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Daytraderz
2023-12-09
$MBIA Inc(MBI)$
$8 per share dividend is this for real
Daytraderz
2023-05-05
Im holding my QQQ short with no stop loss
All-Time Danger
Daytraderz
2023-06-08
Trade whats infront of u
Palantir Stock: Get Out ASAP (Rating Downgrade)
Daytraderz
2023-05-27
$Palantir Technologies Inc.(PLTR)$
All the bagholders finally see the light
Daytraderz
2023-05-04
Macro economics
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Daytraderz
2023-08-08
$Invesco QQQ Trust-ETF(QQQ)$
Daytraderz
2023-06-10
$Invesco QQQ Trust(QQQ)$
Risk to reward ratio is higer now on the short side
Daytraderz
2023-06-10
$Invesco QQQ Trust(QQQ)$
Daytraderz
2023-05-18
Wheres all the talk about recession and interest rate
Hedge Funds Are Doubling Down on Chip Stocks Like Nvidia, AMD
Daytraderz
2021-06-08
Management is the key to growth.
Telsa Executive and Top Musk Lieutenant Has Left the Company
Daytraderz
2021-07-02
Looks like gona break 700
Tesla shares stood at $700 for the first time since May 3
Daytraderz
2022-03-19
$Tiger Brokers(TIGR)$
Suddenly the shorts very quiet
Daytraderz
2021-08-14
tesla to the moon
Tesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing
Daytraderz
2023-12-22
If feds starts cutting rates means economy is gloomy
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Daytraderz
2023-01-28
$Lucid Group Inc(LCID)$
Daytraderz
2022-06-09
Buy the next dip
Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games
Daytraderz
2022-03-03
$Sea Ltd(SE)$
Drop drop drop to the SEA
Daytraderz
09-23
Btc is bullish but what about mara
Go to Tiger App to see more news
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is the key. stay invested in the market and toto both at the same time. Who knows u will double ur wealth when the time comes","listText":"Diversity is the key. stay invested in the market and toto both at the same time. Who knows u will double ur wealth when the time comes","text":"Diversity is the key. stay invested in the market and toto both at the same time. Who knows u will double ur wealth when the time comes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371189914603672","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352575088038144,"gmtCreate":1727096674962,"gmtModify":1727096678735,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Btc is bullish but what about mara","listText":"Btc is bullish but what about mara","text":"Btc is bullish but what about mara","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352575088038144","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348254750216336,"gmtCreate":1726029174544,"gmtModify":1726029178906,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Market already pricing in rate cuts. So better cpi we know will get us a minimum of 25 basis points rate cut. Question is will the cpi numbers show inflation rate has come down or it remain high","listText":"Market already pricing in rate cuts. So better cpi we know will get us a minimum of 25 basis points rate cut. Question is will the cpi numbers show inflation rate has come down or it remain high","text":"Market already pricing in rate cuts. So better cpi we know will get us a minimum of 25 basis points rate cut. Question is will the cpi numbers show inflation rate has come down or it remain high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348254750216336","repostId":"1184914030","repostType":2,"repost":{"id":"1184914030","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726020000,"share":"https://ttm.financial/m/news/1184914030?lang=&edition=fundamental","pubTime":"2024-09-11 10:00","market":"us","language":"en","title":"CPI Inflation Data Wednesday Could Be Crucial in Deciding Fed’s Next Rate Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1184914030","media":"Dow Jones","summary":"‘Broadly speaking, the weaker this number, the better for markets’: strategistThe August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in","content":"<html><head></head><body><p>‘Broadly speaking, the weaker this number, the better for markets’: strategist</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f31cef38e1a4365d56b0c3e3fe7aca23\" alt=\"The August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in four years.\" title=\"The August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in four years.\" tg-width=\"922\" tg-height=\"639\"/><span>The August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in four years.</span></p><p>Weakness in the labor market has Wall Street on edge ahead of Wednesday’s inflation update, which should provide more clues as to how big a pair of scissors the Federal Reserve might take to interest rates next week.</p><p style=\"text-align: start;\">After a blip earlier this year, inflation readings lately have been easing in the right direction, allowing the Federal Reserve to focus on the health of the labor market and opening the door to rate cuts for the first time in four years.</p><p>Fed Chair Jerome Powell’s August speech at the Jackson Hole Economic Symposium set the table for a likely rate cut at the conclusion of the central bank’s Sept. 17-18 policy meeting. But how much the Fed will — or should — cut rates by remains an open question on Wall Street.</p><p>“My view is they start with 25 basis points in rate reductions next week,” said Oscar Munoz, chief U.S. macro strategist at TD Securities. “But I wouldn’t push back too hard on 50.”</p><p>The Fed’s short-term policy rate has been sitting near its highest level in two decades, raising borrowing costs for families, businesses and even the U.S. government. The hope has been that elevated rates would help tame inflation without derailing the economy.</p><p>Traders on Tuesday were putting the odds of an ordinary rate cut of 25 basis points at next week’s meeting at about 70%, according to the CME’s FedWatch Tool. The odds of a cut double that size were closer to 30%.</p><h3 id=\"id_630581289\" style=\"text-align: start;\">CPI in focus</h3><p style=\"text-align: start;\">“Wednesday’s CPI could be the deciding factor in whether the Fed decides to cut 50 bps [next] week or 25 bps,” said Tom Essaye, founder of Sevens Report Research, in a Monday note. “Broadly speaking, the weaker this number, the better for markets and the greater the chance the Fed does cut 50 bps. And regardless of recent growth data, the market will generally welcome the bigger expected rate cut.”</p><p style=\"text-align: start;\">The August consumer-price index is expected to rise 0.2%, bringing the year-over-year rate of inflation down to 2.6% from 2.9% in July, according to a Wall Street Journal survey of economists. The more closely watched core rate, which excludes volatile food and energy prices, is also seen moving up 0.2%, which would leave the year-over-year rate unchanged at 3.2%.</p><p>“I don’t know why they wouldn’t go 50,” said Chris Diaz, portfolio manager and co-head of global taxable fixed income at Brown Advisory, in an interview with MarketWatch. “But that’s the big debate in the market right now.”</p><p>Diaz said Wednesday’s August CPI clearly looks to be less important than inflation readings have been in recent months. But he’ll still be watching the shelter and “supercore” components of the reading for clues as to what the Fed might do with rates.</p><p style=\"text-align: start;\">Munoz at TD Securities said that while inflation still isn’t back to the Fed’s 2% yearly target, all the August CPI reading needs to do is to avoid extremes to keep market volatility in check.</p><p style=\"text-align: start;\">“The risk is we’ve rallied quite a bit,” Munoz said of stocks in anticipation of significant rate cuts from the Fed this year and into 2025.</p><p style=\"text-align: start;\">Despite a weakening U.S. economy and a rough start to September for markets, the S&P 500 was up 15.2% on the year as of Tuesday’s close, while the Dow Jones Industrial Average was 8.1% higher and the Nasdaq Composite was up 13.4%, according to FactSet.</p><p style=\"text-align: start;\">Diaz said he supports a larger rate cut because of his concerns about the labor market. While the economy has continued adding jobs each month, there have been surprising downward revisions to earlier payroll estimates, as well as a concentration of new jobs in the government, healthcare and education sectors — all areas that tend to be noncyclical and less sensitive to the strength of the economy.</p><p style=\"text-align: start;\">“I do think there is reason to be really concerned about the jobs market,” Diaz said.</p><h3 id=\"id_2758208976\" style=\"text-align: start;\">Stocks and jobs</h3><p style=\"text-align: start;\">Stocks have been volatile since early August, after a surprisingly weak July jobs report put investors on alert about a slowing labor market. It also sparked questions about whether the Fed had waited too long to pivot to rate cuts.</p><p>Powell’s Jackson Hole speech in late August was notable for putting inflation concerns on the back burner, while signaling the central bank’s limited tolerance for further weakening in the jobs market.</p><p style=\"text-align: start;\">“Powell was very clear in his Jackson Hole remarks that the emphasis has shifted and the labor market has become more important than inflation,” said Marc Chandler, chief market strategist at Bannockburn Global Forex in New York.</p><p style=\"text-align: start;\">If August’s nonfarm-payrolls report released on Sept. 6 didn’t clear a path to a 50-basis-point Fed rate cut, “it seems unlikely the CPI data will,” Chandler said by phone.</p><p style=\"text-align: start;\">To that end, an as-expected monthly core rate of 0.2% for August wouldn’t be enough to move the needle, he said. But an unanticipated deceleration that produces a reading of minus 0.3% to minus 0.5% for the month “might push us over the edge” toward a 50-basis-point cut, particularly if it is concentrated in the services part of the CPI, the strategist added.</p><p style=\"text-align: start;\">Looking beyond September, fed-funds futures on Tuesday implied that borrowing costs will likely drop by a full percentage point or more through December, and by 2.5% through the end of 2025.</p><p style=\"text-align: start;\">Diaz at Brown Advisory said that pricing appears to reflect a market that’s “caught somewhere between a soft landing and a recession,” in terms of expectations for the economy. “We don’t necessarily think that’s an excessive amount over the longer term,” he said, adding investors shouldn’t rule out the potential for even more rate cuts.</p><p style=\"text-align: start;\">On the other hand, Chandler at Bannockburn thinks the current odds of rate cuts reflect traders’ tendencies to “push things to the extreme.” He added, however, that “there are concerns that we might be at some kind of inflection point in the labor market” that could lead to a sharp contraction in jobs.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nCPI Inflation Data Wednesday Could Be Crucial in Deciding Fed’s Next Rate Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-09-11 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>‘Broadly speaking, the weaker this number, the better for markets’: strategist</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f31cef38e1a4365d56b0c3e3fe7aca23\" alt=\"The August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in four years.\" title=\"The August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in four years.\" tg-width=\"922\" tg-height=\"639\"/><span>The August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in four years.</span></p><p>Weakness in the labor market has Wall Street on edge ahead of Wednesday’s inflation update, which should provide more clues as to how big a pair of scissors the Federal Reserve might take to interest rates next week.</p><p style=\"text-align: start;\">After a blip earlier this year, inflation readings lately have been easing in the right direction, allowing the Federal Reserve to focus on the health of the labor market and opening the door to rate cuts for the first time in four years.</p><p>Fed Chair Jerome Powell’s August speech at the Jackson Hole Economic Symposium set the table for a likely rate cut at the conclusion of the central bank’s Sept. 17-18 policy meeting. But how much the Fed will — or should — cut rates by remains an open question on Wall Street.</p><p>“My view is they start with 25 basis points in rate reductions next week,” said Oscar Munoz, chief U.S. macro strategist at TD Securities. “But I wouldn’t push back too hard on 50.”</p><p>The Fed’s short-term policy rate has been sitting near its highest level in two decades, raising borrowing costs for families, businesses and even the U.S. government. The hope has been that elevated rates would help tame inflation without derailing the economy.</p><p>Traders on Tuesday were putting the odds of an ordinary rate cut of 25 basis points at next week’s meeting at about 70%, according to the CME’s FedWatch Tool. The odds of a cut double that size were closer to 30%.</p><h3 id=\"id_630581289\" style=\"text-align: start;\">CPI in focus</h3><p style=\"text-align: start;\">“Wednesday’s CPI could be the deciding factor in whether the Fed decides to cut 50 bps [next] week or 25 bps,” said Tom Essaye, founder of Sevens Report Research, in a Monday note. “Broadly speaking, the weaker this number, the better for markets and the greater the chance the Fed does cut 50 bps. And regardless of recent growth data, the market will generally welcome the bigger expected rate cut.”</p><p style=\"text-align: start;\">The August consumer-price index is expected to rise 0.2%, bringing the year-over-year rate of inflation down to 2.6% from 2.9% in July, according to a Wall Street Journal survey of economists. The more closely watched core rate, which excludes volatile food and energy prices, is also seen moving up 0.2%, which would leave the year-over-year rate unchanged at 3.2%.</p><p>“I don’t know why they wouldn’t go 50,” said Chris Diaz, portfolio manager and co-head of global taxable fixed income at Brown Advisory, in an interview with MarketWatch. “But that’s the big debate in the market right now.”</p><p>Diaz said Wednesday’s August CPI clearly looks to be less important than inflation readings have been in recent months. But he’ll still be watching the shelter and “supercore” components of the reading for clues as to what the Fed might do with rates.</p><p style=\"text-align: start;\">Munoz at TD Securities said that while inflation still isn’t back to the Fed’s 2% yearly target, all the August CPI reading needs to do is to avoid extremes to keep market volatility in check.</p><p style=\"text-align: start;\">“The risk is we’ve rallied quite a bit,” Munoz said of stocks in anticipation of significant rate cuts from the Fed this year and into 2025.</p><p style=\"text-align: start;\">Despite a weakening U.S. economy and a rough start to September for markets, the S&P 500 was up 15.2% on the year as of Tuesday’s close, while the Dow Jones Industrial Average was 8.1% higher and the Nasdaq Composite was up 13.4%, according to FactSet.</p><p style=\"text-align: start;\">Diaz said he supports a larger rate cut because of his concerns about the labor market. While the economy has continued adding jobs each month, there have been surprising downward revisions to earlier payroll estimates, as well as a concentration of new jobs in the government, healthcare and education sectors — all areas that tend to be noncyclical and less sensitive to the strength of the economy.</p><p style=\"text-align: start;\">“I do think there is reason to be really concerned about the jobs market,” Diaz said.</p><h3 id=\"id_2758208976\" style=\"text-align: start;\">Stocks and jobs</h3><p style=\"text-align: start;\">Stocks have been volatile since early August, after a surprisingly weak July jobs report put investors on alert about a slowing labor market. It also sparked questions about whether the Fed had waited too long to pivot to rate cuts.</p><p>Powell’s Jackson Hole speech in late August was notable for putting inflation concerns on the back burner, while signaling the central bank’s limited tolerance for further weakening in the jobs market.</p><p style=\"text-align: start;\">“Powell was very clear in his Jackson Hole remarks that the emphasis has shifted and the labor market has become more important than inflation,” said Marc Chandler, chief market strategist at Bannockburn Global Forex in New York.</p><p style=\"text-align: start;\">If August’s nonfarm-payrolls report released on Sept. 6 didn’t clear a path to a 50-basis-point Fed rate cut, “it seems unlikely the CPI data will,” Chandler said by phone.</p><p style=\"text-align: start;\">To that end, an as-expected monthly core rate of 0.2% for August wouldn’t be enough to move the needle, he said. But an unanticipated deceleration that produces a reading of minus 0.3% to minus 0.5% for the month “might push us over the edge” toward a 50-basis-point cut, particularly if it is concentrated in the services part of the CPI, the strategist added.</p><p style=\"text-align: start;\">Looking beyond September, fed-funds futures on Tuesday implied that borrowing costs will likely drop by a full percentage point or more through December, and by 2.5% through the end of 2025.