flyingfish28 personal page - To The Moon

flyingfish28

flyingfish28

No personal profile

458Follow

93Followers

0Topic

0Badge

2023-12-11

K

@koolgal:It's Bargain Hunting Time For Chinese EV Stocks!

2023-06-27

Fun and easy game to play

2023-06-26

Nice and fun game to play

2023-06-25

Fun and interesting game to play

2023-06-24

Fun and nic egame to play

2023-06-24

Nice an dfun game to play

@TigerEvents:Light up your investing with Tiger, play and win prizes worth up to USD 999

2023-04-19

Fun and interesting game

2023-04-18

Fun game to play!!!!!!

2023-04-17

Fun and interestijg game

2023-04-16

Fun and interesting game

2023-04-14

Fun and interesting game

2023-04-13

Interesting and fun game

2023-04-12

Fun and interesting game

2023-04-11

Nice amd fun game to play

2023-04-10

Fun and engaging game

2023-04-09

Fun and easy game to play

2023-04-08

Nice and fun game to play

2023-04-07

Vvery fun and engaging game

2023-04-06

Fun and easy game to play

2023-04-05

Fun and simpel game to play!

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3559187437759047","uuid":"3559187437759047","gmtCreate":1596094740560,"gmtModify":1618727664212,"name":"flyingfish28","pinyin":"flyingfish28","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":93,"headSize":458,"tweetSize":548,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.20%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":29,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":251078904226032,"gmtCreate":1702306750499,"gmtModify":1702306754192,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251078904226032","repostId":"250456592379968","repostType":1,"repost":{"id":250456592379968,"gmtCreate":1702165726036,"gmtModify":1702192478243,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"It's Bargain Hunting Time For Chinese EV Stocks! ","htmlText":"🌟🌟🌟This week Ratings Agency Moody cut its outlook on China's credit rating to negative from stable saying that the country faces an economic slowdown.&nbsp; However other global&nbsp;ratings agencies Fitch Ratings and S&amp;P Global Ratings made no changes.&nbsp; Fitch affirmed China's A+ rating with a stable outlook in August while S&amp;P Global said on Wednesday December 6 that it has retained China's A+ rating with a stable outlook. Chinese EV stocks fell after the news of Moody's rating.&nbsp; However according to Reuters, foreign capital recorded a net inflow via the northbound trading link&nbsp;on Wednesday December 8 2023.&nbsp;&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; fell 1.4% on Friday. However Nio's share price bounce","listText":"🌟🌟🌟This week Ratings Agency Moody cut its outlook on China's credit rating to negative from stable saying that the country faces an economic slowdown.&nbsp; However other global&nbsp;ratings agencies Fitch Ratings and S&amp;P Global Ratings made no changes.&nbsp; Fitch affirmed China's A+ rating with a stable outlook in August while S&amp;P Global said on Wednesday December 6 that it has retained China's A+ rating with a stable outlook. Chinese EV stocks fell after the news of Moody's rating.&nbsp; However according to Reuters, foreign capital recorded a net inflow via the northbound trading link&nbsp;on Wednesday December 8 2023.&nbsp;&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; fell 1.4% on Friday. However Nio's share price bounce","text":"🌟🌟🌟This week Ratings Agency Moody cut its outlook on China's credit rating to negative from stable saying that the country faces an economic slowdown. However other global ratings agencies Fitch Ratings and S&P Global Ratings made no changes. Fitch affirmed China's A+ rating with a stable outlook in August while S&P Global said on Wednesday December 6 that it has retained China's A+ rating with a stable outlook. Chinese EV stocks fell after the news of Moody's rating. However according to Reuters, foreign capital recorded a net inflow via the northbound trading link on Wednesday December 8 2023. $NIO Inc.(NIO)$ fell 1.4% on Friday. However Nio's share price bounce","images":[{"img":"https://community-static.tradeup.com/news/2fefe52b3e332533dbad1088fee13ced","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/b7b461c13786629ad1ba1adc12023e0e","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/b41b0650479f1a17843faf27bddb8074","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250456592379968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":766527687884864,"gmtCreate":1687827521219,"gmtModify":1687827526596,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and easy game to play","listText":"Fun and easy game to play","text":"Fun and easy game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/766527687884864","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191629494694016,"gmtCreate":1687793194850,"gmtModify":1687793200108,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Nice and fun game to play","listText":"Nice and fun game to play","text":"Nice and fun game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191629494694016","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190866104193072,"gmtCreate":1687623871283,"gmtModify":1687623874580,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and interesting game to play&nbsp;","listText":"Fun and interesting game to play&nbsp;","text":"Fun and interesting game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190866104193072","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190820013416712,"gmtCreate":1687612650256,"gmtModify":1687612653696,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and nic egame to play","listText":"Fun and nic egame to play","text":"Fun and nic egame to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190820013416712","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190820261908656,"gmtCreate":1687612634126,"gmtModify":1687612637608,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Nice an dfun game to play","listText":"Nice an dfun game to play","text":"Nice an dfun game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190820261908656","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944515855,"gmtCreate":1681913664878,"gmtModify":1681913669302,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and interesting game","listText":"Fun and interesting game","text":"Fun and interesting game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944515855","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944692380,"gmtCreate":1681817496440,"gmtModify":1681817500046,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun game to play!!!!!!","listText":"Fun game to play!!!!!!","text":"Fun game to play!!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944692380","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944363012,"gmtCreate":1681707986436,"gmtModify":1681707990273,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and interestijg game","listText":"Fun and interestijg game","text":"Fun and interestijg game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944363012","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944094518,"gmtCreate":1681615494834,"gmtModify":1681615499696,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and interesting game","listText":"Fun and interesting game","text":"Fun and interesting game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944094518","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945217969,"gmtCreate":1681484724951,"gmtModify":1681484730390,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and interesting game","listText":"Fun and interesting game","text":"Fun and interesting game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945217969","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945365614,"gmtCreate":1681384800339,"gmtModify":1681384804786,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Interesting and fun game","listText":"Interesting and fun game","text":"Interesting and fun game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945365614","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942765514,"gmtCreate":1681308620438,"gmtModify":1681308624432,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and interesting game&nbsp;","listText":"Fun and interesting game&nbsp;","text":"Fun and interesting game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942765514","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942668198,"gmtCreate":1681214466115,"gmtModify":1681214469329,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Nice amd fun game to play&nbsp;","listText":"Nice amd fun game to play&nbsp;","text":"Nice amd fun game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942668198","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942993777,"gmtCreate":1681096101099,"gmtModify":1681096103889,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and engaging game&nbsp;","listText":"Fun and engaging game&nbsp;","text":"Fun and engaging game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942993777","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946719329,"gmtCreate":1681053355662,"gmtModify":1681053359274,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and easy game to play","listText":"Fun and easy game to play","text":"Fun and easy game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946719329","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946605297,"gmtCreate":1680928380920,"gmtModify":1680928384514,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Nice and fun game to play","listText":"Nice and fun game to play","text":"Nice and fun game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946605297","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946919833,"gmtCreate":1680833839823,"gmtModify":1680833843859,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Vvery fun and engaging game","listText":"Vvery fun and engaging game","text":"Vvery fun and engaging game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946919833","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948518726,"gmtCreate":1680740147366,"gmtModify":1680740151341,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and easy game to play","listText":"Fun and easy game to play","text":"Fun and easy game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948518726","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948845376,"gmtCreate":1680683778196,"gmtModify":1680683781689,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559187437759047","authorIdStr":"3559187437759047"},"themes":[],"htmlText":"Fun and simpel game to play!","listText":"Fun and simpel game to play!","text":"Fun and simpel game to play!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9948845376","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988129262,"gmtCreate":1666699751257,"gmtModify":1676537791940,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9988129262","repostId":"2277240299","repostType":4,"repost":{"id":"2277240299","kind":"highlight","pubTimestamp":1666685056,"share":"https://ttm.financial/m/news/2277240299?lang=&edition=fundamental","pubTime":"2022-10-25 16:04","market":"us","language":"en","title":"Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=2277240299","media":"Motley Fool","summary":"Recession-proof stocks must offer something that makes investors want to buy them even when the economy is tanking.","content":"<html><head></head><body><p>We won&#39;t officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.</p><p>For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there&#39;s at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.</p><p>These forecasts don&#39;t guarantee that a recession is coming. But it&#39;s possible that the current bear market will continue for a while longer. That doesn&#39;t mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here&#39;s what history shows.</p><h2>Some bad news</h2><p>The SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.</p><p>I&#39;ve got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.</p><p>The <b>Consumer Staples Select Sector SPDR Fund</b> held up well during the recession of 2001. However, it still slid a little. The <b>Materials Select Sector SPDR ETF</b> performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/853673b3d7036f65675cb75460619a54\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>However, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the <b>Utilities Select Sector SPDR Fund</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02a98d572e35a8953471c6c7828d2061\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>All of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn&#39;t fall nearly as much as the others did.</p><h2>Looking for exceptions</h2><p>The cold, hard truth is that no category of stocks thrives in all recessions. But it&#39;s clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I&#39;m referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.</p><p><b>Johnson &amp; Johnson</b> stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f6c443d5d4b1ad723b683769a5fdc5f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>JNJ data by YCharts</span></p><p><b>Walmart</b> performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b80d8bd9dda516f36e873284c8ef2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>WMT data by YCharts</span></p><p><b>Moderna</b>&#39;s share price skyrocketed during the quick recession of 2020. That&#39;s not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0182e88d0371524d986b304119608277\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>MRNA data by YCharts</span></p><h2>Likely outliers in the next recession</h2><p>Which stocks might be outliers in the next recession, assuming it isn&#39;t too far off? I think we can learn from history.</p><p>Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, <b>Dollar General</b>, should do so as well.</p><p>Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It&#39;s also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.</p><p>Just as Johnson &amp; Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- <b>Vertex Pharmaceuticals</b>. Vertex&#39;s revenue and earnings will almost certainly grow robustly even amid an economic downturn.</p><p>The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows</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\">\nWhich Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLU":"公共事业指数ETF-SPDR","JNJ":"强生","XLP":"消费品指数ETF-SPDR主要消费品","WMT":"沃尔玛","XLB":"材料ETF","MRNA":"Moderna, Inc.","VRTX":"福泰制药","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277240299","content_text":"We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there's at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.These forecasts don't guarantee that a recession is coming. But it's possible that the current bear market will continue for a while longer. That doesn't mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here's what history shows.Some bad newsThe SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.I've got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.The Consumer Staples Select Sector SPDR Fund held up well during the recession of 2001. However, it still slid a little. The Materials Select Sector SPDR ETF performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)XLP data by YChartsHowever, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the Utilities Select Sector SPDR Fund.XLP data by YChartsAll of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn't fall nearly as much as the others did.Looking for exceptionsThe cold, hard truth is that no category of stocks thrives in all recessions. But it's clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I'm referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.Johnson & Johnson stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.JNJ data by YChartsWalmart performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.WMT data by YChartsModerna's share price skyrocketed during the quick recession of 2020. That's not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.MRNA data by YChartsLikely outliers in the next recessionWhich stocks might be outliers in the next recession, assuming it isn't too far off? I think we can learn from history.Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, Dollar General, should do so as well.Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It's also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.Just as Johnson & Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- Vertex Pharmaceuticals. Vertex's revenue and earnings will almost certainly grow robustly even amid an economic downturn.The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961731210,"gmtCreate":1669043840930,"gmtModify":1676538143972,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9961731210","repostId":"2284891180","repostType":4,"repost":{"id":"2284891180","kind":"highlight","pubTimestamp":1669017887,"share":"https://ttm.financial/m/news/2284891180?lang=&edition=fundamental","pubTime":"2022-11-21 16:04","market":"us","language":"en","title":"SPX: A Rallying Stock Market Is Bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2284891180","media":"Seeking Alpha","summary":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has som","content":"<html><head></head><body><h2>Summary</h2><ul><li>Stocks rallied viciously due to lower inflation data.</li><li>I believe this bear market rally has some more room to go, but I wouldn’t bet on it.</li><li>The root cause of falling inflation isn’t bullish for stocks.</li><li>In 2023, bad news will be bad news again, and a rallying stock market is bearish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41fe2c4feaba1c36352e0d9664de24f3\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>blewisphotography/iStock via Getty Images</span></p><h2>“Hopium” is back again</h2><p>It doesn’t take much for investors to be optimistic about the markets again. Last week the S&amp;P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8830de04b6cb31c02f372c43e213054\" tg-width=\"1275\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>CPI &amp; PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)</span></p><p>So far, so unsurprising – not for the market, though. The S&amp;P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.</p><p>On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.</p><p>I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.</p><p>The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&amp;P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.</p><p>In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&amp;P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&amp;P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair value<i>should</i> be. There are many more factors at play.