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2022-01-04

Pick up more tsla and pltr!

Cathie Wood Continues Booking Profit In Tesla As Stock Shoots Up, Loads Up On These 2 Stocks Instead

2022-01-04

Finally the giant has woken up. Time for it for make up for time loss

Sorry, the original content has been removed

2021-12-31

I guess it will never go below 900 again

Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues

2021-08-10

It’s ok! Chiong ah

Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China in July, down 69% from the previous month.

2021-08-08

Lol ok can

Sorry, the original content has been removed

2021-08-08

$2000 in 2025

Tesla Stock: Headed to $1,200?

2021-07-19

Suspect after stock split will down by 5-10% in the next 1 month. Fingers crossed

Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company

2021-07-02

Now is still Low. Buy now. Else will regret when it hits 900 again

Tesla shares stood at $700 for the first time since May 3

2021-07-02

Huat ah

Sorry, the original content has been removed

2021-06-25

Yay

NIO Still Has Significant Upside Potential

2021-06-24

Gotta need some patience

Tesla: A Lesson In Humility

2021-06-23

Why not just get both! :D But do take note while Tesla is reducing cost by not having advertising department, Nio is splurging on Nio houses. While Tesla aims to have cheaper cars, Nio dreams to be the BMW in China by charging more. And we haven’t gone into the technicalities of the car…

Why I Believe NIO Will Beat Out Tesla

2021-06-16

What is $TSLA? EV company, solar company, battery company, car manufacturing, AI company, taxi company… I think is everything… $2000 in 2-3 years

Tesla Bulls Look for Stock Catalysts. They Found Three.

2021-06-16

Though won’t be as hiong as last year, I guess we will still continue to go up till end of this year.

3 historic precedents show tech stocks will go higher

2021-06-14

Been holding RDS since sept. Time to fly higher and further!

Toplines Before US Market Open on Monday

2021-06-14

Growth stocks to the moon!!

S&P 500 hovers near a record with Fed meeting looming, tech shares gain

2021-06-13

Talc long term won’t go wrong.

Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.

2021-06-12

Very possible. Given how powerful AWS is

Prediction: Amazon Will Hit $10,000 by 2025

2021-06-12

Euro is here. Fubo going up more?

Fubo TV surged over 7% in morning trading

2021-06-12

Great! Keep going bull!