</p><p style=\"text-align: start;\">Diaz at Brown Advisory said that pricing appears to reflect a market that’s “caught somewhere between a soft landing and a recession,” in terms of expectations for the economy. “We don’t necessarily think that’s an excessive amount over the longer term,” he said, adding investors shouldn’t rule out the potential for even more rate cuts.</p><p style=\"text-align: start;\">On the other hand, Chandler at Bannockburn thinks the current odds of rate cuts reflect traders’ tendencies to “push things to the extreme.” He added, however, that “there are concerns that we might be at some kind of inflection point in the labor market” that could lead to a sharp contraction in jobs.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184914030","content_text":"‘Broadly speaking, the weaker this number, the better for markets’: strategistThe August consumer-price index is due out Wednesday and could help steer the Federal Reserve’s first interest-rate cut in four years.Weakness in the labor market has Wall Street on edge ahead of Wednesday’s inflation update, which should provide more clues as to how big a pair of scissors the Federal Reserve might take to interest rates next week.After a blip earlier this year, inflation readings lately have been easing in the right direction, allowing the Federal Reserve to focus on the health of the labor market and opening the door to rate cuts for the first time in four years.Fed Chair Jerome Powell’s August speech at the Jackson Hole Economic Symposium set the table for a likely rate cut at the conclusion of the central bank’s Sept. 17-18 policy meeting. But how much the Fed will — or should — cut rates by remains an open question on Wall Street.“My view is they start with 25 basis points in rate reductions next week,” said Oscar Munoz, chief U.S. macro strategist at TD Securities. “But I wouldn’t push back too hard on 50.”The Fed’s short-term policy rate has been sitting near its highest level in two decades, raising borrowing costs for families, businesses and even the U.S. government. The hope has been that elevated rates would help tame inflation without derailing the economy.Traders on Tuesday were putting the odds of an ordinary rate cut of 25 basis points at next week’s meeting at about 70%, according to the CME’s FedWatch Tool. The odds of a cut double that size were closer to 30%.CPI in focus“Wednesday’s CPI could be the deciding factor in whether the Fed decides to cut 50 bps [next] week or 25 bps,” said Tom Essaye, founder of Sevens Report Research, in a Monday note. “Broadly speaking, the weaker this number, the better for markets and the greater the chance the Fed does cut 50 bps. And regardless of recent growth data, the market will generally welcome the bigger expected rate cut.”The August consumer-price index is expected to rise 0.2%, bringing the year-over-year rate of inflation down to 2.6% from 2.9% in July, according to a Wall Street Journal survey of economists. The more closely watched core rate, which excludes volatile food and energy prices, is also seen moving up 0.2%, which would leave the year-over-year rate unchanged at 3.2%.“I don’t know why they wouldn’t go 50,” said Chris Diaz, portfolio manager and co-head of global taxable fixed income at Brown Advisory, in an interview with MarketWatch. “But that’s the big debate in the market right now.”Diaz said Wednesday’s August CPI clearly looks to be less important than inflation readings have been in recent months. But he’ll still be watching the shelter and “supercore” components of the reading for clues as to what the Fed might do with rates.Munoz at TD Securities said that while inflation still isn’t back to the Fed’s 2% yearly target, all the August CPI reading needs to do is to avoid extremes to keep market volatility in check.“The risk is we’ve rallied quite a bit,” Munoz said of stocks in anticipation of significant rate cuts from the Fed this year and into 2025.Despite a weakening U.S. economy and a rough start to September for markets, the S&P 500 was up 15.2% on the year as of Tuesday’s close, while the Dow Jones Industrial Average was 8.1% higher and the Nasdaq Composite was up 13.4%, according to FactSet.Diaz said he supports a larger rate cut because of his concerns about the labor market. While the economy has continued adding jobs each month, there have been surprising downward revisions to earlier payroll estimates, as well as a concentration of new jobs in the government, healthcare and education sectors — all areas that tend to be noncyclical and less sensitive to the strength of the economy.“I do think there is reason to be really concerned about the jobs market,” Diaz said.Stocks and jobsStocks have been volatile since early August, after a surprisingly weak July jobs report put investors on alert about a slowing labor market. It also sparked questions about whether the Fed had waited too long to pivot to rate cuts.Powell’s Jackson Hole speech in late August was notable for putting inflation concerns on the back burner, while signaling the central bank’s limited tolerance for further weakening in the jobs market.“Powell was very clear in his Jackson Hole remarks that the emphasis has shifted and the labor market has become more important than inflation,” said Marc Chandler, chief market strategist at Bannockburn Global Forex in New York.If August’s nonfarm-payrolls report released on Sept. 6 didn’t clear a path to a 50-basis-point Fed rate cut, “it seems unlikely the CPI data will,” Chandler said by phone.To that end, an as-expected monthly core rate of 0.2% for August wouldn’t be enough to move the needle, he said. But an unanticipated deceleration that produces a reading of minus 0.3% to minus 0.5% for the month “might push us over the edge” toward a 50-basis-point cut, particularly if it is concentrated in the services part of the CPI, the strategist added.Looking beyond September, fed-funds futures on Tuesday implied that borrowing costs will likely drop by a full percentage point or more through December, and by 2.5% through the end of 2025.Diaz at Brown Advisory said that pricing appears to reflect a market that’s “caught somewhere between a soft landing and a recession,” in terms of expectations for the economy. “We don’t necessarily think that’s an excessive amount over the longer term,” he said, adding investors shouldn’t rule out the potential for even more rate cuts.On the other hand, Chandler at Bannockburn thinks the current odds of rate cuts reflect traders’ tendencies to “push things to the extreme.” He added, however, that “there are concerns that we might be at some kind of inflection point in the labor market” that could lead to a sharp contraction in jobs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343511696314400,"gmtCreate":1724894658949,"gmtModify":1724894662535,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"So question is how are we gona play this","listText":"So question is how are we gona play this","text":"So question is how are we gona play this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343511696314400","repostId":"2463419910","repostType":2,"repost":{"id":"2463419910","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":1724876757,"share":"https://ttm.financial/m/news/2463419910?lang=&edition=fundamental","pubTime":"2024-08-29 04:25","market":"us","language":"en","title":"Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2463419910","media":"Reuters","summary":"Aug 28 (Reuters) - Nvidia forecast third-quarter revenue above Wall Street estimates on Wednesday, betting on sky-high demand for its chips as more companies seek to build our their artificial-inte","content":"<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia's stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>"Here's the issue, the size of the beat this time was much smaller than we've been seeing," said Ryan Detrick, chief market strategist at the Carson Group.</p><p>"Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season."</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia's shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company's capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts' average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia's data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>"Blackwell samples are shipping to our partners and customers," CEO Jensen Huang said in a statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors\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\">2024-08-29 04:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia's stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>"Here's the issue, the size of the beat this time was much smaller than we've been seeing," said Ryan Detrick, chief market strategist at the Carson Group.</p><p>"Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season."</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia's shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company's capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts' average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia's data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>"Blackwell samples are shipping to our partners and customers," CEO Jensen Huang said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463419910","content_text":"[Live Playback: Nvidia FY2025Q2 Earnings Conference Call]Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.Nvidia's stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.\"Here's the issue, the size of the beat this time was much smaller than we've been seeing,\" said Ryan Detrick, chief market strategist at the Carson Group.\"Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.\"Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia's shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.The company's capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts' average estimate of $31.77 billion, according to LSEG data.Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.Sales in Nvidia's data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.\"Blackwell samples are shipping to our partners and customers,\" CEO Jensen Huang said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569274903458035","authorId":"3569274903458035","name":"HLPA","avatar":"https://static.tigerbbs.com/07e7b987a9127c5a47dbc3ae02db548b","crmLevel":8,"crmLevelSwitch":1,"idStr":"3569274903458035","authorIdStr":"3569274903458035"},"content":"capitalise on the price momentum and make daily profits via scalping","text":"capitalise on the price momentum and make daily profits via scalping","html":"capitalise on the price momentum and make daily profits via scalping"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335942508069232,"gmtCreate":1723055675140,"gmtModify":1723055681810,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"With rate cuts in the horizon its time to long bonds because the bond yield will go down","listText":"With rate cuts in the horizon its time to long bonds because the bond yield will go down","text":"With rate cuts in the horizon its time to long bonds because the bond yield will go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335942508069232","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330760508309752,"gmtCreate":1721757862285,"gmtModify":1721757871265,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Yes buying the dip long term asset","listText":"Yes buying the dip long term asset","text":"Yes buying the dip long term asset","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330760508309752","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324214543753240,"gmtCreate":1720183145056,"gmtModify":1720183148655,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Buy now trade long over sold","listText":"Buy now trade long over sold","text":"Buy now trade long over sold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324214543753240","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308654040531032,"gmtCreate":1716382703486,"gmtModify":1716382707192,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"There will always be correction","listText":"There will always be correction","text":"There will always be correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308654040531032","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281047638798584,"gmtCreate":1709639791329,"gmtModify":1709639794781,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"U sell means its going go up","listText":"U sell means its going go up","text":"U sell means its going go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281047638798584","repostId":"1163413007","repostType":2,"repost":{"id":"1163413007","kind":"news","pubTimestamp":1709638963,"share":"https://ttm.financial/m/news/1163413007?lang=&edition=fundamental","pubTime":"2024-03-05 19:42","market":"us","language":"en","title":"Sea Limited: A Bottom For Video Games Is Near, But Why I'm Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1163413007","media":"Seekingalpha","summary":"SummarySea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.Management expects another profitable year in 2024, calming ","content":"<html><head></head><body><h2 id=\"id_1352349920\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Sea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.</p></li><li><p>Management expects another profitable year in 2024, calming concerns about aggressive promotional activity in e-commerce.</p></li><li><p>I am lowering my valuation assumptions for the financial services business.</p></li><li><p>I am downgrading Sea stock and have sold my position.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d1db170999c9a3a2924caff9971fdf\" alt=\"The convenience of shopping online.\" title=\"The convenience of shopping online.\" tg-width=\"750\" tg-height=\"500\"/><span>The convenience of shopping online.</span></p><p>Sea Limited saw choppy trading following its fourth quarter earnings release, with the stock trading higher double-digits pre-market before fading by early morning trading. The company reported solid results which showed some stabilization in the video game business along with aggressive growth in the e-commerce operations. Management has guided for 2024 to see “another profitable year,” which should calm some investors who might have feared overly aggressive promotional activity in e-commerce. Management also appeared to suggest that a bottom may be near for the video game segment, as they are guiding towards growth in bookings and users for their Free Fire game. I am now downgrading SE stock after adjusting my estimated valuation for the fintech business from “buy” to “neutral.”</p><h2 id=\"id_567858380\">Sea Limited Stock Price</h2><p>Sea Limited stock is seemingly one of the few tech stocks which are still trading near multi-year lows. The company has struggled to adapt to the higher interest rate environment, as that threw a wrench in its ability to balance growth and profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab64b7f5f905dafe4b02d35e964210de\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><p>I last covered SE in September, where I rated the stock a buy on account of both the improving fundamental picture as well as the potential for Indonesia to ban TikTok from e-commerce operations in the country. TikTok has since made an investment in Indonesia-based GoTo and appears close to resuming e-commerce operations.</p><h2 id=\"id_2676038108\">SE Stock Key Metrics</h2><p>In its most recent quarter, Sea Limited generated 5% YoY revenue growth to $3.62 billion, beating consensus estimates for $3.55 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e6e1ac1559ee2b9d715dceb0998b9eb\" alt=\"revenue\" title=\"revenue\" tg-width=\"1240\" tg-height=\"626\"/><span>revenue</span></p><p>Revenue growth was led by 23% YoY growth in e-commerce revenues, though this segment saw adjusted EBITDA swing negative.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/830c1a7e8f49bbec9bf67c75f57340b3\" alt=\"e-commerce\" title=\"e-commerce\" tg-width=\"1230\" tg-height=\"644\"/><span>e-commerce</span></p><p>Management has previously outlined expectations to invest heavily in promotional activity to gain e-commerce market share, and this showed with sales & marketing expenses doubling YoY. The company otherwise showed decent cost discipline across the other expense buckets.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58453626907da7bd37abda28751c03fe\" alt=\"costs\" title=\"costs\" tg-width=\"1250\" tg-height=\"674\"/><span>costs</span></p><p>The company’s video game segment returned to being the “cash cow” for the company, though growth remains pressured here as the company has struggled to grow its user base.