</p><p>After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.</p><h2>Searching for historical bottoms</h2><p>Usually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8447327903f174e95c5886662c788efe\" tg-width=\"1278\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>Fed Funds &amp; SP500 (Excel from Author using data from fred.stlouisfed.org)</span></p><p>That’s because of the circumstances of the previous pivot points.</p><p>When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in only<i>after</i> the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.</p><p>In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated <i>because of it</i>. That fundamental difference exists because of inflation.</p><p>During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93089c2daa2b2a46fe64342b4a9c84db\" tg-width=\"1200\" tg-height=\"659\" referrerpolicy=\"no-referrer\"/><span>Taylor-Rule (Author)</span></p><p>According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,<i>and</i> (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.</p><p>During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.</p><p>Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.</p><h2>Trying to time the pivot?</h2><p>We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.</p><p>Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?</p><p>That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:</p><h3>1. The Federal Reserve wants to make sure that inflation is dealt with</h3><p>During the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.</p><h3>2. Unemployment is too low</h3><p>Without the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.</p><p>Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.</p><h3>3. Bad news will be bad news again</h3><p>I think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.</p><p>I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.</p><p>Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ecc783a2e50ff641e9c70d6bfcb9101\" tg-width=\"1169\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>M2 &amp; US Treasury General Account (fred.stlouisfed.org)</span></p><p>In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.</p><h3>4. A stock-market rally is bearish</h3><p>Something has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.</p><h2>Summary</h2><p>I believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&amp;P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.</p><p><i>This article is written by Nikolai Galozi for reference only. Please note the risks.</i></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>SPX: A Rallying Stock Market Is Bearish</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\">\nSPX: A Rallying Stock Market Is Bearish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4559201-spx-a-rallying-stock-market-is-bearish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284891180","content_text":"SummaryStocks rallied viciously due to lower inflation data.I believe this bear market rally has some more room to go, but I wouldn’t bet on it.The root cause of falling inflation isn’t bullish for stocks.In 2023, bad news will be bad news again, and a rallying stock market is bearish.blewisphotography/iStock via Getty Images“Hopium” is back againIt doesn’t take much for investors to be optimistic about the markets again. Last week the S&P 500 (SPX) rallied ~6%, and the Nasdaq ~8% after the inflation print came in lower than expected at 7.7% YoY or 0.4% MoM. The PPI data should come in lower too, reflecting the symptoms of a slowing economy and weakening consumer spending.CPI & PPI YoY Percentage Change (Author Excel with Data from fred.stlouisfed.org)So far, so unsurprising – not for the market, though. The S&P 500 and the Nasdaq made the bulk of their gains last week right after the CPI report was published. Markets played the pivot book: The Dollar (DXY) withdrew sharply as Yields collapsed, and assets appreciated. The market priced in a higher probability of relative monetary easing of the Federal Reserve due to lower-than-expected inflation. Naturally, the most interest-rate sensitive assets appreciated the most, hence the outperformance of the Nasdaq. Bitcoin (BTC-USD) rose over 10% on that day. Although that gain has to be taken with a caveat because the CPI print followed the day that FTX went bankrupt and Crypto assets collapsed. Therefore, a rebound seemed natural.On Thursday, the Nasdaq (NDX) had its best trading day since April 2020. I don’t believe a new bull market has started, however. Huge upswings and short squeezes are characteristic of bear market rallies. The underlying macroeconomic circumstances have not changed enough to put an end to this bear market. I believe this rally is one of the bigger ones, like the bear market rally starting in June 2022. I believe the market can feed off of big short exposure and the narrative that inflation has finally peaked.I also believe inflation has peaked, as I cannot imagine that the economy will be able to healthily operate with the immense burden of the sharply risen cost of capital. The previously raised interest rates start to feed into the economy gradually. As Jerome Powell always reminds us: “Monetary Policy works with long and variable lags.” That counts for monetary easing and monetary tightening. Additionally, the basis effect should help keep the YoY inflation rate comparatively low.The financial stress that the economy will have to endure during the first half of 2023 seems too high to be bullish at the current valuation level. While analysts have lowered their expectations for 2023 earnings, they are still around ~$220 for the S&P 500 (0% growth), which currently reflects a P/E FWD of 18x. Given the macroeconomic and geopolitical circumstances I believe that is still way too high.In the event of a recession, which is my base case, earnings should fall and not only stay flat for 2023. Assuming the earnings multiple for the S&P 500 goes back to its mean of 16x and earnings depreciate by 10% in 2023 (basically guaranteed if a real recession hits), the fair value of the S&P should be around 3,200 points. Of course, the P/E FWD ratio estimate is only for constructing a framework about where the fair valueshould be. There are many more factors at play.After all, the alternative to equities is an investment in basically risk-free US government bonds, which now have moved into the positive real-rate territory across the yield curve. During the last 20 years, expansive monetary policy has moved even the most risk-averse investors into the equity space. Now that risk-free rates have risen, these risk-averse players are attracted by the risk-free yield, especially when compared to equity premiums. This is why I believe that the current drawdown in equities only accounts for the yield rise and not for earnings depreciation. I make the speculation of largely not being invested while waiting until the other shoe drops, most likely in H1/2023.Searching for historical bottomsUsually, the market is forward-looking and doesn’t reflect the economy. However, historically trying to front-run the pivot didn’t work:Fed Funds & SP500 (Excel from Author using data from fred.stlouisfed.org)That’s because of the circumstances of the previous pivot points.When the Federal Reserve raised rates during the 2000’s it was because the economy was overheating, and the labor market was tight. While rates were rising, the stock market appreciated because of strong fundamentals (rising GDP). After some time, the monetary tightening worked itself into the economy, and the market fundamentals started to worsen. After a period of plateauing rates, the stock market tumbled, and the Federal Reserve was quick to cut rates. While the Federal Reserve was cutting rates the stock market fell even further. Historically, the bottom of the stock market was in onlyafter the Federal Reserve had already cut rates significantly and the liquidity cycle started to move upwards again.In 2022, however, we have a different situation. The Federal Reserve tightened monetary policy, and the stock market depreciated because of it. That fundamental difference exists because of inflation.During the last 40 years, the overarching trend of inflation was down. Especially in the last 20 years, global Central Banks struggled to create inflation with loose monetary policy. If the economy and the financial markets start to struggle while there is no concern about material inflation or even fear of deflation, then the playbook of Central Banks becomes very easy: stimulate the economy to raise inflation and decrease unemployment.Taylor-Rule (Author)According to the Taylor Rule, the Federal Reserve had to lower interest rates (1-h) so often in the past because inflation was below the long-term inflation rate goal,and (1-g) GDP was also below the long-term production potential. Both parts of the formula demanded monetary easing.During 2020-2022 the macroeconomic circumstances changed 180 degrees. Because of several shortages, and most importantly massive fiscal stimulus, which was fully financed by expansive monetary policy, demand exploded while goods were scarce. After inflation came in hot quarter after quarter, the Federal Reserve had to raise rates into a falling stock market for the first time in 20+ years.Because of the traditionally backward-looking indicators of Central Banks (i.e. unemployment), the economy appeared red hot while inflation was clearly above the 2% target. These two macroeconomic circumstances basically guaranteed monetary tightening. A falling stock market is appreciated by the Federal Reserve because it resembles tightening financial conditions. Tightening financial conditions should decrease inflation and raise unemployment – the goals of the central bank policy during times like these.Trying to time the pivot?We are in a different situation now, though. Inflation is still way above the 2% target. But the slowdown of the global economy is getting more and more clear by the day. And many of the bubbles fueled by monetary excesses [i.e. Meme-Tech-stocks like Peleton (PTON), Palantir (PLTR), Nikola (NKLA), or Crypto (BTC) / (ETH)] have deflated 80-90% from their highs.Many investors ask themselves now: If inflation has peaked and the economy is materially slowing down, why not buy the dip in risk assets? Won’t the Fed Put be back after inflation comes down MoM?That sounds like an attractive argument. Hence, I believe the current rally could sustain for the remainder of 2022. There are finally positive news for the stock market to rally. Ultimately, however, I believe the current stock price action is nothing more than a rather violent bear market rally because of the following reasons:1. The Federal Reserve wants to make sure that inflation is dealt withDuring the speculation mania that followed the March 2020 Covid crash, any doubt about valuation levels was quickly dismissed with the “don’t fight the Fed” mantra. And speculators were right back then. If the liquidity cycle makes a big upswing, you don’t want to be caught off guard shorting stocks because of their stretched valuations. Tesla (TSLA) perma bears painfully had to learn that. But the same counts for when the liquidity cycle is in a downturn and investors are recklessly holding on to their overvalued tech stocks. Fighting the Fed in 2022 means staying invested in long-duration, high-growth, high-valuation equities. Just last week, Powell reiterated the Federal Reserve’s stance to tighten policy until something breaks. Powell seemed confident that it would be easier to put the economy into recession and then rescue it after they overtighten financial conditions. After all, nothing kills inflation like a recession.2. Unemployment is too lowWithout the labor market breaking and unemployment sharply rising, there is no reason for global Central Banks to meaningfully change the direction of their policy to an accommodative level. During the FOMC meeting, Powell made it clear that rates will likely stay higher for longer than the market currently expects. The Federal Reserve has given up on its attempt of engineering a “softish landing”. Inflation becoming entrenched in the economy is their worst fear, and with the low levels of unemployment, the Central Bank doesn’t have to balance its efforts to slow down inflation. Even after the rate hikes are over, quantitative tightening will worsen financial conditions and be a great hurdle for the stock market.Some layoffs have already started. To my belief, tech companies will be able to raise productivity by removing some unnecessary workforce from recent years, where revenue growth was highly monetarily valued, but profitability wasn’t. Facebook (FB), Amazon (AMZN), and Twitter (TWTR) have already started. Alphabet (GOOG) and Apple (AAPL) are likely to follow. If high-paid workers lose their steady income stream, they are likely to sell off some of their accumulated assets in order to have a safety cushion to rely upon. It would be typical that this selling coincides with retail capitulation and a final rise in volatility, which usually marks the low of the bear market. I don’t believe we’re at the end yet, but I don’t want to dismiss the rather orderly decline of stock prices in 2022.3. Bad news will be bad news againI think 2023 will be about the labor market and the effects of higher rates for the housing market and less about the Federal Reserve monetary policy. After all, the bulk of the rate hikes are done, and now it is about how long they can stay this elevated. That’s not as interesting for the stock market as hiking 50-75 basis points per month, at least in terms of forward pricing. As seen last week, the current market is still heavily focused on inflation and the resulting change of the Federal Reserve policy. That’s why bad news about an economic slowdown were bullish. Inflation expectations would decrease, and as a function of that, the Federal Reserve was expected to be less tight.I don’t expect the Federal Reserve to immediately cut rates if the labor market eases. Because of that consistency and resilience to lower rates, I think that bad news will be bad news again in 2023. The housing market should come under pressure too, as more and more mortgages have to be refinanced. As of now, the illiquidity of the housing market makes it seem somewhat resilient. But I don’t believe that resiliency will hold in 2023 if rates stay elevated.Hiking interest rates for fewer percentage points is less bearish but still not bullish, given how elevated rates already are. The liquidity cycle is still in a downturn, albeit less quickly, and Quantitative Tightening still continues linearly. Until now, much of the Quantitative Tightening got neutralized by a rundown of the US Treasury General account:M2 & US Treasury General Account (fred.stlouisfed.org)In 2023, the softening impact of decreasing the treasury account in line with Quantitative Easing will still be possible for some time, but not forever. The likelihood of excessive fiscal policy stimulating the economy has decreased too, given the results of the US midterm elections.4. A stock-market rally is bearishSomething has to break for the Fed to pivot. If the market reaches previous highs, it only increases the probability that Central banks tighten monetary policy even further. That’s because financial conditions usually ease during stock market rallies. Bond yields usually fall because the market expects accommodative monetary policy, which makes it possible for the Federal Reserve to conduct more Quantitative Tightening because investors buy them, trying to front-run a pivot. To me that seems self-defeating.SummaryI believe that in 2023, bad news will be bad news again. Plunging earnings and layoffs will ultimately be bearish for the stock market. The Federal Reserve can only pivot if something breaks. The process of “breaking” usually isn’t bullish for the stock market. Bear markets often end with capitulation, but long-only ETF DCA retail still makes their monthly investments in the S&P 500. Unemployment has to rise to turn these inflows into outflows. Bad news will be bad news, and a rallying stock market will be bearish.This article is written by Nikolai Galozi for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999579776,"gmtCreate":1660563595397,"gmtModify":1676534845090,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999579776","repostId":"2259015474","repostType":4,"repost":{"id":"2259015474","kind":"highlight","pubTimestamp":1660555476,"share":"https://ttm.financial/m/news/2259015474?lang=&edition=fundamental","pubTime":"2022-08-15 17:24","market":"us","language":"en","title":"Did Warren Buffett Really Lose Almost $44 Billion in 3 Months?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259015474","media":"Motley Fool","summary":"The Oracle of Omaha's company reported an eye-popping second-quarter loss -- but not all is what it seems.","content":"<html><head></head><body><p>It&#39;s been an &#34;interesting&#34; year on Wall Street. I say interesting with quotes because we&#39;ve witnessed some truly unprecedented economic data and headlines. In no particular order, we&#39;ve:</p><ul><li>Watched the U.S. inflation rate soar to levels not seen since the early days of the Reagan administration.</li><li>Seen Russia&#39;s invasion of Ukraine cripple an already fragile energy supply chain.</li><li>Borne witness to back-to-back quarters of U.S. gross domestic product declines that hasn&#39;t officially been labeled as a recession.</li><li>Witnessed the Federal Reserve begin a monetary tightening cycle with the stock market in a notable decline.</li></ul><p>As if this wasn&#39;t enough, Wall Street was graced with an eye-popping headline following the release of <b>Berkshire Hathaway</b>&#39;s (BRK.A 1.66%) (BRK.B 1.71%) earnings report on Aug. 6, 2022. In the three months ended June 30, 2022, Berkshire Hathaway lost -- and I hope you&#39;re sitting down for this -- $43.76 billion dollars.</p><p>How on Earth did Berkshire CEO Warren Buffett, one of the greatest investors of our generation, manage to lose almost $44 billion in three months&#39; time? Let me spoil it for you: All is not what it seems in Berkshire&#39;s quarterly earnings report.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F695508%2Fwarren-buffett-motley-fool6-brka-brkb-berkshire.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</p><h2>Berkshire Hathaway&#39;s historic quarterly loss isn&#39;t what it seems</h2><p>Back in 2016, the Financial Accounting Standards Board passed new measures aimed at making corporate income statements, and generally accepted accounting principles (GAAP) reporting, more transparent for investors. One of these measures, ASU 2016-01 (&#34;Recognition and Measurement of Financial Assets and Financial Liabilities&#34;), eliminated the need to classify various categories of equity investments and, instead, required that equity investments be measured at fair value. This meant that changes in equity investments from one quarter to the next would be recognized as net income, or a net loss. Berkshire Hathaway officially adopted this accounting change in its reporting beginning in 2018.