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2022-01-12

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Toplines Before US Market Open on Wednesday

2022-01-12

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Palantir: Worth $10, But I'll Buy At $15

2022-01-11

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Engaged Capital Warns Coupons.com-Owner Quotient Not to Pursue a Share Sale

2022-01-10

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3 Top Gaming Stocks to Buy in January

2022-01-09

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EV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More

2021-09-22

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2021-09-22

$Taiwan Semiconductor Manufacturing(TSM)$Bdhdjkd

2021-09-21

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2021-09-21

$Taiwan Semiconductor Manufacturing(TSM)$bdjdjdj

2021-09-16

$Taiwan Semiconductor Manufacturing(TSM)$Hdhhdjdf

2021-09-15

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2021-09-11

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2021-09-10

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Wall Street ends down after jobless claims hit 18-month low

2021-09-10

$Taiwan Semiconductor Manufacturing(TSM)$zzzzz

2021-09-10

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2021-09-07

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2021-09-07

$Taiwan Semiconductor Manufacturing(TSM)$Hgghgh

2021-09-05

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2021-09-04

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2021-09-04

$Taiwan Semiconductor Manufacturing(TSM)$bdnfjfj

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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":1641992458,"share":"https://ttm.financial/m/news/1184836331?lang=&edition=fundamental","pubTime":"2022-01-12 21:00","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1184836331","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Wednesday, with investors bracing for consumer prices data ","content":"<html><head></head><body><p>U.S. stock index futures edged higher on Wednesday, with investors bracing for consumer prices data that is expected to show an almost four-decade high in December, while big technology stocks bounced after a bruising selloff at the start of the year.</p><p>At 8:00 a.m. ET, Dow E-minis were up 40 points, or 0.11%, S&amp;P 500 E-minis were up 4.5 points, or 0.10% and Nasdaq 100 E-minis were up 28.75 points, or 0.18%.</p><p><img src=\"https://static.tigerbbs.com/a58cbdb901f5c4ccbc42534211cbc158\" tg-width=\"963\" tg-height=\"332\" width=\"100%\" height=\"auto\"/></p><p>Growth and technology stocks, hit by rising Treasury yields and hawkish commentary from the Federal Reserve, have attempted to climb back this week, with investors watching a variety of metrics to decide whether to buy the rally or brace for more declines.</p><p>Mega-cap growth companies including <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> , <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> , <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a> extended their gains and edged up to 0.8% in premarket trading.</p><p>Big Tech recovered early losses and led gains on Tuesday after Fed Chair Jerome Powellsounded less hawkish in his testimony to Congress, easing concerns sparked by minutes from the central bank&#39;s December meeting.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash</a> – The stock added 2.6% in the premarket after Evercore upgraded it to “outperform” from “in line.” Evercore said the delivery service has strong fundamentals and the stock is at an attractive valuation. Separately,Meta Platforms(FB) named DoorDash CEO Tony Xu to its board of directors, the first new appointment to the Facebook parent’s board in nearly two years.</p><p><a href=\"https://laohu8.com/S/DIDI\">Didi Global</a> – The ride-hailing company’s shares rallied 5.9% in premarket trading on reports that it is in talks for a second-quarter Hong Kong IPO as it continues the process of delisting from the New York Stock Exchange.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a> – Philips shares tumbled 15.6% in premarket action after predicting a roughly 40% drop in core profit for the fourth quarter. The Dutch health technology company’s results are being impacted by component shortages, its ventilator recall and other factors.</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a> – The biopharmaceutical company’s stock jumped 5.5% in premarket trading after a booster dose of its vaccine candidate Covaxin was shown to neutralize the Covid-19 omicron and delta variants.</p><p><a href=\"https://laohu8.com/S/AJRD\">Aerojet Rocketdyne</a> – The FTC has postponed a vote onLockheed Martin’s (LMT) proposed takeover of the aerospace systems maker for at least two weeks, according to people briefed on the matter who spoke to Reuters. Opponents of the deal say it would give Lockheed a dominant share of the market for rocket motors. Aerojet Rocketdyne shares added 3% in the premarket.</p><p><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> – Biogen shares sank 9.1% in premarket trading after Medicare agreed to only partially cover the Alzheimer’s drug Aduhelm. Medicare will cover the treatment only if patients are enrolled in clinical trials and have early-stage symptoms.</p><p><a href=\"https://laohu8.com/S/DISH\">Dish Network</a> – Dish and DirecTV are once again in merger talks, according to sources who spoke to the New York Post. The satellite TV companies have held on-and-off talks periodically over the past 20 years, with the latest round said to be pushed forward by DirecTV’s minority owner TPG Capital. Dish Network surged 7.4% in the premarket.</p><p><a href=\"https://laohu8.com/S/GRUB\">Just Eat Takeaway</a> – The Grubhub parent rallied 4.3% in the premarket after the company maintained its 2022 forecast and said it was seeing a rise in order volume.</p><p><a href=\"https://laohu8.com/S/ALLY\">Ally Financial</a> – The bank announced a 20% dividend increase, raising its quarterly payout to 30 cents per share, and also authorized a $2 billion share repurchase program. Ally Financial gained 2.9% in premarket trading.</p><p><a href=\"https://laohu8.com/S/CROX\">Crocs</a> – The casual shoe maker’s stock rose 1.5% in premarket action after Piper Sandler named it a “top pick” for 2022, calling it one of the most impressive consumer growth stories for several years to come.</p><p><a href=\"https://laohu8.com/S/AMBA\">Ambarella</a> – Ambarella shares gained 2.7% in the premarket after Wells Fargo upgraded the chipmaker to “overweight” from “equal weight.” Wells Fargo said Ambarella has an attractive valuation after a recent pullback and called it one of the best ways to play the artificial intelligence market.</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>Toplines Before US Market Open on Wednesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-12 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged higher on Wednesday, with investors bracing for consumer prices data that is expected to show an almost four-decade high in December, while big technology stocks bounced after a bruising selloff at the start of the year.</p><p>At 8:00 a.m. ET, Dow E-minis were up 40 points, or 0.11%, S&amp;P 500 E-minis were up 4.5 points, or 0.10% and Nasdaq 100 E-minis were up 28.75 points, or 0.18%.</p><p><img src=\"https://static.tigerbbs.com/a58cbdb901f5c4ccbc42534211cbc158\" tg-width=\"963\" tg-height=\"332\" width=\"100%\" height=\"auto\"/></p><p>Growth and technology stocks, hit by rising Treasury yields and hawkish commentary from the Federal Reserve, have attempted to climb back this week, with investors watching a variety of metrics to decide whether to buy the rally or brace for more declines.</p><p>Mega-cap growth companies including <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> , <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> , <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc</a> and <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a> extended their gains and edged up to 0.8% in premarket trading.</p><p>Big Tech recovered early losses and led gains on Tuesday after Fed Chair Jerome Powellsounded less hawkish in his testimony to Congress, easing concerns sparked by minutes from the central bank&#39;s December meeting.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/DASH\">DoorDash</a> – The stock added 2.6% in the premarket after Evercore upgraded it to “outperform” from “in line.” Evercore said the delivery service has strong fundamentals and the stock is at an attractive valuation. Separately,Meta Platforms(FB) named DoorDash CEO Tony Xu to its board of directors, the first new appointment to the Facebook parent’s board in nearly two years.</p><p><a href=\"https://laohu8.com/S/DIDI\">Didi Global</a> – The ride-hailing company’s shares rallied 5.9% in premarket trading on reports that it is in talks for a second-quarter Hong Kong IPO as it continues the process of delisting from the New York Stock Exchange.</p><p><a href=\"https://laohu8.com/S/PHG\">Philips</a> – Philips shares tumbled 15.6% in premarket action after predicting a roughly 40% drop in core profit for the fourth quarter. The Dutch health technology company’s results are being impacted by component shortages, its ventilator recall and other factors.</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a> – The biopharmaceutical company’s stock jumped 5.5% in premarket trading after a booster dose of its vaccine candidate Covaxin was shown to neutralize the Covid-19 omicron and delta variants.</p><p><a href=\"https://laohu8.com/S/AJRD\">Aerojet Rocketdyne</a> – The FTC has postponed a vote onLockheed Martin’s (LMT) proposed takeover of the aerospace systems maker for at least two weeks, according to people briefed on the matter who spoke to Reuters. Opponents of the deal say it would give Lockheed a dominant share of the market for rocket motors. Aerojet Rocketdyne shares added 3% in the premarket.</p><p><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> – Biogen shares sank 9.1% in premarket trading after Medicare agreed to only partially cover the Alzheimer’s drug Aduhelm. Medicare will cover the treatment only if patients are enrolled in clinical trials and have early-stage symptoms.</p><p><a href=\"https://laohu8.com/S/DISH\">Dish Network</a> – Dish and DirecTV are once again in merger talks, according to sources who spoke to the New York Post. The satellite TV companies have held on-and-off talks periodically over the past 20 years, with the latest round said to be pushed forward by DirecTV’s minority owner TPG Capital. Dish Network surged 7.4% in the premarket.