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a31d170d053e2e7a8ba8540480644fac\" alt=\"digital entertainment\" title=\"digital entertainment\" tg-width=\"1250\" tg-height=\"608\"/><span>digital entertainment</span></p><p>Prior to 2022, SE had historically “reinvested” video game profits to fund e-commerce losses. That dynamic shifted last year when the company began posting profits in its e-commerce divisions. But it appears that the company is back to its old ways, though its financial services division is now helping to contribute positively to the bottom line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f18717f4a20d520f487a0ebf18cdeb4\" alt=\"adjusted EBITDA\" title=\"adjusted EBITDA\" tg-width=\"1244\" tg-height=\"622\"/><span>adjusted EBITDA</span></p><p>The company generated a slim GAAP net income loss in the quarter, but still managed to close out 2023 with positive GAAP net income generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4db708f26dc1dbf0ea9b13e9f356dcd0\" alt=\"net income\" title=\"net income\" tg-width=\"1246\" tg-height=\"630\"/><span>net income</span></p><p>SE ended the quarter with $8.5 billion in cash versus $3.3 billion in convertible notes. With profitability right around break even, this net cash balance sheet helps to reduce the risk profile of the stock.</p><p>Management shared some thoughts on their outlook for 2024. Management expects their top game Free Fire to “grow double-digits year-on-year for both user base and bookings in 2024.” That might imply that the Digital Entertainment segment may begin to see a “bottom” in its financial struggles, given that Free Fire should be the vast majority of the video game business. This addresses a critical bear thesis, namely, just when the video game business might stop bleeding.</p><p>Management noted that their e-commerce segment Shopee has gained market share in 2023 and they “intend to maintain our market share in 2024.” Management expects Shopee to see “high teens” growth in 2024 GMV and for adjusted EBITDA “to turn positive in the second half of this year.”</p><p>Finally, management noted that they expect 2024 to be “another profitable year” on a consolidated basis.</p><h2 id=\"id_2545108051\">Is SE Stock A Buy, Sell, or Hold?</h2><p>As of recent prices, SE traded at around 30x 2024 consensus earnings estimates, which operating leverage expected to drive earnings sharply higher thereafter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc07f333953bc07d87d125b0c29e818\" alt=\"consensus estimates\" title=\"consensus estimates\" tg-width=\"1280\" tg-height=\"162\"/><span>consensus estimates</span></p><p>Consensus estimates have SE growing revenues at a healthy double-digit pace moving forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e63c4e41d1aa5e37e2af07753cb4cd8e\" alt=\"consensus estimates\" title=\"consensus estimates\" tg-width=\"1280\" tg-height=\"325\"/><span>consensus estimates</span></p><p>I have a hunch that consensus estimates may prove optimistic on both fronts. I would not be surprised to see SE deliver double-digit growth this year given that the company will be lapping easier comparables, but I question whether the company can sustain double-digit growth in the years after. I also question whether the company can really deliver the expected operating leverage in 2025 given that e-commerce growth remains dilutive to the overall profitability.</p><p>I once again use a sum-of-the-parts valuation methodology for the company. I assume that the e-commerce segment can sustain 15% top-line growth for many years, justifying a 1.5x sales multiple, or a $15 billion valuation. I continue to use a 5x adjusted EBITDA target for the digital entertainment segment, which yields around $4.5 billion in value. I previously applied a 12x multiple for the financial services segment, but in hindsight this multiple is too optimistic given that U.S. based fintech operators like Block (SQ), Lightspeed (LSPD), and others are trading at valuations around 5x gross profits. I now instead apply a 5x sales multiple for the financial services segment, yielding a valuation of $10 billion. I do not include value from the net cash balance sheet due to uncertainty with regard to the aggressiveness of the e-commerce investment.</p><p>That leads to a total valuation of $29.5 billion. The stock currently trades at around $29 billion, implying minimal upside to that estimate. I would typically be applying a 20% conglomerate discount, and hoping for at least 20% upside to that target. Between the stock’s strong rally over the last several months, as well as my reduced fair value estimate, the stock no longer looks attractive from a risk-reward perspective.</p><p>There may be upside to my targets, particularly in the digital entertainment segment, but the surging broader markets may warrant a more risk-adverse mindset. I am downgrading Sea Limited stock from “buy” to a “neutral” rating until the valuation proposition improves.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: A Bottom For Video Games Is Near, But Why I'm Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: A Bottom For Video Games Is Near, But Why I'm Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 19:42 GMT+8 <a href=https://seekingalpha.com/article/4675730-sea-limited-bottom-for-video-games-near-why-i-sold-stock><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.Management expects another profitable year in 2024, calming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4675730-sea-limited-bottom-for-video-games-near-why-i-sold-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4675730-sea-limited-bottom-for-video-games-near-why-i-sold-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163413007","content_text":"SummarySea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.Management expects another profitable year in 2024, calming concerns about aggressive promotional activity in e-commerce.I am lowering my valuation assumptions for the financial services business.I am downgrading Sea stock and have sold my position.The convenience of shopping online.Sea Limited saw choppy trading following its fourth quarter earnings release, with the stock trading higher double-digits pre-market before fading by early morning trading. The company reported solid results which showed some stabilization in the video game business along with aggressive growth in the e-commerce operations. Management has guided for 2024 to see “another profitable year,” which should calm some investors who might have feared overly aggressive promotional activity in e-commerce. Management also appeared to suggest that a bottom may be near for the video game segment, as they are guiding towards growth in bookings and users for their Free Fire game. I am now downgrading SE stock after adjusting my estimated valuation for the fintech business from “buy” to “neutral.”Sea Limited Stock PriceSea Limited stock is seemingly one of the few tech stocks which are still trading near multi-year lows. The company has struggled to adapt to the higher interest rate environment, as that threw a wrench in its ability to balance growth and profitability.I last covered SE in September, where I rated the stock a buy on account of both the improving fundamental picture as well as the potential for Indonesia to ban TikTok from e-commerce operations in the country. TikTok has since made an investment in Indonesia-based GoTo and appears close to resuming e-commerce operations.SE Stock Key MetricsIn its most recent quarter, Sea Limited generated 5% YoY revenue growth to $3.62 billion, beating consensus estimates for $3.55 billion.revenueRevenue growth was led by 23% YoY growth in e-commerce revenues, though this segment saw adjusted EBITDA swing negative.e-commerceManagement has previously outlined expectations to invest heavily in promotional activity to gain e-commerce market share, and this showed with sales & marketing expenses doubling YoY. The company otherwise showed decent cost discipline across the other expense buckets.costsThe company’s video game segment returned to being the “cash cow” for the company, though growth remains pressured here as the company has struggled to grow its user base.digital entertainmentPrior to 2022, SE had historically “reinvested” video game profits to fund e-commerce losses. That dynamic shifted last year when the company began posting profits in its e-commerce divisions. But it appears that the company is back to its old ways, though its financial services division is now helping to contribute positively to the bottom line.adjusted EBITDAThe company generated a slim GAAP net income loss in the quarter, but still managed to close out 2023 with positive GAAP net income generation.net incomeSE ended the quarter with $8.5 billion in cash versus $3.3 billion in convertible notes. With profitability right around break even, this net cash balance sheet helps to reduce the risk profile of the stock.Management shared some thoughts on their outlook for 2024. Management expects their top game Free Fire to “grow double-digits year-on-year for both user base and bookings in 2024.” That might imply that the Digital Entertainment segment may begin to see a “bottom” in its financial struggles, given that Free Fire should be the vast majority of the video game business. This addresses a critical bear thesis, namely, just when the video game business might stop bleeding.Management noted that their e-commerce segment Shopee has gained market share in 2023 and they “intend to maintain our market share in 2024.” Management expects Shopee to see “high teens” growth in 2024 GMV and for adjusted EBITDA “to turn positive in the second half of this year.”Finally, management noted that they expect 2024 to be “another profitable year” on a consolidated basis.Is SE Stock A Buy, Sell, or Hold?As of recent prices, SE traded at around 30x 2024 consensus earnings estimates, which operating leverage expected to drive earnings sharply higher thereafter.consensus estimatesConsensus estimates have SE growing revenues at a healthy double-digit pace moving forward.consensus estimatesI have a hunch that consensus estimates may prove optimistic on both fronts. I would not be surprised to see SE deliver double-digit growth this year given that the company will be lapping easier comparables, but I question whether the company can sustain double-digit growth in the years after. I also question whether the company can really deliver the expected operating leverage in 2025 given that e-commerce growth remains dilutive to the overall profitability.I once again use a sum-of-the-parts valuation methodology for the company. I assume that the e-commerce segment can sustain 15% top-line growth for many years, justifying a 1.5x sales multiple, or a $15 billion valuation. I continue to use a 5x adjusted EBITDA target for the digital entertainment segment, which yields around $4.5 billion in value. I previously applied a 12x multiple for the financial services segment, but in hindsight this multiple is too optimistic given that U.S. based fintech operators like Block (SQ), Lightspeed (LSPD), and others are trading at valuations around 5x gross profits. I now instead apply a 5x sales multiple for the financial services segment, yielding a valuation of $10 billion. I do not include value from the net cash balance sheet due to uncertainty with regard to the aggressiveness of the e-commerce investment.That leads to a total valuation of $29.5 billion. The stock currently trades at around $29 billion, implying minimal upside to that estimate. I would typically be applying a 20% conglomerate discount, and hoping for at least 20% upside to that target. Between the stock’s strong rally over the last several months, as well as my reduced fair value estimate, the stock no longer looks attractive from a risk-reward perspective.There may be upside to my targets, particularly in the digital entertainment segment, but the surging broader markets may warrant a more risk-adverse mindset. I am downgrading Sea Limited stock from “buy” to a “neutral” rating until the valuation proposition improves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280658184462432,"gmtCreate":1709545180226,"gmtModify":1709545183531,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"4% nice dip ? ","listText":"4% nice dip ? ","text":"4% nice dip ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280658184462432","repostId":"1189464286","repostType":2,"repost":{"id":"1189464286","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":1709565814,"share":"https://ttm.financial/m/news/1189464286?lang=&edition=fundamental","pubTime":"2024-03-04 23:23","market":"us","language":"en","title":"Palantir Shares Slide over 4% After the Latest S&P 500 Snub","url":"https://stock-news.laohu8.com/highlight/detail?id=1189464286","media":"Tiger Newspress","summary":"Palantir shares slid over 4% after the latest S&P 500 snub.CEO Alex Karp been boasting since last summer that Palantir's strong results make it eligible for inclusion in the S&P 500. However, S&P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. The changes will take effect on March 18.Inclusion in the S&P 500 typically benefits stocks as index funds holding portfolios that mi","content":"<html><head></head><body><p>Palantir shares slid over 4% after the latest S&P 500 snub.</p><p>CEO Alex Karp been boasting since last summer that Palantir's strong results make it eligible for inclusion in the S&P 500. However, S&P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee5bf8eabada96a07848b11d84c1defb\" tg-width=\"798\" tg-height=\"618\"/></p><p>The changes will take effect on March 18.</p><p>Inclusion in the S&P 500 typically benefits stocks as index funds holding portfolios that mirror the index are obligated to buy them to maintain the weightings of the constituent stocks. Additionally, the increased trading volume and liquidity due to purchases by index funds and ETFs further bolster the stock’s value.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Shares Slide over 4% After the Latest S&P 500 Snub</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\">\nPalantir Shares Slide over 4% After the Latest S&P 500 Snub\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\">2024-03-04 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares slid over 4% after the latest S&P 500 snub.</p><p>CEO Alex Karp been boasting since last summer that Palantir's strong results make it eligible for inclusion in the S&P 500. However, S&P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee5bf8eabada96a07848b11d84c1defb\" tg-width=\"798\" tg-height=\"618\"/></p><p>The changes will take effect on March 18.</p><p>Inclusion in the S&P 500 typically benefits stocks as index funds holding portfolios that mirror the index are obligated to buy them to maintain the weightings of the constituent stocks. Additionally, the increased trading volume and liquidity due to purchases by index funds and ETFs further bolster the stock’s value.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189464286","content_text":"Palantir shares slid over 4% after the latest S&P 500 snub.CEO Alex Karp been boasting since last summer that Palantir's strong results make it eligible for inclusion in the S&P 500. However, S&P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. The changes will take effect on March 18.Inclusion in the S&P 500 typically benefits stocks as index funds holding portfolios that mirror the index are obligated to buy them to maintain the weightings of the constituent stocks. Additionally, the increased trading volume and liquidity due to purchases by index funds and ETFs further bolster the stock’s value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278230366920952,"gmtCreate":1708955139725,"gmtModify":1708955143670,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278230366920952","repostId":"1164569236","repostType":2,"repost":{"id":"1164569236","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708955100,"share":"https://ttm.financial/m/news/1164569236?lang=&edition=fundamental","pubTime":"2024-02-26 21:45","market":"us","language":"en","title":"Alcoa Stock Drops 2% on Offer to Buy Australian Partner Alumina for $2.2 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1164569236","media":"Dow Jones","summary":"Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.The company will bu","content":"<html><head></head><body><p>Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.</p><p style=\"text-align: start;\">The company will buy Alumina Limited, which it works with in Australia and Brazil. It’s an all-stock deal. Alumina shareholders are set to get 0.02854 Alcoa share for each Alumina Limited share. That implied a value of 1.15 Australian dollars per Alumina share, a premium of about 13%, based on closing prices on Friday.</p><p>The deal values Alumina stock at about $2.2 billion. If the transaction proceeds as envisioned. Alcoa shareholders will own about 69% of the combined company. Alumina will own about 31%.</p><p>Alumina’s board recommended that its shareholders support the deal, Alcoa said in a statement on Sunday. Alumina had rejected a number of previous bids from Alcoa.</p><p>“Buying Alumina would consolidate the 40% of Alcoa’s bauxite and alumina assets that it does not own,” wrote Citi analyst Alexander Hacking. “From a strategic perspective, this makes sense.”</p><p>Some of the benefits include more vertical integration—Alcoa will have more control over its needed upstream raw materials. It also simplifies corporate structures, resulting in lower costs.