balm personal page - To The Moon

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2023-02-04

$Affirm Holdings, Inc.(AFRM)$

2023-01-06

Only thing US Fed has done very well these 2 years: kill the stock market

2022-12-20

$Skillz Inc(SKLZ)$ close to a hopeless investment

2022-02-02

likely do even better with border reopening

@koolgal:$PARKWAYLIFE REIT(C2PU.SI)$is a great health care Reit to hold as it is one of the largest in Asia. Its share price has slipped below 5.00 and maybe a good time to add more if it slips further. 🤔

2021-09-23

$Peloton Interactive, Inc.(PTON)$buy the dip?

2021-09-23

$Peloton Interactive, Inc.(PTON)$opportunity?

2021-09-21

$Canaan Inc.(CAN)$low price to consider if btc price recovers

2021-09-19

$NASDAQ(.IXIC)$buy the index?

2021-09-17

$Canaan Inc.(CAN)$due for rebound?

2021-09-15

$Bumble Inc.(BMBL)$buy the dip?

2021-09-12

$Clover Health Corp(CLOV)$worth considrering?

2021-09-11

$Clover Health Corp(CLOV)$low price to buy?

2021-09-09

$Clover Health Corp(CLOV)$buy the dip?

2021-09-06

$Skillz Inc(SKLZ)$buy on dip?

2021-09-05

$Affirm Holdings, Inc.(AFRM)$buy the dip?

2021-09-04

$NASDAQ(.IXIC)$buy the index?

2021-09-03

$Coupang, Inc.(CPNG)$buy on dip?

2021-09-02

$Canaan Inc.(CAN)$consider

2021-08-31

Buy on dip?

2021-08-30

Buy the dip?

