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2021-09-16

What a clown

SEC Chair Gensler defends Reddit, GameStop investors' right to 'smash' short sellers

2021-08-19

$UG HEALTHCARE CORPORATION LTD(8K7.SI)$Just averaged down, getting ready forearnings next week ?

2021-07-28

Nice

Can These Megacap Stocks Double? Wall Street Thinks So

2021-07-28

Like pls

2 Reddit-Favorite Stocks That Are More Than A Meme

2021-06-16

Nice

Oracle: The Turning Point Of The Business

2021-06-16

Nice

New UiPath Report Finds Growing Diversity and Near 100% Job Satisfaction Among RPA Professionals

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a clown","listText":"What a clown","text":"What a clown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885544385","repostId":"2167591398","repostType":2,"repost":{"id":"2167591398","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":1631759340,"share":"https://ttm.financial/m/news/2167591398?lang=&edition=fundamental","pubTime":"2021-09-16 10:29","market":"us","language":"en","title":"SEC Chair Gensler defends Reddit, GameStop investors' right to 'smash' short sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2167591398","media":"Dow Jones","summary":"'Before we had television, people did it on the radio, now we have various social media platforms,' ","content":"<p>'Before we had television, people did it on the radio, now we have various social media platforms,' the regulator said</p>\n<p>Washington's top stock market cop is showing no appetite to crack down on the behavior of millions of retail investors who use forums on Reddit and other social media platforms to coordinate investment strategies, sometimes at the expense of established Wall Street short sellers.</p>\n<p>During a Wednesday interview, CNBC's Jim Cramer asked U.S. Securities and Exchange Commission chair, Gary Gensler, whether the SEC should step in to prevent a coordinated effort by Reddit investors to \"smash\" short sellers who bet against popular meme stocks like GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a></p>\n<p>\"If three hedge fund members work in concert to smash a short hedge fund, the 5 million Reddit people would say that's illegal, but perhaps it shouldn't be,\" Cramer said. \"If 5 million people decide to smash a hedge fund that's short, is that ok? What's within the bounds of what you can do to smash a short seller?\"</p>\n<p>GameStop became a popular investment on social media in part because retail investors saw the company as being unfairly attacked by short sellers who were driving down the price of a stock and risked making the company's failure a self-fulfilling prophecy.</p>\n<p>Gensler declined to comment specifically on the GameStop situation, but defended the right of individuals to speak freely about investment opportunities and to convince fellow investors to copy their trading strategies.</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>SEC Chair Gensler defends Reddit, GameStop investors' right to 'smash' short sellers</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 Chair Gensler defends Reddit, GameStop investors' right to 'smash' short sellers\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\">2021-09-16 10:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>'Before we had television, people did it on the radio, now we have various social media platforms,' the regulator said</p>\n<p>Washington's top stock market cop is showing no appetite to crack down on the behavior of millions of retail investors who use forums on Reddit and other social media platforms to coordinate investment strategies, sometimes at the expense of established Wall Street short sellers.</p>\n<p>During a Wednesday interview, CNBC's Jim Cramer asked U.S. Securities and Exchange Commission chair, Gary Gensler, whether the SEC should step in to prevent a coordinated effort by Reddit investors to \"smash\" short sellers who bet against popular meme stocks like GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a></p>\n<p>\"If three hedge fund members work in concert to smash a short hedge fund, the 5 million Reddit people would say that's illegal, but perhaps it shouldn't be,\" Cramer said. \"If 5 million people decide to smash a hedge fund that's short, is that ok? What's within the bounds of what you can do to smash a short seller?\"</p>\n<p>GameStop became a popular investment on social media in part because retail investors saw the company as being unfairly attacked by short sellers who were driving down the price of a stock and risked making the company's failure a self-fulfilling prophecy.</p>\n<p>Gensler declined to comment specifically on the GameStop situation, but defended the right of individuals to speak freely about investment opportunities and to convince fellow investors to copy their trading strategies.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167591398","content_text":"'Before we had television, people did it on the radio, now we have various social media platforms,' the regulator said\nWashington's top stock market cop is showing no appetite to crack down on the behavior of millions of retail investors who use forums on Reddit and other social media platforms to coordinate investment strategies, sometimes at the expense of established Wall Street short sellers.\nDuring a Wednesday interview, CNBC's Jim Cramer asked U.S. Securities and Exchange Commission chair, Gary Gensler, whether the SEC should step in to prevent a coordinated effort by Reddit investors to \"smash\" short sellers who bet against popular meme stocks like GameStop Corp. $(GME)$ and AMC Entertainment Holdings Inc. $(AMC)$\n\"If three hedge fund members work in concert to smash a short hedge fund, the 5 million Reddit people would say that's illegal, but perhaps it shouldn't be,\" Cramer said. \"If 5 million people decide to smash a hedge fund that's short, is that ok? What's within the bounds of what you can do to smash a short seller?\"\nGameStop became a popular investment on social media in part because retail investors saw the company as being unfairly attacked by short sellers who were driving down the price of a stock and risked making the company's failure a self-fulfilling prophecy.\nGensler declined to comment specifically on the GameStop situation, but defended the right of individuals to speak freely about investment opportunities and to convince fellow investors to copy their trading strategies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831440408,"gmtCreate":1629343424504,"gmtModify":1676530009536,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8K7.SI\">$UG HEALTHCARE CORPORATION LTD(8K7.SI)$</a>Just averaged down, getting ready forearnings next week ?","listText":"<a href=\"https://laohu8.com/S/8K7.SI\">$UG HEALTHCARE CORPORATION LTD(8K7.SI)$</a>Just averaged down, getting ready forearnings next week ?","text":"$UG HEALTHCARE CORPORATION LTD(8K7.SI)$Just averaged down, getting ready forearnings next week ?","images":[{"img":"https://static.tigerbbs.com/ccc4c9c43cd6709c42bf34bafa9ab1d6","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831440408","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801914913,"gmtCreate":1627479371232,"gmtModify":1703490745004,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801914913","repostId":"2154360923","repostType":4,"repost":{"id":"2154360923","kind":"highlight","pubTimestamp":1627476883,"share":"https://ttm.financial/m/news/2154360923?lang=&edition=fundamental","pubTime":"2021-07-28 20:54","market":"us","language":"en","title":"Can These Megacap Stocks Double? Wall Street Thinks So","url":"https://stock-news.laohu8.com/highlight/detail?id=2154360923","media":"Motley Fool","summary":"The loftiest analyst price targets have these three well-known stocks rising by 101% to 129%.","content":"<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).</p>\n<p>Historically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.</p>\n<p>Of the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fdividend-cash-on-financial-newspaper-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Tesla Motors: Implied upside of 129%</h2>\n<p>Perhaps unsurprisingly, auto stock <b>Tesla Motors</b> (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.</p>\n<p>The obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.</p>\n<p>Another reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.</p>\n<p>But Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. <b>General Motors</b> (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.&nbsp; Meanwhile, <b>Ford Motor Company</b> (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.