end up causing much material harm to banks. As the economy is picking up in 2021, the banks are roaring back; financials have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top-performing sectors this year.</p>\n<p>With that risk now off the table, Jack Henry is primed to follow suit and blast off to new all-time highs. In addition, the company earns a significant chunk of high-margin business from mergers and acquisitions (M&amp;A) activity in the banking sector. Withbank stockssoaring, M&amp;A is on the rise, and this should directly boost Jack Henry's earnings.</p>\n<p><b>Texas Instruments (TXN)</b></p>\n<p>Texas Instruments is the leader in analogsemiconductor chips. This is a business that focuses on taking real-world parameters such as weather information and converting it into data for digital use. This line of chips is increasingly important as the Internet of Things grows and more devices than ever are online.</p>\n<p>Texas Instruments is making a particularly big push in smart cars, and should sell a large chunk of the chipsets that end up going into autonomous vehicles. In late June, Texas Instruments also announced that it's buying a fabricating unit in Utah from <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> (MU) for $900 million as the company continues to execute on its growth plan.</p>\n<p>Texas Instruments is benefiting from the current semiconductor shortage, which puts it in a good position for better pricing and profit margins going forward. The company has a prodigious growth record, having tripled its earnings per share over the past decade. Now, it trades for just 24 times forward earnings, which is quite reasonable in a bull market for the industry.</p>","source":"lsy1584348713084","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>5 of the Best Tech Stocks to Buy for July</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\">\n5 of the Best Tech Stocks to Buy for July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 12:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","BLKB":"布莱克波特科技","JKHY":"杰克亨利","GOOGL":"谷歌A","TXN":"德州仪器"},"source_url":"https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140994998","content_text":"Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, now crypto has plunged and reopening stocks are taking on water as well amid a surge in COVID-19 virus variants.\nA recent Federal Reserve decision caused a big swing in interest rates, which has led to investors selling value stocks and buying growth stocks instead. As if that weren't enough, tech got another boost this week as a federal court blocked a key antitrust lawsuit against Facebook (ticker:FB). This has seemingly given the green light to other large tech companies to keep expanding their businesses as well. With all that in place, this is shaping up to be a good summer for tech stocks, including these five in particular:\n\nFacebook (FB)\nAlphabet (GOOG,GOOGL)\nBlackbaud (BLKB)\nJack Henry & Associates (JKHY)\nTexas Instruments (TXN)\n\nFacebook (FB)\nIn late June, a federal court dismissed antitrust charges against Facebook. The Federal Trade Commission (FTC) had claimed that Facebook was acting as a monopoly in social media. The FTC, if it had its way, would have tried to force Facebook to divest its other pivotal holdings, including WhatsApp and Instagram, to create a more competitive social media landscape.\nHowever, the federal court said the FTC failed to prove that Facebook was a monopoly. Facebook stock popped on the news and topped a $1 trillion valuation for the first time.\nArguably, however, the stock should be up a lot more. Shares are still trading for just 23 times forward earnings while analysts forecast nearly 20% annual revenue growth in 2022 and 2023. Now, with the threat of government intervention gone, Facebook is even more compelling.\nAlphabet (GOOG,GOOGL)\nThe court's ruling has broader implications. While Facebook was the target in that case, it's no secret that regulators have been looking at most of the tech titans as potential monopolies, perhaps none more than Alphabet.\nGoogle's search business has massive market share in online advertising. And the search business is hooked into its operating system and applications such as Gmail to extend its reach. Google's other ventures, such asself-driving carsubsidiary Waymo, could extend Google's domain into next-generation technology as well.\nIn announcing a lawsuit against Alphabet last year, Texas' attorney general said that \"if the free market were a baseball game, Google positioned itself as the pitcher, the batter and the umpire.\" Now, however, with Facebook clear of antitrust concerns, it sets a precedent for Google to avoid a major regulatory punishment as well.\nAlphabet stock isn't as cheap as Facebook, but at 26 times forward earnings and approximately 15% projected annual revenue growth, it has earned its spot as one of the best tech stocks to buy now.\nBlackbaud (BLKB)\nBlackbaud is a software company focused on charitable organization and K-12 schools. Its primary business is in providing software for charities to receive payments and manage their relationships with donors. The company estimates that 25% of charitable giving in 2020 occurred via Blackbaud's platform.\nCharitable giving was disrupted in 2020 due to the pandemic, though some organizations saw an uptick in activity as people donated in the wake of the twin tragedies of theeconomic recessionand health crisis. Still, 2020 wasn't a great year for Blackbaud. More broadly, Blackbaud has been in transition from on-premise software to a subscription cloud offering.