Go to Tiger App to see more news

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reopening","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091948786","repostId":"9004634243","repostType":1,"repost":{"id":9004634243,"gmtCreate":1642575449484,"gmtModify":1676533724448,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$PARKWAYLIFE REIT(C2PU.SI)$</a>is a great health care Reit to hold as it is one of the largest in Asia.&nbsp; Its share price has slipped below 5.00 and maybe a good time to add more if it slips further. 🤔","listText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$PARKWAYLIFE REIT(C2PU.SI)$</a>is a great health care Reit to hold as it is one of the largest in Asia.&nbsp; Its share 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href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>opportunity?","listText":"<a href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>opportunity?","text":"$Peloton Interactive, Inc.(PTON)$opportunity?","images":[{"img":"https://static.tigerbbs.com/d53a6fdd4dc296af67b43d58b7de535b","width":"1080","height":"1973"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863069264","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860721724,"gmtCreate":1632216817868,"gmtModify":1676530726870,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>low price to consider if btc price recovers","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>low price to consider if btc price recovers","text":"$Canaan Inc.(CAN)$low price to consider if btc price recovers","images":[{"img":"https://static.tigerbbs.com/e247d398499a74186b3c9b211e0226e4","width":"1080","height":"3069"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860721724","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887140705,"gmtCreate":1632011621107,"gmtModify":1676530685177,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>buy the index?","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>buy the index?","text":"$NASDAQ(.IXIC)$buy the index?","images":[{"img":"https://static.tigerbbs.com/6abce9b2ffc372dcc01315e62fdcff83","width":"1080","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887140705","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":884362628,"gmtCreate":1631858213464,"gmtModify":1676530654341,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>due for rebound?","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>due for rebound?","text":"$Canaan Inc.(CAN)$due for rebound?","images":[{"img":"https://static.tigerbbs.com/a61db75b03b39e8c08e0ad223de3b283","width":"1080","height":"3069"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884362628","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":882628961,"gmtCreate":1631687562953,"gmtModify":1676530609152,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BMBL\">$Bumble Inc.(BMBL)$</a>buy the dip?","listText":"<a href=\"https://laohu8.com/S/BMBL\">$Bumble Inc.(BMBL)$</a>buy the dip?","text":"$Bumble Inc.(BMBL)$buy the dip?","images":[{"img":"https://static.tigerbbs.com/ba4e10c13f4cbdb3fd79d9269d7564f1","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882628961","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888095789,"gmtCreate":1631412095541,"gmtModify":1676530542752,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>worth considrering?","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>worth considrering?","text":"$Clover Health Corp(CLOV)$worth considrering?","images":[{"img":"https://static.tigerbbs.com/a793212a85ba76b13da58d5d25fe54cb","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888095789","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881231618,"gmtCreate":1631340968234,"gmtModify":1676530532790,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>low price to buy?","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>low price to buy?","text":"$Clover Health Corp(CLOV)$low price to buy?","images":[{"img":"https://static.tigerbbs.com/a793212a85ba76b13da58d5d25fe54cb","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881231618","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883013142,"gmtCreate":1631188096686,"gmtModify":1676530490948,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>buy the dip?","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>buy the dip?","text":"$Clover Health Corp(CLOV)$buy the 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dip?","images":[{"img":"https://static.tigerbbs.com/90256bc886be1c72bf1888a98f4a2217","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817630089","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814853775,"gmtCreate":1630807719797,"gmtModify":1676530397695,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>buy the dip?","listText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>buy the dip?","text":"$Affirm Holdings, Inc.(AFRM)$buy the dip?","images":[{"img":"https://static.tigerbbs.com/5fd46d6ecfaba9757e9586be586a0492","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814853775","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814086673,"gmtCreate":1630728182892,"gmtModify":1676530386371,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>buy the index?","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>buy the index?","text":"$NASDAQ(.IXIC)$buy the index?","images":[{"img":"https://static.tigerbbs.com/b92431e0a4ab591f78ac0d30e9daa2e4","width":"1080","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814086673","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":815358257,"gmtCreate":1630648545879,"gmtModify":1676530365714,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>buy on dip?","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>buy on dip?","text":"$Coupang, Inc.(CPNG)$buy on dip?","images":[{"img":"https://static.tigerbbs.com/5beb909434019576aa6fe8ddd33f8cc8","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/815358257","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816778421,"gmtCreate":1630539205063,"gmtModify":1676530331682,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>consider","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>consider","text":"$Canaan Inc.(CAN)$consider","images":[{"img":"https://static.tigerbbs.com/6073a2f0b69b6d9d1978536e6816bc14","width":"1080","height":"3069"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816778421","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":818834040,"gmtCreate":1630394194280,"gmtModify":1676530289863,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Buy on dip?","listText":"Buy on dip?","text":"Buy on dip?","images":[{"img":"https://static.tigerbbs.com/6a9a6af36d1ffa8557d81e9ad9423841","width":"1080","height":"3069"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818834040","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811632813,"gmtCreate":1630315370232,"gmtModify":1676530266168,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Buy the dip?","listText":"Buy the dip?","text":"Buy the dip?","images":[{"img":"https://static.tigerbbs.com/bf1274ae6083132a96d13932527fd529","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811632813","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":809254915,"gmtCreate":1627374424537,"gmtModify":1703488650747,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Temporary downtrend, company fundamentals didnt change","listText":"Temporary downtrend, company fundamentals didnt change","text":"Temporary downtrend, company fundamentals didnt change","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/809254915","repostId":"1142907091","repostType":4,"repost":{"id":"1142907091","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627373467,"share":"https://ttm.financial/m/news/1142907091?lang=&edition=fundamental","pubTime":"2021-07-27 16:11","market":"us","language":"en","title":"Hot Chinese concept stocks resumed downward in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142907091","media":"Tiger Newspress","summary":"Hot Chinese concept stocks resumed downward in premarket trading.Bilibili and NetEase fell 7%,DiDi G","content":"<p>Hot Chinese concept stocks resumed downward&nbsp;in premarket trading.Bilibili&nbsp;and&nbsp;NetEase&nbsp;fell&nbsp;7%,DiDi Global,JD.com&nbsp;and&nbsp;Pinduoduo&nbsp;fell&nbsp;6%,Baidu&nbsp;fell&nbsp;5%,Xpeng Motors&nbsp;fell&nbsp;4%,Alibaba,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/6d3f423af5595483b1ce34aa42d60cc7\" tg-width=\"355\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></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>Hot Chinese concept stocks resumed downward in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese concept stocks resumed downward in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-27 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot Chinese concept stocks resumed downward&nbsp;in premarket trading.Bilibili&nbsp;and&nbsp;NetEase&nbsp;fell&nbsp;7%,DiDi Global,JD.com&nbsp;and&nbsp;Pinduoduo&nbsp;fell&nbsp;6%,Baidu&nbsp;fell&nbsp;5%,Xpeng Motors&nbsp;fell&nbsp;4%,Alibaba,Nio&nbsp;and Li Auto&nbsp;fell&nbsp;3%.</p>\n<p><img src=\"https://static.tigerbbs.com/6d3f423af5595483b1ce34aa42d60cc7\" tg-width=\"355\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","PDD":"拼多多","DIDI":"滴滴(已退市)","BABA":"阿里巴巴","JD":"京东","XPEV":"小鹏汽车","BIDU":"百度"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142907091","content_text":"Hot Chinese concept stocks resumed downward in premarket trading.Bilibili and NetEase fell 7%,DiDi Global,JD.com and Pinduoduo fell 6%,Baidu fell 5%,Xpeng Motors fell 4%,Alibaba,Nio and Li Auto fell 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172949918,"gmtCreate":1626930053234,"gmtModify":1703480809291,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Shows that there could be multiple paths to successful investing","listText":"Shows that there could be multiple paths to successful investing","text":"Shows that there could be multiple paths to successful investing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/172949918","repostId":"1132046331","repostType":2,"repost":{"id":"1132046331","kind":"news","pubTimestamp":1626925773,"share":"https://ttm.financial/m/news/1132046331?lang=&edition=fundamental","pubTime":"2021-07-22 11:49","market":"us","language":"en","title":"3 Celebrity Investors Who Broke Buffett’s Investing Tenets — And Scored","url":"https://stock-news.laohu8.com/highlight/detail?id=1132046331","media":"investorplace","summary":"Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth ","content":"<p>Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth didn’t come out of thin air. Rather, he earned it as one of the greatest investors of all time. As such, his widespread success and wisdom has influenced countless investors over the ages — myself included.</p>\n<p>But now it’s time to question the old ways. It’s time to look for other investing influencers to track …<i>it’s time to develop a new set of investing rules</i>.</p>\n<p>If you’re anything like me, Buffett’s rules of investing — his way of defining good businesses — still drives at least some part of your thinking. But the beauty of knowing the rules is understanding how and when to break them.I bet I’m not the only one who has broken, or at the very least<i>bent</i>, some of Buffett’s rules over the years.</p>\n<p>This rule-breaking has been particularly important in a post coronavirus world. After all, the novel coronavirus pandemic changed the way we all look at stocks. Whether we’re fast-money traders, meme-players, short-sellers or speculators, we’ve all likely experienced what it’s like to pick a winner.</p>\n<p>That quest for a little extra edge has many retail investors diversifying their investments. It also has them hand-picking stocks in emerging growth areas. Remember that20-slot punch card Buffettgave us? If you’ve dabbled in growth stocks over the last year, your portfolio probably looks like a paper punch ballot from the 2000 Bush-Gore Florida recount …<i>more than a few extra hanging chads</i>.</p>\n<p>More recently, retail investors have become much more diversified. So should we worship a new fund manager now?Here’s a place to start.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ab062cea0fd08ffae58971d246b6e4\" tg-width=\"639\" tg-height=\"257\" referrerpolicy=\"no-referrer\"><span>Source: InvestorPlace via Twitter</span></p>\n<p>The results of a recent<i>InvestorPlace</i>twitter poll suggest that the crowd favorite is growth investing messiah Cathie Wood.For those who are less familiar, Wood is theCEO and chief investment officer of ARKInvestment Management.</p>\n<p>Tied for second place are two equally compelling investment warriors. First, we’ve got the (not so mythical) mature unicorn lover Bill Ackman of&nbsp;<b>Pershing Square Tontine Holdings</b>(NYSE:<b><u>PSTH</u></b>). Ackman stands right next tothe “most feared man in corporate America,” celebrity activistJeff Smith of&nbsp;<b>StarboardValue Acquisition</b>(NASDAQ:<b><u>SVAC</u></b>).</p>\n<p>No doubt, these three investors have unique personalities. But they also promote three distinct investing styles, which have made an indelible impression on the way we think about a stock’s intrinsic value.</p>\n<p>From hypergrowth, to growth arbitrage, to “SPAC-tivists,” here’s a closer look at the investing psychology behind these investment styles, along with top stock picks. Ultimately, if we pepper a little bit of Cathie, Bill and Jeff into our own stock-picking, we might make some new rules of investing (and break them again later). Hell, putting it all together, we might even get one step closer to that coveted Buffett net worth.</p>\n<p><b>New Investment Styles: The Hypergrowth Investor</b></p>\n<p><b>StyleMessiah:</b>Cathie Wood&nbsp;<b>Investing MO:</b>Early stage growth stories in massive (and rapidly growing) addressable markets</p>\n<p>Aniconoclastic personalityand buzzy social media following earned Wood a Buffett-like fandom. But out-of-this-worldperformance makes Cathie the reigning investment queen. Wood’s flagship exchange-traded fund (ETF), the&nbsp;<b>ARK Innovation Fund</b>(NYSEARCA:<b><u>ARKK</u></b>),holds $22 billion in assets. It also&nbsp;delivered an otherworldly 147% return in 2020.</p>\n<p>Wood made “disruptiveinnovation” a household word. She also invested big (and early) in several massive technology themes — from artificial intelligence, big data, cloud computing, cybersecurity, blockchain, digital wallets to genomics.</p>\n<p>Many of the “Woodstocks” are aggressive, high-beta stocks which experienced meteoric gains last year. For example,<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>), a big holding in three of Wood’s funds, gained 510% in 2020. (Side note:reports of TSLA’s imminent demise are greatly exaggerated). Wood predicts the electric car company can double its revenue growth over the next 5 years and willsomeday be valued at over $1 trillion. Other ARK gems include&nbsp;<b>Square</b>(NYSE:<b><u>SQ</u></b>),<b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>),<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) and&nbsp;<b>Shopify</b>(NYSE:<b><u>SHOP</u></b>).</p>\n<p><b>Winner Takes Most</b></p>\n<p>Another salient trait: Wood invests in technology leaders in a “winner takes most” market. This gives her the confidence to largely ignore valuation and invest in companies whose profits are years if not decades away. That’s most definitely not something Buffett would do.</p>\n<p>While Cathie’s picks worked amazingly well in 2020, the market has been less kind to emerging growth stocksamid rising interest rates. ARK’s total assets aredown to $52 billion (from $60 billion) — largely reflecting a cooling amid a rotation into value names that will benefit from the economic recovery.ARKK and&nbsp;<b>ARK Next Generation Internet ETF</b>(NYSEARCA:<b><u>ARKW</u></b>) have underperformed the market,down 4% and 2%year to date, respectively (versus a14%gain for the&nbsp;<b>Nasdaq Composite</b>).</p>\n<p>Success has brought about some growing pains. Huge inflows led observers to question ARK’s sizable stakes in small- and mid-cap names and the liquidity of these positions in a downturn.In particular,Wood’s strategy of selling holdings in bigger, more liquid companies during drawdowns and buying less well-traded names fueled fears that ARK would become overexposed to its most speculative bets.Wood has pushed back on concerns about ticket sizes, arguing that the companies she invested in could grow quickly, solving the problem. (Side note: ARKno longer holds a stake bigger than 20% in any stock, down fromthree companiesin February).</p>\n<p><b>A Less-Crowded Easter Egg Hunt</b></p>\n<p>There’s another important bi-product of Cathie’s success: a fairly predictable herd-like chasing behavior.Investors closely follow ARK trades,provided dailya few hours after market close, to see Wood’s endorsements of stocks. That momentum has pushed stocks like data analytics company<b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) into meme-like territory.</p>\n<p>But when that herding behavior continues, that is,when a group of momentum investors chase the same stocks, it does two things. First, it candrive up the value of stocks without actually analyzing and understanding the underlying valuation of them.Second, it leaves other growth stories relatively undiscovered,like a less crowded Easter Egg hunt. That’s the reason these next two investors are on my radar.</p>\n<p><b>New Investment Styles</b>: The Growth Arbitrage Investor</p>\n<p><b>Style Messiah:</b>Bill Ackman&nbsp;<b>Investing MO:</b>Price dislocation in high-quality businesses with incremental cash flow potential</p>\n<p>Bringing“mature unicorn”&nbsp;back into the investing vernacular while spawninga thousand memes, Bill Ackman has re-defined growth arbitrage investing. Ackman’s SPAC,Pershing Square Tontine Holdingsseeks out investments in durable,proven businesses. These are the kind that Warren Buffett would say have amoataround them. But another facet of PSTH’s picks is that these companies don’t yet have stock prices that reflect their potential.</p>\n<p>Like Wood, Ackman looks for growth — but not at any price. This manager aims for businessestrading at highly discounted valuations — usually because investors have overreacted to negative macro or company-specific events.A key investment theme:finding names whose intrinsic value is driven by<i>cash generation</i>, not future growth projections.</p>\n<p><b>Double Dipping</b></p>\n<p>Just the mention of cash generation might make a lot of self-proclaimed growth investors wince. But for Ackman acolytes, or “Tontards” (as the&nbsp;<b>Reddit</b>&nbsp;crowd calls them), growth and fundamental analysis need not exist separately. In fact, Ackman has shown that buying thesehigh-quality, but mispriced stocks can unlock a<i>double</i>discount. A stock price often doesn’t reflect the intrinsic value of the business. Nor does it often reflect the intrinsic value of the business<i>if it were run better.</i></p>\n<p>Usually, once an Ackman holding makes a few modest tweaks, the business’ earnings and cash flow lever delivers strong upside — and price appreciation for the stock.Take for example, some of Ackman’s mispriced winners like the growth story at&nbsp;<b>Chipotle Mexican Grill</b>(NYSE:<b><u>CMG</u></b>), or successful turnarounds, such as<b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>). Oh, and don’t forget the turnarounds ofleisure travel play&nbsp;<b>Hilton</b>(NYSE:<b><u>HLT</u></b>) and tech giant<b>Agilent</b>(NYSE:<b><u>A</u></b>), either.</p>\n<p>In addition to value unlocking, Ackman’s growth arbitrage investing style has other key advantages. First, the portfolio is shielded from momentum-driven volatility caused by changing investor whims. Whereas a portion of Cathie’s portfolio consists of “fast-money” plays like special-purpose acquisition companies (SPACs) and electric vehicle companies, whose fortunes can change very quickly, Ackman’s names tend to be owned by investors with a longer-term investment horizon.</p>\n<p>Second, because these businesses are presently delivering cash flow and earnings, their valuations are more insulated against rising interest rates.</p>\n<p><b>Know When to Fold ‘em</b></p>\n<p>While Wood has been criticized for the concentration of her portfolio, Ackman isn’t afraid to take money off the table. In May, PSTH announced it had exited its wildly successful position in&nbsp;<b>Starbucks</b>(NASDAQ:<b><u>SBUX</u></b>) to acquire a roughly 6% stake in&nbsp;<b>Domino’s Pizza</b>(NYSE:<b><u>DPZ</u></b>). The thesis: It’s a simple free cash flow business suffering from temporary price dislocation. With a digital delivery infrastructure and the largest owned in-house delivery network, Ackman sees a combination of exceptional economics and the potential for continued share gains.