S&P ekes out gains to close languid week

Go to Tiger App to see more news

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booking in the electric vehicle stock as it jumped higher after reporting fourth-quarter delivery volumes that far surpassed expectations.</p><p>The popular asset management firm sold 39,262 shares — estimated to be worth $47 million — in Tesla.</p><p>The <b>Elon Musk</b>-led company’s stock soared 13.5% on Monday to close at $1,199.8 a share. 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Shares of the Peter Thiel-founded data company closed 1.8% higher at $18.5 a share.</li><li>Sold 359,577 shares — estimated to be worth $15.3 million — in <b>Twitter Inc</b>(NYSE:TWTR). The micro-blogging company’s stock closed 1.3% lower at $42.7 a share.</li><li>Bought 345,771 shares — estimated to be worth $6.4 million — in <b>Robinhood</b> <b>Markets Inc</b>(NASDAQ:HOOD). 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The stock rose about 50% in 2021.Wood’s firm has exposure in Tesla via three of its exchange-traded funds — the Ark Innovation ETF(NYSE:ARKK), the Ark Autonomous Technology & Robotics ETF(NYSE:ARKQ) and the Ark Next Generation Internet ETF(NYSE:ARKW).The three ETFs held about 1.75 million shares worth $1.84 billion in Tesla, prior to Monday’s trade.Tesla on Sunday smashed fourth-quarter delivery records, posting its biggest quarterly and full-year delivery volume.A Tesla super-bull, Wood has long favored the Musk-led company and set a $3,000 price target for the electric vehicle stock for 2025.The St. Petersburg, Florida-based Ark has recently also begun buying shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc(NYSE:XPEV).Here are some other key Ark Invest trades from Monday:Bought 442,456 shares — estimated to be worth $8.2 million — in Palantir Technologies Inc(NYSE:PLTR). Shares of the Peter Thiel-founded data company closed 1.8% higher at $18.5 a share.Sold 359,577 shares — estimated to be worth $15.3 million — in Twitter Inc(NYSE:TWTR). The micro-blogging company’s stock closed 1.3% lower at $42.7 a share.Bought 345,771 shares — estimated to be worth $6.4 million — in Robinhood Markets Inc(NASDAQ:HOOD). Shares of the commission-free trading app that deals in stocks, exchange-traded funds and cryptocurrencies closed 3.8% higher at $18.4 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001492263,"gmtCreate":1641295979420,"gmtModify":1676533593976,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Finally the giant has woken up. Time for it for make up for time loss","listText":"Finally the giant has woken up. Time for it for make up for time loss","text":"Finally the giant has woken up. Time for it for make up for time loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001492263","repostId":"1146008423","repostType":4,"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003665141,"gmtCreate":1640964624515,"gmtModify":1676533559263,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"I guess it will never go below 900 again&nbsp;","listText":"I guess it will never go below 900 again&nbsp;","text":"I guess it will never go below 900 again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003665141","repostId":"1138638823","repostType":4,"repost":{"id":"1138638823","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640941436,"share":"https://ttm.financial/m/news/1138638823?lang=&edition=fundamental","pubTime":"2021-12-31 17:03","market":"us","language":"en","title":"Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1138638823","media":"Tiger Newspress","summary":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,","content":"<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues</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 Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-31 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138638823","content_text":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver's line of sight, increasing the risk of collision accidents and potential safety hazards.Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver's field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896518881,"gmtCreate":1628592789443,"gmtModify":1676529789769,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"It’s ok! Chiong ah","listText":"It’s ok! Chiong ah","text":"It’s ok! Chiong ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896518881","repostId":"1199439318","repostType":4,"repost":{"id":"1199439318","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628583651,"share":"https://ttm.financial/m/news/1199439318?lang=&edition=fundamental","pubTime":"2021-08-10 16:20","market":"us","language":"en","title":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","url":"https://stock-news.laohu8.com/highlight/detail?id=1199439318","media":"Tiger Newspress","summary":"Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.</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 shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-10 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199439318","content_text":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891426723,"gmtCreate":1628414788762,"gmtModify":1703506053032,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Lol ok can&nbsp;","listText":"Lol ok can&nbsp;","text":"Lol ok can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891426723","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891428717,"gmtCreate":1628414652139,"gmtModify":1703506049461,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"$2000 in 2025","listText":"$2000 in 2025","text":"$2000 in 2025","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891428717","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://ttm.financial/m/news/1159872041?lang=&edition=fundamental","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Tesla deliveries more than doubled year over year in Q2.</li>\n <li>Rising demand for electric vehicles could benefit Tesla.</li>\n <li>Investors should exercise caution when it comes to analysts' price targets.</li>\n</ul>\n<p>It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p>\n<p>But one analyst thinks the stock could take off.</p>\n<p><b>\"We still really like this stock.\"</b></p>\n<p>In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p>\n<p>Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p>\n<p>Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p>\n<p>On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p>\n<p><b>So what gives?</b></p>\n<p>If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p>\n<p>The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p>\n<p>Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p>\n<p>While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171326275,"gmtCreate":1626707384997,"gmtModify":1703763803371,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Suspect after stock split will down by 5-10% in the next 1 month. Fingers crossed","listText":"Suspect after stock split will down by 5-10% in the next 1 month. Fingers crossed","text":"Suspect after stock split will down by 5-10% in the next 1 month. Fingers crossed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/171326275","repostId":"1158140412","repostType":4,"repost":{"id":"1158140412","kind":"news","pubTimestamp":1626706707,"share":"https://ttm.financial/m/news/1158140412?lang=&edition=fundamental","pubTime":"2021-07-19 22:58","market":"us","language":"en","title":"Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1158140412","media":"The Wall Street Journal","summary":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor ","content":"<blockquote>\n Company’s shares are up nearly 80% over the past year.\n</blockquote>\n<p>The post-pandemic boom in the semiconductor business has powered&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> into the top 10 U.S. public companies, joining the likes of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. and <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co.</p>\n<p>Shares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.</p>\n<p>Nvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.</p>\n<p><img src=\"https://static.tigerbbs.com/0a2dfc657a7a2e2a9bbe106b6235acdf\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/37536c1394d6d2abff0e5bf16fac38f7\" tg-width=\"743\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p>\n<p>One reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.</p>\n<p><img src=\"https://static.tigerbbs.com/a7b124d7af03a69e8f3ff5c70dee93ee\" tg-width=\"755\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p>\n<p>That surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.</p>\n<p>“The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”</p>\n<p>While Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.</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>Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor business has powered NVIDIA Corp into the top 10 U.S. public companies, joining the likes of Apple ...</p>\n\n<a href=\"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158140412","content_text":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor business has powered NVIDIA Corp into the top 10 U.S. public companies, joining the likes of Apple Inc. and JPMorgan Chase & Co.\nShares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.\nNvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.\n\n\nOne reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.\n\nThat surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.\n“The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”\nWhile Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.","news_type":1},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556687184992627","authorId":"3556687184992627","name":"kC247","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556687184992627","authorIdStr":"3556687184992627"},"content":"Agree but long term should be uptrend","text":"Agree but long term should be uptrend","html":"Agree but long term should be uptrend"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156435708,"gmtCreate":1625233732904,"gmtModify":1703739018797,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Now is still Low. Buy now. Else will regret when it hits 900 again&nbsp;","listText":"Now is still Low. Buy now. Else will regret when it hits 900 again&nbsp;","text":"Now is still Low. Buy now. Else will regret when it hits 900 again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156435708","repostId":"1116704209","repostType":4,"repost":{"id":"1116704209","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625233295,"share":"https://ttm.financial/m/news/1116704209?lang=&edition=fundamental","pubTime":"2021-07-02 21:41","market":"us","language":"en","title":"Tesla shares stood at $700 for the first time since May 3","url":"https://stock-news.laohu8.com/highlight/detail?id=1116704209","media":"Tiger Newspress","summary":"Tesla shares stood at $700 for the first time since May 3.\n\nTesla Inc on Friday posted a record 201,","content":"<p>Tesla shares stood at $700 for the first time since May 3.</p>\n<p><img src=\"https://static.tigerbbs.com/75c00bec95ffda8fc80f6a0c562a76ff\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p>\n<p>Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\"></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>Tesla shares stood at $700 for the first time since May 3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares stood at $700 for the first time since May 3\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares stood at $700 for the first time since May 3.</p>\n<p><img src=\"https://static.tigerbbs.com/75c00bec95ffda8fc80f6a0c562a76ff\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p>\n<p>Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116704209","content_text":"Tesla shares stood at $700 for the first time since May 3.\n\nTesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.\nAnalysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156432553,"gmtCreate":1625233697172,"gmtModify":1703739017290,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156432553","repostId":"1116704209","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122426529,"gmtCreate":1624630725261,"gmtModify":1703842264746,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122426529","repostId":"1198714523","repostType":2,"repost":{"id":"1198714523","kind":"news","pubTimestamp":1624611463,"share":"https://ttm.financial/m/news/1198714523?lang=&edition=fundamental","pubTime":"2021-06-25 16:57","market":"us","language":"en","title":"NIO Still Has Significant Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1198714523","media":"seekingalpha","summary":"Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla .Tes","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is already well over a 10-bagger.</li>\n <li>Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.</li>\n <li>There are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>NIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.</p>\n<p>Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).</p>\n<p>Tesla stock had a similar success in 2020, which was capped off by its introduction in the S&amp;P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.</p>\n<p>Nevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.</p>\n<p><b>Automotive disruption</b></p>\n<p>The automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.</p>\n<p>This means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.</p>\n<p>Even though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&amp;P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.</p>\n<p>In short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.</p>\n<p><b>NIO: Chinese Tesla</b></p>\n<p>This opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).</p>\n<p>To that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.</p>\n<p>NIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.</p>\n<p>It is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.</p>\n<p>In any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.</p>\n<p>While there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.</p>\n<p><img src=\"https://static.tigerbbs.com/1373049969409b7fa8a90c380b6204e0\" tg-width=\"570\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.</p>\n<p>BaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.</p>\n<p>Hence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.</p>\n<p><b>Valuation</b></p>\n<p>Some have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.</p>\n<p>Nevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.</p>\n<p>This is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.</p>\n<p>There are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.</p>\n<p>With regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.</p>\n<p>Nevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.</p>\n<p>If NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.</p>\n<p>From that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).</p>\n<p><b>Risks</b></p>\n<p>Of course, there are major risks. Mainly, this thesis is based on two assumptions:</p>\n<ul>\n <li>Tesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;</li>\n <li>NIO is best positioned to most closely track Tesla's business and stock performance.</li>\n</ul>\n<p>Any decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.</p>\n<p>Needless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).</p>\n<p>Additionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.</p>\n<p>The last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.</p>\n<p>Further, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.</p>\n<p>As described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.</p>\n<p><b>Takeaway</b></p>\n<p>In the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.</p>\n<p>However, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.</p>\n<p>NIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.</p>\n<p>While far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.</p>\n<p>This means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.</p>\n<p>The bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Still Has Significant Upside Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Still Has Significant Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436519-nio-still-has-upside-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198714523","content_text":"Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.\nThere are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.\n\nInvestment Thesis\nNIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.\nStill, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).\nTesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.\nNevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.\nAutomotive disruption\nThe automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.\nThis means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.\nEven though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.\nIn short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.\nNIO: Chinese Tesla\nThis opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).\nTo that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.\nNIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.\nIt is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.\nIn any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.\nWhile there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.\n\nNIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.\nBaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.\nHence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.\nValuation\nSome have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.\nNevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.\nThis is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.\nThere are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.\nWith regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.\nNevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.\nIf NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.\nFrom that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).\nRisks\nOf course, there are major risks. Mainly, this thesis is based on two assumptions:\n\nTesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;\nNIO is best positioned to most closely track Tesla's business and stock performance.\n\nAny decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.\nNeedless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).\nAdditionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.\nThe last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.\nFurther, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.\nAs described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.\nTakeaway\nIn the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.\nHowever, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.\nNIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.\nWhile far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.\nThis means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.\nThe bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126001818,"gmtCreate":1624535453334,"gmtModify":1703839628934,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Gotta need some patience&nbsp;","listText":"Gotta need some patience&nbsp;","text":"Gotta need some patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126001818","repostId":"1176854050","repostType":4,"repost":{"id":"1176854050","kind":"news","pubTimestamp":1624506221,"share":"https://ttm.financial/m/news/1176854050?lang=&edition=fundamental","pubTime":"2021-06-24 11:43","market":"us","language":"en","title":"Tesla: A Lesson In Humility","url":"https://stock-news.laohu8.com/highlight/detail?id=1176854050","media":"seekingalpha","summary":"Tesla shares have pulled well back in a months-long period of weakness.With earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.I see Tesla's fundamentals - and valuation - as having improved massively in recent months, and I'm therefore still quite bullish.Finally, the elephant in the room is the descending triangle I noted above, and I’ve added some extra bars at the end of the chart to show what the resolution of the triangle might look like. We can se","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla shares have pulled well back in a months-long period of weakness.</li>\n <li>With earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.</li>\n <li>I see Tesla's fundamentals - and valuation - as having improved massively in recent months, and I'm therefore still quite bullish.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16088600ba424779ab370711976bff68\" tg-width=\"768\" tg-height=\"397\" referrerpolicy=\"no-referrer\"><span>AdrianHancu/iStock Editorial via Getty Images</span></p>\n<p>Sometimes in investing, our thesis, no matter how much we believe in it, doesn’t work. I’ve experienced that countless times personally, and I think pretty much everyone who tries their hand at growing capital through the financial markets does as well. The important thing is not to fall in love with a stock and let it destroy your portfolio, and in the case of EV mothership<b>Tesla</b>(TSLA), I certainly had my fair share of practice at letting go of a failed thesis recently.</p>\n<p>Back inearly April, I said it was time to buy Tesla based upon its fairly reliable history of running higher into earnings announcements. The stock was at $691 at the time and did move higher in the next couple of weeks, but as we can see from the below, the move didn’t stick. That caused me to rethink my position in the short-term with Tesla, and now that we are four weeks out from the next earnings report, we have a different situation on our hands.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54fd49361e0720105b3d38a4c4c88fa1\" tg-width=\"640\" tg-height=\"615\" referrerpolicy=\"no-referrer\"><span>Source: StockCharts</span></p>\n<p>I’ve annotated several things on the daily chart because the situation is quite interesting for Tesla during this critical period leading up to the next earnings release. The first thing I’ll note is that the accumulation/distribution line remains very strong, having never wavered from its prior levels achieved during the massive rally that took place mostly in 2020. That’s a good sign because the bulls and bears remain roughly equally matched despite a share price that has given the bulls every reason to move on.</p>\n<p>Momentum is more of a mixed picture because the PPO and 14-day RSI are both showing some signs of positive divergence, but also signs that bullish momentum is nowhere near high enough to push the stock into another rally phase. On the divergence side, momentum is gradually moving higher while the share price bounces around, indicating that the worst of the selling is likely done, but that we’re in a digestion period. The 14-day RSI hasn’t yet crested the centerline in earnest, which again means that bullish momentum is fairly weak.</p>\n<p>Overall, I’d say momentum is showing what you might expect at this stage, which is that the selling pressure has abated, but we’re not in rally mode. Yet.</p>\n<p>Finally, the elephant in the room is the descending triangle I noted above, and I’ve added some extra bars at the end of the chart to show what the resolution of the triangle might look like. We can see at the current slope of the line that the triangle will likely resolve near the end of July, which just so happens to coincide with the earnings release. This is a bearish pattern so I don’t want to make everything seem like sunshine and lollipops, but the rest of the chart is mixed, so we’ll have to wait and see.</p>\n<p>The earnings report, in my view, is going to be the catalyst one way or the other for the breakout from the triangle. Which direction it will go is anyone’s guess, but I’d be ready for a wild reaction to the earnings release in July.</p>\n<p>If we look at a weekly chart, I see a much rosier picture.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef4525c330221c7768acc84c336cd8ef\" tg-width=\"640\" tg-height=\"615\" referrerpolicy=\"no-referrer\"><span>Source: StockCharts</span></p>\n<p>We can see that the stock ran up massively in 2020 and took with it the accumulation/distribution line, as well as the momentum indicators, as you’d expect. But since the selling began, we see signs that the stock has simply worked off its overbought conditions, which looks bullish to me.</p>\n<p>The 50-week moving average has served as support during this consolidation phase, and it currently stands at $575, so I’d watch that level if we see more selling. On the plus side, the accumulation/distribution line looks beautiful and again, is supportive of this selling being a digestion period rather than the end of the bull market for Tesla.</p>\n<p>Momentum would seem to support that as well, as the PPO and 14-week RSI are back at centerline support. What happens after this is critical, obviously, but the weekly chart doesn’t show Tesla as breaking down on a longer-term basis. The negative divergences we saw since 2020 began have given way to momentum resetting, which often happens before a new bull phase begins. With the earnings report looming in July, and the daily and weekly charts showing different pictures (at least to my eye), it’s going to be an interesting next four weeks for sure.</p>\n<p><b>Fundamentals still bullish</b></p>\n<p>I’d sum up the chart as having a short-term set of challenges for the bulls, but longer-term, I still see Tesla going higher. On a fundamental basis, I think the conclusion is decidedly more bullish. Let’s start with revenue revisions, which have been nothing short of terrific.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7297a6360a43284ab70d4caf12d206f3\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>All years are showing uptrends in revenue revisions, and in particular, the out years. Let us not forget that these positive revisions are occurring during a time when countless startups and internal combustion engine OGs like GM (GM), Ford (F) and Volkswagen (OTCPK:VWAGY) are investing tens of billions of dollars to take market share in EVs. None of this is new and it isn’t like the analyst community is surprised by these investments; Tesla is simply on a tremendous upward trajectory when it comes to growing revenue.</p>\n<p>Canaccordpointed out last week that the Model S Plaid Plus delay was likely due to the 4680 cell design not being ready for prime time. That very well could be the case, and it wouldn’t be the first time Tesla disappointed with a time frame it gave investors. Remember therobo-taxi claim?</p>\n<p>At any rate, the company’s lineup continues to resonate with customers and now that capacity constraints should lessen greatly over the coming years – new factories in a few parts of the world will help – the path of least resistance for Tesla is no doubt higher. This will only get better as Tesla can decrease the per-unit cost of things like the batteries so it can better compete with mainstream automakers on price, and become a mainstream automaker rather than a niche manufacturer for the well-heeled.