</p><p>In simpler terms, the closing price of Warren Buffett&#39;s investments on March 31, 2022 represented their fair value at the end of the first quarter. Comparably, the closing price of securities on June 30, 2022 represented their fair value at the end of the second quarter. In addition to counting the realized gains and losses recognized by selling stocks, ASU 2016-01 requires Buffett&#39;s company to recognize the unrealized gains and losses as a result of share price movements in its investment portfolio from one quarter to the next.</p><p>During the second quarter, the three major U.S. stock indexes were pummeled. The timeless <b>Dow Jones Industrial Average</b>, broad-based <b>S&amp;P 500</b>, and tech-centric <b>Nasdaq Composite</b> respectively plunged by 11.3%, 16.5%, and 22.4% in a three-month stretch. Not surprisingly, Berkshire Hathaway&#39;s investment portfolio took it on the chin as well. This resulted in a staggering &#34;loss&#34; of $66.9 billion from investments and derivative contracts in just three months, and the aforementioned net loss of almost $44 billion for the second quarter.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F695508%2Finvestor-looking-at-financials-magnifying-glass-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Warren Buffett&#39;s company is as strong as ever</h2><p>Did Warren Buffett lose close to $44 billion in three months? On paper, and based on financial requirements, yes. But when looking at what counts, this was another successful quarter for the Oracle of Omaha and his company.</p><p>To begin with, Warren Buffett and his investing lieutenants, Todd Combs and Ted Weschler, aren&#39;t traders. While they might chase the rare arbitrage play or high-yielding stock in an inflationary environment, most of Berkshire Hathaway&#39;s more than four dozen holdings are longer-term investments. In fact, the Oracle of Omaha has continuously held 15 stocks for at least a decade. Stocks are always going to ebb and flow, which makes unrealized gains and losses something of a moot point in Berkshire Hathaway&#39;s quarterly operating results.</p><p>A far better measure of Warren Buffett&#39;s success as an investor can be found in his annual letter to shareholders. In that letter, investors can see that Berkshire Hathaway&#39;s Class A shares (BRK.A) have averaged a 20.1% annual return since the Oracle of Omaha became CEO in 1965. Imagine averaging a 20.1% annual return for 57 years!</p><p>To add, &#34;unrealized losses&#34; is simply another phrase that means opportunity for Warren Buffett. A declining stock market provides the Oracle of Omaha and his investing team with the opportunity to deploy their mammoth cash pile into stocks, acquisitions, or even share buybacks. The plunging stock market during the second quarter allowed Buffett to buy $57.3 billion worth of equity securities, as well as $1 billion worth of the company&#39;s Class A and B common stock. Buffett and his right-hand man Charlie Munger have overseen $62.1 billion in aggregate stock buybacks since July 2018.</p><p>Another thing for investors to note is that Berkshire Hathaway&#39;s over five dozen owned entities performed extremely well during the challenging second quarter (Q2). Total insurance earnings hit $3 billion, which was up from $1.9 billion in Q2 2021, while railroad BNSF saw its quarterly profit rise to $2.15 billion from $1.98 billion in the prior-year quarter. All told, Berkshire Hathaway&#39;s operating businesses increased their net income to $10 billion in Q2 2022 from $8.6 billion in the prior-year period.</p><p>Sure, Warren Buffett oversaw a nearly $44 billion &#34;loss&#34; in the second quarter. However, his company is as strong as it&#39;s ever been.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did Warren Buffett Really Lose Almost $44 Billion in 3 Months?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDid Warren Buffett Really Lose Almost $44 Billion in 3 Months?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 17:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been an \"interesting\" year on Wall Street. I say interesting with quotes because we've witnessed some truly unprecedented economic data and headlines. In no particular order, we've:Watched the U....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","ORCL":"甲骨文","BK4550":"红杉资本持仓","BK4538":"云计算","BK4176":"多领域控股","BK4097":"系统软件","BRK.A":"伯克希尔","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4528":"SaaS概念","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/08/15/did-warren-buffett-really-lose-44-billion-3-months/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259015474","content_text":"It's been an \"interesting\" year on Wall Street. I say interesting with quotes because we've witnessed some truly unprecedented economic data and headlines. In no particular order, we've:Watched the U.S. inflation rate soar to levels not seen since the early days of the Reagan administration.Seen Russia's invasion of Ukraine cripple an already fragile energy supply chain.Borne witness to back-to-back quarters of U.S. gross domestic product declines that hasn't officially been labeled as a recession.Witnessed the Federal Reserve begin a monetary tightening cycle with the stock market in a notable decline.As if this wasn't enough, Wall Street was graced with an eye-popping headline following the release of Berkshire Hathaway's (BRK.A 1.66%) (BRK.B 1.71%) earnings report on Aug. 6, 2022. In the three months ended June 30, 2022, Berkshire Hathaway lost -- and I hope you're sitting down for this -- $43.76 billion dollars.How on Earth did Berkshire CEO Warren Buffett, one of the greatest investors of our generation, manage to lose almost $44 billion in three months' time? Let me spoil it for you: All is not what it seems in Berkshire's quarterly earnings report.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.Berkshire Hathaway's historic quarterly loss isn't what it seemsBack in 2016, the Financial Accounting Standards Board passed new measures aimed at making corporate income statements, and generally accepted accounting principles (GAAP) reporting, more transparent for investors. One of these measures, ASU 2016-01 (\"Recognition and Measurement of Financial Assets and Financial Liabilities\"), eliminated the need to classify various categories of equity investments and, instead, required that equity investments be measured at fair value. This meant that changes in equity investments from one quarter to the next would be recognized as net income, or a net loss. Berkshire Hathaway officially adopted this accounting change in its reporting beginning in 2018.In simpler terms, the closing price of Warren Buffett's investments on March 31, 2022 represented their fair value at the end of the first quarter. Comparably, the closing price of securities on June 30, 2022 represented their fair value at the end of the second quarter. In addition to counting the realized gains and losses recognized by selling stocks, ASU 2016-01 requires Buffett's company to recognize the unrealized gains and losses as a result of share price movements in its investment portfolio from one quarter to the next.During the second quarter, the three major U.S. stock indexes were pummeled. The timeless Dow Jones Industrial Average, broad-based S&P 500, and tech-centric Nasdaq Composite respectively plunged by 11.3%, 16.5%, and 22.4% in a three-month stretch. Not surprisingly, Berkshire Hathaway's investment portfolio took it on the chin as well. This resulted in a staggering \"loss\" of $66.9 billion from investments and derivative contracts in just three months, and the aforementioned net loss of almost $44 billion for the second quarter.Image source: Getty Images.Warren Buffett's company is as strong as everDid Warren Buffett lose close to $44 billion in three months? On paper, and based on financial requirements, yes. But when looking at what counts, this was another successful quarter for the Oracle of Omaha and his company.To begin with, Warren Buffett and his investing lieutenants, Todd Combs and Ted Weschler, aren't traders. While they might chase the rare arbitrage play or high-yielding stock in an inflationary environment, most of Berkshire Hathaway's more than four dozen holdings are longer-term investments. In fact, the Oracle of Omaha has continuously held 15 stocks for at least a decade. Stocks are always going to ebb and flow, which makes unrealized gains and losses something of a moot point in Berkshire Hathaway's quarterly operating results.A far better measure of Warren Buffett's success as an investor can be found in his annual letter to shareholders. In that letter, investors can see that Berkshire Hathaway's Class A shares (BRK.A) have averaged a 20.1% annual return since the Oracle of Omaha became CEO in 1965. Imagine averaging a 20.1% annual return for 57 years!To add, \"unrealized losses\" is simply another phrase that means opportunity for Warren Buffett. A declining stock market provides the Oracle of Omaha and his investing team with the opportunity to deploy their mammoth cash pile into stocks, acquisitions, or even share buybacks. The plunging stock market during the second quarter allowed Buffett to buy $57.3 billion worth of equity securities, as well as $1 billion worth of the company's Class A and B common stock. Buffett and his right-hand man Charlie Munger have overseen $62.1 billion in aggregate stock buybacks since July 2018.Another thing for investors to note is that Berkshire Hathaway's over five dozen owned entities performed extremely well during the challenging second quarter (Q2). Total insurance earnings hit $3 billion, which was up from $1.9 billion in Q2 2021, while railroad BNSF saw its quarterly profit rise to $2.15 billion from $1.98 billion in the prior-year quarter. All told, Berkshire Hathaway's operating businesses increased their net income to $10 billion in Q2 2022 from $8.6 billion in the prior-year period.Sure, Warren Buffett oversaw a nearly $44 billion \"loss\" in the second quarter. However, his company is as strong as it's ever been.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806343995,"gmtCreate":1627635735817,"gmtModify":1703493805309,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Please like and comment&nbsp;","listText":"Please like and comment&nbsp;","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/806343995","repostId":"1166392380","repostType":4,"repost":{"id":"1166392380","kind":"news","pubTimestamp":1627635559,"share":"https://ttm.financial/m/news/1166392380?lang=&edition=fundamental","pubTime":"2021-07-30 16:59","market":"us","language":"en","title":"Re-Evaluating NIO After Its 30% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166392380","media":"seekingalpha","summary":"Shares of NIO have dropped sharply in July.NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.Shares of Chinese electric vehicle maker NIO  have dr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of NIO have dropped sharply in July.</li>\n <li>NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.</li>\n <li>However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.</li>\n <li>NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.</li>\n <li>The market panic creates a buy-the-dip opportunity.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05996145af51693fcf4685e329a5a345\" tg-width=\"1536\" tg-height=\"1026\" width=\"100%\" height=\"auto\"><span>https://www.facebook.com/PlargueDoctor//iStock via Getty Images</span></p>\n<p>Shares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.</p>\n<p><b>China's crackdown</b></p>\n<p>It all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to&nbsp;give up its exclusive music copyrights&nbsp;within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app&nbsp;pulled from app stores&nbsp;earlier this month - which is likely related to&nbsp;its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a&nbsp;$2.8B fine for abusing its market dominance&nbsp;in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned&nbsp;paid tutoring in the education sector&nbsp;and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.</p>\n<p><b>The Chinese EV market is growing extremely fast and has no monopolistic structure</b></p>\n<p>The Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a19dc7f865853a65956c1b0eab25f2c7\" tg-width=\"635\" tg-height=\"582\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>NIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773b6ddd478dbeeff322569bb93ac92f\" tg-width=\"718\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>(Source: The International Council On Clean Transportation)</span></p>\n<p>In 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on&nbsp;my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could&nbsp;rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cce9674e002abb9c5e70eef33e97b68\" tg-width=\"913\" tg-height=\"442\" width=\"100%\" height=\"auto\"><span>(Source: InsideEVs)</span></p>\n<p><b>Government is actively supporting Chinese EV makers</b></p>\n<p>There is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50881259b29247848accd997405610c4\" tg-width=\"1004\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>(Source: IEA Global Energy Outlook)</span></p>\n<p>Since Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.</p>\n<p><b>Overreaction creates an opportunity to engage</b></p>\n<p>After NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf95f86d85e0fe227eb608c0e80e558\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Due to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the&nbsp;BaaS revenue opportunity&nbsp;is the key differentiating factor that sets NIO apart from the competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb4101fdf02c82855a6db3912c525d5b\" tg-width=\"907\" tg-height=\"411\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<p><b>Risks with NIO</b></p>\n<p>Government intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO&nbsp;lowered its production guidance&nbsp;earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.</p>\n<p><b>Final thoughts</b></p>\n<p>This is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.</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>Re-Evaluating NIO After Its 30% Drop</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\">\nRe-Evaluating NIO After Its 30% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop\">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/4442460-reevaluating-nio-after-its-30-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166392380","content_text":"Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.\nNIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.\nThe market panic creates a buy-the-dip opportunity.\n\nhttps://www.facebook.com/PlargueDoctor//iStock via Getty Images\nShares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.\nChina's crackdown\nIt all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to give up its exclusive music copyrights within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app pulled from app stores earlier this month - which is likely related to its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a $2.8B fine for abusing its market dominance in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned paid tutoring in the education sector and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.\nThe Chinese EV market is growing extremely fast and has no monopolistic structure\nThe Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.\nData by YCharts\nNIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.\n(Source: The International Council On Clean Transportation)\nIn 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.\n(Source: InsideEVs)\nGovernment is actively supporting Chinese EV makers\nThere is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.\n(Source: IEA Global Energy Outlook)\nSince Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.\nOverreaction creates an opportunity to engage\nAfter NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.\nData by YCharts\nDue to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the BaaS revenue opportunity is the key differentiating factor that sets NIO apart from the competition.\n(Source: Author)\nRisks with NIO\nGovernment intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO lowered its production guidance earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.\nFinal thoughts\nThis is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964644515,"gmtCreate":1670142970238,"gmtModify":1676538309938,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls elile","listText":"Pls elile","text":"Pls elile","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9964644515","repostId":"2288925832","repostType":4,"repost":{"id":"2288925832","kind":"highlight","pubTimestamp":1670121245,"share":"https://ttm.financial/m/news/2288925832?lang=&edition=fundamental","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China&#39;s embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV&#39;s YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it&#39;s opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China&#39;s economy worsened in 2022. China&#39;s stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China&#39;s manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China&#39;s NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3&#39;22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China&#39;s economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China&#39;s leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it&#39;s vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China&#39;s NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it&#39;s one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng&#39;s low vehicle margins operating model, it&#39;s imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng&#39;s massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2&#39;s 9.1%), XPeng&#39;s profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2&#39;s 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we&#39;re going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we&#39;ll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3&#39;22 earnings call)</blockquote><p>Hence, we believe there&#39;s little doubt that the increasingly competitive landscape hammered XPeng&#39;s execution. Therefore, moving forward, we think it&#39;s better to watch the action from the sidelines unless you have a very high conviction in XPeng&#39;s management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: &#34;The Company expects that deliveries will significantly increase in December 2022 as G9&#39;s production ramp-up accelerates under normalized operating conditions.