</p>\n<p>For r/PSTH’s16,000-plus Tontards, PSTH stock has been a bumpy ride lately. First there wasAckman’s eyebrow raising decision to use a SPAC to buy a minority stake in another company. This MO didn’t follow the usual SPAC investment pattern, which is to merge with and take its target public. Second, there was this week’s announcement thatPSTH backed out of its deal to buy a 10% stake in mega-music publisher Universal Music Group from<b>Vivendi</b>(OTCMKTS:<b><u>VIVHY</u></b>).The reason:objections from the Securities and Exchange Commission&nbsp;relating to<b>NYSE</b>listing rules.</p>\n<p>Tontards are spinning a positive narrative. PSTH can conserve its firepower for a larger acquisition. While the identity of the SPAC’s merger target is still unknown, payment companies, includingStripe and Plaidhave been mentioned as potential candidates. The increasing valuation for these expensive unicorns could be another reason for PSTH wanting to maximize its $4 billion cash war chest.</p>\n<p><b>New Investment Styles</b>:<b>The ‘SPAC-tivist’</b></p>\n<p><b>Style Messiah:</b>Jeff Smith</p>\n<p><b>Investing MO:</b>Build stakes in undervalued businesses and force operational and/or strategic changes to unlock value</p>\n<p>There’s another investor with aneye for detecting unrealized potential in companies: activist investor and hedge fund manager Jeff Smith. The hedge fund he manages,Starboard Value LP, is known for executing big sweeping changes at its target companies. In 2014, Starboard ousted the entire board of Olive Garden-owner<b>Darden Restaurants</b>(NYSE:<b><u>DRI</u></b>), a stunning shareholder coup. In less than two years, Smith oversaw a stunning turnaround at the company, resulting in a 40% appreciation in Darden’s stock price.</p>\n<p>Starboard builds stakes in undervalued companies with inefficient management. It then forces them to make important operational changes to correct course and unlock value. About 80% of Starboard Value’s activist campaigns have been profitable, while the fund posted annualized returns of 15.5% through 2014. Famous activist targets include&nbsp;<b>The ODP Company</b>(NASDAQ:<b><u>ODP</u></b>),<b>Macy’s</b>(NYSE:<b><u>M</u></b>) and<b>Papa John’s Pizza</b>(NASDAQ:<b><u>PZZA</u></b>).</p>\n<p><b>Finding the Value in Growth</b></p>\n<p>More recently, Smith is trying his hand in SPACs.Starboard Value Acquisition, which raised$360 million in its September 2020 IPO,announced its first merger target, data-center firm Cyxtera Technologies.Formed in 2017, Cyxtera consists of 57 data centers owned by CenturyLink, now known as&nbsp;<b>Lumen Technologies</b>(NYSE:<b><u>LUMN</u></b>), with four cybersecurity and data analytics companies.</p>\n<p>If Ackman mostly hunts for mature unicorns, Smith’s target is on the younger side. Valued at $3.4 billion, Cyxtera is an early stage company in a well-established, rapidly growing market with strong secular tailwinds. Smith’s target could have room to grow from a valuation perspective too.</p>\n<p>In 2020, data center real estate investment trusts ended the year as the best performing REIT sector, accumulating a total of21% annual return. Cyxtera’s closest equivalents,<b>Equinix</b>(NASDAQ:<b><u>EQIX</u></b>) and&nbsp;<b>Digital Realty Trust</b>(NYSE:<b><u>DLR</u></b>) command lofty multiples of 31x and 26x forward AFFO (Adjusted Funds From Operations). With improved revenue growth and utilization, Cyxtera may experience a valuation recalibration closer to these peer multiples.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Celebrity Investors Who Broke Buffett’s Investing Tenets — And Scored</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Celebrity Investors Who Broke Buffett’s Investing Tenets — And Scored\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/3-celebrity-investors-broke-buffett-investing-tenets-scored-net-worth/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth didn’t come out of thin air. Rather, he earned it as one of the greatest investors of all time. As ...</p>\n\n<a href=\"https://investorplace.com/2021/07/3-celebrity-investors-broke-buffett-investing-tenets-scored-net-worth/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","CMG":"墨式烧烤","DPZ":"达美乐比萨","TDOC":"Teladoc Health Inc.","PLTR":"Palantir Technologies Inc.","HLT":"希尔顿酒店","SBUX":"星巴克","DRI":"达登饭店","PSTH":"Pershing Square Tontine Holdings","ROKU":"Roku Inc","LOW":"劳氏"},"source_url":"https://investorplace.com/2021/07/3-celebrity-investors-broke-buffett-investing-tenets-scored-net-worth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132046331","content_text":"Warren Buffett is worth more than $100 billion. Believe it or not, that $100-billion-plus net worth didn’t come out of thin air. Rather, he earned it as one of the greatest investors of all time. As such, his widespread success and wisdom has influenced countless investors over the ages — myself included.\nBut now it’s time to question the old ways. It’s time to look for other investing influencers to track …it’s time to develop a new set of investing rules.\nIf you’re anything like me, Buffett’s rules of investing — his way of defining good businesses — still drives at least some part of your thinking. But the beauty of knowing the rules is understanding how and when to break them.I bet I’m not the only one who has broken, or at the very leastbent, some of Buffett’s rules over the years.\nThis rule-breaking has been particularly important in a post coronavirus world. After all, the novel coronavirus pandemic changed the way we all look at stocks. Whether we’re fast-money traders, meme-players, short-sellers or speculators, we’ve all likely experienced what it’s like to pick a winner.\nThat quest for a little extra edge has many retail investors diversifying their investments. It also has them hand-picking stocks in emerging growth areas. Remember that20-slot punch card Buffettgave us? If you’ve dabbled in growth stocks over the last year, your portfolio probably looks like a paper punch ballot from the 2000 Bush-Gore Florida recount …more than a few extra hanging chads.\nMore recently, retail investors have become much more diversified. So should we worship a new fund manager now?Here’s a place to start.\nSource: InvestorPlace via Twitter\nThe results of a recentInvestorPlacetwitter poll suggest that the crowd favorite is growth investing messiah Cathie Wood.For those who are less familiar, Wood is theCEO and chief investment officer of ARKInvestment Management.\nTied for second place are two equally compelling investment warriors. First, we’ve got the (not so mythical) mature unicorn lover Bill Ackman of Pershing Square Tontine Holdings(NYSE:PSTH). Ackman stands right next tothe “most feared man in corporate America,” celebrity activistJeff Smith of StarboardValue Acquisition(NASDAQ:SVAC).\nNo doubt, these three investors have unique personalities. But they also promote three distinct investing styles, which have made an indelible impression on the way we think about a stock’s intrinsic value.\nFrom hypergrowth, to growth arbitrage, to “SPAC-tivists,” here’s a closer look at the investing psychology behind these investment styles, along with top stock picks. Ultimately, if we pepper a little bit of Cathie, Bill and Jeff into our own stock-picking, we might make some new rules of investing (and break them again later). Hell, putting it all together, we might even get one step closer to that coveted Buffett net worth.\nNew Investment Styles: The Hypergrowth Investor\nStyleMessiah:Cathie Wood Investing MO:Early stage growth stories in massive (and rapidly growing) addressable markets\nAniconoclastic personalityand buzzy social media following earned Wood a Buffett-like fandom. But out-of-this-worldperformance makes Cathie the reigning investment queen. Wood’s flagship exchange-traded fund (ETF), the ARK Innovation Fund(NYSEARCA:ARKK),holds $22 billion in assets. It also delivered an otherworldly 147% return in 2020.\nWood made “disruptiveinnovation” a household word. She also invested big (and early) in several massive technology themes — from artificial intelligence, big data, cloud computing, cybersecurity, blockchain, digital wallets to genomics.\nMany of the “Woodstocks” are aggressive, high-beta stocks which experienced meteoric gains last year. For example,Tesla(NASDAQ:TSLA), a big holding in three of Wood’s funds, gained 510% in 2020. (Side note:reports of TSLA’s imminent demise are greatly exaggerated). Wood predicts the electric car company can double its revenue growth over the next 5 years and willsomeday be valued at over $1 trillion. Other ARK gems include Square(NYSE:SQ),Teladoc Health(NYSE:TDOC),Roku(NASDAQ:ROKU) and Shopify(NYSE:SHOP).\nWinner Takes Most\nAnother salient trait: Wood invests in technology leaders in a “winner takes most” market. This gives her the confidence to largely ignore valuation and invest in companies whose profits are years if not decades away. That’s most definitely not something Buffett would do.\nWhile Cathie’s picks worked amazingly well in 2020, the market has been less kind to emerging growth stocksamid rising interest rates. ARK’s total assets aredown to $52 billion (from $60 billion) — largely reflecting a cooling amid a rotation into value names that will benefit from the economic recovery.ARKK and ARK Next Generation Internet ETF(NYSEARCA:ARKW) have underperformed the market,down 4% and 2%year to date, respectively (versus a14%gain for the Nasdaq Composite).\nSuccess has brought about some growing pains. Huge inflows led observers to question ARK’s sizable stakes in small- and mid-cap names and the liquidity of these positions in a downturn.In particular,Wood’s strategy of selling holdings in bigger, more liquid companies during drawdowns and buying less well-traded names fueled fears that ARK would become overexposed to its most speculative bets.Wood has pushed back on concerns about ticket sizes, arguing that the companies she invested in could grow quickly, solving the problem. (Side note: ARKno longer holds a stake bigger than 20% in any stock, down fromthree companiesin February).\nA Less-Crowded Easter Egg Hunt\nThere’s another important bi-product of Cathie’s success: a fairly predictable herd-like chasing behavior.Investors closely follow ARK trades,provided dailya few hours after market close, to see Wood’s endorsements of stocks. That momentum has pushed stocks like data analytics companyPalantir(NYSE:PLTR) into meme-like territory.\nBut when that herding behavior continues, that is,when a group of momentum investors chase the same stocks, it does two things. First, it candrive up the value of stocks without actually analyzing and understanding the underlying valuation of them.Second, it leaves other growth stories relatively undiscovered,like a less crowded Easter Egg hunt. That’s the reason these next two investors are on my radar.\nNew Investment Styles: The Growth Arbitrage Investor\nStyle Messiah:Bill Ackman Investing MO:Price dislocation in high-quality businesses with incremental cash flow potential\nBringing“mature unicorn” back into the investing vernacular while spawninga thousand memes, Bill Ackman has re-defined growth arbitrage investing. Ackman’s SPAC,Pershing Square Tontine Holdingsseeks out investments in durable,proven businesses. These are the kind that Warren Buffett would say have amoataround them. But another facet of PSTH’s picks is that these companies don’t yet have stock prices that reflect their potential.\nLike Wood, Ackman looks for growth — but not at any price. This manager aims for businessestrading at highly discounted valuations — usually because investors have overreacted to negative macro or company-specific events.A key investment theme:finding names whose intrinsic value is driven bycash generation, not future growth projections.\nDouble Dipping\nJust the mention of cash generation might make a lot of self-proclaimed growth investors wince. But for Ackman acolytes, or “Tontards” (as the Reddit crowd calls them), growth and fundamental analysis need not exist separately. In fact, Ackman has shown that buying thesehigh-quality, but mispriced stocks can unlock adoublediscount. A stock price often doesn’t reflect the intrinsic value of the business. Nor does it often reflect the intrinsic value of the businessif it were run better.\nUsually, once an Ackman holding makes a few modest tweaks, the business’ earnings and cash flow lever delivers strong upside — and price appreciation for the stock.Take for example, some of Ackman’s mispriced winners like the growth story at Chipotle Mexican Grill(NYSE:CMG), or successful turnarounds, such asLowe’s(NYSE:LOW). Oh, and don’t forget the turnarounds ofleisure travel play Hilton(NYSE:HLT) and tech giantAgilent(NYSE:A), either.\nIn addition to value unlocking, Ackman’s growth arbitrage investing style has other key advantages. First, the portfolio is shielded from momentum-driven volatility caused by changing investor whims. Whereas a portion of Cathie’s portfolio consists of “fast-money” plays like special-purpose acquisition companies (SPACs) and electric vehicle companies, whose fortunes can change very quickly, Ackman’s names tend to be owned by investors with a longer-term investment horizon.\nSecond, because these businesses are presently delivering cash flow and earnings, their valuations are more insulated against rising interest rates.\nKnow When to Fold ‘em\nWhile Wood has been criticized for the concentration of her portfolio, Ackman isn’t afraid to take money off the table. In May, PSTH announced it had exited its wildly successful position in Starbucks(NASDAQ:SBUX) to acquire a roughly 6% stake in Domino’s Pizza(NYSE:DPZ). The thesis: It’s a simple free cash flow business suffering from temporary price dislocation. With a digital delivery infrastructure and the largest owned in-house delivery network, Ackman sees a combination of exceptional economics and the potential for continued share gains.\nFor r/PSTH’s16,000-plus Tontards, PSTH stock has been a bumpy ride lately. First there wasAckman’s eyebrow raising decision to use a SPAC to buy a minority stake in another company. This MO didn’t follow the usual SPAC investment pattern, which is to merge with and take its target public. Second, there was this week’s announcement thatPSTH backed out of its deal to buy a 10% stake in mega-music publisher Universal Music Group fromVivendi(OTCMKTS:VIVHY).The reason:objections from the Securities and Exchange Commission relating toNYSElisting rules.\nTontards are spinning a positive narrative. PSTH can conserve its firepower for a larger acquisition. While the identity of the SPAC’s merger target is still unknown, payment companies, includingStripe and Plaidhave been mentioned as potential candidates. The increasing valuation for these expensive unicorns could be another reason for PSTH wanting to maximize its $4 billion cash war chest.\nNew Investment Styles:The ‘SPAC-tivist’\nStyle Messiah:Jeff Smith\nInvesting MO:Build stakes in undervalued businesses and force operational and/or strategic changes to unlock value\nThere’s another investor with aneye for detecting unrealized potential in companies: activist investor and hedge fund manager Jeff Smith. The hedge fund he manages,Starboard Value LP, is known for executing big sweeping changes at its target companies. In 2014, Starboard ousted the entire board of Olive Garden-ownerDarden Restaurants(NYSE:DRI), a stunning shareholder coup. In less than two years, Smith oversaw a stunning turnaround at the company, resulting in a 40% appreciation in Darden’s stock price.\nStarboard builds stakes in undervalued companies with inefficient management. It then forces them to make important operational changes to correct course and unlock value. About 80% of Starboard Value’s activist campaigns have been profitable, while the fund posted annualized returns of 15.5% through 2014. Famous activist targets include The ODP Company(NASDAQ:ODP),Macy’s(NYSE:M) andPapa John’s Pizza(NASDAQ:PZZA).\nFinding the Value in Growth\nMore recently, Smith is trying his hand in SPACs.Starboard Value Acquisition, which raised$360 million in its September 2020 IPO,announced its first merger target, data-center firm Cyxtera Technologies.Formed in 2017, Cyxtera consists of 57 data centers owned by CenturyLink, now known as Lumen Technologies(NYSE:LUMN), with four cybersecurity and data analytics companies.\nIf Ackman mostly hunts for mature unicorns, Smith’s target is on the younger side. Valued at $3.4 billion, Cyxtera is an early stage company in a well-established, rapidly growing market with strong secular tailwinds. Smith’s target could have room to grow from a valuation perspective too.\nIn 2020, data center real estate investment trusts ended the year as the best performing REIT sector, accumulating a total of21% annual return. Cyxtera’s closest equivalents,Equinix(NASDAQ:EQIX) and Digital Realty Trust(NYSE:DLR) command lofty multiples of 31x and 26x forward AFFO (Adjusted Funds From Operations). With improved revenue growth and utilization, Cyxtera may experience a valuation recalibration closer to these peer multiples.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555582753204069","authorId":"3555582753204069","name":"HandsomeLee","avatar":"https://static.tigerbbs.com/b3b95e103d2bfb2320b61f131b0868df","crmLevel":5,"crmLevelSwitch":1,"idStr":"3555582753204069","authorIdStr":"3555582753204069"},"content":"indeed.. we are not Cathy and there's only 1 warren. we can follow some of their guidelines but we have to come out with our portfolio backed up by our rationale and risk appetite.","text":"indeed.. we are not Cathy and there's only 1 warren. we can follow some of their guidelines but we have to come out with our portfolio backed up by our rationale and risk appetite.","html":"indeed.. we are not Cathy and there's only 1 warren. we can follow some of their guidelines but we have to come out with our portfolio backed up by our rationale and risk appetite."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815358257,"gmtCreate":1630648545879,"gmtModify":1676530365714,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>buy on dip?","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>buy on dip?","text":"$Coupang, Inc.(CPNG)$buy on dip?","images":[{"img":"https://static.tigerbbs.com/5beb909434019576aa6fe8ddd33f8cc8","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/815358257","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140813498,"gmtCreate":1625645643214,"gmtModify":1703745543695,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Price should rise in the long term","listText":"Price should rise in the long term","text":"Price should rise in the long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140813498","repostId":"1131738801","repostType":4,"repost":{"id":"1131738801","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625645247,"share":"https://ttm.financial/m/news/1131738801?lang=&edition=fundamental","pubTime":"2021-07-07 16:07","market":"us","language":"en","title":"XPeng shares fell 3% in premarket trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131738801","media":"Tiger Newspress","summary":"XPeng shares fell 3% in premarket trading.\nShares of Chinese electric vehicle maker Xpeng Inc trade ","content":"<p>XPeng&nbsp;shares&nbsp;fell 3% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bfcb0a6ca8a7d5337dcf5cc5e4831321\" tg-width=\"1284\" tg-height=\"619\">Shares of Chinese electric vehicle&nbsp;maker Xpeng Inc&nbsp;trade as low as HK$159.30, down 3.5% from the offer price of HK$165 apiece in the company's dual primary listing debut in Hong Kong.</p>\n<p>Xpeng, which on Wednesday raised $1.8 bln by selling 85 mln shares in Hong Kong listing, will develop future models based on product platforms designed for international markets, its chief executive said</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng shares fell 3% in premarket trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng shares fell 3% in premarket trading.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-07 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>XPeng&nbsp;shares&nbsp;fell 3% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bfcb0a6ca8a7d5337dcf5cc5e4831321\" tg-width=\"1284\" tg-height=\"619\">Shares of Chinese electric vehicle&nbsp;maker Xpeng Inc&nbsp;trade as low as HK$159.30, down 3.5% from the offer price of HK$165 apiece in the company's dual primary listing debut in Hong Kong.