\nSuch transitions in tech stocks are often met with stock price weakness as investors grapple with less upfront revenue from the subscription model. That creates opportunity now, however, to buy a leading niche software player at less than 26 times forward earnings with a reopening tailwind as charities can start having in-person events once again.\nJack Henry (JKHY)\nJack Henry is a leading payment processing and informationtechnology company; its main clients are banks and credit unions. The company has an extremely stable business that barely missed a beat even during the financial crisis. Since then, Jack Henry stock has gone up more than 500% thanks to steady growth in the overall demand for payments and financial services.\nThat said, Jack Henry stock has gone flat as investors fret over the health of the banking and financial system in the COVID-19 era. More recently, it has become apparent that credit-quality concerns didn't end up causing much material harm to banks. As the economy is picking up in 2021, the banks are roaring back; financials have been one of the top-performing sectors this year.\nWith that risk now off the table, Jack Henry is primed to follow suit and blast off to new all-time highs. In addition, the company earns a significant chunk of high-margin business from mergers and acquisitions (M&A) activity in the banking sector. Withbank stockssoaring, M&A is on the rise, and this should directly boost Jack Henry's earnings.\nTexas Instruments (TXN)\nTexas Instruments is the leader in analogsemiconductor chips. This is a business that focuses on taking real-world parameters such as weather information and converting it into data for digital use. This line of chips is increasingly important as the Internet of Things grows and more devices than ever are online.\nTexas Instruments is making a particularly big push in smart cars, and should sell a large chunk of the chipsets that end up going into autonomous vehicles. In late June, Texas Instruments also announced that it's buying a fabricating unit in Utah from Micron Technology (MU) for $900 million as the company continues to execute on its growth plan.\nTexas Instruments is benefiting from the current semiconductor shortage, which puts it in a good position for better pricing and profit margins going forward. The company has a prodigious growth record, having tripled its earnings per share over the past decade. Now, it trades for just 24 times forward earnings, which is quite reasonable in a bull market for the industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167323988,"gmtCreate":1624248203044,"gmtModify":1703831525956,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"wait for pullbacks before entering&nbsp;","listText":"wait for pullbacks before entering&nbsp;","text":"wait for pullbacks before entering","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167323988","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923004358,"gmtCreate":1670743813174,"gmtModify":1676538427243,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"nice&nbsp;","listText":"nice&nbsp;","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923004358","repostId":"2290190295","repostType":4,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832698325,"gmtCreate":1629615278167,"gmtModify":1676530080459,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"expecting a dip in the market&nbsp;","listText":"expecting a dip in the market&nbsp;","text":"expecting a dip in the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832698325","repostId":"1176431153","repostType":4,"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896873601,"gmtCreate":1628572671203,"gmtModify":1703508356816,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Adobe good buy!&nbsp;","listText":"Adobe good buy!&nbsp;","text":"Adobe good buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896873601","repostId":"2155377091","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802254983,"gmtCreate":1627784189542,"gmtModify":1703495792737,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"hold SKLZ for long term! it has potential!&nbsp;","listText":"hold SKLZ for long term! it has potential!&nbsp;","text":"hold SKLZ for long term! it has potential!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802254983","repostId":"1146192957","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802018716,"gmtCreate":1627698663935,"gmtModify":1703494894413,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Intel need alot of catchup to do&nbsp;","listText":"Intel need alot of catchup to do&nbsp;","text":"Intel need alot of catchup to do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802018716","repostId":"1115580649","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803661193,"gmtCreate":1627436639512,"gmtModify":1703489905469,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice! go go gme!&nbsp;","listText":"Nice! go go gme!&nbsp;","text":"Nice! go go gme!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803661193","repostId":"1144879794","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141577273,"gmtCreate":1625883260492,"gmtModify":1703750376618,"author":{"id":"3556014229499035","authorId":"3556014229499035","name":"ngckkk","avatar":"https://static.tigerbbs.com/d1e114dfd4580625c8151f1dd0b330fc","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"SPCE is going to the moon!!&nbsp;","listText":"SPCE is going to the moon!!