</p><p><a href=\"https://laohu8.com/S/GRUB\">Just Eat Takeaway</a> – The Grubhub parent rallied 4.3% in the premarket after the company maintained its 2022 forecast and said it was seeing a rise in order volume.</p><p><a href=\"https://laohu8.com/S/ALLY\">Ally Financial</a> – The bank announced a 20% dividend increase, raising its quarterly payout to 30 cents per share, and also authorized a $2 billion share repurchase program. Ally Financial gained 2.9% in premarket trading.</p><p><a href=\"https://laohu8.com/S/CROX\">Crocs</a> – The casual shoe maker’s stock rose 1.5% in premarket action after Piper Sandler named it a “top pick” for 2022, calling it one of the most impressive consumer growth stories for several years to come.</p><p><a href=\"https://laohu8.com/S/AMBA\">Ambarella</a> – Ambarella shares gained 2.7% in the premarket after Wells Fargo upgraded the chipmaker to “overweight” from “equal weight.” Wells Fargo said Ambarella has an attractive valuation after a recent pullback and called it one of the best ways to play the artificial intelligence market.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司","AMBA":"安霸","OCGN":"Ocugen",".DJI":"道琼斯","AJRD":"Aerojet Rocketdyne Holdings Inc","PHG":"飞利浦","ALLY":"Ally Financial Inc.","DIDI":"滴滴(已退市)","DASH":"DoorDash, Inc.",".IXIC":"NASDAQ Composite","DISH":"Dish Network",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184836331","content_text":"U.S. stock index futures edged higher on Wednesday, with investors bracing for consumer prices data that is expected to show an almost four-decade high in December, while big technology stocks bounced after a bruising selloff at the start of the year.At 8:00 a.m. ET, Dow E-minis were up 40 points, or 0.11%, S&P 500 E-minis were up 4.5 points, or 0.10% and Nasdaq 100 E-minis were up 28.75 points, or 0.18%.Growth and technology stocks, hit by rising Treasury yields and hawkish commentary from the Federal Reserve, have attempted to climb back this week, with investors watching a variety of metrics to decide whether to buy the rally or brace for more declines.Mega-cap growth companies including Apple Inc, Amazon.com Inc , Microsoft Corp , Meta Platforms Inc and Tesla Inc  extended their gains and edged up to 0.8% in premarket trading.Big Tech recovered early losses and led gains on Tuesday after Fed Chair Jerome Powellsounded less hawkish in his testimony to Congress, easing concerns sparked by minutes from the central bank's December meeting.Stocks making the biggest moves in the premarket:DoorDash – The stock added 2.6% in the premarket after Evercore upgraded it to “outperform” from “in line.” Evercore said the delivery service has strong fundamentals and the stock is at an attractive valuation. Separately,Meta Platforms(FB) named DoorDash CEO Tony Xu to its board of directors, the first new appointment to the Facebook parent’s board in nearly two years.Didi Global – The ride-hailing company’s shares rallied 5.9% in premarket trading on reports that it is in talks for a second-quarter Hong Kong IPO as it continues the process of delisting from the New York Stock Exchange.Philips – Philips shares tumbled 15.6% in premarket action after predicting a roughly 40% drop in core profit for the fourth quarter. The Dutch health technology company’s results are being impacted by component shortages, its ventilator recall and other factors.Ocugen – The biopharmaceutical company’s stock jumped 5.5% in premarket trading after a booster dose of its vaccine candidate Covaxin was shown to neutralize the Covid-19 omicron and delta variants.Aerojet Rocketdyne – The FTC has postponed a vote onLockheed Martin’s (LMT) proposed takeover of the aerospace systems maker for at least two weeks, according to people briefed on the matter who spoke to Reuters. Opponents of the deal say it would give Lockheed a dominant share of the market for rocket motors. Aerojet Rocketdyne shares added 3% in the premarket.Biogen – Biogen shares sank 9.1% in premarket trading after Medicare agreed to only partially cover the Alzheimer’s drug Aduhelm. Medicare will cover the treatment only if patients are enrolled in clinical trials and have early-stage symptoms.Dish Network – Dish and DirecTV are once again in merger talks, according to sources who spoke to the New York Post. The satellite TV companies have held on-and-off talks periodically over the past 20 years, with the latest round said to be pushed forward by DirecTV’s minority owner TPG Capital. Dish Network surged 7.4% in the premarket.Just Eat Takeaway – The Grubhub parent rallied 4.3% in the premarket after the company maintained its 2022 forecast and said it was seeing a rise in order volume.Ally Financial – The bank announced a 20% dividend increase, raising its quarterly payout to 30 cents per share, and also authorized a $2 billion share repurchase program. Ally Financial gained 2.9% in premarket trading.Crocs – The casual shoe maker’s stock rose 1.5% in premarket action after Piper Sandler named it a “top pick” for 2022, calling it one of the most impressive consumer growth stories for several years to come.Ambarella – Ambarella shares gained 2.7% in the premarket after Wells Fargo upgraded the chipmaker to “overweight” from “equal weight.” Wells Fargo said Ambarella has an attractive valuation after a recent pullback and called it one of the best ways to play the artificial intelligence market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002682130,"gmtCreate":1641996616450,"gmtModify":1676533669862,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002682130","repostId":"1114732808","repostType":4,"repost":{"id":"1114732808","kind":"news","pubTimestamp":1641995536,"share":"https://ttm.financial/m/news/1114732808?lang=&edition=fundamental","pubTime":"2022-01-12 21:52","market":"us","language":"en","title":"Palantir: Worth $10, But I'll Buy At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=1114732808","media":"seekingalpha","summary":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look strong","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.</li><li>I see improved profitability in the future and a service that competitors will struggle to replicate.</li><li>Macro headwinds are a challenge, but just.</li><li>At worst, Palantir is worth $10, but I&#39;d definitely add at $15. There&#39;s still plenty of room for the company to surprise investors.</li></ul><p><b>Thesis Summary</b></p><p>Palantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.</p><p>Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.</p><p>What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.</p><p><b>Palantir does have a moat (for now)</b></p><p>One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.</p><p>Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.</p><p>Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.</p><p>It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.</p><p><b>Economies of scale are happening</b></p><p>The other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.</p><p>But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&amp;A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.</p><p><b>How much is Palantir worth now and in the future?</b></p><p>With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.</p><p>In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f751d9a2d6909956f9ca75d692d1eb3\" tg-width=\"717\" tg-height=\"261\" width=\"100%\" height=\"auto\"/><span>Palantir Growth</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3c17b0966870585d0f4bc51a488ddb\" tg-width=\"728\" tg-height=\"759\" width=\"100%\" height=\"auto\"/><span>Palantir Shares</span></p><p>The projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.</p><p>With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.</p><p>In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.</p><p>Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.</p><p>Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.</p><p><b>Other considerations</b></p><p>I think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.</p><p>As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.</p><p><b>Takeaway</b></p><p>Certainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.</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: Worth $10, But I'll Buy At $15</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: Worth $10, But I'll Buy At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle...</p>\n\n<a href=\"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15\">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/4479204-palantir-stock-worth-10-dollars-buy-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114732808","content_text":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle to replicate.Macro headwinds are a challenge, but just.At worst, Palantir is worth $10, but I'd definitely add at $15. There's still plenty of room for the company to surprise investors.Thesis SummaryPalantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.Palantir does have a moat (for now)One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.Economies of scale are happeningThe other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.How much is Palantir worth now and in the future?With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.Palantir GrowthPalantir SharesThe projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.Other considerationsI think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.TakeawayCertainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006764184,"gmtCreate":1641855304997,"gmtModify":1676533653615,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006764184","repostId":"2202191275","repostType":4,"repost":{"id":"2202191275","kind":"news","pubTimestamp":1641827305,"share":"https://ttm.financial/m/news/2202191275?lang=&edition=fundamental","pubTime":"2022-01-10 23:08","market":"us","language":"en","title":"Engaged Capital Warns Coupons.com-Owner Quotient Not to Pursue a Share Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2202191275","media":"Bloomberg","summary":"(Bloomberg) -- Activist investor Engaged Capital is threatening legal action if Quotient Technology ","content":"<html><head></head><body><p>(Bloomberg) -- Activist investor Engaged Capital is threatening legal action if <a href=\"https://laohu8.com/S/QUOT\">Quotient Technology Inc</a>. sells shares in the digital media company ahead of its annual general meeting to give itself an advantage in a boardroom fight.</p><p>Engaged said in a letter Monday to the <a href=\"https://laohu8.com/S/QTNT\">Quotient</a> board that it has heard from “credible sources” that Chairman and Chief Executive Officer Steven Boal and other directors have had conversations with interested parties to potentially sell up to 19.9% of the company’s outstanding shares in the form of convertible preferred securities. The proceeds would be used to buy back the company’s shares, Engaged alleged.