</p><p>Shareholders seem OK with the transaction. Alumina stock was up about 7% in overseas trading at $1.09. Alcoa stock was down 2.3% in premarket trading Monday, at $25.9, while S&P 500 and Dow Jones Industrial Average futures were both down about 0.1%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/058ef5f1d89512efe0594a23f60896b1\" tg-width=\"842\" tg-height=\"617\"/></p><p style=\"text-align: start;\">Some drop in an all-stock deal isn’t all that surprising. Investors don’t like seeing extra shares issued. What’s more arbitrage traders will try to lock in a spread by buying the target and selling shares of the acquiring company. At current prices and exchange rates, Alcoa’s premarket stock price implies 1.12 Australian dollars per Alumina share. The spread is 3 cents or about 3%.</p><p style=\"text-align: start;\">Shares of Alcoa’s competitors were mixed. American depositary receipts for mining giant Glencore were up 0.2%. Reliance Steel and Aluminum shares gained 0.2%, and shares of Century Aluminum were up 0.3%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alcoa Stock Drops 2% on Offer to Buy Australian Partner Alumina for $2.2 Billion</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\">\nAlcoa Stock Drops 2% on Offer to Buy Australian Partner Alumina for $2.2 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-02-26 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.</p><p style=\"text-align: start;\">The company will buy Alumina Limited, which it works with in Australia and Brazil. It’s an all-stock deal. Alumina shareholders are set to get 0.02854 Alcoa share for each Alumina Limited share. That implied a value of 1.15 Australian dollars per Alumina share, a premium of about 13%, based on closing prices on Friday.</p><p>The deal values Alumina stock at about $2.2 billion. If the transaction proceeds as envisioned. Alcoa shareholders will own about 69% of the combined company. Alumina will own about 31%.</p><p>Alumina’s board recommended that its shareholders support the deal, Alcoa said in a statement on Sunday. Alumina had rejected a number of previous bids from Alcoa.</p><p>“Buying Alumina would consolidate the 40% of Alcoa’s bauxite and alumina assets that it does not own,” wrote Citi analyst Alexander Hacking. “From a strategic perspective, this makes sense.”</p><p>Some of the benefits include more vertical integration—Alcoa will have more control over its needed upstream raw materials. It also simplifies corporate structures, resulting in lower costs.</p><p>Shareholders seem OK with the transaction. Alumina stock was up about 7% in overseas trading at $1.09. Alcoa stock was down 2.3% in premarket trading Monday, at $25.9, while S&P 500 and Dow Jones Industrial Average futures were both down about 0.1%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/058ef5f1d89512efe0594a23f60896b1\" tg-width=\"842\" tg-height=\"617\"/></p><p style=\"text-align: start;\">Some drop in an all-stock deal isn’t all that surprising. Investors don’t like seeing extra shares issued. What’s more arbitrage traders will try to lock in a spread by buying the target and selling shares of the acquiring company. At current prices and exchange rates, Alcoa’s premarket stock price implies 1.12 Australian dollars per Alumina share. The spread is 3 cents or about 3%.</p><p style=\"text-align: start;\">Shares of Alcoa’s competitors were mixed. American depositary receipts for mining giant Glencore were up 0.2%. Reliance Steel and Aluminum shares gained 0.2%, and shares of Century Aluminum were up 0.3%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AWC.AU":"ALUMINA LTD","AA":"美国铝业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164569236","content_text":"Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.The company will buy Alumina Limited, which it works with in Australia and Brazil. It’s an all-stock deal. Alumina shareholders are set to get 0.02854 Alcoa share for each Alumina Limited share. That implied a value of 1.15 Australian dollars per Alumina share, a premium of about 13%, based on closing prices on Friday.The deal values Alumina stock at about $2.2 billion. If the transaction proceeds as envisioned. Alcoa shareholders will own about 69% of the combined company. Alumina will own about 31%.Alumina’s board recommended that its shareholders support the deal, Alcoa said in a statement on Sunday. Alumina had rejected a number of previous bids from Alcoa.“Buying Alumina would consolidate the 40% of Alcoa’s bauxite and alumina assets that it does not own,” wrote Citi analyst Alexander Hacking. “From a strategic perspective, this makes sense.”Some of the benefits include more vertical integration—Alcoa will have more control over its needed upstream raw materials. It also simplifies corporate structures, resulting in lower costs.Shareholders seem OK with the transaction. Alumina stock was up about 7% in overseas trading at $1.09. Alcoa stock was down 2.3% in premarket trading Monday, at $25.9, while S&P 500 and Dow Jones Industrial Average futures were both down about 0.1%.Some drop in an all-stock deal isn’t all that surprising. Investors don’t like seeing extra shares issued. What’s more arbitrage traders will try to lock in a spread by buying the target and selling shares of the acquiring company. At current prices and exchange rates, Alcoa’s premarket stock price implies 1.12 Australian dollars per Alumina share. The spread is 3 cents or about 3%.Shares of Alcoa’s competitors were mixed. American depositary receipts for mining giant Glencore were up 0.2%. Reliance Steel and Aluminum shares gained 0.2%, and shares of Century Aluminum were up 0.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266287476519016,"gmtCreate":1706047126824,"gmtModify":1706047131473,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Ride the momentum . Price action with volume . No doubt abt it day traders are pushing the price higher","listText":"Ride the momentum . Price action with volume . No doubt abt it day traders are pushing the price higher","text":"Ride the momentum . Price action with volume . No doubt abt it day traders are pushing the price higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266287476519016","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264140540760288,"gmtCreate":1705506832134,"gmtModify":1705506838635,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"election play long. Volume increases, despite the price action ","listText":"election play long. Volume increases, despite the price action ","text":"election play long. Volume increases, despite the price action","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264140540760288","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257423687299168,"gmtCreate":1703881475762,"gmtModify":1703881478774,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>It wont make a new high this cycle. It needs to make a new low first","listText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>It wont make a new high this cycle. It needs to make a new low first","text":"$Marathon Digital Holdings Inc(MARA)$ It wont make a new high this cycle. It needs to make a new low first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257423687299168","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254555719790832,"gmtCreate":1703184128161,"gmtModify":1703189287138,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"If feds starts cutting rates means economy is gloomy","listText":"If feds starts cutting rates means economy is gloomy","text":"If feds starts cutting rates means economy is gloomy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254555719790832","repostId":"1100377429","repostType":2,"repost":{"id":"1100377429","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":1703165476,"share":"https://ttm.financial/m/news/1100377429?lang=&edition=fundamental","pubTime":"2023-12-21 21:31","market":"us","language":"en","title":"U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1100377429","media":"Tiger Newspress","summary":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials","content":"<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate\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\">2023-12-21 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100377429","content_text":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250033212162144,"gmtCreate":1702062383632,"gmtModify":1702062388448,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$ </a>$8 per share dividend is this for real","listText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$ </a>$8 per share dividend is this for real","text":"$MBIA Inc(MBI)$ $8 per share dividend is this for real","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250033212162144","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242546843828320,"gmtCreate":1700252559430,"gmtModify":1700252563223,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a><v-v data-views=\"1\"></v-v>Bullish when stock is on a bear trend ","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a><v-v data-views=\"1\"></v-v>Bullish when stock is on a bear trend ","text":"$Alibaba(BABA)$ Bullish when stock is on a bear trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242546843828320","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212611480166504,"gmtCreate":1692946939063,"gmtModify":1692946942966,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"The market seem bearish","listText":"The market seem bearish","text":"The market seem bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212611480166504","repostId":"2361695525","repostType":2,"repost":{"id":"2361695525","kind":"highlight","pubTimestamp":1692925280,"share":"https://ttm.financial/m/news/2361695525?lang=&edition=fundamental","pubTime":"2023-08-25 09:01","market":"us","language":"en","title":"2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2361695525","media":"Motley Fool","summary":"You may want to buy these two potential artificial intelligence winners before they fly higher.","content":"<html><head></head><body><p>The stock market has been in recovery mode so far in 2023 after being hammered badly last year over concerns about surging inflation and the resulting rise interest rates. The <strong>S&P 500</strong> index is up 24% since hitting its most recent low on Oct. 12, 2022, and some on Wall Street are suggesting that a new bull market is underway.</p><p>The stock market's jump this year has been mostly driven by technology stocks, which benefited from the growing craze around artificial intelligence (AI). This explains why the <strong>Nasdaq-100 Technology Sector</strong> index jumped 39% so far in 2023 as compared to the S&P 500's 15.5% gains. Tech stocks could head even higher and help the S&P 500 -- which is less than 10% off its record highs -- hit a new benchmark by the end of the year and usher in a new bull market.</p><p>Records going back to 1932 indicate the average bull market lasts for almost five years. They also show the S&P 500 averages gains of almost 178% in bull markets. Given these trends, now might be a good time to buy tech stocks, especially AI stocks, as they are expected to play a central role in sending the index higher.</p><p><strong>Advanced Micro Devices</strong> and <strong><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></strong> are two AI stocks worth buying hand over fist before they surge higher. Let's look at the reasons why.</p><h2 id=\"id_4042296886\">1. Advanced Micro Devices</h2><p><strong>Nvidia</strong> is a dominant player in AI chips and cornered a huge chunk of this fast-growing market, but Advanced Micro Devices is making gains as well. Customer interest in AMD's current generation MI250 data center accelerator increased thanks to software tweaks that allow the chip to close in on its Nvidia competitor. Also, AMD's upcoming MI300 accelerator is currently being tested by key customers and is on track to enter into accelerated production before the end of the year. Its specs indicate that it could help the company grab a bigger portion of the AI chip market.</p><p>AMD CEO Lisa Su said on the company's recent earnings conference call, "AI cluster engagements grew by more than seven times sequentially as multiple customers initiated or expanded programs supporting future deployments of Instinct MI250 and MI300 hardware and software at scale."</p><p>This suggests AMD could soon start taking advantage of the lucrative market for AI accelerators, which the company anticipates could be worth a whopping $150 billion a year in 2027. More importantly, AMD's focus on the AI accelerator market could pull the company out of the slump it is in right now. Analysts anticipate AMD's top line to fall 3% in 2023 to nearly $23 billion, thanks to a weak PC market. But the company's growth is expected to accelerate sharply from next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a0b87f444f2d4bd35bca37057810bb9\" tg-width=\"720\" tg-height=\"387\"/></p><p>.</p><p>AMD Revenue Estimates for Current Fiscal Year data by YCharts.</p><p>Assuming AMD does hit $31 billion in revenue in 2025 and maintains its current sales multiple of 7.8, its market cap could hit $242 billion in three years. That would be a 40% increase from current levels. But don't be surprised to see AMD clocking faster growth and delivering even better upside in the coming years, given the huge addressable opportunity in AI chips.</p><p>AMD's stock price is already up 69% so far in 2023. Catalysts such as AI could help this semiconductor stock maintain its impressive momentum, which is why it will be a good idea for investors to buy it before it surges higher.</p><h2 id=\"id_3640075557\">2. Palo Alto Networks</h2><p>Share prices of Palo Alto Networks surged 14% on Aug. 21 after the company released fiscal 2023 fourth-quarter results (for the three months ended July 31) on Aug. 18. The cybersecurity specialist delivered impressive growth in revenue and earnings -- beating consensus estimates -- and delivered healthy earnings guidance for the new fiscal year that turned out to be way better than Wall Street's expectations.</p><p>Palo Alto finished fiscal 2023 with a 25% increase in revenue to $6.9 billion. The company's remaining performance obligations (RPOs), which refers to the total value of customer contracts that are yet to be fulfilled, increased at a faster pace of 30% to $10.6 billion, indicating that Palo Alto has built a solid revenue pipeline on account of an increase in customer spending. The company also reported $4.44 per share in adjusted earnings last year, a massive increase of 76% over the prior year.</p><p>Palo Alto expects to finish fiscal 2024 with earnings of $5.27 to $5.40 per share, which would be a jump of 19% to 22% over last year. That's way higher than the consensus estimates of $4.98 per share. However, don't be surprised to see Palo Alto clock faster growth thanks to the growing adoption of AI in the cybersecurity space.</p><p>Palo Alto estimates that the growing autonomy of cybersecurity operations could add $90 billion to its total addressable market (TAM) by 2028. As a result, the company plans to deploy AI across its entire product portfolio so that it can "deliver unparalleled detection and response to achieve near real-time security." More specifically, Palo Alto aims to lower the time taken to resolve cybersecurity incidents by 65% with the help of AI.</p><p>The good part is that several Palo Alto products and modules are already equipped with AI. The company estimates that it will finish 2023 with 35 AI-powered products as compared to 28 last year. All this indicates that Palo Alto is well-placed to capitalize on the huge AI-driven TAM at its disposal for the next five years.</p><p>Analysts anticipate the company's earnings will grow at 33% a year for the next five years. Palo Alto seems capable of delivering on that front, given its already solid pace of growth, a huge end-market opportunity worth $213 billion, and the company's focus on integrating AI across its portfolio so that it can tap a fast-growing niche.</p><p>Assuming Palo Alto clocks 30% annual earnings growth for the next five years, its bottom line could hit $16.48 per share at the end of the forecast period using its fiscal 2023 earnings as the base. Multiplying the projected earnings after five years with the <strong>Nasdaq-100</strong> index's forward earnings multiple of 27 points toward a stock price of $445. That would be an 85% jump from current levels, which is why investors should consider buying this potential AI winner before it is too late.