&nbsp;","text":"SPCE is going to the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141577273","repostId":"1134141249","repostType":4,"repost":{"id":"1134141249","pubTimestamp":1625881620,"share":"https://www.laohu8.com/m/news/1134141249?lang=&edition=full","pubTime":"2021-07-10 09:47","market":"us","language":"en","title":"Why Virgin Galactic Is a Better Buy Than AMC","url":"https://stock-news.laohu8.com/highlight/detail?id=1134141249","media":"InvestorPlace","summary":"SPCE stock has a more compelling long-term bull thesis than AMC. In the last seven weeks, shares of Virgin Galactic stock are up 177%. The big news driving shares higher is that the Federal Aviation Administration  approved Virgin to carry passengers into space.At the same time, SPCE stock has the attention of Reddit’s WallStreetBets trading community. In fact, it has become one of the most popular social media meme stocks in recent weeks. Virgin is not quite at the level of AMC Entertainment in","content":"<p>SPCE stock has a more compelling long-term bull thesis than AMC</p>\n<p>In the last seven weeks, shares of&nbsp;<b>Virgin Galactic</b>(NYSE:<b><u>SPCE</u></b>) stock are up 177%. The big news driving shares higher is that the Federal Aviation Administration (FAA) approved Virgin to carry passengers into space.</p>\n<p>At the same time, SPCE stock has the attention of Reddit’s WallStreetBets trading community. In fact, it has become one of the most popular social media meme stocks in recent weeks. Virgin is not quite at the level of&nbsp;<b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) in terms of social media buzz. However, Virgin is one of the 10 most mentioned tickers on WallStreetBets, according toSwaggy Stocks.</p>\n<p>If you’re a meme stock gambler, best of luck to you. I think you’ll have just as good a chance at day trading AMC stock for a profit as you would flipping SPCE stock or betting on red at the roulette table. If you are a long-term investor, both AMC and Virgin Galactic are grossly overvalued. However, SPCE stock has a much more compelling long-term bull thesis than AMC does.</p>\n<p><b>Why SPCE Stock Is Soaring</b></p>\n<p>On June 25, Virgin announced the&nbsp;FAA granted&nbsp;the company a commercial space-launch license.</p>\n<p>Shortly thereafter, popular billionaire founder Richard Branson announced he would be on Virgin’s first manned flight on July 11. By doing so, Branson will beat&nbsp;<b>Amazon.com</b>(NASDAQ:<b><u>AMZN</u></b>) founder Jeff Bezos in the billionairespace race. Bezos will be aboard Blue Origin’s first manned flight on July 20.</p>\n<p>There’s no question the recent headlines are overwhelmingly positive for the company’s brand and long-term outlook. However, Virgin Galactic is still years away from doing any meaningful business.</p>\n<p>Bank of America analyst Ronald Epstein is projecting $2 million in revenue from the company in 2021. By 2023, he is projecting Virgin Galactic’s revenue will grow to $115 million. For context, its market cap is now $10.8 billion. That valuation is slightly higher than&nbsp;<b>Dick’s Sporting Goods</b>(NYSE:<b><u>DKS</u></b>) at $9 billion. Bank of America is projecting $11.1 billion in revenue for Dick’s in 2023. That’s roughly 10 times more revenue than Virgin Galactic.</p>\n<p>I’m not suggesting that Virgin Galactic and Dick’s are even remotely comparable in terms of business model or growth outlook. I’m merely highlighting how tiny Virgin Galactic’s business is today and how tiny it will continue to be for at least several more years.</p>\n<p><b>Two Overvalued Stocks</b></p>\n<p>Once again, the FAA news is unequivocally good news for Virgin Galactic’s long-term outlook.</p>\n<p>“We continue to see Virgin Galactic as a beneficiary of the new commercial space race,” Epstein said following the FAA news.</p>\n<p>“However, we believe this premium is already priced into the stock and will dwindle as more commercial space companies go public.”</p>\n<p>In that same note, Epstein downgraded SPCE stock from “neutral” to “underperform.” He also set a $41 price target, well below the $49 it was trading on July 9.</p>\n<p>Like Virgin, AMC is also unprofitable. It’s also extremely overvalued based on current and projected earnings, sales and cash flow.</p>\n<p>But AMC also has an Everest-sized mountain of debt. And it has flooded the market with new shares of stock, diluting current shareholders in an attempt to stay solvent and avoid bankruptcy.</p>\n<p><b>How to Play it</b></p>\n<p>While SPCE stock is up 177% since mid-May, AMC is up 300%. As I discussed, Virgin Galactic’s big move came on the heels of major positive headlines about the company’s long-term future. The major news about AMC in recent weeks has been that the company is selling millions more shares of stock and giving retail investors&nbsp;free popcorn.</p>\n<p>Oh, and the company itself also took the time to include&nbsp;a warning&nbsp;to investors in an official filing.</p>\n<p>“Under the circumstances, we caution you against investing in our Class A common stock, unless you are prepared to incur the risk of losing all or a substantial portion of your investment,” AMC wrote.</p>\n<p>Virgin Galactic is an overvalued growth stock with a reasonable chance the company will eventually grow into its current valuation. Of course, that growth may take five years or longer to play out.</p>\n<p>AMC is the exact opposite. Movie theater ticket sales have been steadily shrinking for about&nbsp;two decades.&nbsp; There’s a huge difference between making a high-risk bet on an early leader in a potentially massive growth market and making a high-risk bet on a leader in a market in secular decline.</p>\n<p>I’m not recommending long-term investors buy AMC or SPCE at this point. But if you’re going to choose one of the two meme stocks, the SPCE stock bull thesis makes a lot more sense.