</p>\n<p>Another thing scale is affording Tesla is monumental progress with profit margins. Below we have trailing-twelve-months gross margins, SG&amp;A costs, and EBIT margin as a percentage of revenue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9effb44d7bda8f3bdb535e80dd1ac0f\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>All three of these lines are moving in the right direction. Gross margins have been rising thanks to higher sales and production volumes, a trend that should continue so long as sales remain robust. In addition, Tesla is spending much less on an SG&amp;A basis than it used to, which again, is the product of higher sales volume. SG&amp;A used to be in the mid-20% range of revenue, which is unsustainable. Today, it’s only 10%, which means operating margins have gone quite positive, and with room to run in the future.</p>\n<p>Margins have always been an easy thing for the bears to point to, but that is simply no longer the case, and if you have a long holding period, the margin situation is going to work out in the bulls’ favor.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6401d5cd793a93d0ed6d36f911abdb15\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>This is all pointing to ever-higher EPS estimates, as we can see above. Analysts continue to try and keep up with Tesla’s upward trajectory, and so long as sales volumes and margins continue their march higher, so will these lines. Again, this is a feather in the cap of the bulls.</p>\n<p><b>Other considerations</b></p>\n<p>Tesla is not for the faint of heart, because it is volatile and we are at a point in the history of the automobile that an EV gold rush of sorts is occurring. Everyone is investing to win once the internal combustion engine is gone, but Tesla has a massive head start on the competition.</p>\n<p>Even so, there are risks to consider. First, Tesla could lose its technology lead over time as legacy manufacturers throw tens of billions of dollars at R&amp;D on battery technology. Tesla is far and away the superior battery maker today, but that does not guarantee it stays that way. To be clear, I don’t see that as a viable outcome in the near-term, but ten years from now? Twenty? It's a risk.</p>\n<p>Another risk is that Tesla uses its stock as a piggy bank, issuing shares to fund R&amp;D, factory construction, and the like.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8f44f661051d87ad3f2906cabe5479d\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>The share count has nearly doubled in the past decade, which is pretty ugly from a shareholders’ perspective, as we usually only see this kind of dilution with REITs or BDCs that issue equity capital as a normal course of business. Manufacturing stocks don’t generally do anything like this, but Tesla has made it work. Still, you have to imagine it is possible that over a decade holding period, you’ll be diluted out of half of your ownership in the company. This also creates an uphill battle for EPS as earnings are spread over more and more shares, so I want to be clear this is an unequivocal negative for shareholders. However, let me now point you to what could possibly be the saving grace for this perma-dilution; free cash flow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0569f35589cc0f82bb006148271df19b\" tg-width=\"640\" tg-height=\"170\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>Tesla’s trailing-twelve-months FCF has improved immensely in recent years, as the company is producing massive amounts of operating cash flow that it never did before, which is owed once again to sales volume and margin growth. Tesla has surpassed the point where it needs to constantly issue capital just to survive because it is creating its own through its operations. This is massively important for the bull case because it means the dilution we’ve seen in recent years<i>shouldn’t</i>be necessary any longer.</p>\n<p>Indeed, if we look at net debt, we can see just how much Tesla’s balance sheet has improved, which again supports not having to dilute shareholders to stay afloat.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49fa413fc33c85d7269e987b2c11c888\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>Net debt has turned into a net cash position of late, with Tesla having nearly $5 billion in cash and equivalents more than debt. Tesla’s financing situation has improved enormously, and that’s good for those of us that are bullish.</p>\n<p><b>Is it cheap?</b></p>\n<p>Not really. But then again revolutionary companies rarely are. The good news is that the price-to-sales ratio has halved since the peak earlier this year, but at 11x forward revenue, I cannot in good conscience call it cheap.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca2d9f38636872d9d508e096e9ac8af8\" tg-width=\"640\" tg-height=\"189\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>However, it is a lot cheaper than it was, and withrevenueslated to rise by more than half this year, and then<i>double</i>again by 2024, you don’t need the multiple to rise for a bullish outlook.</p>\n<p>I’ll reiterate that there are risks to Tesla. The daily chart is leaning slightly bearish with that descending triangle, but we’re heading into the pre-earnings run-up that Tesla<i>usually</i>shines during. The weekly chart is showing signs of digestion rather than rolling over. There are competitive risks that aren’t new and will never go way, but the company is still building great EVs that are resonating with customers. Margins and FCF are booming comparatively speaking, and the stock is at roughly half the valuation it was a few months ago.</p>\n<p>All in all, Tesla almost certainly has a rocky road in front of it, but I’m still bullish given the weight of the evidence.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: A Lesson In Humility</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: A Lesson In Humility\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436295-tesla-a-lesson-in-humility><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla shares have pulled well back in a months-long period of weakness.\nWith earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.\nI see Tesla's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436295-tesla-a-lesson-in-humility\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4436295-tesla-a-lesson-in-humility","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176854050","content_text":"Summary\n\nTesla shares have pulled well back in a months-long period of weakness.\nWith earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.\nI see Tesla's fundamentals - and valuation - as having improved massively in recent months, and I'm therefore still quite bullish.\n\nAdrianHancu/iStock Editorial via Getty Images\nSometimes in investing, our thesis, no matter how much we believe in it, doesn’t work. I’ve experienced that countless times personally, and I think pretty much everyone who tries their hand at growing capital through the financial markets does as well. The important thing is not to fall in love with a stock and let it destroy your portfolio, and in the case of EV mothershipTesla(TSLA), I certainly had my fair share of practice at letting go of a failed thesis recently.\nBack inearly April, I said it was time to buy Tesla based upon its fairly reliable history of running higher into earnings announcements. The stock was at $691 at the time and did move higher in the next couple of weeks, but as we can see from the below, the move didn’t stick. That caused me to rethink my position in the short-term with Tesla, and now that we are four weeks out from the next earnings report, we have a different situation on our hands.\nSource: StockCharts\nI’ve annotated several things on the daily chart because the situation is quite interesting for Tesla during this critical period leading up to the next earnings release. The first thing I’ll note is that the accumulation/distribution line remains very strong, having never wavered from its prior levels achieved during the massive rally that took place mostly in 2020. That’s a good sign because the bulls and bears remain roughly equally matched despite a share price that has given the bulls every reason to move on.\nMomentum is more of a mixed picture because the PPO and 14-day RSI are both showing some signs of positive divergence, but also signs that bullish momentum is nowhere near high enough to push the stock into another rally phase. On the divergence side, momentum is gradually moving higher while the share price bounces around, indicating that the worst of the selling is likely done, but that we’re in a digestion period. The 14-day RSI hasn’t yet crested the centerline in earnest, which again means that bullish momentum is fairly weak.\nOverall, I’d say momentum is showing what you might expect at this stage, which is that the selling pressure has abated, but we’re not in rally mode. Yet.\nFinally, the elephant in the room is the descending triangle I noted above, and I’ve added some extra bars at the end of the chart to show what the resolution of the triangle might look like. We can see at the current slope of the line that the triangle will likely resolve near the end of July, which just so happens to coincide with the earnings release. This is a bearish pattern so I don’t want to make everything seem like sunshine and lollipops, but the rest of the chart is mixed, so we’ll have to wait and see.\nThe earnings report, in my view, is going to be the catalyst one way or the other for the breakout from the triangle. Which direction it will go is anyone’s guess, but I’d be ready for a wild reaction to the earnings release in July.\nIf we look at a weekly chart, I see a much rosier picture.\nSource: StockCharts\nWe can see that the stock ran up massively in 2020 and took with it the accumulation/distribution line, as well as the momentum indicators, as you’d expect. But since the selling began, we see signs that the stock has simply worked off its overbought conditions, which looks bullish to me.\nThe 50-week moving average has served as support during this consolidation phase, and it currently stands at $575, so I’d watch that level if we see more selling. On the plus side, the accumulation/distribution line looks beautiful and again, is supportive of this selling being a digestion period rather than the end of the bull market for Tesla.\nMomentum would seem to support that as well, as the PPO and 14-week RSI are back at centerline support. What happens after this is critical, obviously, but the weekly chart doesn’t show Tesla as breaking down on a longer-term basis. The negative divergences we saw since 2020 began have given way to momentum resetting, which often happens before a new bull phase begins. With the earnings report looming in July, and the daily and weekly charts showing different pictures (at least to my eye), it’s going to be an interesting next four weeks for sure.\nFundamentals still bullish\nI’d sum up the chart as having a short-term set of challenges for the bulls, but longer-term, I still see Tesla going higher. On a fundamental basis, I think the conclusion is decidedly more bullish. Let’s start with revenue revisions, which have been nothing short of terrific.\nSource:Seeking Alpha\nAll years are showing uptrends in revenue revisions, and in particular, the out years. Let us not forget that these positive revisions are occurring during a time when countless startups and internal combustion engine OGs like GM (GM), Ford (F) and Volkswagen (OTCPK:VWAGY) are investing tens of billions of dollars to take market share in EVs. None of this is new and it isn’t like the analyst community is surprised by these investments; Tesla is simply on a tremendous upward trajectory when it comes to growing revenue.\nCanaccordpointed out last week that the Model S Plaid Plus delay was likely due to the 4680 cell design not being ready for prime time. That very well could be the case, and it wouldn’t be the first time Tesla disappointed with a time frame it gave investors. Remember therobo-taxi claim?\nAt any rate, the company’s lineup continues to resonate with customers and now that capacity constraints should lessen greatly over the coming years – new factories in a few parts of the world will help – the path of least resistance for Tesla is no doubt higher. This will only get better as Tesla can decrease the per-unit cost of things like the batteries so it can better compete with mainstream automakers on price, and become a mainstream automaker rather than a niche manufacturer for the well-heeled.\nAnother thing scale is affording Tesla is monumental progress with profit margins. Below we have trailing-twelve-months gross margins, SG&A costs, and EBIT margin as a percentage of revenue.\nSource: TIKR.com\nAll three of these lines are moving in the right direction. Gross margins have been rising thanks to higher sales and production volumes, a trend that should continue so long as sales remain robust. In addition, Tesla is spending much less on an SG&A basis than it used to, which again, is the product of higher sales volume. SG&A used to be in the mid-20% range of revenue, which is unsustainable. Today, it’s only 10%, which means operating margins have gone quite positive, and with room to run in the future.\nMargins have always been an easy thing for the bears to point to, but that is simply no longer the case, and if you have a long holding period, the margin situation is going to work out in the bulls’ favor.\nSource:Seeking Alpha\nThis is all pointing to ever-higher EPS estimates, as we can see above. Analysts continue to try and keep up with Tesla’s upward trajectory, and so long as sales volumes and margins continue their march higher, so will these lines. Again, this is a feather in the cap of the bulls.\nOther considerations\nTesla is not for the faint of heart, because it is volatile and we are at a point in the history of the automobile that an EV gold rush of sorts is occurring. Everyone is investing to win once the internal combustion engine is gone, but Tesla has a massive head start on the competition.\nEven so, there are risks to consider. First, Tesla could lose its technology lead over time as legacy manufacturers throw tens of billions of dollars at R&D on battery technology. Tesla is far and away the superior battery maker today, but that does not guarantee it stays that way. To be clear, I don’t see that as a viable outcome in the near-term, but ten years from now? Twenty? It's a risk.\nAnother risk is that Tesla uses its stock as a piggy bank, issuing shares to fund R&D, factory construction, and the like.\nSource: TIKR.com\nThe share count has nearly doubled in the past decade, which is pretty ugly from a shareholders’ perspective, as we usually only see this kind of dilution with REITs or BDCs that issue equity capital as a normal course of business. Manufacturing stocks don’t generally do anything like this, but Tesla has made it work. Still, you have to imagine it is possible that over a decade holding period, you’ll be diluted out of half of your ownership in the company. This also creates an uphill battle for EPS as earnings are spread over more and more shares, so I want to be clear this is an unequivocal negative for shareholders. However, let me now point you to what could possibly be the saving grace for this perma-dilution; free cash flow.\nSource: TIKR.com\nTesla’s trailing-twelve-months FCF has improved immensely in recent years, as the company is producing massive amounts of operating cash flow that it never did before, which is owed once again to sales volume and margin growth. Tesla has surpassed the point where it needs to constantly issue capital just to survive because it is creating its own through its operations. This is massively important for the bull case because it means the dilution we’ve seen in recent yearsshouldn’tbe necessary any longer.\nIndeed, if we look at net debt, we can see just how much Tesla’s balance sheet has improved, which again supports not having to dilute shareholders to stay afloat.\nSource: TIKR.com\nNet debt has turned into a net cash position of late, with Tesla having nearly $5 billion in cash and equivalents more than debt. Tesla’s financing situation has improved enormously, and that’s good for those of us that are bullish.\nIs it cheap?\nNot really. But then again revolutionary companies rarely are. The good news is that the price-to-sales ratio has halved since the peak earlier this year, but at 11x forward revenue, I cannot in good conscience call it cheap.\nSource: TIKR.com\nHowever, it is a lot cheaper than it was, and withrevenueslated to rise by more than half this year, and thendoubleagain by 2024, you don’t need the multiple to rise for a bullish outlook.\nI’ll reiterate that there are risks to Tesla. The daily chart is leaning slightly bearish with that descending triangle, but we’re heading into the pre-earnings run-up that Teslausuallyshines during. The weekly chart is showing signs of digestion rather than rolling over. There are competitive risks that aren’t new and will never go way, but the company is still building great EVs that are resonating with customers. Margins and FCF are booming comparatively speaking, and the stock is at roughly half the valuation it was a few months ago.\nAll in all, Tesla almost certainly has a rocky road in front of it, but I’m still bullish given the weight of the evidence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121333626,"gmtCreate":1624453112665,"gmtModify":1703837109776,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Why not just get both! :D&nbsp;But do take note while Tesla is reducing&nbsp;cost by not having advertising department, Nio is splurging on Nio houses. While Tesla aims to have cheaper cars, Nio dreams to be the BMW in China by charging more. And we haven’t gone into the technicalities of the car…&nbsp;","listText":"Why not just get both! :D&nbsp;But do take note while Tesla is reducing&nbsp;cost by not having advertising department, Nio is splurging on Nio houses. While Tesla aims to have cheaper cars, Nio dreams to be the BMW in China by charging more. And we haven’t gone into the technicalities of the car…&nbsp;","text":"Why not just get both! :D But do take note while Tesla is reducing cost by not having advertising department, Nio is splurging on Nio houses. While Tesla aims to have cheaper cars, Nio dreams to be the BMW in China by charging more. And we haven’t gone into the technicalities of the car…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/121333626","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","kind":"news","pubTimestamp":1624433586,"share":"https://ttm.financial/m/news/1145825451?lang=&edition=fundamental","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</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 I Believe NIO Will Beat Out Tesla</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 I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568890919326854","authorId":"3568890919326854","name":"ils","avatar":"https://static.tigerbbs.com/6a72854f276a4356cfa05e00cab8f047","crmLevel":4,"crmLevelSwitch":0,"idStr":"3568890919326854","authorIdStr":"3568890919326854"},"content":"Nio has backing from the government","text":"Nio has backing from the government","html":"Nio has backing from the government"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163008174,"gmtCreate":1623852479898,"gmtModify":1703821457761,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"What is $TSLA? EV company, solar company, battery company, car manufacturing, AI company, taxi company… I think is everything… $2000 in 2-3 years","listText":"What is $TSLA? EV company, solar company, battery company, car manufacturing, AI company, taxi company… I think is everything… $2000 in 2-3 years","text":"What is $TSLA? EV company, solar company, battery company, car manufacturing, AI company, taxi company… I think is everything… $2000 in 2-3 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163008174","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://ttm.financial/m/news/1105892749?lang=&edition=fundamental","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p>\n<p>Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p>\n<p>That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p>\n<p>Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p>\n<p>“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p>\n<p>Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p>\n<p>Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p>\n<p>Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p>\n<p>Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p>\n<p>Delaney rates shares Buy and has an $860 price target.</p>\n<p>New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p>\n<p>Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.</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 Bulls Look for Stock Catalysts. They Found Three.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169778423,"gmtCreate":1623852296162,"gmtModify":1703821446767,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Though won’t be as hiong as last year, I guess we will still continue to go up till end of this year.&nbsp;","listText":"Though won’t be as hiong as last year, I guess we will still continue to go up till end of this year.&nbsp;","text":"Though won’t be as hiong as last year, I guess we will still continue to go up till end of this year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169778423","repostId":"2143179480","repostType":4,"repost":{"id":"2143179480","kind":"news","pubTimestamp":1623850654,"share":"https://ttm.financial/m/news/2143179480?lang=&edition=fundamental","pubTime":"2021-06-16 21:37","market":"us","language":"en","title":"3 historic precedents show tech stocks will go higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2143179480","media":"Yahoo Finance","summary":"After a strong year in technology (Nasdaq Composite up +43.6% in 2020), it is perfectly normal to se","content":"<p>After a strong year in technology (Nasdaq Composite up +43.6% in 2020), it is perfectly normal to see the market consolidate and correct those large gains. Coming out of these corrections, it is common to see another leg higher in the market, and there are three historical precedents that demonstrate that.</p> \n<p>You might be thinking “What correction? The S&amp;P 500 closed at an all-time high last week.” Please keep in mind I’m referring to growth stocks, which have clearly been in a correction since early February of this year.</p> \n<p>The first example is 1995. That year, the Nasdaq Composite was up +40% and the rally continued into May 1996. After correcting close to 20%, the next move higher began in September 1996, and ultimately accelerated into the great bull market of the late 1990s.</p> \n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f3528ebd806cab170d5527a8c6944ab\" tg-width=\"705\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>Chart is provided by MarketSmith</span></p> \n<p>In 2003, the Nasdaq Composite gained +50% and eventually peaked in January 2004. After consolidating for seven months, the next leg up began in September 2004. According toMike Cintolo, Chief Analyst at Cabot Growth Investor, “The upmove after that didn’t get far into new high ground, but it was an excellent stretch. That’s when Apple (AAPL) and Google (GOOG,GOOGL) really began their mega-runs.”</p> \n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82392c6ea25ffbff91d45712b387f1fa\" tg-width=\"705\" tg-height=\"492\" referrerpolicy=\"no-referrer\"><span>Chart is provided by MarketSmith</span></p> \n<p>Finally, in 2009, the Nasdaq Composite rose +44% and continued into April 2010. After a four-month correction, the index resumed its advance in September 2010, and then gained over +30% into early 2011. More importantly, for growth stock traders, many stocks such as Lululemon (LULU) and Chipotle Mexican Grill (CMG) saw triple-digit gains during that run.</p> \n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67fbdf1aff349383d3e422173fa53dff\" tg-width=\"705\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>Chart is provided by MarketSmith</span></p> \n<p>These three historical precedents provide a decent blueprint for today’s Nasdaq Composite. Last year’s gain carried into this year before peaking in February. Since then, the index has corrected for approximately four months, and is now looking to make another move higher. We still have to get through a few events in June such as the Fed meeting this week, the annual Russell 2000 rebalancing on June 25, and normal end of the quarter portfolio adjustments. There could be some volatility around these events, but eventually, it looks like technology is ready for the next leg higher. It could begin in early July as the market starts to anticipate the next round of earnings reports.</p> \n<p>Regarding the upcoming Fed meeting, it seems like market participants have had the same fears before every recent meeting. They are worried the Fed will hint at “tapering” or slowing down their monthly bond purchases, and eventually map out a course for raising interest rates. Fed Chair Powell has made it perfectly clear that he will take his time with this process, and I don’t see anything being done until early 2022. Many people might disagree with the Fed’s actions because several economic measures are back to pre-pandemic levels; however, the Fed would rather be late in normalizing rates than early. Don’t argue with it — take advantage of this equity friendly environment.</p> \n<p>If there’s an unforeseen event that causes the market to stall over the next few months, it’s possible the next leg higher could be delayed until the fourth quarter. Either way, I wouldn’t see any sustained downside because there’s so much liquidity in the markets, and sentiment gets very negative very quickly on any minor decline. For example, during the Nasdaq Composite’s -5% drop in early May, equity put buying spiked to levels not seen since late October, right before the last presidential election. From a contrarian point of view, this constant one-foot-out-the-door mentality helps to keep a floor to the market when overall fear rises.</p> \n<p>Whether the next move higher starts in July or later this year, these three historical precedents show that we are likely to come out of the recent correction in technology with a new, sustained uptrend. Potential growth sectors to focus on are Semiconductors, Medical Products, and Software.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 historic precedents show tech stocks will go higher</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 historic precedents show tech stocks will go higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 21:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/3-historic-precedents-show-tech-stocks-will-go-higher-133034044.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a strong year in technology (Nasdaq Composite up +43.6% in 2020), it is perfectly normal to see the market consolidate and correct those large gains. Coming out of these corrections, it is ...</p>\n\n<a href=\"https://finance.yahoo.com/news/3-historic-precedents-show-tech-stocks-will-go-higher-133034044.html\">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",".IXIC":"NASDAQ Composite","GOOG":"谷歌","SPY.AU":"SPDR® S&P 500® ETF Trust","GOOGL":"谷歌A"},"source_url":"https://finance.yahoo.com/news/3-historic-precedents-show-tech-stocks-will-go-higher-133034044.