</p>\n<p>Xpeng, which on Wednesday raised $1.8 bln by selling 85 mln shares in Hong Kong listing, will develop future models based on product platforms designed for international markets, its chief executive said</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131738801","content_text":"XPeng shares fell 3% in premarket trading.\nShares of Chinese electric vehicle maker Xpeng Inc trade as low as HK$159.30, down 3.5% from the offer price of HK$165 apiece in the company's dual primary listing debut in Hong Kong.\nXpeng, which on Wednesday raised $1.8 bln by selling 85 mln shares in Hong Kong listing, will develop future models based on product platforms designed for international markets, its chief executive said","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127105519,"gmtCreate":1624838353831,"gmtModify":1703845715111,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Idea","listText":"Idea","text":"Idea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/127105519","repostId":"1161764161","repostType":2,"repost":{"id":"1161764161","kind":"news","pubTimestamp":1624836456,"share":"https://ttm.financial/m/news/1161764161?lang=&edition=fundamental","pubTime":"2021-06-28 07:27","market":"us","language":"en","title":"Top strategist opens her playbook for the year’s second half, sees market turbulence ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1161764161","media":"CNBC","summary":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thu","content":"<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p>\n<p>Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p>\n<p>\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p>\n<p>Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p>\n<p>The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p>\n<p>The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p>\n<p>Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p>\n<p>“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p>\n<p>Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p>\n<p>‘It’s really important not to forget about technology’</p>\n<p>“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p>\n<p>Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p>\n<p>“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p>\n<p>Yet, Shue suggests that shouldn’t spook investors.</p>\n<p>“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p>\n<p>For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p>\n<p>“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p>","source":"lsy1609915699154","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>Top strategist opens her playbook for the year’s second half, sees market turbulence ahead</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\">\nTop strategist opens her playbook for the year’s second half, sees market turbulence ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 07:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161764161","content_text":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,commodities,materials and industrials.\n\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.\nUnless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.\nThe S&P 500 just wrapped up its best week since February,closing at 4,280.70 — an all-time high. The Dow closed up 3.4% for the week, notching its best weekly performance since mid-March.\nThe tech-heavy Nasdaq closed slightly lower on Friday. But it’s up 2.35% for the week.\nShue is optimistic on the broader market, but she also predicts turbulence ahead.\n“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.\nShue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.\n‘It’s really important not to forget about technology’\n“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”\nShue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.\n“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”\nYet, Shue suggests that shouldn’t spook investors.\n“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.\nFor now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.\n“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899608517,"gmtCreate":1628176135339,"gmtModify":1703502677591,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Good for EV stocks","listText":"Good for EV stocks","text":"Good for EV stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/899608517","repostId":"1173170520","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155931372,"gmtCreate":1625367930596,"gmtModify":1703740853690,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Good points raised","listText":"Good points raised","text":"Good points raised","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/155931372","repostId":"1170195217","repostType":2,"repost":{"id":"1170195217","kind":"news","pubTimestamp":1625364798,"share":"https://ttm.financial/m/news/1170195217?lang=&edition=fundamental","pubTime":"2021-07-04 10:13","market":"us","language":"en","title":"Bank of America’s Karen Fang says ‘business as usual is not OK’ for finance, the planet or social justice","url":"https://stock-news.laohu8.com/highlight/detail?id=1170195217","media":"MarketWatch","summary":"Where’s the money for change? Ask her.\n\nChange can be tough. But it also is rare that anything big h","content":"<blockquote>\n <b>Where’s the money for change? Ask her.</b>\n</blockquote>\n<p>Change can be tough. But it also is rare that anything big happens without a way to pay for it first — and that’s where Karen Fang, Bank of America’s global head of sustainable finance, steps in.</p>\n<p>“The bank’s ultimate job is to connect the supply and demand of capital,” Fang said in a recent interview with MarketWatch.</p>\n<p>That’s not all. She also outlined a brave new future for banks just on the horizon, where finance is a key to a less toxic planet and giving Black and Latino communities a better shot at prosperity.</p>\n<p>“I do think in 10 years, 20 years, everything we do is ESG,” said Fang, who grew up near Shanghai and was educated at the University of Tokyo, of the push for better environmental, social and corporate outcomes through finance and investing.</p>\n<p>For the past 11 years, Fang has been rising through the ranks of Bank of AmericaBAC,-0.94%in New York, including recently heading its global fixed income, currencies and commodities cross-asset trading division.</p>\n<p>During that time, ESG hasbecomea top investing theme with investors. Outrage sparked by George Floyd’s murder in Minneapolis a year ago in May has elevated the need for reckoning, and so has the shock of climate change leavinghometowns across the U.S. reeling from crisis to crisis.</p>\n<p>For its part, Bank of America in Februaryannounced a goalof reaching net-zero greenhouse gas emissions by 2050, joining others in a race against time to limit global warming. It has led its U.S. banking peers on ESG innovation, while also linking its planned $1.5 trillion deployment of sustainable finance capital by 2030 to the societalsustainable development goalsset out by the United Nations.</p>\n<p>Banks already in the first quarter acted as sponsors and arrangers to a record $231 billion of sustainable bonds, a category that includes debt with a green, social or sustainability focus — a 19% increase from the quarter before, according to Moody’s Investors Service.</p>\n<p>Clearly, more work remains. The gap in median wealth between Black and white families in the U.S. has been stuck at 12 cents to every $1for roughly the past 30 years, according to Federal Reserve data.Global securities regulatorsplan to crack down on “greenwashing” or when asset managers embellish how climate-friendly their products are to clients. AndWestern states, including California, face severe drought, extreme heat and the threat of mega wildfires as the planet warms.</p>\n<p>Fang, for her part, says her ultimate goal is “to put purpose and humanity in finance.” “I feel like finance has been demonized so much. But everything does run on money,” she said.</p>\n<p>Here are edited highlights of a Q&amp;A with Fang about her whirlwind first year heading sustainable finance, her thoughts on Tom Wolfe’s Wall Street“Masters of the Universe”and how she plans to call the shots.</p>\n<p><b>MarketWatch:</b>&nbsp;I read you were a key part of the team behindBank of America’s issuance of a $1 billion COVID-19 social bonda year ago. Tell me more about that.</p>\n<p><i>[Editor’s note: Fang was putting the final touches on her team as global head of sustainable finance, a new role created about one and a half years ago, when March 15, 2020 hit — the day most office workers in New York and California were sent home as COVID-19 cases climbed and restaurants, bars, movie theaters and more were ordered to close.]</i></p>\n<p><b>Fang:</b>&nbsp;In March 2020, I started this new job. It’s about sustainable finance. It is about the environment, social inclusion, and not just inclusion, it’s about access. It’s not just about race and gender equality. But it’s about healthcare, education and affordable housing, wherever historically the public sector played a major role.</p>\n<p>But the private sector also has a role. COVID at the time, if you recall, the not-for-profit hospitals, they were getting less funding than for-profit hospitals. Skilled nursing facilities, they were right on the front line. Remember PPE [personal protective equipment] suppliers? We just didn’t have enough PPE. We wanted to very intentionally set a billion-dollar target to deploy lending to not-for-profit hospitals, skilled nursing facilities and to manufacturers of PPE.</p>\n<p>You know, we have the money. [Bank of America] has a $2.8 trillion balance sheet. We don’t need to issue a $1 billion social bond. Why do we do that? Because you want to set an example. You can see the proceeds of that and track it, and record the impact. Which hospitals got the money? How did they use it? Track how many people benefited from this. How many nursing facilities got the funding they needed?</p>\n<p>Every year, we’re going to issue a report on every ESG bond we issue, because we want to track the proceeds. And that’s why these bonds are popular, because it’s not ring-fenced in our hundreds of billions of dollars of liabilities. This way, you can see exactly where the money went.</p>\n<p>At the time, I remember pitching it to the top of the house. I was like, hey, do you remember war bonds? Pandemic is war. We need to be able to show that we can very intentionally issue these types of ESG bonds, where people can track the money. We need to set this example, because if we do, other issuers will do it.</p>\n<p>It was a blowout. It sold out so quickly, in a few hours. And the punch line here is that, fortunately, I was right. We were able to underwrite, after that bond, close to $60 billion dollars of COVID-themed social bonds with other issuers. We also helped the government of Guatemala to issue a COVID bond, where proceeds were dedicated to the country’s response to the coronavirus.</p>\n<p>Essentially, my job is not ESG policy or climate risk. I have colleagues who do that. My job is as a frontline banker who has been in capital markets and sales and trading for 20 years. My job is to structure things, and scale that capital deployment. I’m not just mobilizing Bank of America’s money. I’m actually scaling capital deployment globally and setting an example.</p>\n<p><b>MarketWatch:</b>&nbsp;You’ve said your job is solving problems. How do we get concrete outcomes when looking at racism and inequity in the economy?</p>\n<p><b>Fang:</b>&nbsp;Last year, after George Floyd, we did a$2 billion landmark racial equity-themed bond.<i>[Editor’s note: This included mortgage lending and housing finance for Black and Latino communities, but also financing for small businesses and medical professionals, as well as venture capital and equity investments in banks that aim to reduce longstanding inequities.]</i></p>\n<p>It’s about breaking with business as usual and pouring more capital into Black and brown communities. Pretty much, I’m looking at something happening in the world and think: What can we do?</p>\n<p>This year, I really want to do gender equality-themed bonds. So when we issue our next sustainability bond, I want gender equality to be an additional theme on the social side. For me, it’s not about complaining. I do think there are systemic issues about access. I’m in the fortunate position of being given access to the bank’s CEO and the vice chairman and the COO and the board; they kind of empower me to do what’s right.</p>\n<p>Racial inequity has been a very persistent theme, unfortunately. A lot of [the solutions to racial inequity] have to do with public policy, regulations, public-sector finance and media awareness. But I think we all have a role. For me, it’s about putting humanity in finance.</p>\n<p>For me, I’m deeply offended, touched and hurt, because I know that even though I was lucky enough, somehow, not to experience discrimination, my aunts and uncles, they did. And my mom and dad did when they came to the U.S. to visit me, or to England. I know it exists. There’s a problem in society. The thing is, business has a role to play, and capital deployment. And all the different lending and financing activities have a role to play. Because business as usual is not OK.</p>\n<p>If I look back on my life 20 years from now, I’m still going to reflect on the last year with the COVID bond and the racial equity-progress bonds as highlights.</p>\n<p><b>MarketWatch:</b>&nbsp;How have attitudes changed in the years since Tom Wolfe popularized the phrase “Masters of the Universe” to describe the male-dominated world of Wall Street in the 1980s in his book “Bonfire of the Vanities”?</p>\n<p><b>Fang:</b>&nbsp;Some of those “Masters of the Universe” really helped me. I think that is [true of] a lot of men in my life. I am kind of a positive, bubbly personality and I usually assume that people are good. But I also know I was really lucky. I always had very powerful and good-willed men supporting me.Tom Montag[Bank of America’s chief operating officer], who I have worked for for nearly 15 years going back to Goldman SachsGS,-0.22%days — he is the reason I joined the bank.Jim DeMare, who runs the global markets division, has been very supportive of my career.</p>\n<p>By the way, without them, I don’t think I’d be in my current seat today. Our current CEO Brian Moynihan and Vice Chairman Anne Finucane, along with Tom and Jim, gave me a tremendous opportunity. These are four leaders who changed my life by supporting me in this role.</p>\n<p>And I also don’t think the “Masters of the Universe” thing is a phenomenon anymore.&nbsp;Wall Street isn’t so male-dominated anymore. I work at a bank where nearly&nbsp;half of the management teams are women. And I really intentionally make sure that the access I got, by luck or my effort, can be applied to other people too.</p>\n<p>I have this position because I feel I am empowered to do what’s right. If I feel like the “Masters of the Universe” are not giving women enough opportunity, A) I am going to talk about it. B) I’m going to design some offering to raise a lot of awareness about racial equality and gender equality, where the CFO, the CEO, and everybody at the top of the house is going to be aware.</p>\n<p><b>MarketWatch:</b>&nbsp;What is your ultimate goal?</p>\n<p><b>Fang:</b>My ultimate goal is to put purpose and humanity in finance. I say that because I feel like finance has been demonized so much. But everything does run on money. The bank’s ultimate job is to connect the supply and demand of capital.</p>\n<p>I do think in 10 years, 20 years, everything we do is ESG. It’s not about, “Do we abandon certain sectors, or walk away?” It’s about helping them transition to do their business in a more sustainable way, and to carry more humanity and purpose in their mission. I think finance will be better understood. And every piece of finance will serve a role, from a career-access standpoint to how finance works in a community.</p>\n<p>I recently had a conversation on affordable housing of the future with a banker who helped put a lot of affordable housing in New York City. We were talking about how we can put solar power in so that residents have cheaper and cleaner access to power. But we can also put in urban greenery, rooftop gardens, telemedicine, a clinic, a children’s education center. It’s about how to make affordable housing of tomorrow more accessible.</p>\n<p>Frankly, that’s what finance can do. That’s the kind of project that gets me going. That’s humanity and purpose. That’s community development. But without banks, it’s hard to do.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America’s Karen Fang says ‘business as usual is not OK’ for finance, the planet or social justice</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\">\nBank of America’s Karen Fang says ‘business as usual is not OK’ for finance, the planet or social justice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/bank-of-americas-karen-fang-says-business-as-usual-is-not-ok-for-finance-the-planet-or-social-justice-11625162868?mod=hp_LATEST><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Where’s the money for change? Ask her.\n\nChange can be tough. But it also is rare that anything big happens without a way to pay for it first — and that’s where Karen Fang, Bank of America’s global ...</p>\n\n<a href=\"https://www.marketwatch.com/story/bank-of-americas-karen-fang-says-business-as-usual-is-not-ok-for-finance-the-planet-or-social-justice-11625162868?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/bank-of-americas-karen-fang-says-business-as-usual-is-not-ok-for-finance-the-planet-or-social-justice-11625162868?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170195217","content_text":"Where’s the money for change? Ask her.\n\nChange can be tough. But it also is rare that anything big happens without a way to pay for it first — and that’s where Karen Fang, Bank of America’s global head of sustainable finance, steps in.\n“The bank’s ultimate job is to connect the supply and demand of capital,” Fang said in a recent interview with MarketWatch.\nThat’s not all. She also outlined a brave new future for banks just on the horizon, where finance is a key to a less toxic planet and giving Black and Latino communities a better shot at prosperity.\n“I do think in 10 years, 20 years, everything we do is ESG,” said Fang, who grew up near Shanghai and was educated at the University of Tokyo, of the push for better environmental, social and corporate outcomes through finance and investing.\nFor the past 11 years, Fang has been rising through the ranks of Bank of AmericaBAC,-0.94%in New York, including recently heading its global fixed income, currencies and commodities cross-asset trading division.\nDuring that time, ESG hasbecomea top investing theme with investors. Outrage sparked by George Floyd’s murder in Minneapolis a year ago in May has elevated the need for reckoning, and so has the shock of climate change leavinghometowns across the U.S. reeling from crisis to crisis.\nFor its part, Bank of America in Februaryannounced a goalof reaching net-zero greenhouse gas emissions by 2050, joining others in a race against time to limit global warming. It has led its U.S. banking peers on ESG innovation, while also linking its planned $1.5 trillion deployment of sustainable finance capital by 2030 to the societalsustainable development goalsset out by the United Nations.\nBanks already in the first quarter acted as sponsors and arrangers to a record $231 billion of sustainable bonds, a category that includes debt with a green, social or sustainability focus — a 19% increase from the quarter before, according to Moody’s Investors Service.\nClearly, more work remains. The gap in median wealth between Black and white families in the U.S. has been stuck at 12 cents to every $1for roughly the past 30 years, according to Federal Reserve data.Global securities regulatorsplan to crack down on “greenwashing” or when asset managers embellish how climate-friendly their products are to clients. AndWestern states, including California, face severe drought, extreme heat and the threat of mega wildfires as the planet warms.\nFang, for her part, says her ultimate goal is “to put purpose and humanity in finance.” “I feel like finance has been demonized so much. But everything does run on money,” she said.\nHere are edited highlights of a Q&A with Fang about her whirlwind first year heading sustainable finance, her thoughts on Tom Wolfe’s Wall Street“Masters of the Universe”and how she plans to call the shots.