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2021-05-15

Share price already running ahead

What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy

2021-08-05

What is the fair valuation?

Grab Is Growing Fast But The Valuation Is Too High

2021-05-12

Overheated

China's Baosteel to keep 'overpriced' iron ore inventories at low level

2021-03-23

What’s next

Biden infrastructure, jobs spending push could hit $4 trillion: source

2021-07-19

What goes up will come down, likewise. It is a cycle.

It’s ‘very dangerous’ to invest in stocks and bitcoin right now, long-time bear David Tice warns

2021-05-11

Buy the dip?

Wall Street closes lower as inflation fears prompt tech sell-off

2021-05-25

$MP Materials Corp.(MP)$gogogo

Sorry, the original content has been removed

2021-04-20

Ok

What to expect at Apple's 'Spring loaded' event

2021-04-14

Can it mirror SEA’s performance?

Grab's not yet profitable, but investors may give it 'leeway' to invest in new growth areas, analysts say

2021-02-26

Coinbase or Binance?

Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange

2021-05-16

OK

Jack Ma's Ant posted 21.8b yuan profit after IPO halt

2021-04-19

Ok

Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz

2021-03-12

Wait for me pls

Big Tech Stocks to Buy Now at a Discount and Hold

2021-02-24

Nani

MicroStrategy CEO says bitcoin will one day have $100 trillion market value even as price dives

2021-06-05

Read

Nvidia Stock: Is It Still A Good Buy?

2021-05-20

Long tech

‘Tapering’ Is Supposed to Be Bad for Tech. Why Did the Nasdaq Outperform the Dow?

2021-04-27

Gogogo

AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?

2021-04-13

Ok

Jim Cramer says Nvidia shares will ‘end up looking cheap’ next year as stock nears record high