</p><p>“Other than vote buying, this would be an inexplicable business decision given the highly dilutive effect of an equity capital raise when the stock is trading near all-time lows,” Engaged founder Glenn Welling said in the letter, a copy of which was reviewed by Bloomberg News.</p><p>A representative for Quotient declined to comment. Shares in the Salt Lake City, Utah-based company fell 7.1% in trading Monday to $6.83 apiece as of 9:36 a.m. in New York.</p><p>Engaged disclosed a 6.5% stake in Quotient, the owner of Coupons.com, in November. The investment firm has urged the company to explore ways to improve value for shareholders. Engaged has asked the board to hire independent investment bankers and counsel, saying it was clear that certain members of the board and management had divergent ideas.</p><p>Welling said Monday any attempt to sell the preferred shares ahead of the annual meeting would trigger legal action because it would give the company an unfair advantage in any proxy fight that may ensue.</p><p>“If the board proceeds with such a transaction, we will commence legal action immediately against the company and each director individually,” Welling said. “We will also seek an injunction to prevent any newly issued shares from being voted while the action is pending and otherwise exhaust all legal remedies to ensure that stockholders’ rights are protected at Quotient.”</p></body></html>","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>Engaged Capital Warns Coupons.com-Owner Quotient Not to Pursue a Share Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEngaged Capital Warns Coupons.com-Owner Quotient Not to Pursue a Share Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/engaged-capital-warns-quotient-not-133028343.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Activist investor Engaged Capital is threatening legal action if Quotient Technology Inc. sells shares in the digital media company ahead of its annual general meeting to give itself an...</p>\n\n<a href=\"https://finance.yahoo.com/news/engaged-capital-warns-quotient-not-133028343.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QUOT":"Quotient Technology Inc","BK4122":"互联网与直销零售"},"source_url":"https://finance.yahoo.com/news/engaged-capital-warns-quotient-not-133028343.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2202191275","content_text":"(Bloomberg) -- Activist investor Engaged Capital is threatening legal action if Quotient Technology Inc. sells shares in the digital media company ahead of its annual general meeting to give itself an advantage in a boardroom fight.Engaged said in a letter Monday to the Quotient board that it has heard from “credible sources” that Chairman and Chief Executive Officer Steven Boal and other directors have had conversations with interested parties to potentially sell up to 19.9% of the company’s outstanding shares in the form of convertible preferred securities. The proceeds would be used to buy back the company’s shares, Engaged alleged.“Other than vote buying, this would be an inexplicable business decision given the highly dilutive effect of an equity capital raise when the stock is trading near all-time lows,” Engaged founder Glenn Welling said in the letter, a copy of which was reviewed by Bloomberg News.A representative for Quotient declined to comment. Shares in the Salt Lake City, Utah-based company fell 7.1% in trading Monday to $6.83 apiece as of 9:36 a.m. in New York.Engaged disclosed a 6.5% stake in Quotient, the owner of Coupons.com, in November. The investment firm has urged the company to explore ways to improve value for shareholders. Engaged has asked the board to hire independent investment bankers and counsel, saying it was clear that certain members of the board and management had divergent ideas.Welling said Monday any attempt to sell the preferred shares ahead of the annual meeting would trigger legal action because it would give the company an unfair advantage in any proxy fight that may ensue.“If the board proceeds with such a transaction, we will commence legal action immediately against the company and each director individually,” Welling said. “We will also seek an injunction to prevent any newly issued shares from being voted while the action is pending and otherwise exhaust all legal remedies to ensure that stockholders’ rights are protected at Quotient.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006266042,"gmtCreate":1641769515352,"gmtModify":1676533645373,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006266042","repostId":"2201324947","repostType":4,"repost":{"id":"2201324947","kind":"highlight","pubTimestamp":1641698860,"share":"https://ttm.financial/m/news/2201324947?lang=&edition=fundamental","pubTime":"2022-01-09 11:27","market":"us","language":"en","title":"3 Top Gaming Stocks to Buy in January","url":"https://stock-news.laohu8.com/highlight/detail?id=2201324947","media":"Motley Fool","summary":"These stocks can help you gain exposure to one of the largest and fastest-growing industries in the world.","content":"<html><head></head><body><p>In 2021, it was estimated that people spent $178 billion on video games worldwide, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest consumer categories. That number is expected to grow at a rapid pace to $269 billion in annual spending by 2025. This means that, over the next three to four years, there will be approximately $91 billion in <i>new</i> annual spending on video games that companies can go after. This huge secular tailwind makes the gaming industry an attractive hunting ground for finding potential new investments.</p><p>Three top gaming stocks that might make potential new investments in January are <b>Electronic Arts</b> (NASDAQ:EA), <b>Nintendo</b> (OTC:NTDOY), and <b>Take-Two Interactive</b> (NASDAQ:TTWO). Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42793872f03dd2ca7e019e6de1154d56\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Electronic Arts</h2><p>Electronic Arts is the premier publisher of sports video games in the world. It is best known for its <i>FIFA Soccer</i> and <i>Madden NFL</i> franchises, which are the biggest earnings drivers among its sports titles. On top of the sports franchises, EA has many other games, the most important being <i>Apex Legends</i>, <i>the Sims</i>, <i>Battlefield</i>, and some <i>Star Wars</i> games.</p><p>In 2021, EA made multiple acquisitions, mainly to bolster its mobile and racing game strategy. It acquired Codemasters, the top racing video game developer, for $1.2 billion. The purchase includes the rights to the <i>Formula One</i> video game franchise, which is one of the fastest-growing sports in the world. The company also bought Glu Mobile for $2.4 billion early in 2021, which brought in a bunch of existing mobile games and a large team of mobile game developers. EA management hopes these two acquisitions will help grow its mobile gaming bookings (the revenue equivalent for video games). Last quarter, the company showed good progress in this strategy, with mobile bookings growing 62% year over year to $279 million.</p><p>For fiscal year 2022, which ends in March, EA expects to generate $7.6 billion in net bookings and $1.95 billion in operating cash flow. With a market cap of $37.4 billion, EA trades at a forward price-to-operating cash-flow (P/OCF) ratio of 19. If you believe the company can continue to grow bookings and cash flow at a steady rate over the next decade, now could be an optimal time to take a position in this long-term compounder.</p><h2>2. Nintendo</h2><p>This second stock is probably the most recognizable video game company in the world: Nintendo. The company has stayed close to or at the top of the video game industry for decades, building huge franchises like <i>Mario</i>, <i>Zelda</i>, and <i>Animal Crossing</i>, just to name a few. It also owns a large chunk of the Pokemon Company, the top entertainment franchise in the world, giving it exclusive rights to publishing the Pokemon video games.</p><p>Along with game development, Nintendo sells its own hardware devices. Its most recent iteration is the Nintendo Switch, which has sold almost 93 million units since its launch in 2017. There are two big metrics for Nintendo investors to watch, both interrelated. First, the core of the business starts with hardware unit sales. For the full fiscal year ending in March, management expects to ship 24 million Switch units, which is held back some due to semiconductor supply constraints. Over the next few years and beyond, investors should expect Nintendo to continue selling a large number of Switch (or whatever the next console will be called) devices to help keep its business humming.</p><p>Hardware sales lead to software (i.e., game) sales, the other important metric for investors to follow. For the full fiscal year, Nintendo is expecting to deliver 200 million software units. This leads to operating profit guidance of $4.5 billion for the full fiscal year. With a market cap of only $42 billion when you cancel out the company&#39;s huge cash pile, this gives the stock a forward price-to-operating-profit ratio of only 9.3. This is dirt cheap for a company that has dominated the gaming industry for so long, which is why it is one of the best gaming stocks to buy this month.</p><h2>3. Take-Two Interactive</h2><p>To round out this gaming basket, we have a stock that is not as cheap as Nintendo or EA but has put up impressive growth numbers over the past decade. This stock is Take-Two Interactive, the publisher of <i>Grand Theft Auto</i>, <i>Red Dead Redemption</i>, and <i>NBA 2K</i>. It has other franchises that it publishes games for, but these three are the most important from an investing perspective.</p><p>Over the last decade, Take-Two has driven earnings and bookings growth through its live services, which bring in more recurring revenue from customers. The most important of these is <i>GTA Online</i>, the virtual world/gaming playground attached to <i>Grand Theft Auto V</i>. Even though <i>GTA V</i> was released all the way back in 2013, Take-Two is still generating plenty of bookings and cash flow from <i>GTA Online</i> with the 40-plus updates it has released since launch. It has also seen nice contributions from <i>NBA 2K</i> live services and <i>Red Dead Redemption Online</i>.</p><p>From a financial perspective, Take-Two&#39;s recurring customer spending grew at a 37% compound annual growth rate (CAGR) from fiscal year 2017 to fiscal year 2021. In absolute terms, recurring bookings grew from $665 million to $2.3 billion over that timespan. This has driven overall net bookings to grow at a 17% CAGR, hitting $3.5 billion in fiscal year 2021.