\nMarketWatch: I read you were a key part of the team behindBank of America’s issuance of a $1 billion COVID-19 social bonda year ago. Tell me more about that.\n[Editor’s note: Fang was putting the final touches on her team as global head of sustainable finance, a new role created about one and a half years ago, when March 15, 2020 hit — the day most office workers in New York and California were sent home as COVID-19 cases climbed and restaurants, bars, movie theaters and more were ordered to close.]\nFang: In March 2020, I started this new job. It’s about sustainable finance. It is about the environment, social inclusion, and not just inclusion, it’s about access. It’s not just about race and gender equality. But it’s about healthcare, education and affordable housing, wherever historically the public sector played a major role.\nBut the private sector also has a role. COVID at the time, if you recall, the not-for-profit hospitals, they were getting less funding than for-profit hospitals. Skilled nursing facilities, they were right on the front line. Remember PPE [personal protective equipment] suppliers? We just didn’t have enough PPE. We wanted to very intentionally set a billion-dollar target to deploy lending to not-for-profit hospitals, skilled nursing facilities and to manufacturers of PPE.\nYou know, we have the money. [Bank of America] has a $2.8 trillion balance sheet. We don’t need to issue a $1 billion social bond. Why do we do that? Because you want to set an example. You can see the proceeds of that and track it, and record the impact. Which hospitals got the money? How did they use it? Track how many people benefited from this. How many nursing facilities got the funding they needed?\nEvery year, we’re going to issue a report on every ESG bond we issue, because we want to track the proceeds. And that’s why these bonds are popular, because it’s not ring-fenced in our hundreds of billions of dollars of liabilities. This way, you can see exactly where the money went.\nAt the time, I remember pitching it to the top of the house. I was like, hey, do you remember war bonds? Pandemic is war. We need to be able to show that we can very intentionally issue these types of ESG bonds, where people can track the money. We need to set this example, because if we do, other issuers will do it.\nIt was a blowout. It sold out so quickly, in a few hours. And the punch line here is that, fortunately, I was right. We were able to underwrite, after that bond, close to $60 billion dollars of COVID-themed social bonds with other issuers. We also helped the government of Guatemala to issue a COVID bond, where proceeds were dedicated to the country’s response to the coronavirus.\nEssentially, my job is not ESG policy or climate risk. I have colleagues who do that. My job is as a frontline banker who has been in capital markets and sales and trading for 20 years. My job is to structure things, and scale that capital deployment. I’m not just mobilizing Bank of America’s money. I’m actually scaling capital deployment globally and setting an example.\nMarketWatch: You’ve said your job is solving problems. How do we get concrete outcomes when looking at racism and inequity in the economy?\nFang: Last year, after George Floyd, we did a$2 billion landmark racial equity-themed bond.[Editor’s note: This included mortgage lending and housing finance for Black and Latino communities, but also financing for small businesses and medical professionals, as well as venture capital and equity investments in banks that aim to reduce longstanding inequities.]\nIt’s about breaking with business as usual and pouring more capital into Black and brown communities. Pretty much, I’m looking at something happening in the world and think: What can we do?\nThis year, I really want to do gender equality-themed bonds. So when we issue our next sustainability bond, I want gender equality to be an additional theme on the social side. For me, it’s not about complaining. I do think there are systemic issues about access. I’m in the fortunate position of being given access to the bank’s CEO and the vice chairman and the COO and the board; they kind of empower me to do what’s right.\nRacial inequity has been a very persistent theme, unfortunately. A lot of [the solutions to racial inequity] have to do with public policy, regulations, public-sector finance and media awareness. But I think we all have a role. For me, it’s about putting humanity in finance.\nFor me, I’m deeply offended, touched and hurt, because I know that even though I was lucky enough, somehow, not to experience discrimination, my aunts and uncles, they did. And my mom and dad did when they came to the U.S. to visit me, or to England. I know it exists. There’s a problem in society. The thing is, business has a role to play, and capital deployment. And all the different lending and financing activities have a role to play. Because business as usual is not OK.\nIf I look back on my life 20 years from now, I’m still going to reflect on the last year with the COVID bond and the racial equity-progress bonds as highlights.\nMarketWatch: How have attitudes changed in the years since Tom Wolfe popularized the phrase “Masters of the Universe” to describe the male-dominated world of Wall Street in the 1980s in his book “Bonfire of the Vanities”?\nFang: Some of those “Masters of the Universe” really helped me. I think that is [true of] a lot of men in my life. I am kind of a positive, bubbly personality and I usually assume that people are good. But I also know I was really lucky. I always had very powerful and good-willed men supporting me.Tom Montag[Bank of America’s chief operating officer], who I have worked for for nearly 15 years going back to Goldman SachsGS,-0.22%days — he is the reason I joined the bank.Jim DeMare, who runs the global markets division, has been very supportive of my career.\nBy the way, without them, I don’t think I’d be in my current seat today. Our current CEO Brian Moynihan and Vice Chairman Anne Finucane, along with Tom and Jim, gave me a tremendous opportunity. These are four leaders who changed my life by supporting me in this role.\nAnd I also don’t think the “Masters of the Universe” thing is a phenomenon anymore. Wall Street isn’t so male-dominated anymore. I work at a bank where nearly half of the management teams are women. And I really intentionally make sure that the access I got, by luck or my effort, can be applied to other people too.\nI have this position because I feel I am empowered to do what’s right. If I feel like the “Masters of the Universe” are not giving women enough opportunity, A) I am going to talk about it. B) I’m going to design some offering to raise a lot of awareness about racial equality and gender equality, where the CFO, the CEO, and everybody at the top of the house is going to be aware.\nMarketWatch: What is your ultimate goal?\nFang:My ultimate goal is to put purpose and humanity in finance. I say that because I feel like finance has been demonized so much. But everything does run on money. The bank’s ultimate job is to connect the supply and demand of capital.\nI do think in 10 years, 20 years, everything we do is ESG. It’s not about, “Do we abandon certain sectors, or walk away?” It’s about helping them transition to do their business in a more sustainable way, and to carry more humanity and purpose in their mission. I think finance will be better understood. And every piece of finance will serve a role, from a career-access standpoint to how finance works in a community.\nI recently had a conversation on affordable housing of the future with a banker who helped put a lot of affordable housing in New York City. We were talking about how we can put solar power in so that residents have cheaper and cleaner access to power. But we can also put in urban greenery, rooftop gardens, telemedicine, a clinic, a children’s education center. It’s about how to make affordable housing of tomorrow more accessible.\nFrankly, that’s what finance can do. That’s the kind of project that gets me going. That’s humanity and purpose. That’s community development. But without banks, it’s hard to do.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830593282,"gmtCreate":1629079547546,"gmtModify":1676529922841,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Agree that big step forward","listText":"Agree that big step forward","text":"Agree that big step forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830593282","repostId":"1131835965","repostType":2,"repost":{"id":"1131835965","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629079457,"share":"https://ttm.financial/m/news/1131835965?lang=&edition=fundamental","pubTime":"2021-08-16 10:04","market":"us","language":"en","title":"Why This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1131835965","media":"Benzinga","summary":"With indications emerging that Tesla, Inc. overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.The Tesla Analyst:Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.The opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.The Model 3s/Ys produced in ","content":"<p>With indications emerging that&nbsp;<b>Tesla, Inc.</b>&nbsp;overseas manufacturing plant in Germany&nbsp;may soon come online, an analyst at Wedbush is offering&nbsp;his take on the development.</p>\n<p><b>The Tesla Analyst:</b>Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.</p>\n<p><b>The Tesla Takeaways:</b>Tesla's CEO&nbsp;<b>Elon Musk</b>&nbsp;visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.</p>\n<p>The opening of the Berlin Giga was earlier pushed back to late 2021 due to&nbsp;bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.</p>\n<p>The Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.</p>\n<p>\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.</p>\n<p>Down the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.</p>\n<p>Capacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.</p>\n<p><b>TSLA&nbsp;Price Action:</b>Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.</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>Why This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-16 10:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>With indications emerging that&nbsp;<b>Tesla, Inc.</b>&nbsp;overseas manufacturing plant in Germany&nbsp;may soon come online, an analyst at Wedbush is offering&nbsp;his take on the development.</p>\n<p><b>The Tesla Analyst:</b>Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.</p>\n<p><b>The Tesla Takeaways:</b>Tesla's CEO&nbsp;<b>Elon Musk</b>&nbsp;visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.</p>\n<p>The opening of the Berlin Giga was earlier pushed back to late 2021 due to&nbsp;bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.</p>\n<p>The Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.</p>\n<p>\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.</p>\n<p>Down the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.</p>\n<p>Capacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.</p>\n<p><b>TSLA&nbsp;Price Action:</b>Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131835965","content_text":"With indications emerging that Tesla, Inc. overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.\nThe Tesla Analyst:Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.\nThe Tesla Takeaways:Tesla's CEO Elon Musk visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.\nThe opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.\nThe Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.\n\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.\nDown the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.\nCapacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.\nTSLA Price Action:Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832139704,"gmtCreate":1629597320808,"gmtModify":1676530075456,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Stregthening stock price too","listText":"Stregthening stock price too","text":"Stregthening stock price too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832139704","repostId":"2161460741","repostType":2,"repost":{"id":"2161460741","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629567666,"share":"https://ttm.financial/m/news/2161460741?lang=&edition=fundamental","pubTime":"2021-08-22 01:41","market":"hk","language":"en","title":"Strengthening Positions In The Segment Of Professional Visualization Leads NVIDIA Shares To New Heights","url":"https://stock-news.laohu8.com/highlight/detail?id=2161460741","media":"Benzinga","summary":"In its Q2 report, Nvidia Inc. (NASDAQ: NVDA) beat expectations for revenue and earnings growth. Management has given a strong forecast for July-September 2021.","content":"<html><body><p>In its Q2 report, Nvidia Inc. (NASDAQ:NVDA) beat expectations for revenue and earnings growth. Management has given a strong forecast for July-September 2021.</p>\n<p>NVIDIA sales increased 68% YoY, 3% above analyst consensus. Adjusted diluted EPS, on the other hand, fell 52%, beating the market-wide forecast by 2%. The gaming segment remains a key growth driver: revenue from this segment increased by 85% YoY to $ 3.06 billion. Management highlighted strong demand dynamics for the recently unveiled GeForce RTX 3080 Ti and RTX 3070 Ti solutions (RTX, DLSS performance boosts, Reflex and Broadcast), which have expanded the product line to the high end and complemented flagship products.</p>\n<p>Also, NVIDIA CEO Jensen Huang pointed to a record increase in the number of laptops with the issuer's graphics cards, noting that RTX (ray tracing) technology continues to drive the laptop update cycle (currently only 20% of laptops are based on the latest Turing and Ampere architectures). In addition, the number of games that support the latest NVIDIA technologies is increasing, which creates an additional boost in demand. At the same time, a factor of uncertainty for the company remains the demand from cryptocurrency miners, the share of which Huang did not indicate.</p>\n<p>Sales from the segment of solutions for data centers amounted to $ 2.37 (+ 35% YoY) amid strong demand for server GPUs from cloud providers and high demand for solutions for the A30 - GPU and DPU chips ConnectX-6 (products, manufactured by Mellanox, which NVIDIA bought earlier). The CEO also noted the expansion of the SaaS offering, including NVIDIA Base Command and NVIDIA Fleet Command, for the DGX SuperPOD computing platform.</p>\n<p>Growth in the professional visualization segment accelerated to 156%: revenue from it amounted to $ 0.52 billion amid strong demand for the previously presented platform for collaboration and 3D modeling Omniverse, which was integrated with Blender. The sales of the automotive sub-segment show approximately the same dynamics as that of competitors (Qorvo Inc. (NASDAQ: QRVO), QUALCOMM Inc. (NASDAQ:QCOM). The growth was driven by the continued recovery momentum in demand.</p>\n<p>CMP mining solutions provided revenue of only $ 266 million against the forecasted $ 400 million against the backdrop of a decrease in mining profitability. The head of NVIDIA noted the increase in the number of games in the GeForce NOW library up to 1000.</p>\n<p>According to management, negotiations with regulators on the acquisition of ARM have been delayed compared to initial expectations, but NVIDIA CFO Colette Kress is confident of a positive outcome. Management expects third-quarter revenue to reach $ 6.80 billion (+ 43.7% YoY), higher than the consensus forecast of many analysts.</p>\n<p>The company presented a very strong report, an important element of which is a significant strengthening of its positions in the professional visualization segment, a steady dynamics of demand for server solutions, and an increase in the volume of deliveries of automotive products. I am forecasting growth in these segments. At the same time, I believe that the issuer is vulnerable to fluctuations in the mining market and a slowdown in momentum in the gaming segment, which could put pressure on the company's valuations.</p>\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strengthening Positions In The Segment Of Professional Visualization Leads NVIDIA Shares To New Heights</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\">\nStrengthening Positions In The Segment Of Professional Visualization Leads NVIDIA Shares To New Heights\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-22 01:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>In its Q2 report, Nvidia Inc. (NASDAQ:NVDA) beat expectations for revenue and earnings growth. Management has given a strong forecast for July-September 2021.</p>\n<p>NVIDIA sales increased 68% YoY, 3% above analyst consensus. Adjusted diluted EPS, on the other hand, fell 52%, beating the market-wide forecast by 2%. The gaming segment remains a key growth driver: revenue from this segment increased by 85% YoY to $ 3.06 billion. Management highlighted strong demand dynamics for the recently unveiled GeForce RTX 3080 Ti and RTX 3070 Ti solutions (RTX, DLSS performance boosts, Reflex and Broadcast), which have expanded the product line to the high end and complemented flagship products.</p>\n<p>Also, NVIDIA CEO Jensen Huang pointed to a record increase in the number of laptops with the issuer's graphics cards, noting that RTX (ray tracing) technology continues to drive the laptop update cycle (currently only 20% of laptops are based on the latest Turing and Ampere architectures). In addition, the number of games that support the latest NVIDIA technologies is increasing, which creates an additional boost in demand. At the same time, a factor of uncertainty for the company remains the demand from cryptocurrency miners, the share of which Huang did not indicate.</p>\n<p>Sales from the segment of solutions for data centers amounted to $ 2.37 (+ 35% YoY) amid strong demand for server GPUs from cloud providers and high demand for solutions for the A30 - GPU and DPU chips ConnectX-6 (products, manufactured by Mellanox, which NVIDIA bought earlier). The CEO also noted the expansion of the SaaS offering, including NVIDIA Base Command and NVIDIA Fleet Command, for the DGX SuperPOD computing platform.</p>\n<p>Growth in the professional visualization segment accelerated to 156%: revenue from it amounted to $ 0.52 billion amid strong demand for the previously presented platform for collaboration and 3D modeling Omniverse, which was integrated with Blender. The sales of the automotive sub-segment show approximately the same dynamics as that of competitors (Qorvo Inc. (NASDAQ: QRVO), QUALCOMM Inc. (NASDAQ:QCOM). The growth was driven by the continued recovery momentum in demand.</p>\n<p>CMP mining solutions provided revenue of only $ 266 million against the forecasted $ 400 million against the backdrop of a decrease in mining profitability. The head of NVIDIA noted the increase in the number of games in the GeForce NOW library up to 1000.</p>\n<p>According to management, negotiations with regulators on the acquisition of ARM have been delayed compared to initial expectations, but NVIDIA CFO Colette Kress is confident of a positive outcome. Management expects third-quarter revenue to reach $ 6.80 billion (+ 43.7% YoY), higher than the consensus forecast of many analysts.</p>\n<p>The company presented a very strong report, an important element of which is a significant strengthening of its positions in the professional visualization segment, a steady dynamics of demand for server solutions, and an increase in the volume of deliveries of automotive products. I am forecasting growth in these segments. At the same time, I believe that the issuer is vulnerable to fluctuations in the mining market and a slowdown in momentum in the gaming segment, which could put pressure on the company's valuations.</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","NGD":"New Gold","QRVO":"Qorvo, Inc.","QCOM":"高通"},"source_url":"https://www.benzinga.com/21/08/22606515/strengthening-positions-in-the-segment-of-professional-visualization-leads-nvidia-shares-to-new-heig","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161460741","content_text":"In its Q2 report, Nvidia Inc. (NASDAQ:NVDA) beat expectations for revenue and earnings growth. Management has given a strong forecast for July-September 2021.