2021-04-11

Seriously

There’s a Lot of Potential Not Yet Priced Into Roblox Stock

Go to Tiger App to see more news

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09:05","market":"us","language":"en","title":"Stephen Weiss Shares His Next Steps For His FedEx Position","url":"https://stock-news.laohu8.com/highlight/detail?id=2169663363","media":"Benzinga","summary":"Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about FedEx Corporation (NYSE: FDX), whic","content":"<p>Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about <b>FedEx Corporation</b> (NYSE: FDX), which traded sharply lower on Wednesday after an earnings miss.</p>\n<p>Weiss said the Street knew FedEx is going to miss, but not this bad. Labor costs and shortage are the main concern for the company, but Weiss expects the labor issues are going to loosen up now that we are done with the summer. He has cut his position right after the call when the stock was trading $6 lower, but he decided to add to the position on Wednesday.</p>\n<p>For him, the story hasn't changed. It has only been pushed back for a couple of quarters. He is staying with the stock and he is going to continue to add to his long position as the stock stabilizes.</p>\n<p>Weiss expects FedEx to perform better than <b>United Parcel Service, Inc.</b> (NYSE: UPS) going forward. Union discussions coming up for UPS and they're going to be much tougher than going out and hire people. FedEx wasn't making money on the <b>Amazon</b> deal, so it got rid of it. UPS now has Amazon and it's going to be a problem for it because it's&nbsp;a low-margin business that takes a lot of capacity.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stephen Weiss Shares His Next Steps For His FedEx Position</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\">\nStephen Weiss Shares His Next Steps For His FedEx Position\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stephen-weiss-shares-next-steps-213302802.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about FedEx Corporation (NYSE: FDX), which traded sharply lower on Wednesday after an earnings miss.\nWeiss said the Street knew FedEx is ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stephen-weiss-shares-next-steps-213302802.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPS":"联合包裹","FDX":"联邦快递"},"source_url":"https://finance.yahoo.com/news/stephen-weiss-shares-next-steps-213302802.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2169663363","content_text":"Stephen Weiss spoke on CNBC's \"Fast Money Halftime Report\" about FedEx Corporation (NYSE: FDX), which traded sharply lower on Wednesday after an earnings miss.\nWeiss said the Street knew FedEx is going to miss, but not this bad. Labor costs and shortage are the main concern for the company, but Weiss expects the labor issues are going to loosen up now that we are done with the summer. He has cut his position right after the call when the stock was trading $6 lower, but he decided to add to the position on Wednesday.\nFor him, the story hasn't changed. It has only been pushed back for a couple of quarters. He is staying with the stock and he is going to continue to add to his long position as the stock stabilizes.\nWeiss expects FedEx to perform better than United Parcel Service, Inc. (NYSE: UPS) going forward. Union discussions coming up for UPS and they're going to be much tougher than going out and hire people. FedEx wasn't making money on the Amazon deal, so it got rid of it. UPS now has Amazon and it's going to be a problem for it because it's a low-margin business that takes a lot of capacity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860483120,"gmtCreate":1632198096260,"gmtModify":1676530723445,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860483120","repostId":"1112190200","repostType":4,"repost":{"id":"1112190200","kind":"news","pubTimestamp":1632137806,"share":"https://ttm.financial/m/news/1112190200?lang=&edition=fundamental","pubTime":"2021-09-20 19:36","market":"us","language":"en","title":"Wait for the Dust To Settle Before Buying Roku Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1112190200","media":"InvestorPlace","summary":"Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.\n\n","content":"<blockquote>\n <b>Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.</b>\n</blockquote>\n<p>Falling more than 54% since July 27, is it time to buy<b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>) stock? The streaming company’s massive price decline in less than two months may appear to be a prime buying opportunity. But despite this “buy the dip” appeal, ROKU stock may not be done moving lower.</p>\n<p>Why? When it comes to company-specific factors, it still has a lot on its side. But market-related factors could apply more pressure. Although the price has fallen considerably, shares continue to trade at apremium valuation, best seen in the price-to-sales (P/S) multiple of 18.64.</p>\n<p>If markets get volatile between now and year’s end? Growth names like this one — withits current betaof 1.72 — could experience declines outsized compared to stocks overall.</p>\n<p>Does that mean it’ll make a full trip back to its 52-week low of $157.54 per share? It’s possible. Even at prices more than half of where it trades today, it would still trade at a premium to its larger, albeit slower-growing peer,<b>Netflix</b>(NASDAQ:<b><u>NFLX</u></b>).</p>\n<p>With high risk growth stocks are in for a world of hurt in the coming months, what’s an investor to do? It’s best to take your time with this particular one.</p>\n<p><b>ROKU Stock Underlying Business Remains Strong</b></p>\n<p>As seen with its sell-off in recent weeks, investors have been concerned aboutRoku’s slowing user growth, and decline in existing user engagement. These negative aspects outweighed the positives, such asbetter-than-expected revenue and earnings numbers, when the company reported its results for the quarter ending June 30, 2021 on Aug. 4. Revenues of $645.1 million came in above sell-side consensus ($618.8 million). Earnings of 52 cents per share came in well above the Street’s estimate of 13 cents per share.</p>\n<p>It may be valid for there to be some worries with ROKU stock when it comes to its underlying business continuing to grow at a rapid clip. But a slowdown or decline in user growth/engagement may not mean high levels of future revenue growth are off the table.</p>\n<p>Why? The company is just getting started fully monetizing its existing business. With its pivot from streaming equipment provider to ad-supported streaming platform operator, the company isramping up its original content offerings. Most notably, it’s purchase of a 75-show library fromshort-lived streaming service Quibi. With around $2 billion in its coffers, it has plenty in reserve to finance further content acquisitions. International growth is something else that could enable Roku to continue growing at above-average levels.</p>\n<p>Put simply, there’s enough in play for it to keep on scaling up. At the very least, hit projections calling for36% revenue growth next year. That said, its pullback may not be over. Factors outside its control could result in it making another big slide lower.</p>\n<p><b>Why Market-Related Factors May Sink it Lower</b></p>\n<p>ROKU stock may be cheaper now than it was at the end of July, but that doesn’t mean it’s become a “cheap stock,” by any means. The company’s growth potential remains more-than-reflected, as seen from its high price-to-earnings (P/E) multiple of 188.2x and a forward P/E of 197.6x.</p>\n<p>Further, at today’s prices, shares sell for 11.1x next year’s projected revenue, and 204.4x next year’s projected earnings. Given its still in high-growth mode, for nowa rich valuation like this is sustainable. Yet if the conditions enabling it change? Look out below.</p>\n<p>Many factors point to rocky times ahead for stocks this fall. The U.S. Federal Reserve’s planned tightening of monetary policy, along with a rise in bond yields (even as the Fed takes its time raising interest rates) could result in the stocks starting to move in the wrong direction. Worse yet, growth stocks like Roku, that have benefited most from the current near-zero interest rate environment could get hit the hardest.</p>\n<p>To what extent? Again, as mentioned above, the stock could make another 50%+ move lower, and stilltrade at a premium to peers like Netflix. That of course isn’t to say it will happen. We may only end up seeing moderate levels of multiple compression. That is, valuations remain high compared to historic levels, but lower than before. Nevertheless, as this market-related risk hangs over it, waiting for what’s looming over the stock market today to play out appears to be the wisest move.</p>\n<p><b>Sit On Sidelines for Now</b></p>\n<p>Roku still appears to be a solid growth story. High levels of growth may still lie ahead. Between its big move into original content and its potential to expand its presence overseas, those who are bullish on it aren’t wrong to believe it could eventually scale up into a business many times the size of current options.</p>\n<p>What’s wrong with ROKU stock? The price isn’t right. As the risk that market changes will put pressure on its valuation looms, your best move is to hold off buying it right now.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wait for the Dust To Settle Before Buying Roku Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWait for the Dust To Settle Before Buying Roku Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 19:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/roku-stock-wait-for-dust-to-settle/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.\n\nFalling more than 54% since July 27, is it time to buyRoku(NASDAQ:ROKU) stock? The streaming company...</p>\n\n<a href=\"https://investorplace.com/2021/09/roku-stock-wait-for-dust-to-settle/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://investorplace.com/2021/09/roku-stock-wait-for-dust-to-settle/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112190200","content_text":"Despite its strengths, market-related factors could push hard-hit ROKU stock to even lower prices.\n\nFalling more than 54% since July 27, is it time to buyRoku(NASDAQ:ROKU) stock? The streaming company’s massive price decline in less than two months may appear to be a prime buying opportunity. But despite this “buy the dip” appeal, ROKU stock may not be done moving lower.\nWhy? When it comes to company-specific factors, it still has a lot on its side. But market-related factors could apply more pressure. Although the price has fallen considerably, shares continue to trade at apremium valuation, best seen in the price-to-sales (P/S) multiple of 18.64.\nIf markets get volatile between now and year’s end? Growth names like this one — withits current betaof 1.72 — could experience declines outsized compared to stocks overall.\nDoes that mean it’ll make a full trip back to its 52-week low of $157.54 per share? It’s possible. Even at prices more than half of where it trades today, it would still trade at a premium to its larger, albeit slower-growing peer,Netflix(NASDAQ:NFLX).\nWith high risk growth stocks are in for a world of hurt in the coming months, what’s an investor to do? It’s best to take your time with this particular one.\nROKU Stock Underlying Business Remains Strong\nAs seen with its sell-off in recent weeks, investors have been concerned aboutRoku’s slowing user growth, and decline in existing user engagement. These negative aspects outweighed the positives, such asbetter-than-expected revenue and earnings numbers, when the company reported its results for the quarter ending June 30, 2021 on Aug. 4. Revenues of $645.1 million came in above sell-side consensus ($618.8 million). Earnings of 52 cents per share came in well above the Street’s estimate of 13 cents per share.\nIt may be valid for there to be some worries with ROKU stock when it comes to its underlying business continuing to grow at a rapid clip. But a slowdown or decline in user growth/engagement may not mean high levels of future revenue growth are off the table.\nWhy? The company is just getting started fully monetizing its existing business. With its pivot from streaming equipment provider to ad-supported streaming platform operator, the company isramping up its original content offerings. Most notably, it’s purchase of a 75-show library fromshort-lived streaming service Quibi. With around $2 billion in its coffers, it has plenty in reserve to finance further content acquisitions. International growth is something else that could enable Roku to continue growing at above-average levels.\nPut simply, there’s enough in play for it to keep on scaling up. At the very least, hit projections calling for36% revenue growth next year. That said, its pullback may not be over. Factors outside its control could result in it making another big slide lower.\nWhy Market-Related Factors May Sink it Lower\nROKU stock may be cheaper now than it was at the end of July, but that doesn’t mean it’s become a “cheap stock,” by any means. The company’s growth potential remains more-than-reflected, as seen from its high price-to-earnings (P/E) multiple of 188.2x and a forward P/E of 197.6x.\nFurther, at today’s prices, shares sell for 11.1x next year’s projected revenue, and 204.4x next year’s projected earnings. Given its still in high-growth mode, for nowa rich valuation like this is sustainable. Yet if the conditions enabling it change? Look out below.\nMany factors point to rocky times ahead for stocks this fall. The U.S. Federal Reserve’s planned tightening of monetary policy, along with a rise in bond yields (even as the Fed takes its time raising interest rates) could result in the stocks starting to move in the wrong direction. Worse yet, growth stocks like Roku, that have benefited most from the current near-zero interest rate environment could get hit the hardest.\nTo what extent? Again, as mentioned above, the stock could make another 50%+ move lower, and stilltrade at a premium to peers like Netflix. That of course isn’t to say it will happen. We may only end up seeing moderate levels of multiple compression. That is, valuations remain high compared to historic levels, but lower than before. Nevertheless, as this market-related risk hangs over it, waiting for what’s looming over the stock market today to play out appears to be the wisest move.\nSit On Sidelines for Now\nRoku still appears to be a solid growth story. High levels of growth may still lie ahead. Between its big move into original content and its potential to expand its presence overseas, those who are bullish on it aren’t wrong to believe it could eventually scale up into a business many times the size of current options.\nWhat’s wrong with ROKU stock? The price isn’t right. As the risk that market changes will put pressure on its valuation looms, your best move is to hold off buying it right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883255781,"gmtCreate":1631247608643,"gmtModify":1676530508495,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Good sign","listText":"Good sign","text":"Good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883255781","repostId":"1181413594","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580473686930895","authorId":"3580473686930895","name":"Veldora","avatar":"https://static.tigerbbs.com/2c60768e017f3418615cd7dea3a291ec","crmLevel":5,"crmLevelSwitch":0,"idStr":"3580473686930895","authorIdStr":"3580473686930895"},"content":"It may turn sour too if both parties not willing to give in.","text":"It may turn sour too if both parties not willing to give in.","html":"It may turn sour too if both parties not willing to give in."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817570438,"gmtCreate":1630977687524,"gmtModify":1676530432135,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817570438","repostId":"2165841143","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815112845,"gmtCreate":1630655233587,"gmtModify":1676530367451,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815112845","repostId":"1137593739","repostType":4,"repost":{"id":"1137593739","kind":"news","pubTimestamp":1630640275,"share":"https://ttm.financial/m/news/1137593739?lang=&edition=fundamental","pubTime":"2021-09-03 11:37","market":"sg","language":"en","title":"Grab Starts Online Supermarket in Philippines for User Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1137593739","media":"Bloomberg","summary":"Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launc","content":"<p>Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launching an online supermarket in the Philippines as it tries to move beyond meal deliveries and ride-hailing to boost revenue.</p>\n<p>Consumers in Metro Manila area, with a population of more than 13 million, will be able to order vegetables, meat, seafood and other groceries via the Grab app for next day delivery, the company said in a statement on Friday. Grab has already rolled out online supermarket services in Malaysia and Singapore, and it’s preparing to enter Thailand this year, said Russell Cohen, Grab’s managing director for operations.</p>\n<p>“We want consumers to think of Grab when they think of food, from grocery shopping to meal delivery,” he said in an interview. Grab is also piloting a feature that lets users order and pay for food at restaurants using its app in Singapore, Malaysia and Indonesia, he said.</p>\n<p>Grab is trying to capture broader opportunities in the food services market to drive user growth. The online grocery market in Southeast Asia is expected to almost triple to $11.9 billion in 2025 from $4.1 billion in 2020, according toEuromonitor International.</p>\n<p><img src=\"https://static.tigerbbs.com/701017370d522691431e1e5ee8c8b2ed\" tg-width=\"589\" tg-height=\"465\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/0fd72ab5c3f8cf05086eafe46f0d2aad\" tg-width=\"580\" tg-height=\"330\" width=\"100%\" height=\"auto\"></p>","source":"lsy1584095487587","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>Grab Starts Online Supermarket in Philippines for User Growth</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\">\nGrab Starts Online Supermarket in Philippines for User Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-09-03/grab-starts-online-supermarket-in-philippines-for-user-growth?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launching an online supermarket in the Philippines as it tries to move beyond meal deliveries and ride-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-09-03/grab-starts-online-supermarket-in-philippines-for-user-growth?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-09-03/grab-starts-online-supermarket-in-philippines-for-user-growth?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137593739","content_text":"Grab Holdings Inc., set to go public in the U.S. through a deal with a blank-check company, is launching an online supermarket in the Philippines as it tries to move beyond meal deliveries and ride-hailing to boost revenue.\nConsumers in Metro Manila area, with a population of more than 13 million, will be able to order vegetables, meat, seafood and other groceries via the Grab app for next day delivery, the company said in a statement on Friday. Grab has already rolled out online supermarket services in Malaysia and Singapore, and it’s preparing to enter Thailand this year, said Russell Cohen, Grab’s managing director for operations.\n“We want consumers to think of Grab when they think of food, from grocery shopping to meal delivery,” he said in an interview. Grab is also piloting a feature that lets users order and pay for food at restaurants using its app in Singapore, Malaysia and Indonesia, he said.\nGrab is trying to capture broader opportunities in the food services market to drive user growth. The online grocery market in Southeast Asia is expected to almost triple to $11.9 billion in 2025 from $4.1 billion in 2020, according toEuromonitor International.","news_type":1},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813374819,"gmtCreate":1630141527131,"gmtModify":1676530234077,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813374819","repostId":"2162317078","repostType":2,"repost":{"id":"2162317078","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630096837,"share":"https://ttm.financial/m/news/2162317078?lang=&edition=fundamental","pubTime":"2021-08-28 04:40","market":"us","language":"en","title":"Affirm, Amazon partner to enable pay-over-time feature","url":"https://stock-news.laohu8.com/highlight/detail?id=2162317078","media":"Reuters","summary":"Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to l","content":"<html><body><p>Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to let shoppers make payments over time, the buy now, pay later firm said on Friday. </p><p>   Select Amazon customers will be able to split the total cost of purchases of $50 or more into simple monthly payments by using Affirm, the San Francisco-based company said.  </p><p>   Affirm shares jumped 30% in extended trading.</p><p> (Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)</p><p>((Eva.Mathews@thomsonreuters.com;))</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>Affirm, Amazon partner to enable pay-over-time feature</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\">\nAffirm, Amazon partner to enable pay-over-time feature\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\">2021-08-28 04:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to let shoppers make payments over time, the buy now, pay later firm said on Friday. </p><p>   Select Amazon customers will be able to split the total cost of purchases of $50 or more into simple monthly payments by using Affirm, the San Francisco-based company said.  </p><p>   Affirm shares jumped 30% in extended trading.</p><p> (Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)</p><p>((Eva.Mathews@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AFRM":"Affirm Holdings, Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162317078","content_text":"Aug 27 (Reuters) - Affirm Holdings Inc    is partnering with e-commerce giant Amazon.com Inc    to let shoppers make payments over time, the buy now, pay later firm said on Friday.    Select Amazon customers will be able to split the total cost of purchases of $50 or more into simple monthly payments by using Affirm, the San Francisco-based company said.     Affirm shares jumped 30% in extended trading. (Reporting by Eva Mathews in Bengaluru; Editing by Aditya Soni)((Eva.Mathews@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837196556,"gmtCreate":1629862081475,"gmtModify":1676530155376,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837196556","repostId":"1175100430","repostType":4,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832124176,"gmtCreate":1629599863395,"gmtModify":1676530076704,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Been hearing this for some time, and&nbsp;still counting…","listText":"Been hearing this for some time, and&nbsp;still counting…","text":"Been hearing this for some time, and still counting…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832124176","repostId":"1121592968","repostType":4,"repost":{"id":"1121592968","kind":"news","pubTimestamp":1629446571,"share":"https://ttm.financial/m/news/1121592968?lang=&edition=fundamental","pubTime":"2021-08-20 16:02","market":"us","language":"en","title":"Cathie Wood: 'We couldn't be further away from a bubble'","url":"https://stock-news.laohu8.com/highlight/detail?id=1121592968","media":"Seeking Alpha","summary":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent ","content":"<ul>\n <li>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and&nbsp;short interest regarding ARK Invests actively managed ETFs.</li>\n <li>When asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.</li>\n <li>Five of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.</li>\n <li>Wood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.</li>\n <li>Daily price action on ARKs ETFs:</li>\n <li><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:&nbsp;ARKK):&nbsp;-0.32%.</li>\n <li><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:&nbsp;ARKQ):&nbsp;-0.25%.</li>\n <li><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:&nbsp;ARKW):&nbsp;-0.10%.</li>\n <li><a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:&nbsp;ARKG):&nbsp;-0.48%.</li>\n <li><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:&nbsp;ARKF):&nbsp;-0.16%.</li>\n <li><a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration &amp; Innovation ETF</a> (BATS:&nbsp;ARKX):-0.25%.</li>\n <li>Moreover, see how ARK Invest's six actively managed ETFs fared against each other&nbsp;over a one-year period in the chart below.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/472b8efcd44713aadecd32f6c19ae3a0\" tg-width=\"720\" tg-height=\"251\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></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>Cathie Wood: 'We couldn't be further away from a bubble'</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\">\nCathie Wood: 'We couldn't be further away from a bubble'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and short interest regarding ARK Invests actively managed ETFs.\nWhen asked what ...</p>\n\n<a href=\"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121592968","content_text":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and short interest regarding ARK Invests actively managed ETFs.\nWhen asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.\nFive of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.\nWood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.\nDaily price action on ARKs ETFs:\nARK Innovation ETF (NYSEARCA: ARKK): -0.32%.\nARK Autonomous Technology & Robotics ETF (BATS: ARKQ): -0.25%.\nARK Next Generation Internet ETF (NYSEARCA: ARKW): -0.10%.\nARK Genomic Revolution Multi-Sector ETF (BATS: ARKG): -0.48%.\nARK Fintech Innovation ETF (NYSEARCA: ARKF): -0.16%.\nARK Space Exploration & Innovation ETF (BATS: ARKX):-0.25%.\nMoreover, see how ARK Invest's six actively managed ETFs fared against each other over a one-year period in the chart below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891688474,"gmtCreate":1628386575698,"gmtModify":1703505601580,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891688474","repostId":"2157432677","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890712353,"gmtCreate":1628133645572,"gmtModify":1703501860844,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"What is the fair valuation?","listText":"What is the fair valuation?","text":"What is the fair valuation?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/890712353","repostId":"1132789984","repostType":4,"repost":{"id":"1132789984","kind":"news","pubTimestamp":1628132627,"share":"https://ttm.financial/m/news/1132789984?lang=&edition=fundamental","pubTime":"2021-08-05 11:03","market":"us","language":"en","title":"Grab Is Growing Fast But The Valuation Is Too High","url":"https://stock-news.laohu8.com/highlight/detail?id=1132789984","media":"seekingalpha","summary":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wan","content":"<p><b>Summary</b></p>\n<ul>\n <li>Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.</li>\n <li>The company is valued at ~$45 billion, which we believe is way too generous.</li>\n <li>It is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.</li>\n <li>Economic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed14131a10fe9b0fe4ffdc2d166eedfc\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>bankkgraphy/iStock via Getty Images</span></p>\n<p>Grab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.</p>\n<p>So what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053fd9283dc37b6e74500543dc4cda48\" tg-width=\"640\" tg-height=\"298\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p>Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p>\n<p>This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p>\n<p>Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p>\n<p>This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c22a14f058c5206c6f97c9ee6555c40\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Cohort Analysis</b></p>\n<p>Looking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1048371138429abea215d9d0f75b78\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>International Expansion</b></p>\n<p>One of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.</p>\n<p>While users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.</p>\n<p>According to the OECD,GDP for the region&nbsp;is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094b954a6ff2a9be4fc65c073208521\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Financials</b></p>\n<p>Turning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b52eab933ed612ab245e32a04c21a8\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Risks</b></p>\n<p>The main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.</p>\n<p>There is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly&nbsp;Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.</p>\n<p>We find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.</p>\n<p><b>Conclusion</b></p>\n<p>Grab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The&nbsp;company keeps&nbsp;growing and adding services to its app, while gaining users and getting closer to profitability.</p>\n<p>The one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.</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>Grab Is Growing Fast But The Valuation Is Too High</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\">\nGrab Is Growing Fast But The Valuation Is Too High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45...</p>\n\n<a href=\"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132789984","content_text":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45 billion, which we believe is way too generous.\nIt is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.\nEconomic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.\n\nbankkgraphy/iStock via Getty Images\nGrab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.\nSo what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.\nSource: Grab Investor Presentation\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSource: Grab Investor Presentation\nCohort Analysis\nLooking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.\nSource: Grab Investor Presentation\nInternational Expansion\nOne of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.\nWhile users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.\nAccording to the OECD,GDP for the region is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.\nSource: Grab Investor Presentation\nFinancials\nTurning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.\nSource: Grab Investor Presentation\nRisks\nThe main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.\nThere is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.\nWe find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.\nConclusion\nGrab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The company keeps growing and adding services to its app, while gaining users and getting closer to profitability.\nThe one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582258408396089","authorId":"3582258408396089","name":"AetherC","avatar":"https://static.tigerbbs.com/0e9d2b2288d3ec3cb10339c5902876c8","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582258408396089","authorIdStr":"3582258408396089"},"content":"fair valuation == speculation value??","text":"fair valuation == speculation value??","html":"fair valuation == speculation value??"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804425164,"gmtCreate":1627974082058,"gmtModify":1703498912723,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804425164","repostId":"1128689143","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173821680,"gmtCreate":1626653746840,"gmtModify":1703762661847,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"What goes up will come down, likewise.&nbsp;It is a&nbsp;cycle.","listText":"What goes up will come down, likewise.&nbsp;It is a&nbsp;cycle.","text":"What goes up will come down, likewise. It is a cycle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/173821680","repostId":"1123755908","repostType":4,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167158867,"gmtCreate":1624254067659,"gmtModify":1703831682856,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Mind to explain the logic behind","listText":"Mind to explain the logic behind","text":"Mind to explain the logic behind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167158867","repostId":"1183124175","repostType":4,"repost":{"id":"1183124175","kind":"news","pubTimestamp":1624151620,"share":"https://ttm.financial/m/news/1183124175?lang=&edition=fundamental","pubTime":"2021-06-20 09:13","market":"us","language":"en","title":"Beware these risky tech stocks in your portfolio, strategist Parker warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1183124175","media":"cnbc","summary":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.Growth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.Adam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a f","content":"<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.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>Beware these risky tech stocks in your portfolio, strategist Parker warns</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\">\nBeware these risky tech stocks in your portfolio, strategist Parker warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SQ":"Block","TWLO":"Twilio Inc","MCHP":"微芯科技","AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183124175","content_text":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.\nAdam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a few.\n“We think that portfolio managers should be buying growth stocks again, focusing on positive free cash flow and margin expansion, not earnings-based valuation,” Parker said in a note released Wednesday.\nTrivariate Research used a number of criteria to identify risky stocks, including low or negative correlation to inflation, high correlation to the economic reopening and high levels of company insiders selling their shares. The research firm then identified the eight riskiest names based on those measures.\n“Our view is that these are among the riskiest stocks to own today, so investors who own these names should have disproportionate upside to their base cases to compensate them for these risks,” Parker said.\nTake a look at five of the riskiest technology stocks, according to Trivariate.\nRISKIEST TECH STOCKS, ACCORDING TO TRIVARIATE\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\n\n\n\n\nMCHP\nMicrochip Technology Inc\n145.62\n-3.0686\n\n\nTWLO\nTwilio Inc\n367.61\n1.84\n\n\nSQ\nSquare Inc\n237.05\n0.39\n\n\nNVDA\nNVIDIA Corp\n745.55\n-0.0992\n\n\nAAPL\nApple Inc\n130.46\n-1.0092\n\n\n\nApple is on Trivariate’s list of riskiest stocks. The research firm identifies Apple as one of the stocks with the most negative correlation to inflation. Trivariate predicts that if bond yields rise or if fears of inflation continue, shares of Apple will underperform the market.\nNvidiaalso makes the list of risky tech stocks. Trivariate found the semiconductor stock has one of the most asymmetric beta — meaning the stock is consistently more volatile than the broader market during a market pullback compared with typical times.\nTrivariate also named payments companySquare, cloud communications platformTwilioand semiconductor manufacturerMicrochip Technologyamong the riskiest technology stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165769529,"gmtCreate":1624158050961,"gmtModify":1703829722724,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"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/165769529","repostId":"1131081247","repostType":4,"repost":{"id":"1131081247","kind":"news","pubTimestamp":1624019171,"share":"https://ttm.financial/m/news/1131081247?lang=&edition=fundamental","pubTime":"2021-06-18 20:26","market":"fut","language":"en","title":"Goldman sees Fed-driven dip in commodities as a 'buying opportunity'","url":"https://stock-news.laohu8.com/highlight/detail?id=1131081247","media":"Reuters","summary":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Fe","content":"<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.</p>\n<p>“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.</p>\n<p>Physical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.</p>\n<p>Prices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.</p>\n<p>But oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.</p>\n<p>The copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.</p>\n<p>A recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.</p>\n<p>Earlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.</p>\n<p>Goldman also viewed gold as under-valued relative to both real and nominal fundamentals.</p>\n<p>“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”</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>Goldman sees Fed-driven dip in commodities as a 'buying opportunity'</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; 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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\">\nGoldman sees Fed-driven dip in commodities as a 'buying opportunity'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 20:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying...</p>\n\n<a href=\"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131081247","content_text":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.\n“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.\nPhysical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.\nPrices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.\nBut oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.\nThe copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.\nA recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.\nEarlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.