</p><p>In fiscal year 2021, Take-Two generated $912 million in operating cash flow, which is expected to drop to $380 million in fiscal year 2022 (which ends in March) as Take-Two reinvests for more growth and future game releases. With a market cap of $18.2 billion, that gives Take-Two stock a P/OCF ratio of 47.9. This looks expensive, but investors should expect cash flow to inflect back up closer to or above $1 billion a year over the next few years, as Take-Two gets out of this current development cycle and starts publishing more games, one of which could be <i>GTA VI</i>.</p><p>If you have confidence in Take-Two&#39;s development execution and think it can continue growing its live services bookings at a high rate, then an $18.2 billion market cap is much too cheap for this long-term compounder.</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>3 Top Gaming Stocks to Buy in January</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Gaming Stocks to Buy in January\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/08/3-top-gaming-stocks-to-buy-in-january/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2021, it was estimated that people spent $178 billion on video games worldwide, making it one of the largest consumer categories. That number is expected to grow at a rapid pace to $269 billion in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/08/3-top-gaming-stocks-to-buy-in-january/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTDOY":"任天堂","EA":"艺电","CAGR":"California Grapes International, Inc.","BK4085":"互动家庭娱乐","BK4533":"AQR资本管理(全球第二大对冲基金)","TTWO":"Take-Two Interactive Software","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4524":"宅经济概念"},"source_url":"https://www.fool.com/investing/2022/01/08/3-top-gaming-stocks-to-buy-in-january/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201324947","content_text":"In 2021, it was estimated that people spent $178 billion on video games worldwide, making it one of the largest consumer categories. That number is expected to grow at a rapid pace to $269 billion in annual spending by 2025. This means that, over the next three to four years, there will be approximately $91 billion in new annual spending on video games that companies can go after. This huge secular tailwind makes the gaming industry an attractive hunting ground for finding potential new investments.Three top gaming stocks that might make potential new investments in January are Electronic Arts (NASDAQ:EA), Nintendo (OTC:NTDOY), and Take-Two Interactive (NASDAQ:TTWO). Here's why.Image source: Getty Images.1. Electronic ArtsElectronic Arts is the premier publisher of sports video games in the world. It is best known for its FIFA Soccer and Madden NFL franchises, which are the biggest earnings drivers among its sports titles. On top of the sports franchises, EA has many other games, the most important being Apex Legends, the Sims, Battlefield, and some Star Wars games.In 2021, EA made multiple acquisitions, mainly to bolster its mobile and racing game strategy. It acquired Codemasters, the top racing video game developer, for $1.2 billion. The purchase includes the rights to the Formula One video game franchise, which is one of the fastest-growing sports in the world. The company also bought Glu Mobile for $2.4 billion early in 2021, which brought in a bunch of existing mobile games and a large team of mobile game developers. EA management hopes these two acquisitions will help grow its mobile gaming bookings (the revenue equivalent for video games). Last quarter, the company showed good progress in this strategy, with mobile bookings growing 62% year over year to $279 million.For fiscal year 2022, which ends in March, EA expects to generate $7.6 billion in net bookings and $1.95 billion in operating cash flow. With a market cap of $37.4 billion, EA trades at a forward price-to-operating cash-flow (P/OCF) ratio of 19. If you believe the company can continue to grow bookings and cash flow at a steady rate over the next decade, now could be an optimal time to take a position in this long-term compounder.2. NintendoThis second stock is probably the most recognizable video game company in the world: Nintendo. The company has stayed close to or at the top of the video game industry for decades, building huge franchises like Mario, Zelda, and Animal Crossing, just to name a few. It also owns a large chunk of the Pokemon Company, the top entertainment franchise in the world, giving it exclusive rights to publishing the Pokemon video games.Along with game development, Nintendo sells its own hardware devices. Its most recent iteration is the Nintendo Switch, which has sold almost 93 million units since its launch in 2017. There are two big metrics for Nintendo investors to watch, both interrelated. First, the core of the business starts with hardware unit sales. For the full fiscal year ending in March, management expects to ship 24 million Switch units, which is held back some due to semiconductor supply constraints. Over the next few years and beyond, investors should expect Nintendo to continue selling a large number of Switch (or whatever the next console will be called) devices to help keep its business humming.Hardware sales lead to software (i.e., game) sales, the other important metric for investors to follow. For the full fiscal year, Nintendo is expecting to deliver 200 million software units. This leads to operating profit guidance of $4.5 billion for the full fiscal year. With a market cap of only $42 billion when you cancel out the company's huge cash pile, this gives the stock a forward price-to-operating-profit ratio of only 9.3. This is dirt cheap for a company that has dominated the gaming industry for so long, which is why it is one of the best gaming stocks to buy this month.3. Take-Two InteractiveTo round out this gaming basket, we have a stock that is not as cheap as Nintendo or EA but has put up impressive growth numbers over the past decade. This stock is Take-Two Interactive, the publisher of Grand Theft Auto, Red Dead Redemption, and NBA 2K. It has other franchises that it publishes games for, but these three are the most important from an investing perspective.Over the last decade, Take-Two has driven earnings and bookings growth through its live services, which bring in more recurring revenue from customers. The most important of these is GTA Online, the virtual world/gaming playground attached to Grand Theft Auto V. Even though GTA V was released all the way back in 2013, Take-Two is still generating plenty of bookings and cash flow from GTA Online with the 40-plus updates it has released since launch. It has also seen nice contributions from NBA 2K live services and Red Dead Redemption Online.From a financial perspective, Take-Two's recurring customer spending grew at a 37% compound annual growth rate (CAGR) from fiscal year 2017 to fiscal year 2021. In absolute terms, recurring bookings grew from $665 million to $2.3 billion over that timespan. This has driven overall net bookings to grow at a 17% CAGR, hitting $3.5 billion in fiscal year 2021.In fiscal year 2021, Take-Two generated $912 million in operating cash flow, which is expected to drop to $380 million in fiscal year 2022 (which ends in March) as Take-Two reinvests for more growth and future game releases. With a market cap of $18.2 billion, that gives Take-Two stock a P/OCF ratio of 47.9. This looks expensive, but investors should expect cash flow to inflect back up closer to or above $1 billion a year over the next few years, as Take-Two gets out of this current development cycle and starts publishing more games, one of which could be GTA VI.If you have confidence in Take-Two's development execution and think it can continue growing its live services bookings at a high rate, then an $18.2 billion market cap is much too cheap for this long-term compounder.","news_type":1},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006608198,"gmtCreate":1641698283430,"gmtModify":1676533641038,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006608198","repostId":"1162390026","repostType":4,"repost":{"id":"1162390026","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641696483,"share":"https://ttm.financial/m/news/1162390026?lang=&edition=fundamental","pubTime":"2022-01-09 10:48","market":"us","language":"en","title":"EV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1162390026","media":"Benzinga","summary":"EV stocks ended mixed in the week endingJan. 7, with market leaderTesla, Inc.giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came un","content":"<html><head></head><body><p>EV stocks ended mixed in the week ending Jan. 7, with market leader <b>Tesla, Inc.</b> giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.</p><p><img src=\"https://static.tigerbbs.com/6f8051d875dd9558f369ccfb9c910ddc\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:</b>Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.</p><p>CEO <b>Elon Musk</b> announced through Twitter, Tesla&#39;s full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.</p><p>Cathie Wood&#39;s Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.</p><p><b>Nikola Amid Positive News Flow:</b>Embattled EV maker <b>Nikola Corporation</b> had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.</p><p>Nikola signed a letter of intent with <b>Saia, Inc.</b> to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola&#39;s sales and service dealer network.</p><p><b>Rivian Rocked By Partner Amazon&#39;s Stellantis Deal:</b>Rivianwas among the worst performing EV stocks of the week after <b>Stellantis N.V.</b> announced <b>Amazon, Inc.</b> would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company&#39;s largest customer.</p><p><b>GM Debuts Silverado Pickup Truck:</b>Taking another step forward in its EV transitioning,<b>General Motors Corporation</b> launched the EV version of its Silverado ICE truck that is built on the company&#39;s Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as <b>Ford Motor Company&#39;s</b> F-150 Lightning Electric Truck.</p><p><b>Sony&#39;s EV Ambition:</b>Japanese consumer electronics giant <b>Sony Group Corporation</b> announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.</p><p><b>Fisker&#39;s Ocean SUV to Have Digital-Imaging 4D Radar System:</b>Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle&#39;s advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver&#39;s behaviors.