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-25 09:01 GMT+8 <a href=https://www.fool.com/investing/2023/08/24/a-bull-market-is-coming-2-red-hot-ai-growth-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been in recovery mode so far in 2023 after being hammered badly last year over concerns about surging inflation and the resulting rise interest rates. The S&P 500 index is up 24% ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/24/a-bull-market-is-coming-2-red-hot-ai-growth-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","PANW":"Palo Alto Networks"},"source_url":"https://www.fool.com/investing/2023/08/24/a-bull-market-is-coming-2-red-hot-ai-growth-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361695525","content_text":"The stock market has been in recovery mode so far in 2023 after being hammered badly last year over concerns about surging inflation and the resulting rise interest rates. The S&P 500 index is up 24% since hitting its most recent low on Oct. 12, 2022, and some on Wall Street are suggesting that a new bull market is underway.The stock market's jump this year has been mostly driven by technology stocks, which benefited from the growing craze around artificial intelligence (AI). This explains why the Nasdaq-100 Technology Sector index jumped 39% so far in 2023 as compared to the S&P 500's 15.5% gains. Tech stocks could head even higher and help the S&P 500 -- which is less than 10% off its record highs -- hit a new benchmark by the end of the year and usher in a new bull market.Records going back to 1932 indicate the average bull market lasts for almost five years. They also show the S&P 500 averages gains of almost 178% in bull markets. Given these trends, now might be a good time to buy tech stocks, especially AI stocks, as they are expected to play a central role in sending the index higher.Advanced Micro Devices and Palo Alto Networks are two AI stocks worth buying hand over fist before they surge higher. Let's look at the reasons why.1. Advanced Micro DevicesNvidia is a dominant player in AI chips and cornered a huge chunk of this fast-growing market, but Advanced Micro Devices is making gains as well. Customer interest in AMD's current generation MI250 data center accelerator increased thanks to software tweaks that allow the chip to close in on its Nvidia competitor. Also, AMD's upcoming MI300 accelerator is currently being tested by key customers and is on track to enter into accelerated production before the end of the year. Its specs indicate that it could help the company grab a bigger portion of the AI chip market.AMD CEO Lisa Su said on the company's recent earnings conference call, \"AI cluster engagements grew by more than seven times sequentially as multiple customers initiated or expanded programs supporting future deployments of Instinct MI250 and MI300 hardware and software at scale.\"This suggests AMD could soon start taking advantage of the lucrative market for AI accelerators, which the company anticipates could be worth a whopping $150 billion a year in 2027. More importantly, AMD's focus on the AI accelerator market could pull the company out of the slump it is in right now. Analysts anticipate AMD's top line to fall 3% in 2023 to nearly $23 billion, thanks to a weak PC market. But the company's growth is expected to accelerate sharply from next year..AMD Revenue Estimates for Current Fiscal Year data by YCharts.Assuming AMD does hit $31 billion in revenue in 2025 and maintains its current sales multiple of 7.8, its market cap could hit $242 billion in three years. That would be a 40% increase from current levels. But don't be surprised to see AMD clocking faster growth and delivering even better upside in the coming years, given the huge addressable opportunity in AI chips.AMD's stock price is already up 69% so far in 2023. Catalysts such as AI could help this semiconductor stock maintain its impressive momentum, which is why it will be a good idea for investors to buy it before it surges higher.2. Palo Alto NetworksShare prices of Palo Alto Networks surged 14% on Aug. 21 after the company released fiscal 2023 fourth-quarter results (for the three months ended July 31) on Aug. 18. The cybersecurity specialist delivered impressive growth in revenue and earnings -- beating consensus estimates -- and delivered healthy earnings guidance for the new fiscal year that turned out to be way better than Wall Street's expectations.Palo Alto finished fiscal 2023 with a 25% increase in revenue to $6.9 billion. The company's remaining performance obligations (RPOs), which refers to the total value of customer contracts that are yet to be fulfilled, increased at a faster pace of 30% to $10.6 billion, indicating that Palo Alto has built a solid revenue pipeline on account of an increase in customer spending. The company also reported $4.44 per share in adjusted earnings last year, a massive increase of 76% over the prior year.Palo Alto expects to finish fiscal 2024 with earnings of $5.27 to $5.40 per share, which would be a jump of 19% to 22% over last year. That's way higher than the consensus estimates of $4.98 per share. However, don't be surprised to see Palo Alto clock faster growth thanks to the growing adoption of AI in the cybersecurity space.Palo Alto estimates that the growing autonomy of cybersecurity operations could add $90 billion to its total addressable market (TAM) by 2028. As a result, the company plans to deploy AI across its entire product portfolio so that it can \"deliver unparalleled detection and response to achieve near real-time security.\" More specifically, Palo Alto aims to lower the time taken to resolve cybersecurity incidents by 65% with the help of AI.The good part is that several Palo Alto products and modules are already equipped with AI. The company estimates that it will finish 2023 with 35 AI-powered products as compared to 28 last year. All this indicates that Palo Alto is well-placed to capitalize on the huge AI-driven TAM at its disposal for the next five years.Analysts anticipate the company's earnings will grow at 33% a year for the next five years. Palo Alto seems capable of delivering on that front, given its already solid pace of growth, a huge end-market opportunity worth $213 billion, and the company's focus on integrating AI across its portfolio so that it can tap a fast-growing niche.Assuming Palo Alto clocks 30% annual earnings growth for the next five years, its bottom line could hit $16.48 per share at the end of the forecast period using its fiscal 2023 earnings as the base. Multiplying the projected earnings after five years with the Nasdaq-100 index's forward earnings multiple of 27 points toward a stock price of $445. That would be an 85% jump from current levels, which is why investors should consider buying this potential AI winner before it is too late.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206756791824544,"gmtCreate":1691508002924,"gmtModify":1691565748017,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$ </a><v-v data-views=\"1\"></v-v>","text":"$Invesco QQQ Trust-ETF(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206756791824544","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206424848203800,"gmtCreate":1691428420809,"gmtModify":1691428423699,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$ </a><v-v data-views=\"0\"></v-v>","text":"$Invesco QQQ Trust-ETF(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206424848203800","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":250033212162144,"gmtCreate":1702062383632,"gmtModify":1702062388448,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$ </a>$8 per share dividend is this for real","listText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$ </a>$8 per share dividend is this for real","text":"$MBIA Inc(MBI)$ $8 per share dividend is this for real","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250033212162144","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947241062,"gmtCreate":1683226503857,"gmtModify":1683226507949,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Im holding my QQQ short with no stop loss","listText":"Im holding my QQQ short with no stop loss","text":"Im holding my QQQ short with no stop loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947241062","repostId":"2332134102","repostType":2,"repost":{"id":"2332134102","kind":"highlight","pubTimestamp":1683214622,"share":"https://ttm.financial/m/news/2332134102?lang=&edition=fundamental","pubTime":"2023-05-04 23:37","market":"us","language":"en","title":"All-Time Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=2332134102","media":"seekingalpha","summary":"In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.","content":"<html><head></head><body><p>In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.S., we had greater net inflows into U.S. equity funds in 2021 than in 2001 through 2020 combined. We also experienced all of the following all-time record extremes from early 2021 through early 2022: 1) the ratio of the total dollar volume of insider selling divided by the total dollar volume of insider buying; 2) the ratio of the top 50 U.S. companies by market capitalization relative to the entire U.S. stock market; 3) the ratio of the total market capitalization of the top 50 U.S. companies relative to the total U.S. GDP; 4) the overall valuation of the top 50 U.S. companies relative to the total market capitalization of the rest of the world; 5) the total volume of call buying; 6) the average daily net inflow into U.S. passive large-cap equity funds; 7) the divergence in behavior between the most-experienced investors who had never been heavier net sellers especially of the biggest U.S. company shares, versus the least-experienced participants who had never been more aggressive net buyers of U.S. equities.</p><p>This article on Bloomberg from November 25, 2021, which doesn't even include the huge net inflows from the past several weeks of that year, highlights how investors became far too heavily committed to U.S. stocks at the worst possible time in history.</p><h4>2023 has smashed all previous U.S. large-cap stock-market extremes including those of 2021 and 2022.</h4><p>It was truly amazing to have all of the previous extremes surpassed for all previous U.S. large-cap equity bubbles including 1837, 1873, 1929, 1973, and 2000. I was convinced that we might never see such overenthusiasm, overinvesting, and overcommitment to the biggest U.S. stocks for another century or more. However, it didn't take a century to revisit these all-time distortions, as every single one of the above all-time records from 2021-2022 was surpassed in 2023.</p><p>Practically every week we get a new all-time record or two: 1) the lowest VIX (15.53) during a bear market; 2) the longest rebound from an intermediate-term bottom during a bear market (nearly 7 months); 3) frequent record ratios of the biggest U.S. megacap shares relative to the rest of the S&P 500 or relative to other indices of small- and mid-cap U.S. shares. The last statistic is especially ominous, since the degree of overcrowding into the biggest U.S. companies has consistently been proportional to the subsequent total percentage losses for the best-known U.S. equity indices and funds. The following three charts highlight the astonishing enthusiasm for the biggest U.S. companies in recent weeks:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3731949fc0331326bebf3853914701b9\" tg-width=\"551\" tg-height=\"354\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7b5404f6f3568ee286f017752a582a2\" tg-width=\"915\" tg-height=\"533\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6171b7dd1d5b97c18d0567063338a06\" tg-width=\"495\" tg-height=\"330\"/></p><p></p><h4>If U.S. Treasuries are paying over 5% guaranteed with the interest exempt from state and local income taxes, how can other investments compete?</h4><p>The simple answer is that on a rational or analytical basis, there is no reason to purchase U.S. stocks, real estate, art, collectibles, or anything else if you can get 5% or more on U.S. Treasury bills. Only emotional reasons would justify purchasing fluctuating assets, especially since so many of those are trading near all-time record overvaluations and as described earlier in this update have rarely been more popular.</p><p>The 17-week U.S. Treasury bill usually sports among the highest yields of all U.S. Treasuries since it has only existed since October 2022 and many institutions aren't aware of it. This is a far more intelligent choice than putting money into absurdly-overpriced U.S. large-cap equity funds including QQQ, XLK, and SPY.</p><h4>The U.S. Federal Reserve is trying to slow the U.S. economy. Do you really think they'll fail in that pursuit?</h4><p>The U.S. Federal Reserve has just raised both of its key overnight lending rates by a total of five percent over a relatively short time period in order to slow the U.S. economy. Regardless of whether there is a soft landing or not, current valuations especially for the largest U.S. stocks aren't compatible with contracting economic growth. We don't need to have a recession in order to have a stock-market crash, since merely returning to fair value will produce massive percentage losses. Moreover, bear markets almost always bottom at a 30% to 50% discount to fair value.</p><h4>Gold mining and silver mining shares are often among the earliest assets to complete both tops and bottoms in any cycle. History always repeats itself with minor variations.</h4><p>Even though the price of spot gold almost exactly revisited its all-time high from August 2020, the prices of gold mining and silver mining shares remained dramatically below their peaks from that month. This served as an important negative divergence to warn us that, even though this sector is traditionally one of the strongest bear-market performers, for some period of weeks or months we are going to experience a meaningful correction in this sector which has been underway since April 13, 2023.</p><p>Funds including GDXJ and GDX are likely to complete their bottoms ahead of nearly all other risk assets over the next several months. Gold has repeatedly failed to remain above 2050 U.S. dollars per troy ounce, including a failed attempt on Wednesday, May 3, 2023, and will likely drop below 1800 before resuming its long-term uptrend which has been in effect since the beginning of this century. After gold mining and silver mining shares complete their pullbacks and begin to rebound, the clock will be ticking for most other stocks which will fall to multi-year lows over the subsequent several weeks or months.</p><h4>The biggest losses for U.S. stocks will be in 2024-2025, not in 2023. However, we are going to drop a lot more in 2023 than even many bearish analysts are anticipating.</h4><p>In 2024-2025, U.S. stocks are likely to return to their levels of 2013 and perhaps even 2012. In 2023, we generally won't approach or drop below most of the March 2020 bottoms, because it's not yet timely for such an event to occur. Bear markets are like avalanches: they start out slowly and build up momentum on the way down. All pullbacks are followed by powerful recoveries, each of which convinces most investors that the bear market is over and we're in a new bull market. If you don't believe this, then check how many times during the past 1-1/2 years Jim Cramer has insisted that the bear market has ended. Each time he and many other analysts became convinced that "the bear market is over", a renewed, ferocious downturn ensued.</p><p>A reasonable 2023 downside target for QQQ would be 200 or 190, and I think we will go lower than that before the end of this calendar year. This should be followed by a rebound of perhaps 40% over a period of several months, after which we will begin a much more severe downtrend.</p><h4>U.S. equity indices keep making upward spikes as is characteristic of an intermediate-term topping pattern in a bear market.</h4><p>QQQ briefly surged to intraday highs of 323.63 on May 1, 2023 and 322.47 on May 3, 2023. Topping patterns within bear markets feature repeated attempts to stage upside breakouts, just as bottoming patterns within bear markets are accompanied by repeated sharp downward moves. Investors tend to be easily fooled into believing that repeated upward intraday surges are bullish when they are profoundly bearish.</p><h4>VIX fell to 15.53 at 11:02 and 11:03 a.m. on Monday, May 1, 2023 for the first time since November 5, 2021.</h4><p>In past bear markets, multi-month low extremes for VIX were an important sell signal. Similarly, when VIX climbs to a multi-year high and then begins to form lower highs, as I think will be the case much later in 2023, this is a useful buy signal for U.S. equities and their funds.</p><h4>Investors are repeating the same recency-bias mistake as the Fed had done in 2020.</h4><p>Why did the Fed wait so long before starting to increase overnight lending rates? Didn't they notice that the U.S. stock market was approaching record bubble levels near the end of 2020? Of course they did, but the deciding factor in not raising rates at that time or in early 2021 was because we hadn't experienced a true inflationary binge since the early 1980s which was forty years earlier. If something hasn't happened for a long time, you start to believe that it's highly unlikely to reoccur even if it is by far the most probable outcome.</p><p>Investors are making the same serious mistake today. They're not putting most of their money into U.S. Treasury bills, in most cases not because they aren't aware how overpriced megacap U.S. shares are today (although some are simply ignorant), but because we haven't experienced a crushing bear market since early March 2009 which was more than 14 years ago. Anything which is that far in the past seems psychologically as though it can't happen again, even though it is by far the most likely outcome.</p><h4>The U.S. dollar index has been making higher lows since early 2021. The correction from the last week of September 2022 essentially ended at the beginning of February 2023 and we have been experiencing higher lows in preparation for a dramatic move higher for the greenback over the next several months.