\nGoldman also viewed gold as under-valued relative to both real and nominal fundamentals.\n“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162298092,"gmtCreate":1624063860916,"gmtModify":1703827870686,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Cyclical","listText":"Cyclical","text":"Cyclical","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162298092","repostId":"1103331073","repostType":4,"repost":{"id":"1103331073","kind":"news","pubTimestamp":1624029560,"share":"https://ttm.financial/m/news/1103331073?lang=&edition=fundamental","pubTime":"2021-06-18 23:19","market":"fut","language":"en","title":"Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1103331073","media":"bloomberg","summary":"The commodities boom has taken a knock this month, and while there are many reasons to still bet on ","content":"<p>The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.</p>\n<p>Vast amounts of stimulus, economies reopening from the pandemic and strong Chinese demand have driven a surge in raw-material prices this year, some to record highs. Yet they’ve slumped in the past two weeks -- with somewiping outgains for the year -- on a more hawkish U.S. monetary policy tone, China’s bid to cool inflation pressures and better weather for crops.</p>\n<p>While that’s blown away some of the speculative froth from the market, the big question is whether the latest commodities bull run has passed its peak or is just taking a breather.</p>\n<p>Either way, the direction may not be broad based, with each market having its own individual levers pushing and pulling. Copper traders need to balance a short-term cooling in China with long-termgreen-energy prospects. Oil’s dip could be limited by falling stockpiles and supply concerns, iron ore is being whipsawed by Chinese policies, while gold will largely be at the mercy of when Federal Reserve tapering starts.</p>\n<p><img src=\"https://static.tigerbbs.com/98efbaaf8487a164efed6c727959a5c7\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>“I can still see a lot of inflationary pressures in the supply chain, and the reality is that it’s going up,” said Michael Widmer, head of metals research at Bank of America Merrill Lynch in London. “From a commodity-price perspective, I can see the structural argument still for prices to stay elevated or go higher going forward.”</p>\n<p>Copper</p>\n<p>Theyear-longrally to a record in May was sparked by surging Chinese demand, but there are signs orders from manufacturers are starting to wane.</p>\n<p>Bulls are confident that the rest of the world will pick up the slack as renewable energy and electric-vehicle investment creates a step-change in demand in Europe and North America. Still, it could be a while before that spending makes its way to factory order books, and softer demand in the meantime could embolden bears who say current high prices aren’t justified by fundamentals.</p>\n<p><img src=\"https://static.tigerbbs.com/745940226f45fbf407b0a9ea989a0be7\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Iron Ore</p>\n<p>It might be particularly hard to predict the trajectory for iron ore, themost volatilecommodity right now. It surged to a record, collapsed into a bear market and then rebounded back into a bull market within a matter of weeks traders grappled with the murky outlook for demand in top consumer China.</p>\n<p>Both bulls and bears are keeping a close eye on China’s simultaneous goals to contain the inflationary pressures stemming from high commodity prices and to make its vast steel sector greener. The country’s steel output is still on track to smashanother recordthis year, which might prompt further actions from authorities to restrict production and whipsaw iron ore yet again.</p>\n<p><img src=\"https://static.tigerbbs.com/a6d580e34388bde0a0fb1107839fb589\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Agriculture</p>\n<p>Showers across the U.S. corn belt and uncertainty over biofuel policy have helped send crop markets tumbling lately, but much more rain will be needed to ensure bumper harvests in one of the world’s top suppliers. More than a third of America’s corn and soybean area is suffering fromdrought, afterrecord-breakingheatwaves.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e23a5f18610ffc4fb2d6982a70a67f4\" tg-width=\"1000\" tg-height=\"692\" referrerpolicy=\"no-referrer\"><span>Showers are set to span the U.S. Corn Belt on Saturday</span></p>\n<p>It’s a China story on the demand side, with the nation’s huge imports sending crop and hog futures soaring in the past year. Major traders like Cargill Inc. and Viterra say crop markets are in a “mini-supercycle” that could last half a decade, driven by increased biofuel demand and continued Chinese buying.</p>\n<p>Oil</p>\n<p>Focus is already turning to how sharply demand will recover over the summer. While there are signs the U.S. is leading the way as western economies reopen, the spread of the delta variant of the coronavirus, first identified in India, is raising renewed concern about the path for consumption in parts of Asia.</p>\n<p>For now, it looks as though the market is going to need extra supply in the second half of the year. The OPEC+ group is yet to confirm plans for production beyond July, while U.S. shale producers continue to preach discipline as they’remaking moneyagain. All the more reason then, that the focus is so intense on when the market will see Iranian supply return astalks with the U.S.continue.</p>\n<p>Gold</p>\n<p>Bullion is more susceptible to Federal Reserve actions than perhaps any other commodity. It tumbled to the lowest since early May after the U.S. central bank signaledmonetary policy tighteningcould start earlier than expected and the dollar jumped.</p>\n<p><img src=\"https://static.tigerbbs.com/06544f6db5b2c483c4ee6c03141f9d21\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>Although the precious metal is often bought as a hedge against inflation, the Fed signaled this week that higher-than-expected inflation would not be allowed to persist, opening up the door for faster stimulus tapering. That weighs on the appeal of non-interest bearing gold. UBS Group AG forecasts prices at $1,600 an ounce by year-end, compared with about $1,780 now.</p>","source":"lsy1584095487587","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>Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet</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\">\nCommodities Bulls Nurse Their Wounds But Fight’s Not Over Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.\nVast amounts of stimulus, economies ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103331073","content_text":"The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.\nVast amounts of stimulus, economies reopening from the pandemic and strong Chinese demand have driven a surge in raw-material prices this year, some to record highs. Yet they’ve slumped in the past two weeks -- with somewiping outgains for the year -- on a more hawkish U.S. monetary policy tone, China’s bid to cool inflation pressures and better weather for crops.\nWhile that’s blown away some of the speculative froth from the market, the big question is whether the latest commodities bull run has passed its peak or is just taking a breather.\nEither way, the direction may not be broad based, with each market having its own individual levers pushing and pulling. Copper traders need to balance a short-term cooling in China with long-termgreen-energy prospects. Oil’s dip could be limited by falling stockpiles and supply concerns, iron ore is being whipsawed by Chinese policies, while gold will largely be at the mercy of when Federal Reserve tapering starts.\n\n“I can still see a lot of inflationary pressures in the supply chain, and the reality is that it’s going up,” said Michael Widmer, head of metals research at Bank of America Merrill Lynch in London. “From a commodity-price perspective, I can see the structural argument still for prices to stay elevated or go higher going forward.”\nCopper\nTheyear-longrally to a record in May was sparked by surging Chinese demand, but there are signs orders from manufacturers are starting to wane.\nBulls are confident that the rest of the world will pick up the slack as renewable energy and electric-vehicle investment creates a step-change in demand in Europe and North America. Still, it could be a while before that spending makes its way to factory order books, and softer demand in the meantime could embolden bears who say current high prices aren’t justified by fundamentals.\nIron Ore\nIt might be particularly hard to predict the trajectory for iron ore, themost volatilecommodity right now. It surged to a record, collapsed into a bear market and then rebounded back into a bull market within a matter of weeks traders grappled with the murky outlook for demand in top consumer China.\nBoth bulls and bears are keeping a close eye on China’s simultaneous goals to contain the inflationary pressures stemming from high commodity prices and to make its vast steel sector greener. The country’s steel output is still on track to smashanother recordthis year, which might prompt further actions from authorities to restrict production and whipsaw iron ore yet again.\nAgriculture\nShowers across the U.S. corn belt and uncertainty over biofuel policy have helped send crop markets tumbling lately, but much more rain will be needed to ensure bumper harvests in one of the world’s top suppliers. More than a third of America’s corn and soybean area is suffering fromdrought, afterrecord-breakingheatwaves.\nShowers are set to span the U.S. Corn Belt on Saturday\nIt’s a China story on the demand side, with the nation’s huge imports sending crop and hog futures soaring in the past year. Major traders like Cargill Inc. and Viterra say crop markets are in a “mini-supercycle” that could last half a decade, driven by increased biofuel demand and continued Chinese buying.\nOil\nFocus is already turning to how sharply demand will recover over the summer. While there are signs the U.S. is leading the way as western economies reopen, the spread of the delta variant of the coronavirus, first identified in India, is raising renewed concern about the path for consumption in parts of Asia.\nFor now, it looks as though the market is going to need extra supply in the second half of the year. The OPEC+ group is yet to confirm plans for production beyond July, while U.S. shale producers continue to preach discipline as they’remaking moneyagain. All the more reason then, that the focus is so intense on when the market will see Iranian supply return astalks with the U.S.continue.\nGold\nBullion is more susceptible to Federal Reserve actions than perhaps any other commodity. It tumbled to the lowest since early May after the U.S. central bank signaledmonetary policy tighteningcould start earlier than expected and the dollar jumped.\n\nAlthough the precious metal is often bought as a hedge against inflation, the Fed signaled this week that higher-than-expected inflation would not be allowed to persist, opening up the door for faster stimulus tapering. That weighs on the appeal of non-interest bearing gold. UBS Group AG forecasts prices at $1,600 an ounce by year-end, compared with about $1,780 now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168505797,"gmtCreate":1623977927119,"gmtModify":1703825196019,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168505797","repostId":"2144742925","repostType":4,"repost":{"id":"2144742925","kind":"highlight","pubTimestamp":1623976535,"share":"https://ttm.financial/m/news/2144742925?lang=&edition=fundamental","pubTime":"2021-06-18 08:35","market":"us","language":"en","title":"1 Growth Stock That Could Be Bigger Than Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742925","media":"Motley Fool","summary":"The next decade looks bright for this supercomputing company.","content":"<p>In 1999, <b>NVIDIA</b> (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.</p>\n<p>NVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than <b>Apple</b> by 2031. Here are three reasons why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaf8802c7ed003335f2860d2fb148e9\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images</span></p>\n<h2>1. The data center</h2>\n<p>Currently, NVIDIA controls over 90%&nbsp;of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.</p>\n<p>To that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in <a href=\"https://laohu8.com/S/AONE\">one</a> platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.</p>\n<p>Likewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).</p>\n<p>Finally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"</p>\n<h2><b>2. Autonomous vehicles</b></h2>\n<p>The NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.</p>\n<p>The brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from <b>Intel</b>'s&nbsp;<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d24136b7828e9c57db066423f43bfd7\" tg-width=\"700\" tg-height=\"525\"><span>The NVIDIA Orin. Image source: NVIDIA.</span></p>\n<p>While NVIDIA Orin won't ship until 2022, automakers like <b>NIO</b> &nbsp;and <b>Volvo</b> have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.</p>\n<p>Management believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.</p>\n<h2><b>3. NVIDIA Omniverse</b></h2>\n<p>This summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like <b>Autodesk</b> and <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>, enabling collaboration in a shared virtual space. This is a big deal for three reasons.</p>\n<p>First, Omniverse will accelerate AI. NVIDIA DRIVE Sim&nbsp;is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.</p>\n<p>Second, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.</p>\n<p>Third, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.</p>\n<p>Here's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.</p>\n<h2>A final word</h2>\n<p>To summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?</p>\n<p>No one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Growth Stock That Could Be Bigger Than Apple</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\">\n1 Growth Stock That Could Be Bigger Than Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/\">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","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742925","content_text":"In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.\nNVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than Apple by 2031. Here are three reasons why.\nImage source: Getty Images\n1. The data center\nCurrently, NVIDIA controls over 90% of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.\nTo that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in one platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.\nLikewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).\nFinally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"\n2. Autonomous vehicles\nThe NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.\nThe brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from Intel's Mobileye -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.\nThe NVIDIA Orin. Image source: NVIDIA.\nWhile NVIDIA Orin won't ship until 2022, automakers like NIO  and Volvo have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.\nManagement believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.\n3. NVIDIA Omniverse\nThis summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like Autodesk and Adobe, enabling collaboration in a shared virtual space. This is a big deal for three reasons.\nFirst, Omniverse will accelerate AI. NVIDIA DRIVE Sim is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.\nSecond, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.\nThird, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.\nHere's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.\nA final word\nTo summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?\nNo one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169890628,"gmtCreate":1623825536364,"gmtModify":1703820627093,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Guess already factored&nbsp;in following the drop yesterday&nbsp;","listText":"Guess already factored&nbsp;in following the drop yesterday&nbsp;","text":"Guess already factored in following the drop yesterday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169890628","repostId":"1135791696","repostType":4,"repost":{"id":"1135791696","kind":"news","pubTimestamp":1623813782,"share":"https://ttm.financial/m/news/1135791696?lang=&edition=fundamental","pubTime":"2021-06-16 11:23","market":"us","language":"en","title":"FOMC preview: Inflationary pressures tempt taper talk","url":"https://stock-news.laohu8.com/highlight/detail?id=1135791696","media":"Yahoo Finance","summary":"The Federal Reserve had hoped for a string of strong jobs reports showing a pace of 1 million monthly job gains.Instead, the Fed received larger-than-expected readings on inflation.For a central bank that has reiterated its higher bar for pulling its monetary stimulus, recent data points could test the resolve of policymakers with regard to its quantitative easing program.Since the Fed’s last policy-setting meeting in May, several Fed officials voiced interest in taking the first step toward slo","content":"<p>The Federal Reserve had hoped for a&nbsp;string of strong jobs reports&nbsp;showing a pace of 1 million monthly job gains.</p>\n<p>Instead, the Fed received larger-than-expected readings on inflation.</p>\n<p>For a central bank that has reiterated its higher bar for pulling its monetary stimulus, recent data points could test the resolve of policymakers with regard to its quantitative easing program.</p>\n<p>Since the Fed’s last policy-setting meeting in May, several Fed officials&nbsp;voiced interest in taking the first step toward slowing&nbsp;the central bank’s $120 billion-a-month pace of U.S. Treasury and agency mortgage-backed securities purchases.</p>\n<p>“There is some upside risk to increased inflation,” Philadelphia Fed President Patrick Harker&nbsp;said on June 2.</p>\n<p>The&nbsp;Consumer Price Index in May&nbsp;rose by the fastest year-over-year pace since August 2008. Another measure of inflation, the Producer Price Index,recorded its fastest 12-month growth on record&nbsp;since the Bureau of Labor Statistics began the dataset in November 2010.</p>\n<p>Still, many Fed officials insist that the high data readings are due to&nbsp;temporary factors&nbsp;like supply chain bottlenecks. Shortages in microchips are continuing to put upward pressure on cars. But lumber prices, which skyrocketed in the late spring, are&nbsp;now tumbling.</p>\n<p>“I continue to believe as my baseline case that this will prove to be largely transitory,” Fed Vice Chairman Richard Clarida&nbsp;told Yahoo Finance&nbsp;on May 25 (before the May CPI and PPI prints).</p>\n<p>Fed watchers expect that “transitory” will remain the prevailing view among the Federal Open Market Committee, meaning that those eager to talk about tapering may be in the minority this week.</p>\n<p>A BofA survey done last week noted that 63% of global fund managers do not expect the Fed to signal tapering until August or September — most likely at the Fed’s late-August meeting in Jackson Hole, Wyoming.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f12fb608045aa97206f53cbac6b7c64c\" tg-width=\"960\" tg-height=\"625\"><span>A BofA survey conducted between June 4-10, 2021 notes that most fund managers do not expect the Fed to signal a taper in this week's meeting. Source: BofA Fund Manager Survey, DataStream</span></p>\n<p>“This is not a Fed that is rushing to the exits,” BofA Global Research analysts wrote on June 14. “That said, we expect a few nuanced changes that would sound less dovish than in the April meeting.”</p>\n<p>The Fed is continuing to keep a focus on the labor market, where&nbsp;May jobs data&nbsp;showed the economy still 7.6 million jobs short of pre-pandemic levels.</p>\n<p><b>When is a rate hike coming?</b></p>\n<p>Commentary on the Fed’s asset purchases could come from the FOMC policy statement or Fed Chairman Jerome Powell’s press conference at 2:30 p.m. ET on Wednesday.</p>\n<p>The FOMC’s next round of economic projections, due alongside the policy statement, could also offer some clues.</p>\n<p>Those projections will include an update to the so-called “dot plots,” which map out each FOMC member’s forecasts for where interest rates may head in the future. The Fed’s last round of projections in March had the median member of the committee projecting no rate hike through the end of 2023.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbea5dc5ee450e2a475e989236c55734\" tg-width=\"960\" tg-height=\"975\"><span>The March 2021 Summary of Economic Projections map out each FOMC member's expectations for where interest rates may go in the coming years. The so-called \"dot plots\" show the median member expecting no rate hike through the end of 2023. Source: Federal Reserve</span></p>\n<p>With more Fed officials having expressed interest in kicking off taper talks, chatter is building over whether or not the dot plot will show the median FOMC member projecting a rate hike by the end of 2023.</p>\n<p>“In light of the transitory nature of the recent spike in prices, our best guess is no, but it is a close call,” Goldman Sachs’s economics team wrote on June 13.</p>\n<p>The Goldman note pointed out that the dots may be “guided by some steering” from Powell, who would face some tricky questions on how the “transitory” view on inflation squares with the expectation for an earlier rate hike.</p>\n<p>Still, if only three more FOMC members revise up their expectations for interest rates in 2023, the median dot would reflect one rate hike.</p>\n<p>Here’s what Fed officials have said since the central bank’s last policy-setting meeting in April:</p>\n<p><b>What Fed officials have said about inflation:</b></p>\n<p><b>Fed Chairman Jerome Powell (voter):</b>“We saw in the last expansion that unemployment could go to 50 year lows without troubling inflation and we put that to work.” (Remarks at&nbsp;National Community Reinvestment Coalition, May 3)</p>\n<p><b>Fed Vice Chairman Richard Clarida (voter):</b>“If in the risk case, the upward pressure on inflation were to prove to be more persistent and to put upward pressure on inflation expectations we have the tools and I'm convinced that we would act to counteract and bring inflation down to our long-run goal of 2%.” (Yahoo Finance&nbsp;interview, May 25)</p>\n<p><b>Fed Vice Chairman Randal Quarles (voter):</b>“You’re going to see inflationary pressures. That’s going to happen. It’s not going to be surprising. And one would expect it to be temporary. But we could be wrong.” (Politico&nbsp;interview, June 1)</p>\n<p><b>Fed Governor Lael Brainard (voter):</b>“In assessing the risk that such transitory pricing pressures get embedded in persistently high inflation, it is critical to remember that inflation averaged less than 2% over the past quarter-century, and that statistical measures of trend inflation ran consistently below 2% for decades before the pandemic.” (Remarks at&nbsp;Economic Club of New York, June 1)</p>\n<p><b>Fed Governor Michelle Bowman (voter):</b>“If the supply bottlenecks prove to be more long-lasting than currently expected, I will adjust my views on the inflation outlook accordingly. At this point, the risk that inflation remains persistently above our long-run target of 2% still appears small.” (Remarks at&nbsp;The Colorado Forum, May 5)</p>\n<p><b>Fed Governor Christopher Waller (voter):</b>“Despite the unexpectedly high [April] CPI inflation report yesterday, the factors putting upward pressure on inflation are temporary, and an accommodative monetary policy continues to have an important role to play in supporting the recovery.” (Remarks at the&nbsp;Global Interdependence Center, May 13)</p>\n<p><b>Boston Fed President Eric Rosengren:</b>“One-time, temporary changes in prices should not impact the medium-term trajectory of inflation.” (Remarks at&nbsp;Boston College, May 5)</p>\n<p><b>New York Fed President John Williams:</b>“My personal view is that a big chunk of the increase in the inflation measures that we've seen is really partly this reversal price declines from before, what we often called base effects, plus some special factors like used cars and others where clearly the pandemic has affected demand for certain goods that are in short supply at least in the near term.” (Yahoo Finance&nbsp;interview, June 3)</p>\n<p><b>Philadelphia Fed President Patrick Harker:</b>“With the economy picking up and so much fiscal support and monetary accommodation, there is some upside risk to increased inflation.” (Remarks at&nbsp;Women in Housing and Finance Public Policy Luncheon, June 2)</p>\n<p><b>Cleveland Fed President Loretta Mester:</b>“My expectation is that we'll end the year with inflation above 2%. But then next year, as those supply constraints are eased, inflation numbers will go back down. And then, with the support of monetary policy and fiscal policy we’ll see those inflation reads move back up.” (Yahoo Finance&nbsp;interview, May 11)</p>\n<p><b>Richmond Fed President Thomas Barkin (voter):</b>“Inflation is a multi-year, recurring, persistent phenomenon and as I talk to businesses I’m still not hearing their medium- to long-term expectations on pricing changing, nor are market measures on inflation escalating above our target.” (Remarks at&nbsp;West Virginia Chamber, May 7)</p>\n<p><b>Atlanta Fed President Raphael Bostic (voter):</b>“We’re really in a turbulent time and what I try to tell people is, this a time when I would expect there to be a fair amount of volatility in inflation.” (Remarks at&nbsp;Council on Foreign Relations, May 12)</p>\n<p><b>Chicago Fed President Charles Evans (voter):</b>“It is important to emphasize that the recent increase in inflation does not appear to be the precursor of a persistent movement to undesirably high levels of inflation.” (Remarks at&nbsp;Bank of Japan, May 25)</p>\n<p><b>St. Louis Fed President James Bullard:</b>“We'll see if the demand really flows through to a lasting increase in inflation or if this is just temporary. I think it's mostly temporary but then some of it will flow through to inflation expectations, and then we will get inflation above 2% this year and into 2022.” (Yahoo Finance&nbsp;interview, May 24)</p>\n<p><b>Minneapolis Fed President Neel Kashkari:</b>“I'm very skeptical that we're going to have sustained high inflation if we still have five or 10 million Americans out of work. We think the labor market is really what's going to drive inflation over the long term.” (Face the Nation&nbsp;interview&nbsp;on CBS, May 9)</p>\n<p><b>Kansas City Fed President Esther George:</b>“What the current pace of inflation means for the inflation outlook for the medium term is less than clear. Many factors that have boosted current inflation seem likely to fade over time. All the same, I am not inclined to dismiss today’s pricing signals or to be overly reliant on historical relationships and dynamics in judging the outlook for inflation.” (Remarks at&nbsp;Oklahoma Bankers Association, May 26)</p>\n<p><b>Dallas Fed President Robert Kaplan:</b>“It’s uncertain as to how long these supply-demand imbalances are going to persist. Our base case is that next year you’ll see some moderation [in inflation], but I think there’s a lot of uncertainty about this.” (Remarks at&nbsp;Dallas Fed, May 17)</p>\n<p><b>San Francisco Fed President Mary Daly (voter):</b>\"[Supply constraints] will cause inflation to pop in the next several months, probably through the end of the year, even, achieving levels above 2%. But that's going to be transitory in our judgment — in my judgment. And it'll come back down to the underlying rate of inflation, which I think is about 1.8% going forward.” (Yahoo Finance&nbsp;interview, May 10)</p>","source":"yahoofinance_sg","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>FOMC preview: Inflationary pressures tempt taper talk</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\">\nFOMC preview: Inflationary pressures tempt taper talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-fomc-monetary-policy-preview-june-2021-191602338.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve had hoped for a string of strong jobs reports showing a pace of 1 million monthly job gains.\nInstead, the Fed received larger-than-expected readings on inflation.\nFor a central ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-fomc-monetary-policy-preview-june-2021-191602338.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/fed-fomc-monetary-policy-preview-june-2021-191602338.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135791696","content_text":"The Federal Reserve had hoped for a string of strong jobs reports showing a pace of 1 million monthly job gains.\nInstead, the Fed received larger-than-expected readings on inflation.\nFor a central bank that has reiterated its higher bar for pulling its monetary stimulus, recent data points could test the resolve of policymakers with regard to its quantitative easing program.\nSince the Fed’s last policy-setting meeting in May, several Fed officials voiced interest in taking the first step toward slowing the central bank’s $120 billion-a-month pace of U.S. Treasury and agency mortgage-backed securities purchases.\n“There is some upside risk to increased inflation,” Philadelphia Fed President Patrick Harker said on June 2.\nThe Consumer Price Index in May rose by the fastest year-over-year pace since August 2008. Another measure of inflation, the Producer Price Index,recorded its fastest 12-month growth on record since the Bureau of Labor Statistics began the dataset in November 2010.\nStill, many Fed officials insist that the high data readings are due to temporary factors like supply chain bottlenecks. Shortages in microchips are continuing to put upward pressure on cars. But lumber prices, which skyrocketed in the late spring, are now tumbling.\n“I continue to believe as my baseline case that this will prove to be largely transitory,” Fed Vice Chairman Richard Clarida told Yahoo Finance on May 25 (before the May CPI and PPI prints).\nFed watchers expect that “transitory” will remain the prevailing view among the Federal Open Market Committee, meaning that those eager to talk about tapering may be in the minority this week.\nA BofA survey done last week noted that 63% of global fund managers do not expect the Fed to signal tapering until August or September — most likely at the Fed’s late-August meeting in Jackson Hole, Wyoming.\nA BofA survey conducted between June 4-10, 2021 notes that most fund managers do not expect the Fed to signal a taper in this week's meeting. Source: BofA Fund Manager Survey, DataStream\n“This is not a Fed that is rushing to the exits,” BofA Global Research analysts wrote on June 14. “That said, we expect a few nuanced changes that would sound less dovish than in the April meeting.”\nThe Fed is continuing to keep a focus on the labor market, where May jobs data showed the economy still 7.6 million jobs short of pre-pandemic levels.\nWhen is a rate hike coming?\nCommentary on the Fed’s asset purchases could come from the FOMC policy statement or Fed Chairman Jerome Powell’s press conference at 2:30 p.m. ET on Wednesday.\nThe FOMC’s next round of economic projections, due alongside the policy statement, could also offer some clues.\nThose projections will include an update to the so-called “dot plots,” which map out each FOMC member’s forecasts for where interest rates may head in the future. The Fed’s last round of projections in March had the median member of the committee projecting no rate hike through the end of 2023.\nThe March 2021 Summary of Economic Projections map out each FOMC member's expectations for where interest rates may go in the coming years. The so-called \"dot plots\" show the median member expecting no rate hike through the end of 2023. Source: Federal Reserve\nWith more Fed officials having expressed interest in kicking off taper talks, chatter is building over whether or not the dot plot will show the median FOMC member projecting a rate hike by the end of 2023.\n“In light of the transitory nature of the recent spike in prices, our best guess is no, but it is a close call,” Goldman Sachs’s economics team wrote on June 13.\nThe Goldman note pointed out that the dots may be “guided by some steering” from Powell, who would face some tricky questions on how the “transitory” view on inflation squares with the expectation for an earlier rate hike.\nStill, if only three more FOMC members revise up their expectations for interest rates in 2023, the median dot would reflect one rate hike.\nHere’s what Fed officials have said since the central bank’s last policy-setting meeting in April:\nWhat Fed officials have said about inflation:\nFed Chairman Jerome Powell (voter):“We saw in the last expansion that unemployment could go to 50 year lows without troubling inflation and we put that to work.” (Remarks at National Community Reinvestment Coalition, May 3)\nFed Vice Chairman Richard Clarida (voter):“If in the risk case, the upward pressure on inflation were to prove to be more persistent and to put upward pressure on inflation expectations we have the tools and I'm convinced that we would act to counteract and bring inflation down to our long-run goal of 2%.” (Yahoo Finance interview, May 25)\nFed Vice Chairman Randal Quarles (voter):“You’re going to see inflationary pressures. That’s going to happen. It’s not going to be surprising. And one would expect it to be temporary. But we could be wrong.” (Politico interview, June 1)\nFed Governor Lael Brainard (voter):“In assessing the risk that such transitory pricing pressures get embedded in persistently high inflation, it is critical to remember that inflation averaged less than 2% over the past quarter-century, and that statistical measures of trend inflation ran consistently below 2% for decades before the pandemic.” (Remarks at Economic Club of New York, June 1)\nFed Governor Michelle Bowman (voter):“If the supply bottlenecks prove to be more long-lasting than currently expected, I will adjust my views on the inflation outlook accordingly. At this point, the risk that inflation remains persistently above our long-run target of 2% still appears small.” (Remarks at The Colorado Forum, May 5)\nFed Governor Christopher Waller (voter):“Despite the unexpectedly high [April] CPI inflation report yesterday, the factors putting upward pressure on inflation are temporary, and an accommodative monetary policy continues to have an important role to play in supporting the recovery.” (Remarks at the Global Interdependence Center, May 13)\nBoston Fed President Eric Rosengren:“One-time, temporary changes in prices should not impact the medium-term trajectory of inflation.” (Remarks at Boston College, May 5)\nNew York Fed President John Williams:“My personal view is that a big chunk of the increase in the inflation measures that we've seen is really partly this reversal price declines from before, what we often called base effects, plus some special factors like used cars and others where clearly the pandemic has affected demand for certain goods that are in short supply at least in the near term.” (Yahoo Finance interview, June 3)\nPhiladelphia Fed President Patrick Harker:“With the economy picking up and so much fiscal support and monetary accommodation, there is some upside risk to increased inflation.” (Remarks at Women in Housing and Finance Public Policy Luncheon, June 2)\nCleveland Fed President Loretta Mester:“My expectation is that we'll end the year with inflation above 2%. But then next year, as those supply constraints are eased, inflation numbers will go back down. And then, with the support of monetary policy and fiscal policy we’ll see those inflation reads move back up.” (Yahoo Finance interview, May 11)\nRichmond Fed President Thomas Barkin (voter):“Inflation is a multi-year, recurring, persistent phenomenon and as I talk to businesses I’m still not hearing their medium- to long-term expectations on pricing changing, nor are market measures on inflation escalating above our target.” (Remarks at West Virginia Chamber, May 7)\nAtlanta Fed President Raphael Bostic (voter):“We’re really in a turbulent time and what I try to tell people is, this a time when I would expect there to be a fair amount of volatility in inflation.” (Remarks at Council on Foreign Relations, May 12)\nChicago Fed President Charles Evans (voter):“It is important to emphasize that the recent increase in inflation does not appear to be the precursor of a persistent movement to undesirably high levels of inflation.” (Remarks at Bank of Japan, May 25)\nSt. Louis Fed President James Bullard:“We'll see if the demand really flows through to a lasting increase in inflation or if this is just temporary. I think it's mostly temporary but then some of it will flow through to inflation expectations, and then we will get inflation above 2% this year and into 2022.” (Yahoo Finance interview, May 24)\nMinneapolis Fed President Neel Kashkari:“I'm very skeptical that we're going to have sustained high inflation if we still have five or 10 million Americans out of work. We think the labor market is really what's going to drive inflation over the long term.” (Face the Nation interview on CBS, May 9)\nKansas City Fed President Esther George:“What the current pace of inflation means for the inflation outlook for the medium term is less than clear. Many factors that have boosted current inflation seem likely to fade over time. All the same, I am not inclined to dismiss today’s pricing signals or to be overly reliant on historical relationships and dynamics in judging the outlook for inflation.” (Remarks at Oklahoma Bankers Association, May 26)\nDallas Fed President Robert Kaplan:“It’s uncertain as to how long these supply-demand imbalances are going to persist. Our base case is that next year you’ll see some moderation [in inflation], but I think there’s a lot of uncertainty about this.” (Remarks at Dallas Fed, May 17)\nSan Francisco Fed President Mary Daly (voter):\"[Supply constraints] will cause inflation to pop in the next several months, probably through the end of the year, even, achieving levels above 2%. But that's going to be transitory in our judgment — in my judgment. And it'll come back down to the underlying rate of inflation, which I think is about 1.8% going forward.” (Yahoo Finance interview, May 10)","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184508154,"gmtCreate":1623717660778,"gmtModify":1704209342192,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"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/184508154","repostId":"1195129456","repostType":4,"repost":{"id":"1195129456","kind":"news","pubTimestamp":1623714452,"share":"https://ttm.financial/m/news/1195129456?lang=&edition=fundamental","pubTime":"2021-06-15 07:47","market":"us","language":"en","title":"Nvidia Is in Rally Mode: Here’s How High It Can Go","url":"https://stock-news.laohu8.com/highlight/detail?id=1195129456","media":"TheStreet","summary":"Nvidia has been ripping higher over the past month, easily running to new all-time highs. How far can it go from here?Just like most of big tech, Nvidia topped in early September, hitting roughly $588 a share. We’ve had spurts above that level, but none of the rallies have been sustainable.Even with strong earnings and an impressive GTC event , Nvidia stock couldn’t get moving.For Nvidia though, shares finally broke out after the company’s most recent earnings report. Now investors are trying to","content":"<p>Nvidia has been ripping higher over the past month, easily running to new all-time highs. How far can it go from here?