</p><p>Meanwhile, CEO <b>Henrik Fisker</b> said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/88b2fe73c8d4fae61ebf4475848bb460\" tg-width=\"395\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></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>EV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More</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\">\nEV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-09 10:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks ended mixed in the week ending Jan. 7, with market leader <b>Tesla, Inc.</b> giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.</p><p><img src=\"https://static.tigerbbs.com/6f8051d875dd9558f369ccfb9c910ddc\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:</b>Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.</p><p>CEO <b>Elon Musk</b> announced through Twitter, Tesla&#39;s full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.</p><p>Cathie Wood&#39;s Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.</p><p><b>Nikola Amid Positive News Flow:</b>Embattled EV maker <b>Nikola Corporation</b> had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.</p><p>Nikola signed a letter of intent with <b>Saia, Inc.</b> to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola&#39;s sales and service dealer network.</p><p><b>Rivian Rocked By Partner Amazon&#39;s Stellantis Deal:</b>Rivianwas among the worst performing EV stocks of the week after <b>Stellantis N.V.</b> announced <b>Amazon, Inc.</b> would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company&#39;s largest customer.</p><p><b>GM Debuts Silverado Pickup Truck:</b>Taking another step forward in its EV transitioning,<b>General Motors Corporation</b> launched the EV version of its Silverado ICE truck that is built on the company&#39;s Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as <b>Ford Motor Company&#39;s</b> F-150 Lightning Electric Truck.</p><p><b>Sony&#39;s EV Ambition:</b>Japanese consumer electronics giant <b>Sony Group Corporation</b> announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.</p><p><b>Fisker&#39;s Ocean SUV to Have Digital-Imaging 4D Radar System:</b>Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle&#39;s advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver&#39;s behaviors.</p><p>Meanwhile, CEO <b>Henrik Fisker</b> said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/88b2fe73c8d4fae61ebf4475848bb460\" tg-width=\"395\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","FSR":"菲斯克","GM":"通用汽车","STLA":"Stellantis NV","NKLA":"Nikola Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162390026","content_text":"EV stocks ended mixed in the week ending Jan. 7, with market leader Tesla, Inc. giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.Here are the key events that happened in the EV space during the week:Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.CEO Elon Musk announced through Twitter, Tesla's full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.Cathie Wood's Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.Nikola Amid Positive News Flow:Embattled EV maker Nikola Corporation had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.Nikola signed a letter of intent with Saia, Inc. to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola's sales and service dealer network.Rivian Rocked By Partner Amazon's Stellantis Deal:Rivianwas among the worst performing EV stocks of the week after Stellantis N.V. announced Amazon, Inc. would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company's largest customer.GM Debuts Silverado Pickup Truck:Taking another step forward in its EV transitioning,General Motors Corporation launched the EV version of its Silverado ICE truck that is built on the company's Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as Ford Motor Company's F-150 Lightning Electric Truck.Sony's EV Ambition:Japanese consumer electronics giant Sony Group Corporation announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.Fisker's Ocean SUV to Have Digital-Imaging 4D Radar System:Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle's advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver's behaviors.Meanwhile, CEO Henrik Fisker said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.EV Stock Performances for The 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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":1631228094,"share":"https://ttm.financial/m/news/2166426123?lang=&edition=fundamental","pubTime":"2021-09-10 06:54","market":"us","language":"en","title":"Wall Street ends down after jobless claims hit 18-month low","url":"https://stock-news.laohu8.com/highlight/detail?id=2166426123","media":"Reuters","summary":"Sept 9  - Wall Street ended lower on Thursday after weekly jobless claims fell to a near 18-month low, allaying fears of a slowing economic recovery, but also stoking worries the Fed could move sooner than expected to scale back its accommodative policies.The Labor Department said initial claims for state unemployment benefits dropped 35,000 to a seasonally adjusted 310,000 for the week ended Sept. 4, the lowest level since mid-March 2020. That suggested that job growth could be hindered by labo","content":"<p>* Lululemon jumps on strong earnings forecast</p>\n<p>* Amazon, Microsoft weigh on indexes</p>\n<p>Sept 9 (Reuters) - Wall Street ended lower on Thursday after weekly jobless claims fell to a near 18-month low, allaying fears of a slowing economic recovery, but also stoking worries the Fed could move sooner than expected to scale back its accommodative policies.</p>\n<p>The Labor Department said initial claims for state unemployment benefits dropped 35,000 to a seasonally adjusted 310,000 for the week ended Sept. 4, the lowest level since mid-March 2020. That suggested that job growth could be hindered by labor shortages rather than cooling demand for workers.</p>\n<p>Microsoft and Amazon each declined about 1%, both among the stocks weighing most on the S&amp;P 500 and Nasdaq.</p>\n<p>The S&amp;P 500 real estate and healthcare indexes each fell over 1% and were the poorest performers of 11 sectors, while financials, energy and materials made modest gains.</p>\n<p>JPMorgan, Wells Fargo, Citi Group and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> each rose, tracking a slight rise in benchmark bond yields following the claims data.</p>\n<p>“The problem with the market these days is it’s rotating more than it’s moving. Today, because of the jobs claims report, everyone is buying cyclical stocks,\" said Jay Hatfield, chief executive of Infrastructure Capital Management in New York. “We see it as a rangebound market, between 4,400 and 4,600 (on the S&amp;P 500).”</p>\n<p>Investors have become more worried in recent sessions after a recent monthly jobs report showed a slowdown in U.S. hiring, suggesting the economic recovery may be losing steam faster than expected. Also dragging on sentiment has been uncertainty about when the U.S. Federal Reserve's will scale back massive measures enacted last year to shield the economy from the coronavirus pandemic.</p>\n<p>The Dow Jones Industrial Average fell 0.43% to end at 34,879.38 points, while the S&amp;P 500 lost 0.46% to 4,493.28.</p>\n<p>The Nasdaq Composite dropped 0.25% to 15,248.25.</p>\n<p>Lululemon Athletica soared 10% after providing a strong annual forecast, as demand for its yoga pants remains strong despite the easing of coronavirus restrictions.</p>\n<p>Reports that Beijing slowed down approval for all new online video games sent shares of U.S.-listed gaming stocks Activision Blizzard Inc, Electronic Art Inc, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc down more than 1%.</p>\n<p>Digital Realty slid 5% after the data center REIT announced a public offering of 6.25 million shares.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.12-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 29 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 67 new highs and 38 new lows. </p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down after jobless claims hit 18-month low</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after jobless claims hit 18-month low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-10 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Lululemon jumps on strong earnings forecast</p>\n<p>* Amazon, Microsoft weigh on indexes</p>\n<p>Sept 9 (Reuters) - Wall Street ended lower on Thursday after weekly jobless claims fell to a near 18-month low, allaying fears of a slowing economic recovery, but also stoking worries the Fed could move sooner than expected to scale back its accommodative policies.</p>\n<p>The Labor Department said initial claims for state unemployment benefits dropped 35,000 to a seasonally adjusted 310,000 for the week ended Sept. 4, the lowest level since mid-March 2020. That suggested that job growth could be hindered by labor shortages rather than cooling demand for workers.</p>\n<p>Microsoft and Amazon each declined about 1%, both among the stocks weighing most on the S&amp;P 500 and Nasdaq.</p>\n<p>The S&amp;P 500 real estate and healthcare indexes each fell over 1% and were the poorest performers of 11 sectors, while financials, energy and materials made modest gains.</p>\n<p>JPMorgan, Wells Fargo, Citi Group and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> each rose, tracking a slight rise in benchmark bond yields following the claims data.</p>\n<p>“The problem with the market these days is it’s rotating more than it’s moving. Today, because of the jobs claims report, everyone is buying cyclical stocks,\" said Jay Hatfield, chief executive of Infrastructure Capital Management in New York. “We see it as a rangebound market, between 4,400 and 4,600 (on the S&amp;P 500).”</p>\n<p>Investors have become more worried in recent sessions after a recent monthly jobs report showed a slowdown in U.S. hiring, suggesting the economic recovery may be losing steam faster than expected. Also dragging on sentiment has been uncertainty about when the U.S. Federal Reserve's will scale back massive measures enacted last year to shield the economy from the coronavirus pandemic.</p>\n<p>The Dow Jones Industrial Average fell 0.43% to end at 34,879.38 points, while the S&amp;P 500 lost 0.46% to 4,493.28.</p>\n<p>The Nasdaq Composite dropped 0.25% to 15,248.25.</p>\n<p>Lululemon Athletica soared 10% after providing a strong annual forecast, as demand for its yoga pants remains strong despite the easing of coronavirus restrictions.</p>\n<p>Reports that Beijing slowed down approval for all new online video games sent shares of U.S.-listed gaming stocks Activision Blizzard Inc, Electronic Art Inc, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc down more than 1%.</p>\n<p>Digital Realty slid 5% after the data center REIT announced a public offering of 6.25 million shares.