\nNVIDIA sales increased 68% YoY, 3% above analyst consensus. Adjusted diluted EPS, on the other hand, fell 52%, beating the market-wide forecast by 2%. The gaming segment remains a key growth driver: revenue from this segment increased by 85% YoY to $ 3.06 billion. Management highlighted strong demand dynamics for the recently unveiled GeForce RTX 3080 Ti and RTX 3070 Ti solutions (RTX, DLSS performance boosts, Reflex and Broadcast), which have expanded the product line to the high end and complemented flagship products.\nAlso, NVIDIA CEO Jensen Huang pointed to a record increase in the number of laptops with the issuer's graphics cards, noting that RTX (ray tracing) technology continues to drive the laptop update cycle (currently only 20% of laptops are based on the latest Turing and Ampere architectures). In addition, the number of games that support the latest NVIDIA technologies is increasing, which creates an additional boost in demand. At the same time, a factor of uncertainty for the company remains the demand from cryptocurrency miners, the share of which Huang did not indicate.\nSales from the segment of solutions for data centers amounted to $ 2.37 (+ 35% YoY) amid strong demand for server GPUs from cloud providers and high demand for solutions for the A30 - GPU and DPU chips ConnectX-6 (products, manufactured by Mellanox, which NVIDIA bought earlier). The CEO also noted the expansion of the SaaS offering, including NVIDIA Base Command and NVIDIA Fleet Command, for the DGX SuperPOD computing platform.\nGrowth in the professional visualization segment accelerated to 156%: revenue from it amounted to $ 0.52 billion amid strong demand for the previously presented platform for collaboration and 3D modeling Omniverse, which was integrated with Blender. The sales of the automotive sub-segment show approximately the same dynamics as that of competitors (Qorvo Inc. (NASDAQ: QRVO), QUALCOMM Inc. (NASDAQ:QCOM). The growth was driven by the continued recovery momentum in demand.\nCMP mining solutions provided revenue of only $ 266 million against the forecasted $ 400 million against the backdrop of a decrease in mining profitability. The head of NVIDIA noted the increase in the number of games in the GeForce NOW library up to 1000.\nAccording to management, negotiations with regulators on the acquisition of ARM have been delayed compared to initial expectations, but NVIDIA CFO Colette Kress is confident of a positive outcome. Management expects third-quarter revenue to reach $ 6.80 billion (+ 43.7% YoY), higher than the consensus forecast of many analysts.\nThe company presented a very strong report, an important element of which is a significant strengthening of its positions in the professional visualization segment, a steady dynamics of demand for server solutions, and an increase in the volume of deliveries of automotive products. I am forecasting growth in these segments. At the same time, I believe that the issuer is vulnerable to fluctuations in the mining market and a slowdown in momentum in the gaming segment, which could put pressure on the company's valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802881643,"gmtCreate":1627750309882,"gmtModify":1703495463720,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Good learnings","listText":"Good learnings","text":"Good learnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802881643","repostId":"1147779023","repostType":2,"repost":{"id":"1147779023","kind":"news","pubTimestamp":1627716124,"share":"https://ttm.financial/m/news/1147779023?lang=&edition=fundamental","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803666226,"gmtCreate":1627436784365,"gmtModify":1703489908483,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Hope today will resume uptrend","listText":"Hope today will resume uptrend","text":"Hope today will resume uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803666226","repostId":"2154991792","repostType":2,"repost":{"id":"2154991792","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627428087,"share":"https://ttm.financial/m/news/2154991792?lang=&edition=fundamental","pubTime":"2021-07-28 07:21","market":"us","language":"en","title":"Wall St snaps five-day up streak as caution rises before tech earnings, Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154991792","media":"Reuters","summary":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the t","content":"<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</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>Wall St snaps five-day up streak as caution rises before tech earnings, Fed</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\">\nWall St snaps five-day up streak as caution rises before tech earnings, Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-28 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154991792","content_text":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.\nThe Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.\nShares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.\nAlso, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.\nShares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.\n\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nAdding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.\n\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.\nUncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.\nThe Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite  dropped 180.14 points, or 1.21%, to 14,660.58.\nHelping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.\nIn another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.\nIntel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.\nVolume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.\nThe S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179431653,"gmtCreate":1626570399272,"gmtModify":1703761776623,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Good growth prospects","listText":"Good growth prospects","text":"Good growth prospects","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179431653","repostId":"2152681698","repostType":2,"repost":{"id":"2152681698","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":1626535680,"share":"https://ttm.financial/m/news/2152681698?lang=&edition=fundamental","pubTime":"2021-07-17 23:28","market":"us","language":"en","title":"These big tech stocks, including Square and Tesla, are expected to show the best sales growth as the U.S. economy expands","url":"https://stock-news.laohu8.com/highlight/detail?id=2152681698","media":"Dow Jones","summary":"MW These big tech stocks, including Square and Tesla, are expected to show the best sales growth as ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These big tech stocks, including Square and Tesla, are expected to show the best sales growth as the U.S. economy expands\n</p>\n<p>\n  By Philip van Doorn \n</p>\n<p>\n  Rapid economic growth bodes well for the largest technology companies \n</p>\n<p>\n  You might be alarmed when you see headlines about the rising cost of living. \n</p>\n<p>\n  But the increase in consumer prices is a byproduct of an economy that has been stoked by the government and stimulated by the Federal Reserve in an unprecedented way. This economic expansion may last for years, and can be expected to benefit the largest technology companies. \n</p>\n<p>\n  Below is a list of the 30 largest technology companies in the Russell 1000 Index and their expected sales growth rates through 2023. Sales growth has been a critical driver for tech-oriented growth investors. \n</p>\n<p>\n  Read: The cost of living posts biggest surge since 2008, U.S. CPI shows, as inflation spreads through economy  \n</p>\n<p>\n  The headline, above, can lead to worries that rising inflation will cause a reversal of the Federal Reserve's policies that keep interest rates low. The fear of advancing interest rates can cause a quick reversal of a bull market for stocks, but this type of negative reaction has been temporary during the years following the credit crisis of 2008. \n</p>\n<p>\n  Investors also need to keep in mind that keeping long-term interest rates low is very much in the government's interest to hold down the cost of borrowing. Looking back to the end of 2019, before the coronavirus pandemic led to drastic measures to lower interest rates, the yield on 10-year U.S. Treasury notes was 1.92%. That can hardly be considered high -- at the end of 2007, the 10-year yield was 4.04%. \n</p>\n<p>\n  So be ready for a jittery market when the Federal Reserve makes a clear signal of a policy change, but don't panic. We've seen this before. You might remember the \"taper tantrum\" being bandied about in the financial media before the Fed began lifting short-term rates late in 2015 (after lowering the federal funds target rate to a range of zero to 0.25% in December 2008). There were brief and minor pullbacks for the S&amp;P 500 Index before and after the December 2015 tapering -- they were soon forgotten by long-term investors. \n</p>\n<p>\n  Screen of big-tech sales growth \n</p>\n<p>\n  The following is a list of the 30 largest tech stocks in the Russell 1000 Index . We have defined \"tech stocks\" broadly. Among the FAANG stocks -- <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB), Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and Google holding company Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) -- only <a href=\"https://laohu8.com/S/AONE.U\">one</a> (Apple) is in the information technology sector, as defined by S&amp;P Dow Jones Indices. The others are all in the communications services sector, except for Amazon, which is in the consumer discretionary sector. \n</p>\n<p>\n  So the list includes all the FAANGs, and also includes Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and other tech-oriented companies, such as Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>, Uber Technologies Inc. <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc. (ZM), which aren't yet included in the S&amp;P 500 . \n</p>\n<p>\n  Here are the 30 largest tech stocks in the Russell 1000, ranked by expected compound annual growth rates, based on consensus estimates through 2023 among analysts polled by FactSet. For three of the companies, estimates are available only through 2022, so those have two-year CAGR and are marked with asterisks after the company names. Sales estimates are in millions: \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Estimated three-year sales CAGR through 2023</td><td>Estimated revenue -- calendar 2023</td><td>Estimated revenue -- calendar 2022</td><td>Estimated revenue -- calendar 2021</td><td>Revenue -- calendar 2020 </td></tr><tr><td>Square Inc. Class A SQ</td><td>40.00%</td><td>$26,062</td><td>$23,121</td><td>$20,305</td><td>$9,498 </td></tr><tr><td>Tesla Inc. TSLA</td><td>38.59%</td><td>$83,937</td><td>$68,024</td><td>$49,537</td><td>$31,536 </td></tr><tr><td>Uber Technologies Inc. UBER</td><td>35.99%</td><td>$28,011</td><td>$22,273</td><td>$15,865</td><td>$11,139 </td></tr><tr><td>Zoom Video Communications Inc. Class A ZM</td><td>31.46%</td><td>$5,498</td><td>$4,711</td><td>$3,879</td><td>$2,420 </td></tr><tr><td>Micron Technology Inc.* MU</td><td>30.21%</td><td>N/A</td><td>$38,223</td><td>$30,844</td><td>$22,544 </td></tr><tr><td><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Inc. NOW</td><td>25.42%</td><td>$8,915</td><td>$7,178</td><td>$5,741</td><td>$4,519 </td></tr><tr><td>Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">AMD</a></td><td>25.38%</td><td>$19,241</td><td>$16,957</td><td>$14,629</td><td>$9,763 </td></tr><tr><td>Facebook Inc. Class A FB</td><td>23.16%</td><td>$160,608</td><td>$138,150</td><td>$115,634</td><td>$85,965 </td></tr><tr><td>Nvidia Corp. NVDA</td><td>23.07%</td><td>$29,903</td><td>$27,069</td><td>$24,181</td><td>$16,042 </td></tr><tr><td><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. PYPL</td><td>21.20%</td><td>$38,160</td><td>$31,442</td><td>$25,853</td><td>$21,434 </td></tr><tr><td>Amazon.com Inc. AMZN</td><td>20.70%</td><td>$678,932</td><td>$581,346</td><td>$490,169</td><td>$386,064 </td></tr><tr><td>Alphabet Inc. Class C GOOG</td><td>20.12%</td><td>$316,036</td><td>$274,880</td><td>$235,732</td><td>$182,350 </td></tr><tr><td><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc. CRM</td><td>19.46%</td><td>$35,679</td><td>$30,614</td><td>$25,567</td><td>$20,930 </td></tr><tr><td>Mastercard Inc. Class A MA</td><td>18.54%</td><td>$25,485</td><td>$22,039</td><td>$18,436</td><td>$15,301 </td></tr><tr><td>Intuit Inc. INTU</td><td>17.49%</td><td>$12,580</td><td>$11,467</td><td>$10,012</td><td>$7,757 </td></tr><tr><td><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc. ADBE</td><td>16.72%</td><td>$20,899</td><td>$18,302</td><td>$15,890</td><td>$13,142 </td></tr><tr><td>Netflix Inc. NFLX</td><td>16.04%</td><td>$39,054</td><td>$34,165</td><td>$29,699</td><td>$24,996 </td></tr><tr><td><a href=\"https://laohu8.com/S/V\">Visa</a> Inc. Class A V</td><td>15.99%</td><td>$33,521</td><td>$29,303</td><td>$24,808</td><td>$21,479 </td></tr><tr><td>Applied Materials Inc. AMAT</td><td>13.44%</td><td>$26,080</td><td>$24,961</td><td>$23,011</td><td>$17,867 </td></tr><tr><td>Microsoft Corp. MSFT</td><td>12.22%</td><td>$216,639</td><td>$198,849</td><td>$176,579</td><td>$153,284 </td></tr><tr><td>Accenture <a href=\"https://laohu8.com/S/PLC\">PLC</a> Class A ACN</td><td>11.18%</td><td>$61,910</td><td>$56,917</td><td>$52,151</td><td>$45,046 </td></tr><tr><td>Qualcomm Inc. QCOM</td><td>10.20%</td><td>$35,716</td><td>$35,468</td><td>$32,908</td><td>$26,690 </td></tr><tr><td>Apple Inc. AAPL</td><td>10.13%</td><td>$392,662</td><td>$372,749</td><td>$357,917</td><td>$293,971 </td></tr><tr><td>Broadcom Inc.* AVGO</td><td>9.16%</td><td>N/A</td><td>$29,100</td><td>$27,523</td><td>$24,419 </td></tr><tr><td>Texas Instruments Inc. TXN</td><td>8.76%</td><td>$18,602</td><td>$18,186</td><td>$17,480</td><td>$14,461 </td></tr><tr><td>Fidelity National Information Services Inc. FIS</td><td>8.38%</td><td>$15,978</td><td>$14,851</td><td>$13,752</td><td>$12,552 </td></tr><tr><td>Cisco Systems Inc.* CSCO</td><td>4.54%</td><td>N/A</td><td>$52,500</td><td>$50,654</td><td>$48,038 </td></tr><tr><td><a href=\"https://laohu8.com/S/OCLCF\">Oracle Corp.</a> ORCL</td><td>3.77%</td><td>$44,140</td><td>$43,145</td><td>$41,473</td><td>$39,499 </td></tr><tr><td>International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">IBM</a></td><td>1.21%</td><td>$76,329</td><td>$75,212</td><td>$74,307</td><td>$73,620 </td></tr><tr><td>Intel Corp. INTC</td><td>-1.31%</td><td>$74,853</td><td>$72,668</td><td>$72,698</td><td>$77,867 </td></tr><tr><td>Source: FactSet </td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n  Click on the tickers for more about each company, including news, business profiles price ratios and ratings. \n</p>\n<p>\n  The data is based on calendar years, since some of the companies have fiscal years that don't match the calendar. \n</p>\n<p>\n  For Cisco Systems Inc. <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a>, Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> and Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>, consensus sales estimates aren't yet available for calendar 2023. So the table has two-year estimates for sales CAGR through 2022. \n</p>\n<p>\n  This is a screen of only one set of estimates -- an important one. You should do your own research to form your own opinion about a company's long-term viability before considering an investment. \n</p>\n<p>\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 17, 2021 11:28 ET (15:28 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These big tech stocks, including Square and Tesla, are expected to show the best sales growth as the U.S. economy expands</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\">\nThese big tech stocks, including Square and Tesla, are expected to show the best sales growth as the U.S. economy expands\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\">2021-07-17 23:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These big tech stocks, including Square and Tesla, are expected to show the best sales growth as the U.S. economy expands\n</p>\n<p>\n  By Philip van Doorn \n</p>\n<p>\n  Rapid economic growth bodes well for the largest technology companies \n</p>\n<p>\n  You might be alarmed when you see headlines about the rising cost of living. \n</p>\n<p>\n  But the increase in consumer prices is a byproduct of an economy that has been stoked by the government and stimulated by the Federal Reserve in an unprecedented way. This economic expansion may last for years, and can be expected to benefit the largest technology companies. \n</p>\n<p>\n  Below is a list of the 30 largest technology companies in the Russell 1000 Index and their expected sales growth rates through 2023. Sales growth has been a critical driver for tech-oriented growth investors. \n</p>\n<p>\n  Read: The cost of living posts biggest surge since 2008, U.S. CPI shows, as inflation spreads through economy  \n</p>\n<p>\n  The headline, above, can lead to worries that rising inflation will cause a reversal of the Federal Reserve's policies that keep interest rates low. The fear of advancing interest rates can cause a quick reversal of a bull market for stocks, but this type of negative reaction has been temporary during the years following the credit crisis of 2008. \n</p>\n<p>\n  Investors also need to keep in mind that keeping long-term interest rates low is very much in the government's interest to hold down the cost of borrowing. Looking back to the end of 2019, before the coronavirus pandemic led to drastic measures to lower interest rates, the yield on 10-year U.S. Treasury notes was 1.92%. That can hardly be considered high -- at the end of 2007, the 10-year yield was 4.04%. \n</p>\n<p>\n  So be ready for a jittery market when the Federal Reserve makes a clear signal of a policy change, but don't panic. We've seen this before. You might remember the \"taper tantrum\" being bandied about in the financial media before the Fed began lifting short-term rates late in 2015 (after lowering the federal funds target rate to a range of zero to 0.25% in December 2008). There were brief and minor pullbacks for the S&amp;P 500 Index before and after the December 2015 tapering -- they were soon forgotten by long-term investors. \n</p>\n<p>\n  Screen of big-tech sales growth \n</p>\n<p>\n  The following is a list of the 30 largest tech stocks in the Russell 1000 Index . We have defined \"tech stocks\" broadly. Among the FAANG stocks -- <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB), Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and Google holding company Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) -- only <a href=\"https://laohu8.com/S/AONE.U\">one</a> (Apple) is in the information technology sector, as defined by S&amp;P Dow Jones Indices. The others are all in the communications services sector, except for Amazon, which is in the consumer discretionary sector. \n</p>\n<p>\n  So the list includes all the FAANGs, and also includes Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and other tech-oriented companies, such as Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>, Uber Technologies Inc. <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc. (ZM), which aren't yet included in the S&amp;P 500 . \n</p>\n<p>\n  Here are the 30 largest tech stocks in the Russell 1000, ranked by expected compound annual growth rates, based on consensus estimates through 2023 among analysts polled by FactSet. For three of the companies, estimates are available only through 2022, so those have two-year CAGR and are marked with asterisks after the company names. Sales estimates are in millions: \n</p>\n<pre><table><tbody><tr><td>Company</td><td>Estimated three-year sales CAGR through 2023</td><td>Estimated revenue -- calendar 2023</td><td>Estimated revenue -- calendar 2022</td><td>Estimated revenue -- calendar 2021</td><td>Revenue -- calendar 2020 </td></tr><tr><td>Square Inc. Class A SQ</td><td>40.00%</td><td>$26,062</td><td>$23,121</td><td>$20,305</td><td>$9,498 </td></tr><tr><td>Tesla Inc. TSLA</td><td>38.59%</td><td>$83,937</td><td>$68,024</td><td>$49,537</td><td>$31,536 </td></tr><tr><td>Uber Technologies Inc. UBER</td><td>35.99%</td><td>$28,011</td><td>$22,273</td><td>$15,865</td><td>$11,139 </td></tr><tr><td>Zoom Video Communications Inc. Class A ZM</td><td>31.46%</td><td>$5,498</td><td>$4,711</td><td>$3,879</td><td>$2,420 </td></tr><tr><td>Micron Technology Inc.