</p>","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>Why Virgin Galactic Is a Better Buy Than AMC</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\">\nWhy Virgin Galactic Is a Better Buy Than AMC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/spce-stock-why-virgin-galactic-is-a-better-buy-than-amc/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SPCE stock has a more compelling long-term bull thesis than AMC\nIn the last seven weeks, shares of Virgin Galactic(NYSE:SPCE) stock are up 177%. The big news driving shares higher is that the Federal ...</p>\n\n<a href=\"https://investorplace.com/2021/07/spce-stock-why-virgin-galactic-is-a-better-buy-than-amc/\">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","SPCE":"维珍银河"},"source_url":"https://investorplace.com/2021/07/spce-stock-why-virgin-galactic-is-a-better-buy-than-amc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134141249","content_text":"SPCE stock has a more compelling long-term bull thesis than AMC\nIn the last seven weeks, shares of Virgin Galactic(NYSE:SPCE) stock are up 177%. The big news driving shares higher is that the Federal Aviation Administration (FAA) approved Virgin to carry passengers into space.\nAt the same time, SPCE stock has the attention of Reddit’s WallStreetBets trading community. In fact, it has become one of the most popular social media meme stocks in recent weeks. Virgin is not quite at the level of AMC Entertainment(NYSE:AMC) in terms of social media buzz. However, Virgin is one of the 10 most mentioned tickers on WallStreetBets, according toSwaggy Stocks.\nIf you’re a meme stock gambler, best of luck to you. I think you’ll have just as good a chance at day trading AMC stock for a profit as you would flipping SPCE stock or betting on red at the roulette table. If you are a long-term investor, both AMC and Virgin Galactic are grossly overvalued. However, SPCE stock has a much more compelling long-term bull thesis than AMC does.\nWhy SPCE Stock Is Soaring\nOn June 25, Virgin announced the FAA granted the company a commercial space-launch license.\nShortly thereafter, popular billionaire founder Richard Branson announced he would be on Virgin’s first manned flight on July 11. By doing so, Branson will beat Amazon.com(NASDAQ:AMZN) founder Jeff Bezos in the billionairespace race. Bezos will be aboard Blue Origin’s first manned flight on July 20.\nThere’s no question the recent headlines are overwhelmingly positive for the company’s brand and long-term outlook. However, Virgin Galactic is still years away from doing any meaningful business.\nBank of America analyst Ronald Epstein is projecting $2 million in revenue from the company in 2021. By 2023, he is projecting Virgin Galactic’s revenue will grow to $115 million. For context, its market cap is now $10.8 billion. That valuation is slightly higher than Dick’s Sporting Goods(NYSE:DKS) at $9 billion. Bank of America is projecting $11.1 billion in revenue for Dick’s in 2023. That’s roughly 10 times more revenue than Virgin Galactic.\nI’m not suggesting that Virgin Galactic and Dick’s are even remotely comparable in terms of business model or growth outlook. I’m merely highlighting how tiny Virgin Galactic’s business is today and how tiny it will continue to be for at least several more years.\nTwo Overvalued Stocks\nOnce again, the FAA news is unequivocally good news for Virgin Galactic’s long-term outlook.\n“We continue to see Virgin Galactic as a beneficiary of the new commercial space race,” Epstein said following the FAA news.\n“However, we believe this premium is already priced into the stock and will dwindle as more commercial space companies go public.”\nIn that same note, Epstein downgraded SPCE stock from “neutral” to “underperform.” He also set a $41 price target, well below the $49 it was trading on July 9.\nLike Virgin, AMC is also unprofitable. It’s also extremely overvalued based on current and projected earnings, sales and cash flow.\nBut AMC also has an Everest-sized mountain of debt. And it has flooded the market with new shares of stock, diluting current shareholders in an attempt to stay solvent and avoid bankruptcy.\nHow to Play it\nWhile SPCE stock is up 177% since mid-May, AMC is up 300%. As I discussed, Virgin Galactic’s big move came on the heels of major positive headlines about the company’s long-term future. The major news about AMC in recent weeks has been that the company is selling millions more shares of stock and giving retail investors free popcorn.\nOh, and the company itself also took the time to include a warning to investors in an official filing.\n“Under the circumstances, we caution you against investing in our Class A common stock, unless you are prepared to incur the risk of losing all or a substantial portion of your investment,” AMC wrote.\nVirgin Galactic is an overvalued growth stock with a reasonable chance the company will eventually grow into its current valuation. Of course, that growth may take five years or longer to play out.\nAMC is the exact opposite. Movie theater ticket sales have been steadily shrinking for about two decades.  There’s a huge difference between making a high-risk bet on an early leader in a potentially massive growth market and making a high-risk bet on a leader in a market in secular decline.\nI’m not recommending long-term investors buy AMC or SPCE at this point. But if you’re going to choose one of the two meme stocks, the SPCE stock bull thesis makes a lot more sense.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}