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.12-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 29 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 67 new highs and 38 new lows. </p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","EA":"艺电",".SPX":"S&P 500 Index","OEX":"标普100","ATVI":"动视暴雪","SH":"标普500反向ETF","IVV":"标普500指数ETF","MSFT":"微软","UPRO":"三倍做多标普500ETF","LULU":"lululemon athletica","COMP":"Compass, Inc.","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","AMZN":"亚马逊","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","SDS":"两倍做空标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166426123","content_text":"* Lululemon jumps on strong earnings forecast\n* Amazon, Microsoft weigh on indexes\nSept 9 (Reuters) - Wall Street ended lower on Thursday after weekly jobless claims fell to a near 18-month low, allaying fears of a slowing economic recovery, but also stoking worries the Fed could move sooner than expected to scale back its accommodative policies.\nThe Labor Department said initial claims for state unemployment benefits dropped 35,000 to a seasonally adjusted 310,000 for the week ended Sept. 4, the lowest level since mid-March 2020. That suggested that job growth could be hindered by labor shortages rather than cooling demand for workers.\nMicrosoft and Amazon each declined about 1%, both among the stocks weighing most on the S&P 500 and Nasdaq.\nThe S&P 500 real estate and healthcare indexes each fell over 1% and were the poorest performers of 11 sectors, while financials, energy and materials made modest gains.\nJPMorgan, Wells Fargo, Citi Group and Morgan Stanley each rose, tracking a slight rise in benchmark bond yields following the claims data.\n“The problem with the market these days is it’s rotating more than it’s moving. Today, because of the jobs claims report, everyone is buying cyclical stocks,\" said Jay Hatfield, chief executive of Infrastructure Capital Management in New York. “We see it as a rangebound market, between 4,400 and 4,600 (on the S&P 500).”\nInvestors have become more worried in recent sessions after a recent monthly jobs report showed a slowdown in U.S. hiring, suggesting the economic recovery may be losing steam faster than expected. Also dragging on sentiment has been uncertainty about when the U.S. Federal Reserve's will scale back massive measures enacted last year to shield the economy from the coronavirus pandemic.\nThe Dow Jones Industrial Average fell 0.43% to end at 34,879.38 points, while the S&P 500 lost 0.46% to 4,493.28.\nThe Nasdaq Composite dropped 0.25% to 15,248.25.\nLululemon Athletica soared 10% after providing a strong annual forecast, as demand for its yoga pants remains strong despite the easing of coronavirus restrictions.\nReports that Beijing slowed down approval for all new online video games sent shares of U.S.-listed gaming stocks Activision Blizzard Inc, Electronic Art Inc, and Take-Two Interactive Software Inc down more than 1%.\nDigital Realty slid 5% after the data center REIT announced a public offering of 6.25 million shares.\nVolume on U.S. exchanges was 9.3 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.12-to-1 ratio favored advancers.\nThe S&P 500 posted 29 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 67 new highs and 38 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883807647,"gmtCreate":1631231200889,"gmtModify":1676530501019,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>zzzzz","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>zzzzz","text":"$Taiwan Semiconductor 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Manufacturing(TSM)$Hgghgh","images":[{"img":"https://static.tigerbbs.com/be4a29b0b65f9269e9db8c1ed8653ca8","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817504288","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814436600,"gmtCreate":1630856880800,"gmtModify":1676530406855,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"ddddgftt","listText":"ddddgftt","text":"ddddgftt","images":[{"img":"https://static.tigerbbs.com/51f5699a78fc17c16b6229447b794c0a","width":"750","height":"2271"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814436600","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":815519574,"gmtCreate":1630689100598,"gmtModify":1676530378069,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"nxfjfkv","listText":"nxfjfkv","text":"nxfjfkv","images":[{"img":"https://static.tigerbbs.com/d76115e31085b3dc7f5864791ea29a63","width":"750","height":"2261"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815519574","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":815519617,"gmtCreate":1630689074939,"gmtModify":1676530378068,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>bdnfjfj","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>bdnfjfj","text":"$Taiwan Semiconductor Manufacturing(TSM)$bdnfjfj","images":[{"img":"https://static.tigerbbs.com/674a37a1544282c21132f0b96c993c10","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815519617","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":803045282,"gmtCreate":1627398315446,"gmtModify":1703489241470,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803045282","repostId":"1108884592","repostType":4,"repost":{"id":"1108884592","kind":"news","pubTimestamp":1627292048,"share":"https://ttm.financial/m/news/1108884592?lang=&edition=fundamental","pubTime":"2021-07-26 17:34","market":"us","language":"en","title":"Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1108884592","media":"Barrons","summary":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-qu","content":"<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.</p>\n<p>Apple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on&nbsp;the company’s App Store&nbsp;for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.</p>\n<p>But no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.</p>\n<p>He’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.</p>\n<p>The company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.</p>\n<p>Still,Wedbush analyst Dan Ives&nbsp;thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.</p>\n<p>Canaccord analyst T. Michael Walkley&nbsp;also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.</p>\n<p>“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”</p>\n<p>But the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.</p>\n<p>As Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.</p>\n<p>We can reassess after that.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Reports Earnings Tuesday. Why the Market May Already Be Looking Past Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-reports-earnings-tuesday-why-the-market-may-already-be-looking-past-them-51627260627?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108884592","content_text":"Apple shares recently surged to new all-time highs, amid heightened investor anticipation of June-quarter earnings, due after the closing bell on Tuesday. But it’s the launch of the next generation of iPhones, expected to be unveiled in September, that might be the real difference-maker.\nApple’s recent rally has not erased concerns about the stock. Growing regulatory scrutiny of Big Tech generally and Apple (ticker: AAPL) in particular, with a specific focus on the fees Apple charges developers who distribute applications on the company’s App Store for iPhones, iPads, and Macs, is the obvious one. There are also worries about tough year-over-year comparisons, and some investors fear that the recently robust growth in Mac and iPads sales will slow as the economy returns to more normal conditions. Others are nervous that the next set of iPhones will provide only incremental improvements, and that demand could disappoint.\nBut no one seems to be too worried about the earning themselves. The Wall Street consensus for the fiscal third quarter is for $72.9 billion in revenue and profits of $1 a share. Even analysts who are cautious about the stock think those numbers are too low. For instance, BofA Global Research analyst Wamsi Mohan is projecting revenue of $77 billion, with profits of $1.05 a share, driven by strength across the company’s hardware portfolio. Mohan still has a Neutral rating and $160 price target on the stock, however, and cautions that the company faces tough comparisons in the quarters ahead given spikes in Mac and iPad sales during the pandemic.\nHe’s got a point.In the March quarter, Apple’s sales surged 54%, driven by strong growth across the portfolio, with sales increases of 66% for iPhone, 70% for Macs, 79% for iPads, 25% for wearables, and 27% for Services. Street consensus estimates for the June quarter call for $34.2 billion in iPhone sales, $7.2 billion for iPads, $7.9 billion for Macs, $7.8 billion for wearables, home, and accessories, and $16.3 billion for services.\nThe company did not provide detailed guidance for the quarter, but cautioned that sales could be reduced by as much as $4 billion due to a tight supply of Macs and iPads tied to component shortages.\nStill,Wedbush analyst Dan Ives thinks Apple is headed for another across-the-board beat, driven by continued strong demand for iPhone 12, with particularly strong demand in China. “While the chip shortage was an overhang for Apple during the quarter, we believe the iPhone and Services strength in the quarter neutralized any short-term weakness that the Street was anticipating three months ago,” Ives writes. The analyst says Apple remains his favorite large-cap tech pick, with a “1-2 punch” of services and iPhone demand. He thinks the company can reach the $3 trillion market capitalization level in 2022, from just under $2.5 trillion now. Ives keeps his Outperform rating and $185 target price.\nCanaccord analyst T. Michael Walkley also reupped his Buy rating on Apple shares, while boosting his target price to $175, from $165. He likewise expects June quarter results to beat Street estimates. One interesting question is whether Apple will return to providing quarterly guidance, a practice the company suspended during the pandemic. If they do, Walkley says, expect the forecast to outstrip current Street projections.\n“Apple is well-positioned to continue to benefit from the 5G upgrade cycle, and we anticipate strong overall growth trends as 5G smartphones ramp and its installed base expands with higher-margins services revenue,” he writes. “Apple’s ecosystem approach, including an installed base that exceeds 1.65 billion devices globally and now over 1 billion iPhone users, should continue to generate strong services revenue.”\nBut the big news might still be yet to come. Once the company navigates past earnings, Apple investors will zero in on the fall iPhone launch. (Let’s call it iPhone 13, although Apple hasn’t specifically named the new line.) Ives sees incremental improvements, including Lidar capability in all phones, which will improve their utility for augmented reality applications. More important is his observation that about 250 million of the installed base of nearly 1 billion iPhones are at least 3.5 years old and due for an upgrade.