</p>\n<p>Nvidia&nbsp;shares have finally been giving bulls something to cheer about as the stock scorches higher.</p>\n<p>Just like most of big tech, Nvidia topped in early September, hitting roughly $588 a share. We’ve had spurts above that level, but none of the rallies have been sustainable.</p>\n<p>That’s despite a&nbsp;shortage in semiconductors&nbsp;keeping demand elevated. It’s also despite the crypto-mining market&nbsp;keeping demand high&nbsp;for mining-specific chips.</p>\n<p>Even with strong earnings&nbsp;and an impressive GTC event (where management again updated its guidance above consensus expectations), Nvidia stock couldn’t get moving.</p>\n<p>Others like Apple&nbsp;and Amazon&nbsp;have been experiencing the same thing - strong operations and better-than-expected results but a stagnant share price.</p>\n<p>For Nvidia though, shares&nbsp;<i>finally</i>&nbsp;broke out after the company’s most recent earnings report. Now investors are trying to figure out just how far this stock can run.</p>\n<p><b>Trading Nvidia</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37425d9c63ee1f6f0517088f67194c9a\" tg-width=\"1240\" tg-height=\"760\"><span>Daily chart of Nvidia stock.</span></p>\n<p>Shares stumbled for a day after the company reported earnings in mid-May. Growth stocks were still in a bear market and investors weren’t sure if they should buy Nvidia despite strong results.</p>\n<p>It took a day to figure out, but then they started to gobble up the stock.</p>\n<p>However, with sustained growth acting as a tailwind and a&nbsp;4-for-1 stock split&nbsp;coming on July 20, buyers may continue to bid this name higher. That’s what we saw near the end of summer last year with Apple and Tesla.</p>\n<p>In any regard, the rally here has been steep and while Nvidia stock has rested for a few days at a time, it still has not tested 10-day moving average in almost a month.</p>\n<p>As it stands now, shares are hitting the 161.8% extension areas from both the larger and shorter ranges from 2021. Additionally, there is a bit of divergence on the Williams %R reading.</p>\n<p>These observations have me a bit cautious on the stock in the short term, but not in a bearish way. Rather, it leaves me mindful of some potential consolidation, which to be honest, would be healthy after such a big rally.</p>\n<p>That said, I am bullish on Nvidia. If this stock can maintain the 10-day moving average and hang around $700, it opens the door for higher prices. Specifically, it keeps $750 to $766 on the table, the latter of which comes into play around the two-times range extension.</p>\n<p>At $750 post-split, Nvidia would be trading at $187.50. That could leave room up to $200 in a post-split world or $800 in pre-split world.</p>\n<p>For long-term investors or traders, the 261.8% extension up near $860 seems impossibly far off, but if Nvidia can continue to trend higher, I wouldn’t rule this target out in the future.</p>\n<p>On a close below $690 and the 10-day moving average, we could get a retest of the $650 breakout level and/or the 21-day moving average.</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>Nvidia Is in Rally Mode: Here’s How High It Can Go</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is in Rally Mode: Here’s How High It Can Go\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 07:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nvidia-nvda-stock-rally-new-highs-trading-061421><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia has been ripping higher over the past month, easily running to new all-time highs. How far can it go from here?\nNvidia shares have finally been giving bulls something to cheer about as the ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nvidia-nvda-stock-rally-new-highs-trading-061421\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-nvda-stock-rally-new-highs-trading-061421","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195129456","content_text":"Nvidia has been ripping higher over the past month, easily running to new all-time highs. How far can it go from here?\nNvidia shares have finally been giving bulls something to cheer about as the stock scorches higher.\nJust like most of big tech, Nvidia topped in early September, hitting roughly $588 a share. We’ve had spurts above that level, but none of the rallies have been sustainable.\nThat’s despite a shortage in semiconductors keeping demand elevated. It’s also despite the crypto-mining market keeping demand high for mining-specific chips.\nEven with strong earnings and an impressive GTC event (where management again updated its guidance above consensus expectations), Nvidia stock couldn’t get moving.\nOthers like Apple and Amazon have been experiencing the same thing - strong operations and better-than-expected results but a stagnant share price.\nFor Nvidia though, shares finally broke out after the company’s most recent earnings report. Now investors are trying to figure out just how far this stock can run.\nTrading Nvidia\nDaily chart of Nvidia stock.\nShares stumbled for a day after the company reported earnings in mid-May. Growth stocks were still in a bear market and investors weren’t sure if they should buy Nvidia despite strong results.\nIt took a day to figure out, but then they started to gobble up the stock.\nHowever, with sustained growth acting as a tailwind and a 4-for-1 stock split coming on July 20, buyers may continue to bid this name higher. That’s what we saw near the end of summer last year with Apple and Tesla.\nIn any regard, the rally here has been steep and while Nvidia stock has rested for a few days at a time, it still has not tested 10-day moving average in almost a month.\nAs it stands now, shares are hitting the 161.8% extension areas from both the larger and shorter ranges from 2021. Additionally, there is a bit of divergence on the Williams %R reading.\nThese observations have me a bit cautious on the stock in the short term, but not in a bearish way. Rather, it leaves me mindful of some potential consolidation, which to be honest, would be healthy after such a big rally.\nThat said, I am bullish on Nvidia. If this stock can maintain the 10-day moving average and hang around $700, it opens the door for higher prices. Specifically, it keeps $750 to $766 on the table, the latter of which comes into play around the two-times range extension.\nAt $750 post-split, Nvidia would be trading at $187.50. That could leave room up to $200 in a post-split world or $800 in pre-split world.\nFor long-term investors or traders, the 261.8% extension up near $860 seems impossibly far off, but if Nvidia can continue to trend higher, I wouldn’t rule this target out in the future.\nOn a close below $690 and the 10-day moving average, we could get a retest of the $650 breakout level and/or the 21-day moving average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185682351,"gmtCreate":1623646206273,"gmtModify":1704207751904,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185682351","repostId":"1128243947","repostType":4,"repost":{"id":"1128243947","kind":"news","pubTimestamp":1623625934,"share":"https://ttm.financial/m/news/1128243947?lang=&edition=fundamental","pubTime":"2021-06-14 07:12","market":"us","language":"en","title":"Grab CEO Confident SPAC Deal to Close by Year-End After Delay","url":"https://stock-news.laohu8.com/highlight/detail?id=1128243947","media":"Bloomberg","summary":"Company postponed its public debut because of financial audit\nCEO Tan doesn’t rule out secondary sto","content":"<ul>\n <li>Company postponed its public debut because of financial audit</li>\n <li>CEO Tan doesn’t rule out secondary stock listing in Singapore</li>\n</ul>\n<p>Grab Holdings Inc.&nbsp;Chief Executive Officer Anthony Tan said he’s confident the merger of the ride-hailing and food-delivery giant and a U.S. blank-check company will be completed by year-end, following a delay caused by a review of its financials.</p>\n<p>The Singapore-based startup last week&nbsp;postponed&nbsp;the expected completion of the deal with&nbsp;Altimeter Growth Corp.-- set to be one of the largest-ever mergers with a special purpose acquisition company -- to the fourth quarter as it works on an audit of the past three years. When announcing thepactin April, Grab said in an&nbsp;investor presentation&nbsp;its completion target was July.</p>\n<p>“We decided to be proactive,” Tan said in an interview with Bloomberg Television. “We wanted to set the bar in transparent financial reporting. It may have taken a little longer than we expected.”</p>\n<p>Grab, which operates across Southeast Asia, is the latest company to be affected by intensifying scrutiny from U.S. financial regulators on deals involving SPACs. After a frenzy of listings, the SPAC market has been hit by a crackdown by the&nbsp;U.S. Securities and Exchange Commission&nbsp;as well as lawsuits from shareholders, falling stock prices and delays in planned listings.</p>\n<p>The SEC’s scrutiny on how accounting rules apply to a key element of blank-check companies has prompted restatement filings. The regulator has said that SPACs may need to account for warrants -- securities issued to early investors -- as liabilities, rather than as equity.</p>\n<p>Tan, 39, declined to comment when asked if he expects any major restatements by Grab following the financial audit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01bb3ebf179485a3d6dd7360f84e98f2\" tg-width=\"2000\" tg-height=\"1334\"><span>Anthony TanPhotographer: Akio Kon/Bloomberg</span></p>\n<p>He didn’t rule out a secondary listing in Grab’s home market of Singapore, saying the company considers all options. But he said Grab is “laser-focused” on the Nasdaq listing via the Altimeter merger that values the combination at about $40 billion.</p>\n<p>The CEO said Grab considered a traditional initial public offering, but opted for a deal with Brad Gerstner’s Altimeter after seeing the commitment by the SPAC partner. Altimeter has committed to a three-year lock-up period.</p>\n<p>“They put their money where their mouth is,” he said.</p>\n<p>Some analysts have questioned Grab’s targeted valuation. Matthew Kanterman, an analyst with Bloomberg Intelligence,calculatesthat Grab’s enterprise value-to-sales ratio is more than double those of ride-sharing peers Uber Technologies Inc. and Lyft Inc., “giving it scant wiggle room for missteps.”</p>\n<p>When asked if the $40 billion valuation may be too stretched, Tan declined to give a direct answer.</p>\n<p>“We are just excited about the region,” a large market for digital services, he said. “We are excited that Grab is an early one to represent Southeast Asia on a global stage.”</p>","source":"lsy1584095487587","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>Grab CEO Confident SPAC Deal to Close by Year-End After Delay</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\">\nGrab CEO Confident SPAC Deal to Close by Year-End After Delay\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-13/grab-ceo-confident-spac-deal-to-close-by-year-end-after-delay?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company postponed its public debut because of financial audit\nCEO Tan doesn’t rule out secondary stock listing in Singapore\n\nGrab Holdings Inc. Chief Executive Officer Anthony Tan said he’s confident ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-13/grab-ceo-confident-spac-deal-to-close-by-year-end-after-delay?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-13/grab-ceo-confident-spac-deal-to-close-by-year-end-after-delay?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128243947","content_text":"Company postponed its public debut because of financial audit\nCEO Tan doesn’t rule out secondary stock listing in Singapore\n\nGrab Holdings Inc. Chief Executive Officer Anthony Tan said he’s confident the merger of the ride-hailing and food-delivery giant and a U.S. blank-check company will be completed by year-end, following a delay caused by a review of its financials.\nThe Singapore-based startup last week postponed the expected completion of the deal with Altimeter Growth Corp.-- set to be one of the largest-ever mergers with a special purpose acquisition company -- to the fourth quarter as it works on an audit of the past three years. When announcing thepactin April, Grab said in an investor presentation its completion target was July.\n“We decided to be proactive,” Tan said in an interview with Bloomberg Television. “We wanted to set the bar in transparent financial reporting. It may have taken a little longer than we expected.”\nGrab, which operates across Southeast Asia, is the latest company to be affected by intensifying scrutiny from U.S. financial regulators on deals involving SPACs. After a frenzy of listings, the SPAC market has been hit by a crackdown by the U.S. Securities and Exchange Commission as well as lawsuits from shareholders, falling stock prices and delays in planned listings.\nThe SEC’s scrutiny on how accounting rules apply to a key element of blank-check companies has prompted restatement filings. The regulator has said that SPACs may need to account for warrants -- securities issued to early investors -- as liabilities, rather than as equity.\nTan, 39, declined to comment when asked if he expects any major restatements by Grab following the financial audit.\nAnthony TanPhotographer: Akio Kon/Bloomberg\nHe didn’t rule out a secondary listing in Grab’s home market of Singapore, saying the company considers all options. But he said Grab is “laser-focused” on the Nasdaq listing via the Altimeter merger that values the combination at about $40 billion.\nThe CEO said Grab considered a traditional initial public offering, but opted for a deal with Brad Gerstner’s Altimeter after seeing the commitment by the SPAC partner. Altimeter has committed to a three-year lock-up period.\n“They put their money where their mouth is,” he said.\nSome analysts have questioned Grab’s targeted valuation. Matthew Kanterman, an analyst with Bloomberg Intelligence,calculatesthat Grab’s enterprise value-to-sales ratio is more than double those of ride-sharing peers Uber Technologies Inc. and Lyft Inc., “giving it scant wiggle room for missteps.”\nWhen asked if the $40 billion valuation may be too stretched, Tan declined to give a direct answer.\n“We are just excited about the region,” a large market for digital services, he said. “We are excited that Grab is an early one to represent Southeast Asia on a global stage.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182911716,"gmtCreate":1623550313135,"gmtModify":1704205850354,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182911716","repostId":"2142204650","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":196810050,"gmtCreate":1621041294270,"gmtModify":1704352283427,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Share price already running ahead","listText":"Share price already running ahead","text":"Share price already running ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/196810050","repostId":"1173244066","repostType":4,"repost":{"id":"1173244066","kind":"news","pubTimestamp":1621004086,"share":"https://ttm.financial/m/news/1173244066?lang=&edition=fundamental","pubTime":"2021-05-14 22:54","market":"us","language":"en","title":"What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1173244066","media":"CNN","summary":"London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver ","content":"<p>London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.</p>\n<p>The big question: As the coronavirus situation improves in countries like the United States, which trends from the past 14 months will have staying power, and which will be resigned to the pandemic past?</p>\n<p>Airbnb, DoorDash and Disney (DIS), which reported results after US markets closed on Thursday, provide some idea.</p>\n<p>Airbnb: The company said interest in travel is surging again as vaccines become more widely available, pointing to a sharp increase in bookings in the United Kingdom immediately after British Prime Minister Boris Johnson announced plans in February to gradually exit lockdown. For US customers aged 60 and above, searches on Airbnb for summer travel rose by more than 60% between February and March.</p>\n<p>The company is also ready for more customers to use Airbnb for longer-term stays as they take advantage of greater acceptance of remote work. It said that nearly a quarter of stays last quarter were for 28 days or more, up 14% from 2019. Shares are down slightly in premarket trading.</p>\n<p>DoorDash: People are still ordering lots of food delivery even as restaurants open back up for traditional dining. DoorDash reported a 198% jump in revenue last quarter to $1.1 billion even as it dealt with a shortage of workers, and increased its full-year outlook.</p>\n<p>\"As markets continued reopening and in-store dining increased across the US, the impact to our order volume was smaller than we expected, which contributed to strong performance in the quarter,\" the company said, though it cautioned that may have been partially attributable to stimulus checks. Shares are up almost 9% in premarket trading.</p>\n<p>Disney: Streaming has carried Disney through the pandemic, with Disney+ growing to more than 100 million subscribers. Yet the biggest star in Disney's media universe appears to be shining a little less bright, sending shares down 4%.</p>\n<p>The company said Thursday that Disney+ now has 103.6 million subscribers, below the 110 million Wall Street was expecting. That's forced investors to wonder: Is that because people are getting vaccinated and stepping away from streaming? Netflix also reported sluggish subscription growth last quarter.</p>\n<p>Down but not out: Disney said it remains on track to reach its long-term subscriber goals despite the apparent slowdown. It's betting that as the pandemic eases, it will be able to produce more movies and shows, helping to bring in new customers.</p>\n<p>Whether it's right will become clearer in the months ahead, which will pose the true test of whether people actually ditch their sweatpants, get out of the house and shake up the economy once again.</p>\n<p><b>It could get easier to get a credit card without a credit score</b></p>\n<p>For years, if you didn't have a credit score it was extremely difficult to get a credit card or certain types of loans. But a new plan among some of the nation's largest banks may help Americans without traditional credit histories get approved.</p>\n<p>Ten banks — including JPMorgan Chase (JPM), Wells Fargo (WFC) and U.S. Bancorp (USB) — have tentatively agreed to a plan to share data like bank account deposits and bill payment activity to help qualify borrowers without traditional credit histories, according to the Wall Street Journal.</p>\n<p>The push for financial institutions to come to a data sharing agreement came from a program run by the Office of the Comptroller of the Currency. The OCC has confirmed there is a plan, but the details of the agreement among the banks still need to be worked out.</p>\n<p>Should the proposed arrangement go through, it would mean that if you don't have a credit score but you have a bank account at Wells Fargo, for example, you can use that financial history to help you get a credit card with another bank, like JPMorgan Chase.</p>\n<p>\"This will give millions of Americans the opportunity to access credit that's essential to building wealth — buying a home, starting a business, or financing education,\" Trish Wexler, a spokesperson for JPMorgan Chase, told CNN Business.</p>\n<p>The backstory: There are currently 53 million people without a credit score, according to the Fair Isaac Corporation, the creator of FICO credit scores. These consumers, who are disproportionately lower income and people of color, face higher borrowing costs because they're forced to turn to products like payday loans.</p>\n<p>Banks and lenders refer to those without credit history as \"credit invisible.\" This group can include young people or recent immigrants, as well as people who haven't used credit in a long time or who have lost their access due to financial difficulties.</p>\n<p>The business angle: Big banks may also be eager to revise their policies as online upstarts chip away at demand for their products.</p>\n<p>\"Some of this cooperation among the biggest banks may be a bit of reaction to smaller banks and fintech companies infringing on their space,\" said Matt Schulz, chief industry analyst at LendingTree.</p>\n<p><b>Target will temporarily stop selling trading cards amid frenzy</b></p>\n<p>Target (TGT) has announced that it will stop selling trading cards in its stores following a violent dispute at one of its locations — a sign of just how overheated the market for collectibles has become.</p>\n<p>The details: Last week, a Target in Wisconsin was locked down after a man was physically assaulted by four others over sports trading cards.</p>\n<p>\"The safety of our guests and our team is our top priority,\" Target said in a statement. \"Out of an abundance of caution, we've decided to temporarily suspend the sale of MLB, NFL, NBA and Pokémon trading cards within our stores, effective [Friday].\"</p>\n<p>The cards will still be available online, the company said.</p>\n<p>Remember: The value of trading cards has skyrocketed in recent months during the Covid-19 pandemic. That's grabbed interest from both amateur and professional investors looking to cash in on spectacular returns.</p>\n<p>Target previously was limiting card purchases to just one item a day, saying that guests were lining up overnight to get their hands on hot items, per CNN affiliate WISN.</p>\n<p>Walmart (WMT), for its part, said it will keep selling cards in stores for now.</p>\n<p>\"We are determining what, if any, changes are needed to meet customer demand while ensuring a safe and enjoyable shopping experience,\" a spokesperson said in a statement.</p>\n<p><b>Up next</b></p>\n<p>Data on US retail sales, import and export prices and industrial production arrives at 8:30 a.m. ET.</p>\n<p>Coming next week: Home Depot (HD) and Lowe's (LOW) report earnings as the housing market booms.</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>What Disney, Airbnb and DoorDash results reveal about the post-pandemic economy</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\">\nWhat Disney, Airbnb and DoorDash results reveal about the post-pandemic economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.\nThe big question: As the coronavirus situation improves in ...</p>\n\n<a href=\"https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","DASH":"DoorDash, Inc.","ABNB":"爱彼迎"},"source_url":"https://edition.cnn.com/2021/05/14/investing/premarket-stocks-trading/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173244066","content_text":"London (CNN Business)Companies are gearing up for an era in which Covid-19 isn't the primary driver of how people spend their money.\nThe big question: As the coronavirus situation improves in countries like the United States, which trends from the past 14 months will have staying power, and which will be resigned to the pandemic past?\nAirbnb, DoorDash and Disney (DIS), which reported results after US markets closed on Thursday, provide some idea.\nAirbnb: The company said interest in travel is surging again as vaccines become more widely available, pointing to a sharp increase in bookings in the United Kingdom immediately after British Prime Minister Boris Johnson announced plans in February to gradually exit lockdown. For US customers aged 60 and above, searches on Airbnb for summer travel rose by more than 60% between February and March.\nThe company is also ready for more customers to use Airbnb for longer-term stays as they take advantage of greater acceptance of remote work. It said that nearly a quarter of stays last quarter were for 28 days or more, up 14% from 2019. Shares are down slightly in premarket trading.\nDoorDash: People are still ordering lots of food delivery even as restaurants open back up for traditional dining. DoorDash reported a 198% jump in revenue last quarter to $1.1 billion even as it dealt with a shortage of workers, and increased its full-year outlook.\n\"As markets continued reopening and in-store dining increased across the US, the impact to our order volume was smaller than we expected, which contributed to strong performance in the quarter,\" the company said, though it cautioned that may have been partially attributable to stimulus checks. Shares are up almost 9% in premarket trading.\nDisney: Streaming has carried Disney through the pandemic, with Disney+ growing to more than 100 million subscribers. Yet the biggest star in Disney's media universe appears to be shining a little less bright, sending shares down 4%.\nThe company said Thursday that Disney+ now has 103.6 million subscribers, below the 110 million Wall Street was expecting. That's forced investors to wonder: Is that because people are getting vaccinated and stepping away from streaming? Netflix also reported sluggish subscription growth last quarter.\nDown but not out: Disney said it remains on track to reach its long-term subscriber goals despite the apparent slowdown. It's betting that as the pandemic eases, it will be able to produce more movies and shows, helping to bring in new customers.\nWhether it's right will become clearer in the months ahead, which will pose the true test of whether people actually ditch their sweatpants, get out of the house and shake up the economy once again.\nIt could get easier to get a credit card without a credit score\nFor years, if you didn't have a credit score it was extremely difficult to get a credit card or certain types of loans. But a new plan among some of the nation's largest banks may help Americans without traditional credit histories get approved.\nTen banks — including JPMorgan Chase (JPM), Wells Fargo (WFC) and U.S. Bancorp (USB) — have tentatively agreed to a plan to share data like bank account deposits and bill payment activity to help qualify borrowers without traditional credit histories, according to the Wall Street Journal.\nThe push for financial institutions to come to a data sharing agreement came from a program run by the Office of the Comptroller of the Currency. The OCC has confirmed there is a plan, but the details of the agreement among the banks still need to be worked out.\nShould the proposed arrangement go through, it would mean that if you don't have a credit score but you have a bank account at Wells Fargo, for example, you can use that financial history to help you get a credit card with another bank, like JPMorgan Chase.\n\"This will give millions of Americans the opportunity to access credit that's essential to building wealth — buying a home, starting a business, or financing education,\" Trish Wexler, a spokesperson for JPMorgan Chase, told CNN Business.\nThe backstory: There are currently 53 million people without a credit score, according to the Fair Isaac Corporation, the creator of FICO credit scores. These consumers, who are disproportionately lower income and people of color, face higher borrowing costs because they're forced to turn to products like payday loans.\nBanks and lenders refer to those without credit history as \"credit invisible.\" This group can include young people or recent immigrants, as well as people who haven't used credit in a long time or who have lost their access due to financial difficulties.\nThe business angle: Big banks may also be eager to revise their policies as online upstarts chip away at demand for their products.\n\"Some of this cooperation among the biggest banks may be a bit of reaction to smaller banks and fintech companies infringing on their space,\" said Matt Schulz, chief industry analyst at LendingTree.\nTarget will temporarily stop selling trading cards amid frenzy\nTarget (TGT) has announced that it will stop selling trading cards in its stores following a violent dispute at one of its locations — a sign of just how overheated the market for collectibles has become.\nThe details: Last week, a Target in Wisconsin was locked down after a man was physically assaulted by four others over sports trading cards.\n\"The safety of our guests and our team is our top priority,\" Target said in a statement. \"Out of an abundance of caution, we've decided to temporarily suspend the sale of MLB, NFL, NBA and Pokémon trading cards within our stores, effective [Friday].\"\nThe cards will still be available online, the company said.\nRemember: The value of trading cards has skyrocketed in recent months during the Covid-19 pandemic. That's grabbed interest from both amateur and professional investors looking to cash in on spectacular returns.\nTarget previously was limiting card purchases to just one item a day, saying that guests were lining up overnight to get their hands on hot items, per CNN affiliate WISN.\nWalmart (WMT), for its part, said it will keep selling cards in stores for now.\n\"We are determining what, if any, changes are needed to meet customer demand while ensuring a safe and enjoyable shopping experience,\" a spokesperson said in a statement.\nUp next\nData on US retail sales, import and export prices and industrial production arrives at 8:30 a.m. ET.\nComing next week: Home Depot (HD) and Lowe's (LOW) report earnings as the housing market booms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581931076615563","authorId":"3581931076615563","name":"yyhwin","avatar":"https://static.tigerbbs.com/78727032603c2751ac0b6b6cfb678920","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581931076615563","authorIdStr":"3581931076615563"},"content":"Can reply to my comment?","text":"Can reply to my comment?","html":"Can reply to my comment?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890712353,"gmtCreate":1628133645572,"gmtModify":1703501860844,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"What is the fair valuation?","listText":"What is the fair valuation?","text":"What is the fair valuation?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/890712353","repostId":"1132789984","repostType":4,"repost":{"id":"1132789984","kind":"news","pubTimestamp":1628132627,"share":"https://ttm.financial/m/news/1132789984?lang=&edition=fundamental","pubTime":"2021-08-05 11:03","market":"us","language":"en","title":"Grab Is Growing Fast But The Valuation Is Too High","url":"https://stock-news.laohu8.com/highlight/detail?id=1132789984","media":"seekingalpha","summary":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wan","content":"<p><b>Summary</b></p>\n<ul>\n <li>Grab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.</li>\n <li>The company is valued at ~$45 billion, which we believe is way too generous.</li>\n <li>It is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.</li>\n <li>Economic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed14131a10fe9b0fe4ffdc2d166eedfc\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>bankkgraphy/iStock via Getty Images</span></p>\n<p>Grab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.</p>\n<p>So what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/053fd9283dc37b6e74500543dc4cda48\" tg-width=\"640\" tg-height=\"298\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p>Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p>\n<p>This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p>\n<p>Such ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.</p>\n<p>This gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c22a14f058c5206c6f97c9ee6555c40\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Cohort Analysis</b></p>\n<p>Looking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1048371138429abea215d9d0f75b78\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>International Expansion</b></p>\n<p>One of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.</p>\n<p>While users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.</p>\n<p>According to the OECD,GDP for the region&nbsp;is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b094b954a6ff2a9be4fc65c073208521\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Financials</b></p>\n<p>Turning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05b52eab933ed612ab245e32a04c21a8\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Source: Grab Investor Presentation</span></p>\n<p><b>Risks</b></p>\n<p>The main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.</p>\n<p>There is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly&nbsp;Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.</p>\n<p>We find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.</p>\n<p><b>Conclusion</b></p>\n<p>Grab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The&nbsp;company keeps&nbsp;growing and adding services to its app, while gaining users and getting closer to profitability.</p>\n<p>The one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.</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>Grab Is Growing Fast But The Valuation Is Too High</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\">\nGrab Is Growing Fast But The Valuation Is Too High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45...</p>\n\n<a href=\"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4445020-grab-is-growing-fast-but-the-valuation-is-too-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132789984","content_text":"Summary\n\nGrab is set to merge with SPAC Altimeter Growth Corp. by the end of the year. Investors wanting to invest in the company can do so by buying the SPAC shares now.\nThe company is valued at ~$45 billion, which we believe is way too generous.\nIt is still worth watching given the fact that it is the biggest super app in South East Asia and it offers a multitude of services.\nEconomic growth in South East Asia is expected to be robust, with annual growth estimated at 4.9% per year.\n\nbankkgraphy/iStock via Getty Images\nGrab is the number one super app in Southeast Asia, investors not familiar with it can think of it as merging Uber with a banking app. Its services include mobility, package deliveries, food deliveries, and financial services. The company is still private but it is set to combine with SPAC Altimeter Growth Corp (AGC) by the end of the year.\nSo what is a super app? Grab imagines customers can use the app for many of their daily needs, from ordering a ride to ordering food, or even booking a hotel.\nSource: Grab Investor Presentation\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSuch ubiquity and number of service offerings has resulted in enormous growth for the app, reaching a Gross Merchandise Value (GMV) on its platform of $12.5 billion in 2020. Its net adjusted revenue reaching $1.6 billion, thanks to 1.9 billion transactions, making the app the number one in the region for deliveries, mobility, and financial services.\nThis gives the platform significant scale, with year 2020 GMV of $5.5 billion for food deliveries, $3.2 billion for mobility, and $8.9 billion for financial services.\nSource: Grab Investor Presentation\nCohort Analysis\nLooking at the different cohorts of users it is clear that the longer they have the app installed the more they transact on it. After three years users approximately double the transaction amount, and by year five they more than triple their transactions. This speaks to significant stickiness for the app, and it reflects high user satisfaction with it.\nSource: Grab Investor Presentation\nInternational Expansion\nOne of the more exciting things about Grab is how many countries it operates in, and the number of services it offers in each. The slide below shows the services offered in each of the markets served by Grab.\nWhile users come to the app initially for food deliveries and rides, we believe it will be the financial services that really bring profitable growth for the company. Things like loans, micro-credits, and insurance products should bring profitable growth for the company.\nAccording to the OECD,GDP for the region is expected to grow by 4.9% per year during the period 2020-2024, slightly down from the average rate of 5% in 2013-2017.\nSource: Grab Investor Presentation\nFinancials\nTurning our attention to the financials we see that the company isn't projecting to become EBITDA profitable until 2023, when it is projected to reach $0.5 billion. This gives the company an EV/EBITDA 2023 multiple of ~60x, which we find excessive given the uncertainty of the financial projections and the level of risk. We understand some investors are confident the company will achieve operating leverage and that it will continue growing for many years, but even then we believe the valuation to be too demanding given the level of uncertainty for future results.