&#34;</p><p>We believe that XPEV&#39;s battering toward its October lows has likely reflected significant pessimism. But, we don&#39;t think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China&#39;s economic malaise.</p><p>While China&#39;s COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: &#34;NIO will further accelerate the production and delivery in December 2022.&#34;</p><p>NIO CEO William Li also telegraphed recently why it&#39;s critical for NIO to remain deeply entrenched as one of China&#39;s leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it&#39;s no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don&#39;t assume these OEM makers are &#34;dead&#34; yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market&#39;s battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO&#39;s price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China&#39;s increasingly competitive EV market.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO And XPeng: Don't Choose The One Getting Squeezed Out</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 And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4531":"中概回港概念","BK4574":"无人驾驶","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959781149,"gmtCreate":1673069142581,"gmtModify":1676538783547,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959781149","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4574":"无人驾驶","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4581":"高盛持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926648081,"gmtCreate":1671548778444,"gmtModify":1676538553785,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9926648081","repostId":"1119521514","repostType":4,"repost":{"id":"1119521514","kind":"news","pubTimestamp":1671546168,"share":"https://ttm.financial/m/news/1119521514?lang=&edition=fundamental","pubTime":"2022-12-20 22:22","market":"us","language":"en","title":"Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1119521514","media":"MarketWatch","summary":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectiv","content":"<html><head></head><body><p>Anchors aweigh?</p><p>The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.</p><p>Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.</p><p>“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.</p><p>The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.</p><p>For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.</p><p>The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.</p><p>The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.</p><p>Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.</p><p>Speculation around a broader shift in policy has been mounting.</p><p>The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.</p><p>The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.</p><p><img src=\"https://static.tigerbbs.com/9a956c5a8128687828da110c5f48fec3\" tg-width=\"755\" tg-height=\"1196\" width=\"100%\" height=\"auto\"/></p><p>While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.</p><p>He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.</p><p>“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets</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 the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119521514","content_text":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.Speculation around a broader shift in policy has been mounting.The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069435213,"gmtCreate":1651332403540,"gmtModify":1676534891134,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069435213","repostId":"2231239362","repostType":4,"repost":{"id":"2231239362","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651331188,"share":"https://ttm.financial/m/news/2231239362?lang=&edition=fundamental","pubTime":"2022-04-30 23:06","market":"us","language":"en","title":"Berkshire Hathaway “Will Always Have a Lot of Cash”: Warren Buffett","url":"https://stock-news.laohu8.com/highlight/detail?id=2231239362","media":"Dow Jones","summary":"Berkshire Hathaway Inc. went on a roughly $40 billion securities buying spree between Feb. 21 and Ma","content":"<html><head></head><body><p>Berkshire Hathaway Inc. went on a roughly $40 billion securities buying spree between Feb. 21 and March 15, but has since reverted back to its more &#34;lethargic&#34; pace, Chairman and CEO Warren Buffett told shareholders at the conglomerate&#39;s annual meeting Saturday.</p><p>Buffett went on to note that Berkshire still ended the first quarter with around $103 billion in cash versus around $144 billion at the end of 2021.</p><p>While there&#39;s a lot of focus on Berkshire&#39;s cash pile, Buffett said the company &#34;will always have a lot of cash,&#34; adding that rather than commercial paper or other holdings, most of it will remain parked in highly liquid Treasury bills.</p><p>Buffett said the desire for a big cushion is because there have been a &#34;few times in history where if you don&#39;t have it you don&#39;t get to play the next day.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway “Will Always Have a Lot of Cash”: Warren Buffett</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\">\nBerkshire Hathaway “Will Always Have a Lot of Cash”: Warren Buffett\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-04-30 23:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway Inc. went on a roughly $40 billion securities buying spree between Feb. 21 and March 15, but has since reverted back to its more &#34;lethargic&#34; pace, Chairman and CEO Warren Buffett told shareholders at the conglomerate&#39;s annual meeting Saturday.</p><p>Buffett went on to note that Berkshire still ended the first quarter with around $103 billion in cash versus around $144 billion at the end of 2021.</p><p>While there&#39;s a lot of focus on Berkshire&#39;s cash pile, Buffett said the company &#34;will always have a lot of cash,&#34; adding that rather than commercial paper or other holdings, most of it will remain parked in highly liquid Treasury bills.</p><p>Buffett said the desire for a big cushion is because there have been a &#34;few times in history where if you don&#39;t have it you don&#39;t get to play the next day.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4209":"餐馆","BK4183":"个人用品","BRK.A":"伯克希尔","OLPX":"Olaplex Holdings, Inc.","HCTI":"Healthcare Triangle, Inc.","BK4191":"家用电器","BK4550":"红杉资本持仓","BK4167":"医疗保健技术","BRK.B":"伯克希尔B","FWRG":"First Watch Restaurant Group, Inc.","BK4539":"次新股","BK4534":"瑞士信贷持仓","TERN":"Terns Pharmaceuticals, Inc.","BK4581":"高盛持仓","BK4176":"多领域控股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231239362","content_text":"Berkshire Hathaway Inc. went on a roughly $40 billion securities buying spree between Feb. 21 and March 15, but has since reverted back to its more \"lethargic\" pace, Chairman and CEO Warren Buffett told shareholders at the conglomerate's annual meeting Saturday.Buffett went on to note that Berkshire still ended the first quarter with around $103 billion in cash versus around $144 billion at the end of 2021.While there's a lot of focus on Berkshire's cash pile, Buffett said the company \"will always have a lot of cash,\" adding that rather than commercial paper or other holdings, most of it will remain parked in highly liquid Treasury bills.Buffett said the desire for a big cushion is because there have been a \"few times in history where if you don't have it you don't get to play the next day.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085364910,"gmtCreate":1650647150768,"gmtModify":1676534770548,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085364910","repostId":"2229902607","repostType":4,"repost":{"id":"2229902607","kind":"highlight","pubTimestamp":1650641417,"share":"https://ttm.financial/m/news/2229902607?lang=&edition=fundamental","pubTime":"2022-04-22 23:30","market":"us","language":"en","title":"2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2229902607","media":"Motley Fool","summary":"Short-term stock market jitters are a great opportunity to pick up high-growth stocks like these at a discount.","content":"<html><head></head><body><p>If there&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> lesson to be learned from the recent volatility in the stock market, it&#39;s the importance of focusing on the long term. While the <b>Nasdaq-100 Technology Sector</b> index is down about 13.9% so far in 2022, it&#39;s still holding on to a gain of 423% over the last decade.</p><p>In fact, the steep declines in many individual stocks could be an opportunity to buy into long-term growth stories at a discount for the decade ahead. <b>Upstart Holdings</b> and <b>Bill.com Holdings</b> are two fintechs with unique business models and soaring growth rates, making them prime candidates.</p><p>Over the next 10 years, both stocks have the potential to deliver fivefold returns, especially if you buy them now while their stock is selling at a steep discount to levels reached in late 2021.</p><h2>The case for Upstart</h2><p>Artificial intelligence (AI) is a next-generation technology that promises to replace manual human input in many complex tasks. In this case, Upstart has developed an AI algorithm to assess the creditworthiness of potential borrowers, and it uses that information to originate loans for its banking partners.</p><p>Banks pay Upstart a fee for the service, and it&#39;s proving to be a far more effective tool than the decades-old FICO credit scoring system from <b>Fair Isaac</b>. While FICO takes into account a handful of metrics when assessing borrowers, Upstart can measure 1,600 data points and deliver a decision instantly 70% of the time. It would likely take a human assessor days or even weeks to arrive at the same result, so Upstart offers a better experience for both the customer and the lender.</p><p>The company got its start by originating unsecured personal loans, which is a $96 billion annual market. But it recently expanded into auto loan originations, which is about seven times that size. The Upstart Auto Retail sales and origination platform now serves over 410 car dealerships across the U.S., and it&#39;s growing rapidly.</p><p>Upstart would have to increase its revenue by 18% each year to turn a $200,000 investment into $1 million by 2032, assuming its price-to-sales multiple remains constant.</p><table><thead><tr><th>Metric</th><th>2017</th><th>2021</th><th>CAGR</th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$57 million</p></td><td><p>$849 million</p></td><td><p>96%</p></td></tr><tr><td><p>Earnings (loss) per share</p></td><td><p>($0.56)</p></td><td><p>$2.37</p></td><td><p>N/A</p></td></tr></tbody></table><p>Data: Upstart Holdings. CAGR = compound annual growth rate.</p><p>Upstart is crushing the 18% growth mark, nearly doubling its revenue every year since 2017. On top of that, it&#39;s now a profitable company, making it far more attractive as an investment than most tech companies.</p><p>In its 2021 presentation, Upstart highlighted new potential markets like small-business lending and mortgages, which could send its annual opportunity into the trillions of dollars. Put simply, the company&#39;s best growth might still be ahead, and with its stock down 79.8% from its all-time high, it&#39;s a great time to add it to your portfolio.</p><h2>The case for Bill.com</h2><p>Business owners are spotlighted when it comes to software services that make monotonous administrative tasks less burdensome. Bill.com has grown to become a leading provider, thanks to its flagship accounts-payable platform helping to reduce messy paper trails. Its digital inbox technology centralizes incoming invoices so they don&#39;t get lost in the shuffle of everyday operations.</p><p>Bill.com allows business owners to pay those invoices with one click, and it also integrates with top accounting software so those transactions get logged into the books automatically. In 2021, the company acquired two other businesses to aid its expansion into new verticals. It now owns Invoice2go, which helps manage accounts receivable, and Divvy, a budgeting and expense management software.</p><p>Now, Bill.com is a go-to provider for all things related to business payments, and it serves 373,500 customers.</p><table><thead><tr><th>Metric</th><th>Fiscal 2018</th><th>Fiscal 2022 (Guidance)</th><th>CAGR</th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$64 million</p></td><td><p>$600 million</p></td><td><p>74%</p></td></tr></tbody></table><p>Data: Bill.com. Fiscal years end June 30.</p><p>In the last few years, Bill.com&#39;s revenue growth has far exceeded the 18% it needs for its stock to grow fivefold over the next decade, assuming its stock valuation metrics remain where they are today. But there&#39;s even a possibility growth could accelerate.</p><p>The company has processed $181 billion in payment volume over the last 12 months, but it places its domestic opportunity at $25 trillion annually -- and a whopping $125 trillion globally. That leaves a significant runway, and since Bill.com has bolted-on two key acquisitions, it has a wider path to greater market share.</p><p>The company also operates in a pool of 70 million global business customers. Keep in mind that it hasn&#39;t even cracked its first million yet, so there&#39;s significant room for expansion.</p><p>Bill.com should kick into high gear over the next few years as it fine-tunes its new multifaceted business model. And since its stock has dipped 43.5% from its all-time high amid the tech sell-off, now might be the time to get involved.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2032</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Unstoppable Stocks That Could Turn $200,000 Into $1 Million by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/21/2-unstoppable-stocks-turn-200000-to-1-million-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one lesson to be learned from the recent volatility in the stock market, it's the importance of focusing on the long term. While the Nasdaq-100 Technology Sector index is down about 13.9% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/21/2-unstoppable-stocks-turn-200000-to-1-million-2032/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4543":"AI","UPST":"Upstart Holdings, Inc.","BK4166":"消费信贷","AI":"C3.ai, Inc.","BK4528":"SaaS概念","BILL":"BILL HOLDINGS INC"},"source_url":"https://www.fool.com/investing/2022/04/21/2-unstoppable-stocks-turn-200000-to-1-million-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229902607","content_text":"If there's one lesson to be learned from the recent volatility in the stock market, it's the importance of focusing on the long term. While the Nasdaq-100 Technology Sector index is down about 13.9% so far in 2022, it's still holding on to a gain of 423% over the last decade.In fact, the steep declines in many individual stocks could be an opportunity to buy into long-term growth stories at a discount for the decade ahead. Upstart Holdings and Bill.com Holdings are two fintechs with unique business models and soaring growth rates, making them prime candidates.Over the next 10 years, both stocks have the potential to deliver fivefold returns, especially if you buy them now while their stock is selling at a steep discount to levels reached in late 2021.The case for UpstartArtificial intelligence (AI) is a next-generation technology that promises to replace manual human input in many complex tasks. In this case, Upstart has developed an AI algorithm to assess the creditworthiness of potential borrowers, and it uses that information to originate loans for its banking partners.Banks pay Upstart a fee for the service, and it's proving to be a far more effective tool than the decades-old FICO credit scoring system from Fair Isaac. While FICO takes into account a handful of metrics when assessing borrowers, Upstart can measure 1,600 data points and deliver a decision instantly 70% of the time. It would likely take a human assessor days or even weeks to arrive at the same result, so Upstart offers a better experience for both the customer and the lender.The company got its start by originating unsecured personal loans, which is a $96 billion annual market. But it recently expanded into auto loan originations, which is about seven times that size. The Upstart Auto Retail sales and origination platform now serves over 410 car dealerships across the U.S., and it's growing rapidly.Upstart would have to increase its revenue by 18% each year to turn a $200,000 investment into $1 million by 2032, assuming its price-to-sales multiple remains constant.Metric20172021CAGRRevenue$57 million$849 million96%Earnings (loss) per share($0.56)$2.37N/AData: Upstart Holdings. CAGR = compound annual growth rate.Upstart is crushing the 18% growth mark, nearly doubling its revenue every year since 2017. On top of that, it's now a profitable company, making it far more attractive as an investment than most tech companies.In its 2021 presentation, Upstart highlighted new potential markets like small-business lending and mortgages, which could send its annual opportunity into the trillions of dollars. Put simply, the company's best growth might still be ahead, and with its stock down 79.8% from its all-time high, it's a great time to add it to your portfolio.The case for Bill.comBusiness owners are spotlighted when it comes to software services that make monotonous administrative tasks less burdensome. Bill.com has grown to become a leading provider, thanks to its flagship accounts-payable platform helping to reduce messy paper trails. Its digital inbox technology centralizes incoming invoices so they don't get lost in the shuffle of everyday operations.Bill.com allows business owners to pay those invoices with one click, and it also integrates with top accounting software so those transactions get logged into the books automatically. In 2021, the company acquired two other businesses to aid its expansion into new verticals. It now owns Invoice2go, which helps manage accounts receivable, and Divvy, a budgeting and expense management software.Now, Bill.com is a go-to provider for all things related to business payments, and it serves 373,500 customers.MetricFiscal 2018Fiscal 2022 (Guidance)CAGRRevenue$64 million$600 million74%Data: Bill.com. Fiscal years end June 30.In the last few years, Bill.com's revenue growth has far exceeded the 18% it needs for its stock to grow fivefold over the next decade, assuming its stock valuation metrics remain where they are today. But there's even a possibility growth could accelerate.The company has processed $181 billion in payment volume over the last 12 months, but it places its domestic opportunity at $25 trillion annually -- and a whopping $125 trillion globally. That leaves a significant runway, and since Bill.com has bolted-on two key acquisitions, it has a wider path to greater market share.The company also operates in a pool of 70 million global business customers. Keep in mind that it hasn't even cracked its first million yet, so there's significant room for expansion.Bill.com should kick into high gear over the next few years as it fine-tunes its new multifaceted business model. And since its stock has dipped 43.5% from its all-time high amid the tech sell-off, now might be the time to get involved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038720993,"gmtCreate":1646921009963,"gmtModify":1676534177215,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038720993","repostId":"1177505554","repostType":4,"repost":{"id":"1177505554","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":1646919115,"share":"https://ttm.financial/m/news/1177505554?lang=&edition=fundamental","pubTime":"2022-03-10 21:31","market":"us","language":"en","title":"Inflation Rose 7.9% in Feb, as Food&Energy Costs Push Prices to Highest in 40 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1177505554","media":"Tiger Newspress","summary":"Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that beca","content":"<html><head></head><body><p>Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that became more entrenched.