\nAs Morgan Stanley’s Katy Huberty has noted, Apple shares tend to outperform the market heading into the launch of new phones. There’s no reason to think this year will be any different. Expect a strong June quarter from Apple, with higher highs likely as we approach the fall.\nWe can reassess after that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126157063,"gmtCreate":1624548650152,"gmtModify":1703840161080,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"Comment thanks","listText":"Comment thanks","text":"Comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/126157063","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","kind":"news","pubTimestamp":1624529642,"share":"https://ttm.financial/m/news/1187819280?lang=&edition=fundamental","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002682621,"gmtCreate":1641996630442,"gmtModify":1676533669870,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002682621","repostId":"1184836331","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376858870,"gmtCreate":1619104123990,"gmtModify":1704719769416,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>jsjsjdj","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>jsjsjdj","text":"$Palantir Technologies Inc.(PLTR)$jsjsjdj","images":[{"img":"https://static.tigerbbs.com/0b57a368645a37cf73d672a39ee270c2","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/376858870","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356108618,"gmtCreate":1616761483934,"gmtModify":1704798505830,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>hoot gaoe","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>hoot gaoe","text":"$Palantir Technologies Inc.(PLTR)$hoot gaoe","images":[{"img":"https://static.tigerbbs.com/c6378e46da575968ba81fc8fdd48eff3","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/356108618","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":183571996,"gmtCreate":1623337989315,"gmtModify":1704201312074,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>jjjjjjjjjjj","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>jjjjjjjjjjj","text":"$Palantir Technologies Inc.(PLTR)$jjjjjjjjjjj","images":[{"img":"https://static.tigerbbs.com/85ea540ee627b0ee3c10bcb70a07a885","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/183571996","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9002682130,"gmtCreate":1641996616450,"gmtModify":1676533669862,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002682130","repostId":"1114732808","repostType":4,"repost":{"id":"1114732808","kind":"news","pubTimestamp":1641995536,"share":"https://ttm.financial/m/news/1114732808?lang=&edition=fundamental","pubTime":"2022-01-12 21:52","market":"us","language":"en","title":"Palantir: Worth $10, But I'll Buy At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=1114732808","media":"seekingalpha","summary":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look strong","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.</li><li>I see improved profitability in the future and a service that competitors will struggle to replicate.</li><li>Macro headwinds are a challenge, but just.</li><li>At worst, Palantir is worth $10, but I&#39;d definitely add at $15. There&#39;s still plenty of room for the company to surprise investors.</li></ul><p><b>Thesis Summary</b></p><p>Palantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.</p><p>Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.</p><p>What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.</p><p><b>Palantir does have a moat (for now)</b></p><p>One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.</p><p>Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.</p><p>Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.</p><p>It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.</p><p><b>Economies of scale are happening</b></p><p>The other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.</p><p>But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&amp;A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.</p><p><b>How much is Palantir worth now and in the future?</b></p><p>With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.</p><p>In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f751d9a2d6909956f9ca75d692d1eb3\" tg-width=\"717\" tg-height=\"261\" width=\"100%\" height=\"auto\"/><span>Palantir Growth</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3c17b0966870585d0f4bc51a488ddb\" tg-width=\"728\" tg-height=\"759\" width=\"100%\" height=\"auto\"/><span>Palantir Shares</span></p><p>The projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.</p><p>With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.</p><p>In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.</p><p>Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.</p><p>Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.</p><p><b>Other considerations</b></p><p>I think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.</p><p>As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.</p><p><b>Takeaway</b></p><p>Certainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.</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: Worth $10, But I'll Buy At $15</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: Worth $10, But I'll Buy At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle...</p>\n\n<a href=\"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15\">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/4479204-palantir-stock-worth-10-dollars-buy-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114732808","content_text":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle to replicate.Macro headwinds are a challenge, but just.At worst, Palantir is worth $10, but I'd definitely add at $15. There's still plenty of room for the company to surprise investors.Thesis SummaryPalantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.Palantir does have a moat (for now)One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.Economies of scale are happeningThe other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.How much is Palantir worth now and in the future?With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.Palantir GrowthPalantir SharesThe projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.Other considerationsI think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.TakeawayCertainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173361974,"gmtCreate":1626617971098,"gmtModify":1703762373682,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>bxhhdjfkfkkf","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>bxhhdjfkfkkf","text":"$Palantir Technologies Inc.(PLTR)$bxhhdjfkfkkf","images":[{"img":"https://static.tigerbbs.com/e8eaffc650f6376bfe7758b2140b0b7a","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173361974","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349726335,"gmtCreate":1617640829327,"gmtModify":1704701309052,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>hshshs","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>hshshs","text":"$Taiwan Semiconductor Manufacturing(TSM)$hshshs","images":[{"img":"https://static.tigerbbs.com/a4001e55c5fca739a56ae5b72b605ba4","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349726335","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382167251,"gmtCreate":1613389612573,"gmtModify":1704880241365,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"nice&nbsp;","listText":"nice&nbsp;","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/382167251","repostId":"2110041062","repostType":4,"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006608198,"gmtCreate":1641698283430,"gmtModify":1676533641038,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006608198","repostId":"1162390026","repostType":4,"repost":{"id":"1162390026","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641696483,"share":"https://ttm.financial/m/news/1162390026?lang=&edition=fundamental","pubTime":"2022-01-09 10:48","market":"us","language":"en","title":"EV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More","url":"https://stock-news.laohu8.com/highlight/detail?id=1162390026","media":"Benzinga","summary":"EV stocks ended mixed in the week endingJan. 7, with market leaderTesla, Inc.giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came un","content":"<html><head></head><body><p>EV stocks ended mixed in the week ending Jan. 7, with market leader <b>Tesla, Inc.</b> giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.</p><p><img src=\"https://static.tigerbbs.com/6f8051d875dd9558f369ccfb9c910ddc\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:</b>Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.</p><p>CEO <b>Elon Musk</b> announced through Twitter, Tesla&#39;s full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.</p><p>Cathie Wood&#39;s Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.</p><p><b>Nikola Amid Positive News Flow:</b>Embattled EV maker <b>Nikola Corporation</b> had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.</p><p>Nikola signed a letter of intent with <b>Saia, Inc.</b> to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola&#39;s sales and service dealer network.</p><p><b>Rivian Rocked By Partner Amazon&#39;s Stellantis Deal:</b>Rivianwas among the worst performing EV stocks of the week after <b>Stellantis N.V.</b> announced <b>Amazon, Inc.</b> would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company&#39;s largest customer.</p><p><b>GM Debuts Silverado Pickup Truck:</b>Taking another step forward in its EV transitioning,<b>General Motors Corporation</b> launched the EV version of its Silverado ICE truck that is built on the company&#39;s Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as <b>Ford Motor Company&#39;s</b> F-150 Lightning Electric Truck.</p><p><b>Sony&#39;s EV Ambition:</b>Japanese consumer electronics giant <b>Sony Group Corporation</b> announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.</p><p><b>Fisker&#39;s Ocean SUV to Have Digital-Imaging 4D Radar System:</b>Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle&#39;s advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver&#39;s behaviors.