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2143179480","content_text":"After a strong year in technology (Nasdaq Composite up +43.6% in 2020), it is perfectly normal to see the market consolidate and correct those large gains. Coming out of these corrections, it is common to see another leg higher in the market, and there are three historical precedents that demonstrate that.\nYou might be thinking “What correction? The S&P 500 closed at an all-time high last week.” Please keep in mind I’m referring to growth stocks, which have clearly been in a correction since early February of this year.\nThe first example is 1995. That year, the Nasdaq Composite was up +40% and the rally continued into May 1996. After correcting close to 20%, the next move higher began in September 1996, and ultimately accelerated into the great bull market of the late 1990s.\nChart is provided by MarketSmith\nIn 2003, the Nasdaq Composite gained +50% and eventually peaked in January 2004. After consolidating for seven months, the next leg up began in September 2004. According toMike Cintolo, Chief Analyst at Cabot Growth Investor, “The upmove after that didn’t get far into new high ground, but it was an excellent stretch. That’s when Apple (AAPL) and Google (GOOG,GOOGL) really began their mega-runs.”\nChart is provided by MarketSmith\nFinally, in 2009, the Nasdaq Composite rose +44% and continued into April 2010. After a four-month correction, the index resumed its advance in September 2010, and then gained over +30% into early 2011. More importantly, for growth stock traders, many stocks such as Lululemon (LULU) and Chipotle Mexican Grill (CMG) saw triple-digit gains during that run.\nChart is provided by MarketSmith\nThese three historical precedents provide a decent blueprint for today’s Nasdaq Composite. Last year’s gain carried into this year before peaking in February. Since then, the index has corrected for approximately four months, and is now looking to make another move higher. We still have to get through a few events in June such as the Fed meeting this week, the annual Russell 2000 rebalancing on June 25, and normal end of the quarter portfolio adjustments. There could be some volatility around these events, but eventually, it looks like technology is ready for the next leg higher. It could begin in early July as the market starts to anticipate the next round of earnings reports.\nRegarding the upcoming Fed meeting, it seems like market participants have had the same fears before every recent meeting. They are worried the Fed will hint at “tapering” or slowing down their monthly bond purchases, and eventually map out a course for raising interest rates. Fed Chair Powell has made it perfectly clear that he will take his time with this process, and I don’t see anything being done until early 2022. Many people might disagree with the Fed’s actions because several economic measures are back to pre-pandemic levels; however, the Fed would rather be late in normalizing rates than early. Don’t argue with it — take advantage of this equity friendly environment.\nIf there’s an unforeseen event that causes the market to stall over the next few months, it’s possible the next leg higher could be delayed until the fourth quarter. Either way, I wouldn’t see any sustained downside because there’s so much liquidity in the markets, and sentiment gets very negative very quickly on any minor decline. For example, during the Nasdaq Composite’s -5% drop in early May, equity put buying spiked to levels not seen since late October, right before the last presidential election. From a contrarian point of view, this constant one-foot-out-the-door mentality helps to keep a floor to the market when overall fear rises.\nWhether the next move higher starts in July or later this year, these three historical precedents show that we are likely to come out of the recent correction in technology with a new, sustained uptrend. Potential growth sectors to focus on are Semiconductors, Medical Products, and Software.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184066308,"gmtCreate":1623678392704,"gmtModify":1704208452310,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Been holding RDS since sept. Time to fly higher and further!","listText":"Been holding RDS since sept. Time to fly higher and further!","text":"Been holding RDS since sept. Time to fly higher and further!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184066308","repostId":"1172057691","repostType":4,"repost":{"id":"1172057691","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623672122,"share":"https://ttm.financial/m/news/1172057691?lang=&edition=fundamental","pubTime":"2021-06-14 20:02","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1172057691","media":"Tiger Newspress","summary":"U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a ","content":"<p>U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.</p>\n<p>At 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&amp;P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.</p>\n<p>The three major indices closed just higher Friday, with the broad-based S&amp;P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.</p>\n<p>The Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.</p>\n<p>Crude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.</p>\n<p>U.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Novavax(NVAX)</b> – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.</p>\n<p><b>Lordstown Motors(RIDE) </b>– The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.</p>\n<p><b>Phillips(PHG)</b> – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.</p>\n<p><b>Chipotle Mexican Grill(CMG)</b> – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.</p>\n<p><b>Ferrari(RACE)</b> – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.</p>\n<p><b>GlaxoSmithKline(GSK)</b> – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.</p>\n<p><b>AstraZeneca(AZN) </b>– The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.</p>\n<p><b>Royal Dutch Shell(RDS.A)</b> – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.</p>\n<p><b>Oatly(OTLY) </b>– The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.</p>\n<p><b>Qualcomm(QCOM)</b> – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.</p>\n<p><b>Equinix(EQIX)</b> – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.</p>\n<p><b>NextGen Acquisition(NGAC) </b>– The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.</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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-14 20:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.</p>\n<p>At 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&amp;P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.</p>\n<p>The three major indices closed just higher Friday, with the broad-based S&amp;P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.</p>\n<p>The Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.</p>\n<p>Crude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.</p>\n<p>U.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>Novavax(NVAX)</b> – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.</p>\n<p><b>Lordstown Motors(RIDE) </b>– The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.</p>\n<p><b>Phillips(PHG)</b> – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.</p>\n<p><b>Chipotle Mexican Grill(CMG)</b> – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.</p>\n<p><b>Ferrari(RACE)</b> – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.</p>\n<p><b>GlaxoSmithKline(GSK)</b> – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.</p>\n<p><b>AstraZeneca(AZN) </b>– The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.</p>\n<p><b>Royal Dutch Shell(RDS.A)</b> – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.</p>\n<p><b>Oatly(OTLY) </b>– The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.</p>\n<p><b>Qualcomm(QCOM)</b> – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.</p>\n<p><b>Equinix(EQIX)</b> – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.</p>\n<p><b>NextGen Acquisition(NGAC) </b>– The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RACE":"法拉利","GSK":"葛兰素史克","EQIX":"易昆尼克斯","AZN":"阿斯利康","NVAX":"诺瓦瓦克斯医药","RDS.A":"荷兰皇家壳牌石油A类股","OTLY":"Oatly Group AB","QCOM":"高通","CMG":"墨式烧烤","PHG":"飞利浦"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172057691","content_text":"U.S. stocks are seen opening marginally higher Monday, remaining near record levels, heading into a week that includes a keenly-awaited Federal Reserve meeting.\nAt 7 AM ET (1200 GMT), the Dow futures contract was up just 5 points, or less than 0.1%, S&P 500 futures traded 3 points, or 0.1%, higher, and Nasdaq 100 futures climbed 50 points, or 0.3%.\nThe three major indices closed just higher Friday, with the broad-based S&P 500 ending up 0.2%, at a new record high. The blue-chip Dow gained under 0.1% while the tech-heavy Nasdaq Composite closed 0.4% higher, helped by a rotation back into growth names.\nThe Fed’s two-day policy meeting, ending Wednesday, will likely limit activity in the early part of the week. The central bank is not expected to take any immediate action, but investors will be focusing on the statement to see whether the policy makers open discussions about how and when to taper the $120 billion in monthly central bank bond purchases.\nCrude oil prices pushed higher Monday, trading near multi-year highs, helped by an improved outlook for demand as increased Covid-19 vaccinations push global travel back to near normalcy.\nU.S. daily air travelers have topped 2 million for the first time since the pandemic began with traffic returning to pre-pandemic levels in North America and much of Europe as lockdowns and other restrictions are being eased, although the U.K. could throw a spanner in the works later Monday.\nStocks making the biggest moves in the premarket:\nNovavax(NVAX) – The drugmaker said its Covid-19 vaccine proved 90% effective overall in a late-stage trial, and 93% effective against the most predominant variants of the virus. It also provided 100% protection against moderate and severe disease. Novavax shares surged 10.4% in premarket trading.\nLordstown Motors(RIDE) – The electric truck maker announced the resignation of CEO Steve Burns and CFO Julio Rodriguez, days after the company warned there was doubt it could continue as a going concern. Lordstown has engaged a search firm to find replacements for Burns and Rodriguez. Shares tumbled 8% in the premarket.\nPhillips(PHG) – Phillips shares slid 4.3% in premarket action after saying it would recall up to 4 million CPAP machines due to potential toxicity risks. The foam used in the sleep apnea treatment devices could degrade and potentially become toxic. The Dutch medical equipment company is the largest producer of CPAP machines.\nChipotle Mexican Grill(CMG) – Raymond James upgraded the restaurant chain’s shares to “strong buy” from “outperform”, predicting that recent menu price increases would push second-half profit well beyond consensus forecasts. Chipotle shares gained 1.4% in the premarket.\nFerrari(RACE) – Goldman Sachs gave the automaker’s stock a double downgrade, moving its rating to “sell” from “buy”, noting increased capital spending and a limited scope for positive earnings revisions. Ferrari fell 2.7% in the premarket.\nGlaxoSmithKline(GSK) – The drugmaker is collaborating with clinical-stage biopharmaceutical companyiTeos Therapeutics(ITOS) to develop and commercialize EOS-448, a monoclonal antibody in early-stage development as a possible cancer treatment. iTeos soared 60.4% in the premarket.\nAstraZeneca(AZN) – The drugmaker’s Covid-19 vaccine has a favorable risk/reward profile for all age groups and particularly for those 60 years and older, according to the head of the European Medicines Agency’s Covid-19 task force. Marco Cavaleri said his quote in an Italian newspaper saying the vaccine should not be given to those over 60 was not interpreted correctly.\nRoyal Dutch Shell(RDS.A) – The energy giant is considering a sale of shale assets in Texas, according to people familiar with the matter who spoke to Reuters. Such a could be worth more than $10 billion. Shares gained 2% in premarket trading.\nOatly(OTLY) – The oat milk maker received a mixed batch of initial ratings from a handful of investment firms. Oatly received ratings of “perform” (Oppenheimer), “outperform” (Credit Suisse), “equal-weight” (Morgan Stanley), “overweight” (Piper Sandler), “buy” (Jefferies, Guggenheim), “neutral” (JPMorgan Chase) and “sector perform” (RBC Capital). All agree on growth prospects for Oatly – but some firms feel those prospects are already priced into the stock.\nQualcomm(QCOM) – Qualcomm is prepared to invest in UK chipmaker Arm if its $40 billion deal to be acquired byNvidia(NVDA) is blocked by regulators, according to the Telegraph newspaper quoting CEO Cristiano Amon.\nEquinix(EQIX) – Equinix struck a deal for additional joint ventures with Singapore’s sovereign wealth fund to expand its data center operations there. The deal will see the fund invest an additional $3.9 billion, bringing the total investment to more than $6.9 billion.\nNextGen Acquisition(NGAC) – The special purpose acquisition company is in advanced talks to take Sir Richard Branson’s Virgin Orbit public, according to Sky News. Sky said a deal valuing Virgin Orbit at about $3 billion could be announced within the coming weeks. NextGen shares gained 1.9% in the premarket.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184061801,"gmtCreate":1623678335403,"gmtModify":1704208450193,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Growth stocks to the moon!!&nbsp;","listText":"Growth stocks to the moon!!&nbsp;","text":"Growth stocks to the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184061801","repostId":"1167257883","repostType":4,"repost":{"id":"1167257883","kind":"news","pubTimestamp":1623677550,"share":"https://ttm.financial/m/news/1167257883?lang=&edition=fundamental","pubTime":"2021-06-14 21:32","market":"us","language":"en","title":"S&P 500 hovers near a record with Fed meeting looming, tech shares gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1167257883","media":"cnbc","summary":"The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level h","content":"<div>\n<p>The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level heading into a week with a key Federal Reserve meeting.\nThe broad equity benchmark traded near the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.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>S&P 500 hovers near a record with Fed meeting looming, tech shares gain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nS&P 500 hovers near a record with Fed meeting looming, tech shares gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 21:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level heading into a week with a key Federal Reserve meeting.\nThe broad equity benchmark traded near the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1167257883","content_text":"The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level heading into a week with a key Federal Reserve meeting.\nThe broad equity benchmark traded near the flatline after closing at a record high in the previous session. The Dow Jones Industrial Average slipped 45 points. The Nasdaq Composite gained 0.1%.\nInvestors are giving growth and tech stocks another chance as bond yields come down. The 10-year Treasury went below 1.43% on Friday, a three-month low. Cathie Wood’s Ark Innovation, an ETF that focuses on disruptive technology,returned about 6% last week.\nBoosting cryptocurrency sentiment, Tesla CEO Elon Musk on Sundaysaid the company will resume bitcointransactions once it confirms there is reasonable clean energy usage by miners. Bitcoinrecovered back above$40,000 on the news.\nTesla, also a big holder of bitcoin, gained about 1%. Other key tech stocks Nvidia and Zoom also rose.\nThe Fed’s two-day policy meeting will likelydominate investor behavior this week. Although the central bank is not expected to take any action, its forecasts for interest rates, inflation and the economy could move the markets. The Fed could possibly move up its forecast for a rate hike after saying in its last quarterly update that it would keep its benchmark rate near zero through 2023,the Wall Street Journal reportedon Monday.\nFed Chairman Jerome Powell speaks to the press after the central bank issues its statement Wednesday and traders will be parsing his comments for any clues as to when the Fed could start to end its aggressive monthly asset purchases, especially given recenthotter-than-expected inflation readings.\n“Considering the recent outsized inflation reports, the Federal Reserve’s meeting this week will be scrutinized for any telltale sign the Fed’s timetable for either raising the Funds Rate or tapering QE is being moved forward,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC.\n“Any evidence suggesting monetary tightening is being moved forward will likely bring volatility to the stock market,” added Paulsen.\nU.S. stocks ended last week with a record closing high for the S&P 500 and the beginning of a rotation back into growth names.\nLast week, the 30-stock Dow Jones Industrial Average fell 0.8%, but the S&P 500 rose 0.4%, for its third straight positive week. The Nasdaq Composite was the outperformer with a gain of nearly 1.9%, posting its fourth winning week in a row as the tech trade came back into favor.\n“Because the S&P 500 Index reached yet another new record high last week, investors will be watching to see if this signals even higher levels near term,” said Paulsen.\nMeme stocks also garnered attention last week. AMC Entertainment, Clover Health Investments, GameStop and more experienced volatile trading as the group continued to get attention from the social media investors on Reddit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182983322,"gmtCreate":1623550563166,"gmtModify":1704205862268,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Talc long term won’t go wrong.&nbsp;","listText":"Talc long term won’t go wrong.&nbsp;","text":"Talc long term won’t go wrong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182983322","repostId":"1135185071","repostType":4,"repost":{"id":"1135185071","kind":"news","pubTimestamp":1623425954,"share":"https://ttm.financial/m/news/1135185071?lang=&edition=fundamental","pubTime":"2021-06-11 23:39","market":"us","language":"en","title":"Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188582569,"gmtCreate":1623455065851,"gmtModify":1704203971103,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Very possible. Given how powerful AWS is","listText":"Very possible. Given how powerful AWS is","text":"Very possible. Given how powerful AWS is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188582569","repostId":"2142524078","repostType":4,"repost":{"id":"2142524078","kind":"highlight","pubTimestamp":1623379800,"share":"https://ttm.financial/m/news/2142524078?lang=&edition=fundamental","pubTime":"2021-06-11 10:50","market":"us","language":"en","title":"Prediction: Amazon Will Hit $10,000 by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2142524078","media":"Motley Fool","summary":"Amazon at $10,000 in four years might sound outrageous, but it's actually saner than you realize.","content":"<p>The stock market offers few guarantees. However, there is <a href=\"https://laohu8.com/S/AONE\">one</a> exception: Change is constant.</p>\n<p>Looking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle every five or 10 years. Innovation, competitive advantages, and acquisitions, among other factors, regularly crown new superstars and pull the rug out from beneath widely held companies.</p>\n<p>It's my belief that e-commerce giant <b>Amazon</b> (NASDAQ:AMZN) is on track to soon surpass both <b>Microsoft</b>&nbsp;and <b>Apple</b>&nbsp;to become the largest publicly traded company. And that's not all. Between now and 2025, I predict Amazon will hit $10,000 a share. This would give the company a $5 trillion market cap.</p>\n<p>Sound outrageous or too good to be true? I'm about to show you why $10,000 by 2025 is saner than you think.</p>\n<h2>Amazon's online market share is unrivaled</h2>\n<p>Let's start by examining Amazon's two (yes, <i>two</i>) dominant operating models.</p>\n<p>Most people are probably very familiar with Amazon's online marketplace. According to data found on statistics-aggregator Statista, nearly 215 million people visited Amazon's online sites in December 2019. We can probably safely assume this figure moved substantially higher throughout 2020, with consumers stuck in their homes due to the coronavirus pandemic.</p>\n<p>Yet this isn't the jaw-dropping figure. What's even more impressive is that Amazon controls an estimated 40.4% of all online sales in the U.S., according to an April 2021 report from eMarketer. Think about this for a moment: $0.40 of every $1 spent online in the U.S. is being routed through Amazon, and the company's market share keeps inching higher.</p>\n<p>While it's great to be the go-to source for e-commerce, Amazon is also acutely aware of how razor thin retail margins can be. It's helped offset this by pushing its Prime membership.</p>\n<p>With Prime, members enjoy free two-day shipping, the unlimited streaming of movies and videos on Prime Video, and multiple deals and discounts when shopping. For Amazon, Prime helps the company generate tens of billions of dollars in additional revenue. With more than 200 million Prime members worldwide, Amazon is able to use the revenue from Prime to undercut brick-and-mortar retailers on price. It also doesn't hurt that Prime members have added incentive to spend more and to stay within Amazon's ecosystem of products and services.</p>\n<h2>AWS is becoming a more important puzzle piece</h2>\n<p>But Amazon is about far more than just its dominant online marketplace. The company's cloud infrastructure segment, Amazon Web Services (AWS), is also an absolute beast.</p>\n<p>According to global technology-analysis company Canalys, worldwide cloud revenue spending in the first quarter of 2021 totaled $41.8 billion. Of that nearly $42 billion, Google Cloud (a division of <b>Alphabet</b>) accounted for 7%, Microsoft Azure was responsible for 19%, and AWS stood tall with a 32% market share!</p>\n<p>With the pandemic wreaking havoc on traditional workplaces, businesses of all sizes have been pushing online and into the cloud to reach customers. That's meant sustainably high demand for AWS, which provides everything from database storage and content delivery to advanced analytics and management tools.</p>\n<p>How impressive has AWS been for Amazon? During the worst economic downturn in decades in 2020, AWS <i>still</i> grew sales by 30%. Revenue jumped another 32% in the first quarter of 2021, which pushed its annual sales run rate to about $54 billion.</p>\n<p>What's important to realize about AWS is that the margins associated with cloud infrastructure services are light years higher than Amazon's online marketplace. Even though AWS accounted for \"just\" $13.5 billion of the company's $108.5 billion in net sales in Q1 2021, it produced close to $4.2 billion in operating income. Amazon's other businesses, which yielded $95 billion in revenue, produced only $4.7 billion in operating income. In short, as AWS grows into a large percentage of total sales, operating income and cash flow will grow at a much faster rate than the company's total sales.</p>\n<h2>Amazon at $10,000 by 2025 is a very real possibility</h2>\n<p>Here's where things get interesting. It's no secret that Amazon's valuation doesn't make much sense using traditional fundamental analysis. This is to say that its price-to-earnings ratio and book value have always been in nosebleed territory. However, neither measure serves much purpose when we're talking about a nontraditional, fast-growing business. Since Amazon chooses to reinvest a majority of its capital, operating cash flow and historic operating cash flow multiples are considerably better measures of value for the company.</p>\n<p>Dating back to 2010, Amazon has ended each of the past 11 years at a multiple relative to its operating cash flow of between 23 and 37. Again, from a fundamental perspective, this might seem high. But given Amazon's utter dominance in e-commerce and cloud infrastructure services, it's a multiple that Wall Street and investors have been perfectly willing to support for more than a decade.</p>\n<p>As we look to 2021 and beyond, Wall Street is crystal clear that it expects AWS to help more than double Amazon's cash flow per share. Keeping in mind that estimates are fluid, here's what analysts are looking for, in terms of cash flow per share, through 2025, courtesy of <b>FactSet</b>:</p>\n<ul>\n <li><b>2021:</b> $153.73 consensus cash flow per share (CFPS)</li>\n <li><b>2022:</b> $192.99 consensus CFPS</li>\n <li><b>2023:</b> $234.91 consensus CFPS</li>\n <li><b>2024:</b> $294.30 consensus CFPS</li>\n <li><b>2025:</b> $341.70 consensus CFPS</li>\n</ul>\n<p>If Amazon were to simply remain valued at the median of its operating cash flow multiple (30) over the past 11 years (the midpoint between 23 and 37), the $341.70 in CFPS that it's estimated by Wall Street to bring in by 2025 would lead to a share price of (drum roll) $10,251.</p>\n<p>Amazon at $10,000 might seem like a pie-in-the-sky number, but it would be right in line with how investors have always valued the company. As long as AWS keeps growing by close to 30%, Amazon at $10,000 by 2025 becomes a very achievable target over the next four years.</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>Prediction: Amazon Will Hit $10,000 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\">\nPrediction: Amazon Will Hit $10,000 by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market offers few guarantees. However, there is one exception: Change is constant.\nLooking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/\">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","03086":"华夏纳指","AMZN":"亚马逊","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142524078","content_text":"The stock market offers few guarantees. However, there is one exception: Change is constant.\nLooking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle every five or 10 years. Innovation, competitive advantages, and acquisitions, among other factors, regularly crown new superstars and pull the rug out from beneath widely held companies.\nIt's my belief that e-commerce giant Amazon (NASDAQ:AMZN) is on track to soon surpass both Microsoft and Apple to become the largest publicly traded company. And that's not all. Between now and 2025, I predict Amazon will hit $10,000 a share. This would give the company a $5 trillion market cap.\nSound outrageous or too good to be true? I'm about to show you why $10,000 by 2025 is saner than you think.\nAmazon's online market share is unrivaled\nLet's start by examining Amazon's two (yes, two) dominant operating models.\nMost people are probably very familiar with Amazon's online marketplace. According to data found on statistics-aggregator Statista, nearly 215 million people visited Amazon's online sites in December 2019. We can probably safely assume this figure moved substantially higher throughout 2020, with consumers stuck in their homes due to the coronavirus pandemic.