</p><p>The consumer price index, which measures a wide-ranging basket of goods and services, increased 7.9% over the past 12 months, a fresh 40-year high for the closely followed gauge.</p><p>The February acceleration was the fastest pace since January1982, back when the U.S. economy confronted the twin threat of higher inflation and reduced economic growth.</p><p>On a month-over-month basis, the CPI gain was 0.8%. Economists surveyed by Dow Jones had expected headline inflation to increase 7.8% for the year and 0.7% for the month.</p><p>Food prices rose 1% and food at home jumped 1.4%, both the fastest monthly gains since April 2020, in the early days of the Covid-19 pandemic.</p><p>Energy also was at the forefront of ballooning prices, up 3.5% for February and accounting for about one-third of the headline gain. Shelter costs, which account for about one-third of the CPI weighting, accelerated another 0.5%, for a 12-month gain of 4.7%.</p><p>Excluding volatile food and energy prices, so-called core inflation rose 6.4%, in line with estimates and the highest since August 1982. On a monthly basis, core CPI was up 0.5, also consistent with Wall Street expectations.</p><p>The inflation surge is in keeping with price gains over the past year. Inflation has roared higher amid an unprecedented government spending blitz coupled with persistent supply-chain disruptions that have been unable to keep up with stimulus-fueled demand, particularly for goods over services.</p><p>Vehicle costs have been a powerful force, but showed signs of easing in February. Used car and truck prices actually declined 0.2%, their first negative showing since September, but are still up 41.2% over the past year. New car prices rise 0.3% for the month and 12.4% over the 12-month period.</p><p>A raging crisis in Europe has only fed into the price pressures, as sanctions against Russia have coincided with surging gasoline costs. Prices at the pump are up about 24% over just the past month and 53% in the past year, according to AAA.</p><p>Moreover, business are raising costs to keep up with the price of raw goods and increasing pay in a historically tight labor market in which there are about 4.8 million more job openings than there are available workers.</p><p>Recent surveys, including one this week from the National Federation for Independent Business, show a record level of smaller companies are raising prices to cope with surging costs.</p><p>To try to stem the trend, the Federal Reserve is expected next week to announce the first of a series of interest rate hikes aimed at slowing inflation. It will be the first time the central bank has raised rates in more than three years, and mark a reversal of a zero-interest-rate policy and unprecedented levels of cash injections for an economy that in 2021 grew at its fastest pace in 37 years.</p><p>However, inflation is not a U.S.-centric story.</p><p>Global prices are subject to many of the same factors hitting the domestic economy, and central banks are responding in kind. On Thursday, the European Central Bank said it was not moving its benchmark interest rate but would end its own asset purchase program sooner than planned.</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>Inflation Rose 7.9% in Feb, as Food&Energy Costs Push Prices to Highest in 40 Years</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\">\nInflation Rose 7.9% in Feb, as Food&Energy Costs Push Prices to Highest in 40 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-10 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that became more entrenched.</p><p>The consumer price index, which measures a wide-ranging basket of goods and services, increased 7.9% over the past 12 months, a fresh 40-year high for the closely followed gauge.</p><p>The February acceleration was the fastest pace since January1982, back when the U.S. economy confronted the twin threat of higher inflation and reduced economic growth.</p><p>On a month-over-month basis, the CPI gain was 0.8%. Economists surveyed by Dow Jones had expected headline inflation to increase 7.8% for the year and 0.7% for the month.</p><p>Food prices rose 1% and food at home jumped 1.4%, both the fastest monthly gains since April 2020, in the early days of the Covid-19 pandemic.</p><p>Energy also was at the forefront of ballooning prices, up 3.5% for February and accounting for about one-third of the headline gain. Shelter costs, which account for about one-third of the CPI weighting, accelerated another 0.5%, for a 12-month gain of 4.7%.</p><p>Excluding volatile food and energy prices, so-called core inflation rose 6.4%, in line with estimates and the highest since August 1982. On a monthly basis, core CPI was up 0.5, also consistent with Wall Street expectations.</p><p>The inflation surge is in keeping with price gains over the past year. Inflation has roared higher amid an unprecedented government spending blitz coupled with persistent supply-chain disruptions that have been unable to keep up with stimulus-fueled demand, particularly for goods over services.</p><p>Vehicle costs have been a powerful force, but showed signs of easing in February. Used car and truck prices actually declined 0.2%, their first negative showing since September, but are still up 41.2% over the past year. New car prices rise 0.3% for the month and 12.4% over the 12-month period.</p><p>A raging crisis in Europe has only fed into the price pressures, as sanctions against Russia have coincided with surging gasoline costs. Prices at the pump are up about 24% over just the past month and 53% in the past year, according to AAA.</p><p>Moreover, business are raising costs to keep up with the price of raw goods and increasing pay in a historically tight labor market in which there are about 4.8 million more job openings than there are available workers.</p><p>Recent surveys, including one this week from the National Federation for Independent Business, show a record level of smaller companies are raising prices to cope with surging costs.</p><p>To try to stem the trend, the Federal Reserve is expected next week to announce the first of a series of interest rate hikes aimed at slowing inflation. It will be the first time the central bank has raised rates in more than three years, and mark a reversal of a zero-interest-rate policy and unprecedented levels of cash injections for an economy that in 2021 grew at its fastest pace in 37 years.</p><p>However, inflation is not a U.S.-centric story.</p><p>Global prices are subject to many of the same factors hitting the domestic economy, and central banks are responding in kind. On Thursday, the European Central Bank said it was not moving its benchmark interest rate but would end its own asset purchase program sooner than planned.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177505554","content_text":"Inflation grew worse in February amid the escalating crisis in Ukraine and price pressures that became more entrenched.The consumer price index, which measures a wide-ranging basket of goods and services, increased 7.9% over the past 12 months, a fresh 40-year high for the closely followed gauge.The February acceleration was the fastest pace since January1982, back when the U.S. economy confronted the twin threat of higher inflation and reduced economic growth.On a month-over-month basis, the CPI gain was 0.8%. Economists surveyed by Dow Jones had expected headline inflation to increase 7.8% for the year and 0.7% for the month.Food prices rose 1% and food at home jumped 1.4%, both the fastest monthly gains since April 2020, in the early days of the Covid-19 pandemic.Energy also was at the forefront of ballooning prices, up 3.5% for February and accounting for about one-third of the headline gain. Shelter costs, which account for about one-third of the CPI weighting, accelerated another 0.5%, for a 12-month gain of 4.7%.Excluding volatile food and energy prices, so-called core inflation rose 6.4%, in line with estimates and the highest since August 1982. On a monthly basis, core CPI was up 0.5, also consistent with Wall Street expectations.The inflation surge is in keeping with price gains over the past year. Inflation has roared higher amid an unprecedented government spending blitz coupled with persistent supply-chain disruptions that have been unable to keep up with stimulus-fueled demand, particularly for goods over services.Vehicle costs have been a powerful force, but showed signs of easing in February. Used car and truck prices actually declined 0.2%, their first negative showing since September, but are still up 41.2% over the past year. New car prices rise 0.3% for the month and 12.4% over the 12-month period.A raging crisis in Europe has only fed into the price pressures, as sanctions against Russia have coincided with surging gasoline costs. Prices at the pump are up about 24% over just the past month and 53% in the past year, according to AAA.Moreover, business are raising costs to keep up with the price of raw goods and increasing pay in a historically tight labor market in which there are about 4.8 million more job openings than there are available workers.Recent surveys, including one this week from the National Federation for Independent Business, show a record level of smaller companies are raising prices to cope with surging costs.To try to stem the trend, the Federal Reserve is expected next week to announce the first of a series of interest rate hikes aimed at slowing inflation. It will be the first time the central bank has raised rates in more than three years, and mark a reversal of a zero-interest-rate policy and unprecedented levels of cash injections for an economy that in 2021 grew at its fastest pace in 37 years.However, inflation is not a U.S.-centric story.Global prices are subject to many of the same factors hitting the domestic economy, and central banks are responding in kind. On Thursday, the European Central Bank said it was not moving its benchmark interest rate but would end its own asset purchase program sooner than planned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927681076,"gmtCreate":1672469278896,"gmtModify":1676538695502,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9927681076","repostId":"2295181713","repostType":4,"repost":{"id":"2295181713","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":1672441484,"share":"https://ttm.financial/m/news/2295181713?lang=&edition=fundamental","pubTime":"2022-12-31 07:04","market":"us","language":"en","title":"US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=2295181713","media":"Reuters","summary":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion ","content":"<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</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>US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-31 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295181713","content_text":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion in 2022Indexes down: Dow 0.22%, S&P 500 0.25%, Nasdaq 0.11%U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.Wall Street's three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve's fastest pace of rate hikes since the 1980s.The benchmark S&P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed's rapid interest rate hikes boost U.S. Treasury yields.\"The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,\" said Sam Stovall, chief investment strategist at CFRA Research.He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China's surging COVID cases and uncertainties over Taiwan.Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&P 500 growth index   , down between 28% and 66% in 2022.The S&P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.Energy has recorded stellar annual gains of 59% as oil prices surged.Ten of the 11 S&P sector indexes dropped on Friday, led by real estate and utilities.\"The housing market has really slowed down and the values of people's homes have declined off of the highs earlier this year,\" said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.\"That affects people's mind frame and actually affects their spending a little bit.\"The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.Money market participants see 65% odds of a 25-basis-point hike in the Fed's February meeting, with rates expected to peak at 4.97% by mid-2023.The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012048603,"gmtCreate":1649257452754,"gmtModify":1676534479530,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pla like&nbsp;","listText":"Pla like&nbsp;","text":"Pla like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012048603","repostId":"1152483810","repostType":4,"repost":{"id":"1152483810","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":1649253676,"share":"https://ttm.financial/m/news/1152483810?lang=&edition=fundamental","pubTime":"2022-04-06 22:01","market":"us","language":"en","title":"Mega-cap Growth Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152483810","media":"Tiger Newspress","summary":"$Apple(AAPL)$, $Tesla(TSLA)$, $Amazon(AMZN)$, $Microsoft(MSFT)$, $AMD(AMD)$ and $Meta(CASH)$ Platforms dropped between 2% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platforms dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b2d79aa3d44d50cf9d3523a8b22d9d03\" tg-width=\"435\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></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>Mega-cap Growth Stocks Fell 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\">\nMega-cap Growth Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-06 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platforms dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b2d79aa3d44d50cf9d3523a8b22d9d03\" tg-width=\"435\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","AMZN":"亚马逊","MSFT":"微软","TSLA":"特斯拉","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团","BK4141":"半导体产品","GFS":"GLOBALFOUNDRIES Inc.","CASH":"米塔金融","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","AAPL":"苹果","BK4561":"索罗斯持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152483810","content_text":"Apple, Tesla, Amazon, Microsoft, AMD and Meta Platforms dropped between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097328441,"gmtCreate":1645344081690,"gmtModify":1676534020572,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097328441","repostId":"1117918326","repostType":4,"repost":{"id":"1117918326","kind":"news","pubTimestamp":1645317671,"share":"https://ttm.financial/m/news/1117918326?lang=&edition=fundamental","pubTime":"2022-02-20 08:41","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=1117918326","media":"Motley Fool","summary":"Apple leads the market cap race with $2.8 trillion in valuation.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Amazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.</li><li>Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.</li><li>Apple wasn&#39;t on top of the market cap hill 13 years ago. It shouldn&#39;t surprise anyone if it&#39;s not on top 13 years from now.</li></ul><p><b>Apple</b> (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple&#39;s $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won&#39;t be on top forever. Go out 13 years and it wouldn&#39;t be a surprise to see someone else in that spot. Who can it be?</p><p>I think <b>Amazon</b> (NASDAQ:AMZN), <b>Tesla Motors</b> (NASDAQ:TSLA), and <b>Shopify</b> (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let&#39;s see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0458194138e6515c5ea46da963058\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Amazon.com</b></p><p>If you&#39;re like me, you lean a lot on Amazon these days. There&#39;s e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you&#39;re probably doing business with Amazon even when you don&#39;t realize that you&#39;re doing business with Amazon.</p><p>Amazon&#39;s a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple&#39;s growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.</p><p>Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it&#39;s also easy to see how Amazon&#39;s consistent big steps could make it more valuable by 2035.</p><p><b>Tesla Motors</b></p><p>This pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there&#39;s no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I&#39;m not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.</p><p>Tesla<i>is</i>different. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?</p><p>Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla&#39;s growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals&#39; cars.</p><p><b>Shopify</b></p><p>Let&#39;s go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year&#39;s all-time high. You still don&#39;t want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.</p><p>Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify&#39;s unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.</p><p>The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify&#39;s stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.