</p><p>Meanwhile, CEO <b>Henrik Fisker</b> said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/88b2fe73c8d4fae61ebf4475848bb460\" tg-width=\"395\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></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>EV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More</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\">\nEV Week In Review: Tesla, Nikola Call Truce; Week To Forget For Rivian; Sony Jumps Into EV Arena And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-09 10:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks ended mixed in the week ending Jan. 7, with market leader <b>Tesla, Inc.</b> giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.</p><p><img src=\"https://static.tigerbbs.com/6f8051d875dd9558f369ccfb9c910ddc\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:</b>Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.</p><p>CEO <b>Elon Musk</b> announced through Twitter, Tesla&#39;s full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.</p><p>Cathie Wood&#39;s Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.</p><p><b>Nikola Amid Positive News Flow:</b>Embattled EV maker <b>Nikola Corporation</b> had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.</p><p>Nikola signed a letter of intent with <b>Saia, Inc.</b> to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola&#39;s sales and service dealer network.</p><p><b>Rivian Rocked By Partner Amazon&#39;s Stellantis Deal:</b>Rivianwas among the worst performing EV stocks of the week after <b>Stellantis N.V.</b> announced <b>Amazon, Inc.</b> would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company&#39;s largest customer.</p><p><b>GM Debuts Silverado Pickup Truck:</b>Taking another step forward in its EV transitioning,<b>General Motors Corporation</b> launched the EV version of its Silverado ICE truck that is built on the company&#39;s Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as <b>Ford Motor Company&#39;s</b> F-150 Lightning Electric Truck.</p><p><b>Sony&#39;s EV Ambition:</b>Japanese consumer electronics giant <b>Sony Group Corporation</b> announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.</p><p><b>Fisker&#39;s Ocean SUV to Have Digital-Imaging 4D Radar System:</b>Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle&#39;s advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver&#39;s behaviors.</p><p>Meanwhile, CEO <b>Henrik Fisker</b> said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/88b2fe73c8d4fae61ebf4475848bb460\" tg-width=\"395\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","FSR":"菲斯克","GM":"通用汽车","STLA":"Stellantis NV","NKLA":"Nikola Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162390026","content_text":"EV stocks ended mixed in the week ending Jan. 7, with market leader Tesla, Inc. giving back the strong gains notched in reaction to its stellar fourth-quarter deliveries. Stocks in the space also came under pressure along with the tech sector in the wake of hawkish commentary from the Federal Reserve this week.Here are the key events that happened in the EV space during the week:Tesla Achieves Record Q4 Deliveries, FSD Price Hike, Cathie Continues to Sell And More:Tesla, last Sunday, reported record deliveries of 308,600 vehicles in the fourth quarter, pushing annual deliveries to 936,172 units. The results outperformed expectations by a huge margin.CEO Elon Musk announced through Twitter, Tesla's full self-driving software will become more costly, rising to $12,000 beginning Jan. 17. He also said the monthly subscription price will go up when FSD is more widely released.Cathie Wood's Ark Invest continued to trim its stake in Tesla to take advantage of the strong upside in shares.Nikola Amid Positive News Flow:Embattled EV maker Nikola Corporation had a trio of positive catalysts this week. The company and Tesla mutually filed a notice with the U.S. District Court for the Northern District Of California, of a voluntary dismissal of the longstanding patent infringement litigation between the companies.Nikola signed a letter of intent with Saia, Inc. to supply or lease 100 Nikola Tre heavy-duty trucks. Earlier this week, USA Truck announced a letter of intent for an initial purchase of Nikola Tre EV trucks from Thompson Truck Centers, a member of Nikola's sales and service dealer network.Rivian Rocked By Partner Amazon's Stellantis Deal:Rivianwas among the worst performing EV stocks of the week after Stellantis N.V. announced Amazon, Inc. would be the first commercial customer for the ProMaster EV in 2023. The ecommerce giant has a stake in Rivian and is the company's largest customer.GM Debuts Silverado Pickup Truck:Taking another step forward in its EV transitioning,General Motors Corporation launched the EV version of its Silverado ICE truck that is built on the company's Ultium EV platform and has a range of 400 miles. Pricing of the EV truck is expected to start at $39,900, the same price as Ford Motor Company's F-150 Lightning Electric Truck.Sony's EV Ambition:Japanese consumer electronics giant Sony Group Corporation announced its EV concept car at CES 2022. The SUV named Vision-S 02 is being tested on public roads, the company said.Fisker's Ocean SUV to Have Digital-Imaging 4D Radar System:Fisker said its Ocean SUV will feature a digital-imaging 4D radar system, the first of its kind. The radar system, according to the company, will help enable the vehicle's advanced driver assistance systems, known as Fisker Intelligent Pilot. The car will also be armed with a surround-view set of cameras and even a camera for monitoring the driver's behaviors.Meanwhile, CEO Henrik Fisker said the company will likely raise $1.3 billion in revenue from the current reservations for its Ocean SUV, which goes on sale in November 2022.EV Stock Performances for The Week:","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818602866,"gmtCreate":1630400148355,"gmtModify":1676530292177,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>Bsndjdkdkd","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>Bsndjdkdkd","text":"$Taiwan Semiconductor Manufacturing(TSM)$Bsndjdkdkd","images":[{"img":"https://static.tigerbbs.com/b396e2b9e093cf65e2c3c947087b97fa","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818602866","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172433959,"gmtCreate":1626970573571,"gmtModify":1703481720430,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172433959","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://ttm.financial/m/news/1154266565?lang=&edition=fundamental","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</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>How to invest as the Delta variant takes hold</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\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154292633,"gmtCreate":1625528864022,"gmtModify":1703742971338,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154292633","repostId":"1116255026","repostType":4,"repost":{"id":"1116255026","kind":"news","pubTimestamp":1625527973,"share":"https://ttm.financial/m/news/1116255026?lang=&edition=fundamental","pubTime":"2021-07-06 07:32","market":"us","language":"en","title":"Stock futures are flat after S&P 500 and Nasdaq notch another round of records","url":"https://stock-news.laohu8.com/highlight/detail?id=1116255026","media":"CNBC","summary":"Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holid","content":"<div>\n<p>Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holiday-shortened week with the S&P 500 at a record high.\nFutures on the Dow Jones Industrial Average ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock futures are flat after S&P 500 and Nasdaq notch another round of records</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; 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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\">\nStock futures are flat after S&P 500 and Nasdaq notch another round of records\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holiday-shortened week with the S&P 500 at a record high.\nFutures on the Dow Jones Industrial Average ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF",".SPX":"S&P 500 Index","NDAQ":"纳斯达克OMX交易所"},"source_url":"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1116255026","content_text":"Stock futures were flat in overnight trading on Monday as Wall Street gets set to kick off the holiday-shortened week with the S&P 500 at a record high.\nFutures on the Dow Jones Industrial Average rose just 30 points. S&P 500 futures were little changed and Nasdaq 100 futures dipped less than 0.1%. U.S. markets remained closed for the July 4 Independence Day holiday.\nWest Texas Intermediate crude rose above $76 a barrel as a key meeting between oil producer group OPEC and its partners on crude output policyhas been called off. The postponement came as the United Arab Emirates rejected a proposal to extend oil production increase for a second day.\nThe S&P 500 is coming off a seven-day winning streak, its longest since August, amid a string of solid economic reports including a better-than-expected jobs report on Friday. The tech-heavy Nasdaq Composite also reached a record high in the previous session.\nThe economy added 850,000 jobs last month, according to the Bureau of Labor Statistics. Economists surveyed by Dow Jones were expecting an addition of 706,000.\nStill, many on Wall Street expect smaller and choppier gains from the rest of the year after a strong performance in the first half amid a historic economic reopening. The S&P 500 is up nearly 16% year to date.\n“The US economy is booming, but this is now a known known and asset markets reflect it. What isn’t so clear anymore is at what price this growth will accrue,” Michael Wilson, chief U.S. equity strategist at Morgan Stanley, said in a note.\n“Higher costs mean lower profits, another reason why the overall equity market has been narrowing... equity markets are likely to take a break this summer as things heat up,” Wilson said.\nWall Street’s consensus year-end target for the S&P 500 stands at 4,276, representing a near 2% loss from Friday’s close of 4,352.34, according to the CNBC Market Strategist Survey that rounds up 16 top strategists’ forecasts.\nInvestors await the release of June Federal Open Market Committee meeting minutes due Wednesday for clues about the central bank’s behind-the-scenes discussions on winding down its quantitative easing program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194884689,"gmtCreate":1621353979041,"gmtModify":1704356362673,"author":{"id":"3567803092148771","authorId":"3567803092148771","name":"Jianhaolee","avatar":"https://static.tigerbbs.com/aa1f86bdb9ab104312dbfcceafe99e40","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567803092148771","authorIdStr":"3567803092148771"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>mmmm","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>mmmm","text":"$Taiwan Semiconductor 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