\nYet this isn't the jaw-dropping figure. What's even more impressive is that Amazon controls an estimated 40.4% of all online sales in the U.S., according to an April 2021 report from eMarketer. Think about this for a moment: $0.40 of every $1 spent online in the U.S. is being routed through Amazon, and the company's market share keeps inching higher.\nWhile it's great to be the go-to source for e-commerce, Amazon is also acutely aware of how razor thin retail margins can be. It's helped offset this by pushing its Prime membership.\nWith Prime, members enjoy free two-day shipping, the unlimited streaming of movies and videos on Prime Video, and multiple deals and discounts when shopping. For Amazon, Prime helps the company generate tens of billions of dollars in additional revenue. With more than 200 million Prime members worldwide, Amazon is able to use the revenue from Prime to undercut brick-and-mortar retailers on price. It also doesn't hurt that Prime members have added incentive to spend more and to stay within Amazon's ecosystem of products and services.\nAWS is becoming a more important puzzle piece\nBut Amazon is about far more than just its dominant online marketplace. The company's cloud infrastructure segment, Amazon Web Services (AWS), is also an absolute beast.\nAccording to global technology-analysis company Canalys, worldwide cloud revenue spending in the first quarter of 2021 totaled $41.8 billion. Of that nearly $42 billion, Google Cloud (a division of Alphabet) accounted for 7%, Microsoft Azure was responsible for 19%, and AWS stood tall with a 32% market share!\nWith the pandemic wreaking havoc on traditional workplaces, businesses of all sizes have been pushing online and into the cloud to reach customers. That's meant sustainably high demand for AWS, which provides everything from database storage and content delivery to advanced analytics and management tools.\nHow impressive has AWS been for Amazon? During the worst economic downturn in decades in 2020, AWS still grew sales by 30%. Revenue jumped another 32% in the first quarter of 2021, which pushed its annual sales run rate to about $54 billion.\nWhat's important to realize about AWS is that the margins associated with cloud infrastructure services are light years higher than Amazon's online marketplace. Even though AWS accounted for \"just\" $13.5 billion of the company's $108.5 billion in net sales in Q1 2021, it produced close to $4.2 billion in operating income. Amazon's other businesses, which yielded $95 billion in revenue, produced only $4.7 billion in operating income. In short, as AWS grows into a large percentage of total sales, operating income and cash flow will grow at a much faster rate than the company's total sales.\nAmazon at $10,000 by 2025 is a very real possibility\nHere's where things get interesting. It's no secret that Amazon's valuation doesn't make much sense using traditional fundamental analysis. This is to say that its price-to-earnings ratio and book value have always been in nosebleed territory. However, neither measure serves much purpose when we're talking about a nontraditional, fast-growing business. Since Amazon chooses to reinvest a majority of its capital, operating cash flow and historic operating cash flow multiples are considerably better measures of value for the company.\nDating back to 2010, Amazon has ended each of the past 11 years at a multiple relative to its operating cash flow of between 23 and 37. Again, from a fundamental perspective, this might seem high. But given Amazon's utter dominance in e-commerce and cloud infrastructure services, it's a multiple that Wall Street and investors have been perfectly willing to support for more than a decade.\nAs we look to 2021 and beyond, Wall Street is crystal clear that it expects AWS to help more than double Amazon's cash flow per share. Keeping in mind that estimates are fluid, here's what analysts are looking for, in terms of cash flow per share, through 2025, courtesy of FactSet:\n\n2021: $153.73 consensus cash flow per share (CFPS)\n2022: $192.99 consensus CFPS\n2023: $234.91 consensus CFPS\n2024: $294.30 consensus CFPS\n2025: $341.70 consensus CFPS\n\nIf Amazon were to simply remain valued at the median of its operating cash flow multiple (30) over the past 11 years (the midpoint between 23 and 37), the $341.70 in CFPS that it's estimated by Wall Street to bring in by 2025 would lead to a share price of (drum roll) $10,251.\nAmazon at $10,000 might seem like a pie-in-the-sky number, but it would be right in line with how investors have always valued the company. As long as AWS keeps growing by close to 30%, Amazon at $10,000 by 2025 becomes a very achievable target over the next four years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188589747,"gmtCreate":1623454874289,"gmtModify":1704203964747,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Euro is here. Fubo going up more?","listText":"Euro is here. Fubo going up more?","text":"Euro is here. Fubo going up more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188589747","repostId":"1151053377","repostType":4,"repost":{"id":"1151053377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623420628,"share":"https://ttm.financial/m/news/1151053377?lang=&edition=fundamental","pubTime":"2021-06-11 22:10","market":"us","language":"en","title":"Fubo TV surged over 7% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151053377","media":"Tiger Newspress","summary":"(June 11) Fubo TV surged over 7% in morning trading. Days ago, Fubo launched its app on LG Electroni","content":"<p>(June 11)&nbsp;Fubo TV&nbsp;surged over 7% in morning trading.&nbsp;Days ago, Fubo launched its app on LG Electronics' webOS smart TV platform in the U.S. But outlook not yet carefree.</p>\n<p><img src=\"https://static.tigerbbs.com/227284f09c707eabfd28577428d98484\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n<p>A streaming service with a strong focus on sports, FuboTV (<b>FUBO</b>) recently announced it would be offered on LG SmartTV’s in the U.S., increasing its customer base and brand awareness. (SeeFUBO stock analysison TipRanks)</p>\n<p>Publishing on a report on the matter,Darren Aftahiof Roth Capital Partners wrote that integration with LG “should help it grow top of funnel consumer awareness.” Aftahi maintained a Buy rating on the stock, and declared a price target of $42.</p>\n<p>Aftahi explained that consumers with LG SmartTV’s will have immediate access to free trials of FuboTV, which will be promoted for user download. This is significant as LG currently already holds about a 12% market share in the U.S. It is important to note, however, that the LG deal will only apply to models of the years 2018 through 2021.</p>\n<p>The company has been making headway as of late, but it is not without its risks, details Aftahi. FuboTV relies heavily on sports content, and any sort of stoppages in the sports world will severely disrupt its outlook on growth. Furthermore, as big-ticket events such as the Olympics were cancelled last year, similar instances occurring will directly impact subscriber growth.</p>\n<p>The analyst was also concerned about sports streaming offerings from Youtube TV and Hulu, as well as other large service providers mounting serious competition. If Fubo is unable “to differentiate its service, attract, continually engage and retain users” its outlook will be impacted for the worse.</p>\n<p>On TipRanks, FUBO has an analyst rating consensus of Strong Buy, based on 6 Buy and 1 hold ratings. Theaverage analyst FUBO price targetis $38.86 per share, reflecting a potential 12-month upside of 29.2%.</p>\n<p><img src=\"https://static.tigerbbs.com/99e7b4b19ad5a7bfcea122fd8eeee10b\" tg-width=\"959\" tg-height=\"528\"></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>Fubo TV surged over 7% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFubo TV surged over 7% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-11 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 11)&nbsp;Fubo TV&nbsp;surged over 7% in morning trading.&nbsp;Days ago, Fubo launched its app on LG Electronics' webOS smart TV platform in the U.S. But outlook not yet carefree.</p>\n<p><img src=\"https://static.tigerbbs.com/227284f09c707eabfd28577428d98484\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n<p>A streaming service with a strong focus on sports, FuboTV (<b>FUBO</b>) recently announced it would be offered on LG SmartTV’s in the U.S., increasing its customer base and brand awareness. (SeeFUBO stock analysison TipRanks)</p>\n<p>Publishing on a report on the matter,Darren Aftahiof Roth Capital Partners wrote that integration with LG “should help it grow top of funnel consumer awareness.” Aftahi maintained a Buy rating on the stock, and declared a price target of $42.</p>\n<p>Aftahi explained that consumers with LG SmartTV’s will have immediate access to free trials of FuboTV, which will be promoted for user download. This is significant as LG currently already holds about a 12% market share in the U.S. It is important to note, however, that the LG deal will only apply to models of the years 2018 through 2021.</p>\n<p>The company has been making headway as of late, but it is not without its risks, details Aftahi. FuboTV relies heavily on sports content, and any sort of stoppages in the sports world will severely disrupt its outlook on growth. Furthermore, as big-ticket events such as the Olympics were cancelled last year, similar instances occurring will directly impact subscriber growth.</p>\n<p>The analyst was also concerned about sports streaming offerings from Youtube TV and Hulu, as well as other large service providers mounting serious competition. If Fubo is unable “to differentiate its service, attract, continually engage and retain users” its outlook will be impacted for the worse.</p>\n<p>On TipRanks, FUBO has an analyst rating consensus of Strong Buy, based on 6 Buy and 1 hold ratings. Theaverage analyst FUBO price targetis $38.86 per share, reflecting a potential 12-month upside of 29.2%.</p>\n<p><img src=\"https://static.tigerbbs.com/99e7b4b19ad5a7bfcea122fd8eeee10b\" tg-width=\"959\" tg-height=\"528\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151053377","content_text":"(June 11) Fubo TV surged over 7% in morning trading. Days ago, Fubo launched its app on LG Electronics' webOS smart TV platform in the U.S. But outlook not yet carefree.\n\nA streaming service with a strong focus on sports, FuboTV (FUBO) recently announced it would be offered on LG SmartTV’s in the U.S., increasing its customer base and brand awareness. (SeeFUBO stock analysison TipRanks)\nPublishing on a report on the matter,Darren Aftahiof Roth Capital Partners wrote that integration with LG “should help it grow top of funnel consumer awareness.” Aftahi maintained a Buy rating on the stock, and declared a price target of $42.\nAftahi explained that consumers with LG SmartTV’s will have immediate access to free trials of FuboTV, which will be promoted for user download. This is significant as LG currently already holds about a 12% market share in the U.S. It is important to note, however, that the LG deal will only apply to models of the years 2018 through 2021.\nThe company has been making headway as of late, but it is not without its risks, details Aftahi. FuboTV relies heavily on sports content, and any sort of stoppages in the sports world will severely disrupt its outlook on growth. Furthermore, as big-ticket events such as the Olympics were cancelled last year, similar instances occurring will directly impact subscriber growth.\nThe analyst was also concerned about sports streaming offerings from Youtube TV and Hulu, as well as other large service providers mounting serious competition. If Fubo is unable “to differentiate its service, attract, continually engage and retain users” its outlook will be impacted for the worse.\nOn TipRanks, FUBO has an analyst rating consensus of Strong Buy, based on 6 Buy and 1 hold ratings. Theaverage analyst FUBO price targetis $38.86 per share, reflecting a potential 12-month upside of 29.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188580282,"gmtCreate":1623454813446,"gmtModify":1704203962475,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557053823128004","authorIdStr":"3557053823128004"},"themes":[],"htmlText":"Great! Keep going bull!&nbsp;","listText":"Great! Keep going bull!&nbsp;","text":"Great! Keep going bull!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188580282","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623441637,"share":"https://ttm.financial/m/news/2142204074?lang=&edition=fundamental","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P ekes out gains to close languid 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\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":121333626,"gmtCreate":1624453112665,"gmtModify":1703837109776,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Why not just get both! :D&nbsp;But do take note while Tesla is reducing&nbsp;cost by not having advertising department, Nio is splurging on Nio houses. While Tesla aims to have cheaper cars, Nio dreams to be the BMW in China by charging more. And we haven’t gone into the technicalities of the car…&nbsp;","listText":"Why not just get both! :D&nbsp;But do take note while Tesla is reducing&nbsp;cost by not having advertising department, Nio is splurging on Nio houses. While Tesla aims to have cheaper cars, Nio dreams to be the BMW in China by charging more. And we haven’t gone into the technicalities of the car…&nbsp;","text":"Why not just get both! :D But do take note while Tesla is reducing cost by not having advertising department, Nio is splurging on Nio houses. While Tesla aims to have cheaper cars, Nio dreams to be the BMW in China by charging more. And we haven’t gone into the technicalities of the car…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/121333626","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","kind":"news","pubTimestamp":1624433586,"share":"https://ttm.financial/m/news/1145825451?lang=&edition=fundamental","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</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 I Believe NIO Will Beat Out Tesla</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 I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568890919326854","authorId":"3568890919326854","name":"ils","avatar":"https://static.tigerbbs.com/6a72854f276a4356cfa05e00cab8f047","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3568890919326854","idStr":"3568890919326854"},"content":"Nio has backing from the government","text":"Nio has backing from the government","html":"Nio has backing from the government"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171326275,"gmtCreate":1626707384997,"gmtModify":1703763803371,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Suspect after stock split will down by 5-10% in the next 1 month. Fingers crossed","listText":"Suspect after stock split will down by 5-10% in the next 1 month. Fingers crossed","text":"Suspect after stock split will down by 5-10% in the next 1 month. Fingers crossed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/171326275","repostId":"1158140412","repostType":4,"repost":{"id":"1158140412","kind":"news","pubTimestamp":1626706707,"share":"https://ttm.financial/m/news/1158140412?lang=&edition=fundamental","pubTime":"2021-07-19 22:58","market":"us","language":"en","title":"Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1158140412","media":"The Wall Street Journal","summary":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor ","content":"<blockquote>\n Company’s shares are up nearly 80% over the past year.\n</blockquote>\n<p>The post-pandemic boom in the semiconductor business has powered&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> into the top 10 U.S. public companies, joining the likes of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. and <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co.</p>\n<p>Shares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.</p>\n<p>Nvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.</p>\n<p><img src=\"https://static.tigerbbs.com/0a2dfc657a7a2e2a9bbe106b6235acdf\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/37536c1394d6d2abff0e5bf16fac38f7\" tg-width=\"743\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p>\n<p>One reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.</p>\n<p><img src=\"https://static.tigerbbs.com/a7b124d7af03a69e8f3ff5c70dee93ee\" tg-width=\"755\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p>\n<p>That surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.</p>\n<p>“The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”</p>\n<p>While Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.</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>Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor business has powered NVIDIA Corp into the top 10 U.S. public companies, joining the likes of Apple ...</p>\n\n<a href=\"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158140412","content_text":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor business has powered NVIDIA Corp into the top 10 U.S. public companies, joining the likes of Apple Inc. and JPMorgan Chase & Co.\nShares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.\nNvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.\n\n\nOne reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.\n\nThat surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.\n“The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”\nWhile Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.","news_type":1},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556687184992627","authorId":"3556687184992627","name":"kC247","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556687184992627","idStr":"3556687184992627"},"content":"Agree but long term should be uptrend","text":"Agree but long term should be uptrend","html":"Agree but long term should be uptrend"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188580282,"gmtCreate":1623454813446,"gmtModify":1704203962475,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Great! Keep going bull!&nbsp;","listText":"Great! Keep going bull!&nbsp;","text":"Great! Keep going bull!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188580282","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623441637,"share":"https://ttm.financial/m/news/2142204074?lang=&edition=fundamental","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P ekes out gains to close languid 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\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184061801,"gmtCreate":1623678335403,"gmtModify":1704208450193,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Growth stocks to the moon!!&nbsp;","listText":"Growth stocks to the moon!!&nbsp;","text":"Growth stocks to the moon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184061801","repostId":"1167257883","repostType":4,"repost":{"id":"1167257883","kind":"news","pubTimestamp":1623677550,"share":"https://ttm.financial/m/news/1167257883?lang=&edition=fundamental","pubTime":"2021-06-14 21:32","market":"us","language":"en","title":"S&P 500 hovers near a record with Fed meeting looming, tech shares gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1167257883","media":"cnbc","summary":"The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level h","content":"<div>\n<p>The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level heading into a week with a key Federal Reserve meeting.\nThe broad equity benchmark traded near the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.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>S&P 500 hovers near a record with Fed meeting looming, tech shares gain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nS&P 500 hovers near a record with Fed meeting looming, tech shares gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 21:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level heading into a week with a key Federal Reserve meeting.\nThe broad equity benchmark traded near the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/13/us-stock-futures-are-flat-with-the-sp-500-at-a-record-high.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1167257883","content_text":"The S&P 500 held steady near a record on Monday as investors digested the benchmark’s record level heading into a week with a key Federal Reserve meeting.\nThe broad equity benchmark traded near the flatline after closing at a record high in the previous session. The Dow Jones Industrial Average slipped 45 points. The Nasdaq Composite gained 0.1%.\nInvestors are giving growth and tech stocks another chance as bond yields come down. The 10-year Treasury went below 1.43% on Friday, a three-month low. Cathie Wood’s Ark Innovation, an ETF that focuses on disruptive technology,returned about 6% last week.\nBoosting cryptocurrency sentiment, Tesla CEO Elon Musk on Sundaysaid the company will resume bitcointransactions once it confirms there is reasonable clean energy usage by miners. Bitcoinrecovered back above$40,000 on the news.\nTesla, also a big holder of bitcoin, gained about 1%. Other key tech stocks Nvidia and Zoom also rose.\nThe Fed’s two-day policy meeting will likelydominate investor behavior this week. Although the central bank is not expected to take any action, its forecasts for interest rates, inflation and the economy could move the markets. The Fed could possibly move up its forecast for a rate hike after saying in its last quarterly update that it would keep its benchmark rate near zero through 2023,the Wall Street Journal reportedon Monday.\nFed Chairman Jerome Powell speaks to the press after the central bank issues its statement Wednesday and traders will be parsing his comments for any clues as to when the Fed could start to end its aggressive monthly asset purchases, especially given recenthotter-than-expected inflation readings.\n“Considering the recent outsized inflation reports, the Federal Reserve’s meeting this week will be scrutinized for any telltale sign the Fed’s timetable for either raising the Funds Rate or tapering QE is being moved forward,” Jim Paulsen, chief investment strategist at the Leuthold Group, told CNBC.\n“Any evidence suggesting monetary tightening is being moved forward will likely bring volatility to the stock market,” added Paulsen.\nU.S. stocks ended last week with a record closing high for the S&P 500 and the beginning of a rotation back into growth names.\nLast week, the 30-stock Dow Jones Industrial Average fell 0.8%, but the S&P 500 rose 0.4%, for its third straight positive week. The Nasdaq Composite was the outperformer with a gain of nearly 1.9%, posting its fourth winning week in a row as the tech trade came back into favor.\n“Because the S&P 500 Index reached yet another new record high last week, investors will be watching to see if this signals even higher levels near term,” said Paulsen.\nMeme stocks also garnered attention last week. AMC Entertainment, Clover Health Investments, GameStop and more experienced volatile trading as the group continued to get attention from the social media investors on Reddit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188589747,"gmtCreate":1623454874289,"gmtModify":1704203964747,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Euro is here. Fubo going up more?","listText":"Euro is here. Fubo going up more?","text":"Euro is here. Fubo going up more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188589747","repostId":"1151053377","repostType":4,"repost":{"id":"1151053377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623420628,"share":"https://ttm.financial/m/news/1151053377?lang=&edition=fundamental","pubTime":"2021-06-11 22:10","market":"us","language":"en","title":"Fubo TV surged over 7% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151053377","media":"Tiger Newspress","summary":"(June 11) Fubo TV surged over 7% in morning trading. Days ago, Fubo launched its app on LG Electroni","content":"<p>(June 11)&nbsp;Fubo TV&nbsp;surged over 7% in morning trading.&nbsp;Days ago, Fubo launched its app on LG Electronics' webOS smart TV platform in the U.S. But outlook not yet carefree.</p>\n<p><img src=\"https://static.tigerbbs.com/227284f09c707eabfd28577428d98484\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n<p>A streaming service with a strong focus on sports, FuboTV (<b>FUBO</b>) recently announced it would be offered on LG SmartTV’s in the U.S., increasing its customer base and brand awareness. (SeeFUBO stock analysison TipRanks)</p>\n<p>Publishing on a report on the matter,Darren Aftahiof Roth Capital Partners wrote that integration with LG “should help it grow top of funnel consumer awareness.” Aftahi maintained a Buy rating on the stock, and declared a price target of $42.</p>\n<p>Aftahi explained that consumers with LG SmartTV’s will have immediate access to free trials of FuboTV, which will be promoted for user download. This is significant as LG currently already holds about a 12% market share in the U.S. It is important to note, however, that the LG deal will only apply to models of the years 2018 through 2021.</p>\n<p>The company has been making headway as of late, but it is not without its risks, details Aftahi. FuboTV relies heavily on sports content, and any sort of stoppages in the sports world will severely disrupt its outlook on growth. Furthermore, as big-ticket events such as the Olympics were cancelled last year, similar instances occurring will directly impact subscriber growth.</p>\n<p>The analyst was also concerned about sports streaming offerings from Youtube TV and Hulu, as well as other large service providers mounting serious competition. If Fubo is unable “to differentiate its service, attract, continually engage and retain users” its outlook will be impacted for the worse.</p>\n<p>On TipRanks, FUBO has an analyst rating consensus of Strong Buy, based on 6 Buy and 1 hold ratings. Theaverage analyst FUBO price targetis $38.86 per share, reflecting a potential 12-month upside of 29.2%.</p>\n<p><img src=\"https://static.tigerbbs.com/99e7b4b19ad5a7bfcea122fd8eeee10b\" tg-width=\"959\" tg-height=\"528\"></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>Fubo TV surged over 7% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFubo TV surged over 7% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-11 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 11)&nbsp;Fubo TV&nbsp;surged over 7% in morning trading.&nbsp;Days ago, Fubo launched its app on LG Electronics' webOS smart TV platform in the U.S. But outlook not yet carefree.</p>\n<p><img src=\"https://static.tigerbbs.com/227284f09c707eabfd28577428d98484\" tg-width=\"700\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n<p>A streaming service with a strong focus on sports, FuboTV (<b>FUBO</b>) recently announced it would be offered on LG SmartTV’s in the U.S., increasing its customer base and brand awareness. (SeeFUBO stock analysison TipRanks)</p>\n<p>Publishing on a report on the matter,Darren Aftahiof Roth Capital Partners wrote that integration with LG “should help it grow top of funnel consumer awareness.” Aftahi maintained a Buy rating on the stock, and declared a price target of $42.</p>\n<p>Aftahi explained that consumers with LG SmartTV’s will have immediate access to free trials of FuboTV, which will be promoted for user download. This is significant as LG currently already holds about a 12% market share in the U.S. It is important to note, however, that the LG deal will only apply to models of the years 2018 through 2021.