</h4><p>I keep reading about how I should invest in anticipation of a falling U.S. dollar. As with most media coverage, this is badly misguided. One of the major risks to the global economy is that the U.S. dollar, which reached its highest point in September 2022 in more than twenty years, is likely to achieve a 40-year zenith within two or three years. Bet on a rising U.S. dollar, not a falling one.</p><h4>Investors are overly concerned about commercial real estate and are not nearly concerned enough about residential real estate.</h4><p>Work-at-home popularity in recent years, encouraging companies to lease significantly less office space, has become widely broadcast and Charlie Munger was recently featured as highlighting this point. This phenomenon is probably more than built into current valuations for commercial real estate and associated REITs. Investors are ignoring the far more dangerous all-time record ratios of residential real estate in most neighborhoods to the average household incomes in those neighborhoods. Eventually residential real estate, like all other assets, must regress to fair value as measured by the average long-term ratios of housing prices to household incomes. This implies a 50% average decline for houses in most U.S. cities over the next few years if you don't adjust for inflation. If U.S. stocks end up mostly completing historic nadirs in 2025, then real estate might complete its bottoming process in 2025-2027 as residential housing prices tend to retreat to important lows a year or two later than the equity market.</p><h4>The bottom line: 2023 has experienced even more dangerous extremes than 2021 or 2022, and those had been among the most-overvalued episodes in U.S. history for large-cap U.S. equities.</h4><p>We can debate how much lower QQQ, XLK, and similar assets are likely to drop over the next 1-1/2 to 2-1/2 years. I feel pretty confident that QQQ will eventually trade below 80 which would not even be as large a total percentage decline as its 83.6% collapse from its March 10, 2000 top to its October 10, 2002 bottom. This would represent a slide of 75% for QQQ from its current level. Other funds which are laden with heavy weightings in the largest U.S. companies will suffer proportional declines.</p><h4>Disclosure of current holdings:</h4><h4>Below is my current asset allocation as of 4:00 p.m. on Monday, May 1, 2023.</h4><p>The order is as follows: 1) U.S. government bonds; 2) shorts; 3) gold/silver mining; 4) coins; 5) individual securities.</p><p>TIAA(Traditional)/VMFXX/FZDXX/Savings/Checking long: 26.44%;</p><p>26-Week/17-Week/52-Week/2-Year/8-Week/3-Year/5,10-Year TIPS long: 13.02%;</p><p>I Bonds long: 9.35%;</p><p>TLT long: 9.04%;</p><p>XLK short (all shorts are currently unhedged): 21.45%;</p><p>QQQ short: 8.74%;</p><p>XLE short: 4.59%;</p><p>XLI short: 2.37%;</p><p>XLV short: 1.62%;</p><p>SMH short: 0.69%;</p><p>GDXJ long: 11.45%;</p><p>ASA long: 7.33%;</p><p>GDX long: 3.25%;</p><p>BGEIX long: 1.59%;</p><p>Gold/silver/platinum coins: 6.10%;</p><p>HBI long: 0.31%;</p><p>EWZ long: 0.20%;</p><p>EWZS long: 0.08%;</p><p>PAK long: 0.02%;</p><p>EGPT long: 0.01%.</p><p>The numbers add up to more than 100% because short positions only require 25% to 30% collateral in stocks/funds and less than that in U.S. Treasuries (by SEC regulations; some brokers require more) to hold them with no margin required.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>All-Time Danger</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\">\nAll-Time Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-04 23:37 GMT+8 <a href=https://seekingalpha.com/article/4599776-all-time-danger><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.S., we had greater net inflows into U.S. equity funds in 2021 than in 2001 through 2020 combined. We...</p>\n\n<a href=\"https://seekingalpha.com/article/4599776-all-time-danger\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4599776-all-time-danger","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332134102","content_text":"In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.S., we had greater net inflows into U.S. equity funds in 2021 than in 2001 through 2020 combined. We also experienced all of the following all-time record extremes from early 2021 through early 2022: 1) the ratio of the total dollar volume of insider selling divided by the total dollar volume of insider buying; 2) the ratio of the top 50 U.S. companies by market capitalization relative to the entire U.S. stock market; 3) the ratio of the total market capitalization of the top 50 U.S. companies relative to the total U.S. GDP; 4) the overall valuation of the top 50 U.S. companies relative to the total market capitalization of the rest of the world; 5) the total volume of call buying; 6) the average daily net inflow into U.S. passive large-cap equity funds; 7) the divergence in behavior between the most-experienced investors who had never been heavier net sellers especially of the biggest U.S. company shares, versus the least-experienced participants who had never been more aggressive net buyers of U.S. equities.This article on Bloomberg from November 25, 2021, which doesn't even include the huge net inflows from the past several weeks of that year, highlights how investors became far too heavily committed to U.S. stocks at the worst possible time in history.2023 has smashed all previous U.S. large-cap stock-market extremes including those of 2021 and 2022.It was truly amazing to have all of the previous extremes surpassed for all previous U.S. large-cap equity bubbles including 1837, 1873, 1929, 1973, and 2000. I was convinced that we might never see such overenthusiasm, overinvesting, and overcommitment to the biggest U.S. stocks for another century or more. However, it didn't take a century to revisit these all-time distortions, as every single one of the above all-time records from 2021-2022 was surpassed in 2023.Practically every week we get a new all-time record or two: 1) the lowest VIX (15.53) during a bear market; 2) the longest rebound from an intermediate-term bottom during a bear market (nearly 7 months); 3) frequent record ratios of the biggest U.S. megacap shares relative to the rest of the S&P 500 or relative to other indices of small- and mid-cap U.S. shares. The last statistic is especially ominous, since the degree of overcrowding into the biggest U.S. companies has consistently been proportional to the subsequent total percentage losses for the best-known U.S. equity indices and funds. The following three charts highlight the astonishing enthusiasm for the biggest U.S. companies in recent weeks:If U.S. Treasuries are paying over 5% guaranteed with the interest exempt from state and local income taxes, how can other investments compete?The simple answer is that on a rational or analytical basis, there is no reason to purchase U.S. stocks, real estate, art, collectibles, or anything else if you can get 5% or more on U.S. Treasury bills. Only emotional reasons would justify purchasing fluctuating assets, especially since so many of those are trading near all-time record overvaluations and as described earlier in this update have rarely been more popular.The 17-week U.S. Treasury bill usually sports among the highest yields of all U.S. Treasuries since it has only existed since October 2022 and many institutions aren't aware of it. This is a far more intelligent choice than putting money into absurdly-overpriced U.S. large-cap equity funds including QQQ, XLK, and SPY.The U.S. Federal Reserve is trying to slow the U.S. economy. Do you really think they'll fail in that pursuit?The U.S. Federal Reserve has just raised both of its key overnight lending rates by a total of five percent over a relatively short time period in order to slow the U.S. economy. Regardless of whether there is a soft landing or not, current valuations especially for the largest U.S. stocks aren't compatible with contracting economic growth. We don't need to have a recession in order to have a stock-market crash, since merely returning to fair value will produce massive percentage losses. Moreover, bear markets almost always bottom at a 30% to 50% discount to fair value.Gold mining and silver mining shares are often among the earliest assets to complete both tops and bottoms in any cycle. History always repeats itself with minor variations.Even though the price of spot gold almost exactly revisited its all-time high from August 2020, the prices of gold mining and silver mining shares remained dramatically below their peaks from that month. This served as an important negative divergence to warn us that, even though this sector is traditionally one of the strongest bear-market performers, for some period of weeks or months we are going to experience a meaningful correction in this sector which has been underway since April 13, 2023.Funds including GDXJ and GDX are likely to complete their bottoms ahead of nearly all other risk assets over the next several months. Gold has repeatedly failed to remain above 2050 U.S. dollars per troy ounce, including a failed attempt on Wednesday, May 3, 2023, and will likely drop below 1800 before resuming its long-term uptrend which has been in effect since the beginning of this century. After gold mining and silver mining shares complete their pullbacks and begin to rebound, the clock will be ticking for most other stocks which will fall to multi-year lows over the subsequent several weeks or months.The biggest losses for U.S. stocks will be in 2024-2025, not in 2023. However, we are going to drop a lot more in 2023 than even many bearish analysts are anticipating.In 2024-2025, U.S. stocks are likely to return to their levels of 2013 and perhaps even 2012. In 2023, we generally won't approach or drop below most of the March 2020 bottoms, because it's not yet timely for such an event to occur. Bear markets are like avalanches: they start out slowly and build up momentum on the way down. All pullbacks are followed by powerful recoveries, each of which convinces most investors that the bear market is over and we're in a new bull market. If you don't believe this, then check how many times during the past 1-1/2 years Jim Cramer has insisted that the bear market has ended. Each time he and many other analysts became convinced that \"the bear market is over\", a renewed, ferocious downturn ensued.A reasonable 2023 downside target for QQQ would be 200 or 190, and I think we will go lower than that before the end of this calendar year. This should be followed by a rebound of perhaps 40% over a period of several months, after which we will begin a much more severe downtrend.U.S. equity indices keep making upward spikes as is characteristic of an intermediate-term topping pattern in a bear market.QQQ briefly surged to intraday highs of 323.63 on May 1, 2023 and 322.47 on May 3, 2023. Topping patterns within bear markets feature repeated attempts to stage upside breakouts, just as bottoming patterns within bear markets are accompanied by repeated sharp downward moves. Investors tend to be easily fooled into believing that repeated upward intraday surges are bullish when they are profoundly bearish.VIX fell to 15.53 at 11:02 and 11:03 a.m. on Monday, May 1, 2023 for the first time since November 5, 2021.In past bear markets, multi-month low extremes for VIX were an important sell signal. Similarly, when VIX climbs to a multi-year high and then begins to form lower highs, as I think will be the case much later in 2023, this is a useful buy signal for U.S. equities and their funds.Investors are repeating the same recency-bias mistake as the Fed had done in 2020.Why did the Fed wait so long before starting to increase overnight lending rates? Didn't they notice that the U.S. stock market was approaching record bubble levels near the end of 2020? Of course they did, but the deciding factor in not raising rates at that time or in early 2021 was because we hadn't experienced a true inflationary binge since the early 1980s which was forty years earlier. If something hasn't happened for a long time, you start to believe that it's highly unlikely to reoccur even if it is by far the most probable outcome.Investors are making the same serious mistake today. They're not putting most of their money into U.S. Treasury bills, in most cases not because they aren't aware how overpriced megacap U.S. shares are today (although some are simply ignorant), but because we haven't experienced a crushing bear market since early March 2009 which was more than 14 years ago. Anything which is that far in the past seems psychologically as though it can't happen again, even though it is by far the most likely outcome.The U.S. dollar index has been making higher lows since early 2021. The correction from the last week of September 2022 essentially ended at the beginning of February 2023 and we have been experiencing higher lows in preparation for a dramatic move higher for the greenback over the next several months.I keep reading about how I should invest in anticipation of a falling U.S. dollar. As with most media coverage, this is badly misguided. One of the major risks to the global economy is that the U.S. dollar, which reached its highest point in September 2022 in more than twenty years, is likely to achieve a 40-year zenith within two or three years. Bet on a rising U.S. dollar, not a falling one.Investors are overly concerned about commercial real estate and are not nearly concerned enough about residential real estate.Work-at-home popularity in recent years, encouraging companies to lease significantly less office space, has become widely broadcast and Charlie Munger was recently featured as highlighting this point. This phenomenon is probably more than built into current valuations for commercial real estate and associated REITs. Investors are ignoring the far more dangerous all-time record ratios of residential real estate in most neighborhoods to the average household incomes in those neighborhoods. Eventually residential real estate, like all other assets, must regress to fair value as measured by the average long-term ratios of housing prices to household incomes. This implies a 50% average decline for houses in most U.S. cities over the next few years if you don't adjust for inflation. If U.S. stocks end up mostly completing historic nadirs in 2025, then real estate might complete its bottoming process in 2025-2027 as residential housing prices tend to retreat to important lows a year or two later than the equity market.The bottom line: 2023 has experienced even more dangerous extremes than 2021 or 2022, and those had been among the most-overvalued episodes in U.S. history for large-cap U.S. equities.We can debate how much lower QQQ, XLK, and similar assets are likely to drop over the next 1-1/2 to 2-1/2 years. I feel pretty confident that QQQ will eventually trade below 80 which would not even be as large a total percentage decline as its 83.6% collapse from its March 10, 2000 top to its October 10, 2002 bottom. This would represent a slide of 75% for QQQ from its current level. Other funds which are laden with heavy weightings in the largest U.S. companies will suffer proportional declines.Disclosure of current holdings:Below is my current asset allocation as of 4:00 p.m. on Monday, May 1, 2023.The order is as follows: 1) U.S. government bonds; 2) shorts; 3) gold/silver mining; 4) coins; 5) individual securities.TIAA(Traditional)/VMFXX/FZDXX/Savings/Checking long: 26.44%;26-Week/17-Week/52-Week/2-Year/8-Week/3-Year/5,10-Year TIPS long: 13.02%;I Bonds long: 9.35%;TLT long: 9.04%;XLK short (all shorts are currently unhedged): 21.45%;QQQ short: 8.74%;XLE short: 4.59%;XLI short: 2.37%;XLV short: 1.62%;SMH short: 0.69%;GDXJ long: 11.45%;ASA long: 7.33%;GDX long: 3.25%;BGEIX long: 1.59%;Gold/silver/platinum coins: 6.10%;HBI long: 0.31%;EWZ long: 0.20%;EWZS long: 0.08%;PAK long: 0.02%;EGPT long: 0.01%.The numbers add up to more than 100% because short positions only require 25% to 30% collateral in stocks/funds and less than that in U.S. Treasuries (by SEC regulations; some brokers require more) to hold them with no margin required.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184957720100984,"gmtCreate":1686195101659,"gmtModify":1686195105415,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Trade whats infront of u","listText":"Trade whats infront of u","text":"Trade whats infront of u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184957720100984","repostId":"2341800265","repostType":2,"repost":{"id":"2341800265","kind":"news","pubTimestamp":1686189271,"share":"https://ttm.financial/m/news/2341800265?lang=&edition=fundamental","pubTime":"2023-06-08 09:54","market":"us","language":"en","title":"Palantir Stock: Get Out ASAP (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2341800265","media":"Seeking Alpha","summary":"Palantir Stock: Get Out ASAP (Rating Downgrade) (NYSE:PLTR)","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>After the Palantir stock recently broke through the $15 mark, I decided to update my thesis.</p></li><li><p>As I see it, the company has some significant problems related to the structure of its business model.</p></li><li><p>Alex Karp says in an interview that PLTR probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p></li><li><p>Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.