</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>3 Stocks That Could Be Worth More Than Apple by 2035</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 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117918326","content_text":"Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.Apple wasn't on top of the market cap hill 13 years ago. It shouldn't surprise anyone if it's not on top 13 years from now.Apple (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple's $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won't be on top forever. Go out 13 years and it wouldn't be a surprise to see someone else in that spot. Who can it be?I think Amazon (NASDAQ:AMZN), Tesla Motors (NASDAQ:TSLA), and Shopify (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let's see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.IMAGE SOURCE: GETTY IMAGES.Amazon.comIf you're like me, you lean a lot on Amazon these days. There's e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you're probably doing business with Amazon even when you don't realize that you're doing business with Amazon.Amazon's a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple's growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it's also easy to see how Amazon's consistent big steps could make it more valuable by 2035.Tesla MotorsThis pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there's no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I'm not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.Teslaisdifferent. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla's growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals' cars.ShopifyLet's go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year's all-time high. You still don't want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify's unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify's stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812156064,"gmtCreate":1630567162958,"gmtModify":1676530342218,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like n comment&nbsp;","listText":"Pls like n comment&nbsp;","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/812156064","repostId":"2164481914","repostType":4,"repost":{"id":"2164481914","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":1630529217,"share":"https://ttm.financial/m/news/2164481914?lang=&edition=fundamental","pubTime":"2021-09-02 04:46","market":"us","language":"en","title":"Tech stocks send Nasdaq to fresh record close, boost S&P","url":"https://stock-news.laohu8.com/highlight/detail?id=2164481914","media":"Reuters","summary":"Gains for tech stocks, utilities and real estate.\nAugust private jobs growth misses expectations.\nIn","content":"<ul>\n <li>Gains for tech stocks, utilities and real estate.</li>\n <li>August private jobs growth misses expectations.</li>\n <li>Indexes: Dow falls 0.14%, S&amp;P up 0.03%, Nasdaq rises 0.33%.</li>\n</ul>\n<p>Sept 1 (Reuters) - The Nasdaq closed Wednesday at a record high, and the S&amp;P 500 rose but just missed a fresh peak, as September kicked off with renewed buying of technology stocks and private payrolls data, which supported the case for dovish monetary policy.</p>\n<p>Technology stocks , which tend to benefit from a low-rate environment, finished higher. Apple Inc rose 0.4% to its second-highest close, and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc , Amazon.com Inc and Google-owner Alphabet Inc all advanced between 0.2% and 0.7%.</p>\n<p>Utilities and real estate - sectors considered as bond-proxies or defensive - were the top performers.</p>\n<p>\"Given there's going to be some choppiness in the economic recovery because of COVID, people will look for where they can find the best future growth potential,\" said Chris Graff, co-chief investment officer at RMB Capital.</p>\n<p>Wall Street's main indexes have hit record highs recently, with the benchmark S&amp;P 500 notching seven straight monthly gains as investors shrugged off risks around a rise in new coronavirus infections and hoped for the Fed to remain dovish in its policy stance.</p>\n<p>Each new data release though is viewed by investors through the prism of whether it could push the Fed to taper sooner rather than later.</p>\n<p>A report by ADP, published ahead of the U.S. government's more comprehensive employment report on Friday, showed private employers hired far fewer workers than expected in August.</p>\n<p>Another set of data on Wednesday showed U.S. manufacturing activity unexpectedly picked up in August amid strong order growth, but a measure of factory employment dropped to a nine-month low, likely as workers remained scarce.</p>\n<p>\"We've got the jobs report on Friday, but what's become more important is the job openings report next week and the CPI release after that, so a lot about employment and inflation in the next couple of weeks which will reset people's expectations for tapering and interest rates,\" Graff added.</p>\n<p>The Dow Jones Industrial Average fell 48.2 points, or 0.14%, to 35,312.53, the S&amp;P 500 gained 1.41 points, or 0.03%, to 4,524.09 and the Nasdaq Composite added 50.15 points, or 0.33%, to 15,309.38.</p>\n<p>Falling 1.5% on the day, and down for the third straight session, was the energy index.</p>\n<p>Crude prices were flat after OPEC and its allies agreed to stick to their existing policy of gradual output increases. However, the full extent of damage to U.S. energy infrastructure from Hurricane Ida is still being established&nbsp;More than 80% of oil and gas production in the Gulf of Mexico remains offline, while analysts have warned that restarting Louisiana refineries shut by the storm could take weeks and cost operators tens of millions of dollars in lost revenue.</p>\n<p><a href=\"https://laohu8.com/S/PBF\">PBF Energy</a> Inc , whose 190,000 barrel-per-day Chalmette, Louisiana, refinery lost power following the storm, slumped 6.8% on Wednesday, taking its losses this week to 11.2%.</p>\n<p>Volume on U.S. exchanges was 9.81 billion shares, compared with the 8.99 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 55 new 52-week highs and no new lows; the Nasdaq Composite recorded 131 new highs and 17 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</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>Tech stocks send Nasdaq to fresh record close, boost S&P</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\">\nTech stocks send Nasdaq to fresh record close, boost S&P\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-02 04:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Gains for tech stocks, utilities and real estate.</li>\n <li>August private jobs growth misses expectations.</li>\n <li>Indexes: Dow falls 0.14%, S&amp;P up 0.03%, Nasdaq rises 0.33%.</li>\n</ul>\n<p>Sept 1 (Reuters) - The Nasdaq closed Wednesday at a record high, and the S&amp;P 500 rose but just missed a fresh peak, as September kicked off with renewed buying of technology stocks and private payrolls data, which supported the case for dovish monetary policy.</p>\n<p>Technology stocks , which tend to benefit from a low-rate environment, finished higher. Apple Inc rose 0.4% to its second-highest close, and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc , Amazon.com Inc and Google-owner Alphabet Inc all advanced between 0.2% and 0.7%.</p>\n<p>Utilities and real estate - sectors considered as bond-proxies or defensive - were the top performers.</p>\n<p>\"Given there's going to be some choppiness in the economic recovery because of COVID, people will look for where they can find the best future growth potential,\" said Chris Graff, co-chief investment officer at RMB Capital.</p>\n<p>Wall Street's main indexes have hit record highs recently, with the benchmark S&amp;P 500 notching seven straight monthly gains as investors shrugged off risks around a rise in new coronavirus infections and hoped for the Fed to remain dovish in its policy stance.</p>\n<p>Each new data release though is viewed by investors through the prism of whether it could push the Fed to taper sooner rather than later.</p>\n<p>A report by ADP, published ahead of the U.S. government's more comprehensive employment report on Friday, showed private employers hired far fewer workers than expected in August.</p>\n<p>Another set of data on Wednesday showed U.S. manufacturing activity unexpectedly picked up in August amid strong order growth, but a measure of factory employment dropped to a nine-month low, likely as workers remained scarce.</p>\n<p>\"We've got the jobs report on Friday, but what's become more important is the job openings report next week and the CPI release after that, so a lot about employment and inflation in the next couple of weeks which will reset people's expectations for tapering and interest rates,\" Graff added.</p>\n<p>The Dow Jones Industrial Average fell 48.2 points, or 0.14%, to 35,312.53, the S&amp;P 500 gained 1.41 points, or 0.03%, to 4,524.09 and the Nasdaq Composite added 50.15 points, or 0.33%, to 15,309.38.</p>\n<p>Falling 1.5% on the day, and down for the third straight session, was the energy index.</p>\n<p>Crude prices were flat after OPEC and its allies agreed to stick to their existing policy of gradual output increases. However, the full extent of damage to U.S. energy infrastructure from Hurricane Ida is still being established&nbsp;More than 80% of oil and gas production in the Gulf of Mexico remains offline, while analysts have warned that restarting Louisiana refineries shut by the storm could take weeks and cost operators tens of millions of dollars in lost revenue.</p>\n<p><a href=\"https://laohu8.com/S/PBF\">PBF Energy</a> Inc , whose 190,000 barrel-per-day Chalmette, Louisiana, refinery lost power following the storm, slumped 6.8% on Wednesday, taking its losses this week to 11.2%.</p>\n<p>Volume on U.S. exchanges was 9.81 billion shares, compared with the 8.99 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 55 new 52-week highs and no new lows; the Nasdaq Composite recorded 131 new highs and 17 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164481914","content_text":"Gains for tech stocks, utilities and real estate.\nAugust private jobs growth misses expectations.\nIndexes: Dow falls 0.14%, S&P up 0.03%, Nasdaq rises 0.33%.\n\nSept 1 (Reuters) - The Nasdaq closed Wednesday at a record high, and the S&P 500 rose but just missed a fresh peak, as September kicked off with renewed buying of technology stocks and private payrolls data, which supported the case for dovish monetary policy.\nTechnology stocks , which tend to benefit from a low-rate environment, finished higher. Apple Inc rose 0.4% to its second-highest close, and Facebook Inc , Amazon.com Inc and Google-owner Alphabet Inc all advanced between 0.2% and 0.7%.\nUtilities and real estate - sectors considered as bond-proxies or defensive - were the top performers.\n\"Given there's going to be some choppiness in the economic recovery because of COVID, people will look for where they can find the best future growth potential,\" said Chris Graff, co-chief investment officer at RMB Capital.\nWall Street's main indexes have hit record highs recently, with the benchmark S&P 500 notching seven straight monthly gains as investors shrugged off risks around a rise in new coronavirus infections and hoped for the Fed to remain dovish in its policy stance.\nEach new data release though is viewed by investors through the prism of whether it could push the Fed to taper sooner rather than later.\nA report by ADP, published ahead of the U.S. government's more comprehensive employment report on Friday, showed private employers hired far fewer workers than expected in August.\nAnother set of data on Wednesday showed U.S. manufacturing activity unexpectedly picked up in August amid strong order growth, but a measure of factory employment dropped to a nine-month low, likely as workers remained scarce.\n\"We've got the jobs report on Friday, but what's become more important is the job openings report next week and the CPI release after that, so a lot about employment and inflation in the next couple of weeks which will reset people's expectations for tapering and interest rates,\" Graff added.\nThe Dow Jones Industrial Average fell 48.2 points, or 0.14%, to 35,312.53, the S&P 500 gained 1.41 points, or 0.03%, to 4,524.09 and the Nasdaq Composite added 50.15 points, or 0.33%, to 15,309.38.\nFalling 1.5% on the day, and down for the third straight session, was the energy index.\nCrude prices were flat after OPEC and its allies agreed to stick to their existing policy of gradual output increases. However, the full extent of damage to U.S. energy infrastructure from Hurricane Ida is still being established More than 80% of oil and gas production in the Gulf of Mexico remains offline, while analysts have warned that restarting Louisiana refineries shut by the storm could take weeks and cost operators tens of millions of dollars in lost revenue.\nPBF Energy Inc , whose 190,000 barrel-per-day Chalmette, Louisiana, refinery lost power following the storm, slumped 6.8% on Wednesday, taking its losses this week to 11.2%.\nVolume on U.S. exchanges was 9.81 billion shares, compared with the 8.99 billion average for the full session over the last 20 trading days.\nThe S&P 500 posted 55 new 52-week highs and no new lows; the Nasdaq Composite recorded 131 new highs and 17 new lows.\n(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813420512,"gmtCreate":1630233301136,"gmtModify":1676530248363,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like and comment&nbsp;","listText":"Pls like and comment&nbsp;","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/813420512","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://ttm.financial/m/news/1129129956?lang=&edition=fundamental","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</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>This Unloved Tech Stock Could Make You Rich One Day</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\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891510978,"gmtCreate":1628398614494,"gmtModify":1703505862712,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/891510978","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://ttm.financial/m/news/1180529438?lang=&edition=fundamental","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission  sued the organization responsible for the development of a decentralized finance  protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p>The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.</p>\n<p><b>What Happened:</b>&nbsp;According to a Friday SEC&nbsp;announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.</p>\n<p>The SEC notes that Blockchain Credit Partners&nbsp;founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial&nbsp;the accusations.</p>\n<p><b>New Game, Old Rules?</b></p>\n<p>SEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.</p>\n<p>The SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.</p>\n<p>In a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.</p>\n<p><b>What's Next:</b>If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force&nbsp;<b>Ethereum's</b>&nbsp;(CRYPTO: ETH) core development team to write an update stopping such a project?</p>\n<p>If the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away&nbsp;between their fingers like sand, and they are going to try to grab it.</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>SEC Moves First DeFi Unregistered Securities Lawsuit</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906159523,"gmtCreate":1659500747367,"gmtModify":1705981057794,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906159523","repostId":"1135966025","repostType":4,"repost":{"id":"1135966025","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":1659494212,"share":"https://ttm.financial/m/news/1135966025?lang=&edition=fundamental","pubTime":"2022-08-03 10:36","market":"us","language":"en","title":"Tiger Chart | Big Tech Earnings Recap: Tesla's Net Profit Soars, and Amazon Is the King of Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=1135966025","media":"Tiger Newspress","summary":"Big Tech earnings are coming to an end. Tesla's net profit soars, and Amazon is the king of cash.The","content":"<html><head></head><body><p>Big Tech earnings are coming to an end. Tesla&#39;s net profit soars, and Amazon is the king of cash.</p><p>The latest earnings are that Microsoft and Google reported stable revenue growth and margins that are unchanged from recent macro conditions. The strong margins were especially welcomed as many companies have been missing on operating margins and cash flow. Meanwhile, Microsoft delivered free cash flow of $17.8 billion and net profits of $16.7 billion along with upbeat guidance for the year. Similarly, Google reported strong free cash flow of $12.6 billion and net profits of $16 billion in the recent quarter.</p><p>The same was not true for Meta, which primarily stumbled on its Q3 guide. The company reported its first decline in revenue in company history and guidance for next quarter missed due to FX headwinds. Analyst expectations for Q3 were for $30.4 billion, or 5% growth. Instead, the company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance with the current exchange rates creating a 6% headwind.</p><p><img src=\"https://static.tigerbbs.com/78210f275c8b6655199e86f675fc4852\" tg-width=\"1500\" tg-height=\"1407\" width=\"100%\" height=\"auto\"/></p><p><b>Amazon: Consumer Demand Resile</b></p><p>Amazon.com Inc said it expects a jump in third-quarter revenue, as the retailer collects bigger fees from Prime loyalty subscriptions and as consumer demand remained high in spite of rising inflation.</p><p>Amazon, like much of the retail industry, is facing a reckoning. Major rival Walmart Inc this week said it would make much less this year than it once expected. U.S. consumer confidence has tumbled to a recent low, and some are sticking to lower-priced essentials to manage economic woes.</p><p>That has not stopped Amazon. The online retailer projected net sales between $125 billion and $130 billion for the summer period, while analysts were expecting only $126.42 billion, according to IBES data from Refinitiv.</p><p>Still, sales growth has slowed year-over-year in some of the retailer&#39;s business segments. In North America, the company&#39;s largest market, net sales climbed 10% in the just-ended second quarter, compared with a 22% gain in the same period a year ago. Its international unit saw an outright decline of 12%.</p><p><b>Apple: Strong results despite challenges</b></p><p>Apple released strong results despite the challenging macro environment, strong US dollar, and supply chain issues. Revenue grew by 1.9% YoY to $83 billion, which was in-line with the analysts&#39; estimates. It reported EPS of $1.20, which beat estimates by $0.04 (4% beat).