\nSource: Grab Investor Presentation\nRisks\nThe main risk we see with an investment in Grab is over paying for the shares. While the company's app is ubiquitous in South East Asia the current valuation already prices significant growth and profitability improvements. In other words, it is priced for perfection.\nThere is also the matter of competition, where several well funded companies are going to fight for market share and erode profitability. These include Uber in some markets, but mainly Indonesia's GoTo,the company created through the merger of ride-sharing firm Gojek and e-commerce company Tokopedia.\nWe find the company exciting and will continue to follow its progress, but at this time we are not buyers of the shares.\nConclusion\nGrab is one of the most exciting companies right now that offers broad exposure to the economic growth in South East Asia. The company keeps growing and adding services to its app, while gaining users and getting closer to profitability.\nThe one problem we have with an investment in the company is that at current prices much of the growth is already priced in. Unless the company manages to exceed expectations we do not see how investors at this price could get a good return on investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582258408396089","authorId":"3582258408396089","name":"AetherC","avatar":"https://static.tigerbbs.com/0e9d2b2288d3ec3cb10339c5902876c8","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582258408396089","authorIdStr":"3582258408396089"},"content":"fair valuation == speculation value??","text":"fair valuation == speculation value??","html":"fair valuation == speculation value??"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193407197,"gmtCreate":1620806181119,"gmtModify":1704348689453,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Overheated&nbsp;","listText":"Overheated&nbsp;","text":"Overheated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/193407197","repostId":"2134694724","repostType":4,"repost":{"id":"2134694724","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1620805754,"share":"https://ttm.financial/m/news/2134694724?lang=&edition=fundamental","pubTime":"2021-05-12 15:49","market":"sh","language":"en","title":"China's Baosteel to keep 'overpriced' iron ore inventories at low level","url":"https://stock-news.laohu8.com/highlight/detail?id=2134694724","media":"Reuters","summary":"BEIJING, May 12 (Reuters) - China's Baoshan Iron & Steel Co Ltd   , the country's biggest listed ste","content":"<p>BEIJING, May 12 (Reuters) - China's Baoshan Iron &amp; Steel Co Ltd   , the country's biggest listed steel producer, said it would limit its iron ore inventories in the short term as prices for the raw material have risen \"much higher than they should\".</p><p>Iron ore prices have been disrupted by speculative capital flows and have seen \"excessive gains\", according to officials at the company known as Baosteel, speaking during a conference call on Tuesday.</p><p>Both benchmark iron ore futures on the Dalian Commodity Exchange    and spot cargoes of iron ore with 62% iron content    surged more than 20% in the first 11 days of May alone, with prices up around 50% so far this year.</p><p>Baosteel said the company keeps iron ore inventories within a certain range, with an undisclosed upper limit - which it has reached in the first quarter - and a lower limit some 2 million tonnes below.</p><p>It will keep inventories at the lower end of the range in the second quarter, officials said, bearing in mind the prospect of a drop in iron ore prices.</p><p>Baosteel, which typically consumes 6.5-7 million tonnes of iron ore per month, said it currently has less than two months worth of ore in stock.</p><p>The steelmaker said its parent company China Baowu Steel Group had set up a raw materials purchasing unit to strengthen competitiveness on procurement, and has also been continuing to optimise proportions of iron ore and coal in raw materials so as to ease reliance on mainstream ore.</p><p>But to cool the fast rising market \"fundamentally\", Baosteel said sourcing channels for iron ore need to be broadened.</p><p>The producer, which is China's top auto sheet supplier, also found demand from the automobile sector dampened by semiconductor shortages in May and June.</p><p>Demand from the home appliances industry is driven by export orders but faces rising cost risks, while the construction sector is seen slowing in the second and third quarters before recovering at the end of the year, it said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Baosteel to keep 'overpriced' iron ore inventories at low level</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\">\nChina's Baosteel to keep 'overpriced' iron ore inventories at low level\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\">2021-05-12 15:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, May 12 (Reuters) - China's Baoshan Iron &amp; Steel Co Ltd   , the country's biggest listed steel producer, said it would limit its iron ore inventories in the short term as prices for the raw material have risen \"much higher than they should\".</p><p>Iron ore prices have been disrupted by speculative capital flows and have seen \"excessive gains\", according to officials at the company known as Baosteel, speaking during a conference call on Tuesday.</p><p>Both benchmark iron ore futures on the Dalian Commodity Exchange    and spot cargoes of iron ore with 62% iron content    surged more than 20% in the first 11 days of May alone, with prices up around 50% so far this year.</p><p>Baosteel said the company keeps iron ore inventories within a certain range, with an undisclosed upper limit - which it has reached in the first quarter - and a lower limit some 2 million tonnes below.</p><p>It will keep inventories at the lower end of the range in the second quarter, officials said, bearing in mind the prospect of a drop in iron ore prices.</p><p>Baosteel, which typically consumes 6.5-7 million tonnes of iron ore per month, said it currently has less than two months worth of ore in stock.</p><p>The steelmaker said its parent company China Baowu Steel Group had set up a raw materials purchasing unit to strengthen competitiveness on procurement, and has also been continuing to optimise proportions of iron ore and coal in raw materials so as to ease reliance on mainstream ore.</p><p>But to cool the fast rising market \"fundamentally\", Baosteel said sourcing channels for iron ore need to be broadened.</p><p>The producer, which is China's top auto sheet supplier, also found demand from the automobile sector dampened by semiconductor shortages in May and June.</p><p>Demand from the home appliances industry is driven by export orders but faces rising cost risks, while the construction sector is seen slowing in the second and third quarters before recovering at the end of the year, it said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134694724","content_text":"BEIJING, May 12 (Reuters) - China's Baoshan Iron & Steel Co Ltd   , the country's biggest listed steel producer, said it would limit its iron ore inventories in the short term as prices for the raw material have risen \"much higher than they should\".Iron ore prices have been disrupted by speculative capital flows and have seen \"excessive gains\", according to officials at the company known as Baosteel, speaking during a conference call on Tuesday.Both benchmark iron ore futures on the Dalian Commodity Exchange    and spot cargoes of iron ore with 62% iron content    surged more than 20% in the first 11 days of May alone, with prices up around 50% so far this year.Baosteel said the company keeps iron ore inventories within a certain range, with an undisclosed upper limit - which it has reached in the first quarter - and a lower limit some 2 million tonnes below.It will keep inventories at the lower end of the range in the second quarter, officials said, bearing in mind the prospect of a drop in iron ore prices.Baosteel, which typically consumes 6.5-7 million tonnes of iron ore per month, said it currently has less than two months worth of ore in stock.The steelmaker said its parent company China Baowu Steel Group had set up a raw materials purchasing unit to strengthen competitiveness on procurement, and has also been continuing to optimise proportions of iron ore and coal in raw materials so as to ease reliance on mainstream ore.But to cool the fast rising market \"fundamentally\", Baosteel said sourcing channels for iron ore need to be broadened.The producer, which is China's top auto sheet supplier, also found demand from the automobile sector dampened by semiconductor shortages in May and June.Demand from the home appliances industry is driven by export orders but faces rising cost risks, while the construction sector is seen slowing in the second and third quarters before recovering at the end of the year, it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353376507,"gmtCreate":1616465503109,"gmtModify":1704794435767,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"What’s next","listText":"What’s next","text":"What’s next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/353376507","repostId":"1104368147","repostType":4,"repost":{"id":"1104368147","kind":"news","pubTimestamp":1616461298,"share":"https://ttm.financial/m/news/1104368147?lang=&edition=fundamental","pubTime":"2021-03-23 09:01","market":"us","language":"en","title":"Biden infrastructure, jobs spending push could hit $4 trillion: source","url":"https://stock-news.laohu8.com/highlight/detail?id=1104368147","media":"reuters","summary":"WASHINGTON (Reuters) - President Joe Biden will be briefed by advisers this week on infrastructure, ","content":"<p>WASHINGTON (Reuters) - President Joe Biden will be briefed by advisers this week on infrastructure, climate and jobs proposals being considered by the White House that could collectively cost as much as $4 trillion, according to people familiar with discussions.</p>\n<p>Biden advisers are weighing a price tag of between $3 trillion and $4 trillion for new legislative action, including repairing the country’s crumbling infrastructure and tackling climate change, one source said.</p>\n<p>A second source said Biden advisers have a package of proposals totaling up to $3 trillion for infrastructure and other priorities they are discussing with the president this week.</p>\n<p>White House spokeswoman Jen Psaki said on Twitter on Monday that Biden would not unveil a proposal this week but that the “focus will be on jobs and making life better for Americans.</p>\n<p>“He is considering a range of options, scopes and sizes of plans and will discuss with his policy team in days ahead, but speculation is premature,” she added.</p>\n<p>The price range does not include separate proposals to make child tax credits and other benefits to lower-income Americans in the latest stimulus act permanent, the second source said.</p>\n<p>The New York Times reported earlier on Monday that Biden advisers were preparing to recommend he spend as much as $3 trillion on boosting the economy, reducing carbon emissions and narrowing economic inequality, beginning with a giant infrastructure plan.</p>\n<p>The Washington Post and CNN reported that a $3 trillion effort was expected to be broken into two parts, one focused on infrastructure, and the other devoted to other domestic priorities, such as universal prekindergarten, national childcare and free community college tuition.</p>\n<p>An administration official briefed on the matter confirmed that splitting the spending plan in two parts was likely.</p>\n<p>Many questions remain about how to structure and pay for any infrastructure or climate change-related bill, and what Republicans in Congress might be willing to support.</p>\n<p>REPUBLICANS SKEPTICAL</p>\n<p>Biden used the Democrats’ slender majority in the U.S. Senate to push through a $1.9 trillion pandemic relief bill earlier this month through a special process called reconciliation.</p>\n<p>Democrats see infrastructure as one area where they might be able to attract support from Republicans because of the need to rebuild roads, bridges and airports across the country, but Republicans are already expressing skepticism.</p>\n<p>“We’re hearing the next few months might bring a so-called ‘infrastructure’ proposal that may actually be a Trojan horse for massive tax hikes and other job-killing left-wing policies,” Minority Leader Mitch McConnell said on the Senate floor on Monday.</p>\n<p>Congress never voted on an infrastructure plan unveiled by the Trump administration in 2018 that proposed spending $200 billion over 10 years to spur $1.5 trillion in largely private-sector infrastructure spending.</p>\n<p>House Republicans voted last week to lift a ban on earmarks, or funding for local projects that can serve as legislative “sweeteners,” a potential boost to any Biden bill.</p>\n<p>The Times said administration officials have considered financing the plan by reducing federal spending by as much as $700 billion over a decade, and raising the top marginal income tax rate to 39.6 percent from 37 percent.</p>\n<p>Biden has pledged not to raise taxes on individuals making less than $400,000 a year.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden infrastructure, jobs spending push could hit $4 trillion: source</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\">\nBiden infrastructure, jobs spending push could hit $4 trillion: source\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-biden-spending/biden-infrastructure-jobs-spending-push-could-hit-4-trillion-source-idUSKBN2BE2QR><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) - President Joe Biden will be briefed by advisers this week on infrastructure, climate and jobs proposals being considered by the White House that could collectively cost as much ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-biden-spending/biden-infrastructure-jobs-spending-push-could-hit-4-trillion-source-idUSKBN2BE2QR\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/article/us-usa-biden-spending/biden-infrastructure-jobs-spending-push-could-hit-4-trillion-source-idUSKBN2BE2QR","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104368147","content_text":"WASHINGTON (Reuters) - President Joe Biden will be briefed by advisers this week on infrastructure, climate and jobs proposals being considered by the White House that could collectively cost as much as $4 trillion, according to people familiar with discussions.\nBiden advisers are weighing a price tag of between $3 trillion and $4 trillion for new legislative action, including repairing the country’s crumbling infrastructure and tackling climate change, one source said.\nA second source said Biden advisers have a package of proposals totaling up to $3 trillion for infrastructure and other priorities they are discussing with the president this week.\nWhite House spokeswoman Jen Psaki said on Twitter on Monday that Biden would not unveil a proposal this week but that the “focus will be on jobs and making life better for Americans.\n“He is considering a range of options, scopes and sizes of plans and will discuss with his policy team in days ahead, but speculation is premature,” she added.\nThe price range does not include separate proposals to make child tax credits and other benefits to lower-income Americans in the latest stimulus act permanent, the second source said.\nThe New York Times reported earlier on Monday that Biden advisers were preparing to recommend he spend as much as $3 trillion on boosting the economy, reducing carbon emissions and narrowing economic inequality, beginning with a giant infrastructure plan.\nThe Washington Post and CNN reported that a $3 trillion effort was expected to be broken into two parts, one focused on infrastructure, and the other devoted to other domestic priorities, such as universal prekindergarten, national childcare and free community college tuition.\nAn administration official briefed on the matter confirmed that splitting the spending plan in two parts was likely.\nMany questions remain about how to structure and pay for any infrastructure or climate change-related bill, and what Republicans in Congress might be willing to support.\nREPUBLICANS SKEPTICAL\nBiden used the Democrats’ slender majority in the U.S. Senate to push through a $1.9 trillion pandemic relief bill earlier this month through a special process called reconciliation.\nDemocrats see infrastructure as one area where they might be able to attract support from Republicans because of the need to rebuild roads, bridges and airports across the country, but Republicans are already expressing skepticism.\n“We’re hearing the next few months might bring a so-called ‘infrastructure’ proposal that may actually be a Trojan horse for massive tax hikes and other job-killing left-wing policies,” Minority Leader Mitch McConnell said on the Senate floor on Monday.\nCongress never voted on an infrastructure plan unveiled by the Trump administration in 2018 that proposed spending $200 billion over 10 years to spur $1.5 trillion in largely private-sector infrastructure spending.\nHouse Republicans voted last week to lift a ban on earmarks, or funding for local projects that can serve as legislative “sweeteners,” a potential boost to any Biden bill.\nThe Times said administration officials have considered financing the plan by reducing federal spending by as much as $700 billion over a decade, and raising the top marginal income tax rate to 39.6 percent from 37 percent.\nBiden has pledged not to raise taxes on individuals making less than $400,000 a year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173821680,"gmtCreate":1626653746840,"gmtModify":1703762661847,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"What goes up will come down, likewise.&nbsp;It is a&nbsp;cycle.","listText":"What goes up will come down, likewise.&nbsp;It is a&nbsp;cycle.","text":"What goes up will come down, likewise. It is a cycle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/173821680","repostId":"1123755908","repostType":4,"repost":{"id":"1123755908","kind":"news","pubTimestamp":1626650225,"share":"https://ttm.financial/m/news/1123755908?lang=&edition=fundamental","pubTime":"2021-07-19 07:17","market":"us","language":"en","title":"It’s ‘very dangerous’ to invest in stocks and bitcoin right now, long-time bear David Tice warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1123755908","media":"CNBC","summary":"The investor who sold his bear fund as the 2008 financial crisis was unfolding is delivering a grim ","content":"<div>\n<p>The investor who sold his bear fund as the 2008 financial crisis was unfolding is delivering a grim long-term prognosis to Wall Street.\nFrom the S&P 500 to Big Tech to bitcoin, David Tice warns it’s a...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/18/very-dangerous-to-buy-stocks-bitcoin-investor-david-tice-warns.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>It’s ‘very dangerous’ to invest in stocks and bitcoin right now, long-time bear David Tice warns</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\">\nIt’s ‘very dangerous’ to invest in stocks and bitcoin right now, long-time bear David Tice warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/18/very-dangerous-to-buy-stocks-bitcoin-investor-david-tice-warns.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The investor who sold his bear fund as the 2008 financial crisis was unfolding is delivering a grim long-term prognosis to Wall Street.\nFrom the S&P 500 to Big Tech to bitcoin, David Tice warns it’s a...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/18/very-dangerous-to-buy-stocks-bitcoin-investor-david-tice-warns.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/07/18/very-dangerous-to-buy-stocks-bitcoin-investor-david-tice-warns.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1123755908","content_text":"The investor who sold his bear fund as the 2008 financial crisis was unfolding is delivering a grim long-term prognosis to Wall Street.\nFrom the S&P 500 to Big Tech to bitcoin, David Tice warns it’s a “very dangerous period” for investors right now.\n\"Themarketis very overpriced in terms of future earnings. We are adding debt like we've never seen,\" the former Prudent Bear Fund manager told \"Trading Nation\" on Friday. \"We have the Treasury market acting very strange withratesfalling dramatically.\"\nTice, who's known for making bearish bets during bull markets, now advises theAdvisorShares Ranger Equity Bear ETF, which has $70 million in assets under management. The fund is up 3% over the past month, but it's off 62% over the last two years.\nHe acknowledges it's tough to time the next major pullback, and he's often early. However, Tice is convinced amarket meltdown is unavoidable.\n\"We're not out of the woods yet, and this is a dangerous market,\" Tice reiterated.\nHe's encouraging investorsto weigh the risks: Try to earn 3% to 5% near-term gains while contending with the threat of a 40% pullback? Tice thinks it's a bet not worth taking.\nTice is particularly worried aboutBig Techand the FAANG stocks, which includeFacebook,Apple,Amazon,NetflixandAlphabet, formerly known as Google.\n\"A lot of money has been thrown at Alphabet andMicrosoft, Apple and Facebook,Twitter, etc.,\" noted Tice. \"Costs are going up in that sector.\"\nBitcoin is 'very dangerous to hold today'\nHe's also urging investors to be vigilant in the cryptocurrency space. Tice, who came into the year as a bitcoin bull, turned bearish onbitcoinwhen it hit all-time highs in March.\n\"We had a bitcoin position when bitcoin was at $10,000,\" Tice said. \"However, when it got to $60,000 we felt like that was long in the tooth... Lately, there's been a lot more uproar from central bankers, Bank for International Settlements [and] the Bank of England have made profound negative statements. I think it's very dangerous to hold today.\"\nDue to his overall bearishness, Tice co-founded hedge fund Morand-Tice Capital Management almost exactly a year ago. It's devoted to metal and mining stocks. Tice, a long-time gold and silver bull, believes it's a once in a decade opportunity for investors.\n\"You look at this lack of discipline in monetary and fiscal markets. Gold is truly the place to be,\" said Tice. \"Over 5,000 years, gold and silver do very well asprotection against fiat money.\"\nGold closed at $1,812.50 an ounce on Friday. It’s down 4% so far this year and up 28% over the past two years. Tice expects the precious metal to rally 10% to $2,000 by December.\n“I would be owning gold, especially gold and silver mining companies. These companies have never been cheaper. Many are at single digit multiples yet have potentially 15 to 20% growth rate in earnings even with this flat gold price,” Tice said. “But then you add on what we think is going to be a 20% annual increase in the gold price, and these companies are going to be outstanding opportunities.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199282869,"gmtCreate":1620708091551,"gmtModify":1704347107802,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Buy the dip?","listText":"Buy the dip?","text":"Buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/199282869","repostId":"2134551566","repostType":4,"repost":{"id":"2134551566","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1620678383,"share":"https://ttm.financial/m/news/2134551566?lang=&edition=fundamental","pubTime":"2021-05-11 04:26","market":"us","language":"en","title":"Wall Street closes lower as inflation fears prompt tech sell-off","url":"https://stock-news.laohu8.com/highlight/detail?id=2134551566","media":"Reuters","summary":"* Electric vehicle shares drop after Workhorse miss. * Indexes down: Dow 0.10%, S&P 1.04%, Nasdaq 2.55%. NEW YORK, May 10  - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.\"The market leader","content":"<p>* Electric vehicle shares drop after Workhorse miss</p><p>* Rising commodity prices fuel inflation concerns</p><p>* Tech-related stocks pull Nasdaq lower</p><p>* Indexes down: Dow 0.10%, S&amp;P 1.04%, Nasdaq 2.55%</p><p>NEW YORK, May 10 (Reuters) - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.</p><p>Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.</p><p>\"The market leadership is not doing all that well this year,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"There's been a general rotation away from growth to other parts of the market.\"</p><p>A demand resurgence is colliding with strained supply of basic materials, helping to fuel inflation worries.</p><p>\"Once the supply lines are rebuilt this will go away. But it's going to take some time,\" Nolte added. \"It's different from flipping on a light switch.\"</p><p>The break-even rate on five-year and 10-year U.S. Treasury Inflation-Protected Securities <a href=\"https://laohu8.com/S/TIPS\">$(TIPS)$</a> touched their highest levels since 2011 and 2013, respectively.</p><p>\"There's still some push and pull as to whether the market believes inflation is transitory or something that's going to stick around,\" Nolte said.</p><p>Inflation concerns will be in the minds of investors when the Labor Department releases its latest CPI report on Wednesday.</p><p>A shutdown to halt a ransomware attack on the Colonial Pipeline entered its fourth day, hobbling a network which transports nearly half of the East Coast's fuel supplies.</p><p>The Dow Jones Industrial Average&nbsp;fell 34.94 points, or 0.1%, to 34,742.82, the S&amp;P 500&nbsp;lost 44.17 points, or 1.04%, to 4,188.43 and the Nasdaq Composite&nbsp;dropped 350.38 points, or 2.55%, to 13,401.86.</p><p>Of the 11 major sectors in the S&amp;P 500, six closed red. Tech was the biggest loser, sliding 2.5%.</p><p>First-quarter reporting season has entered the home stretch, with 439 of the companies in the S&amp;P 500 having reported as of Friday. Of those, 87% have beaten consensus expectations, according to Refinitiv IBES.</p><p>Analysts now see year-on-year S&amp;P earnings growth of 50.4% on aggregate, more than double the rate forecast at the beginning of April and significantly better than the 16% first-quarter growth expected on January 1, per Refinitiv</p><p>Hotel operator Marriott International Inc&nbsp;missed quarterly profit and revenue expectations due to weak U.S. bookings which offset a rebound in China. Its shares fell 4.1%.</p><p>After the bell, its rival Wynn Resorts Ltd&nbsp;missed quarterly earnings and revenue estimates. Its shares were up in after-hours trading.</p><p>Electric vehicle stocks put on the brakes, with Tesla Inc&nbsp;down 6.4% and Fisker&nbsp;off 9.0% after Workhorse Group    missed quarterly revenue expectations. Workhorse lost 14.9% on the day.</p><p>FireEye&nbsp;rose 1.2% after industry sources identified the cybersecurity firm as among those helping Colonial Pipeline recover from the recent cyberattack.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.88-to-1 ratio; on Nasdaq, a 3.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 223 new 52-week highs and no new lows; the Nasdaq Composite recorded 208 new highs and 148 new lows.</p><p>Volume on U.S. exchanges was 10.97 billion shares, compared with the 10.20 billion average over the last 20 trading days.</p><p><b>Here are</b>&nbsp;<b>company's financial statements</b></p><p><a href=\"https://laohu8.com/NW/2134656364\" target=\"_blank\">Occidental Petroleum loss narrows as crude prices rebound</a></p><p><a href=\"https://laohu8.com/NW/2134406655\" target=\"_blank\">Affirm beats on revenue, sees early recovery in travel spending</a></p><p><a href=\"https://laohu8.com/NW/2134439656\" target=\"_blank\">Yalla Group Ltd QTRLY Earnings Per Share $0.11 From Continued Operations</a></p><p><a href=\"https://laohu8.com/NW/2134564536\" target=\"_blank\">TuSimple Holdings EPS beats by $0.01, misses on revenue</a></p><p><a href=\"https://laohu8.com/NW/2134659571\" target=\"_blank\">Novavax Reports Q1 Loss, Tops Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/2134995659\" target=\"_blank\">3D Systems Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/1145839299\" target=\"_blank\">Virgin Galactic shares fall after another quarterly loss, no date set for next spaceflight test</a></p><p><a href=\"https://laohu8.com/NW/1169419141\" target=\"_blank\">Roblox revenue grows 140% in first earnings report since company went public</a></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 closes lower as inflation fears prompt tech sell-off</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 closes lower as inflation fears prompt tech sell-off\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\">2021-05-11 04:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Electric vehicle shares drop after Workhorse miss</p><p>* Rising commodity prices fuel inflation concerns</p><p>* Tech-related stocks pull Nasdaq lower</p><p>* Indexes down: Dow 0.10%, S&amp;P 1.04%, Nasdaq 2.55%</p><p>NEW YORK, May 10 (Reuters) - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.</p><p>Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.</p><p>\"The market leadership is not doing all that well this year,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"There's been a general rotation away from growth to other parts of the market.\"</p><p>A demand resurgence is colliding with strained supply of basic materials, helping to fuel inflation worries.</p><p>\"Once the supply lines are rebuilt this will go away. But it's going to take some time,\" Nolte added. \"It's different from flipping on a light switch.\"</p><p>The break-even rate on five-year and 10-year U.S. Treasury Inflation-Protected Securities <a href=\"https://laohu8.com/S/TIPS\">$(TIPS)$</a> touched their highest levels since 2011 and 2013, respectively.</p><p>\"There's still some push and pull as to whether the market believes inflation is transitory or something that's going to stick around,\" Nolte said.</p><p>Inflation concerns will be in the minds of investors when the Labor Department releases its latest CPI report on Wednesday.</p><p>A shutdown to halt a ransomware attack on the Colonial Pipeline entered its fourth day, hobbling a network which transports nearly half of the East Coast's fuel supplies.</p><p>The Dow Jones Industrial Average&nbsp;fell 34.94 points, or 0.1%, to 34,742.82, the S&amp;P 500&nbsp;lost 44.17 points, or 1.04%, to 4,188.43 and the Nasdaq Composite&nbsp;dropped 350.38 points, or 2.55%, to 13,401.86.</p><p>Of the 11 major sectors in the S&amp;P 500, six closed red. Tech was the biggest loser, sliding 2.5%.</p><p>First-quarter reporting season has entered the home stretch, with 439 of the companies in the S&amp;P 500 having reported as of Friday. Of those, 87% have beaten consensus expectations, according to Refinitiv IBES.</p><p>Analysts now see year-on-year S&amp;P earnings growth of 50.4% on aggregate, more than double the rate forecast at the beginning of April and significantly better than the 16% first-quarter growth expected on January 1, per Refinitiv</p><p>Hotel operator Marriott International Inc&nbsp;missed quarterly profit and revenue expectations due to weak U.S. bookings which offset a rebound in China. Its shares fell 4.1%.</p><p>After the bell, its rival Wynn Resorts Ltd&nbsp;missed quarterly earnings and revenue estimates. Its shares were up in after-hours trading.</p><p>Electric vehicle stocks put on the brakes, with Tesla Inc&nbsp;down 6.4% and Fisker&nbsp;off 9.0% after Workhorse Group    missed quarterly revenue expectations. Workhorse lost 14.9% on the day.</p><p>FireEye&nbsp;rose 1.2% after industry sources identified the cybersecurity firm as among those helping Colonial Pipeline recover from the recent cyberattack.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.88-to-1 ratio; on Nasdaq, a 3.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 223 new 52-week highs and no new lows; the Nasdaq Composite recorded 208 new highs and 148 new lows.</p><p>Volume on U.S. exchanges was 10.97 billion shares, compared with the 10.20 billion average over the last 20 trading days.</p><p><b>Here are</b>&nbsp;<b>company's financial statements</b></p><p><a href=\"https://laohu8.com/NW/2134656364\" target=\"_blank\">Occidental Petroleum loss narrows as crude prices rebound</a></p><p><a href=\"https://laohu8.com/NW/2134406655\" target=\"_blank\">Affirm beats on revenue, sees early recovery in travel spending</a></p><p><a href=\"https://laohu8.com/NW/2134439656\" target=\"_blank\">Yalla Group Ltd QTRLY Earnings Per Share $0.11 From Continued Operations</a></p><p><a href=\"https://laohu8.com/NW/2134564536\" target=\"_blank\">TuSimple Holdings EPS beats by $0.01, misses on revenue</a></p><p><a href=\"https://laohu8.com/NW/2134659571\" target=\"_blank\">Novavax Reports Q1 Loss, Tops Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/2134995659\" target=\"_blank\">3D Systems Surpasses Q1 Earnings and Revenue Estimates</a></p><p><a href=\"https://laohu8.com/NW/1145839299\" target=\"_blank\">Virgin Galactic shares fall after another quarterly loss, no date set for next spaceflight test</a></p><p><a href=\"https://laohu8.com/NW/1169419141\" target=\"_blank\">Roblox revenue grows 140% in first earnings report since company went public</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134551566","content_text":"* Electric vehicle shares drop after Workhorse miss* Rising commodity prices fuel inflation concerns* Tech-related stocks pull Nasdaq lower* Indexes down: Dow 0.10%, S&P 1.04%, Nasdaq 2.55%NEW YORK, May 10 (Reuters) - Wall Street closed lower on Monday as inflation jitters drove investors away from market-leading growth stocks in favor of cyclicals, which stand to benefit most as the economy reopens.Industrial and healthcare shares limited the Dow's decline but the blue-chip average reversed course late in the session to snap a three-day streak of record closing highs.\"The market leadership is not doing all that well this year,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"There's been a general rotation away from growth to other parts of the market.\"A demand resurgence is colliding with strained supply of basic materials, helping to fuel inflation worries.\"Once the supply lines are rebuilt this will go away. But it's going to take some time,\" Nolte added. \"It's different from flipping on a light switch.\"The break-even rate on five-year and 10-year U.S. Treasury Inflation-Protected Securities $(TIPS)$ touched their highest levels since 2011 and 2013, respectively.\"There's still some push and pull as to whether the market believes inflation is transitory or something that's going to stick around,\" Nolte said.Inflation concerns will be in the minds of investors when the Labor Department releases its latest CPI report on Wednesday.A shutdown to halt a ransomware attack on the Colonial Pipeline entered its fourth day, hobbling a network which transports nearly half of the East Coast's fuel supplies.The Dow Jones Industrial Average fell 34.94 points, or 0.1%, to 34,742.82, the S&P 500 lost 44.17 points, or 1.04%, to 4,188.43 and the Nasdaq Composite dropped 350.38 points, or 2.55%, to 13,401.86.Of the 11 major sectors in the S&P 500, six closed red. Tech was the biggest loser, sliding 2.5%.First-quarter reporting season has entered the home stretch, with 439 of the companies in the S&P 500 having reported as of Friday. Of those, 87% have beaten consensus expectations, according to Refinitiv IBES.Analysts now see year-on-year S&P earnings growth of 50.4% on aggregate, more than double the rate forecast at the beginning of April and significantly better than the 16% first-quarter growth expected on January 1, per RefinitivHotel operator Marriott International Inc missed quarterly profit and revenue expectations due to weak U.S. bookings which offset a rebound in China. Its shares fell 4.1%.After the bell, its rival Wynn Resorts Ltd missed quarterly earnings and revenue estimates. Its shares were up in after-hours trading.Electric vehicle stocks put on the brakes, with Tesla Inc down 6.4% and Fisker off 9.0% after Workhorse Group    missed quarterly revenue expectations. Workhorse lost 14.9% on the day.FireEye rose 1.2% after industry sources identified the cybersecurity firm as among those helping Colonial Pipeline recover from the recent cyberattack.Declining issues outnumbered advancing ones on the NYSE by a 1.88-to-1 ratio; on Nasdaq, a 3.24-to-1 ratio favored decliners.The S&P 500 posted 223 new 52-week highs and no new lows; the Nasdaq Composite recorded 208 new highs and 148 new lows.Volume on U.S. exchanges was 10.97 billion shares, compared with the 10.20 billion average over the last 20 trading days.Here are company's financial statementsOccidental Petroleum loss narrows as crude prices reboundAffirm beats on revenue, sees early recovery in travel spendingYalla Group Ltd QTRLY Earnings Per Share $0.11 From Continued OperationsTuSimple Holdings EPS beats by $0.01, misses on revenueNovavax Reports Q1 Loss, Tops Revenue Estimates3D Systems Surpasses Q1 Earnings and Revenue EstimatesVirgin Galactic shares fall after another quarterly loss, no date set for next spaceflight testRoblox revenue grows 140% in first earnings report since company went public","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138437242,"gmtCreate":1621953160586,"gmtModify":1704365101665,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>gogogo","text":"$MP Materials Corp.