</p>\n<p>An even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (<b>Bitcoin</b>) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>JD.com: Implied upside of 101%</h2>\n<p>Wall Street is also expecting big things from China's second-largest online retailer, <b>JD.com</b> (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.</p>\n<p>Wall Street's fascination with JD has to do with its similarities to <b>Amazon.com</b>&nbsp;and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.</p>\n<p>Equally exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, <b>Cloudflare</b>&nbsp;announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.</p>\n<p>However, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of <b>Alibaba</b>&nbsp;and <b>Pinduoduo</b>. Even <b>Tencent Holdings</b>, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.</p>\n<p>Yet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fsiblings-watch-tv-family-entertainment-show-network-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Netflix: Implied upside of 124%</h2>\n<p>The last megacap stock that Wall Street believes has the potential to double is streaming content provider <b>Netflix</b> (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.</p>\n<p>Similar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.</p>\n<p>Netflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.</p>\n<p>But there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, <b>Walt Disney</b>'s streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.</p>\n<p>Furthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.</p>\n<p>A final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can These Megacap Stocks Double? Wall Street Thinks So</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan These Megacap Stocks Double? Wall Street Thinks So\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","NFLX":"奈飞","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154360923","content_text":"As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).\nHistorically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.\nOf the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.\nImage source: Getty Images.\nTesla Motors: Implied upside of 129%\nPerhaps unsurprisingly, auto stock Tesla Motors (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.\nThe obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.\nAnother reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.\nBut Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. General Motors (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.  Meanwhile, Ford Motor Company (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.\nAn even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (Bitcoin) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.\nImage source: Getty Images.\nJD.com: Implied upside of 101%\nWall Street is also expecting big things from China's second-largest online retailer, JD.com (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, one analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.\nWall Street's fascination with JD has to do with its similarities to Amazon.com and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.\nEqually exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, Cloudflare announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.\nHowever, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of Alibaba and Pinduoduo. Even Tencent Holdings, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.\nYet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.\nImage source: Getty Images.\nNetflix: Implied upside of 124%\nThe last megacap stock that Wall Street believes has the potential to double is streaming content provider Netflix (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.\nSimilar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.\nNetflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.\nBut there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, Walt Disney's streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.\nFurthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.\nA final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801918666,"gmtCreate":1627479262255,"gmtModify":1703490739799,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801918666","repostId":"1153282663","repostType":4,"repost":{"id":"1153282663","kind":"news","pubTimestamp":1627478554,"share":"https://ttm.financial/m/news/1153282663?lang=&edition=fundamental","pubTime":"2021-07-28 21:22","market":"us","language":"en","title":"2 Reddit-Favorite Stocks That Are More Than A Meme","url":"https://stock-news.laohu8.com/highlight/detail?id=1153282663","media":"TheStreet","summary":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both compa","content":"<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.</p>\n<p>Meme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.</p>\n<p>Today, Wall Street Memes talks about SoFI&nbsp;and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.</p>\n<p><b>$SOFI - SoFi: a profitable fintech</b></p>\n<p>Fintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.</p>\n<ul>\n <li><b>Solid results and still growing</b></li>\n</ul>\n<p>SoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.</p>\n<p>The company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc16c8213992ed5a1991602e22cfe81\" tg-width=\"918\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Figure 1: SOFI adjusted EBITDA.</span></p>\n<ul>\n <li><b>What Wall Street has been saying</b></li>\n</ul>\n<p>According to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.</p>\n<p>As mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.</p>\n<p>Even more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according&nbsp;to the analyst, are summarized as \"well positioned to capture a significant amount of value”.</p>\n<p>The most recent take on SOFI stock came from Jim Cramer.According&nbsp;to him, shares are only one dollar away from his own target price.</p>\n<blockquote>\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n</blockquote>\n<p><b>$WISH - ContextLogic: promising e-commerce</b></p>\n<p>ContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.</p>\n<ul>\n <li><b>Recent financial performance</b></li>\n</ul>\n<p>In the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.</p>\n<p>As far as the retail space is concerned,a research report suggests&nbsp;that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9812b44f162e5ea65a862b07e9152aef\" tg-width=\"870\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Figure 2: WISH FY21 Q1 Revenue and net loss.</span></p>\n<ul>\n <li><b>What Wall Street has been saying</b></li>\n</ul>\n<p>According to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.</p>\n<p>Evercore ISI recently&nbsp;downgraded&nbsp;its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.</p>\n<p>The latest take came from Bank Of America, and it was another downgrade to neutral. The analyst&nbsp;noted&nbsp;that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.</p>\n<p>As a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according&nbsp;to Yahoo Finance – arguably making it more of a target of meme mania.</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>2 Reddit-Favorite Stocks That Are More Than A Meme</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 Reddit-Favorite Stocks That Are More Than A Meme\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153282663","content_text":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.\nToday, Wall Street Memes talks about SoFI and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.\n$SOFI - SoFi: a profitable fintech\nFintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.\n\nSolid results and still growing\n\nSoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.\nThe company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.\nFigure 1: SOFI adjusted EBITDA.\n\nWhat Wall Street has been saying\n\nAccording to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.\nAs mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.\nEven more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according to the analyst, are summarized as \"well positioned to capture a significant amount of value”.\nThe most recent take on SOFI stock came from Jim Cramer.According to him, shares are only one dollar away from his own target price.\n\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n\n$WISH - ContextLogic: promising e-commerce\nContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.\n\nRecent financial performance\n\nIn the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.\nAs far as the retail space is concerned,a research report suggests that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.