* MU</td><td>30.21%</td><td>N/A</td><td>$38,223</td><td>$30,844</td><td>$22,544 </td></tr><tr><td><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Inc. NOW</td><td>25.42%</td><td>$8,915</td><td>$7,178</td><td>$5,741</td><td>$4,519 </td></tr><tr><td>Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">AMD</a></td><td>25.38%</td><td>$19,241</td><td>$16,957</td><td>$14,629</td><td>$9,763 </td></tr><tr><td>Facebook Inc. Class A FB</td><td>23.16%</td><td>$160,608</td><td>$138,150</td><td>$115,634</td><td>$85,965 </td></tr><tr><td>Nvidia Corp. NVDA</td><td>23.07%</td><td>$29,903</td><td>$27,069</td><td>$24,181</td><td>$16,042 </td></tr><tr><td><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. PYPL</td><td>21.20%</td><td>$38,160</td><td>$31,442</td><td>$25,853</td><td>$21,434 </td></tr><tr><td>Amazon.com Inc. AMZN</td><td>20.70%</td><td>$678,932</td><td>$581,346</td><td>$490,169</td><td>$386,064 </td></tr><tr><td>Alphabet Inc. Class C GOOG</td><td>20.12%</td><td>$316,036</td><td>$274,880</td><td>$235,732</td><td>$182,350 </td></tr><tr><td><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc. CRM</td><td>19.46%</td><td>$35,679</td><td>$30,614</td><td>$25,567</td><td>$20,930 </td></tr><tr><td>Mastercard Inc. Class A MA</td><td>18.54%</td><td>$25,485</td><td>$22,039</td><td>$18,436</td><td>$15,301 </td></tr><tr><td>Intuit Inc. INTU</td><td>17.49%</td><td>$12,580</td><td>$11,467</td><td>$10,012</td><td>$7,757 </td></tr><tr><td><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc. ADBE</td><td>16.72%</td><td>$20,899</td><td>$18,302</td><td>$15,890</td><td>$13,142 </td></tr><tr><td>Netflix Inc. NFLX</td><td>16.04%</td><td>$39,054</td><td>$34,165</td><td>$29,699</td><td>$24,996 </td></tr><tr><td><a href=\"https://laohu8.com/S/V\">Visa</a> Inc. Class A V</td><td>15.99%</td><td>$33,521</td><td>$29,303</td><td>$24,808</td><td>$21,479 </td></tr><tr><td>Applied Materials Inc. AMAT</td><td>13.44%</td><td>$26,080</td><td>$24,961</td><td>$23,011</td><td>$17,867 </td></tr><tr><td>Microsoft Corp. MSFT</td><td>12.22%</td><td>$216,639</td><td>$198,849</td><td>$176,579</td><td>$153,284 </td></tr><tr><td>Accenture <a href=\"https://laohu8.com/S/PLC\">PLC</a> Class A ACN</td><td>11.18%</td><td>$61,910</td><td>$56,917</td><td>$52,151</td><td>$45,046 </td></tr><tr><td>Qualcomm Inc. QCOM</td><td>10.20%</td><td>$35,716</td><td>$35,468</td><td>$32,908</td><td>$26,690 </td></tr><tr><td>Apple Inc. AAPL</td><td>10.13%</td><td>$392,662</td><td>$372,749</td><td>$357,917</td><td>$293,971 </td></tr><tr><td>Broadcom Inc.* AVGO</td><td>9.16%</td><td>N/A</td><td>$29,100</td><td>$27,523</td><td>$24,419 </td></tr><tr><td>Texas Instruments Inc. TXN</td><td>8.76%</td><td>$18,602</td><td>$18,186</td><td>$17,480</td><td>$14,461 </td></tr><tr><td>Fidelity National Information Services Inc. FIS</td><td>8.38%</td><td>$15,978</td><td>$14,851</td><td>$13,752</td><td>$12,552 </td></tr><tr><td>Cisco Systems Inc.* CSCO</td><td>4.54%</td><td>N/A</td><td>$52,500</td><td>$50,654</td><td>$48,038 </td></tr><tr><td><a href=\"https://laohu8.com/S/OCLCF\">Oracle Corp.</a> ORCL</td><td>3.77%</td><td>$44,140</td><td>$43,145</td><td>$41,473</td><td>$39,499 </td></tr><tr><td>International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">IBM</a></td><td>1.21%</td><td>$76,329</td><td>$75,212</td><td>$74,307</td><td>$73,620 </td></tr><tr><td>Intel Corp. INTC</td><td>-1.31%</td><td>$74,853</td><td>$72,668</td><td>$72,698</td><td>$77,867 </td></tr><tr><td>Source: FactSet </td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table></pre>\n<p>\n  Click on the tickers for more about each company, including news, business profiles price ratios and ratings. \n</p>\n<p>\n  The data is based on calendar years, since some of the companies have fiscal years that don't match the calendar. \n</p>\n<p>\n  For Cisco Systems Inc. <a href=\"https://laohu8.com/S/CSCO\">$(CSCO)$</a>, Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> and Micron Technology Inc. <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>, consensus sales estimates aren't yet available for calendar 2023. So the table has two-year estimates for sales CAGR through 2022. \n</p>\n<p>\n  This is a screen of only one set of estimates -- an important one. You should do your own research to form your own opinion about a company's long-term viability before considering an investment. \n</p>\n<p>\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  July 17, 2021 11:28 ET (15:28 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMD":"美国超微公司","AAPL":"苹果","TSLA":"特斯拉","SQ":"Block","INTC":"英特尔"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152681698","content_text":"MW These big tech stocks, including Square and Tesla, are expected to show the best sales growth as the U.S. economy expands\n\n\n  By Philip van Doorn \n\n\n  Rapid economic growth bodes well for the largest technology companies \n\n\n  You might be alarmed when you see headlines about the rising cost of living. \n\n\n  But the increase in consumer prices is a byproduct of an economy that has been stoked by the government and stimulated by the Federal Reserve in an unprecedented way. This economic expansion may last for years, and can be expected to benefit the largest technology companies. \n\n\n  Below is a list of the 30 largest technology companies in the Russell 1000 Index and their expected sales growth rates through 2023. Sales growth has been a critical driver for tech-oriented growth investors. \n\n\n  Read: The cost of living posts biggest surge since 2008, U.S. CPI shows, as inflation spreads through economy  \n\n\n  The headline, above, can lead to worries that rising inflation will cause a reversal of the Federal Reserve's policies that keep interest rates low. The fear of advancing interest rates can cause a quick reversal of a bull market for stocks, but this type of negative reaction has been temporary during the years following the credit crisis of 2008. \n\n\n  Investors also need to keep in mind that keeping long-term interest rates low is very much in the government's interest to hold down the cost of borrowing. Looking back to the end of 2019, before the coronavirus pandemic led to drastic measures to lower interest rates, the yield on 10-year U.S. Treasury notes was 1.92%. That can hardly be considered high -- at the end of 2007, the 10-year yield was 4.04%. \n\n\n  So be ready for a jittery market when the Federal Reserve makes a clear signal of a policy change, but don't panic. We've seen this before. You might remember the \"taper tantrum\" being bandied about in the financial media before the Fed began lifting short-term rates late in 2015 (after lowering the federal funds target rate to a range of zero to 0.25% in December 2008). There were brief and minor pullbacks for the S&P 500 Index before and after the December 2015 tapering -- they were soon forgotten by long-term investors. \n\n\n  Screen of big-tech sales growth \n\n\n  The following is a list of the 30 largest tech stocks in the Russell 1000 Index . We have defined \"tech stocks\" broadly. Among the FAANG stocks -- Facebook Inc. (FB), Amazon.com Inc. $(AMZN)$, Apple Inc. $(AAPL)$, Netflix Inc. $(NFLX)$ and Google holding company Alphabet Inc. $(GOOGL)$(GOOGL) -- only one (Apple) is in the information technology sector, as defined by S&P Dow Jones Indices. The others are all in the communications services sector, except for Amazon, which is in the consumer discretionary sector. \n\n\n  So the list includes all the FAANGs, and also includes Tesla Inc. $(TSLA)$ and other tech-oriented companies, such as Square Inc. $(SQ)$, Uber Technologies Inc. $(UBER)$ and Zoom Video Communications Inc. (ZM), which aren't yet included in the S&P 500 . \n\n\n  Here are the 30 largest tech stocks in the Russell 1000, ranked by expected compound annual growth rates, based on consensus estimates through 2023 among analysts polled by FactSet. For three of the companies, estimates are available only through 2022, so those have two-year CAGR and are marked with asterisks after the company names. Sales estimates are in millions: \n\nCompanyEstimated three-year sales CAGR through 2023Estimated revenue -- calendar 2023Estimated revenue -- calendar 2022Estimated revenue -- calendar 2021Revenue -- calendar 2020 Square Inc. Class A SQ40.00%$26,062$23,121$20,305$9,498 Tesla Inc. TSLA38.59%$83,937$68,024$49,537$31,536 Uber Technologies Inc. UBER35.99%$28,011$22,273$15,865$11,139 Zoom Video Communications Inc. Class A ZM31.46%$5,498$4,711$3,879$2,420 Micron Technology Inc.* MU30.21%N/A$38,223$30,844$22,544 ServiceNow Inc. NOW25.42%$8,915$7,178$5,741$4,519 Advanced Micro Devices Inc. AMD25.38%$19,241$16,957$14,629$9,763 Facebook Inc. Class A FB23.16%$160,608$138,150$115,634$85,965 Nvidia Corp. NVDA23.07%$29,903$27,069$24,181$16,042 PayPal Holdings Inc. PYPL21.20%$38,160$31,442$25,853$21,434 Amazon.com Inc. AMZN20.70%$678,932$581,346$490,169$386,064 Alphabet Inc. Class C GOOG20.12%$316,036$274,880$235,732$182,350 Salesforce.com Inc. CRM19.46%$35,679$30,614$25,567$20,930 Mastercard Inc. Class A MA18.54%$25,485$22,039$18,436$15,301 Intuit Inc. INTU17.49%$12,580$11,467$10,012$7,757 Adobe Inc. ADBE16.72%$20,899$18,302$15,890$13,142 Netflix Inc. NFLX16.04%$39,054$34,165$29,699$24,996 Visa Inc. Class A V15.99%$33,521$29,303$24,808$21,479 Applied Materials Inc. AMAT13.44%$26,080$24,961$23,011$17,867 Microsoft Corp. MSFT12.22%$216,639$198,849$176,579$153,284 Accenture PLC Class A ACN11.18%$61,910$56,917$52,151$45,046 Qualcomm Inc. QCOM10.20%$35,716$35,468$32,908$26,690 Apple Inc. AAPL10.13%$392,662$372,749$357,917$293,971 Broadcom Inc.* AVGO9.16%N/A$29,100$27,523$24,419 Texas Instruments Inc. TXN8.76%$18,602$18,186$17,480$14,461 Fidelity National Information Services Inc. FIS8.38%$15,978$14,851$13,752$12,552 Cisco Systems Inc.* CSCO4.54%N/A$52,500$50,654$48,038 Oracle Corp. ORCL3.77%$44,140$43,145$41,473$39,499 International Business Machines Corp. IBM1.21%$76,329$75,212$74,307$73,620 Intel Corp. INTC-1.31%$74,853$72,668$72,698$77,867 Source: FactSet \n\n  Click on the tickers for more about each company, including news, business profiles price ratios and ratings. \n\n\n  The data is based on calendar years, since some of the companies have fiscal years that don't match the calendar. \n\n\n  For Cisco Systems Inc. $(CSCO)$, Broadcom Inc. $(AVGO)$ and Micron Technology Inc. $(MU)$, consensus sales estimates aren't yet available for calendar 2023. So the table has two-year estimates for sales CAGR through 2022. \n\n\n  This is a screen of only one set of estimates -- an important one. You should do your own research to form your own opinion about a company's long-term viability before considering an investment. \n\n\n  -Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  July 17, 2021 11:28 ET (15:28 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142385778,"gmtCreate":1626132814194,"gmtModify":1703753849556,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Big week ahead!","listText":"Big week ahead!","text":"Big week ahead!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142385778","repostId":"1119839711","repostType":2,"repost":{"id":"1119839711","kind":"news","pubTimestamp":1626126339,"share":"https://ttm.financial/m/news/1119839711?lang=&edition=fundamental","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<blockquote>\n <b>Dow ends just shy of 35,000 milestone.</b>\n</blockquote>\n<p>The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p>\n<p>The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p>\n<p><b>How did stock benchmarks end?</b></p>\n<ul>\n <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>\n <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>\n <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li>\n</ul>\n<p>On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p>\n<p><b>What drove the market?</b></p>\n<p>Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p>\n<p>“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p>\n<p>“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p>\n<p>Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p>\n<p>Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p>\n<p>Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p>\n<p>Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p>\n<p>Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p>\n<p>“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p>\n<p>“Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p>\n<p>“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p>\n<p>No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p>\n<p>Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p>\n<p>“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p>\n<p>“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p>\n<p><b>Which companies were in focus?</b></p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>\n <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>\n <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>\n <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>\n <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>\n <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>\n <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>\n <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>\n <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li>\n</ul>\n<p><b>How did other assets trade?</b></p>\n<ul>\n <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>\n <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>\n <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>\n <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li>\n</ul>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 05:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883013142,"gmtCreate":1631188096686,"gmtModify":1676530490948,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>buy the dip?","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>buy the dip?","text":"$Clover Health Corp(CLOV)$buy the dip?","images":[{"img":"https://static.tigerbbs.com/c8b18d7a5372d710cdfcbf28c11fef75","width":"1080","height":"2963"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883013142","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":835688802,"gmtCreate":1629711337706,"gmtModify":1676530107653,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Hope this is the start of a good week for crypto..good signs","listText":"Hope this is the start of a good week for crypto..good signs","text":"Hope this is the start of a good week for crypto..good signs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835688802","repostId":"1163822738","repostType":2,"repost":{"id":"1163822738","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629705716,"share":"https://ttm.financial/m/news/1163822738?lang=&edition=fundamental","pubTime":"2021-08-23 16:01","market":"us","language":"en","title":"Crypto stocks surged in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163822738","media":"Tiger Newspress","summary":"Crypto stocks surged in premarket trading after bitcoin topping $50,000 and hitting a more than 3-mo","content":"<p>Crypto stocks surged in premarket trading&nbsp;after&nbsp;bitcoin topping $50,000&nbsp;and&nbsp;hitting a more than 3-month high.</p>\n<p><img src=\"https://static.tigerbbs.com/38f213c02dd7bee705c3d9ff9e8e5884\" tg-width=\"368\" tg-height=\"426\" width=\"100%\" height=\"auto\"></p>\n<p>Bitcoin topped $50,000 for the first time since May as crypto prices continued an ongoing recovery from a disorderly rout just three months ago.</p>\n<p>The largest virtual coin advanced 3.5% to $50,122 in early London trading on Monday, with other tokens including Ether and Cardano’s ADA also rising.</p>\n<p>The revival in virtual currencies has excited the animal spirits of the crypto faithful, putting&nbsp;predictions&nbsp;of $100,000 or more for Bitcoin back in vogue. Others see the volatile asset carving out a wider trading range for now.</p>\n<p>“We’re seeing some very bullish signs here,” said Vijay Ayyar, head of Asia-Pacific with crypto exchange Luno in Singapore. Bitcoin could “test all-time highs again” after pushing past levels that some had seen as major challenges.</p>\n<p><img src=\"https://static.tigerbbs.com/9b64c808e1f6607915dc172a942e1008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>Market sentiment also benefited from PayPal Inc.’s&nbsp;announcement&nbsp;that it will allow U.K. customers to make crypto transactions. It’s the first international expansion of PayPal’s crypto service beyond the U.S., and another hint at wider adoption of the industry.</p>\n<p>In April, Bitcoin hit a record of almost $65,000, driven by a tide of liquidity, fast-money bets and optimism about growing demand from institutional investors. Supportive views from billionaire Elon Musk and the direct listing of digital-currency platform&nbsp;Coinbase Global Inc.&nbsp;also fueled optimism.</p>\n<p>But more critical opinions later emerged, including an about-face from Musk, focused in part on the environmental cost of the energy consumed by the computers that underpin Bitcoin. A cryptocurrency crackdown in China also soured the mood. Bitcoin tumbled below $30,000 after a crypto rout in May.</p>\n<p><b>$2.2 Trillion</b></p>\n<p>The recovery since then has seen the value of the crypto universe tracked by CoinGecko reach about $2.2 trillion from $1.2 trillion a month ago.</p>\n<p>Bulls haven taken heart from more recent comments from Musk and&nbsp;Ark Investment Management LLC’s Cathie Wood, as well as speculation over&nbsp;Amazon.com Inc.’s possible involvement in the cryptocurrency sector.</p>\n<p>Musk last month said he’d like to see the token succeed and that he personally has bought Bitcoin, Ethereum and Dogecoin. Ark’s Wood said corporations should consider adding Bitcoin to their balance sheets.</p>\n<p>The hash rate -- a measure of the computational power being put toward the Bitcoin network -- has also rebounded from early-July lows, in a sign that the sector is adjusting after disruptions caused by China’s clampdown.</p>\n<p><img src=\"https://static.tigerbbs.com/18e6266bdc63062ae70d96bf961af4ef\" tg-width=\"725\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p>Bitcoin is “getting nearer the higher end of what I expect as a new trading range in the low-$40,000s to low-$50,000s,” Rick Bensignor, chief executive officer at Bensignor Investment Strategies, wrote in a note Monday.</p>\n<p>Ether has also been climbing, boosted by an upgrade to its underlyingnetworkthat signals a more constrained supply of the token. The&nbsp;ADA&nbsp;coin linked to the Cardano blockchain has surged of late into third spot on technological enhancements that may make the network more useful.</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>Crypto stocks surged in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto stocks surged in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-23 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Crypto stocks surged in premarket trading&nbsp;after&nbsp;bitcoin topping $50,000&nbsp;and&nbsp;hitting a more than 3-month high.</p>\n<p><img src=\"https://static.tigerbbs.com/38f213c02dd7bee705c3d9ff9e8e5884\" tg-width=\"368\" tg-height=\"426\" width=\"100%\" height=\"auto\"></p>\n<p>Bitcoin topped $50,000 for the first time since May as crypto prices continued an ongoing recovery from a disorderly rout just three months ago.</p>\n<p>The largest virtual coin advanced 3.5% to $50,122 in early London trading on Monday, with other tokens including Ether and Cardano’s ADA also rising.</p>\n<p>The revival in virtual currencies has excited the animal spirits of the crypto faithful, putting&nbsp;predictions&nbsp;of $100,000 or more for Bitcoin back in vogue. Others see the volatile asset carving out a wider trading range for now.</p>\n<p>“We’re seeing some very bullish signs here,” said Vijay Ayyar, head of Asia-Pacific with crypto exchange Luno in Singapore. Bitcoin could “test all-time highs again” after pushing past levels that some had seen as major challenges.</p>\n<p><img src=\"https://static.tigerbbs.com/9b64c808e1f6607915dc172a942e1008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>Market sentiment also benefited from PayPal Inc.’s&nbsp;announcement&nbsp;that it will allow U.K. customers to make crypto transactions. It’s the first international expansion of PayPal’s crypto service beyond the U.S., and another hint at wider adoption of the industry.</p>\n<p>In April, Bitcoin hit a record of almost $65,000, driven by a tide of liquidity, fast-money bets and optimism about growing demand from institutional investors. Supportive views from billionaire Elon Musk and the direct listing of digital-currency platform&nbsp;Coinbase Global Inc.&nbsp;also fueled optimism.</p>\n<p>But more critical opinions later emerged, including an about-face from Musk, focused in part on the environmental cost of the energy consumed by the computers that underpin Bitcoin. A cryptocurrency crackdown in China also soured the mood. Bitcoin tumbled below $30,000 after a crypto rout in May.