</p>\n<p>The company has been making headway as of late, but it is not without its risks, details Aftahi. FuboTV relies heavily on sports content, and any sort of stoppages in the sports world will severely disrupt its outlook on growth. Furthermore, as big-ticket events such as the Olympics were cancelled last year, similar instances occurring will directly impact subscriber growth.</p>\n<p>The analyst was also concerned about sports streaming offerings from Youtube TV and Hulu, as well as other large service providers mounting serious competition. If Fubo is unable “to differentiate its service, attract, continually engage and retain users” its outlook will be impacted for the worse.</p>\n<p>On TipRanks, FUBO has an analyst rating consensus of Strong Buy, based on 6 Buy and 1 hold ratings. Theaverage analyst FUBO price targetis $38.86 per share, reflecting a potential 12-month upside of 29.2%.</p>\n<p><img src=\"https://static.tigerbbs.com/99e7b4b19ad5a7bfcea122fd8eeee10b\" tg-width=\"959\" tg-height=\"528\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151053377","content_text":"(June 11) Fubo TV surged over 7% in morning trading. Days ago, Fubo launched its app on LG Electronics' webOS smart TV platform in the U.S. But outlook not yet carefree.\n\nA streaming service with a strong focus on sports, FuboTV (FUBO) recently announced it would be offered on LG SmartTV’s in the U.S., increasing its customer base and brand awareness. (SeeFUBO stock analysison TipRanks)\nPublishing on a report on the matter,Darren Aftahiof Roth Capital Partners wrote that integration with LG “should help it grow top of funnel consumer awareness.” Aftahi maintained a Buy rating on the stock, and declared a price target of $42.\nAftahi explained that consumers with LG SmartTV’s will have immediate access to free trials of FuboTV, which will be promoted for user download. This is significant as LG currently already holds about a 12% market share in the U.S. It is important to note, however, that the LG deal will only apply to models of the years 2018 through 2021.\nThe company has been making headway as of late, but it is not without its risks, details Aftahi. FuboTV relies heavily on sports content, and any sort of stoppages in the sports world will severely disrupt its outlook on growth. Furthermore, as big-ticket events such as the Olympics were cancelled last year, similar instances occurring will directly impact subscriber growth.\nThe analyst was also concerned about sports streaming offerings from Youtube TV and Hulu, as well as other large service providers mounting serious competition. If Fubo is unable “to differentiate its service, attract, continually engage and retain users” its outlook will be impacted for the worse.\nOn TipRanks, FUBO has an analyst rating consensus of Strong Buy, based on 6 Buy and 1 hold ratings. Theaverage analyst FUBO price targetis $38.86 per share, reflecting a potential 12-month upside of 29.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001492263,"gmtCreate":1641295979420,"gmtModify":1676533593976,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Finally the giant has woken up. Time for it for make up for time loss","listText":"Finally the giant has woken up. Time for it for make up for time loss","text":"Finally the giant has woken up. Time for it for make up for time loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001492263","repostId":"1146008423","repostType":4,"repost":{"id":"1146008423","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641289218,"share":"https://ttm.financial/m/news/1146008423?lang=&edition=fundamental","pubTime":"2022-01-04 17:40","market":"us","language":"en","title":"TSM continued to rise over 2% in premarket trading,its stocks jumped 7.06% yesterday","url":"https://stock-news.laohu8.com/highlight/detail?id=1146008423","media":"Tiger Newspress","summary":"TSM continued to rise over 2% in premarket trading,its stocks jumped 7.06% yesterday.According to th","content":"<html><head></head><body><p>TSM continued to rise over 2% in premarket trading,its stocks jumped 7.06% yesterday.<img src=\"https://static.tigerbbs.com/740d3a837eda316c35eb2ad8ae267de1\" tg-width=\"773\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/>According to the latest research report of Goldman Sachs, the growth rate of TSMC in 2022 will be higher than that in 2021 due to the rise of chip prices, the industry upgrading cycle of high performance computer (HPC) / 5G and other favorable factors. Two analysts at Goldman Sachs wrote in a report on Sunday that TSMC&#39;s US dollar revenue this year is expected to increase by 26.1% year-on-year, compared with 24.6% in 2021. The target price is raised from NT $1028 to NT $1035. The new target price means that the stock has 68% potential upward space compared with the closing price on December 30.</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>TSM continued to rise over 2% in premarket trading,its stocks jumped 7.06% yesterday</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\">\nTSM continued to rise over 2% in premarket trading,its stocks jumped 7.06% yesterday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-04 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSM continued to rise over 2% in premarket trading,its stocks jumped 7.06% yesterday.<img src=\"https://static.tigerbbs.com/740d3a837eda316c35eb2ad8ae267de1\" tg-width=\"773\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/>According to the latest research report of Goldman Sachs, the growth rate of TSMC in 2022 will be higher than that in 2021 due to the rise of chip prices, the industry upgrading cycle of high performance computer (HPC) / 5G and other favorable factors. Two analysts at Goldman Sachs wrote in a report on Sunday that TSMC&#39;s US dollar revenue this year is expected to increase by 26.1% year-on-year, compared with 24.6% in 2021. The target price is raised from NT $1028 to NT $1035. The new target price means that the stock has 68% potential upward space compared with the closing price on December 30.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146008423","content_text":"TSM continued to rise over 2% in premarket trading,its stocks jumped 7.06% yesterday.According to the latest research report of Goldman Sachs, the growth rate of TSMC in 2022 will be higher than that in 2021 due to the rise of chip prices, the industry upgrading cycle of high performance computer (HPC) / 5G and other favorable factors. Two analysts at Goldman Sachs wrote in a report on Sunday that TSMC's US dollar revenue this year is expected to increase by 26.1% year-on-year, compared with 24.6% in 2021. The target price is raised from NT $1028 to NT $1035. The new target price means that the stock has 68% potential upward space compared with the closing price on December 30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896518881,"gmtCreate":1628592789443,"gmtModify":1676529789769,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"It’s ok! Chiong ah","listText":"It’s ok! Chiong ah","text":"It’s ok! Chiong ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896518881","repostId":"1199439318","repostType":4,"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156435708,"gmtCreate":1625233732904,"gmtModify":1703739018797,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Now is still Low. Buy now. Else will regret when it hits 900 again&nbsp;","listText":"Now is still Low. Buy now. Else will regret when it hits 900 again&nbsp;","text":"Now is still Low. Buy now. Else will regret when it hits 900 again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156435708","repostId":"1116704209","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156432553,"gmtCreate":1625233697172,"gmtModify":1703739017290,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156432553","repostId":"1116704209","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126001818,"gmtCreate":1624535453334,"gmtModify":1703839628934,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Gotta need some patience&nbsp;","listText":"Gotta need some patience&nbsp;","text":"Gotta need some patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126001818","repostId":"1176854050","repostType":4,"repost":{"id":"1176854050","kind":"news","pubTimestamp":1624506221,"share":"https://ttm.financial/m/news/1176854050?lang=&edition=fundamental","pubTime":"2021-06-24 11:43","market":"us","language":"en","title":"Tesla: A Lesson In Humility","url":"https://stock-news.laohu8.com/highlight/detail?id=1176854050","media":"seekingalpha","summary":"Tesla shares have pulled well back in a months-long period of weakness.With earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.I see Tesla's fundamentals - and valuation - as having improved massively in recent months, and I'm therefore still quite bullish.Finally, the elephant in the room is the descending triangle I noted above, and I’ve added some extra bars at the end of the chart to show what the resolution of the triangle might look like. We can se","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla shares have pulled well back in a months-long period of weakness.</li>\n <li>With earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.</li>\n <li>I see Tesla's fundamentals - and valuation - as having improved massively in recent months, and I'm therefore still quite bullish.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16088600ba424779ab370711976bff68\" tg-width=\"768\" tg-height=\"397\" referrerpolicy=\"no-referrer\"><span>AdrianHancu/iStock Editorial via Getty Images</span></p>\n<p>Sometimes in investing, our thesis, no matter how much we believe in it, doesn’t work. I’ve experienced that countless times personally, and I think pretty much everyone who tries their hand at growing capital through the financial markets does as well. The important thing is not to fall in love with a stock and let it destroy your portfolio, and in the case of EV mothership<b>Tesla</b>(TSLA), I certainly had my fair share of practice at letting go of a failed thesis recently.</p>\n<p>Back inearly April, I said it was time to buy Tesla based upon its fairly reliable history of running higher into earnings announcements. The stock was at $691 at the time and did move higher in the next couple of weeks, but as we can see from the below, the move didn’t stick. That caused me to rethink my position in the short-term with Tesla, and now that we are four weeks out from the next earnings report, we have a different situation on our hands.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54fd49361e0720105b3d38a4c4c88fa1\" tg-width=\"640\" tg-height=\"615\" referrerpolicy=\"no-referrer\"><span>Source: StockCharts</span></p>\n<p>I’ve annotated several things on the daily chart because the situation is quite interesting for Tesla during this critical period leading up to the next earnings release. The first thing I’ll note is that the accumulation/distribution line remains very strong, having never wavered from its prior levels achieved during the massive rally that took place mostly in 2020. That’s a good sign because the bulls and bears remain roughly equally matched despite a share price that has given the bulls every reason to move on.</p>\n<p>Momentum is more of a mixed picture because the PPO and 14-day RSI are both showing some signs of positive divergence, but also signs that bullish momentum is nowhere near high enough to push the stock into another rally phase. On the divergence side, momentum is gradually moving higher while the share price bounces around, indicating that the worst of the selling is likely done, but that we’re in a digestion period. The 14-day RSI hasn’t yet crested the centerline in earnest, which again means that bullish momentum is fairly weak.</p>\n<p>Overall, I’d say momentum is showing what you might expect at this stage, which is that the selling pressure has abated, but we’re not in rally mode. Yet.</p>\n<p>Finally, the elephant in the room is the descending triangle I noted above, and I’ve added some extra bars at the end of the chart to show what the resolution of the triangle might look like. We can see at the current slope of the line that the triangle will likely resolve near the end of July, which just so happens to coincide with the earnings release. This is a bearish pattern so I don’t want to make everything seem like sunshine and lollipops, but the rest of the chart is mixed, so we’ll have to wait and see.</p>\n<p>The earnings report, in my view, is going to be the catalyst one way or the other for the breakout from the triangle. Which direction it will go is anyone’s guess, but I’d be ready for a wild reaction to the earnings release in July.</p>\n<p>If we look at a weekly chart, I see a much rosier picture.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef4525c330221c7768acc84c336cd8ef\" tg-width=\"640\" tg-height=\"615\" referrerpolicy=\"no-referrer\"><span>Source: StockCharts</span></p>\n<p>We can see that the stock ran up massively in 2020 and took with it the accumulation/distribution line, as well as the momentum indicators, as you’d expect. But since the selling began, we see signs that the stock has simply worked off its overbought conditions, which looks bullish to me.</p>\n<p>The 50-week moving average has served as support during this consolidation phase, and it currently stands at $575, so I’d watch that level if we see more selling. On the plus side, the accumulation/distribution line looks beautiful and again, is supportive of this selling being a digestion period rather than the end of the bull market for Tesla.</p>\n<p>Momentum would seem to support that as well, as the PPO and 14-week RSI are back at centerline support. What happens after this is critical, obviously, but the weekly chart doesn’t show Tesla as breaking down on a longer-term basis. The negative divergences we saw since 2020 began have given way to momentum resetting, which often happens before a new bull phase begins. With the earnings report looming in July, and the daily and weekly charts showing different pictures (at least to my eye), it’s going to be an interesting next four weeks for sure.</p>\n<p><b>Fundamentals still bullish</b></p>\n<p>I’d sum up the chart as having a short-term set of challenges for the bulls, but longer-term, I still see Tesla going higher. On a fundamental basis, I think the conclusion is decidedly more bullish. Let’s start with revenue revisions, which have been nothing short of terrific.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7297a6360a43284ab70d4caf12d206f3\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>All years are showing uptrends in revenue revisions, and in particular, the out years. Let us not forget that these positive revisions are occurring during a time when countless startups and internal combustion engine OGs like GM (GM), Ford (F) and Volkswagen (OTCPK:VWAGY) are investing tens of billions of dollars to take market share in EVs. None of this is new and it isn’t like the analyst community is surprised by these investments; Tesla is simply on a tremendous upward trajectory when it comes to growing revenue.</p>\n<p>Canaccordpointed out last week that the Model S Plaid Plus delay was likely due to the 4680 cell design not being ready for prime time. That very well could be the case, and it wouldn’t be the first time Tesla disappointed with a time frame it gave investors. Remember therobo-taxi claim?</p>\n<p>At any rate, the company’s lineup continues to resonate with customers and now that capacity constraints should lessen greatly over the coming years – new factories in a few parts of the world will help – the path of least resistance for Tesla is no doubt higher. This will only get better as Tesla can decrease the per-unit cost of things like the batteries so it can better compete with mainstream automakers on price, and become a mainstream automaker rather than a niche manufacturer for the well-heeled.</p>\n<p>Another thing scale is affording Tesla is monumental progress with profit margins. Below we have trailing-twelve-months gross margins, SG&amp;A costs, and EBIT margin as a percentage of revenue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9effb44d7bda8f3bdb535e80dd1ac0f\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>All three of these lines are moving in the right direction. Gross margins have been rising thanks to higher sales and production volumes, a trend that should continue so long as sales remain robust. In addition, Tesla is spending much less on an SG&amp;A basis than it used to, which again, is the product of higher sales volume. SG&amp;A used to be in the mid-20% range of revenue, which is unsustainable. Today, it’s only 10%, which means operating margins have gone quite positive, and with room to run in the future.</p>\n<p>Margins have always been an easy thing for the bears to point to, but that is simply no longer the case, and if you have a long holding period, the margin situation is going to work out in the bulls’ favor.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6401d5cd793a93d0ed6d36f911abdb15\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>This is all pointing to ever-higher EPS estimates, as we can see above. Analysts continue to try and keep up with Tesla’s upward trajectory, and so long as sales volumes and margins continue their march higher, so will these lines. Again, this is a feather in the cap of the bulls.</p>\n<p><b>Other considerations</b></p>\n<p>Tesla is not for the faint of heart, because it is volatile and we are at a point in the history of the automobile that an EV gold rush of sorts is occurring. Everyone is investing to win once the internal combustion engine is gone, but Tesla has a massive head start on the competition.</p>\n<p>Even so, there are risks to consider. First, Tesla could lose its technology lead over time as legacy manufacturers throw tens of billions of dollars at R&amp;D on battery technology. Tesla is far and away the superior battery maker today, but that does not guarantee it stays that way. To be clear, I don’t see that as a viable outcome in the near-term, but ten years from now? Twenty? It's a risk.</p>\n<p>Another risk is that Tesla uses its stock as a piggy bank, issuing shares to fund R&amp;D, factory construction, and the like.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8f44f661051d87ad3f2906cabe5479d\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>The share count has nearly doubled in the past decade, which is pretty ugly from a shareholders’ perspective, as we usually only see this kind of dilution with REITs or BDCs that issue equity capital as a normal course of business. Manufacturing stocks don’t generally do anything like this, but Tesla has made it work. Still, you have to imagine it is possible that over a decade holding period, you’ll be diluted out of half of your ownership in the company. This also creates an uphill battle for EPS as earnings are spread over more and more shares, so I want to be clear this is an unequivocal negative for shareholders. However, let me now point you to what could possibly be the saving grace for this perma-dilution; free cash flow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0569f35589cc0f82bb006148271df19b\" tg-width=\"640\" tg-height=\"170\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>Tesla’s trailing-twelve-months FCF has improved immensely in recent years, as the company is producing massive amounts of operating cash flow that it never did before, which is owed once again to sales volume and margin growth. Tesla has surpassed the point where it needs to constantly issue capital just to survive because it is creating its own through its operations. This is massively important for the bull case because it means the dilution we’ve seen in recent years<i>shouldn’t</i>be necessary any longer.</p>\n<p>Indeed, if we look at net debt, we can see just how much Tesla’s balance sheet has improved, which again supports not having to dilute shareholders to stay afloat.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49fa413fc33c85d7269e987b2c11c888\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>Net debt has turned into a net cash position of late, with Tesla having nearly $5 billion in cash and equivalents more than debt. Tesla’s financing situation has improved enormously, and that’s good for those of us that are bullish.</p>\n<p><b>Is it cheap?</b></p>\n<p>Not really. But then again revolutionary companies rarely are. The good news is that the price-to-sales ratio has halved since the peak earlier this year, but at 11x forward revenue, I cannot in good conscience call it cheap.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca2d9f38636872d9d508e096e9ac8af8\" tg-width=\"640\" tg-height=\"189\" referrerpolicy=\"no-referrer\"><span>Source: TIKR.com</span></p>\n<p>However, it is a lot cheaper than it was, and withrevenueslated to rise by more than half this year, and then<i>double</i>again by 2024, you don’t need the multiple to rise for a bullish outlook.</p>\n<p>I’ll reiterate that there are risks to Tesla. The daily chart is leaning slightly bearish with that descending triangle, but we’re heading into the pre-earnings run-up that Tesla<i>usually</i>shines during. The weekly chart is showing signs of digestion rather than rolling over. There are competitive risks that aren’t new and will never go way, but the company is still building great EVs that are resonating with customers. Margins and FCF are booming comparatively speaking, and the stock is at roughly half the valuation it was a few months ago.</p>\n<p>All in all, Tesla almost certainly has a rocky road in front of it, but I’m still bullish given the weight of the evidence.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: A Lesson In Humility</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: A Lesson In Humility\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436295-tesla-a-lesson-in-humility><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla shares have pulled well back in a months-long period of weakness.\nWith earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.\nI see Tesla's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436295-tesla-a-lesson-in-humility\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4436295-tesla-a-lesson-in-humility","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176854050","content_text":"Summary\n\nTesla shares have pulled well back in a months-long period of weakness.\nWith earnings coming up, there looks to be a showdown of bulls and bears on the near-term horizon.\nI see Tesla's fundamentals - and valuation - as having improved massively in recent months, and I'm therefore still quite bullish.\n\nAdrianHancu/iStock Editorial via Getty Images\nSometimes in investing, our thesis, no matter how much we believe in it, doesn’t work. I’ve experienced that countless times personally, and I think pretty much everyone who tries their hand at growing capital through the financial markets does as well. The important thing is not to fall in love with a stock and let it destroy your portfolio, and in the case of EV mothershipTesla(TSLA), I certainly had my fair share of practice at letting go of a failed thesis recently.\nBack inearly April, I said it was time to buy Tesla based upon its fairly reliable history of running higher into earnings announcements. The stock was at $691 at the time and did move higher in the next couple of weeks, but as we can see from the below, the move didn’t stick. That caused me to rethink my position in the short-term with Tesla, and now that we are four weeks out from the next earnings report, we have a different situation on our hands.\nSource: StockCharts\nI’ve annotated several things on the daily chart because the situation is quite interesting for Tesla during this critical period leading up to the next earnings release. The first thing I’ll note is that the accumulation/distribution line remains very strong, having never wavered from its prior levels achieved during the massive rally that took place mostly in 2020. That’s a good sign because the bulls and bears remain roughly equally matched despite a share price that has given the bulls every reason to move on.\nMomentum is more of a mixed picture because the PPO and 14-day RSI are both showing some signs of positive divergence, but also signs that bullish momentum is nowhere near high enough to push the stock into another rally phase. On the divergence side, momentum is gradually moving higher while the share price bounces around, indicating that the worst of the selling is likely done, but that we’re in a digestion period. The 14-day RSI hasn’t yet crested the centerline in earnest, which again means that bullish momentum is fairly weak.\nOverall, I’d say momentum is showing what you might expect at this stage, which is that the selling pressure has abated, but we’re not in rally mode. Yet.\nFinally, the elephant in the room is the descending triangle I noted above, and I’ve added some extra bars at the end of the chart to show what the resolution of the triangle might look like. We can see at the current slope of the line that the triangle will likely resolve near the end of July, which just so happens to coincide with the earnings release. This is a bearish pattern so I don’t want to make everything seem like sunshine and lollipops, but the rest of the chart is mixed, so we’ll have to wait and see.\nThe earnings report, in my view, is going to be the catalyst one way or the other for the breakout from the triangle. Which direction it will go is anyone’s guess, but I’d be ready for a wild reaction to the earnings release in July.\nIf we look at a weekly chart, I see a much rosier picture.\nSource: StockCharts\nWe can see that the stock ran up massively in 2020 and took with it the accumulation/distribution line, as well as the momentum indicators, as you’d expect. But since the selling began, we see signs that the stock has simply worked off its overbought conditions, which looks bullish to me.\nThe 50-week moving average has served as support during this consolidation phase, and it currently stands at $575, so I’d watch that level if we see more selling. On the plus side, the accumulation/distribution line looks beautiful and again, is supportive of this selling being a digestion period rather than the end of the bull market for Tesla.\nMomentum would seem to support that as well, as the PPO and 14-week RSI are back at centerline support. What happens after this is critical, obviously, but the weekly chart doesn’t show Tesla as breaking down on a longer-term basis. The negative divergences we saw since 2020 began have given way to momentum resetting, which often happens before a new bull phase begins. With the earnings report looming in July, and the daily and weekly charts showing different pictures (at least to my eye), it’s going to be an interesting next four weeks for sure.\nFundamentals still bullish\nI’d sum up the chart as having a short-term set of challenges for the bulls, but longer-term, I still see Tesla going higher. On a fundamental basis, I think the conclusion is decidedly more bullish. Let’s start with revenue revisions, which have been nothing short of terrific.