\nFigure 2: WISH FY21 Q1 Revenue and net loss.\n\nWhat Wall Street has been saying\n\nAccording to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.\nEvercore ISI recently downgraded its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.\nThe latest take came from Bank Of America, and it was another downgrade to neutral. The analyst noted that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.\nAs a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according to Yahoo Finance – arguably making it more of a target of meme mania.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163015501,"gmtCreate":1623853362803,"gmtModify":1703821504576,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163015501","repostId":"1126045119","repostType":2,"repost":{"id":"1126045119","kind":"news","pubTimestamp":1623750156,"share":"https://ttm.financial/m/news/1126045119?lang=&edition=fundamental","pubTime":"2021-06-15 17:42","market":"us","language":"en","title":"Oracle: The Turning Point Of The Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1126045119","media":"seekingalpha","summary":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announ","content":"<p><b>Summary</b></p>\n<ul>\n <li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>\n <li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>\n <li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>\n</ul>\n<p>It has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.</p>\n<p>Since my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).</p>\n<p><img src=\"https://static.tigerbbs.com/4a08709416117a896350dc343577c561\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Oracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.</p>\n<p><img src=\"https://static.tigerbbs.com/825d382b994b74c084f876e3f3c26bee\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>* data as of 1st of June 2021</i></p>\n<p><i>Source: Prepared by the author, using data from Seeking Alpha</i></p>\n<p>In the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/56473718354fdf7fa5affc87feb02b5e\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p>For the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.</p>\n<p><b>All aboutEnterprise Resource Planning Software (ERP)</b></p>\n<p>The cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).</p>\n<p><img src=\"https://static.tigerbbs.com/400db58385dd44eb40a3e120e7ea3cbd\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:netsuite.comandifs.com</i></p>\n<p>Although the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.</p>\n<p><img src=\"https://static.tigerbbs.com/e84f099064f653dea0294736c7d731f9\" tg-width=\"800\" tg-height=\"870\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:oracle.com</i></p>\n<p>Being the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.</p>\n<p><img src=\"https://static.tigerbbs.com/5903b921ea535c17457e78574b028738\" tg-width=\"635\" tg-height=\"452\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Secondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.</p>\n<p><img src=\"https://static.tigerbbs.com/9933f07166a78784598ebc3d1c3f3d36\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from Seeking Alpha</i></p>\n<p>Having a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:</p>\n<blockquote>\n <i>I'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a3340d3fff60b0093daa79d1a8330bb7\" tg-width=\"640\" tg-height=\"118\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:diginomica.com</p>\n<p>According to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.</p>\n<blockquote>\n <i>We are - reading the Gartner report,</i>\n <i><b>we are so dominant</b></i>\n <i>. Our product is</i>\n <i><b>so much better</b></i>\n <i>than anyone else's product in the cloud.</i>\n <i><b>We expect to get a significant number more than half of SAP's customers</b></i>\n <i>we'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>A month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.</p>\n<blockquote>\n <i><b>In the first quarter alone, we saw more than 250 wins replacing competitive solutions</b></i>\n <i>, underlining our relentless focus on customer value.</i>(...)\n <i>Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript</i>\n</blockquote>\n<p>Who's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/034dfdf4c80697ec0fcccb1cb50c3dc9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p><b>Cloud Infrastructure - supply constrained</b></p>\n<p>A common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.</p>\n<p><img src=\"https://static.tigerbbs.com/04441c38023b7d48801566262caf6fda\" tg-width=\"800\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:aws.amazon.com</i></p>\n<p>The reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.</p>\n<blockquote>\n <i>Now add to that,</i>\n <i><b>OCI, which is new for us</b></i>\n <i>, we've</i>\n <i><b>never been a platform company</b></i>\n <i>. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.</i>\n <i><b>We were portable and ran on lots of different platforms. Now we have our own platform for the first time.</b></i>\n <i>Lawrence Ellison - Co-Founder, Chairman &amp; CTOSource: Oracle Q2 2021 Earnings Transcript</i>\n</blockquote>\n<p>That is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.</p>\n<blockquote>\n <i>The Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f0a0016b57345a627686d804dac183b5\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: oracle.com</i></p>\n<p>That is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.</p>\n<blockquote>\n <i>As I mentioned last quarter,</i>\n <i><b>we experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically</b></i>\n <i>. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,</i>\n <i><b>we're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022</b></i>\n <i>. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>Offering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.</p>\n<p><b>Conclusion</b></p>\n<p>Oracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&amp;A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle: The Turning Point Of The Business</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\">\nOracle: The Turning Point Of The Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1126045119","content_text":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.\nThe supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.\n\nIt has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.\nSince my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).\nData byYCharts\nOracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.\n\n* data as of 1st of June 2021\nSource: Prepared by the author, using data from Seeking Alpha\nIn the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.\n\nSource: prepared by the author, using data from annual and quarterly reports\nFor the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.\nAll aboutEnterprise Resource Planning Software (ERP)\nThe cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).\n\nSource:netsuite.comandifs.com\nAlthough the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.\n\nSource:oracle.com\nBeing the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.\nData byYCharts\nSecondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.\n\nSource: prepared by the author, using data from Seeking Alpha\nHaving a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:\n\nI'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\n\nSource:diginomica.com\nAccording to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.\n\nWe are - reading the Gartner report,\nwe are so dominant\n. Our product is\nso much better\nthan anyone else's product in the cloud.\nWe expect to get a significant number more than half of SAP's customers\nwe'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nA month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.\n\nIn the first quarter alone, we saw more than 250 wins replacing competitive solutions\n, underlining our relentless focus on customer value.(...)\n Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript\n\nWho's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.\n\nSource: prepared by the author, using data from annual and quarterly reports\nCloud Infrastructure - supply constrained\nA common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.\n\nSource:aws.amazon.com\nThe reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.\n\nNow add to that,\nOCI, which is new for us\n, we've\nnever been a platform company\n. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.\nWe were portable and ran on lots of different platforms. Now we have our own platform for the first time.