</p>\n<p><b>$2.2 Trillion</b></p>\n<p>The recovery since then has seen the value of the crypto universe tracked by CoinGecko reach about $2.2 trillion from $1.2 trillion a month ago.</p>\n<p>Bulls haven taken heart from more recent comments from Musk and&nbsp;Ark Investment Management LLC’s Cathie Wood, as well as speculation over&nbsp;Amazon.com Inc.’s possible involvement in the cryptocurrency sector.</p>\n<p>Musk last month said he’d like to see the token succeed and that he personally has bought Bitcoin, Ethereum and Dogecoin. Ark’s Wood said corporations should consider adding Bitcoin to their balance sheets.</p>\n<p>The hash rate -- a measure of the computational power being put toward the Bitcoin network -- has also rebounded from early-July lows, in a sign that the sector is adjusting after disruptions caused by China’s clampdown.</p>\n<p><img src=\"https://static.tigerbbs.com/18e6266bdc63062ae70d96bf961af4ef\" tg-width=\"725\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p>\n<p>Bitcoin is “getting nearer the higher end of what I expect as a new trading range in the low-$40,000s to low-$50,000s,” Rick Bensignor, chief executive officer at Bensignor Investment Strategies, wrote in a note Monday.</p>\n<p>Ether has also been climbing, boosted by an upgrade to its underlyingnetworkthat signals a more constrained supply of the token. The&nbsp;ADA&nbsp;coin linked to the Cardano blockchain has surged of late into third spot on technological enhancements that may make the network more useful.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","RIOT":"Riot Platforms","BTBT":"Bit Digital, Inc.","BTCM":"BIT Mining","CAN":"嘉楠科技","SOS":"SOS Limited","NCTY":"第九城市","SQ":"Block","MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","GBTC":"Grayscale Bitcoin Trust","EBON":"亿邦国际"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163822738","content_text":"Crypto stocks surged in premarket trading after bitcoin topping $50,000 and hitting a more than 3-month high.\n\nBitcoin topped $50,000 for the first time since May as crypto prices continued an ongoing recovery from a disorderly rout just three months ago.\nThe largest virtual coin advanced 3.5% to $50,122 in early London trading on Monday, with other tokens including Ether and Cardano’s ADA also rising.\nThe revival in virtual currencies has excited the animal spirits of the crypto faithful, putting predictions of $100,000 or more for Bitcoin back in vogue. Others see the volatile asset carving out a wider trading range for now.\n“We’re seeing some very bullish signs here,” said Vijay Ayyar, head of Asia-Pacific with crypto exchange Luno in Singapore. Bitcoin could “test all-time highs again” after pushing past levels that some had seen as major challenges.\n\nMarket sentiment also benefited from PayPal Inc.’s announcement that it will allow U.K. customers to make crypto transactions. It’s the first international expansion of PayPal’s crypto service beyond the U.S., and another hint at wider adoption of the industry.\nIn April, Bitcoin hit a record of almost $65,000, driven by a tide of liquidity, fast-money bets and optimism about growing demand from institutional investors. Supportive views from billionaire Elon Musk and the direct listing of digital-currency platform Coinbase Global Inc. also fueled optimism.\nBut more critical opinions later emerged, including an about-face from Musk, focused in part on the environmental cost of the energy consumed by the computers that underpin Bitcoin. A cryptocurrency crackdown in China also soured the mood. Bitcoin tumbled below $30,000 after a crypto rout in May.\n$2.2 Trillion\nThe recovery since then has seen the value of the crypto universe tracked by CoinGecko reach about $2.2 trillion from $1.2 trillion a month ago.\nBulls haven taken heart from more recent comments from Musk and Ark Investment Management LLC’s Cathie Wood, as well as speculation over Amazon.com Inc.’s possible involvement in the cryptocurrency sector.\nMusk last month said he’d like to see the token succeed and that he personally has bought Bitcoin, Ethereum and Dogecoin. Ark’s Wood said corporations should consider adding Bitcoin to their balance sheets.\nThe hash rate -- a measure of the computational power being put toward the Bitcoin network -- has also rebounded from early-July lows, in a sign that the sector is adjusting after disruptions caused by China’s clampdown.\n\nBitcoin is “getting nearer the higher end of what I expect as a new trading range in the low-$40,000s to low-$50,000s,” Rick Bensignor, chief executive officer at Bensignor Investment Strategies, wrote in a note Monday.\nEther has also been climbing, boosted by an upgrade to its underlyingnetworkthat signals a more constrained supply of the token. The ADA coin linked to the Cardano blockchain has surged of late into third spot on technological enhancements that may make the network more useful.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830306346,"gmtCreate":1629007164585,"gmtModify":1676529909847,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Good article. Keeping things in perspective, all are great stocks","listText":"Good article. Keeping things in perspective, all are great stocks","text":"Good article. Keeping things in perspective, all are great stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830306346","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802881485,"gmtCreate":1627750475347,"gmtModify":1703495464697,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Hope for more gains next week","listText":"Hope for more gains next week","text":"Hope for more gains next week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802881485","repostId":"1137888611","repostType":2,"repost":{"id":"1137888611","kind":"news","pubTimestamp":1627688479,"share":"https://ttm.financial/m/news/1137888611?lang=&edition=fundamental","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<blockquote>\n NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n</blockquote>\n<p>Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p>\n<p>Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p>\n<p>Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p>\n<p>So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p>\n<p>When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p>\n<p>The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p>\n<p>Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p>\n<p>Volume growth will depend on the availability of other parts in the global supply chain, he said.</p>\n<p>Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p>\n<p>Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926386135,"gmtCreate":1671465927328,"gmtModify":1676538541355,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$ &nbsp;</a>close to a hopeless investment&nbsp;","listText":"<a href=\"https://ttm.financial/S/SKLZ\">$Skillz Inc(SKLZ)$ &nbsp;</a>close to a hopeless investment&nbsp;","text":"$Skillz Inc(SKLZ)$ close to a hopeless investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926386135","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813311879,"gmtCreate":1630130683091,"gmtModify":1676530232377,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Good chance of future sustained growth","listText":"Good chance of future sustained growth","text":"Good chance of future sustained growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813311879","repostId":"1162964424","repostType":2,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://ttm.financial/m/news/1162964424?lang=&edition=fundamental","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year  should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p>\n<p>IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p>\n<p>Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p>\n<p><b>What happened?</b></p>\n<p>The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p>\n<p>It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p>\n<p><b>A quote from Jim Cramer</b></p>\n<p>One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p>\n<p>Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The impact to the P&amp;L</b></p>\n<p>Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p>\n<p>Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p>\n<p>However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p>\n<p>The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899557516,"gmtCreate":1628207934335,"gmtModify":1703503063314,"author":{"id":"3563672045211925","authorId":"3563672045211925","name":"balm","avatar":"https://static.tigerbbs.com/0b3156e053d7ec11324d42163b84c2d1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563672045211925","authorIdStr":"3563672045211925"},"themes":[],"htmlText":"Good prospects","listText":"Good prospects","text":"Good prospects","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899557516","repostId":"1194369383","repostType":4,"repost":{"id":"1194369383","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628207565,"share":"https://ttm.financial/m/news/1194369383?lang=&edition=fundamental","pubTime":"2021-08-06 07:52","market":"us","language":"en","title":"Virgin Galactic posted Q2 results and reopened ticket sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1194369383","media":"Tiger Newspress","summary":"Virgin Galactic delivered second-quarter results after the market closed on Thursday and announced t","content":"<p>Virgin Galactic&nbsp;delivered second-quarter results after the market closed on Thursday and announced that it will reopen ticket sales, with pricing beginning at $450,000 per seat.</p>\n<p>\"We have a purposeful range of product offerings in order to satisfy the different ways people will want to share this experience of private astronaut flights,\" Virgin Galactic CEO Michael Colglazier said during the company's second quarter conference call.</p>\n<p>The company also announced its next spaceflight test is targeting late September from Spaceport America in New Mexico, carrying members of the Italian Air Force.</p>\n<p>Shares of Virgin Galactic rose 5.1% in after-hours trading from its close of $31.53.</p>\n<p><img src=\"https://static.tigerbbs.com/4895fe47826635f1f7aa9ee76ebc69c5\" tg-width=\"899\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p>\n<p>Virgin Galactic reported an adjusted EBITDA loss of $56 million in the second quarter, just above the loss of $55.9 million in the prior quarter. It generated $571,000 of revenue in the second quarter, coming from the scientific research experiments onboard its May spaceflight test.</p>\n<p>The company flew two spaceflight tests during the quarter, with&nbsp;the first marking its debut from Spaceport America in New Mexico. The second flight&nbsp;carried founder&nbsp;Richard Branson&nbsp;and three other mission specialists to test the vehicle's cabin.</p>\n<p>The company’s leadership previously announced that it would fly two more tests of spacecraft VSS Unity, with the first carrying another four “mission specialists” and the second flying members of the Italian Air Force. Branson had announced after his spaceflight that former Virgin Galactic CEO&nbsp;George Whitesides would fly on the company’s next spaceflight test, as CNBC reported last month. But that plan appears to have changed with the Italian spaceflight, designated as the Unity 23 flight, now scheduled next.</p>\n<p>Virgin Galactic will then pause spaceflight operations for a previously announced “enhancement period,” before then launching its Unity 24 spaceflight test. Then, with the Unity 25 flight, Virgin Galactic expects to begin commercial services with its first non-development flight.</p>\n<p>Colglazier said during the shareholder call that the enhancement period, which will focus on refurbishing and reinforcing its jet-powered carrier aircraft VMS Eve, will run from after Unity 23 in September until mid-2022. That pushes back the company’s beginning of commercial service, as Virgin Galactic was targeting early 2022 for its first private customer spaceflight.</p>\n<p>A Virgin Galactic spokesperson told CNBC that the Unity 25 mission is targeting late third quarter 2022.</p>\n<p>The space tourism company is conducting the spaceflight tests as the final step in developing its vehicle. The company has about 600 reservations for tickets on future flights, with those tickets sold largely between $200,000 and $250,000 each.</p>\n<p>Virgin Galactic will have three different sales offerings, starting at $450,000 a seat, for space tourists: A single seat purchase, packaged seats for couples, friends or family, or opportunities to book entire flights. The company noted that sales will initially prioritize Virgin Galactic’s “significant list of early hand-raisers,” with a “follow-on priority list” to be opened for new customers.</p>\n<p>Its spacecraft VSS Unity was designed to carry six passengers — in addition to two pilots — but the vehicle is now outfitted to carry four, with Virgin Galactic confirming that its spaceflight with Branson represented a “fully crewed” launch.</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>Virgin Galactic posted Q2 results and reopened ticket sales</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\">\nVirgin Galactic posted Q2 results and reopened ticket sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-06 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Virgin Galactic&nbsp;delivered second-quarter results after the market closed on Thursday and announced that it will reopen ticket sales, with pricing beginning at $450,000 per seat.</p>\n<p>\"We have a purposeful range of product offerings in order to satisfy the different ways people will want to share this experience of private astronaut flights,\" Virgin Galactic CEO Michael Colglazier said during the company's second quarter conference call.</p>\n<p>The company also announced its next spaceflight test is targeting late September from Spaceport America in New Mexico, carrying members of the Italian Air Force.</p>\n<p>Shares of Virgin Galactic rose 5.1% in after-hours trading from its close of $31.53.</p>\n<p><img src=\"https://static.tigerbbs.com/4895fe47826635f1f7aa9ee76ebc69c5\" tg-width=\"899\" tg-height=\"637\" width=\"100%\" height=\"auto\"></p>\n<p>Virgin Galactic reported an adjusted EBITDA loss of $56 million in the second quarter, just above the loss of $55.9 million in the prior quarter. It generated $571,000 of revenue in the second quarter, coming from the scientific research experiments onboard its May spaceflight test.</p>\n<p>The company flew two spaceflight tests during the quarter, with&nbsp;the first marking its debut from Spaceport America in New Mexico. The second flight&nbsp;carried founder&nbsp;Richard Branson&nbsp;and three other mission specialists to test the vehicle's cabin.</p>\n<p>The company’s leadership previously announced that it would fly two more tests of spacecraft VSS Unity, with the first carrying another four “mission specialists” and the second flying members of the Italian Air Force. Branson had announced after his spaceflight that former Virgin Galactic CEO&nbsp;George Whitesides would fly on the company’s next spaceflight test, as CNBC reported last month. But that plan appears to have changed with the Italian spaceflight, designated as the Unity 23 flight, now scheduled next.</p>\n<p>Virgin Galactic will then pause spaceflight operations for a previously announced “enhancement period,” before then launching its Unity 24 spaceflight test. Then, with the Unity 25 flight, Virgin Galactic expects to begin commercial services with its first non-development flight.</p>\n<p>Colglazier said during the shareholder call that the enhancement period, which will focus on refurbishing and reinforcing its jet-powered carrier aircraft VMS Eve, will run from after Unity 23 in September until mid-2022. That pushes back the company’s beginning of commercial service, as Virgin Galactic was targeting early 2022 for its first private customer spaceflight.</p>\n<p>A Virgin Galactic spokesperson told CNBC that the Unity 25 mission is targeting late third quarter 2022.</p>\n<p>The space tourism company is conducting the spaceflight tests as the final step in developing its vehicle. The company has about 600 reservations for tickets on future flights, with those tickets sold largely between $200,000 and $250,000 each.</p>\n<p>Virgin Galactic will have three different sales offerings, starting at $450,000 a seat, for space tourists: A single seat purchase, packaged seats for couples, friends or family, or opportunities to book entire flights. The company noted that sales will initially prioritize Virgin Galactic’s “significant list of early hand-raisers,” with a “follow-on priority list” to be opened for new customers.</p>\n<p>Its spacecraft VSS Unity was designed to carry six passengers — in addition to two pilots — but the vehicle is now outfitted to carry four, with Virgin Galactic confirming that its spaceflight with Branson represented a “fully crewed” launch.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194369383","content_text":"Virgin Galactic delivered second-quarter results after the market closed on Thursday and announced that it will reopen ticket sales, with pricing beginning at $450,000 per seat.\n\"We have a purposeful range of product offerings in order to satisfy the different ways people will want to share this experience of private astronaut flights,\" Virgin Galactic CEO Michael Colglazier said during the company's second quarter conference call.\nThe company also announced its next spaceflight test is targeting late September from Spaceport America in New Mexico, carrying members of the Italian Air Force.\nShares of Virgin Galactic rose 5.1% in after-hours trading from its close of $31.53.\n\nVirgin Galactic reported an adjusted EBITDA loss of $56 million in the second quarter, just above the loss of $55.9 million in the prior quarter. It generated $571,000 of revenue in the second quarter, coming from the scientific research experiments onboard its May spaceflight test.\nThe company flew two spaceflight tests during the quarter, with the first marking its debut from Spaceport America in New Mexico. The second flight carried founder Richard Branson and three other mission specialists to test the vehicle's cabin.\nThe company’s leadership previously announced that it would fly two more tests of spacecraft VSS Unity, with the first carrying another four “mission specialists” and the second flying members of the Italian Air Force. Branson had announced after his spaceflight that former Virgin Galactic CEO George Whitesides would fly on the company’s next spaceflight test, as CNBC reported last month. But that plan appears to have changed with the Italian spaceflight, designated as the Unity 23 flight, now scheduled next.\nVirgin Galactic will then pause spaceflight operations for a previously announced “enhancement period,” before then launching its Unity 24 spaceflight test. Then, with the Unity 25 flight, Virgin Galactic expects to begin commercial services with its first non-development flight.\nColglazier said during the shareholder call that the enhancement period, which will focus on refurbishing and reinforcing its jet-powered carrier aircraft VMS Eve, will run from after Unity 23 in September until mid-2022. That pushes back the company’s beginning of commercial service, as Virgin Galactic was targeting early 2022 for its first private customer spaceflight.\nA Virgin Galactic spokesperson told CNBC that the Unity 25 mission is targeting late third quarter 2022.\nThe space tourism company is conducting the spaceflight tests as the final step in developing its vehicle. The company has about 600 reservations for tickets on future flights, with those tickets sold largely between $200,000 and $250,000 each.\nVirgin Galactic will have three different sales offerings, starting at $450,000 a seat, for space tourists: A single seat purchase, packaged seats for couples, friends or family, or opportunities to book entire flights. The company noted that sales will initially prioritize Virgin Galactic’s “significant list of early hand-raisers,” with a “follow-on priority list” to be opened for new customers.\nIts spacecraft VSS Unity was designed to carry six passengers — in addition to two pilots — but the vehicle is now outfitted to carry four, with Virgin Galactic confirming that its spaceflight with Branson represented a “fully crewed” launch.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}