(MP)$gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/138437242","repostId":"2138816488","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575273190676019","authorId":"3575273190676019","name":"ynngy","avatar":"https://static.tigerbbs.com/c3b764c34a3be814280b5ed823bbb9c7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575273190676019","authorIdStr":"3575273190676019"},"content":"what lobang","text":"what lobang","html":"what lobang"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371307969,"gmtCreate":1618908022151,"gmtModify":1704716688708,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371307969","repostId":"1185485095","repostType":4,"repost":{"id":"1185485095","kind":"news","pubTimestamp":1618809881,"share":"https://ttm.financial/m/news/1185485095?lang=&edition=fundamental","pubTime":"2021-04-19 13:24","market":"us","language":"en","title":"What to expect at Apple's 'Spring loaded' event","url":"https://stock-news.laohu8.com/highlight/detail?id=1185485095","media":"CNN Business","summary":"If the \"Spring loaded\" tagline of Apple's upcoming press event is any indication, the company is about to drop a ton of new products.Apple  is hosting its first event of 2021 on Tuesday and it'll likely focus on new iPads, along with a product that's been years in the making.The invitations for the virtual press conference sent to reporters last week included an image of colorful spirals that form the Apple logo — a picture potentially made to look as if it had been produced by an Apple Pencil, ","content":"<p>(CNN Business)If the \"Spring loaded\" tagline of Apple's upcoming press event is any indication, the company is about to drop a ton of new products.</p><p>Apple (AAPL) is hosting its first event of 2021 on Tuesday and it'll likely focus on new iPads, along with a product that's been years in the making.</p><p>The invitations for the virtual press conference sent to reporters last week included an image of colorful spirals that form the Apple logo — a picture potentially made to look as if it had been produced by an Apple Pencil, a clue hinting at updates to its iPad line.</p><p>The company's invitations are often filled with red herrings, but Apple senior marketing executive Greg Joswiak added to the fodder when he tweeted a video featuring an animation of the spirals bouncing around Apple's campus. It sparked speculation that augmented reality could also be part of the company's presentation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6ae2d578c2ecc4d60db5042317b1efc\" tg-width=\"780\" tg-height=\"438\"><span>The image included in invitations to the press hints at new iPads and augmented reality</span></p><p><b>iPad Pro</b></p><p>Two things are usually a given each springtime: blossoming flowers and the arrival of next-generation iPads. The company isexpectedto show off an updated iPad Pro with a faster processor, 5G support, a Thunderbolt port so it can connect to more external monitors and a Mini LED display.</p><p>The display is expected to increase brightness, offer a higher contrast ratio, improve power efficiencies for a longer battery life but be slightly thicker than current versions. It's possible Apple will also show off a redesigned iPad mini with smaller bezels and a larger display. But it's unclear if any of these updates will be enough to convince users to upgrade.</p><p>Eleftheria Kouri, an analyst at tech market advisory firm ABI Research, said tablet shipments significantly increased in 2020, thanks in part to remote learning and working. But that uptick won't last forever. \"Tablet vendors, including Apple, need to introduce a really game changing technological feature in order to boost sales and encourage consumers to replace their old devices: 5G connectivity is one of these key features,\" she said.</p><p><b>AirTags</b></p><p>Perhaps the buzziest product in the rumor mill is the potential debut of AirTags, a Tile-like Bluetooth locator that attaches to and helps you find items such as keys, wallets, laptops or even your car. AirTags have been reportedly in the works as far back as 2019 when pictures hidden within iOS 13 suggested small, flat, circular discs with built-in chips could allow someone to locate items when connected to Apple's Find My app.</p><p>This is where AR could come into play. In iOS 13, a string of code stated: \"Walk around several feet and move your iPhone up and down until a balloon comes into view,\" indicating where an item may be hiding, according to MacRumors.</p><p><b>Apple TV, privacy features and more</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4526e5862263783d6373c9bd51276f77\" tg-width=\"780\" tg-height=\"438\" referrerpolicy=\"no-referrer\"><span>Tim Cook, CEO of Apple unveils a new iPad Pro during a launch event at the Brooklyn Academy of Music on October 30, 2018 in New York City.</span></p><p>Not only is the Apple TV due for a new processor and better refresh support for gaming, a redesigned remote could work as a physical locator for AirTags, according to tech blog 9to5Mac.</p><p>And then there's AirPods 3. The next-generation of Apple's wireless earbuds are believed to have a design more in line with its higher-end AirPods Pro, along with spatial audio support and touch controls. AirPods have cultivated a cult-like following over the years and emerged as a fashion and status symbol, but it's possible Apple could wait until later this year to show off a new model.</p><p>Apple's MacBook Pro and MacBook Air are also due for refreshes, but it's unclear if they'll get one as early as next week. Apple recently discontinued its iMac Pro line, once the most-powerful computer the company offered, and its original HomePod to focus more on the HomePod mini.</p><p>The company could also walk users through an expected iOS 14.5 software update focused on privacy. Its upcoming App Tracking Transparency feature will require app developers to explicitly divulge how they're collecting user data, what it'll be used for, and require user consent before they download or update apps from the App Store.</p><p>Still, all eyes will be on the lookout for new gadgets on Tuesday. \"Despite the disruptions in the production line, crisis in the semiconductor industry and economic uncertainty that was caused by pandemic, demand for consumer products generally remained resilient,\" said Kouri.</p><p>ABI Research expects demand for certain products, such as true wireless earbuds and 5G devices, will see explosive growth the coming years, but tech companies like Apple will first have to provide enough incentive for consumers to spend their dollars.</p><p>Apple's event kicks off at 1:00 p.m. ET/10:00 a.m. PT on its website, YouTube and Apple TV.</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>What to expect at Apple's 'Spring loaded' event</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\">\nWhat to expect at Apple's 'Spring loaded' event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/04/18/tech/apple-ipad-event-2021/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(CNN Business)If the \"Spring loaded\" tagline of Apple's upcoming press event is any indication, the company is about to drop a ton of new products.Apple (AAPL) is hosting its first event of 2021 on ...</p>\n\n<a href=\"https://edition.cnn.com/2021/04/18/tech/apple-ipad-event-2021/index.html\">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://edition.cnn.com/2021/04/18/tech/apple-ipad-event-2021/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185485095","content_text":"(CNN Business)If the \"Spring loaded\" tagline of Apple's upcoming press event is any indication, the company is about to drop a ton of new products.Apple (AAPL) is hosting its first event of 2021 on Tuesday and it'll likely focus on new iPads, along with a product that's been years in the making.The invitations for the virtual press conference sent to reporters last week included an image of colorful spirals that form the Apple logo — a picture potentially made to look as if it had been produced by an Apple Pencil, a clue hinting at updates to its iPad line.The company's invitations are often filled with red herrings, but Apple senior marketing executive Greg Joswiak added to the fodder when he tweeted a video featuring an animation of the spirals bouncing around Apple's campus. It sparked speculation that augmented reality could also be part of the company's presentation.The image included in invitations to the press hints at new iPads and augmented realityiPad ProTwo things are usually a given each springtime: blossoming flowers and the arrival of next-generation iPads. The company isexpectedto show off an updated iPad Pro with a faster processor, 5G support, a Thunderbolt port so it can connect to more external monitors and a Mini LED display.The display is expected to increase brightness, offer a higher contrast ratio, improve power efficiencies for a longer battery life but be slightly thicker than current versions. It's possible Apple will also show off a redesigned iPad mini with smaller bezels and a larger display. But it's unclear if any of these updates will be enough to convince users to upgrade.Eleftheria Kouri, an analyst at tech market advisory firm ABI Research, said tablet shipments significantly increased in 2020, thanks in part to remote learning and working. But that uptick won't last forever. \"Tablet vendors, including Apple, need to introduce a really game changing technological feature in order to boost sales and encourage consumers to replace their old devices: 5G connectivity is one of these key features,\" she said.AirTagsPerhaps the buzziest product in the rumor mill is the potential debut of AirTags, a Tile-like Bluetooth locator that attaches to and helps you find items such as keys, wallets, laptops or even your car. AirTags have been reportedly in the works as far back as 2019 when pictures hidden within iOS 13 suggested small, flat, circular discs with built-in chips could allow someone to locate items when connected to Apple's Find My app.This is where AR could come into play. In iOS 13, a string of code stated: \"Walk around several feet and move your iPhone up and down until a balloon comes into view,\" indicating where an item may be hiding, according to MacRumors.Apple TV, privacy features and moreTim Cook, CEO of Apple unveils a new iPad Pro during a launch event at the Brooklyn Academy of Music on October 30, 2018 in New York City.Not only is the Apple TV due for a new processor and better refresh support for gaming, a redesigned remote could work as a physical locator for AirTags, according to tech blog 9to5Mac.And then there's AirPods 3. The next-generation of Apple's wireless earbuds are believed to have a design more in line with its higher-end AirPods Pro, along with spatial audio support and touch controls. AirPods have cultivated a cult-like following over the years and emerged as a fashion and status symbol, but it's possible Apple could wait until later this year to show off a new model.Apple's MacBook Pro and MacBook Air are also due for refreshes, but it's unclear if they'll get one as early as next week. Apple recently discontinued its iMac Pro line, once the most-powerful computer the company offered, and its original HomePod to focus more on the HomePod mini.The company could also walk users through an expected iOS 14.5 software update focused on privacy. Its upcoming App Tracking Transparency feature will require app developers to explicitly divulge how they're collecting user data, what it'll be used for, and require user consent before they download or update apps from the App Store.Still, all eyes will be on the lookout for new gadgets on Tuesday. \"Despite the disruptions in the production line, crisis in the semiconductor industry and economic uncertainty that was caused by pandemic, demand for consumer products generally remained resilient,\" said Kouri.ABI Research expects demand for certain products, such as true wireless earbuds and 5G devices, will see explosive growth the coming years, but tech companies like Apple will first have to provide enough incentive for consumers to spend their dollars.Apple's event kicks off at 1:00 p.m. ET/10:00 a.m. PT on its website, YouTube and Apple TV.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344818569,"gmtCreate":1618395643651,"gmtModify":1704710143872,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Can it mirror SEA’s performance?","listText":"Can it mirror SEA’s performance?","text":"Can it mirror SEA’s performance?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/344818569","repostId":"1157656344","repostType":4,"repost":{"id":"1157656344","kind":"news","pubTimestamp":1618394079,"share":"https://ttm.financial/m/news/1157656344?lang=&edition=fundamental","pubTime":"2021-04-14 17:54","market":"sg","language":"en","title":"Grab's not yet profitable, but investors may give it 'leeway' to invest in new growth areas, analysts say","url":"https://stock-news.laohu8.com/highlight/detail?id=1157656344","media":"cnbc","summary":"KEY POINTS\n\nGrab on Tuesday announced it will go public through a SPAC merger with Altimeter Growth ","content":"<div>\n<p>KEY POINTS\n\nGrab on Tuesday announced it will go public through a SPAC merger with Altimeter Growth Corp., in a deal that will value the ride-hailing company at $39.6 billion.\nThe company as a whole ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/14/grab-spac-listing-analysts-discuss-growth-and-profitability.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>Grab's not yet profitable, but investors may give it 'leeway' to invest in new growth areas, analysts say</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\">\nGrab's not yet profitable, but investors may give it 'leeway' to invest in new growth areas, analysts say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/14/grab-spac-listing-analysts-discuss-growth-and-profitability.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nGrab on Tuesday announced it will go public through a SPAC merger with Altimeter Growth Corp., in a deal that will value the ride-hailing company at $39.6 billion.\nThe company as a whole ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/14/grab-spac-listing-analysts-discuss-growth-and-profitability.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/04/14/grab-spac-listing-analysts-discuss-growth-and-profitability.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1157656344","content_text":"KEY POINTS\n\nGrab on Tuesday announced it will go public through a SPAC merger with Altimeter Growth Corp., in a deal that will value the ride-hailing company at $39.6 billion.\nThe company as a whole is still not profitable — it lost $800 million in 2020 on an EBITDA basis and projected a $600 million loss for this year, according to regulatory filing.\nBut the market is likely to give the company some leeway to invest in new products and categories, according to D.A. Davidson analyst Tom White.\n\nSINGAPORE — Investors will be keeping a close eye on when Grab will turn profitable after itsrecord-breaking SPAC listing, according to Tom White, senior research analyst at D.A. Davidson.\n\"There's obviously a growing scrutiny from investors about a path to profitability,\" White told CNBC's \"Squawk Box Asia\" on Wednesday. But there has been a shift in investor sentiment from a singular focus on growth and market share gains to a more balanced approach, he said.\nWhile still focused on breaking even, investorswill likely also give the Southeast Asian ride-hailing firm more leeway to invest in new product categories, said White.\nSingapore-headquartered Grab announced on Tuesday it will go public through a SPAC merger with Altimeter Growth Corp.— a deal set to value the ride-hailing company at $39.6 billion. It was the world’s largest blank-check merger involving special purpose acquisition companies, which are set up to raise money to buy over private companies such as Grab.\nPath to profitability\nGrab as a whole is still not profitable. It lost $800 million in 2020 on an EBITDA basis and projected a $600 million loss for this year,according to a regulatory filing.\nEBITDA — a measure of overall financial health for a business — stands for earnings before interest, taxes, depreciation and amortization. It is acommon earnings metric used by tech companies even though seasoned investors are skeptical about it.\nGrab said EBITDA for its transport segment turned positive since the fourth quarter of 2019. Adjusted net revenue last year came in at $1.6 billion and is projected to jump to $4.5 billion in 2023 — Grab predicted it might generate $500 million of EBITDA in two years.\n“They do have, I think, a nice story to tell when you look at the two core segments,” said White, who also covers other online ride hailing and delivery apps likeUberandDoorDash.\n“All their markets in ride sharing are at least EBITDA profitable, so, presumably, not burning cash. Five out of the six markets for food delivery are EBITDA profitable as well,” he said.\n“Grab, I think, is going to be given a fair bit of leeway from the market to invest in new adjacencies, new categories, new products, given how well they’ve executed in the two legacy offerings,” White added.\nBuilding up scale\nLoss-making is a function of trying to acquire market share, said Sachin Mittal, a senior vice president at Singapore’s DBS Bank. That’s especially so given the current market environment where cheap capital is readily available, and can help companies build scale and lower costs, he added.\n“So you have to be that player who kind of gains the market leadership, builds up scale, lowers the cost —and ultimately, when the money is not so cheap, that is when you can be profitable instantly because you’ve built that scale,” he told CNBC’s “Street Signs Asia.”\nMittal added that investors may also be attracted enough to pay a premium for Grab’s market dominancein areas like food delivery. Investing in the stock would also expose them to the financial technology scene in Southeast Asia, he said.\nOne of Grab’s key business is the financial services segment, which includes digital payments, lending, insurance, digital banking and wealth management.\nThe company has yet to prove its market leadership in fintech — unlike in ride-sharing and food delivery —and this segment will likely be a high-growth, cash-burning business in the near term, according to Mittal.\n“Hence, this whole listing will raise funds and those funds can be deployed towards fintech,” he said.\nAs part of the SPAC merger, SoftBank-backed Grab will receive about $4.5 billion in cash, which includes $4 billion in a private investment in public equity arrangement, managed by BlackRock, Fidelity, T. Rowe Price, Morgan Stanley’s Counterpoint Global fund and Singapore state investor Temasek.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368559380,"gmtCreate":1614340671641,"gmtModify":1704770897841,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Coinbase or Binance?","listText":"Coinbase or Binance?","text":"Coinbase or Binance?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/368559380","repostId":"1117820997","repostType":4,"repost":{"id":"1117820997","kind":"news","pubTimestamp":1614337504,"share":"https://ttm.financial/m/news/1117820997?lang=&edition=fundamental","pubTime":"2021-02-26 19:05","market":"us","language":"en","title":"Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1117820997","media":"MarketWatch","summary":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading","content":"<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.</p>\n<p>Coinbase&nbsp;plans to list on the Nasdaq Inc. exchange&nbsp;under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies&nbsp;and Spotify Technology&nbsp;in recent years.</p>\n<p>Here’s what to know about the popular trading platform ahead of its public offering.</p>\n<p><b>What is Coinbase?</b></p>\n<p>The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.</p>\n<p>There are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.</p>\n<p>According to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.</p>\n<p>Coinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67e611f71f8557b80e1863da93d753c9\" tg-width=\"1260\" tg-height=\"639\"><span>COINBASE S-1</span></p>\n<p>Bitcoin prices&nbsp;have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.</p>\n<p>Last week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether&nbsp;on Ethereum’s blockchain, Bitcoin Cash&nbsp;and Litecoin,to name a few.</p>\n<p><b>Who else owns Coinbase?</b></p>\n<p>Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.</p>\n<p>Coinbase has an ambitions echo those of Robinhood Markets</p>\n<p>“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.</p>\n<p><b>Biggest risk factor</b></p>\n<p>No doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.</p>\n<p>But a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.</p>\n<p>Here’s now Coinbase explains it:</p>\n<p>“<i>There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected</i>,” Coinbase writes in its S-1 filing.</p>\n<p><b>How large is Coinbase?</b></p>\n<p>The crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/183f3996adecd36a47a1b191cf6d3ca6\" tg-width=\"1260\" tg-height=\"453\"><span>COINMARKETCAP.COM</span></p>\n<p>In the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc.&nbsp;settlements to invest in bitcoins.</p>\n<p>Kraken is another popular crypto platform and direct competitor in the U.S.</p>\n<p><b>Odds &amp; Ends</b></p>\n<p>The company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.</p>\n<p>For example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).</p>\n<p>The company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”</p>\n<p>However, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.</p>\n<p>The company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit&nbsp;and means long-term holder of an investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d3d07b595555c3cb7e307056bde87a6\" tg-width=\"1260\" tg-height=\"348\"><span>SEC</span></p>\n<p><b>Armstrong crypto charity</b></p>\n<p>Back in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.</p>\n<p>“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.</p>\n<p>Armstrong has reportedly donated at least $1 million to&nbsp;GiveCrypto.</p>","source":"market_watch","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>Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange</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\">\nCoinbase IPO: 5 things to know about the U.S. cryptocurrency exchange\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to...</p>\n\n<a href=\"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","PLTR":"Palantir Technologies Inc.","SPOT":"Spotify Technology S.A.","PYPL":"PayPal","SQ":"Block","NDAQ":"纳斯达克OMX交易所","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117820997","content_text":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to list on the Nasdaq Inc. exchange under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies and Spotify Technology in recent years.\nHere’s what to know about the popular trading platform ahead of its public offering.\nWhat is Coinbase?\nThe Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.\nThere are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.\nAccording to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.\nCoinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.\nCOINBASE S-1\nBitcoin prices have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.\nLast week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether on Ethereum’s blockchain, Bitcoin Cash and Litecoin,to name a few.\nWho else owns Coinbase?\nVenture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.\nCoinbase has an ambitions echo those of Robinhood Markets\n“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.\nBiggest risk factor\nNo doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.\nBut a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.\nHere’s now Coinbase explains it:\n“There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected,” Coinbase writes in its S-1 filing.\nHow large is Coinbase?\nThe crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.\nCOINMARKETCAP.COM\nIn the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc. settlements to invest in bitcoins.\nKraken is another popular crypto platform and direct competitor in the U.S.\nOdds & Ends\nThe company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.\nFor example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).\nThe company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”\nHowever, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.\nThe company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit and means long-term holder of an investment.\nSEC\nArmstrong crypto charity\nBack in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.\n“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.\nArmstrong has reportedly donated at least $1 million to GiveCrypto.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192097969,"gmtCreate":1621128790051,"gmtModify":1704353075812,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192097969","repostId":"1100135820","repostType":4,"repost":{"id":"1100135820","kind":"news","pubTimestamp":1620998527,"share":"https://ttm.financial/m/news/1100135820?lang=&edition=fundamental","pubTime":"2021-05-14 21:22","market":"hk","language":"en","title":"Jack Ma's Ant posted 21.8b yuan profit after IPO halt","url":"https://stock-news.laohu8.com/highlight/detail?id=1100135820","media":"Bloomberg","summary":"[SHANGHAI] Ant Group's profit rose to 21.8 billion yuan  in the December quarter after Chinese regulators thwarted its record initial public offering and told it to scale back its sprawling business.Billionaire Jack Ma's fintech giant contributed nearly 7.2 billion yuan to Alibaba Group Holding's earnings, a company filing showed on Thursday.Based on Alibaba's one-third stake in Ant, that translates to 21.8 billion yuan in profit, up 50 per cent from 14.5 billion yuan in the previous three month","content":"<p>[SHANGHAI] Ant Group's profit rose to 21.8 billion yuan (S$4.54 billion) in the December quarter after Chinese regulators thwarted its record initial public offering and told it to scale back its sprawling business.</p>\n<p>Billionaire Jack Ma's fintech giant contributed nearly 7.2 billion yuan to Alibaba Group Holding's earnings, a company filing showed on Thursday.</p>\n<p>Based on Alibaba's one-third stake in Ant, that translates to 21.8 billion yuan in profit, up 50 per cent from 14.5 billion yuan in the previous three months. Ant's earnings lag one quarter behind Alibaba's. Ant declined to comment.</p>\n<p>The tally underscores the earnings powers Ant boasted before authorities demanded China's largest fintech company fold its financial business into a holding company, curtailing its growth prospects.</p>\n<p>Regulators have issued a battery of proposals that threaten to curb Ant's dominance in online payments and scale back its expansion into consumer lending and wealth management.</p>\n<p>While Chairman Eric Jing has promised staff that the company will eventually go public, it's likely to be worth much less than before the crackdown that saw the IPO halted in November.</p>\n<p>Fidelity Investments halved its valuation estimate for Ant to about US$144 billion in February, compared with US$295 billion assigned in August.</p>\n<p>Ant isn't alone in facing the clampdown. The government imposed wide-ranging restrictions on the financial divisions of 13 companies including Tencent Holdings and ByteDance.</p>\n<p>Units of JD.com Inc., Meituan and Didi Chuxing were also among companies summoned to a meeting where regulators handed out stricter compliance requirements in April.</p>","source":"lsy1584095487587","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>Jack Ma's Ant posted 21.8b yuan profit after IPO halt</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\">\nJack Ma's Ant posted 21.8b yuan profit after IPO halt\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/garage/jack-mas-ant-posted-218b-yuan-profit-after-ipo-halt><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[SHANGHAI] Ant Group's profit rose to 21.8 billion yuan (S$4.54 billion) in the December quarter after Chinese regulators thwarted its record initial public offering and told it to scale back its ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/garage/jack-mas-ant-posted-218b-yuan-profit-after-ipo-halt\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","06688":"蚂蚁集团","BABA":"阿里巴巴"},"source_url":"https://www.businesstimes.com.sg/garage/jack-mas-ant-posted-218b-yuan-profit-after-ipo-halt","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100135820","content_text":"[SHANGHAI] Ant Group's profit rose to 21.8 billion yuan (S$4.54 billion) in the December quarter after Chinese regulators thwarted its record initial public offering and told it to scale back its sprawling business.\nBillionaire Jack Ma's fintech giant contributed nearly 7.2 billion yuan to Alibaba Group Holding's earnings, a company filing showed on Thursday.\nBased on Alibaba's one-third stake in Ant, that translates to 21.8 billion yuan in profit, up 50 per cent from 14.5 billion yuan in the previous three months. Ant's earnings lag one quarter behind Alibaba's. Ant declined to comment.\nThe tally underscores the earnings powers Ant boasted before authorities demanded China's largest fintech company fold its financial business into a holding company, curtailing its growth prospects.\nRegulators have issued a battery of proposals that threaten to curb Ant's dominance in online payments and scale back its expansion into consumer lending and wealth management.\nWhile Chairman Eric Jing has promised staff that the company will eventually go public, it's likely to be worth much less than before the crackdown that saw the IPO halted in November.\nFidelity Investments halved its valuation estimate for Ant to about US$144 billion in February, compared with US$295 billion assigned in August.\nAnt isn't alone in facing the clampdown. The government imposed wide-ranging restrictions on the financial divisions of 13 companies including Tencent Holdings and ByteDance.\nUnits of JD.com Inc., Meituan and Didi Chuxing were also among companies summoned to a meeting where regulators handed out stricter compliance requirements in April.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379441616,"gmtCreate":1618791728435,"gmtModify":1704714856644,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379441616","repostId":"1162662309","repostType":4,"repost":{"id":"1162662309","kind":"news","pubTimestamp":1618762645,"share":"https://ttm.financial/m/news/1162662309?lang=&edition=fundamental","pubTime":"2021-04-19 00:17","market":"us","language":"en","title":"Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz","url":"https://stock-news.laohu8.com/highlight/detail?id=1162662309","media":"seekingalpha","summary":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify.Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across ","content":"<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).</p><p>Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson &amp; Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.</p><p><b>Earnings spotlight:</b>&nbsp;Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson &amp; Johnson (JNJ), Procter &amp; Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&amp;T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.</p><p><img src=\"https://static.tigerbbs.com/522c9bdad799a71c4e6bad965f9f00f3\" tg-width=\"1530\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p><p><b>IPO watch:</b>&nbsp;IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.</p><p><b>Apple event:</b>&nbsp;Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.</p><p><b>Projected dividend increases (quarterly):</b>&nbsp;Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson &amp; Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.</p><p><b>M&amp;A tidbits:</b>&nbsp;The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.</p><p><b>ARK Invest watch:</b>&nbsp;Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.</p><p><b>Corporate spotlight:</b>&nbsp;Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye &amp; Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.</p><p><b>Conferences rundown:</b>&nbsp;Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP &amp; Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.</p><p><b>Barron's mentions:</b>&nbsp;Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.</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>Stocks To Watch: Apple Event, Disney Callout And Earnings Blitz</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\">\nStocks To Watch: Apple Event, Disney Callout And Earnings Blitz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 00:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4419571-stocks-to-watch-apple-event-disney-callout-and-earnings-blitz","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162662309","content_text":"Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the this week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays onSeeking Alpha,Apple Podcasts,StitcherandSpotify(click the highlighted links).Economic reports due out this week include the latest updates on existing home sales, new home sales, jobless claims and PMI. Big earnings reports blast in every day this week across sectors. Of note, the follow-up conference calls from Coca-Cola(NYSE:KO), Netflix(NASDAQ:NFLX)and Intel(NASDAQ:INTC)could be on the interesting side. On the vaccine front, the Centers for Disease Control and Prevention's Advisory Committee on Immunization Practices is expected to meet late this week to consider recommendations for Johnson & Johnson's(NYSE:JNJ)shot, which has been linked to rare blood clots in the brain.Earnings spotlight: Earnings season heats up in a big way with reports due in from Coca-Cola (KO), IBM(NYSE:IBM)and United Airlines(NASDAQ:UAL)on April 19; Johnson & Johnson (JNJ), Procter & Gamble(NYSE:PG), Philip Morris International(NYSE:PM), Abbott Labs(NYSE:ABT)and Netflix (NFLX) on April 20; Anthem(NYSE:ANTM), Verizon(NYSE:VZ), Chipotle(NYSE:CMG)and Lam Research(NASDAQ:LRCX)on April 21; AT&T(NYSE:T), Dow(NYSE:DOW), Intel (INTC), Seagate Tech(NASDAQ:STX)and Mattel(NASDAQ:MAT)on April 22; as well as American Express(NYSE:AXP)and Honeywell(NYSE:HON)on April 23.IPO watch: IPOs expected to start trading during the week include UiPAth (PATH), DoubleVerify (DV) and NeuroPace (NPCE) on April 20, as well as Zymergern (ZY) and KnowBe4 (KNBE) on April 22. IPO lockup periods expire on Datto Holding(NYSE:MSP), Topaz Energy(NYSE:TPZ), McAfee(NASDAQ:MCFE), Guild Holdings(NYSE:GHLD), Foghorn Therapeutics(NASDAQ:FHTX)and ComSovereign Holding(NASDAQ:COMS). The analyst quiet period expires on ThredUp(NASDAQ:TDUP)on April 20 to free up analysts to post ratings. Shares of Trip.com(NASDAQ:TRIP)will begin trading in Hong Kong this week following a new listing.Apple event: Apple(NASDAQ:AAPL)holds an event on April 20 called \"Spring Loaded\" to show off new products. Information out of Cupertino has been pretty tight, but the company could reveal new iPads, new iMacs, new AirPods, AirTags, a new Apple TV and possibly a new Apple Pencil.Projected dividend increases (quarterly): Expected dividend boosts for the week include Comfort Systems USA(NYSE:FIX)to $0.125 from $0.1115, HP Enterprise(NYSE:HPE)to $0.1275 from $0.12, Pool Corp(NASDAQ:POOL)to $0.61 from $0.58, Johnson & Johnson to $1.06 from $1.01, Travelers(NYSE:TRV)to $0.88 from $0.85, Southern Company(NYSE:SO)to $0.66 from $0.64, Kinder Morgan(NYSE:KMI)to $0.27 from $0.2625 and Nasdaq(NASDAQ:NDAQ)to $0.50 from $0.49.M&A tidbits: The highly-anticipated Aphria(NASDAQ:APHA)-Tilray(NASDAQ:TLRY)merger is expected to close on April 20. The tender offer on the GenMark Diagnostics(NASDAQ:GNMK)-Roche(OTCQX:RHHBY)deal expires on April 21. GW Pharmaceuticals(NASDAQ:GWPH)shareholders vote on the Jazz Pharmaceuticals(NASDAQ:JAZZ)deal on April 23.ARK Invest watch: Investors may want to keep an eye on Coinbase Global(NASDAQ:COIN)after ARK Invest came in Friday with a purchase of 19,599 shares for the ARK Fintech Innovation ETF(NYSEARCA:ARKF)and 112,539 shares for the ARK Innovation ETF(NYSEARCA:ARKK). Cathie Wood's firm also defended Silvergate(NYSE:SI)after its mid-week stumble likely in response to the Coinbase IPO. \"Investors potentially took profits to diversify their exposure to crypto in the public markets. \"In our view, the Silvergate Exchange Network, with its strong network effects, positions Silvergate as both a facilitator and a prime beneficiary of increased crypto adoption,\" ARK reasons.Corporate spotlight: Major events this week include strategic updates from Advance Auto Parts(NYSE:AAP)and Royal Gold(NYSE:GOLD)on April 20, as well as investor days for Dye & Durham(OTC:DYNDF)and SMART Global(NASDAQ:SGH). On April 21, MGM Resorts(NYSE:MGM)and Entain(OTCPK:GMVHF)along with their U.S. venture BetMGM will host a business update event for analysts and investors. The event will provide deeper insights into the rapidly growing U.S. sports betting and iGaming business of BetMGM. A new forecast on the industry's total addressable market could be a share price catalyst for DraftKings(NASDAQ:DKNG)and Penn National Gaming(NASDAQ:PENN)as well. Check outSeeking Alpha's Catalyst Watch for a detailed list of more events to watch.Conferences rundown: Notable conferences running during the week include the H.C Wainwright Spring Mining Conference, Linley Spring Processor Conference 2021, the Kempen Life Sciences Conference, the Jefferies Microbiome-based Therapeutics Summit 2021 and the Stifel GMP & Stifel First Energy Canada Cross Sector Insight Conference 2021. Check outSeeking Alpha's Catalyst Watch for a detailed list of events to watch.Barron's mentions: Disney(NYSE:DIS)makes the cover of Barron's this week as the media giant is given credit for positioning itself for post-COVID growth. Disney is said to have come out ahead after CEO Bob Chapek and team faced the severest of financial stress tests. \"When parks and theaters emptied out a year ago, costs kept rolling in, and the fastest-growing part of the business, streaming, was consuming cash—as it still is. Yet, Disney generated $3.6 billion in free cash during its fiscal year ended last September. It’s seen producing $3.3 billion this year before the numbers begin a sharp rebound,\" notes Jack Hough. While the movie business is still sputtering to restart and the TV business is seen holding steady at best, streaming results have shattered forecasts. Disney+ smashed expectations in piling up 100M in less than 18 months, compared to the 10 years it took Netflix to hit that level. Disney is targeting 300M to 350M subscribers by 2024 across all of its streaming platforms, including Hulu, ESPN+, Hotstar in India, and Star+ in Latin America (launches in June). PetIQ(NASDAQ:PETQ)and O'Reilly Automotive(NASDAQ:ORLY)also land favorable write-ups this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328652575,"gmtCreate":1615523633397,"gmtModify":1704784062257,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Wait for me pls","listText":"Wait for me pls","text":"Wait for me pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/328652575","repostId":"2118932800","repostType":4,"repost":{"id":"2118932800","kind":"news","pubTimestamp":1615507692,"share":"https://ttm.financial/m/news/2118932800?lang=&edition=fundamental","pubTime":"2021-03-12 08:08","market":"us","language":"en","title":"Big Tech Stocks to Buy Now at a Discount and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=2118932800","media":"Zacks","summary":"The market’s wild month-long stretch continued Thursday, with resurgent tech stocks helping lift the","content":"<p>The market’s wild month-long stretch continued Thursday, with resurgent tech stocks helping lift the S&amp;P 500 to new highs, as the Dow closed at its 12th record of 2021. The Nasdaq posted another huge day, up 2.5%, as Wall Street jumps back into tech stocks that were hammered over a roughly two-week stretch that sent the tech-heavy index into a correction, down 10% from its recent highs.