\nLawrence Ellison - Co-Founder, Chairman & CTOSource: Oracle Q2 2021 Earnings Transcript\n\nThat is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.\n\nThe Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.\n\n\nSource: oracle.com\nThat is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.\n\nAs I mentioned last quarter,\nwe experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically\n. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,\nwe're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022\n. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nOffering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.\nConclusion\nOracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163034556,"gmtCreate":1623853101675,"gmtModify":1703821496104,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163034556","repostId":"2143799148","repostType":4,"repost":{"id":"2143799148","kind":"news","pubTimestamp":1623845700,"share":"https://ttm.financial/m/news/2143799148?lang=&edition=fundamental","pubTime":"2021-06-16 20:15","market":"us","language":"en","title":"New UiPath Report Finds Growing Diversity and Near 100% Job Satisfaction Among RPA Professionals","url":"https://stock-news.laohu8.com/highlight/detail?id=2143799148","media":"Business Wire","summary":"Automation industry gaining momentum as 82% of students who have taken RPA courses are considering e","content":"<p><i>Automation industry gaining momentum as 82% of students who have taken RPA courses are considering entering the field full-time, according to the State of the RPA Developer Report 2021</i></p>\n<p><b>NEW YORK, Jun 16, 2021</b>--(BUSINESS WIRE)--Today at <a href=\"https://laohu8.com/S/PATH\">UiPath</a> DevCon,<b> </b>leading enterprise automation software company UiPath, Inc. (NYSE: PATH) unveiled its State of the RPA Developer Report 2021 which highlights the rapid growth of robotic process automation (RPA) careers and reveals how RPA developers feel about their future and the impact of automation on society.</p>\n<p>The survey found 97% of RPA professionals are satisfied in their careers. Of these, 63% report they are \"very satisfied,\" which is up from 51% last year—signaling that RPA developers are engaged in their work despite business disruptions over the past year. Eighty-seven percent also believe RPA will have a positive impact on society.</p>\n<p>The State of the RPA Developer Report 2021 surveyed more than 1,000 RPA developers from around the world in April 2021. Other key findings include:</p>\n<ul>\n <li><b>RPA is a fast-growing and desirable field that is relatively easy to transition into. </b>The survey found that 92% of RPA professionals think the RPA industry has a high potential for growth over the next five years. Industry hiring remains hot as 77% expect their organization to hire more RPA developers in the next 12 months, up from 70% last year. While 35% of respondents said RPA is their first professional role, RPA is not only attracting new talent to the workforce. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>-thirds of RPA developers enter from other software development roles, and 21% were formerly business analysts. Half of RPA developers said it was easy to transition into their roles.</li>\n <li><b>RPA is a diverse software development field. </b>86% of RPA professionals think RPA is more diverse or at least as diverse compared to other software development fields. There are signs of improved gender and age diversity: 20% of the RPA professionals who responded are women and half of respondents are over age 30. Promisingly, in a selection of students surveyed for the first time this year, 82% are considering a job in RPA after they graduate, citing interest in the technology and their belief that it is meaningful work.</li>\n <li><b>While developers want to stay in the field, many are looking for new jobs or are open to new opportunities. </b>Eighty percent of RPA professionals are looking for new jobs or report being open to new opportunities, though most of these job seekers (75%) want to stay in the field. The top reasons they are looking to make a change include the desire to advance their career (78%), increase their salary (78%), and learn new skills (76%).</li>\n <li><b>Like many others, RPA professionals shifted how they worked this year. </b>Eighty-five percent of respondents started working from home, and most are still doing so (as of April 2021). While 90% of RPA developers want to continue working from home at least some of the time, those who are new to remote work have faced challenges, including difficulty unplugging (47%) and collaboration (46%).</li>\n</ul>\n<p>\"Automation is awakening tremendous potential for businesses to better serve customers and to become more agile and resilient, which is expanding an entire job category to people from all backgrounds and skill levels,\" said Tom Clancy, Senior Vice President, UiPath Learning. \"It’s exciting to see both more diversity and fulfilling careers in automation blossoming. We are committed to empowering all who want to acquire RPA skills to succeed in the workplace of the future through free educational resources, training programs, and community events like UiPath DevCon.\"</p>\n<p>To learn more about the survey findings and trends, register here to join the UiPath DevCon virtual session on \"The State of the RPA Developer 2021\" on June 16 from 1–1:30 pm ET. The report is also available to download here. Join the UiPath Community to sign up for free RPA courses, view our new job board, and network with peers.</p>\n<p><b>About UiPath</b></p>\n<p>UiPath has a vision to deliver the Fully Automated Enterprise™, <a href=\"https://laohu8.com/S/AONE\">one</a> where companies use automation to unlock their greatest potential. UiPath offers an end-to-end platform for automation, combining the leading Robotic Process Automation (RPA) solution with a full suite of capabilities that enable every organization to rapidly scale digital business operations.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New UiPath Report Finds Growing Diversity and Near 100% Job Satisfaction Among RPA Professionals</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\">\nNew UiPath Report Finds Growing Diversity and Near 100% Job Satisfaction Among RPA Professionals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/uipath-report-finds-growing-diversity-120000523.html><strong>Business Wire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Automation industry gaining momentum as 82% of students who have taken RPA courses are considering entering the field full-time, according to the State of the RPA Developer Report 2021\nNEW YORK, Jun ...</p>\n\n<a href=\"https://finance.yahoo.com/news/uipath-report-finds-growing-diversity-120000523.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath","NGD":"New Gold"},"source_url":"https://finance.yahoo.com/news/uipath-report-finds-growing-diversity-120000523.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2143799148","content_text":"Automation industry gaining momentum as 82% of students who have taken RPA courses are considering entering the field full-time, according to the State of the RPA Developer Report 2021\nNEW YORK, Jun 16, 2021--(BUSINESS WIRE)--Today at UiPath DevCon, leading enterprise automation software company UiPath, Inc. (NYSE: PATH) unveiled its State of the RPA Developer Report 2021 which highlights the rapid growth of robotic process automation (RPA) careers and reveals how RPA developers feel about their future and the impact of automation on society.\nThe survey found 97% of RPA professionals are satisfied in their careers. Of these, 63% report they are \"very satisfied,\" which is up from 51% last year—signaling that RPA developers are engaged in their work despite business disruptions over the past year. Eighty-seven percent also believe RPA will have a positive impact on society.\nThe State of the RPA Developer Report 2021 surveyed more than 1,000 RPA developers from around the world in April 2021. Other key findings include:\n\nRPA is a fast-growing and desirable field that is relatively easy to transition into. The survey found that 92% of RPA professionals think the RPA industry has a high potential for growth over the next five years. Industry hiring remains hot as 77% expect their organization to hire more RPA developers in the next 12 months, up from 70% last year. While 35% of respondents said RPA is their first professional role, RPA is not only attracting new talent to the workforce. Two-thirds of RPA developers enter from other software development roles, and 21% were formerly business analysts. Half of RPA developers said it was easy to transition into their roles.\nRPA is a diverse software development field. 