\nSource:Seeking Alpha\nAll years are showing uptrends in revenue revisions, and in particular, the out years. Let us not forget that these positive revisions are occurring during a time when countless startups and internal combustion engine OGs like GM (GM), Ford (F) and Volkswagen (OTCPK:VWAGY) are investing tens of billions of dollars to take market share in EVs. None of this is new and it isn’t like the analyst community is surprised by these investments; Tesla is simply on a tremendous upward trajectory when it comes to growing revenue.\nCanaccordpointed out last week that the Model S Plaid Plus delay was likely due to the 4680 cell design not being ready for prime time. That very well could be the case, and it wouldn’t be the first time Tesla disappointed with a time frame it gave investors. Remember therobo-taxi claim?\nAt any rate, the company’s lineup continues to resonate with customers and now that capacity constraints should lessen greatly over the coming years – new factories in a few parts of the world will help – the path of least resistance for Tesla is no doubt higher. This will only get better as Tesla can decrease the per-unit cost of things like the batteries so it can better compete with mainstream automakers on price, and become a mainstream automaker rather than a niche manufacturer for the well-heeled.\nAnother thing scale is affording Tesla is monumental progress with profit margins. Below we have trailing-twelve-months gross margins, SG&A costs, and EBIT margin as a percentage of revenue.\nSource: TIKR.com\nAll three of these lines are moving in the right direction. Gross margins have been rising thanks to higher sales and production volumes, a trend that should continue so long as sales remain robust. In addition, Tesla is spending much less on an SG&A basis than it used to, which again, is the product of higher sales volume. SG&A used to be in the mid-20% range of revenue, which is unsustainable. Today, it’s only 10%, which means operating margins have gone quite positive, and with room to run in the future.\nMargins have always been an easy thing for the bears to point to, but that is simply no longer the case, and if you have a long holding period, the margin situation is going to work out in the bulls’ favor.\nSource:Seeking Alpha\nThis is all pointing to ever-higher EPS estimates, as we can see above. Analysts continue to try and keep up with Tesla’s upward trajectory, and so long as sales volumes and margins continue their march higher, so will these lines. Again, this is a feather in the cap of the bulls.\nOther considerations\nTesla is not for the faint of heart, because it is volatile and we are at a point in the history of the automobile that an EV gold rush of sorts is occurring. Everyone is investing to win once the internal combustion engine is gone, but Tesla has a massive head start on the competition.\nEven so, there are risks to consider. First, Tesla could lose its technology lead over time as legacy manufacturers throw tens of billions of dollars at R&D on battery technology. Tesla is far and away the superior battery maker today, but that does not guarantee it stays that way. To be clear, I don’t see that as a viable outcome in the near-term, but ten years from now? Twenty? It's a risk.\nAnother risk is that Tesla uses its stock as a piggy bank, issuing shares to fund R&D, factory construction, and the like.\nSource: TIKR.com\nThe share count has nearly doubled in the past decade, which is pretty ugly from a shareholders’ perspective, as we usually only see this kind of dilution with REITs or BDCs that issue equity capital as a normal course of business. Manufacturing stocks don’t generally do anything like this, but Tesla has made it work. Still, you have to imagine it is possible that over a decade holding period, you’ll be diluted out of half of your ownership in the company. This also creates an uphill battle for EPS as earnings are spread over more and more shares, so I want to be clear this is an unequivocal negative for shareholders. However, let me now point you to what could possibly be the saving grace for this perma-dilution; free cash flow.\nSource: TIKR.com\nTesla’s trailing-twelve-months FCF has improved immensely in recent years, as the company is producing massive amounts of operating cash flow that it never did before, which is owed once again to sales volume and margin growth. Tesla has surpassed the point where it needs to constantly issue capital just to survive because it is creating its own through its operations. This is massively important for the bull case because it means the dilution we’ve seen in recent yearsshouldn’tbe necessary any longer.\nIndeed, if we look at net debt, we can see just how much Tesla’s balance sheet has improved, which again supports not having to dilute shareholders to stay afloat.\nSource: TIKR.com\nNet debt has turned into a net cash position of late, with Tesla having nearly $5 billion in cash and equivalents more than debt. Tesla’s financing situation has improved enormously, and that’s good for those of us that are bullish.\nIs it cheap?\nNot really. But then again revolutionary companies rarely are. The good news is that the price-to-sales ratio has halved since the peak earlier this year, but at 11x forward revenue, I cannot in good conscience call it cheap.\nSource: TIKR.com\nHowever, it is a lot cheaper than it was, and withrevenueslated to rise by more than half this year, and thendoubleagain by 2024, you don’t need the multiple to rise for a bullish outlook.\nI’ll reiterate that there are risks to Tesla. The daily chart is leaning slightly bearish with that descending triangle, but we’re heading into the pre-earnings run-up that Teslausuallyshines during. The weekly chart is showing signs of digestion rather than rolling over. There are competitive risks that aren’t new and will never go way, but the company is still building great EVs that are resonating with customers. Margins and FCF are booming comparatively speaking, and the stock is at roughly half the valuation it was a few months ago.\nAll in all, Tesla almost certainly has a rocky road in front of it, but I’m still bullish given the weight of the evidence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182983322,"gmtCreate":1623550563166,"gmtModify":1704205862268,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Talc long term won’t go wrong.&nbsp;","listText":"Talc long term won’t go wrong.&nbsp;","text":"Talc long term won’t go wrong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182983322","repostId":"1135185071","repostType":4,"repost":{"id":"1135185071","kind":"news","pubTimestamp":1623425954,"share":"https://ttm.financial/m/news/1135185071?lang=&edition=fundamental","pubTime":"2021-06-11 23:39","market":"us","language":"en","title":"Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183645941,"gmtCreate":1623330887883,"gmtModify":1704201029958,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183645941","repostId":"1170607354","repostType":4,"repost":{"id":"1170607354","kind":"news","pubTimestamp":1623280906,"share":"https://ttm.financial/m/news/1170607354?lang=&edition=fundamental","pubTime":"2021-06-10 07:21","market":"us","language":"en","title":"GameStop sales rise 25% as retailer chases e-commerce growth, says it may sell 5 million shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1170607354","media":"cnbc","summary":"GameStop's sales rose 25% in the fiscal first quarter, as the video game retailer embarks on a turna","content":"<div>\n<p>GameStop's sales rose 25% in the fiscal first quarter, as the video game retailer embarks on a turnaround strategy partially fueled by a Reddit-inspired stock rally. The company also named ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/gamestop-gme-earnings-q1-2021.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>GameStop sales rise 25% as retailer chases e-commerce growth, says it may sell 5 million shares</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 sales rise 25% as retailer chases e-commerce growth, says it may sell 5 million shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/gamestop-gme-earnings-q1-2021.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop's sales rose 25% in the fiscal first quarter, as the video game retailer embarks on a turnaround strategy partially fueled by a Reddit-inspired stock rally. The company also named ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/gamestop-gme-earnings-q1-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/06/09/gamestop-gme-earnings-q1-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1170607354","content_text":"GameStop's sales rose 25% in the fiscal first quarter, as the video game retailer embarks on a turnaround strategy partially fueled by a Reddit-inspired stock rally. The company also named formerAmazonexecutive Matt Furlongas its new CEO.\nShares once fell more than 12% in extended trading on Wednesday, after the company declined to provide an outlook for the year and said it may sell as many as 5 million shares.\nHere's how the company did for the fiscal first quarter ended May 1, compared with Refinitiv consensus estimates:\n\nLoss per share: 45 cents per share adjusted vs. 84 cents expected\nRevenue: $1.28 billion vs. $1.16 billion expected\n\nIn the quarter, GameStop reported that its net loss narrowed to $66.8 million, or $1.01 per share, from a loss of $165.7 million, or $2.57 per share, a year earlier. Excluding items, the company had a loss of 45 cents per share. Analysts were expecting GameStop to report a loss of 84 cents per share, according to Refinitiv.\nTotal revenue grew to $1.28 billion from $1.02 billion a year earlier, topping Wall Street's expectations of $1.16 billion.\nThe company declined to provide a forecast for the year. It said sales momentum continued into the second quarter, with total sales in May increasing about 27% compared with the same month a year ago.\nGameStop filed a prospectus with the Securities and Exchange Commission to sell up to 5 million shares of its stock from time to time, in \"at-the-market\" offerings. The funds it raises through these stock sales will be used for general corporate purposes, investing in growth initiatives and strengthening its balance sheet, the company said.\nAs of May 1, GameStop said, it had paid off its long-term debt and no longer had any borrowings under its asset-based revolving credit facility.\nThe video game retailer's stock has gyrated wildly over the past several months as retail traders have shared tips on Reddit and tried to fuel short squeezes for companies including GameStop,AMC Entertainment,Bed Bath & BeyondandClover Health— collectivelythe group has become known as meme stocks.\nGameStop's shares are up 1,506% so far this year. Its shares have swung from a 52-week low of $3.77 to a 52-week high of $483. As of Wednesday's close, shares were $302.56. Its market value is $21.41 billion.\nThe trading frenzy has gotten the attention of the SEC. In a filing Wednesday, GameStop said it had received a request from the SEC on May 26 to voluntarily provide documents and information. The company said it was reviewing that request and planned to cooperate.\nGameStop has tried to catch investors' attention in other ways, as it focuses more on e-commerce and poaches talent from other companies. This spring, it tappedChewyco-founderRyan Cohen to lead efforts to grow the online business. He was named chairman at a shareholder meeting Wednesday. The company also hired several formerAmazonexecutives, including Jenna Owens, its new chief operating officer; Matt Francis, its first chief technology officer; and Elliott Wilke, its chief growth officer.\nYet some analysts are unconvinced that the longtime brick-and-mortar retailer can pivot its business and believe the company has been propped up by speculation.\nLoop Capital analyst Anthony Chukumba dropped his coverage of GameStop earlier this year following the Reddit frenzy. He told CNBC that the video game retailer's challenges run deep regardless of who it hires.\n\"It's great that these guys worked at Amazon. Amazon is a very successful retailer that I do cover, that I'm very familiar with, but at the end of the day, GameStop's problems have very little, if anything, to do with e-commerce,\" Chukumba said on CNBC's \"Closing Bell.\"\n\"Their problem is not that they're not a good omnichannel retailer. The problem is that gamers are increasingly downloading video games,\" he added. \"Look, they can hire Jeff Bezos when he comes back from space. ... It's not going to make a difference. The symptoms are not aligned with the medicine that the doctor is giving them. You can hire anyone you want from Amazon — not going to make a difference.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117593687,"gmtCreate":1623148483349,"gmtModify":1704197064041,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"FAANGMANTUB...","listText":"FAANGMANTUB...","text":"FAANGMANTUB...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117593687","repostId":"1132295574","repostType":4,"repost":{"id":"1132295574","kind":"news","pubTimestamp":1623122984,"share":"https://ttm.financial/m/news/1132295574?lang=&edition=fundamental","pubTime":"2021-06-08 11:29","market":"us","language":"en","title":"Netflix No Longer Fits in FAANG, But Here’s Who Does","url":"https://stock-news.laohu8.com/highlight/detail?id=1132295574","media":"The Street","summary":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in fav","content":"<blockquote><b>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.</b></blockquote><p>Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.</p><p>For the nascent streaming industry, Netflix’s&nbsp;(<b>NFLX</b>) -Get Report&nbsp;position was among the most secure in the shorthand slang for tech titans Facebook&nbsp;(<b>FB</b>) -Get Report&nbsp;in social media, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;in consumer devices, Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;in e-commerce and Alphabet&nbsp;(<b>GOOGL</b>) -Get Report&nbsp;in search.</p><p>However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.</p><p>Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney&nbsp;(<b>DIS</b>) -Get Report&nbsp;have challenged for the streaming crown and seriously damaged the company’s growth story.</p><p>“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”</p><p><b>Microsoft Moving In?</b></p><p>Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.</p><p>While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.</p><p>Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.</p><p>Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft&nbsp;(<b>MSFT</b>) -Get Report&nbsp;might be a perfect replacement.</p><p>While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.</p><p>Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.</p><p>Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.</p><p>In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.</p><p><b>Addition, Not Subtraction</b></p><p>Still, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.</p><p>As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;to result in the catchy FANGMAN.</p><p>“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”</p><p>Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.</p><p>In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.</p><p>While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.</p><p>As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.</p>","source":"lsy1610613172068","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>Netflix No Longer Fits in FAANG, But Here’s Who Does</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\">\nNetflix No Longer Fits in FAANG, But Here’s Who Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later ...</p>\n\n<a href=\"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","NFLX":"奈飞"},"source_url":"https://www.thestreet.com/investing/netflix-no-longer-fits-in-faang-heres-who-does","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132295574","content_text":"With Netflix’s dominance being challenged, it may be time to replace the FAANG stocks acronym in favor of FANGMAN.Nearly a decade ago, TheStreet’s founderJim Cramercoined the acronym FANG, later updated to FAANG, for companies supremely dominant in their respective markets and their stocks’ resulting proclivity for outperformance.For the nascent streaming industry, Netflix’s (NFLX) -Get Report position was among the most secure in the shorthand slang for tech titans Facebook (FB) -Get Report in social media, Apple (AAPL) -Get Report in consumer devices, Amazon (AMZN) -Get Report in e-commerce and Alphabet (GOOGL) -Get Report in search.However, as more and more players enter the streaming space, perhaps Netflix's dominance and therefore its place in Cramer’s coinage might be more tenuous.Indeed, while the Los Gatos, California-based company still leads the pack in terms of subscriber share, the lead is shrinking. Per a recent report from Ampere Analysis, Netflix’s market share was cut by nearly one-third, from 29% to 20% of the total market, as competitors like Disney (DIS) -Get Report have challenged for the streaming crown and seriously damaged the company’s growth story.“I think it’s been disconnected from the [rest of the FAANG] group for a while now given its business is extremely different from other members,” Joel Kulina, SVP of Equity Trading at Wedbush Securities said. “It's still a good proxy for large cap growth sentiment but that’s about it.”Microsoft Moving In?Given the shortcoming of Netflix in terms of fitting in with the rest of FAANG, debate has been kickstarted over a potential replacement.While FAANG was built upon dominance in a particular industry by Cramer, each of the companies that encompass the acronym, save Netflix, have become diversified companies with benefits from multiple industries and strong network effects.Apple’s pivot to services has been well-publicized and undergirded its long-term bull thesis; Alphabet has expanded very successfully into video through its acquisition of Youtube and rapidly grown its cloud business while it continues to make many bets in fields as disparate as video games and autonomous vehicles; Facebook has acquired to assert dominance in social media; and Amazon’s cloud dominance has overshadowed its retail beginnings to bolster all of its businesses.Through these platforms that branch across numerous industries, each company has been able to benefit from mutualistic business models that cement their status as a dominant tech player. The same cannot be said for Netflix. In order to correct for this glaring dissimilarity, Microsoft (MSFT) -Get Report might be a perfect replacement.While the Redmond, Washington-based company has long held a stranglehold on operating systems as its core business, its forays into gaming, advertising and especially cloud computing have taken the company to new heights. In fact, about one-third of the company’s overall revenue is now derived from its cloud business, building upon its longstanding dominance in software.Indeed, as CEO Satya Nadella teases a major update to Windows operating systems at the company’s Build 2021 event in late May while signaling an intention to dive deeper than ever into cutting edge technology in cloud, the dominant and well-diversified company is clearly more similar to Facebook, Amazon, Apple and Google than Netflix’s decidedly concentrated business. Like those other companies, Microsoft is dominant in one area of the business while still growing rapidly in others.Further, while Cramer did not envision the group as a valuation-based grouping, the staggering gap between Netflix and the rest of its FAANG peers is becoming only more notable. While Netflix sports a still healthy market cap of just over $200 billion, it pales in comparison to the market cap’s of the rest of the grouping, which range from just under $1 trillion in Facebook's case to in excess of $2 trillion for Apple.In terms of market-moving ability, this leaves Netflix as somewhat of a laggard and therefore less useful for the grouping’s service as a market indicator.Addition, Not SubtractionStill, part of the ubiquity of the FAANG name is not entirely based upon its application to markets. A great degree of credit belongs to the catchiness of the name itself, meaning FAAMG or FAMGA might leave a great deal to be desired in terms of catching on.As a result, Wedbush’s Kulina argues that Netflix need not be removed. Instead, he argues for the addition of both Microsoft and his chosen semiconductor stalwart Nvidia (NVDA) -Get Report to result in the catchy FANGMAN.“Many have tried to include Microsoft in with others but it doesn’t roll off the tongue as easily,” he commented. “FANGMAN has been one of the better ones I’ve come across, easy to say; includes large cap growth names across various pockets of tech.”Certainly Nvidia would also fit in well as its dominance in graphics chips has helped the firm assert a dominant market share in graphics cards, clocking in at a whopping 82% market share per Jon Peddie Research.In terms of diversifying, CEO Jensen Huang’s acquisition strategy has helped the firm branch into the automotive industry through high-profile partnerships through its NVIDIA drive network as well as data centers, aided by the acquisition of Mellanox, as well as AI technology through its anticipated takeover of Arm.While the semiconductor industry is certainly crowded, Nvidia has managed to set itself apart beyond its firm base in gaming and graphic chip dominance. As such, it might also be a perfect candidate for mention alongside the long-time tech leaders. Also, its market cap is a healthy $400+ billion, adding to its potential to fit with the rest of the group.As such, Netflix may not need to be removed from FAANG as it still clings to a lead in streaming amidst the wave of entrants to the industry, but it may need to at least move into a slightly more crowded market mnemonic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367283664,"gmtCreate":1614954355158,"gmtModify":1704777408976,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Have faith. Will hit $100 in 2022. :P","listText":"Have faith. Will hit $100 in 2022. :P","text":"Have faith. Will hit $100 in 2022. :P","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367283664","repostId":"1196034072","repostType":4,"repost":{"id":"1196034072","kind":"news","pubTimestamp":1614953178,"share":"https://ttm.financial/m/news/1196034072?lang=&edition=fundamental","pubTime":"2021-03-05 22:06","market":"us","language":"en","title":"Is The Nio Sell-Off Overdone?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196034072","media":"Benzinga","summary":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released ea","content":"<p><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> &nbsp;shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released&nbsp;earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.</p><p>Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?</p><p><b>The 2020 Highs:</b>&nbsp;The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.</p><p>Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.</p><p>Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the&nbsp;support from its passionate and loyal user community.</p><p>For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.</p><p>The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.</p><p>Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.</p><p><b>Fundamentals, Stock Pause At Start of 2021:</b>&nbsp;Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.</p><p>Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneer<b>Tesla, Inc.</b>TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.</p><p>Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion&nbsp;revenues for the quarter and seeing an expansion in gross margins.</p><p>Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.</p><p>As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.</p><p>Although initially Nio did not explain away the February softness, it later clarified in a blog post&nbsp;the weeklong Lunar New Year holiday that fell in the month played spoilsport.</p><p>\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.</p><p><b>Is Recovery In The Cards:</b>&nbsp;The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.</p><p>With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.</p><p>This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.</p><p>Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.</p><p>Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.</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>Is The Nio Sell-Off Overdone?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Nio Sell-Off Overdone?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196034072","content_text":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?The 2020 Highs: The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the support from its passionate and loyal user community.For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.Fundamentals, Stock Pause At Start of 2021: Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneerTesla, Inc.TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion revenues for the quarter and seeing an expansion in gross margins.Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.Although initially Nio did not explain away the February softness, it later clarified in a blog post the weeklong Lunar New Year holiday that fell in the month played spoilsport.\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.Is Recovery In The Cards: The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362803731,"gmtCreate":1614610575623,"gmtModify":1704773063101,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Tmr will continue?","listText":"Tmr will continue?","text":"Tmr will continue?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/362803731","repostId":"1183681213","repostType":4,"repost":{"id":"1183681213","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614609159,"share":"https://ttm.financial/m/news/1183681213?lang=&edition=fundamental","pubTime":"2021-03-01 22:32","market":"us","language":"en","title":"U.S. stocks rally at Monday's open; Dow up more than 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183681213","media":"老虎资讯综合","summary":"(March 1) U.S. stock benchmarks kicked off trade in March sharply higher, with some strategists attr","content":"<p>(March 1)&nbsp;U.S. stock benchmarks kicked off trade in March sharply higher, with some strategists attributing the enthusiasm to a cool-down in the rapid rise in bond yields that had unsettled the bullish mood on Wall Street last week.</p><p>The Dow rises 1.28%, &nbsp;the Nasdaq Composite advances 1.62%,&nbsp;and&nbsp;the S&amp;P 500 up 1.41%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5801b265d4d7c471efebbacc2decdf48\" tg-width=\"1242\" tg-height=\"567\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>The broad advance came as the yield on 10-year Treasury notes, the benchmark borrowing cost in global debt markets, slipped to 1.43% from 1.459% Friday. Yields fall when bond prices rise.</p><p>Stocks, and particularly shares of tech companies, have been buffeted byvolatile moves in government-bond marketsin recent trading sessions. A lurch higher in yields last week called into question the prospect of a long period of low interest rates, which had underpinned the past year’s booming rally in stocks.