</p>\n<p>The Nasdaq now sits about 5% off its mid-February records, as investors decided names such as Tesla TSLA, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video ZM, and countless others had taken big enough hits, with some down over 25% from their highs.</p>\n<p>The wave of selling was tied to rising bond yields that highlighted stretched tech valuations. Talk of inflation, driven by more government spending and the increased likelihood of a huge vaccine-boosted economic comeback also dominated headlines. But interest rates are still historically low and some of the inflation fears might have been a bit overdone, at least for now.</p>\n<p>The quick rebound also highlights why savvy investors often take advantage of pullbacks and corrections to buy their favorite stocks at discounts. So now might be time for investors with longer-term horizons to scoop up a few strong tech stocks at a discount, even if there is more selling pressure…</p>\n<p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> ADBE</b></p>\n<p>Adobe’s suite of subscription-based creative and design software from Photoshop to Illustrator are often considered irreplaceable by its various users from individuals in the creative fields to businesses, schools, and beyond. ADBE’s Creative Cloud offerings help provide a solid moat and consistent revenue streams. The tech company that invented the PDF has also expanded its business-focused platforms and solutions for marketing, commerce, and more.</p>\n<p>ADBE has introduced newer creative software offerings for the digital media world where consumers expect high-quality content everywhere from Instagram FB ads to YouTube videos. The company topped our Q4 estimates in December, with its 2020 revenue up 15% to $12.9 billion. The growth followed four straight years of between 22% to 25% top-line expansion for a company that went public in 1986.</p>\n<p>Zacks estimates call for Adobe’s FY21 revenue to pop 18% to $15.2 billion, with fiscal 2022 projected to climb another 14%. These projections stretch Adobe’s streak of roughly 15% or higher sales growth to eight-straight years. Meanwhile, the creative software firm’s adjusted earnings are projected to jump 11.5% and 18%, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/2d7b73d42cb259c82c3045563f8edb2b\" tg-width=\"620\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>Adobe’s EPS estimates have remained unchanged recently to help it land a Zacks Rank #3 (Hold) heading into its Q1 FY21 financial release on March 23. The company has consistently topped our EPS estimates and 11 of the 15 broker recommendations Zacks has for Adobe come in at “Strong Buys,” with none below a “Hold.”</p>\n<p>ADBE has soared 420% in the past five years to crush its industry’s 250% climb and Apple’s AAPL 375%. The stock has cooled down somewhat, up 60% in the past year to lag just behind its industry. Adobe has slipped roughly 8% in the trailing six months.</p>\n<p>That said, the stock has popped over the last several days, but at around $451 a share, it sits roughly 13% below its August 2020 highs. Plus, the stock rests below neutral in terms of RSI at 45, after it fell below oversold levels on Monday.</p>\n<p>Adobe has also continued to repurchase shares and it trades at a 10% discount to its own year-long median in terms of forward sales and earnings. And the company in December completed its acquisition of a leading work management platform for marketers, Workfront. Therefore, investors might want to consider buying the creative and business software giant that boasts hard-to-replicate offerings.</p>\n<p><b>Nvidia NVDA </b></p>\n<p>Wall Street loved the GPU firm’s growth within the booming gaming industry. But its ability to expand into and succeed within the ever-growing world of data centers and cloud computing helped further cement Nvidia as a chip powerhouse and Wall Street titan. Nvidia is currently the largest U.S. chipmaker by market cap, having left Intel INTC in its dust.</p>\n<p>The company topped our Q4 FY21 results in late February, with its fourth quarter revenue up 61%. More specifically, its Q4 data center revenue skyrocketed 97% from the year-ago period, with full-year data center sales up 124%. Overall, Nvidia’s full-year revenue climbed 53% to mark its strongest top-line growth in nearly 20 years. NVDA also posted 73% adjusted earnings growth in FY21.</p>\n<p>Investors should remember that Nvidia announced in September that it planned to buy Arm Limited from Softbank for $40 billion, mostly in stock. Arm is <a href=\"https://laohu8.com/S/AONE\">one</a> of the most important behind-the-scenes companies in the semiconductor world and it could be a potential game-changer for Nvidia and the industry. That said, the deal appears as though it might not make it through the regulatory approval that it must pass in China, the U.K., and the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/d01d8580b93fe13907ba06af9cf58a8d\" tg-width=\"620\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p>\n<p>Luckily, Nvidia’s outlook remains strong even if the deal falls through. Zacks estimates call for its FY22 earnings to climb another 33% on 33% stronger revenue that would see it grab $22.3 billion.</p>\n<p>Nvidia is then expected to follow up this projected growth with another double-digit expansion on both the top and bottom lines next year. NVDA executives also provided strong guidance that forced analysts to up their outlooks, with its FY22 EPS figure up 14% and FY23 up 13% since its report.</p>\n<p>The positivity helps Nvidia land a Zacks Rank #2 (Buy) right now. The stock also grabs an “A” grade for Momentum in our Style Scores system and “B” for Growth and 15 of the 21 broker recommendations Zacks has are “Strong Buys” with two more at “Buys.” The company even currently pays a dividend, but its yield is small considering that the stock has skyrocketed roughly 1,500% in the past five years.</p>\n<p>More recently, Nvidia is up 140% in the last 12 months. Luckily it has cooled off, having moved roughly sideways over the past six months. And Nvidia was clobbered along with Tesla, Zoom Video, and other pandemic high-flyers as the Nasdaq fell into correction territory.</p>\n<p>Wall Street used the recent dip to buy shares at a discount as they stepped in when it reached oversold levels. Nvidia stock popped another 4% on Thursday to close regular trading at around $520 a share. This gives it 15% more room to run before it has to break records.</p>\n<p>The recent pullback also improved NVDA’s valuation, with it trading at a 20% discount to its own year-long median when it comes to forward sales. Therefore, long-term investors might want to consider buying the chip firm that’s exposed to multiple growth industries, which also includes cryptocurrency mining.</p>\n<p><b>Breakout Biotech Stocks with Triple-Digit Profit Potential</b></p>\n<p>The biotech sector is projected to surge beyond $775 billion by 2024 as scientists develop treatments for thousands of diseases. They’re also finding ways to edit the human genome to literally erase our vulnerability to these diseases.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Stocks to Buy Now at a Discount and 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\">\nBig Tech Stocks to Buy Now at a Discount and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 08:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/big-tech-stocks-buy-now-000812582.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market’s wild month-long stretch continued Thursday, with resurgent tech stocks helping lift the S&P 500 to new highs, as the Dow closed at its 12th record of 2021. The Nasdaq posted another huge ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-stocks-buy-now-000812582.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a33f540b6a7dfaf874d7c75f2ed9304d","relate_stocks":{"ADBE":"Adobe","NVDA":"英伟达"},"source_url":"https://finance.yahoo.com/news/big-tech-stocks-buy-now-000812582.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2118932800","content_text":"The market’s wild month-long stretch continued Thursday, with resurgent tech stocks helping lift the S&P 500 to new highs, as the Dow closed at its 12th record of 2021. The Nasdaq posted another huge day, up 2.5%, as Wall Street jumps back into tech stocks that were hammered over a roughly two-week stretch that sent the tech-heavy index into a correction, down 10% from its recent highs.\nThe Nasdaq now sits about 5% off its mid-February records, as investors decided names such as Tesla TSLA, Zoom Video ZM, and countless others had taken big enough hits, with some down over 25% from their highs.\nThe wave of selling was tied to rising bond yields that highlighted stretched tech valuations. Talk of inflation, driven by more government spending and the increased likelihood of a huge vaccine-boosted economic comeback also dominated headlines. But interest rates are still historically low and some of the inflation fears might have been a bit overdone, at least for now.\nThe quick rebound also highlights why savvy investors often take advantage of pullbacks and corrections to buy their favorite stocks at discounts. So now might be time for investors with longer-term horizons to scoop up a few strong tech stocks at a discount, even if there is more selling pressure…\nAdobe ADBE\nAdobe’s suite of subscription-based creative and design software from Photoshop to Illustrator are often considered irreplaceable by its various users from individuals in the creative fields to businesses, schools, and beyond. ADBE’s Creative Cloud offerings help provide a solid moat and consistent revenue streams. The tech company that invented the PDF has also expanded its business-focused platforms and solutions for marketing, commerce, and more.\nADBE has introduced newer creative software offerings for the digital media world where consumers expect high-quality content everywhere from Instagram FB ads to YouTube videos. The company topped our Q4 estimates in December, with its 2020 revenue up 15% to $12.9 billion. The growth followed four straight years of between 22% to 25% top-line expansion for a company that went public in 1986.\nZacks estimates call for Adobe’s FY21 revenue to pop 18% to $15.2 billion, with fiscal 2022 projected to climb another 14%. These projections stretch Adobe’s streak of roughly 15% or higher sales growth to eight-straight years. Meanwhile, the creative software firm’s adjusted earnings are projected to jump 11.5% and 18%, respectively.\n\nAdobe’s EPS estimates have remained unchanged recently to help it land a Zacks Rank #3 (Hold) heading into its Q1 FY21 financial release on March 23. The company has consistently topped our EPS estimates and 11 of the 15 broker recommendations Zacks has for Adobe come in at “Strong Buys,” with none below a “Hold.”\nADBE has soared 420% in the past five years to crush its industry’s 250% climb and Apple’s AAPL 375%. The stock has cooled down somewhat, up 60% in the past year to lag just behind its industry. Adobe has slipped roughly 8% in the trailing six months.\nThat said, the stock has popped over the last several days, but at around $451 a share, it sits roughly 13% below its August 2020 highs. Plus, the stock rests below neutral in terms of RSI at 45, after it fell below oversold levels on Monday.\nAdobe has also continued to repurchase shares and it trades at a 10% discount to its own year-long median in terms of forward sales and earnings. And the company in December completed its acquisition of a leading work management platform for marketers, Workfront. Therefore, investors might want to consider buying the creative and business software giant that boasts hard-to-replicate offerings.\nNvidia NVDA \nWall Street loved the GPU firm’s growth within the booming gaming industry. But its ability to expand into and succeed within the ever-growing world of data centers and cloud computing helped further cement Nvidia as a chip powerhouse and Wall Street titan. Nvidia is currently the largest U.S. chipmaker by market cap, having left Intel INTC in its dust.\nThe company topped our Q4 FY21 results in late February, with its fourth quarter revenue up 61%. More specifically, its Q4 data center revenue skyrocketed 97% from the year-ago period, with full-year data center sales up 124%. Overall, Nvidia’s full-year revenue climbed 53% to mark its strongest top-line growth in nearly 20 years. NVDA also posted 73% adjusted earnings growth in FY21.\nInvestors should remember that Nvidia announced in September that it planned to buy Arm Limited from Softbank for $40 billion, mostly in stock. Arm is one of the most important behind-the-scenes companies in the semiconductor world and it could be a potential game-changer for Nvidia and the industry. That said, the deal appears as though it might not make it through the regulatory approval that it must pass in China, the U.K., and the U.S.\n\nLuckily, Nvidia’s outlook remains strong even if the deal falls through. Zacks estimates call for its FY22 earnings to climb another 33% on 33% stronger revenue that would see it grab $22.3 billion.\nNvidia is then expected to follow up this projected growth with another double-digit expansion on both the top and bottom lines next year. NVDA executives also provided strong guidance that forced analysts to up their outlooks, with its FY22 EPS figure up 14% and FY23 up 13% since its report.\nThe positivity helps Nvidia land a Zacks Rank #2 (Buy) right now. The stock also grabs an “A” grade for Momentum in our Style Scores system and “B” for Growth and 15 of the 21 broker recommendations Zacks has are “Strong Buys” with two more at “Buys.” The company even currently pays a dividend, but its yield is small considering that the stock has skyrocketed roughly 1,500% in the past five years.\nMore recently, Nvidia is up 140% in the last 12 months. Luckily it has cooled off, having moved roughly sideways over the past six months. And Nvidia was clobbered along with Tesla, Zoom Video, and other pandemic high-flyers as the Nasdaq fell into correction territory.\nWall Street used the recent dip to buy shares at a discount as they stepped in when it reached oversold levels. Nvidia stock popped another 4% on Thursday to close regular trading at around $520 a share. This gives it 15% more room to run before it has to break records.\nThe recent pullback also improved NVDA’s valuation, with it trading at a 20% discount to its own year-long median when it comes to forward sales. Therefore, long-term investors might want to consider buying the chip firm that’s exposed to multiple growth industries, which also includes cryptocurrency mining.\nBreakout Biotech Stocks with Triple-Digit Profit Potential\nThe biotech sector is projected to surge beyond $775 billion by 2024 as scientists develop treatments for thousands of diseases. They’re also finding ways to edit the human genome to literally erase our vulnerability to these diseases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567405836379857","authorId":"3567405836379857","name":"CT张","avatar":"https://static.tigerbbs.com/47de45e161c6026da4271fca7c52bb89","crmLevel":2,"crmLevelSwitch":0,"idStr":"3567405836379857","authorIdStr":"3567405836379857"},"content":"Wait for me also Knock me on good deal pls","text":"Wait for me also Knock me on good deal pls","html":"Wait for me also Knock me on good deal pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363645004,"gmtCreate":1614137263608,"gmtModify":1704888581874,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Nani","listText":"Nani","text":"Nani","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/363645004","repostId":"1164032196","repostType":4,"repost":{"id":"1164032196","kind":"news","pubTimestamp":1614134895,"share":"https://ttm.financial/m/news/1164032196?lang=&edition=fundamental","pubTime":"2021-02-24 10:48","market":"fut","language":"en","title":"MicroStrategy CEO says bitcoin will one day have $100 trillion market value even as price dives","url":"https://stock-news.laohu8.com/highlight/detail?id=1164032196","media":"cnbc","summary":"KEY POINTS\n\nMicroStrategy CEO Michael Saylor told CNBC on Tuesday he sees bitcoin’s market value rea","content":"<div>\n<p>KEY POINTS\n\nMicroStrategy CEO Michael Saylor told CNBC on Tuesday he sees bitcoin’s market value reaching $100 trillion one day, a bold call predicting a 100 times increase.\nThe comments came even as ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/23/microstrategy-ceo-michael-saylor-sees-bitcoin-100-trillion-market-value-one-day.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>MicroStrategy CEO says bitcoin will one day have $100 trillion market value even as price dives</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\">\nMicroStrategy CEO says bitcoin will one day have $100 trillion market value even as price dives\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/23/microstrategy-ceo-michael-saylor-sees-bitcoin-100-trillion-market-value-one-day.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nMicroStrategy CEO Michael Saylor told CNBC on Tuesday he sees bitcoin’s market value reaching $100 trillion one day, a bold call predicting a 100 times increase.\nThe comments came even as ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/23/microstrategy-ceo-michael-saylor-sees-bitcoin-100-trillion-market-value-one-day.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.cnbc.com/2021/02/23/microstrategy-ceo-michael-saylor-sees-bitcoin-100-trillion-market-value-one-day.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1164032196","content_text":"KEY POINTS\n\nMicroStrategy CEO Michael Saylor told CNBC on Tuesday he sees bitcoin’s market value reaching $100 trillion one day, a bold call predicting a 100 times increase.\nThe comments came even as the price of the digital coin fell more than 10% on Tuesday.\n“As it marches toward $100 trillion, you’re going to see the growth rates fall, the volatility fall,” said Saylor, whose company has been buying bitcoin since August.\n\nMicroStrategy CEO Michael Saylor told CNBC on Tuesday he believes bitcoin will continue appreciating in value to the point where the cryptocurrency becomes a “stabilizing influence” for the entire global financial system. He predicted, in a bold call, that bitcoin’s market value would be $100 trillion one day.\nSaylor’s comments on“Squawk Box”came as the price of bitcoin fell more than 10% on Tuesday, dipping below $50,000 per unit. The move lower took the market value of the world’s largest cryptocurrency back under $1 trillion, just a few days after the volatile digital asset eclipsed that level for the first time.\nHowever, bitcoin was still up 60% since the start of the year and has risen more than 360% in the last 12 months.\n“There’s a $500 trillion monetary planet and the outer layer is currency, then you’ve got stocks, bonds, real estate. There’s $10 trillion worth of gold in there, $1 trillion of bitcoin in there. Bitcoin is going to flip gold, and it’s going to subsume the entire gold market cap,” contended Saylor, who has become one of the most prominent evangelists for bitcoin since his enterprise software company began buying it in August.\n“Then it’s going to subsume negative-yielding sovereign debt and other monetary indexes until it grows to $100 trillion. Once it gets to $10 trillion, its volatility will be dramatically less,” Saylor said. “As it marches toward $100 trillion, you’re going to see the growth rates fall, the volatility fall, and it’s going to be a stabilizing influence in the entire financial system of the 21st century.”\nIn his addition to his company’s significant bitcoin holdings, Saylor told CNBC he also owns the digital coin in a personal capacity.\nBitcoin has been called “digital gold” by some crypto bulls, and they tout its ability to serve as a store of value due to the fact its total supply is capped at 21 million coins. Currently, there are 18.64 million coins in circulation,according to Coindesk. New bitcoins come onto the market as a reward for so-called miners, who use high-powered computers to verify transactions across the decentralized system.\nSaylor laid out his grand vision for bitcoin a day after Treasury Secretary Janet Yellen once again raised questions about the digital coin. Yellen said she was worried about its role in “illicit finance” and the energy consumption used to mine bitcoin.\n“It is a highly speculative asset and you know I think people should be aware it can be extremely volatile and I do worry about potential losses that investors can suffer,” Yellen, also a former Federal Reserve chair, added at Monday’s New York Times DealBook conference.\nIn an interview last week on CNBC, St. Louis Fed President James Bullard said he was not concerned about bitcoin’s potential to upend the U.S. dollar’s status as the world’s reserve currency.\n“I just think for Fed policy, it’s going to be a dollar economy as far as the eye can see — a dollar global economy really as far as the eye can see — and whether the gold price goes up or down, or the bitcoin price goes up or down, doesn’t really affect that,” Bullard said on “Squawk Box.”\nSaylor said he sees the demand for bitcoin growing in the coming years, not only from institutions but from individual people around the world, which would have the effect of pushing its value upward.\n“I think that you can expect that we’ll have a billion people storing their value, in essence a savings account, on a mobile device within five years and they’re going to want to use something like bitcoin,” he contended, describing it as “the dominant digital monetary network.”\nLast week, MicroStrategy completed its second convertible debt offering with the goal of using the net proceeds to buy bitcoin. The first debt sale came in at $650 million in December. The offering completed Friday generated roughly $1.03 billion in net proceeds, with the notes bearing a 0% coupon rate.\nMicroStrategy disclosed its first crypto purchase in August, putting existing cash on its balance sheet toward acquiring almost 21,500 bitcoins. The company owned nearly 72,000 bitcoin,as of a regulatory filing Feb. 2.At around $47,000 in Tuesday’s trading, that stake is worth nearly $3.4 billion.\nSaylor has argued companies should hold bitcoin as an investment, instead of holding cash or short-term government bonds, because the digital coin will generate far superior returns over the long term. In December, Saylor publicly encouraged Tesla CEO Elon Musk to do just that. Just over a month later, Tesla announced it bought $1.5 billion worth of bitcoin.\nSome have been skeptical about MicroStrategy’s push into bitcoin, particularly when it comes to issuing debt to finance additional purchases. In a late-January note to clients, Citi analyst Tyler Radke called it “aggressive” and a potential “deal-breaker for some software investors.”\nShares of MicroStrategy have taken off since the Virginia-based company began acquiring bitcoin as investors looked for ways to gain exposure to the digital coin. The stock traded around $120 in early August before the firm’s entrance into the crypto space was made public, but began rallying throughout the fall and into 2021.\nMicroStrategy’s stock hit its highest level since the dot-com boom on Feb. 9, reaching $1,315 per share. It’s pulled back sharply in recent days, and it fell about 20% in Tuesday’s session to around $700 per share. Still, MicroStrategy has nearly doubled year to date and it’s up roughly 400% in the past 12 months.\nAs bitcoin prices dropped, Tesla shares also suffered a major downturn, losing as much as 13% in early Tuesday trading, before paring those losses. The automaker’s decline sent the stock negative for 2021. Tesla sank more than 8.5% on Monday after dipping Thursday and Friday. However, even with its four-day slide, Tesla was still up 275% in the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112229565,"gmtCreate":1622875892157,"gmtModify":1704192889065,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/112229565","repostId":"1175623977","repostType":4,"repost":{"id":"1175623977","kind":"news","pubTimestamp":1622857814,"share":"https://ttm.financial/m/news/1175623977?lang=&edition=fundamental","pubTime":"2021-06-05 09:50","market":"us","language":"en","title":"Nvidia Stock: Is It Still A Good Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175623977","media":"seekingalpha","summary":"Summary\n\nNvidia's stock price reaches a new historical high, but analysts' target prices and histori","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia's stock price reaches a new historical high, but analysts' target prices and historical &amp; peer valuation comparisons suggest that NVDA's future upside could be limited.</li>\n <li>NVDA's record-high stock price and premium valuations are justified to a large extent by its above-expectations quarterly results and the strong performance of its gaming &amp; data center businesses.</li>\n <li>Nvidia Corporation is not a good buy now, as expectations are relatively high now as evidenced by its valuations and there are considerable risks relating to earnings disappointment.</li>\n <li>I think that a Neutral rating for Nvidia is fair; the company's long-term growth prospects are good, but it will be challenging for the stock to meet the market's near-term growth expectations.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8500b66052f55b26703173429661952\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Justin Sullivan/Getty Images News via Getty Images</span></p>\n<p><b>Elevator Pitch</b></p>\n<p>I have a Neutral rating assigned to Nvidia Corporation (NVDA).</p>\n<p>Nvidia's stock price reached a new historical high, but analysts' target prices and historical &amp; peer valuation comparisons suggest that NVDA's future upside could be limited. NVDA's record-high stock price and premium valuations are justified to a large extent by its above-expectations quarterly results and the strong performance of its gaming &amp; data center businesses.</p>\n<p>Nvidia Corporation is not a good buy now, in my view, as expectations are relatively high now as evidenced by its valuations and there are considerable risks relating to earnings disappointment. I think that a Neutral rating for Nvidia is fair; the company's long-term growth prospects are good, but it will be challenging for the stock to meet the market's near-term growth expectations.</p>\n<p><b>Company Description</b></p>\n<p>On its investor relations website, Nvidia Corporation&nbsp;calls itself&nbsp;\"the pioneer of GPU (Graphics Processing Unit)-accelerated computing\", a company focused on \"products and platforms for the large, growing markets of gaming, professional visualization, data center, and automotive.\" NVDA was started in&nbsp;1993&nbsp;and listed on Nasdaq in 1999.</p>\n<p>Nvidia generated&nbsp;47% and 40%&nbsp;of the company's FY 2021 (YE January 31) revenue from its gaming and data center markets, respectively. The professional visualization, automotive, and OEM &amp; others markets accounted for the remaining 6%, 3% and 4% of NVDA's sales, respectively in the most recent fiscal year.</p>\n<p>The company also derived&nbsp;27%, 23%, 19% and 7%&nbsp;of its top line from Taiwan, China, the US and Europe (based on where its direct customers are located), respectively in FY 2021. The rest of Asia Pacific and other countries contributed the other 19% and 5% of NVDA's revenue in the last fiscal year, respectively.</p>\n<p><b>Nvidia Stock Price</b></p>\n<p>It has been a great one year and five months for Nvidia's shareholders, with respect to the company's stock price performance. Nvidia's share price rose by +186% from&nbsp;$234.83&nbsp;as of December 31, 2019 to $671.13 as of June 2, 2021.</p>\n<p>The majority of Wall Street seem to be positive on Nvidia, with&nbsp;65% and 20%&nbsp;of the sell-side analysts covering the stock having \"Very Bullish\" and \"Bullish\" ratings for the stock, respectively. But the analysts' target prices tell a different story. Based on S&amp;P Capital data, the mean sell-side target price for Nvidia Corporation is $709.26, while the median target price set by analysts is $720. In other words, the market on average only expects a +5%-6% upside for Nvidia's stock price of $671.13 as of June 2, 2021.</p>\n<p>While it is possible that some of the sell-side analysts might have yet to publish new research reports updating their target prices, the relatively limited upside implied by Wall Street analysts' target prices does suggest Nvidia's stock price and valuations are not particularly attractive.</p>\n<p>As per the valuation comparison tables below, the market currently values Nvidia Corporation at a significant premium to its historical valuation averages and peer comparables.</p>\n<p><b>Historical Valuation Comparison For Nvidia Corporation</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Nvidia's Valuation Multiple</b></td>\n   <td><b>Consensus Forward Next Twelve Months' Enterprise Value-To-Revenue</b></td>\n   <td><b>Consensus Forward Next Twelve Months' EV/EBITDA</b></td>\n   <td><b>Consensus Forward Next Twelve Months' Normalized P/E</b></td>\n  </tr>\n  <tr>\n   <td>Latest Valuation Multiple As Of June 2, 2021</td>\n   <td>16.3</td>\n   <td>42.0</td>\n   <td>41.9</td>\n  </tr>\n  <tr>\n   <td>Historical Three-Year Average Valuation Multiple</td>\n   <td>12.1</td>\n   <td>39.1</td>\n   <td>36.6</td>\n  </tr>\n  <tr>\n   <td>Historical Five-Year Average Valuation Multiple</td>\n   <td>10.7</td>\n   <td>34.0</td>\n   <td>35.9</td>\n  </tr>\n  <tr>\n   <td>Historical 10-Year Average Valuation Multiple</td>\n   <td>6.1</td>\n   <td>20.9</td>\n   <td>25.5</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: S&amp;P Capital IQ</p>\n<p><b>Peer Valuation Comparison For Nvidia Corporation</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Stock</b></td>\n   <td><b>Consensus Current Fiscal Year Enterprise Value-To-Revenue</b></td>\n   <td><b>Consensus Forward One Fiscal Year Enterprise Value-To-Revenue</b></td>\n   <td><b>Consensus Current Fiscal Year EV/EBITDA</b></td>\n   <td><b>Consensus Forward One Fiscal Year EV/EBITDA</b></td>\n   <td><b>Consensus Current Fiscal Year Normalized P/E</b></td>\n   <td><b>Consensus Forward One Fiscal Year Normalized P/E</b></td>\n  </tr>\n  <tr>\n   <td>Nvidia Corporation</td>\n   <td>16.4</td>\n   <td>14.8</td>\n   <td>41.4</td>\n   <td>40.9</td>\n   <td>42.3</td>\n   <td>39.1</td>\n  </tr>\n  <tr>\n   <td>Advanced Micro Devices, Inc (AMD)</td>\n   <td>6.4</td>\n   <td>5.4</td>\n   <td>26.9</td>\n   <td>21.7</td>\n   <td>37.9</td>\n   <td>30.6</td>\n  </tr>\n  <tr>\n   <td>Intel Corporation (INTC)</td>\n   <td>3.4</td>\n   <td>3.3</td>\n   <td>7.6</td>\n   <td>7.3</td>\n   <td>12.4</td>\n   <td>12.6</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: S&amp;P Capital IQ</p>\n<p>In the next section of this article, I examine Nvidia Corporation's recent financial performance to see if the stock's high stock price and valuations are justified.</p>\n<p><b>Why Is Nvidia Stock So High?</b></p>\n<p>Nvidia reported the company's&nbsp;1Q FY 2022 (February 1, 2021 to April 30, 2021) financial results&nbsp;last week on May 26, 2021. Nvidia Corporation's most recent quarterly financial performance&nbsp;beat market expectations, and specifically, its core gaming and data center businesses did very well. This justifies NVDA's strong year-to-date 2021 share price performance as highlighted in the preceding section.</p>\n<p>The company's total revenue expanded by +84% YoY and +13% QoQ to&nbsp;$5,661 million&nbsp;in the first quarter of fiscal 2022. This was the highest quarterly revenue in Nvidia's history, and NVDA's top line came in&nbsp;+5%&nbsp;better than what Wall Street analysts were forecasting. Nvidia Corporation's 1Q FY 2022 diluted non-GAAP (mainly adjusted for stock compensation and M&amp;A-related expenses) earnings per share of $3.66 also represented impressive QoQ and YoY growth rates of +18% and +103%, respectively. The company's bottom line was&nbsp;+12% higher&nbsp;than market consensus' quarterly earnings per share forecasts.</p>\n<p>Notably, NVDA's key gaming and data center businesses drove the company's better-than-expected financial performance in the most recent quarter.</p>\n<p>The gaming business' revenue grew by +11% QoQ and +106% YoY to $2,760 million in 1Q FY 2022. The robust growth for the gaming business was mainly attributable to higher gaming demand as a result of Work-From-Home or WFH tailwinds brought about by COVID-19, and the good performance of the company's new GeForce RTX 30 Series GPUs since its introduction to the market in September 2020. Cryptocurrency mining was also another tailwind for NVDA in 1Q FY 2022, which is detailed in the next section of this article.</p>\n<p>Looking ahead, a key growth driver for Nvidia's gaming business in the coming quarters is the recent launch of \"new GeForce RTX 3050 and GeForce RTX 3050 Ti laptops\" with more than 140 \"mass-market\" models available priced as low as $799, as per the company's May 11, 2021&nbsp;media release.</p>\n<p>Separately, sales for Nvidia Corporation's data center business increased by +79% YoY and +8% QoQ to $2,048 million in the first quarter of the current fiscal year, which was also a new historical high. It is also noteworthy that this is the sixth consecutive quarter that the data center business has set a new historical record in terms of quarterly revenue, which is indicative of the business' strong growth momentum.</p>\n<p>Specifically, the&nbsp;completion&nbsp;of the acquisition of Mellanox Technologies in April 2020 has been the key driving force behind the excellent growth of Nvidia Corporation's data center business. According to Mellanox Technologies'&nbsp;corporate profile&nbsp;that is available on its website, the company is a \"supplier of end-to-end Ethernet and InfiniBand intelligent interconnect solutions and services for servers, storage, and hyper-converged infrastructure\", and Nvidia's hyperscale data center clients had strong demand for Mellanox Technologies' products. At the company's recent 1Q FY 2022 results briefing, NVDA also&nbsp;disclosed&nbsp;that it \"achieved key design wins and proof-of-concept trials for the NVIDIA&nbsp;BlueField-2&nbsp;DPU (Data Processing Unit) with cloud service providers and consumer Internet companies.\"</p>\n<p>Moving forward, the increased adoption of the&nbsp;NVIDIA BlueField-2 A100&nbsp;(\"a converged card that combines GPUs and DPUs\" based onmedia release) and the recent launch of the&nbsp;NVIDIA BlueField-3 DPU&nbsp;(referred to the \"first DPU built for AI and accelerated computing\" at company's&nbsp;recent earnings call) in April 2021, are expected to boost the future revenue growth prospects of the data center business.</p>\n<p>Given that Nvidia Corporation benefited from WFH tailwinds to a large extent in FY 2021, it is no surprise that the market expects the company's top line and bottom line growth to slow in FY 2022 as per S&amp;P Capital IQ estimates. Market consensus sees Nvidia Corporation's revenue growth moderating from +53% in FY 2021 to 49% in FY 2022, while sell-side analysts anticipate that NVDA's normalized earnings growth will go from +75% in the most recent fiscal year to +59% in the current fiscal year.</p>\n<p>More importantly, I think that there could be downside to Nvidia Corporation's FY 2022 financial forecasts, which I elaborate on in the subsequent section.</p>\n<p><b>Is Nvidia A Good Buy Now?</b></p>\n<p>I don't think that Nvidia is a good buy now. As highlighted in an earlier section of the article, Nvidia Corporation's stock price is high and its valuations are rich. More significantly, I see downside risks for NVDA's FY 2022 earnings, which I explain below.</p>\n<p>Nvidia's strong gaming business performance in 1Q FY 2022 was partly driven by cryptocurrency mining. The company&nbsp;acknowledged&nbsp;at its recent 1Q FY 2022 earnings call that its \"gaming (business) also benefited from crypto mining demand\", while emphasizing that \"it's hard to estimate exactly how much and where crypto mining is being done.\" Assuming that the price of cryptocurrencies drop significantly, demand for Nvidia's gaming GPUs could be adversely impacted. Notably, Nvidia's stock price fell to a \"16-month low\" in late-November 2018, after the price of bitcoin dropped by -30% in a week, according to a November 26, 2018<i>PC Gamer</i>&nbsp;article. The possibility of a repeat of such volatility in the price of cryptocurrencies and Nvidia's share price can't be ruled out.</p>\n<p>For NVDA's other key data center business, the current semiconductor chip shortage situation is one to watch. Charlie Boyle, who is the general manager of the Nvidia&nbsp;DGX division,mentioned&nbsp;in a recent April 2021 interview with The Data Center Podcast that the data center business \"hasn't been short on CPUs or GPUs\" although \"it's taken a lot of extra work by the company's operations team to source other components.