86% of RPA professionals think RPA is more diverse or at least as diverse compared to other software development fields. There are signs of improved gender and age diversity: 20% of the RPA professionals who responded are women and half of respondents are over age 30. Promisingly, in a selection of students surveyed for the first time this year, 82% are considering a job in RPA after they graduate, citing interest in the technology and their belief that it is meaningful work.\nWhile developers want to stay in the field, many are looking for new jobs or are open to new opportunities. Eighty percent of RPA professionals are looking for new jobs or report being open to new opportunities, though most of these job seekers (75%) want to stay in the field. The top reasons they are looking to make a change include the desire to advance their career (78%), increase their salary (78%), and learn new skills (76%).\nLike many others, RPA professionals shifted how they worked this year. Eighty-five percent of respondents started working from home, and most are still doing so (as of April 2021). While 90% of RPA developers want to continue working from home at least some of the time, those who are new to remote work have faced challenges, including difficulty unplugging (47%) and collaboration (46%).\n\n\"Automation is awakening tremendous potential for businesses to better serve customers and to become more agile and resilient, which is expanding an entire job category to people from all backgrounds and skill levels,\" said Tom Clancy, Senior Vice President, UiPath Learning. \"It’s exciting to see both more diversity and fulfilling careers in automation blossoming. We are committed to empowering all who want to acquire RPA skills to succeed in the workplace of the future through free educational resources, training programs, and community events like UiPath DevCon.\"\nTo learn more about the survey findings and trends, register here to join the UiPath DevCon virtual session on \"The State of the RPA Developer 2021\" on June 16 from 1–1:30 pm ET. The report is also available to download here. Join the UiPath Community to sign up for free RPA courses, view our new job board, and network with peers.\nAbout UiPath\nUiPath has a vision to deliver the Fully Automated Enterprise™, one where companies use automation to unlock their greatest potential. UiPath offers an end-to-end platform for automation, combining the leading Robotic Process Automation (RPA) solution with a full suite of capabilities that enable every organization to rapidly scale digital business operations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":801918666,"gmtCreate":1627479262255,"gmtModify":1703490739799,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801918666","repostId":"1153282663","repostType":4,"repost":{"id":"1153282663","kind":"news","pubTimestamp":1627478554,"share":"https://ttm.financial/m/news/1153282663?lang=&edition=fundamental","pubTime":"2021-07-28 21:22","market":"us","language":"en","title":"2 Reddit-Favorite Stocks That Are More Than A Meme","url":"https://stock-news.laohu8.com/highlight/detail?id=1153282663","media":"TheStreet","summary":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both compa","content":"<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.</p>\n<p>Meme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.</p>\n<p>Today, Wall Street Memes talks about SoFI&nbsp;and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.</p>\n<p><b>$SOFI - SoFi: a profitable fintech</b></p>\n<p>Fintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.</p>\n<ul>\n <li><b>Solid results and still growing</b></li>\n</ul>\n<p>SoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.</p>\n<p>The company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc16c8213992ed5a1991602e22cfe81\" tg-width=\"918\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Figure 1: SOFI adjusted EBITDA.</span></p>\n<ul>\n <li><b>What Wall Street has been saying</b></li>\n</ul>\n<p>According to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.</p>\n<p>As mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.</p>\n<p>Even more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according&nbsp;to the analyst, are summarized as \"well positioned to capture a significant amount of value”.</p>\n<p>The most recent take on SOFI stock came from Jim Cramer.According&nbsp;to him, shares are only one dollar away from his own target price.</p>\n<blockquote>\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n</blockquote>\n<p><b>$WISH - ContextLogic: promising e-commerce</b></p>\n<p>ContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.</p>\n<ul>\n <li><b>Recent financial performance</b></li>\n</ul>\n<p>In the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.</p>\n<p>As far as the retail space is concerned,a research report suggests&nbsp;that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9812b44f162e5ea65a862b07e9152aef\" tg-width=\"870\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Figure 2: WISH FY21 Q1 Revenue and net loss.</span></p>\n<ul>\n <li><b>What Wall Street has been saying</b></li>\n</ul>\n<p>According to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.</p>\n<p>Evercore ISI recently&nbsp;downgraded&nbsp;its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.</p>\n<p>The latest take came from Bank Of America, and it was another downgrade to neutral. The analyst&nbsp;noted&nbsp;that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.</p>\n<p>As a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according&nbsp;to Yahoo Finance – arguably making it more of a target of meme mania.</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>2 Reddit-Favorite Stocks That Are More Than A Meme</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 Reddit-Favorite Stocks That Are More Than A Meme\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153282663","content_text":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.\nToday, Wall Street Memes talks about SoFI and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.\n$SOFI - SoFi: a profitable fintech\nFintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.\n\nSolid results and still growing\n\nSoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.\nThe company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.\nFigure 1: SOFI adjusted EBITDA.\n\nWhat Wall Street has been saying\n\nAccording to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.\nAs mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.\nEven more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according to the analyst, are summarized as \"well positioned to capture a significant amount of value”.\nThe most recent take on SOFI stock came from Jim Cramer.According to him, shares are only one dollar away from his own target price.\n\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n\n$WISH - ContextLogic: promising e-commerce\nContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.\n\nRecent financial performance\n\nIn the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.\nAs far as the retail space is concerned,a research report suggests that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.\nFigure 2: WISH FY21 Q1 Revenue and net loss.\n\nWhat Wall Street has been saying\n\nAccording to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.\nEvercore ISI recently downgraded its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.\nThe latest take came from Bank Of America, and it was another downgrade to neutral. The analyst noted that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.\nAs a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according to Yahoo Finance – arguably making it more of a target of meme mania.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801914913,"gmtCreate":1627479371232,"gmtModify":1703490745004,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801914913","repostId":"2154360923","repostType":4,"repost":{"id":"2154360923","kind":"highlight","pubTimestamp":1627476883,"share":"https://ttm.financial/m/news/2154360923?lang=&edition=fundamental","pubTime":"2021-07-28 20:54","market":"us","language":"en","title":"Can These Megacap Stocks Double? Wall Street Thinks So","url":"https://stock-news.laohu8.com/highlight/detail?id=2154360923","media":"Motley Fool","summary":"The loftiest analyst price targets have these three well-known stocks rising by 101% to 129%.","content":"<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).</p>\n<p>Historically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.