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks rally at Monday's open; Dow up more than 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks rally at Monday's open; Dow up more than 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-01 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 1)&nbsp;U.S. stock benchmarks kicked off trade in March sharply higher, with some strategists attributing the enthusiasm to a cool-down in the rapid rise in bond yields that had unsettled the bullish mood on Wall Street last week.</p><p>The Dow rises 1.28%, &nbsp;the Nasdaq Composite advances 1.62%,&nbsp;and&nbsp;the S&amp;P 500 up 1.41%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5801b265d4d7c471efebbacc2decdf48\" tg-width=\"1242\" tg-height=\"567\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>The broad advance came as the yield on 10-year Treasury notes, the benchmark borrowing cost in global debt markets, slipped to 1.43% from 1.459% Friday. Yields fall when bond prices rise.</p><p>Stocks, and particularly shares of tech companies, have been buffeted byvolatile moves in government-bond marketsin recent trading sessions. A lurch higher in yields last week called into question the prospect of a long period of low interest rates, which had underpinned the past year’s booming rally in stocks.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183681213","content_text":"(March 1) U.S. stock benchmarks kicked off trade in March sharply higher, with some strategists attributing the enthusiasm to a cool-down in the rapid rise in bond yields that had unsettled the bullish mood on Wall Street last week.The Dow rises 1.28%,  the Nasdaq Composite advances 1.62%, and the S&P 500 up 1.41%.*Source From Tiger Trade, EST 09:30The broad advance came as the yield on 10-year Treasury notes, the benchmark borrowing cost in global debt markets, slipped to 1.43% from 1.459% Friday. Yields fall when bond prices rise.Stocks, and particularly shares of tech companies, have been buffeted byvolatile moves in government-bond marketsin recent trading sessions. A lurch higher in yields last week called into question the prospect of a long period of low interest rates, which had underpinned the past year’s booming rally in stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001495313,"gmtCreate":1641296011332,"gmtModify":1676533593992,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Pick up more tsla and pltr!","listText":"Pick up more tsla and pltr!","text":"Pick up more tsla and pltr!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001495313","repostId":"1124443897","repostType":4,"repost":{"id":"1124443897","kind":"news","pubTimestamp":1641289590,"share":"https://ttm.financial/m/news/1124443897?lang=&edition=fundamental","pubTime":"2022-01-04 17:46","market":"us","language":"en","title":"Cathie Wood Continues Booking Profit In Tesla As Stock Shoots Up, Loads Up On These 2 Stocks Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1124443897","media":"Benzinga","summary":"Cathie Wood’sArk Investment Management on Monday sold more shares in Tesla Inc(NASDAQ:TSLA), startin","content":"<html><head></head><body><p><b>Cathie Wood</b>’s<b>Ark Investment Management</b> on Monday sold more shares in <b>Tesla Inc</b>(NASDAQ:TSLA), starting the new year with more profit booking in the electric vehicle stock as it jumped higher after reporting fourth-quarter delivery volumes that far surpassed expectations.</p><p>The popular asset management firm sold 39,262 shares — estimated to be worth $47 million — in Tesla.</p><p>The <b>Elon Musk</b>-led company’s stock soared 13.5% on Monday to close at $1,199.8 a share. The stock rose about 50% in 2021.</p><p>Wood’s firm has exposure in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>(NYSE:ARKK), the <b>Ark Autonomous Technology &amp; Robotics ETF</b>(NYSE:ARKQ) and the <b>Ark Next Generation Internet ETF</b>(NYSE:ARKW).</p><p>The three ETFs held about 1.75 million shares worth $1.84 billion in Tesla, prior to Monday’s trade.</p><p>Tesla on Sunday smashed fourth-quarter delivery records, posting its biggest quarterly and full-year delivery volume.</p><p>A Tesla super-bull, Wood has long favored the Musk-led company and set a $3,000 price target for the electric vehicle stock for 2025.</p><p>The St. Petersburg, Florida-based Ark has recently also begun buying shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>(NYSE:XPEV).</p><p>Here are some other key Ark Invest trades from Monday:</p><ul><li>Bought 442,456 shares — estimated to be worth $8.2 million — in <b>Palantir Technologies Inc</b>(NYSE:PLTR). Shares of the Peter Thiel-founded data company closed 1.8% higher at $18.5 a share.</li><li>Sold 359,577 shares — estimated to be worth $15.3 million — in <b>Twitter Inc</b>(NYSE:TWTR). The micro-blogging company’s stock closed 1.3% lower at $42.7 a share.</li><li>Bought 345,771 shares — estimated to be worth $6.4 million — in <b>Robinhood</b> <b>Markets Inc</b>(NASDAQ:HOOD). Shares of the commission-free trading app that deals in stocks, exchange-traded funds and cryptocurrencies closed 3.8% higher at $18.4 a share.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Continues Booking Profit In Tesla As Stock Shoots Up, Loads Up On These 2 Stocks Instead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Continues Booking Profit In Tesla As Stock Shoots Up, Loads Up On These 2 Stocks Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 17:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/24873551/cathie-wood-continues-booking-profit-in-tesla-as-stock-shoots-up-loads-up-on-these-2-sto><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’sArk Investment Management on Monday sold more shares in Tesla Inc(NASDAQ:TSLA), starting the new year with more profit booking in the electric vehicle stock as it jumped higher after ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24873551/cathie-wood-continues-booking-profit-in-tesla-as-stock-shoots-up-loads-up-on-these-2-sto\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","HOOD":"Robinhood","TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/24873551/cathie-wood-continues-booking-profit-in-tesla-as-stock-shoots-up-loads-up-on-these-2-sto","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124443897","content_text":"Cathie Wood’sArk Investment Management on Monday sold more shares in Tesla Inc(NASDAQ:TSLA), starting the new year with more profit booking in the electric vehicle stock as it jumped higher after reporting fourth-quarter delivery volumes that far surpassed expectations.The popular asset management firm sold 39,262 shares — estimated to be worth $47 million — in Tesla.The Elon Musk-led company’s stock soared 13.5% on Monday to close at $1,199.8 a share. The stock rose about 50% in 2021.Wood’s firm has exposure in Tesla via three of its exchange-traded funds — the Ark Innovation ETF(NYSE:ARKK), the Ark Autonomous Technology & Robotics ETF(NYSE:ARKQ) and the Ark Next Generation Internet ETF(NYSE:ARKW).The three ETFs held about 1.75 million shares worth $1.84 billion in Tesla, prior to Monday’s trade.Tesla on Sunday smashed fourth-quarter delivery records, posting its biggest quarterly and full-year delivery volume.A Tesla super-bull, Wood has long favored the Musk-led company and set a $3,000 price target for the electric vehicle stock for 2025.The St. Petersburg, Florida-based Ark has recently also begun buying shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc(NYSE:XPEV).Here are some other key Ark Invest trades from Monday:Bought 442,456 shares — estimated to be worth $8.2 million — in Palantir Technologies Inc(NYSE:PLTR). Shares of the Peter Thiel-founded data company closed 1.8% higher at $18.5 a share.Sold 359,577 shares — estimated to be worth $15.3 million — in Twitter Inc(NYSE:TWTR). The micro-blogging company’s stock closed 1.3% lower at $42.7 a share.Bought 345,771 shares — estimated to be worth $6.4 million — in Robinhood Markets Inc(NASDAQ:HOOD). Shares of the commission-free trading app that deals in stocks, exchange-traded funds and cryptocurrencies closed 3.8% higher at $18.4 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003665141,"gmtCreate":1640964624515,"gmtModify":1676533559263,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"I guess it will never go below 900 again&nbsp;","listText":"I guess it will never go below 900 again&nbsp;","text":"I guess it will never go below 900 again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003665141","repostId":"1138638823","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122426529,"gmtCreate":1624630725261,"gmtModify":1703842264746,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122426529","repostId":"1198714523","repostType":2,"repost":{"id":"1198714523","kind":"news","pubTimestamp":1624611463,"share":"https://ttm.financial/m/news/1198714523?lang=&edition=fundamental","pubTime":"2021-06-25 16:57","market":"us","language":"en","title":"NIO Still Has Significant Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1198714523","media":"seekingalpha","summary":"Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla .Tes","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is already well over a 10-bagger.</li>\n <li>Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.</li>\n <li>There are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>NIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.</p>\n<p>Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).</p>\n<p>Tesla stock had a similar success in 2020, which was capped off by its introduction in the S&amp;P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.</p>\n<p>Nevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.</p>\n<p><b>Automotive disruption</b></p>\n<p>The automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.</p>\n<p>This means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.</p>\n<p>Even though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&amp;P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.</p>\n<p>In short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.</p>\n<p><b>NIO: Chinese Tesla</b></p>\n<p>This opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).</p>\n<p>To that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.</p>\n<p>NIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.</p>\n<p>It is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.</p>\n<p>In any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.</p>\n<p>While there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.</p>\n<p><img src=\"https://static.tigerbbs.com/1373049969409b7fa8a90c380b6204e0\" tg-width=\"570\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.</p>\n<p>BaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.</p>\n<p>Hence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.</p>\n<p><b>Valuation</b></p>\n<p>Some have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.</p>\n<p>Nevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.</p>\n<p>This is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.</p>\n<p>There are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.</p>\n<p>With regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.</p>\n<p>Nevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.</p>\n<p>If NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.</p>\n<p>From that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).</p>\n<p><b>Risks</b></p>\n<p>Of course, there are major risks. Mainly, this thesis is based on two assumptions:</p>\n<ul>\n <li>Tesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;</li>\n <li>NIO is best positioned to most closely track Tesla's business and stock performance.</li>\n</ul>\n<p>Any decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.</p>\n<p>Needless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).</p>\n<p>Additionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.</p>\n<p>The last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.</p>\n<p>Further, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.</p>\n<p>As described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.</p>\n<p><b>Takeaway</b></p>\n<p>In the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.</p>\n<p>However, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.</p>\n<p>NIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.</p>\n<p>While far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.</p>\n<p>This means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.</p>\n<p>The bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Still Has Significant Upside Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Still Has Significant Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436519-nio-still-has-upside-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198714523","content_text":"Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.\nThere are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.\n\nInvestment Thesis\nNIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.\nStill, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).\nTesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.\nNevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.\nAutomotive disruption\nThe automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.\nThis means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.\nEven though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.\nIn short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.\nNIO: Chinese Tesla\nThis opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).\nTo that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.\nNIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.\nIt is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.\nIn any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.\nWhile there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.\n\nNIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.\nBaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.\nHence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.\nValuation\nSome have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.\nNevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.\nThis is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.\nThere are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.\nWith regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.\nNevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.\nIf NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.\nFrom that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).\nRisks\nOf course, there are major risks. Mainly, this thesis is based on two assumptions:\n\nTesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;\nNIO is best positioned to most closely track Tesla's business and stock performance.\n\nAny decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.\nNeedless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).\nAdditionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.\nThe last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.\nFurther, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.\nAs described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.\nTakeaway\nIn the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.\nHowever, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.\nNIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.\nWhile far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.\nThis means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.\nThe bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163008174,"gmtCreate":1623852479898,"gmtModify":1703821457761,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"What is $TSLA? EV company, solar company, battery company, car manufacturing, AI company, taxi company… I think is everything… $2000 in 2-3 years","listText":"What is $TSLA? EV company, solar company, battery company, car manufacturing, AI company, taxi company… I think is everything… $2000 in 2-3 years","text":"What is $TSLA? EV company, solar company, battery company, car manufacturing, AI company, taxi company… I think is everything… $2000 in 2-3 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163008174","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://ttm.financial/m/news/1105892749?lang=&edition=fundamental","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p>\n<p>Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p>\n<p>That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p>\n<p>Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p>\n<p>“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p>\n<p>Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p>\n<p>Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p>\n<p>Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p>\n<p>Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p>\n<p>Delaney rates shares Buy and has an $860 price target.</p>\n<p>New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p>\n<p>Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Bulls Look for Stock Catalysts. They Found Three.</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 Bulls Look for Stock Catalysts. They Found Three.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119442650,"gmtCreate":1622561276970,"gmtModify":1704186417123,"author":{"id":"3557053823128004","authorId":"3557053823128004","name":"Xxh","avatar":"https://static.tigerbbs.com/7f29d4ff840a32cbb5b496cbafcdf1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557053823128004","idStr":"3557053823128004"},"themes":[],"htmlText":"Chiong to buy at 100. Let alone 90","listText":"Chiong to buy at 100. Let alone 90","text":"Chiong to buy at 100. Let alone 90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119442650","repostId":"1107522849","repostType":4,"repost":{"id":"1107522849","kind":"news","pubTimestamp":1622546178,"share":"https://ttm.financial/m/news/1107522849?lang=&edition=fundamental","pubTime":"2021-06-01 19:16","market":"us","language":"en","title":"Apple Stock To Sink 30%? Inside The Mind Of A Bear","url":"https://stock-news.laohu8.com/highlight/detail?id=1107522849","media":"TheStreet","summary":"There is a new bear roaming the Apple orchard. Could Apple stock dip about 30% from current levels, as one Wall Street analyst argues?Anew bear has emerged from its cave. New Street’s Pierre Ferragu believes that Apple stock is now a sell, downgraded from his previous neutral stance, and that shares could sink by nearly 30% from current levels to only $90.The Apple Maven gets inside the mind of this Wall Street skeptic to better understand the potential risks of investing in Apple stock today.Pi","content":"<p>There is a new bear roaming the Apple orchard. Could Apple stock dip about 30% from current levels, as one Wall Street analyst argues?</p>\n<p>Anew bear has&nbsp;emerged&nbsp;from its cave. New Street’s Pierre Ferragu believes that Apple stock is now a sell, downgraded from his previous neutral stance, and that shares could sink by nearly 30% from current levels to only $90.</p>\n<p>The Apple Maven gets inside the mind of this Wall Street skeptic to better understand the potential risks of investing in Apple stock today.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd3a0c90859283b1acacd5c5258f1e15\" tg-width=\"1240\" tg-height=\"827\"><span>Figure 1: Wall Street bear.</span></p>\n<p><b>“12S cycle” coming up?</b></p>\n<p>New Street is effectively the only true Apple bear on Wall Street today. Famed skeptic Rod Hall, at Goldman Sachs, finally&nbsp;threw in the towel&nbsp;after the Cupertino company delivered&nbsp;a record-breaking fiscal second quarter. Wolfe Research’s Jeff Kvaal&nbsp;maintains his sell rating, but at a high price target of $125 that suggests minimal downside risk.</p>\n<p>Pierre Ferragu goes deeper. In his view, the best of Apple’s iPhone upgrade wave, the&nbsp;so-called 5G super cycle, has been left in the rearview mirror. The point was reinforced by the analyst’s views that the Cupertino company’s upcoming smartphone will probably be a “12S model” with limited updates.</p>\n<p>In addition to an underwhelming 2021 iPhone model in the pipeline, Mr. Ferragu’s bearish thesis is further illustrated by his quote below:</p>\n<blockquote>\n “The key question is how things shape up for next year, as the current super cycle has brought forward demand […] and consumers spend less on consumer electronics as the economy re-opens.”\n</blockquote>\n<p><b>Plugging some numbers</b></p>\n<p>New Street offered some figures to back up the 30% downside risk. According to the analyst, 2022 iPhone shipments would land at 190 million units, at the mid-point of the guidance range.</p>\n<p>If ASPs (average selling prices) remain elevated, as they have been in the first two quarters of fiscal 2021, the bear case points at next-year iPhone revenues of around $150 billion. At these levels, iPhone sales would have increased by a modest 5% per year through the COVID-19 crisis and pandemic recovery, against what I estimate to be nearly 20% consensus growth.</p>\n<p>Considering how relevant the iPhone still is to Apple’s financial performance (50% of total company sales in fiscal 2020), low growth prospects would likely lead to valuation compression. The double whammy would come in the form of consensus-lagging EPS, a combination of which would be needed to support New Street’s $90 share price target.</p>\n<p><b>The Apple Maven’s opinion</b></p>\n<p>One thing is clear: stock prices can swing wildly and correct sharply. Apple stock is no stranger to painful pullbacks. Shares have dipped by 40% or more from the peak (12% currently, plus the nearly 30% decline expected by New Street) several times before, as the chart below suggests.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/065aa03f398ac3a8622598724e214a02\" tg-width=\"665\" tg-height=\"398\"><span>Figure 2: Maximum drawdown in AAPL since IPO.</span></p>\n<p>But quite a bit would have to go wrong, in my opinion, for AAPL to return to $90 – levels not seen since the thick of the pandemic. From higher ASPs in 2021 to increased sales well past the peak of the stay-at-home buying spree, the iPhone seems to be experiencing a secular, not temporary increase in demand.</p>\n<p>Weakness in iPhone would likely need to come along muted results in other segments as well. In other words, Apple’s troubles would have to be broader, rather than product specific. To me, this would only be possible under two key assumptions:</p>\n<ul>\n <li>The post-pandemic “return to normal” will, indeed, cause discretionary spending to shift meaningfully away from tech devices and services – which I am skeptical about;</li>\n <li>The economy will endure a double-dip recession that cannot be remedied as well by fiscal and monetary stimuli –something that I also believe to be of low probability.</li>\n</ul>\n<p>At the end of the day, AAPL $90 is possible – just not highly likely, in my view.</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 Stock To Sink 30%? 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Inside The Mind Of A Bear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 19:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-to-sink-30-inside-the-mind-of-a-bear><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There is a new bear roaming the Apple orchard. Could Apple stock dip about 30% from current levels, as one Wall Street analyst argues?\nAnew bear has emerged from its cave. New Street’s Pierre Ferragu ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-to-sink-30-inside-the-mind-of-a-bear\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-to-sink-30-inside-the-mind-of-a-bear","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107522849","content_text":"There is a new bear roaming the Apple orchard. Could Apple stock dip about 30% from current levels, as one Wall Street analyst argues?\nAnew bear has emerged from its cave. New Street’s Pierre Ferragu believes that Apple stock is now a sell, downgraded from his previous neutral stance, and that shares could sink by nearly 30% from current levels to only $90.\nThe Apple Maven gets inside the mind of this Wall Street skeptic to better understand the potential risks of investing in Apple stock today.\nFigure 1: Wall Street bear.\n“12S cycle” coming up?\nNew Street is effectively the only true Apple bear on Wall Street today. Famed skeptic Rod Hall, at Goldman Sachs, finally threw in the towel after the Cupertino company delivered a record-breaking fiscal second quarter. Wolfe Research’s Jeff Kvaal maintains his sell rating, but at a high price target of $125 that suggests minimal downside risk.\nPierre Ferragu goes deeper. In his view, the best of Apple’s iPhone upgrade wave, the so-called 5G super cycle, has been left in the rearview mirror. The point was reinforced by the analyst’s views that the Cupertino company’s upcoming smartphone will probably be a “12S model” with limited updates.\nIn addition to an underwhelming 2021 iPhone model in the pipeline, Mr. Ferragu’s bearish thesis is further illustrated by his quote below:\n\n “The key question is how things shape up for next year, as the current super cycle has brought forward demand […] and consumers spend less on consumer electronics as the economy re-opens.”\n\nPlugging some numbers\nNew Street offered some figures to back up the 30% downside risk. According to the analyst, 2022 iPhone shipments would land at 190 million units, at the mid-point of the guidance range.\nIf ASPs (average selling prices) remain elevated, as they have been in the first two quarters of fiscal 2021, the bear case points at next-year iPhone revenues of around $150 billion. At these levels, iPhone sales would have increased by a modest 5% per year through the COVID-19 crisis and pandemic recovery, against what I estimate to be nearly 20% consensus growth.\nConsidering how relevant the iPhone still is to Apple’s financial performance (50% of total company sales in fiscal 2020), low growth prospects would likely lead to valuation compression. The double whammy would come in the form of consensus-lagging EPS, a combination of which would be needed to support New Street’s $90 share price target.\nThe Apple Maven’s opinion\nOne thing is clear: stock prices can swing wildly and correct sharply. Apple stock is no stranger to painful pullbacks. Shares have dipped by 40% or more from the peak (12% currently, plus the nearly 30% decline expected by New Street) several times before, as the chart below suggests.\nFigure 2: Maximum drawdown in AAPL since IPO.\nBut quite a bit would have to go wrong, in my opinion, for AAPL to return to $90 – levels not seen since the thick of the pandemic. From higher ASPs in 2021 to increased sales well past the peak of the stay-at-home buying spree, the iPhone seems to be experiencing a secular, not temporary increase in demand.\nWeakness in iPhone would likely need to come along muted results in other segments as well. In other words, Apple’s troubles would have to be broader, rather than product specific. To me, this would only be possible under two key assumptions:\n\nThe post-pandemic “return to normal” will, indeed, cause discretionary spending to shift meaningfully away from tech devices and services – which I am skeptical about;\nThe economy will endure a double-dip recession that cannot be remedied as well by fiscal and monetary stimuli –something that I also believe to be of low probability.\n\nAt the end of the day, AAPL $90 is possible – just not highly likely, in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}