</p><p>The product segment revenue declined marginally by 0.9% YoY to $63.4 billion and the services segment revenue grew by 12% YoY to $19.6 billion. The company’s installed base of active devices reached an all-time high. It had more than 860 million of paid subscriptions, up 160 million in the past year.</p><p>The company did not give exact revenue guidance for the next quarter. Tim Cook, CEO of the company, said in the earnings call,<i>“We’re going to accelerate revenues in the September quarter as compared to the June quarter and will decelerate on the Services side.”</i></p><p>The company’s gross margin was 43.26%, compared to 43.75% in the previous quarter and 43.29% in the same period last year. It was above the management’s guidance of 42% to 43%.</p><p>Net income was $19.4 billion or $1.20 per share compared to $21.7 billion or $1.30 per share in the same period last year. It beat the analysts&#39; EPS estimates by $0.04.</p><p>The company had cash and marketable securities of $179 billion and a debt of $120 billion. The company reported strong operating cash flows of $23 billion (28% of revenue). The company returned over $28 billion to the shareholders in the recent quarter in the form of dividends and share repurchases.</p><p><b>Tesla: Profit</b> <b>Beats Estimates, Keeps 50% Output Growth Target</b></p><p>Tesla on Wednesday reported a smaller-than-expected drop in quarterly profit, helped by a string of price increases for its cars, which Elon Musk later said were &#34;embarrassingly high&#34; and could hurt demand.</p><p>Tesla also sold a majority of its bitcoin holdings, which led to smaller-than-expected impairment charges caused by a decline in the value of the cryptocurrency, analysts said.</p><p>Chief Financial Officer Zachary Kirkhorn said Tesla was still pushing to reach 50% growth in deliveries this year, adding that while the target had become more difficult, &#34;it remains possible with strong execution.&#34;</p><p>Tesla&#39;s China factory ended the second quarter with a record monthly production level, after being forced to shut down due to COVID-19 related lockdowns.</p><p>Musk said new factories in Berlin and Texas aimed to produce 5,000 cars a week by the end of the year, adding that Berlin produced 1,000 cars a week in June. He had previously said the new factories were &#34;gigantic money furnaces.&#34;</p><p>The EV maker posted an adjusted profit of $2.27 per share for the second quarter ended June versus analysts&#39; consensus estimates of $1.81.</p><p>Automotive gross margin fell to 27.9%, down from a year earlier and the preceding quarter.</p><p>Total revenue fell to $16.93 billion from $18.76 billion a quarter earlier, ending its streak of posting record revenue in recent quarters. Analysts expected $17.10 billion, according to Refinitiv.</p><p><b>Alphabet: Search is Resilient</b></p><p>The company reported revenue of 13%, or 16% in constant currency, for a total of $69.7 billion. The operating margin was flat year-over-year, which is a win. Operating expenses grew 24% yet the operating margin was in line with previous quarters at 28% for $19.58 billion in operating income.</p><p>The net margin was a bit weaker than previous quarters in 2021 at $16 billion yet in line with last quarter. The company has free cash flow of $12.6 billion. The company has $125 billion in cash and marketable securities. The company reported EPS of $1.21 compared to $1.36 for the same period last year.</p><p>Search was stable given the current environment at 13.5% growth to $40 billion and this provided relief that not all ad spend has been paused. Search was strong last quarter at 24% growth to $40 billion, and was flat sequentially in terms of total dollar amount.</p><p>The effects of Google’s large R&amp;D department and advances in AI cannot be overstated when it comes to the resiliency of Search in the current environment. We are getting a very slight glimpse of what’s to come for Google in terms of its advertising dominance.</p><p>The expectations were that YouTube would weigh on the report yet YouTube provided a bit of growth at 5% year-over-year. The company was adamant that YouTube growth is low because of the tough comps. The tough comps was touched on many times, such as this: “the modest year-on-year growth rate primarily reflects lapping the uniquely strong performance in the second quarter of 2021.”</p><p>Notably, Google Cloud slowed to 35.6% growth down from 43.8% growth last quarter. This means Google Cloud is growing slower than Azure on a lower revenue base. This is something to monitor in the future.</p><p><b>Microsoft: Double-Digit Guide for FY2023</b></p><p>Many tech companies are declining to give guidance while Microsoft’s management provided strong guidance in both Q1 FY2023 and for FY2023. For Q1 FY2023, management provided a 10% guide across product lines for next quarter (this includes FX headwinds) and also provided guidance for fiscal year 2023 ending in June: “We continue to expect double-digit revenue and operating income growth in both constant currency and U.S. dollars. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio.”</p><p>Revenue grew by 12% YoY to $51.9 billion (missed Wall Street analysts&#39; estimates by 0.94%) and EPS came at $2.23 (missed estimates by 2.9%). The strong US dollar negatively impacted the revenue by $595 million and EPS by $0.04. Microsoft Cloud revenue grew by 28% YoY to $25 billion. The company’s results are good considering the various macro uncertainties, China lockdown, and the strong US dollar. FY2022 revenue grew by 18% YoY to $198.3 billion and net income increased by 19% YoY to $72.7 billion.</p><p>The company’s gross income increased 10% YoY to $35.4 billion. The gross margin decreased by 147 bps to 68.2% when compared to the same period last year. Excluding the impact from the change in the accounting estimate, the gross margin was relatively unchanged.</p><p>The operating income increased by 8% YoY to $20.5 billion. The operating margin decreased by 187 bps to 39.5%. Excluding the impact from the change in the accounting estimate and FX, the operating margin would be relatively unchanged.</p><p>The company’s cash flows continued to be strong in the recent quarter. Cash from operations grew by 8% YoY to $24.6 billion (47% of revenue) and free cash flow increased by 9% YoY to $17.8 billion (34% of revenue). The company has cash and investments of $104.8 billion and debt of $49.8 billion.</p><p>Despite weakness in PCs, the company’s other segments continue to grow. Intelligent Cloud grew 20% YoY to $20.9 billion and Productivity and Business Processes segment grew 13% YoY to $16.6 billion.</p><p>The company also made an accounting change in the useful life for server and network equipment assets from four to six years which will extend the depreciation expenses for the company.</p><p>Amy Hood said in the earnings call, “<i>First, effective at the start of FY &#39;23, we are extending the depreciable useful life for server and network equipment assets in our cloud infrastructure from 4 to 6 years, which will apply to the asset balances on our balance sheet as of June 30, 2022, as well as future asset purchases.</i></p><p><i>As a result, based on the outstanding balances as of June 30, we expect fiscal year &#39;23 operating income to be favorably impacted by approximately $3.7 billion for the full fiscal year and approximately $1.1 billion in the first quarter.”</i></p><p><b>Meta: Misses Q3 Expectations</b></p><p>The market does not need a perfect quarter for Q2 given the numerous headwinds facing tech companies. What the market does need is a sign that a company may have bottomed and is able to guide growth (even if minimal) from Q2-Q3.</p><p>In Q2, Meta’s revenue declined for the first time in history. This was expected. However, what was not expected was the lower guide for the next quarter. The company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance. The guidance takes into consideration the weak advertising demand the company experienced in the recent quarter and also the foreign exchange headwinds of 6%. The investors were expecting a return of growth in the next quarter.</p><p>The company had a slight beat on DAUs at 1.97 billion versus 1.96 billion expected. Monthly users were 2.93 billion slightly missed expectations of 2.94 billion.</p><p>Operating expenses rose 22% YoY to $20.4 billion. This led to the drop in the operating margin to 29% in the recent quarter compared to 43% in the same period last year. It also led to the 36% YoY drop in the net income to $6.69 billion. The EPS came at $2.46 compared to $3.61 in Q2 2021.</p><p>The company is looking to further reduce the operating expenses for the year to $85 billion to $88 billion from the last quarter guidance of $87 billion to $92 million and the prior estimate of $90 billion to $95 billion.</p><p><b>Netflix: Customer Growth Forecast Eases Wall Street Concerns</b></p><p>Netflix averted its own worst-case scenario of subscriber losses, posting a nearly 1 million drop from April through June, and predicted it would return to customer growth during the third quarter.</p><p>Investors took the forecast as a signal that Netflix could still find new subscribers despite a rocky global economy and signs of saturation in its biggest market, the United States and Canada.</p><p>Netflix lost 1.3 million customers in the United States and Canada in the second quarter, and 770,000 in Europe, the Middle East and Africa. That was offset by a gain of nearly 1.1 million members in the Asia/Pacific region.</p><p>Netflix remains the dominant streaming service with nearly 221 million global paid subscribers. Co-CEO Ted Sarandos said the company still sees room for &#34;enormous&#34; growth by attracting many of the billions of people worldwide who have yet to sign up.</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>Tiger Chart | Big Tech Earnings Recap: Tesla's Net Profit Soars, and Amazon Is the King of Cash</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\">\nTiger Chart | Big Tech Earnings Recap: Tesla's Net Profit Soars, and Amazon Is the King of Cash\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\">2022-08-03 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big Tech earnings are coming to an end. Tesla&#39;s net profit soars, and Amazon is the king of cash.</p><p>The latest earnings are that Microsoft and Google reported stable revenue growth and margins that are unchanged from recent macro conditions. The strong margins were especially welcomed as many companies have been missing on operating margins and cash flow. Meanwhile, Microsoft delivered free cash flow of $17.8 billion and net profits of $16.7 billion along with upbeat guidance for the year. Similarly, Google reported strong free cash flow of $12.6 billion and net profits of $16 billion in the recent quarter.</p><p>The same was not true for Meta, which primarily stumbled on its Q3 guide. The company reported its first decline in revenue in company history and guidance for next quarter missed due to FX headwinds. Analyst expectations for Q3 were for $30.4 billion, or 5% growth. Instead, the company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance with the current exchange rates creating a 6% headwind.</p><p><img src=\"https://static.tigerbbs.com/78210f275c8b6655199e86f675fc4852\" tg-width=\"1500\" tg-height=\"1407\" width=\"100%\" height=\"auto\"/></p><p><b>Amazon: Consumer Demand Resile</b></p><p>Amazon.com Inc said it expects a jump in third-quarter revenue, as the retailer collects bigger fees from Prime loyalty subscriptions and as consumer demand remained high in spite of rising inflation.</p><p>Amazon, like much of the retail industry, is facing a reckoning. Major rival Walmart Inc this week said it would make much less this year than it once expected. U.S. consumer confidence has tumbled to a recent low, and some are sticking to lower-priced essentials to manage economic woes.</p><p>That has not stopped Amazon. The online retailer projected net sales between $125 billion and $130 billion for the summer period, while analysts were expecting only $126.42 billion, according to IBES data from Refinitiv.</p><p>Still, sales growth has slowed year-over-year in some of the retailer&#39;s business segments. In North America, the company&#39;s largest market, net sales climbed 10% in the just-ended second quarter, compared with a 22% gain in the same period a year ago. Its international unit saw an outright decline of 12%.</p><p><b>Apple: Strong results despite challenges</b></p><p>Apple released strong results despite the challenging macro environment, strong US dollar, and supply chain issues. Revenue grew by 1.9% YoY to $83 billion, which was in-line with the analysts&#39; estimates. It reported EPS of $1.20, which beat estimates by $0.04 (4% beat).</p><p>The product segment revenue declined marginally by 0.9% YoY to $63.4 billion and the services segment revenue grew by 12% YoY to $19.6 billion. The company’s installed base of active devices reached an all-time high. It had more than 860 million of paid subscriptions, up 160 million in the past year.</p><p>The company did not give exact revenue guidance for the next quarter. Tim Cook, CEO of the company, said in the earnings call,<i>“We’re going to accelerate revenues in the September quarter as compared to the June quarter and will decelerate on the Services side.”</i></p><p>The company’s gross margin was 43.26%, compared to 43.75% in the previous quarter and 43.29% in the same period last year. It was above the management’s guidance of 42% to 43%.</p><p>Net income was $19.4 billion or $1.20 per share compared to $21.7 billion or $1.30 per share in the same period last year. It beat the analysts&#39; EPS estimates by $0.04.</p><p>The company had cash and marketable securities of $179 billion and a debt of $120 billion. The company reported strong operating cash flows of $23 billion (28% of revenue). The company returned over $28 billion to the shareholders in the recent quarter in the form of dividends and share repurchases.</p><p><b>Tesla: Profit</b> <b>Beats Estimates, Keeps 50% Output Growth Target</b></p><p>Tesla on Wednesday reported a smaller-than-expected drop in quarterly profit, helped by a string of price increases for its cars, which Elon Musk later said were &#34;embarrassingly high&#34; and could hurt demand.</p><p>Tesla also sold a majority of its bitcoin holdings, which led to smaller-than-expected impairment charges caused by a decline in the value of the cryptocurrency, analysts said.</p><p>Chief Financial Officer Zachary Kirkhorn said Tesla was still pushing to reach 50% growth in deliveries this year, adding that while the target had become more difficult, &#34;it remains possible with strong execution.&#34;</p><p>Tesla&#39;s China factory ended the second quarter with a record monthly production level, after being forced to shut down due to COVID-19 related lockdowns.</p><p>Musk said new factories in Berlin and Texas aimed to produce 5,000 cars a week by the end of the year, adding that Berlin produced 1,000 cars a week in June. He had previously said the new factories were &#34;gigantic money furnaces.&#34;</p><p>The EV maker posted an adjusted profit of $2.27 per share for the second quarter ended June versus analysts&#39; consensus estimates of $1.81.</p><p>Automotive gross margin fell to 27.9%, down from a year earlier and the preceding quarter.</p><p>Total revenue fell to $16.93 billion from $18.76 billion a quarter earlier, ending its streak of posting record revenue in recent quarters. Analysts expected $17.10 billion, according to Refinitiv.</p><p><b>Alphabet: Search is Resilient</b></p><p>The company reported revenue of 13%, or 16% in constant currency, for a total of $69.7 billion. The operating margin was flat year-over-year, which is a win. Operating expenses grew 24% yet the operating margin was in line with previous quarters at 28% for $19.58 billion in operating income.</p><p>The net margin was a bit weaker than previous quarters in 2021 at $16 billion yet in line with last quarter. The company has free cash flow of $12.6 billion. The company has $125 billion in cash and marketable securities. The company reported EPS of $1.21 compared to $1.36 for the same period last year.</p><p>Search was stable given the current environment at 13.5% growth to $40 billion and this provided relief that not all ad spend has been paused. Search was strong last quarter at 24% growth to $40 billion, and was flat sequentially in terms of total dollar amount.</p><p>The effects of Google’s large R&amp;D department and advances in AI cannot be overstated when it comes to the resiliency of Search in the current environment. We are getting a very slight glimpse of what’s to come for Google in terms of its advertising dominance.</p><p>The expectations were that YouTube would weigh on the report yet YouTube provided a bit of growth at 5% year-over-year. The company was adamant that YouTube growth is low because of the tough comps. The tough comps was touched on many times, such as this: “the modest year-on-year growth rate primarily reflects lapping the uniquely strong performance in the second quarter of 2021.”</p><p>Notably, Google Cloud slowed to 35.6% growth down from 43.8% growth last quarter. This means Google Cloud is growing slower than Azure on a lower revenue base. This is something to monitor in the future.</p><p><b>Microsoft: Double-Digit Guide for FY2023</b></p><p>Many tech companies are declining to give guidance while Microsoft’s management provided strong guidance in both Q1 FY2023 and for FY2023. For Q1 FY2023, management provided a 10% guide across product lines for next quarter (this includes FX headwinds) and also provided guidance for fiscal year 2023 ending in June: “We continue to expect double-digit revenue and operating income growth in both constant currency and U.S. dollars. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio.”</p><p>Revenue grew by 12% YoY to $51.9 billion (missed Wall Street analysts&#39; estimates by 0.94%) and EPS came at $2.23 (missed estimates by 2.9%). The strong US dollar negatively impacted the revenue by $595 million and EPS by $0.04. Microsoft Cloud revenue grew by 28% YoY to $25 billion. The company’s results are good considering the various macro uncertainties, China lockdown, and the strong US dollar. FY2022 revenue grew by 18% YoY to $198.3 billion and net income increased by 19% YoY to $72.7 billion.</p><p>The company’s gross income increased 10% YoY to $35.4 billion. The gross margin decreased by 147 bps to 68.2% when compared to the same period last year. Excluding the impact from the change in the accounting estimate, the gross margin was relatively unchanged.