</p>\n<p>Of the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fdividend-cash-on-financial-newspaper-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Tesla Motors: Implied upside of 129%</h2>\n<p>Perhaps unsurprisingly, auto stock <b>Tesla Motors</b> (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.</p>\n<p>The obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.</p>\n<p>Another reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.</p>\n<p>But Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. <b>General Motors</b> (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.&nbsp; Meanwhile, <b>Ford Motor Company</b> (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.</p>\n<p>An even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (<b>Bitcoin</b>) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>JD.com: Implied upside of 101%</h2>\n<p>Wall Street is also expecting big things from China's second-largest online retailer, <b>JD.com</b> (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.</p>\n<p>Wall Street's fascination with JD has to do with its similarities to <b>Amazon.com</b>&nbsp;and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.</p>\n<p>Equally exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, <b>Cloudflare</b>&nbsp;announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.</p>\n<p>However, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of <b>Alibaba</b>&nbsp;and <b>Pinduoduo</b>. Even <b>Tencent Holdings</b>, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.</p>\n<p>Yet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635058%2Fsiblings-watch-tv-family-entertainment-show-network-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Netflix: Implied upside of 124%</h2>\n<p>The last megacap stock that Wall Street believes has the potential to double is streaming content provider <b>Netflix</b> (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.</p>\n<p>Similar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.</p>\n<p>Netflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.</p>\n<p>But there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, <b>Walt Disney</b>'s streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.</p>\n<p>Furthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.</p>\n<p>A final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can These Megacap Stocks Double? Wall Street Thinks So</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan These Megacap Stocks Double? Wall Street Thinks So\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","NFLX":"奈飞","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/07/28/can-megacap-stocks-double-wall-street-thinks-so/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154360923","content_text":"As of this past weekend, there were fewer than 120 companies whose valuation topped $100 billion. Call me old-school, but I've always considered a market cap in excess of $100 billion to be a megacap stock (today, some folks believe in a megacap cutoff of $200 billion).\nHistorically, companies that surpass a $100 billion market cap are slow-growing, but they're often profitable, time-tested, and offer modest long-term appreciation. However, the latter may not be the case for a trio of megacap stocks.\nOf the nearly 120 companies with at least a $100 billion market cap, only three have a high-water Wall Street price target that implies a doubling in their respective share prices. Can these megacap stocks actually double? Let's take a closer look.\nImage source: Getty Images.\nTesla Motors: Implied upside of 129%\nPerhaps unsurprisingly, auto stock Tesla Motors (NASDAQ:TSLA) offers the highest implied upside, based on the beefiest Wall Street price target -- $1,471 a share -- as of this past weekend. If this price target came to fruition, we'd be talking about a 129% increase in Tesla's stock. It's also worth mentioning that ARK invest CEO and Chief Investment Officer Cathie Wood believes Tesla can hit $3,000 a share by mid-decade.\nThe obvious reason for bullishness has to do with the epic multi-decade vehicle replacement cycle that'll see people and businesses switching to electric vehicles (EV) and other forms of alternative energy-powered transportation. Tesla had a first-mover advantage in the U.S., and it's building a name for itself in China, which is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China estimates that half of all new vehicles sold in China will be powered by alternative energy.\nAnother reason some Wall Street analysts have rallied around Tesla is the company's clear-cut competitive advantages. For example, Tesla's batteries have higher capacity, more power, and better range than the batteries being developed by its peers. The introduction of the Model 3 also brought the price of entry-level EV ownership down considerably.\nBut Tesla is also a highly polarizing stock, with a low price target from Wall Street of just $67. That's because there's a mountain of competition brewing in the EV space domestically and abroad. General Motors (NYSE:GM) plans to spend $35 billion on EVs and autonomous innovation through mid-decade.  Meanwhile, Ford Motor Company (NYSE:F) is planning to spend $30 billion through 2025 on EVs. GM and Ford will each be launching 30 new electric vehicles globally within five years.\nAn even bigger concern might just be Tesla's inability to generate a profit from selling EVs. Although it's been reporting adjusted quarterly profits for more than a year, Tesla's \"profitability\" has hinged on it selling renewable energy credits to other automakers or selling its digital assets (Bitcoin) for a profit. It's hard to envision Tesla being worth $1.4 trillion without even demonstrating to Wall Street that it can generate a recurring profit from selling EVs.\nImage source: Getty Images.\nJD.com: Implied upside of 101%\nWall Street is also expecting big things from China's second-largest online retailer, JD.com (NASDAQ:JD). Though the consensus of all analysts is that JD offers a hearty 43% upside, one analyst foresees the company making a currency-converted run at close to $105 a share. This implies potential gains of 101% for the e-commerce giant.\nWall Street's fascination with JD has to do with its similarities to Amazon.com and its (pardon the pun) prime location (i.e., at the heart of China's rapidly growing economy). Though the company does, in certain instances, act as a third-party marketplace, it's primarily a direct retailer of goods to online shoppers and maintains its own inventory. Having greater control over product quality and logistics is what's helped Amazon to generate insane amounts of cash flow, and it should do the same for JD. As of the end of March, JD's annual active customer count was a stone's throw from 500 million, up 29% from the prior-year period.\nEqually exciting is the rapid growth JD is experiencing from its service operations, which encompasses things like healthcare services, cloud services, and advertising. In late April, Cloudflare announced that it would partner with JD to expand its network in China. For JD, Cloudflare's use of its cloud infrastructure will create another channel of fast-growing sales. In Q1, this service segment grew sales by a blistering 73% from the prior-year quarter.\nHowever, JD is far from being the only fish in the pond in the world's second-largest economy. Though being a direct retailer comes with its advantages, it's nevertheless under constant pressure from the likes of Alibaba and Pinduoduo. Even Tencent Holdings, which has been a longtime shareholder of JD, is a potential threat with its slow but steady push into mobile e-commerce.\nYet, even with increasing competition and regulatory uncertainty in China, JD offers a very realistic shot at eventually hitting Wall Street's upper echelon price target. Take note, I'm not saying JD gets there within 12 months, as is the common timeframe for Wall Street price targets. But within the next few years, $105 is a very realistic target given its 20%-plus sustainable growth rate and cloud services push.\nImage source: Getty Images.\nNetflix: Implied upside of 124%\nThe last megacap stock that Wall Street believes has the potential to double is streaming content provider Netflix (NASDAQ:NFLX). The most aggressive price target on Wall Street foresees Netflix galloping to $1,154 a share, or 124% higher than where the company settled this past week.\nSimilar to Tesla, Wall Street's fascination with Netflix has a lot to do with the company's first-mover advantage. Folks were scratching their heads when CEO Reed Hastings decided to shift away from a highly profitable DVD-delivery business and focus his company's attention on streaming. With hindsight being 20/20, we know this was a genius move. Netflix ended June with almost 209.2 million global streaming subscribers.