</p></li><li><p>I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></li></ul><p>After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, <em>I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it'll take many years for PLTR to grow out of its current valuation.</em> I'm downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.</p><h2>Why Do I Think So?</h2><p>Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.</p><p>Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I've written before, the company has some problems related to the structure of its business model. And it's not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.</p><p>First off, Palantir's software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f198b23e4449894d36c74caf8370ce07\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>While Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.</p><p>And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d48c0b0f22419115fa897cfd6fdbddfd\" alt=\"Bloomberg [author's notes]\" title=\"Bloomberg [author's notes]\" tg-width=\"640\" tg-height=\"184\"/><span>Bloomberg [author's notes]</span></p><p>Correct me if I'm wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR's CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.</p><p>Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, Databricks, SAS, R, AWS, and Azure. Palantir's closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.</p><p>So I believe the company's business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.</p><p>But let's pretend for a moment that I'm wrong and AIP is indeed a game-changer. Let's just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b710b14aa42ca0e813128cf1121d32\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"640\" tg-height=\"723\"/><span>Credit Suisse [proprietary source]</span></p><p>This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS's numbers are also 19-18% above consensus. In other words, the bank's analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.</p><p>Pay attention to the forecast data above - it's very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by >75% over the same period. That's slightly faster than what the company has been posting since 2022.</p><p>PLRT's net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.</p><p><em>In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?</em></p><p>Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won't go beyond the $15.00/sh mark.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07036fb1cf9e0312f902c94b8fa8d172\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"544\" tg-height=\"426\"/><span>Credit Suisse [proprietary source]</span></p><p>With PLTR's P/E ratio back at >70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don't know about you, but I can't understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f2a7d46e1305309af2b87a1a7e0bc8f\" alt=\"Seeking Alpha, PLTR, author's notes\" title=\"Seeking Alpha, PLTR, author's notes\" tg-width=\"640\" tg-height=\"468\"/><span>Seeking Alpha, PLTR, author's notes</span></p><p>Even with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.</p><h2>The Bottom Line</h2><p>I realize that I could easily be wrong in my assessments of the company's business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it's too early to judge AIP's success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.</p><p>However, I try to think through the prism of the most likely events. I think it's more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company's operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.</p><p>For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Get Out ASAP (Rating Downgrade)</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\">\nPalantir Stock: Get Out ASAP (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 09:54 GMT+8 <a href=https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model...</p>\n\n<a href=\"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341800265","content_text":"SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model.Alex Karp says in an interview that PLTR probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.I assign a Sell rating on PLTR stock, downgrading it from Hold.After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it'll take many years for PLTR to grow out of its current valuation. I'm downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.Why Do I Think So?Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I've written before, the company has some problems related to the structure of its business model. And it's not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.First off, Palantir's software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.Data by YChartsWhile Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Bloomberg [author's notes]Correct me if I'm wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR's CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like Snowflake, Databricks, SAS, R, AWS, and Azure. Palantir's closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.So I believe the company's business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.But let's pretend for a moment that I'm wrong and AIP is indeed a game-changer. Let's just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:Credit Suisse [proprietary source]This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS's numbers are also 19-18% above consensus. In other words, the bank's analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.Pay attention to the forecast data above - it's very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by >75% over the same period. That's slightly faster than what the company has been posting since 2022.PLRT's net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won't go beyond the $15.00/sh mark.Credit Suisse [proprietary source]With PLTR's P/E ratio back at >70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don't know about you, but I can't understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.Seeking Alpha, PLTR, author's notesEven with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.The Bottom LineI realize that I could easily be wrong in my assessments of the company's business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it's too early to judge AIP's success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.However, I try to think through the prism of the most likely events. I think it's more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company's operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979081413,"gmtCreate":1685176416632,"gmtModify":1685176419758,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>All the bagholders finally see the light","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>All the bagholders finally see the light","text":"$Palantir Technologies Inc.(PLTR)$ All the bagholders finally see the light","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979081413","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947208203,"gmtCreate":1683147242803,"gmtModify":1683147248522,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Macro economics ","listText":"Macro economics ","text":"Macro economics","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947208203","repostId":"1145542970","repostType":2,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206756791824544,"gmtCreate":1691508002924,"gmtModify":1691565748017,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$ </a><v-v data-views=\"1\"></v-v>","text":"$Invesco QQQ Trust-ETF(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206756791824544","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185498735333480,"gmtCreate":1686327056988,"gmtModify":1686327059926,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$ </a><v-v data-views=\"0\"></v-v>Risk to reward ratio is higer now on the short side","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$ </a><v-v data-views=\"0\"></v-v>Risk to reward ratio is higer now on the short side","text":"$Invesco QQQ Trust(QQQ)$ Risk to reward ratio is higer now on the short side","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185498735333480","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185498029887632,"gmtCreate":1686327024518,"gmtModify":1686327027543,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$ </a><v-v data-views=\"0\"></v-v>","text":"$Invesco QQQ Trust(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185498029887632","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970661438,"gmtCreate":1684395075625,"gmtModify":1684395079110,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Wheres all the talk about recession and interest rate","listText":"Wheres all the talk about recession and interest rate","text":"Wheres all the talk about recession and interest rate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970661438","repostId":"1131316156","repostType":2,"repost":{"id":"1131316156","kind":"news","pubTimestamp":1684393261,"share":"https://ttm.financial/m/news/1131316156?lang=&edition=fundamental","pubTime":"2023-05-18 15:01","market":"us","language":"en","title":"Hedge Funds Are Doubling Down on Chip Stocks Like Nvidia, AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1131316156","media":"InvestorPlace","summary":"Hedge funds went all in on the semiconductor industry during the first quarter of 2023.In Q2, chip s","content":"<html><head></head><body><ul><li><p>Hedge funds went all in on the semiconductor industry during the first quarter of 2023.</p></li><li><p>In Q2, chip stocks are still rising steadily and showing no signs of slowing down.</p></li><li><p><strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) and <strong>Advanced Micro Devices</strong> (<strong><u>AMD</u></strong>) are leading the charge forward.</p></li></ul><p>If institutional investment is any indication, the boom in chip stocks is still going strong. More than that, the momentum is poised to remain a defining market trend throughout the second half of 2023.</p><p style=\"text-align: start;\">Part of the ongoing success with chip stocks is due to high interest in artificial intelligence (AI). This fast-growing area of tech is helping spur demand for semiconductors and growth for the companies that produce them. As a result, hedge funds doubled down on chip stocks throughout the first quarter. That puts the sector’s biggest names in focus, such as <strong>Nvidia</strong> (NASDAQ: <strong><u>NVDA</u></strong>) and <strong>Advanced Micro Devices</strong> (NASDAQ: <strong><u>AMD</u></strong>). However, other companies in the chip space have seen institutional investment rise as well.</p><p style=\"text-align: start;\">Does this mean now is the time for retail investors to closely watch chip stocks before they rise even further? Let’s take a closer look at which names hedge funds are buying up and what investors can expect.</p><h2 style=\"text-align: start;\">Chip Stocks Are Hot for a Reason</h2><p style=\"text-align: start;\">Which companies have been the biggest winners of the semiconductor boom so far? According to <em>Barron’s</em>, data from 13F forms shows that investors purchased a combined total of 27 million shares of NVDA stock and 38 million shares of AMD during Q1. That indicates increases of 2.5% and 5% respectively from the previous quarter. While <strong>Bridgewater Associates</strong> — the country’s largest hedge fund — did not stock up on either of those names, it did double down on other chip stocks. The firm added shares of both <strong>Broadcom</strong> (NASDAQ:AVGO) and <strong>Lam Research</strong> (NASDAQ: LRCX) to its holdings.</p><p style=\"text-align: start;\">All of the four chip stocks mentioned are in the green today and have spent the past six months rising steadily. However, it must be noted that NVDA stock has enjoyed a truly stellar two quarters, rising almost 90% since mid-November. The company recently hit a new 52-week high and reached a higher valuation than Warren Buffett’s <strong>Berkshire Hathaway </strong>(NYSE:BRK-A, NYSE:BRK-B). This supports the argument that Nvidia could be among the next trillion-dollar companies. <em>InvestorPlace</em> contributor Muslim Farooque notes:</p><blockquote>“As we have seen in the past few months, AI isn’t confined to merely internet searches […] [I]ts reach extends into streamlining disease screening, enhancing crop yields, improving logistics, and whatnot […] Whatever shape or form AI takes, though, Nvidia stands at the heart of this transformation, with its powerhouse GPUs and cutting-edge software fueling its innovation engine.”</blockquote><p style=\"text-align: start;\">That isn’t to say that other chip stocks don’t have significant growth potential. Both Broadcom and AMD recently reported stellar earnings. On top of that, things may be about to get even better for the entire sector. According to Bernstein, the personal computing market seems to be “normalizing.” Put another way, the market is returning to levels from before the Covid-19 pandemic.</p><h2 style=\"text-align: start;\">What Comes Next?</h2><p style=\"text-align: start;\">As the semicondctor boom continues, one question has be asked:<em> Is it too late for investors to gain exposure to chip stocks?</em> While names like Nvidia and Broadcom currently trade at very high levels, that doesn’t mean they don’t have further to run. The fact that institutional investors have been stocking up on these names recently should reassure investors as well. What’s more, if Bernstein is correct, chipmakers will see even greater demand as the PC market stabilizes — this time with the added benefit of the AI gold rush creating more tailwinds.</p></body></html>","source":"investorplace","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>Hedge Funds Are Doubling Down on Chip Stocks Like Nvidia, AMD</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\">\nHedge Funds Are Doubling Down on Chip Stocks Like Nvidia, AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 15:01 GMT+8 <a href=https://investorplace.com/2023/05/hedge-funds-are-doubling-down-on-chip-stocks-like-nvda-amd/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds went all in on the semiconductor industry during the first quarter of 2023.In Q2, chip stocks are still rising steadily and showing no signs of slowing down.Nvidia (NVDA) and Advanced ...</p>\n\n<a href=\"https://investorplace.com/2023/05/hedge-funds-are-doubling-down-on-chip-stocks-like-nvda-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://investorplace.com/2023/05/hedge-funds-are-doubling-down-on-chip-stocks-like-nvda-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131316156","content_text":"Hedge funds went all in on the semiconductor industry during the first quarter of 2023.In Q2, chip stocks are still rising steadily and showing no signs of slowing down.Nvidia (NVDA) and Advanced Micro Devices (AMD) are leading the charge forward.If institutional investment is any indication, the boom in chip stocks is still going strong. More than that, the momentum is poised to remain a defining market trend throughout the second half of 2023.Part of the ongoing success with chip stocks is due to high interest in artificial intelligence (AI). This fast-growing area of tech is helping spur demand for semiconductors and growth for the companies that produce them. As a result, hedge funds doubled down on chip stocks throughout the first quarter. That puts the sector’s biggest names in focus, such as Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD). However, other companies in the chip space have seen institutional investment rise as well.Does this mean now is the time for retail investors to closely watch chip stocks before they rise even further? Let’s take a closer look at which names hedge funds are buying up and what investors can expect.Chip Stocks Are Hot for a ReasonWhich companies have been the biggest winners of the semiconductor boom so far? According to Barron’s, data from 13F forms shows that investors purchased a combined total of 27 million shares of NVDA stock and 38 million shares of AMD during Q1. That indicates increases of 2.5% and 5% respectively from the previous quarter. While Bridgewater Associates — the country’s largest hedge fund — did not stock up on either of those names, it did double down on other chip stocks. The firm added shares of both Broadcom (NASDAQ:AVGO) and Lam Research (NASDAQ: LRCX) to its holdings.All of the four chip stocks mentioned are in the green today and have spent the past six months rising steadily. However, it must be noted that NVDA stock has enjoyed a truly stellar two quarters, rising almost 90% since mid-November. The company recently hit a new 52-week high and reached a higher valuation than Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B). This supports the argument that Nvidia could be among the next trillion-dollar companies. InvestorPlace contributor Muslim Farooque notes:“As we have seen in the past few months, AI isn’t confined to merely internet searches […] [I]ts reach extends into streamlining disease screening, enhancing crop yields, improving logistics, and whatnot […] Whatever shape or form AI takes, though, Nvidia stands at the heart of this transformation, with its powerhouse GPUs and cutting-edge software fueling its innovation engine.”That isn’t to say that other chip stocks don’t have significant growth potential. Both Broadcom and AMD recently reported stellar earnings. On top of that, things may be about to get even better for the entire sector. According to Bernstein, the personal computing market seems to be “normalizing.” Put another way, the market is returning to levels from before the Covid-19 pandemic.What Comes Next?As the semicondctor boom continues, one question has be asked: Is it too late for investors to gain exposure to chip stocks? While names like Nvidia and Broadcom currently trade at very high levels, that doesn’t mean they don’t have further to run. The fact that institutional investors have been stocking up on these names recently should reassure investors as well. What’s more, if Bernstein is correct, chipmakers will see even greater demand as the PC market stabilizes — this time with the added benefit of the AI gold rush creating more tailwinds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117961211,"gmtCreate":1623113837433,"gmtModify":1704196282079,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Management is the key to growth. ","listText":"Management is the key to growth. ","text":"Management is the key to growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/117961211","repostId":"2141256310","repostType":4,"repost":{"id":"2141256310","kind":"news","pubTimestamp":1623110136,"share":"https://ttm.financial/m/news/2141256310?lang=&edition=fundamental","pubTime":"2021-06-08 07:55","market":"us","language":"en","title":"Telsa Executive and Top Musk Lieutenant Has Left the Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2141256310","media":"Bloomberg","summary":" -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was $one$ of four top executives running the company alongside Chief Executive Officer Elon Musk.Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of hea","content":"<p>(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was <a href=\"https://laohu8.com/S/AONE\">one</a> of four top executives running the company alongside Chief Executive Officer Elon Musk.</p><p>Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of heavy trucking in March of this year.</p><p>“That is a huge and unexpected loss,” Pierre Ferragu, an analyst at New Street Research who has a buy recommendation on the Tesla shares, said in an email. He added the news is part of a pattern of high-level executive departures at the company. “Jerome’s contribution to Tesla will remain part of the company and the company will continue to attract other top-guns.”</p><p>Tesla fell as much as 0.8% in postmarket trading Monday after closing up 1% to $605.13. The stock is down about 14% this year.</p><p>Guillen, who is French, joined Tesla in the fall of 2010 as the program director for the Model S, the breakthrough electric vehicle which laid the groundwork for the crossover Model X and more mass market Model 3 that followed. He was 48 years old as of Tesla’s latest annual report.</p><p>Guillen didn’t immediately respond to a request for comment.</p><p>Turnover Struggle</p><p>Tesla has struggled with executive turnover for years. Guillen took a several-months-long leave of absence from the company in 2015 but returned in 2016 to lead the company’s Semi truck program. He was promoted in 2018 to serve as the head of automotive operations.</p><p>The executive is known for building an assembly line against all odds in a tent outside of Tesla’s auto plant in Fremont, California. The cobbled-together line was instrumental to the company finally delivering on the Model 3, a bet-the-company effort that nearly bankrupted Tesla in 2018.</p><p>Musk Elevates Tesla’s Little-Known Fixer to Steer Past Drama</p><p>His sudden exit leaves Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, a senior vice president in charge of powertrain and energy engineering, as the triumvirate atop the company, which has more than 70,000 employees globally.</p><p>“We thank him for his many contributions and wish him well in his future career,” the electric carmaker said in the filing.</p><p>Guillen, who previously worked at Daimler AG, briefly appeared on stage when Tesla unveiled the Semi Truck in the fall of 2017. But initial production of the Semi has been delayed and is dependent on new, larger 4680 battery cells that Tesla is trying to make in-house and get from long-time suppliers like Japan’s Panasonic Corp.</p><p>Musk said via a tweet Sunday that Tesla has canceled plans to build a longer range version of its Model S known as the Plaid +, a vehicle that also was supposed to use the new type of battery.</p><p>Musk didn’t address whether the availability of the 4680 factored in Tesla’s decision to cancel the upscale version of the flagship sedan. Tesla will debut the standard Plaid model at an event scheduled to take place June 10.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Telsa Executive and Top Musk Lieutenant Has Left the Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTelsa Executive and Top Musk Lieutenant Has Left the Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 07:55 GMT+8 <a href=https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was one of four top executives running the company ...</p>\n\n<a href=\"https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2141256310","content_text":"(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was one of four top executives running the company alongside Chief Executive Officer Elon Musk.Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of heavy trucking in March of this year.“That is a huge and unexpected loss,” Pierre Ferragu, an analyst at New Street Research who has a buy recommendation on the Tesla shares, said in an email. He added the news is part of a pattern of high-level executive departures at the company. “Jerome’s contribution to Tesla will remain part of the company and the company will continue to attract other top-guns.”Tesla fell as much as 0.8% in postmarket trading Monday after closing up 1% to $605.13. The stock is down about 14% this year.Guillen, who is French, joined Tesla in the fall of 2010 as the program director for the Model S, the breakthrough electric vehicle which laid the groundwork for the crossover Model X and more mass market Model 3 that followed. He was 48 years old as of Tesla’s latest annual report.Guillen didn’t immediately respond to a request for comment.Turnover StruggleTesla has struggled with executive turnover for years. Guillen took a several-months-long leave of absence from the company in 2015 but returned in 2016 to lead the company’s Semi truck program. He was promoted in 2018 to serve as the head of automotive operations.The executive is known for building an assembly line against all odds in a tent outside of Tesla’s auto plant in Fremont, California. The cobbled-together line was instrumental to the company finally delivering on the Model 3, a bet-the-company effort that nearly bankrupted Tesla in 2018.Musk Elevates Tesla’s Little-Known Fixer to Steer Past DramaHis sudden exit leaves Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, a senior vice president in charge of powertrain and energy engineering, as the triumvirate atop the company, which has more than 70,000 employees globally.“We thank him for his many contributions and wish him well in his future career,” the electric carmaker said in the filing.Guillen, who previously worked at Daimler AG, briefly appeared on stage when Tesla unveiled the Semi Truck in the fall of 2017. But initial production of the Semi has been delayed and is dependent on new, larger 4680 battery cells that Tesla is trying to make in-house and get from long-time suppliers like Japan’s Panasonic Corp.Musk said via a tweet Sunday that Tesla has canceled plans to build a longer range version of its Model S known as the Plaid +, a vehicle that also was supposed to use the new type of battery.Musk didn’t address whether the availability of the 4680 factored in Tesla’s decision to cancel the upscale version of the flagship sedan. Tesla will debut the standard Plaid model at an event scheduled to take place June 10.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156497269,"gmtCreate":1625233530651,"gmtModify":1703739006601,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Looks like gona break 700","listText":"Looks like gona break 700","text":"Looks like gona break 700","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/156497269","repostId":"1116704209","repostType":2,"repost":{"id":"1116704209","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625233295,"share":"https://ttm.financial/m/news/1116704209?lang=&edition=fundamental","pubTime":"2021-07-02 21:41","market":"us","language":"en","title":"Tesla shares stood at $700 for the first time since May 3","url":"https://stock-news.laohu8.com/highlight/detail?id=1116704209","media":"Tiger Newspress","summary":"Tesla shares stood at $700 for the first time since May 3.\n\nTesla Inc on Friday posted a record 201,","content":"<p>Tesla shares stood at $700 for the first time since May 3.</p>\n<p><img src=\"https://static.tigerbbs.com/75c00bec95ffda8fc80f6a0c562a76ff\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p>\n<p>Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares stood at $700 for the first time since May 3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares stood at $700 for the first time since May 3\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares stood at $700 for the first time since May 3.</p>\n<p><img src=\"https://static.tigerbbs.com/75c00bec95ffda8fc80f6a0c562a76ff\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p>\n<p>Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116704209","content_text":"Tesla shares stood at $700 for the first time since May 3.\n\nTesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.\nAnalysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035590985,"gmtCreate":1647620721042,"gmtModify":1676534252111,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Suddenly the shorts very quiet","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Suddenly the shorts very quiet","text":"$Tiger Brokers(TIGR)$Suddenly the shorts very quiet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035590985","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897627924,"gmtCreate":1628914617768,"gmtModify":1676529892999,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"tesla to the moon","listText":"tesla to the moon","text":"tesla to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897627924","repostId":"2159721520","repostType":2,"repost":{"id":"2159721520","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":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1628887162,"share":"https://ttm.financial/m/news/2159721520?lang=&edition=fundamental","pubTime":"2021-08-14 04:39","market":"hk","language":"en","title":"Tesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2159721520","media":"T-Reuters","summary":"Tesla Inc :Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil V","content":"<html><body><p>Tesla Inc <tsla.o>:Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</tsla.o></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-08-14 04:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Tesla Inc <tsla.o>:Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</tsla.o></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SANA":"Sana Biotechnology, Inc.","TSLA":"特斯拉","TSS":"Total System Services","LHDX":"Lucira Health, Inc.","APR":"Apria, Inc.","CGEM":"Cullinan Therapeutics","LABP":"Landos Biopharma, Inc."},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159721520","content_text":"Tesla Inc :Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254555719790832,"gmtCreate":1703184128161,"gmtModify":1703189287138,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"If feds starts cutting rates means economy is gloomy","listText":"If feds starts cutting rates means economy is gloomy","text":"If feds starts cutting rates means economy is gloomy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254555719790832","repostId":"1100377429","repostType":2,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952541022,"gmtCreate":1674843259766,"gmtModify":1676538962239,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$ </a><v-v data-views=\"1\"></v-v>","text":"$Lucid Group Inc(LCID)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952541022","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051779066,"gmtCreate":1654745464155,"gmtModify":1676535503773,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Buy the next dip","listText":"Buy the next dip","text":"Buy the next dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051779066","repostId":"2242298847","repostType":4,"repost":{"id":"2242298847","kind":"highlight","pubTimestamp":1654731734,"share":"https://ttm.financial/m/news/2242298847?lang=&edition=fundamental","pubTime":"2022-06-09 07:42","market":"us","language":"en","title":"Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games","url":"https://stock-news.laohu8.com/highlight/detail?id=2242298847","media":"seekingalpha","summary":"Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted fro","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/c734479100befddea1e6e6d9d50f31a2\" tg-width=\"750\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.</p><p>Early Wednesday, Chinese authorities approved another license for domestic video games, which gave investors enthusiasm about the business prospects for many of China's leading tech companies. It was the second round of new licenses this week, and came after China put a halt on such licenses last year in and effort to curtail the amount of time minors in the country were spending online.</p><p>With Wednesday's gains, Alibaba (BABA) shares ended the day at $119.62, their best close since February.</p><p>Along with Alibaba (BABA) other Chinese stocks flexed their muscles, with JD.com (JD) rising almost 8%, PinDuoDuo (PDD) climbing nearly 10%, Baidu (BIDU) and ride-sharing leader DiDi Global (DIDI) rising more than 12% on the day.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games</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 Did Alibaba Shares Rise Almost 15% Wednesday? It's All in the Games\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 07:42 GMT+8 <a href=https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.Early Wednesday, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4554":"元宇宙及AR概念","JD":"京东","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","DIDIY":"DiDi Global Inc.","BIDU":"百度","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BK4575":"芯片概念","BK4509":"腾讯概念","DIDI":"滴滴(已退市)","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4538":"云计算","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4526":"热门中概股","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BABA":"阿里巴巴","BK4502":"阿里概念","BK4022":"陆运","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09988":"阿里巴巴-W","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","09618":"京东集团-SW","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4565":"NFT概念","PDD":"拼多多"},"source_url":"https://seekingalpha.com/news/3846903-why-did-alibaba-shares-rose-almost-15-wednesday-its-all-in-the-games","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2242298847","content_text":"Alibaba (NYSE:BABA) shares climbed almost 15% Wednesday as the Chinese Internet giant benefitted from signs that the Beijing government is taking new steps to support its tech sector.Early Wednesday, Chinese authorities approved another license for domestic video games, which gave investors enthusiasm about the business prospects for many of China's leading tech companies. It was the second round of new licenses this week, and came after China put a halt on such licenses last year in and effort to curtail the amount of time minors in the country were spending online.With Wednesday's gains, Alibaba (BABA) shares ended the day at $119.62, their best close since February.Along with Alibaba (BABA) other Chinese stocks flexed their muscles, with JD.com (JD) rising almost 8%, PinDuoDuo (PDD) climbing nearly 10%, Baidu (BIDU) and ride-sharing leader DiDi Global (DIDI) rising more than 12% on the day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033866778,"gmtCreate":1646253337123,"gmtModify":1676534107705,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Drop drop drop to the SEA","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Drop drop drop to the SEA","text":"$Sea Ltd(SE)$Drop drop drop to the SEA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033866778","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352575088038144,"gmtCreate":1727096674962,"gmtModify":1727096678735,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/c6aa63fcedaf21ebd5f2a19334f63825","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566892305869986","authorIdStr":"3566892305869986"},"themes":[],"htmlText":"Btc is bullish but what about mara","listText":"Btc is bullish but what about mara","text":"Btc is bullish but what about mara","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352575088038144","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}