</p><p>The operating income increased by 8% YoY to $20.5 billion. The operating margin decreased by 187 bps to 39.5%. Excluding the impact from the change in the accounting estimate and FX, the operating margin would be relatively unchanged.</p><p>The company’s cash flows continued to be strong in the recent quarter. Cash from operations grew by 8% YoY to $24.6 billion (47% of revenue) and free cash flow increased by 9% YoY to $17.8 billion (34% of revenue). The company has cash and investments of $104.8 billion and debt of $49.8 billion.</p><p>Despite weakness in PCs, the company’s other segments continue to grow. Intelligent Cloud grew 20% YoY to $20.9 billion and Productivity and Business Processes segment grew 13% YoY to $16.6 billion.</p><p>The company also made an accounting change in the useful life for server and network equipment assets from four to six years which will extend the depreciation expenses for the company.</p><p>Amy Hood said in the earnings call, “<i>First, effective at the start of FY &#39;23, we are extending the depreciable useful life for server and network equipment assets in our cloud infrastructure from 4 to 6 years, which will apply to the asset balances on our balance sheet as of June 30, 2022, as well as future asset purchases.</i></p><p><i>As a result, based on the outstanding balances as of June 30, we expect fiscal year &#39;23 operating income to be favorably impacted by approximately $3.7 billion for the full fiscal year and approximately $1.1 billion in the first quarter.”</i></p><p><b>Meta: Misses Q3 Expectations</b></p><p>The market does not need a perfect quarter for Q2 given the numerous headwinds facing tech companies. What the market does need is a sign that a company may have bottomed and is able to guide growth (even if minimal) from Q2-Q3.</p><p>In Q2, Meta’s revenue declined for the first time in history. This was expected. However, what was not expected was the lower guide for the next quarter. The company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance. The guidance takes into consideration the weak advertising demand the company experienced in the recent quarter and also the foreign exchange headwinds of 6%. The investors were expecting a return of growth in the next quarter.</p><p>The company had a slight beat on DAUs at 1.97 billion versus 1.96 billion expected. Monthly users were 2.93 billion slightly missed expectations of 2.94 billion.</p><p>Operating expenses rose 22% YoY to $20.4 billion. This led to the drop in the operating margin to 29% in the recent quarter compared to 43% in the same period last year. It also led to the 36% YoY drop in the net income to $6.69 billion. The EPS came at $2.46 compared to $3.61 in Q2 2021.</p><p>The company is looking to further reduce the operating expenses for the year to $85 billion to $88 billion from the last quarter guidance of $87 billion to $92 million and the prior estimate of $90 billion to $95 billion.</p><p><b>Netflix: Customer Growth Forecast Eases Wall Street Concerns</b></p><p>Netflix averted its own worst-case scenario of subscriber losses, posting a nearly 1 million drop from April through June, and predicted it would return to customer growth during the third quarter.</p><p>Investors took the forecast as a signal that Netflix could still find new subscribers despite a rocky global economy and signs of saturation in its biggest market, the United States and Canada.</p><p>Netflix lost 1.3 million customers in the United States and Canada in the second quarter, and 770,000 in Europe, the Middle East and Africa. That was offset by a gain of nearly 1.1 million members in the Asia/Pacific region.</p><p>Netflix remains the dominant streaming service with nearly 221 million global paid subscribers. Co-CEO Ted Sarandos said the company still sees room for &#34;enormous&#34; growth by attracting many of the billions of people worldwide who have yet to sign up.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","AMZN":"亚马逊","MSFT":"微软","META":"Meta Platforms, Inc.","NFLX":"奈飞","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135966025","content_text":"Big Tech earnings are coming to an end. Tesla's net profit soars, and Amazon is the king of cash.The latest earnings are that Microsoft and Google reported stable revenue growth and margins that are unchanged from recent macro conditions. The strong margins were especially welcomed as many companies have been missing on operating margins and cash flow. Meanwhile, Microsoft delivered free cash flow of $17.8 billion and net profits of $16.7 billion along with upbeat guidance for the year. Similarly, Google reported strong free cash flow of $12.6 billion and net profits of $16 billion in the recent quarter.The same was not true for Meta, which primarily stumbled on its Q3 guide. The company reported its first decline in revenue in company history and guidance for next quarter missed due to FX headwinds. Analyst expectations for Q3 were for $30.4 billion, or 5% growth. Instead, the company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance with the current exchange rates creating a 6% headwind.Amazon: Consumer Demand ResileAmazon.com Inc said it expects a jump in third-quarter revenue, as the retailer collects bigger fees from Prime loyalty subscriptions and as consumer demand remained high in spite of rising inflation.Amazon, like much of the retail industry, is facing a reckoning. Major rival Walmart Inc this week said it would make much less this year than it once expected. U.S. consumer confidence has tumbled to a recent low, and some are sticking to lower-priced essentials to manage economic woes.That has not stopped Amazon. The online retailer projected net sales between $125 billion and $130 billion for the summer period, while analysts were expecting only $126.42 billion, according to IBES data from Refinitiv.Still, sales growth has slowed year-over-year in some of the retailer's business segments. In North America, the company's largest market, net sales climbed 10% in the just-ended second quarter, compared with a 22% gain in the same period a year ago. Its international unit saw an outright decline of 12%.Apple: Strong results despite challengesApple released strong results despite the challenging macro environment, strong US dollar, and supply chain issues. Revenue grew by 1.9% YoY to $83 billion, which was in-line with the analysts' estimates. It reported EPS of $1.20, which beat estimates by $0.04 (4% beat).The product segment revenue declined marginally by 0.9% YoY to $63.4 billion and the services segment revenue grew by 12% YoY to $19.6 billion. The company’s installed base of active devices reached an all-time high. It had more than 860 million of paid subscriptions, up 160 million in the past year.The company did not give exact revenue guidance for the next quarter. Tim Cook, CEO of the company, said in the earnings call,“We’re going to accelerate revenues in the September quarter as compared to the June quarter and will decelerate on the Services side.”The company’s gross margin was 43.26%, compared to 43.75% in the previous quarter and 43.29% in the same period last year. It was above the management’s guidance of 42% to 43%.Net income was $19.4 billion or $1.20 per share compared to $21.7 billion or $1.30 per share in the same period last year. It beat the analysts' EPS estimates by $0.04.The company had cash and marketable securities of $179 billion and a debt of $120 billion. The company reported strong operating cash flows of $23 billion (28% of revenue). The company returned over $28 billion to the shareholders in the recent quarter in the form of dividends and share repurchases.Tesla: Profit Beats Estimates, Keeps 50% Output Growth TargetTesla on Wednesday reported a smaller-than-expected drop in quarterly profit, helped by a string of price increases for its cars, which Elon Musk later said were \"embarrassingly high\" and could hurt demand.Tesla also sold a majority of its bitcoin holdings, which led to smaller-than-expected impairment charges caused by a decline in the value of the cryptocurrency, analysts said.Chief Financial Officer Zachary Kirkhorn said Tesla was still pushing to reach 50% growth in deliveries this year, adding that while the target had become more difficult, \"it remains possible with strong execution.\"Tesla's China factory ended the second quarter with a record monthly production level, after being forced to shut down due to COVID-19 related lockdowns.Musk said new factories in Berlin and Texas aimed to produce 5,000 cars a week by the end of the year, adding that Berlin produced 1,000 cars a week in June. He had previously said the new factories were \"gigantic money furnaces.\"The EV maker posted an adjusted profit of $2.27 per share for the second quarter ended June versus analysts' consensus estimates of $1.81.Automotive gross margin fell to 27.9%, down from a year earlier and the preceding quarter.Total revenue fell to $16.93 billion from $18.76 billion a quarter earlier, ending its streak of posting record revenue in recent quarters. Analysts expected $17.10 billion, according to Refinitiv.Alphabet: Search is ResilientThe company reported revenue of 13%, or 16% in constant currency, for a total of $69.7 billion. The operating margin was flat year-over-year, which is a win. Operating expenses grew 24% yet the operating margin was in line with previous quarters at 28% for $19.58 billion in operating income.The net margin was a bit weaker than previous quarters in 2021 at $16 billion yet in line with last quarter. The company has free cash flow of $12.6 billion. The company has $125 billion in cash and marketable securities. The company reported EPS of $1.21 compared to $1.36 for the same period last year.Search was stable given the current environment at 13.5% growth to $40 billion and this provided relief that not all ad spend has been paused. Search was strong last quarter at 24% growth to $40 billion, and was flat sequentially in terms of total dollar amount.The effects of Google’s large R&D department and advances in AI cannot be overstated when it comes to the resiliency of Search in the current environment. We are getting a very slight glimpse of what’s to come for Google in terms of its advertising dominance.The expectations were that YouTube would weigh on the report yet YouTube provided a bit of growth at 5% year-over-year. The company was adamant that YouTube growth is low because of the tough comps. The tough comps was touched on many times, such as this: “the modest year-on-year growth rate primarily reflects lapping the uniquely strong performance in the second quarter of 2021.”Notably, Google Cloud slowed to 35.6% growth down from 43.8% growth last quarter. This means Google Cloud is growing slower than Azure on a lower revenue base. This is something to monitor in the future.Microsoft: Double-Digit Guide for FY2023Many tech companies are declining to give guidance while Microsoft’s management provided strong guidance in both Q1 FY2023 and for FY2023. For Q1 FY2023, management provided a 10% guide across product lines for next quarter (this includes FX headwinds) and also provided guidance for fiscal year 2023 ending in June: “We continue to expect double-digit revenue and operating income growth in both constant currency and U.S. dollars. Revenue growth will be driven by continued momentum in our commercial business and a focus on share gains across our portfolio.”Revenue grew by 12% YoY to $51.9 billion (missed Wall Street analysts' estimates by 0.94%) and EPS came at $2.23 (missed estimates by 2.9%). The strong US dollar negatively impacted the revenue by $595 million and EPS by $0.04. Microsoft Cloud revenue grew by 28% YoY to $25 billion. The company’s results are good considering the various macro uncertainties, China lockdown, and the strong US dollar. FY2022 revenue grew by 18% YoY to $198.3 billion and net income increased by 19% YoY to $72.7 billion.The company’s gross income increased 10% YoY to $35.4 billion. The gross margin decreased by 147 bps to 68.2% when compared to the same period last year. Excluding the impact from the change in the accounting estimate, the gross margin was relatively unchanged.The operating income increased by 8% YoY to $20.5 billion. The operating margin decreased by 187 bps to 39.5%. Excluding the impact from the change in the accounting estimate and FX, the operating margin would be relatively unchanged.The company’s cash flows continued to be strong in the recent quarter. Cash from operations grew by 8% YoY to $24.6 billion (47% of revenue) and free cash flow increased by 9% YoY to $17.8 billion (34% of revenue). The company has cash and investments of $104.8 billion and debt of $49.8 billion.Despite weakness in PCs, the company’s other segments continue to grow. Intelligent Cloud grew 20% YoY to $20.9 billion and Productivity and Business Processes segment grew 13% YoY to $16.6 billion.The company also made an accounting change in the useful life for server and network equipment assets from four to six years which will extend the depreciation expenses for the company.Amy Hood said in the earnings call, “First, effective at the start of FY '23, we are extending the depreciable useful life for server and network equipment assets in our cloud infrastructure from 4 to 6 years, which will apply to the asset balances on our balance sheet as of June 30, 2022, as well as future asset purchases.As a result, based on the outstanding balances as of June 30, we expect fiscal year '23 operating income to be favorably impacted by approximately $3.7 billion for the full fiscal year and approximately $1.1 billion in the first quarter.”Meta: Misses Q3 ExpectationsThe market does not need a perfect quarter for Q2 given the numerous headwinds facing tech companies. What the market does need is a sign that a company may have bottomed and is able to guide growth (even if minimal) from Q2-Q3.In Q2, Meta’s revenue declined for the first time in history. This was expected. However, what was not expected was the lower guide for the next quarter. The company guided for $26 billion to $28.5 billion, or a YoY decline of 6% at the mid-point of the guidance. The guidance takes into consideration the weak advertising demand the company experienced in the recent quarter and also the foreign exchange headwinds of 6%. The investors were expecting a return of growth in the next quarter.The company had a slight beat on DAUs at 1.97 billion versus 1.96 billion expected. Monthly users were 2.93 billion slightly missed expectations of 2.94 billion.Operating expenses rose 22% YoY to $20.4 billion. This led to the drop in the operating margin to 29% in the recent quarter compared to 43% in the same period last year. It also led to the 36% YoY drop in the net income to $6.69 billion. The EPS came at $2.46 compared to $3.61 in Q2 2021.The company is looking to further reduce the operating expenses for the year to $85 billion to $88 billion from the last quarter guidance of $87 billion to $92 million and the prior estimate of $90 billion to $95 billion.Netflix: Customer Growth Forecast Eases Wall Street ConcernsNetflix averted its own worst-case scenario of subscriber losses, posting a nearly 1 million drop from April through June, and predicted it would return to customer growth during the third quarter.Investors took the forecast as a signal that Netflix could still find new subscribers despite a rocky global economy and signs of saturation in its biggest market, the United States and Canada.Netflix lost 1.3 million customers in the United States and Canada in the second quarter, and 770,000 in Europe, the Middle East and Africa. That was offset by a gain of nearly 1.1 million members in the Asia/Pacific region.Netflix remains the dominant streaming service with nearly 221 million global paid subscribers. Co-CEO Ted Sarandos said the company still sees room for \"enormous\" growth by attracting many of the billions of people worldwide who have yet to sign up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069131756,"gmtCreate":1651245334928,"gmtModify":1676534877674,"author":{"id":"3559187437759047","authorId":"3559187437759047","name":"flyingfish28","avatar":"https://static.tigerbbs.com/75507aa8ddf5c1cc85f50faf9c40aa31","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559187437759047","idStr":"3559187437759047"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069131756","repostId":"1167995903","repostType":4,"repost":{"id":"1167995903","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":1651238559,"share":"https://ttm.financial/m/news/1167995903?lang=&edition=fundamental","pubTime":"2022-04-29 21:22","market":"us","language":"en","title":"Elon Musk Sold around $8.4 Billion Worth of Tesla Shares This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1167995903","media":"Tiger Newspress","summary":"Tesla IncChief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.Elon Musk sold roughly $8.4 billion worth ofTeslashares this week, following his bid to takeTwitterprivate, according to filings with the Securities and Exchange Commission.The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and","content":"<html><head></head><body><p>Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.</p><p><img src=\"https://static.tigerbbs.com/021032a2e64da7a5771a67edea680e33\" tg-width=\"1920\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.</p><p>The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.</p><p>The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.</p><p>As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.</p><p><img src=\"https://static.tigerbbs.com/d4c5558154485a849a9aa2d56f558eac\" tg-width=\"785\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></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>Elon Musk Sold around $8.4 Billion Worth of Tesla Shares This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Sold around $8.4 Billion Worth of Tesla Shares This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 21:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.</p><p><img src=\"https://static.tigerbbs.com/021032a2e64da7a5771a67edea680e33\" tg-width=\"1920\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.</p><p>The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.</p><p>The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.</p><p>As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.</p><p><img src=\"https://static.tigerbbs.com/d4c5558154485a849a9aa2d56f558eac\" tg-width=\"785\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></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":"1167995903","content_text":"Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}