\nNetflix also has a long history of turning heads thanks to its original programming. It's released dozens of original shows and movies, many of which have turned casual subscribers into users who become hooked on the service.\nBut there are also a number of good reasons to believe that $1,154 isn't achievable. For instance, competition in the streaming space has been steadily picking up, with Netflix losing some of its share in the United States. In particular, Walt Disney's streaming service Disney+ took just 16 months to go from launch to more than 100 million subscribers. The timing of the pandemic certainly helped Disney+, however its ascension can't be ignored.\nFurthermore, there's uncertainty about subscriber growth in a post-pandemic world. Make no mistake about it, we're still in a global pandemic. But with vaccination rates climbing, it's a fair assumption that people are going to be spending more time outside their homes rather than in front of their televisions or laptops. This could certainly slow Netflix's subscriber growth.\nA final reason for skepticism in this high-water price target is Netflix's long history of net cash outflows. It's no secret that Netflix wants to expand internationally, and it's willing to spend big to gobble up international streaming share. But it's difficult to imagine Netflix being worth close to $500 billion without any consistent positive cash flow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831440408,"gmtCreate":1629343424504,"gmtModify":1676530009536,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8K7.SI\">$UG HEALTHCARE CORPORATION LTD(8K7.SI)$</a>Just averaged down, getting ready forearnings next week ?","listText":"<a href=\"https://laohu8.com/S/8K7.SI\">$UG HEALTHCARE CORPORATION LTD(8K7.SI)$</a>Just averaged down, getting ready forearnings next week ?","text":"$UG HEALTHCARE CORPORATION LTD(8K7.SI)$Just averaged down, getting ready forearnings next week ?","images":[{"img":"https://static.tigerbbs.com/ccc4c9c43cd6709c42bf34bafa9ab1d6","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831440408","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":885544385,"gmtCreate":1631805820047,"gmtModify":1676530641955,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"What a clown","listText":"What a clown","text":"What a clown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885544385","repostId":"2167591398","repostType":2,"repost":{"id":"2167591398","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":1631759340,"share":"https://ttm.financial/m/news/2167591398?lang=&edition=fundamental","pubTime":"2021-09-16 10:29","market":"us","language":"en","title":"SEC Chair Gensler defends Reddit, GameStop investors' right to 'smash' short sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2167591398","media":"Dow Jones","summary":"'Before we had television, people did it on the radio, now we have various social media platforms,' ","content":"<p>'Before we had television, people did it on the radio, now we have various social media platforms,' the regulator said</p>\n<p>Washington's top stock market cop is showing no appetite to crack down on the behavior of millions of retail investors who use forums on Reddit and other social media platforms to coordinate investment strategies, sometimes at the expense of established Wall Street short sellers.</p>\n<p>During a Wednesday interview, CNBC's Jim Cramer asked U.S. Securities and Exchange Commission chair, Gary Gensler, whether the SEC should step in to prevent a coordinated effort by Reddit investors to \"smash\" short sellers who bet against popular meme stocks like GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a></p>\n<p>\"If three hedge fund members work in concert to smash a short hedge fund, the 5 million Reddit people would say that's illegal, but perhaps it shouldn't be,\" Cramer said. \"If 5 million people decide to smash a hedge fund that's short, is that ok? What's within the bounds of what you can do to smash a short seller?\"</p>\n<p>GameStop became a popular investment on social media in part because retail investors saw the company as being unfairly attacked by short sellers who were driving down the price of a stock and risked making the company's failure a self-fulfilling prophecy.</p>\n<p>Gensler declined to comment specifically on the GameStop situation, but defended the right of individuals to speak freely about investment opportunities and to convince fellow investors to copy their trading strategies.</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>SEC Chair Gensler defends Reddit, GameStop investors' right to 'smash' short sellers</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 Chair Gensler defends Reddit, GameStop investors' right to 'smash' short sellers\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\">2021-09-16 10:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>'Before we had television, people did it on the radio, now we have various social media platforms,' the regulator said</p>\n<p>Washington's top stock market cop is showing no appetite to crack down on the behavior of millions of retail investors who use forums on Reddit and other social media platforms to coordinate investment strategies, sometimes at the expense of established Wall Street short sellers.</p>\n<p>During a Wednesday interview, CNBC's Jim Cramer asked U.S. Securities and Exchange Commission chair, Gary Gensler, whether the SEC should step in to prevent a coordinated effort by Reddit investors to \"smash\" short sellers who bet against popular meme stocks like GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a></p>\n<p>\"If three hedge fund members work in concert to smash a short hedge fund, the 5 million Reddit people would say that's illegal, but perhaps it shouldn't be,\" Cramer said. \"If 5 million people decide to smash a hedge fund that's short, is that ok? What's within the bounds of what you can do to smash a short seller?\"</p>\n<p>GameStop became a popular investment on social media in part because retail investors saw the company as being unfairly attacked by short sellers who were driving down the price of a stock and risked making the company's failure a self-fulfilling prophecy.</p>\n<p>Gensler declined to comment specifically on the GameStop situation, but defended the right of individuals to speak freely about investment opportunities and to convince fellow investors to copy their trading strategies.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167591398","content_text":"'Before we had television, people did it on the radio, now we have various social media platforms,' the regulator said\nWashington's top stock market cop is showing no appetite to crack down on the behavior of millions of retail investors who use forums on Reddit and other social media platforms to coordinate investment strategies, sometimes at the expense of established Wall Street short sellers.\nDuring a Wednesday interview, CNBC's Jim Cramer asked U.S. Securities and Exchange Commission chair, Gary Gensler, whether the SEC should step in to prevent a coordinated effort by Reddit investors to \"smash\" short sellers who bet against popular meme stocks like GameStop Corp. $(GME)$ and AMC Entertainment Holdings Inc. $(AMC)$\n\"If three hedge fund members work in concert to smash a short hedge fund, the 5 million Reddit people would say that's illegal, but perhaps it shouldn't be,\" Cramer said. \"If 5 million people decide to smash a hedge fund that's short, is that ok? What's within the bounds of what you can do to smash a short seller?\"\nGameStop became a popular investment on social media in part because retail investors saw the company as being unfairly attacked by short sellers who were driving down the price of a stock and risked making the company's failure a self-fulfilling prophecy.\nGensler declined to comment specifically on the GameStop situation, but defended the right of individuals to speak freely about investment opportunities and to convince fellow investors to copy their trading strategies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163015501,"gmtCreate":1623853362803,"gmtModify":1703821504576,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163015501","repostId":"1126045119","repostType":2,"repost":{"id":"1126045119","kind":"news","pubTimestamp":1623750156,"share":"https://ttm.financial/m/news/1126045119?lang=&edition=fundamental","pubTime":"2021-06-15 17:42","market":"us","language":"en","title":"Oracle: The Turning Point Of The Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1126045119","media":"seekingalpha","summary":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announ","content":"<p><b>Summary</b></p>\n<ul>\n <li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>\n <li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>\n <li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>\n</ul>\n<p>It has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.</p>\n<p>Since my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).</p>\n<p><img src=\"https://static.tigerbbs.com/4a08709416117a896350dc343577c561\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Oracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.</p>\n<p><img src=\"https://static.tigerbbs.com/825d382b994b74c084f876e3f3c26bee\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>* data as of 1st of June 2021</i></p>\n<p><i>Source: Prepared by the author, using data from Seeking Alpha</i></p>\n<p>In the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/56473718354fdf7fa5affc87feb02b5e\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p>For the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.</p>\n<p><b>All aboutEnterprise Resource Planning Software (ERP)</b></p>\n<p>The cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).</p>\n<p><img src=\"https://static.tigerbbs.com/400db58385dd44eb40a3e120e7ea3cbd\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:netsuite.comandifs.com</i></p>\n<p>Although the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.</p>\n<p><img src=\"https://static.tigerbbs.com/e84f099064f653dea0294736c7d731f9\" tg-width=\"800\" tg-height=\"870\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:oracle.com</i></p>\n<p>Being the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.</p>\n<p><img src=\"https://static.tigerbbs.com/5903b921ea535c17457e78574b028738\" tg-width=\"635\" tg-height=\"452\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Secondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.</p>\n<p><img src=\"https://static.tigerbbs.com/9933f07166a78784598ebc3d1c3f3d36\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from Seeking Alpha</i></p>\n<p>Having a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:</p>\n<blockquote>\n <i>I'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a3340d3fff60b0093daa79d1a8330bb7\" tg-width=\"640\" tg-height=\"118\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:diginomica.com</p>\n<p>According to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.</p>\n<blockquote>\n <i>We are - reading the Gartner report,</i>\n <i><b>we are so dominant</b></i>\n <i>. Our product is</i>\n <i><b>so much better</b></i>\n <i>than anyone else's product in the cloud.</i>\n <i><b>We expect to get a significant number more than half of SAP's customers</b></i>\n <i>we'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>A month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.</p>\n<blockquote>\n <i><b>In the first quarter alone, we saw more than 250 wins replacing competitive solutions</b></i>\n <i>, underlining our relentless focus on customer value.</i>(...)\n <i>Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript</i>\n</blockquote>\n<p>Who's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/034dfdf4c80697ec0fcccb1cb50c3dc9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p><b>Cloud Infrastructure - supply constrained</b></p>\n<p>A common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.</p>\n<p><img src=\"https://static.tigerbbs.com/04441c38023b7d48801566262caf6fda\" tg-width=\"800\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:aws.amazon.com</i></p>\n<p>The reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.</p>\n<blockquote>\n <i>Now add to that,</i>\n <i><b>OCI, which is new for us</b></i>\n <i>, we've</i>\n <i><b>never been a platform company</b></i>\n <i>. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.</i>\n <i><b>We were portable and ran on lots of different platforms. Now we have our own platform for the first time.</b></i>\n <i>Lawrence Ellison - Co-Founder, Chairman &amp; CTOSource: Oracle Q2 2021 Earnings Transcript</i>\n</blockquote>\n<p>That is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.</p>\n<blockquote>\n <i>The Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f0a0016b57345a627686d804dac183b5\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: oracle.com</i></p>\n<p>That is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.</p>\n<blockquote>\n <i>As I mentioned last quarter,</i>\n <i><b>we experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically</b></i>\n <i>. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,</i>\n <i><b>we're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022</b></i>\n <i>. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>Offering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.</p>\n<p><b>Conclusion</b></p>\n<p>Oracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&amp;A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle: The Turning Point Of The Business</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\">\nOracle: The Turning Point Of The Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1126045119","content_text":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.\nThe supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.\n\nIt has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.\nSince my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).\nData byYCharts\nOracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.\n\n* data as of 1st of June 2021\nSource: Prepared by the author, using data from Seeking Alpha\nIn the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.\n\nSource: prepared by the author, using data from annual and quarterly reports\nFor the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.\nAll aboutEnterprise Resource Planning Software (ERP)\nThe cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).\n\nSource:netsuite.comandifs.com\nAlthough the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.\n\nSource:oracle.com\nBeing the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.\nData byYCharts\nSecondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.\n\nSource: prepared by the author, using data from Seeking Alpha\nHaving a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:\n\nI'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\n\nSource:diginomica.com\nAccording to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.\n\nWe are - reading the Gartner report,\nwe are so dominant\n. Our product is\nso much better\nthan anyone else's product in the cloud.\nWe expect to get a significant number more than half of SAP's customers\nwe'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nA month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.\n\nIn the first quarter alone, we saw more than 250 wins replacing competitive solutions\n, underlining our relentless focus on customer value.(...)\n Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript\n\nWho's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.\n\nSource: prepared by the author, using data from annual and quarterly reports\nCloud Infrastructure - supply constrained\nA common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.\n\nSource:aws.amazon.com\nThe reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.\n\nNow add to that,\nOCI, which is new for us\n, we've\nnever been a platform company\n. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.\nWe were portable and ran on lots of different platforms. Now we have our own platform for the first time.\nLawrence Ellison - Co-Founder, Chairman & CTOSource: Oracle Q2 2021 Earnings Transcript\n\nThat is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.\n\nThe Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.\n\n\nSource: oracle.com\nThat is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.\n\nAs I mentioned last quarter,\nwe experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically\n. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,\nwe're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022\n. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nOffering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.\nConclusion\nOracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163034556,"gmtCreate":1623853101675,"gmtModify":1703821496104,"author":{"id":"3560404906610848","authorId":"3560404906610848","name":"mojojojojo","avatar":"https://static.tigerbbs.com/a015c109d34a23108de191fa9603ca8a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560404906610848","authorIdStr":"3560404906610848"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163034556","repostId":"2143799148","repostType":4,"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}