\" The chip shortage represents another potential downside risk to Nvidia Corporation's FY 2022 revenue &amp; earnings, although it does not seem to be an issue for now.</p>\n<p>A stock is a good buy when its share price and valuation reflect relatively modest expectations, and there is a good chance of upside surprises. The reverse is true for Nvidia now i.e. lofty expectations and a high probability of downside surprises.</p>\n<p><b>Is Nvidia A Good Stock To Buy Now?</b></p>\n<p>I like Nvidia as a company and I am positive on its long-term growth trajectory. However, I don't see Nvidia as a good stock to buy now.</p>\n<p>As per the chart below, Nvidia operates in fast-growing markets with lots of potential in the future. Things like virtual reality, augmented reality and artificial intelligence are important future trends, and Nvidia Corporation is a key beneficiary of such growth tailwinds. Separately, Nvidia's&nbsp;proposed acquisition&nbsp;of ARM Limited expected to conclude in&nbsp;early-2022, will help to&nbsp;address&nbsp;any semiconductor chip shortage issues in the medium term. Also, paying for the majority of ARM Limited acquisition consideration with its own&nbsp;shares&nbsp;(as opposed) is positive. From a capital allocation perspective, it is value-accretive to repurchase shares when one's shares are under-valued and issue shares (to drive future growth) when one's shares are over-valued.</p>\n<p><b>An Overview Of Nvidia's Key Markets And Their Respective Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3270747f008d9c111b3a24d373eedcfa\" tg-width=\"640\" tg-height=\"242\"><span>Source: Nvidia's 1Q FY 2022 Investor Presentation Slides</span></p>\n<p>On the flip side, as explained in the prior section of this article, growth expectations for Nvidia Corporation are very high, which translate into a high probability of earnings disappointment and valuation de-rating as a result.</p>\n<p>Nvidia Corporation's key risks are a larger-than-expected decline in the price of cryptocurrencies which depresses gaming GPU demand, and the semiconductor chip shortage situation worsening to the point that it affects the company's data center business.</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>Nvidia Stock: Is It Still A Good Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Is It Still A Good Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433129-nvidia-stock-still-good-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia's stock price reaches a new historical high, but analysts' target prices and historical & peer valuation comparisons suggest that NVDA's future upside could be limited.\nNVDA's record-...</p>\n\n<a href=\"https://seekingalpha.com/article/4433129-nvidia-stock-still-good-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4433129-nvidia-stock-still-good-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175623977","content_text":"Summary\n\nNvidia's stock price reaches a new historical high, but analysts' target prices and historical & peer valuation comparisons suggest that NVDA's future upside could be limited.\nNVDA's record-high stock price and premium valuations are justified to a large extent by its above-expectations quarterly results and the strong performance of its gaming & data center businesses.\nNvidia Corporation is not a good buy now, as expectations are relatively high now as evidenced by its valuations and there are considerable risks relating to earnings disappointment.\nI think that a Neutral rating for Nvidia is fair; the company's long-term growth prospects are good, but it will be challenging for the stock to meet the market's near-term growth expectations.\n\nPhoto by Justin Sullivan/Getty Images News via Getty Images\nElevator Pitch\nI have a Neutral rating assigned to Nvidia Corporation (NVDA).\nNvidia's stock price reached a new historical high, but analysts' target prices and historical & peer valuation comparisons suggest that NVDA's future upside could be limited. NVDA's record-high stock price and premium valuations are justified to a large extent by its above-expectations quarterly results and the strong performance of its gaming & data center businesses.\nNvidia Corporation is not a good buy now, in my view, as expectations are relatively high now as evidenced by its valuations and there are considerable risks relating to earnings disappointment. I think that a Neutral rating for Nvidia is fair; the company's long-term growth prospects are good, but it will be challenging for the stock to meet the market's near-term growth expectations.\nCompany Description\nOn its investor relations website, Nvidia Corporation calls itself \"the pioneer of GPU (Graphics Processing Unit)-accelerated computing\", a company focused on \"products and platforms for the large, growing markets of gaming, professional visualization, data center, and automotive.\" NVDA was started in 1993 and listed on Nasdaq in 1999.\nNvidia generated 47% and 40% of the company's FY 2021 (YE January 31) revenue from its gaming and data center markets, respectively. The professional visualization, automotive, and OEM & others markets accounted for the remaining 6%, 3% and 4% of NVDA's sales, respectively in the most recent fiscal year.\nThe company also derived 27%, 23%, 19% and 7% of its top line from Taiwan, China, the US and Europe (based on where its direct customers are located), respectively in FY 2021. The rest of Asia Pacific and other countries contributed the other 19% and 5% of NVDA's revenue in the last fiscal year, respectively.\nNvidia Stock Price\nIt has been a great one year and five months for Nvidia's shareholders, with respect to the company's stock price performance. Nvidia's share price rose by +186% from $234.83 as of December 31, 2019 to $671.13 as of June 2, 2021.\nThe majority of Wall Street seem to be positive on Nvidia, with 65% and 20% of the sell-side analysts covering the stock having \"Very Bullish\" and \"Bullish\" ratings for the stock, respectively. But the analysts' target prices tell a different story. Based on S&P Capital data, the mean sell-side target price for Nvidia Corporation is $709.26, while the median target price set by analysts is $720. In other words, the market on average only expects a +5%-6% upside for Nvidia's stock price of $671.13 as of June 2, 2021.\nWhile it is possible that some of the sell-side analysts might have yet to publish new research reports updating their target prices, the relatively limited upside implied by Wall Street analysts' target prices does suggest Nvidia's stock price and valuations are not particularly attractive.\nAs per the valuation comparison tables below, the market currently values Nvidia Corporation at a significant premium to its historical valuation averages and peer comparables.\nHistorical Valuation Comparison For Nvidia Corporation\n\n\n\nNvidia's Valuation Multiple\nConsensus Forward Next Twelve Months' Enterprise Value-To-Revenue\nConsensus Forward Next Twelve Months' EV/EBITDA\nConsensus Forward Next Twelve Months' Normalized P/E\n\n\nLatest Valuation Multiple As Of June 2, 2021\n16.3\n42.0\n41.9\n\n\nHistorical Three-Year Average Valuation Multiple\n12.1\n39.1\n36.6\n\n\nHistorical Five-Year Average Valuation Multiple\n10.7\n34.0\n35.9\n\n\nHistorical 10-Year Average Valuation Multiple\n6.1\n20.9\n25.5\n\n\n\nSource: S&P Capital IQ\nPeer Valuation Comparison For Nvidia Corporation\n\n\n\nStock\nConsensus Current Fiscal Year Enterprise Value-To-Revenue\nConsensus Forward One Fiscal Year Enterprise Value-To-Revenue\nConsensus Current Fiscal Year EV/EBITDA\nConsensus Forward One Fiscal Year EV/EBITDA\nConsensus Current Fiscal Year Normalized P/E\nConsensus Forward One Fiscal Year Normalized P/E\n\n\nNvidia Corporation\n16.4\n14.8\n41.4\n40.9\n42.3\n39.1\n\n\nAdvanced Micro Devices, Inc (AMD)\n6.4\n5.4\n26.9\n21.7\n37.9\n30.6\n\n\nIntel Corporation (INTC)\n3.4\n3.3\n7.6\n7.3\n12.4\n12.6\n\n\n\nSource: S&P Capital IQ\nIn the next section of this article, I examine Nvidia Corporation's recent financial performance to see if the stock's high stock price and valuations are justified.\nWhy Is Nvidia Stock So High?\nNvidia reported the company's 1Q FY 2022 (February 1, 2021 to April 30, 2021) financial results last week on May 26, 2021. Nvidia Corporation's most recent quarterly financial performance beat market expectations, and specifically, its core gaming and data center businesses did very well. This justifies NVDA's strong year-to-date 2021 share price performance as highlighted in the preceding section.\nThe company's total revenue expanded by +84% YoY and +13% QoQ to $5,661 million in the first quarter of fiscal 2022. This was the highest quarterly revenue in Nvidia's history, and NVDA's top line came in +5% better than what Wall Street analysts were forecasting. Nvidia Corporation's 1Q FY 2022 diluted non-GAAP (mainly adjusted for stock compensation and M&A-related expenses) earnings per share of $3.66 also represented impressive QoQ and YoY growth rates of +18% and +103%, respectively. The company's bottom line was +12% higher than market consensus' quarterly earnings per share forecasts.\nNotably, NVDA's key gaming and data center businesses drove the company's better-than-expected financial performance in the most recent quarter.\nThe gaming business' revenue grew by +11% QoQ and +106% YoY to $2,760 million in 1Q FY 2022. The robust growth for the gaming business was mainly attributable to higher gaming demand as a result of Work-From-Home or WFH tailwinds brought about by COVID-19, and the good performance of the company's new GeForce RTX 30 Series GPUs since its introduction to the market in September 2020. Cryptocurrency mining was also another tailwind for NVDA in 1Q FY 2022, which is detailed in the next section of this article.\nLooking ahead, a key growth driver for Nvidia's gaming business in the coming quarters is the recent launch of \"new GeForce RTX 3050 and GeForce RTX 3050 Ti laptops\" with more than 140 \"mass-market\" models available priced as low as $799, as per the company's May 11, 2021 media release.\nSeparately, sales for Nvidia Corporation's data center business increased by +79% YoY and +8% QoQ to $2,048 million in the first quarter of the current fiscal year, which was also a new historical high. It is also noteworthy that this is the sixth consecutive quarter that the data center business has set a new historical record in terms of quarterly revenue, which is indicative of the business' strong growth momentum.\nSpecifically, the completion of the acquisition of Mellanox Technologies in April 2020 has been the key driving force behind the excellent growth of Nvidia Corporation's data center business. According to Mellanox Technologies' corporate profile that is available on its website, the company is a \"supplier of end-to-end Ethernet and InfiniBand intelligent interconnect solutions and services for servers, storage, and hyper-converged infrastructure\", and Nvidia's hyperscale data center clients had strong demand for Mellanox Technologies' products. At the company's recent 1Q FY 2022 results briefing, NVDA also disclosed that it \"achieved key design wins and proof-of-concept trials for the NVIDIA BlueField-2 DPU (Data Processing Unit) with cloud service providers and consumer Internet companies.\"\nMoving forward, the increased adoption of the NVIDIA BlueField-2 A100 (\"a converged card that combines GPUs and DPUs\" based onmedia release) and the recent launch of the NVIDIA BlueField-3 DPU (referred to the \"first DPU built for AI and accelerated computing\" at company's recent earnings call) in April 2021, are expected to boost the future revenue growth prospects of the data center business.\nGiven that Nvidia Corporation benefited from WFH tailwinds to a large extent in FY 2021, it is no surprise that the market expects the company's top line and bottom line growth to slow in FY 2022 as per S&P Capital IQ estimates. Market consensus sees Nvidia Corporation's revenue growth moderating from +53% in FY 2021 to 49% in FY 2022, while sell-side analysts anticipate that NVDA's normalized earnings growth will go from +75% in the most recent fiscal year to +59% in the current fiscal year.\nMore importantly, I think that there could be downside to Nvidia Corporation's FY 2022 financial forecasts, which I elaborate on in the subsequent section.\nIs Nvidia A Good Buy Now?\nI don't think that Nvidia is a good buy now. As highlighted in an earlier section of the article, Nvidia Corporation's stock price is high and its valuations are rich. More significantly, I see downside risks for NVDA's FY 2022 earnings, which I explain below.\nNvidia's strong gaming business performance in 1Q FY 2022 was partly driven by cryptocurrency mining. The company acknowledged at its recent 1Q FY 2022 earnings call that its \"gaming (business) also benefited from crypto mining demand\", while emphasizing that \"it's hard to estimate exactly how much and where crypto mining is being done.\" Assuming that the price of cryptocurrencies drop significantly, demand for Nvidia's gaming GPUs could be adversely impacted. Notably, Nvidia's stock price fell to a \"16-month low\" in late-November 2018, after the price of bitcoin dropped by -30% in a week, according to a November 26, 2018PC Gamer article. The possibility of a repeat of such volatility in the price of cryptocurrencies and Nvidia's share price can't be ruled out.\nFor NVDA's other key data center business, the current semiconductor chip shortage situation is one to watch. Charlie Boyle, who is the general manager of the Nvidia DGX division,mentioned in a recent April 2021 interview with The Data Center Podcast that the data center business \"hasn't been short on CPUs or GPUs\" although \"it's taken a lot of extra work by the company's operations team to source other components.\" The chip shortage represents another potential downside risk to Nvidia Corporation's FY 2022 revenue & earnings, although it does not seem to be an issue for now.\nA stock is a good buy when its share price and valuation reflect relatively modest expectations, and there is a good chance of upside surprises. The reverse is true for Nvidia now i.e. lofty expectations and a high probability of downside surprises.\nIs Nvidia A Good Stock To Buy Now?\nI like Nvidia as a company and I am positive on its long-term growth trajectory. However, I don't see Nvidia as a good stock to buy now.\nAs per the chart below, Nvidia operates in fast-growing markets with lots of potential in the future. Things like virtual reality, augmented reality and artificial intelligence are important future trends, and Nvidia Corporation is a key beneficiary of such growth tailwinds. Separately, Nvidia's proposed acquisition of ARM Limited expected to conclude in early-2022, will help to address any semiconductor chip shortage issues in the medium term. Also, paying for the majority of ARM Limited acquisition consideration with its own shares (as opposed) is positive. From a capital allocation perspective, it is value-accretive to repurchase shares when one's shares are under-valued and issue shares (to drive future growth) when one's shares are over-valued.\nAn Overview Of Nvidia's Key Markets And Their Respective Growth Drivers\nSource: Nvidia's 1Q FY 2022 Investor Presentation Slides\nOn the flip side, as explained in the prior section of this article, growth expectations for Nvidia Corporation are very high, which translate into a high probability of earnings disappointment and valuation de-rating as a result.\nNvidia Corporation's key risks are a larger-than-expected decline in the price of cryptocurrencies which depresses gaming GPU demand, and the semiconductor chip shortage situation worsening to the point that it affects the company's data center business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580342534451795","authorId":"3580342534451795","name":"Ultraviolet","avatar":"https://static.tigerbbs.com/0a37729d59392a2fd9ac9c4dbe50e826","crmLevel":4,"crmLevelSwitch":0,"idStr":"3580342534451795","authorIdStr":"3580342534451795"},"content":"Like and comment","text":"Like and comment","html":"Like and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197736857,"gmtCreate":1621484962679,"gmtModify":1704358384563,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Long tech","listText":"Long tech","text":"Long tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/197736857","repostId":"1112258601","repostType":4,"repost":{"id":"1112258601","kind":"news","pubTimestamp":1621481351,"share":"https://ttm.financial/m/news/1112258601?lang=&edition=fundamental","pubTime":"2021-05-20 11:29","market":"us","language":"en","title":"‘Tapering’ Is Supposed to Be Bad for Tech. Why Did the Nasdaq Outperform the Dow?","url":"https://stock-news.laohu8.com/highlight/detail?id=1112258601","media":"barrons","summary":"Stocks dropped Wednesday as the Federal Reserve hinted at possible “tapering” in the minutes from it","content":"<p>Stocks dropped Wednesday as the Federal Reserve hinted at possible “tapering” in the minutes from its April meeting. That should have put an outsize dent into tech stocks, but that wasn’t the case.</p><p>The Dow Jones Industrial Average fell 164 points, or 0.5%, while the S&amp;P 500 declined 0.3%. The tech-heavy Nasdaq Composite dipped just 3.9 points, or 0.03%.</p><p>The Nasdaq’s outperformance was strange. The Federal Reserve released the minutes from its latest meeting at 2 p.m. Wednesday, and they contained a shocker—hints of ‘tapering,’ or reducing the size of, its asset purchases. The language wasn’t specific, simply saying “at some point in upcoming meetings,” and it was highly contingent on the U.S. economy continuing to strengthen. Still, less money going into the bond market would reduce bond prices and lift their yields, and that should put an outsize dent into the valuations of growth and technology companies, and boost the cyclical companies in the Dow.</p><p>But that’s not what happened. Just five Dow stocks finished higher Thursday— Salesforce.com (CRM), Intel (INTC), Microsoft (MSFT), Procter &amp; Gamble (PG), and Walmart (WMT)—while the Nasdaq’s bounce was led by Analog Devices (ADI) and Maxim Integrated Products (MXIM), which gained more than 4%.</p><p>For tech stocks, it might simply have been a case of “sell the rumor, buy the news.” Fears of inflation—and the tapering that would follow—have caused the Nasdaq to drop nearly 6% from its April all-time high, while the Dow had fallen just 2% from its own record.</p><p>Now that the minutes appear to have confirmed the possibility that the Fed might consider tapering—despite its protestations—investors might have moved on to other things, at least for one day. “It has been talked about, for a while, that once [the] taper announcement hits, the interest rate cloud over Tech would start to clear,” writes Dennis DeBusschere, head of portfolio strategy research at Evercore. “That could help explain the shot higher in Tech or Growth following the taper hint in the Fed minutes.”</p><p>It will take more than just a hint of tapering to keep tech moving higher, however. For that to happen, the 10-year Treasury yield, which jumped as high as 1.68% on Wednesday, can’t go much higher. If the yield were to move towards 2%, which wouldn’t be a shocker with the market pricing in 2%-plus inflation over the next five years, tech stocks would likely fall again.</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>‘Tapering’ Is Supposed to Be Bad for Tech. Why Did the Nasdaq Outperform the Dow?</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\">\n‘Tapering’ Is Supposed to Be Bad for Tech. Why Did the Nasdaq Outperform the Dow?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-nasdaq-beat-the-dow-despite-tapering-talk-heres-why-51621455819?mod=hp_LEAD_1><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks dropped Wednesday as the Federal Reserve hinted at possible “tapering” in the minutes from its April meeting. That should have put an outsize dent into tech stocks, but that wasn’t the case.The...</p>\n\n<a href=\"https://www.barrons.com/articles/the-nasdaq-beat-the-dow-despite-tapering-talk-heres-why-51621455819?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/the-nasdaq-beat-the-dow-despite-tapering-talk-heres-why-51621455819?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112258601","content_text":"Stocks dropped Wednesday as the Federal Reserve hinted at possible “tapering” in the minutes from its April meeting. That should have put an outsize dent into tech stocks, but that wasn’t the case.The Dow Jones Industrial Average fell 164 points, or 0.5%, while the S&P 500 declined 0.3%. The tech-heavy Nasdaq Composite dipped just 3.9 points, or 0.03%.The Nasdaq’s outperformance was strange. The Federal Reserve released the minutes from its latest meeting at 2 p.m. Wednesday, and they contained a shocker—hints of ‘tapering,’ or reducing the size of, its asset purchases. The language wasn’t specific, simply saying “at some point in upcoming meetings,” and it was highly contingent on the U.S. economy continuing to strengthen. Still, less money going into the bond market would reduce bond prices and lift their yields, and that should put an outsize dent into the valuations of growth and technology companies, and boost the cyclical companies in the Dow.But that’s not what happened. Just five Dow stocks finished higher Thursday— Salesforce.com (CRM), Intel (INTC), Microsoft (MSFT), Procter & Gamble (PG), and Walmart (WMT)—while the Nasdaq’s bounce was led by Analog Devices (ADI) and Maxim Integrated Products (MXIM), which gained more than 4%.For tech stocks, it might simply have been a case of “sell the rumor, buy the news.” Fears of inflation—and the tapering that would follow—have caused the Nasdaq to drop nearly 6% from its April all-time high, while the Dow had fallen just 2% from its own record.Now that the minutes appear to have confirmed the possibility that the Fed might consider tapering—despite its protestations—investors might have moved on to other things, at least for one day. “It has been talked about, for a while, that once [the] taper announcement hits, the interest rate cloud over Tech would start to clear,” writes Dennis DeBusschere, head of portfolio strategy research at Evercore. “That could help explain the shot higher in Tech or Growth following the taper hint in the Fed minutes.”It will take more than just a hint of tapering to keep tech moving higher, however. For that to happen, the 10-year Treasury yield, which jumped as high as 1.68% on Wednesday, can’t go much higher. If the yield were to move towards 2%, which wouldn’t be a shocker with the market pricing in 2%-plus inflation over the next five years, tech stocks would likely fall again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377667227,"gmtCreate":1619524826769,"gmtModify":1704725375457,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/377667227","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","kind":"highlight","pubTimestamp":1619484161,"share":"https://ttm.financial/m/news/2130522345?lang=&edition=fundamental","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p>\n<p>Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p>\n<p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p>\n<p>Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p>\n<p>Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p>\n<p>This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p>\n<p>AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p>\n<p>In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p>\n<p><b>What to expect</b></p>\n<p>Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p>\n<p>Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p>\n<p>Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p>\n<p><b>What analysts are saying</b></p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p>\n<p>\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p>\n<p>Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p>\n<p>\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p>\n<p>B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p>\n<p>For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p>\n<p>Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</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>AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced ...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345921348,"gmtCreate":1618273676384,"gmtModify":1704708389509,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/345921348","repostId":"1129466392","repostType":4,"repost":{"id":"1129466392","kind":"news","pubTimestamp":1618273095,"share":"https://ttm.financial/m/news/1129466392?lang=&edition=fundamental","pubTime":"2021-04-13 08:18","market":"us","language":"en","title":"Jim Cramer says Nvidia shares will ‘end up looking cheap’ next year as stock nears record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1129466392","media":"CNBC","summary":"KEY POINTS\n\nCNBC’s Jim Cramer recommended buying shares of Nvidia after shares rallied 5% Monday on ","content":"<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer recommended buying shares of Nvidia after shares rallied 5% Monday on new product announcements and a raised projection.\n“Nvidia’s stock looks expensive because the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/12/nearing-record-high-cramer-says-nvidia-will-look-cheap-next-year.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>Jim Cramer says Nvidia shares will ‘end up looking cheap’ next year as stock nears record high</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\">\nJim Cramer says Nvidia shares will ‘end up looking cheap’ next year as stock nears record high\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/12/nearing-record-high-cramer-says-nvidia-will-look-cheap-next-year.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer recommended buying shares of Nvidia after shares rallied 5% Monday on new product announcements and a raised projection.\n“Nvidia’s stock looks expensive because the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/12/nearing-record-high-cramer-says-nvidia-will-look-cheap-next-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.cnbc.com/2021/04/12/nearing-record-high-cramer-says-nvidia-will-look-cheap-next-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1129466392","content_text":"KEY POINTS\n\nCNBC’s Jim Cramer recommended buying shares of Nvidia after shares rallied 5% Monday on new product announcements and a raised projection.\n“Nvidia’s stock looks expensive because the company almost always beats the earnings estimates and beats them handily,” the “Mad Money” host said.\n“That means those projections are borderline irrelevant, people. The stock ultimately turns out to be cheap in retrospect,” he said.\n\nCNBC’s Jim Cramer said Monday it’s a mistake for investors to write Nvidia stock off as overvalued.\nThe U.S. chipmaker earlier unveiled new product launches and revealed it expects to beat profit estimates in the company’s current fiscal quarter.\n“Nvidia’s stock looks expensive because the company almost always beats the earnings estimates and beats them handily,” the “Mad Money” host said. “That means those projections are borderline irrelevant, people. The stock ultimately turns out to be cheap in retrospect”\nThe comments come after shares of Nvidia, which is valued at $377 billion, climbed more than 5%, closing at $608.36. Year to date, shares are up 16.5%.\n“Nobody in the world has a vision like [CEO] Jensen Huang, so Nvidia the stock lives on even though it pole-vaulted $32 today,” Cramer said. “I think it will end up looking cheap a year from now based on what the company’s actually going to earn, which will most likely be a lot more than predicted.”\nAmid a global supply shortage for semiconductors, Nvidia said it now figures total revenue for the first quarter will top the $5.3 billion it initially forecast.\nNvidia produces chips for a range of applications in various industries, including graphics, gaming and vehicle components.\nSome of Nvidia’s new offerings include a server chip called Grace and components used for artificial intelligence, chatbots, speech recognition and self-driving cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346458300,"gmtCreate":1618105549300,"gmtModify":1704706628838,"author":{"id":"3567832114052050","authorId":"3567832114052050","name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567832114052050","authorIdStr":"3567832114052050"},"themes":[],"htmlText":"Seriously&nbsp;","listText":"Seriously&nbsp;","text":"Seriously","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/346458300","repostId":"1172813317","repostType":4,"repost":{"id":"1172813317","kind":"news","pubTimestamp":1617975003,"share":"https://ttm.financial/m/news/1172813317?lang=&edition=fundamental","pubTime":"2021-04-09 21:30","market":"us","language":"en","title":"There’s a Lot of Potential Not Yet Priced Into Roblox Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1172813317","media":"InvestorPlace","summary":"RBLX stock's expensive looks could well be deceiving… in a good way\nFlashback to 14 months ago and R","content":"<p>RBLX stock's expensive looks could well be deceiving… in a good way</p>\n<p>Flashback to 14 months ago and&nbsp;<b>Roblox</b>&nbsp;(NYSE:<b><u>RBLX</u></b>) was valued at about $4 billion. Today, with the RBLX stock price at $69, the company has a market capitalization nine times as high.</p>\n<p>Those two facts alone underscore the potential skepticism toward RBLX stock since its initial public offering last month. Yes, there’s an intriguing story here. But valuation looks stretched. And there’s an obvious risk that usage will decline as the world returns to normal following the novel coronavirus pandemic.</p>\n<p>Neither risk should be ignored. RBLX stock is pricing in a good amount of growth. And it’s fair to have some concern about what performance looks like in 2021 — and beyond. But the reason why a $36 billion valuation makes sense, and might even be cheap, is that Roblox is just scratching the surface of its potential. And in recent years we’ve seen plenty of similar stories defy valuation concerns and provide significant returns. RBLX stock may well be next in line.</p>\n<p><b>Where Roblox is Now</b></p>\n<p>In 2020, Roblox&nbsp;averaged 32.6 million daily active users, according to its Form S-1/A filed with the U.S. Securities and Exchange Commission. Each user averaged roughly 2.6 hours on the platform. That’s impressive reach and engagement. Both figures grew sharply in 2020, with DAUs up 85% from 2019 and average daily engagement rising by roughly half an hour.</p>\n<p>Roblox’s growth last year was just as impressive. Revenue rose 82% to $924 million. But bookings — essentially the cash paid by users, not all of which is immediately recognized as revenue — soared 171% to $1.9 billion. Earnings don’t look particularly impressive — but, again, not all of 2020’s cash was recognized as revenue. So while Roblox posted a loss for the year, it generated over $400 million in free cash flow. That’s largely why the company&nbsp;chose a direct listing&nbsp;of RBLX stock, rather than selling shares in the IPO: it didn’t need to raise capital.</p>\n<p>Simply looking at 2020, it’s relatively obvious why there’s been so much optimism toward RBLX stock. Growth is impressive, the company is generating positive cash flow, and the opportunity is large. The question at $69 is whether that’s enough.</p>\n<p><b>Concerns About Valuation</b></p>\n<p>One obvious concern for&nbsp;RBLX stock is the valuation. Even with impressive performance last year, Roblox shares still trade at nearly 90x free cash flow, and almost 20x bookings. That aside, the business seems to have two key risks. The first is that 2020 performance was impressive — but unsustainable. Obviously, the pandemic played a key role here. Over half of DAUs are under 13 years old. School closures in particular no doubt helped spike 2020 results.</p>\n<p>The worry, then, is what happens when normalcy returns. Indeed, we’ve seen shares of other “pandemic winners” pull back amid the recovery, with&nbsp;<b>Zoom Video Communications</b>(NASDAQ:<b><u>ZM</u></b>) a notable example. Still, it’s not like Roblox came out of nowhere over night. In 2019, the company still generated revenue growth of 56% and a bookings increase of 39%.</p>\n<p>Free cash flow, too, was positive (though far more modest at just $15 million). Even though the valuation assigned to the business has soared, there was still an attractive profile before the pandemic.</p>\n<p>The second risk is broader: that Roblox is a bit faddish. The platform has been around since 2004, but growth has accelerated of late. And it’s come, again, from a mostly under age-13 demographic. That’s a demographic whose tastes change over time.</p>\n<p>As current users age out, Roblox needs new users to replace them. If those users find another online outlet — or simply are busy with other activities — DAUs begin to fall, and eventually revenue does the same. RBLX stock is not at all priced for that scenario.</p>\n<p><b>The Case for RBLX Stock</b></p>\n<p>The risks can’t be ignored. But neither can be the potential. Roblox simply has so much potential for growth. It can expand its demographic reach to the 13-18 age group, as well as adults. Advertising bookings are “minimal,” per the S-1/A filing, but Roblox plans to build out that revenue stream. Some 69% of revenue comes from the U.S. and Canada, leaving a substantial opportunity for international expansion. That includes&nbsp;a strategic partnership&nbsp;with&nbsp;<b>Tencent Music Entertainment</b>(NYSE:<b><u>TME</u></b>) in China.</p>\n<p>More importantly, there’s still so much more that Roblox can be. It’s a hybrid social-gaming platform, which provides what the company calls “human co-experience.” Could companies host virtual meetings on the platform — or virtual tours of their properties? Could museums build 3-D models of historical sites? What other myriad use cases will the thousands of developers find? Aspects of the RBLX case echo those of other big growth winners in recent years.</p>\n<p><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>), too, has seen optimism toward expansion of its platform beyond its legacy device business. It’s still not clear exactly what Roku will look like in a few years, but the potential has created massive returns in ROKU stock. The advertising opportunity echoes that facing&nbsp;<b>Amazon</b>&nbsp;(NASDAQ:<b><u>AMZN</u></b>) a few years back.</p>\n<p>International expansion and per-user revenue increases have underpinned the huge rally in&nbsp;<b>Snap</b>(NYSE:<b><u>SNAP</u></b>). The case for RBLX stock is much like those growth winners. If the company can post a strong 2021 and dispel worries about the pandemic boost, it will be the next one.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There’s a Lot of Potential Not Yet Priced Into Roblox Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThere’s a Lot of Potential Not Yet Priced Into Roblox Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/theres-lot-potential-not-yet-priced-rblx-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>RBLX stock's expensive looks could well be deceiving… in a good way\nFlashback to 14 months ago and Roblox (NYSE:RBLX) was valued at about $4 billion. Today, with the RBLX stock price at $69, the ...</p>\n\n<a href=\"https://investorplace.com/2021/04/theres-lot-potential-not-yet-priced-rblx-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://investorplace.com/2021/04/theres-lot-potential-not-yet-priced-rblx-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172813317","content_text":"RBLX stock's expensive looks could well be deceiving… in a good way\nFlashback to 14 months ago and Roblox (NYSE:RBLX) was valued at about $4 billion. Today, with the RBLX stock price at $69, the company has a market capitalization nine times as high.\nThose two facts alone underscore the potential skepticism toward RBLX stock since its initial public offering last month. Yes, there’s an intriguing story here. But valuation looks stretched. And there’s an obvious risk that usage will decline as the world returns to normal following the novel coronavirus pandemic.\nNeither risk should be ignored. RBLX stock is pricing in a good amount of growth. And it’s fair to have some concern about what performance looks like in 2021 — and beyond. But the reason why a $36 billion valuation makes sense, and might even be cheap, is that Roblox is just scratching the surface of its potential. And in recent years we’ve seen plenty of similar stories defy valuation concerns and provide significant returns. RBLX stock may well be next in line.\nWhere Roblox is Now\nIn 2020, Roblox averaged 32.6 million daily active users, according to its Form S-1/A filed with the U.S. Securities and Exchange Commission. Each user averaged roughly 2.6 hours on the platform. That’s impressive reach and engagement. Both figures grew sharply in 2020, with DAUs up 85% from 2019 and average daily engagement rising by roughly half an hour.\nRoblox’s growth last year was just as impressive. Revenue rose 82% to $924 million. But bookings — essentially the cash paid by users, not all of which is immediately recognized as revenue — soared 171% to $1.9 billion. Earnings don’t look particularly impressive — but, again, not all of 2020’s cash was recognized as revenue. So while Roblox posted a loss for the year, it generated over $400 million in free cash flow. That’s largely why the company chose a direct listing of RBLX stock, rather than selling shares in the IPO: it didn’t need to raise capital.\nSimply looking at 2020, it’s relatively obvious why there’s been so much optimism toward RBLX stock. Growth is impressive, the company is generating positive cash flow, and the opportunity is large. The question at $69 is whether that’s enough.\nConcerns About Valuation\nOne obvious concern for RBLX stock is the valuation. Even with impressive performance last year, Roblox shares still trade at nearly 90x free cash flow, and almost 20x bookings. That aside, the business seems to have two key risks. The first is that 2020 performance was impressive — but unsustainable. Obviously, the pandemic played a key role here. Over half of DAUs are under 13 years old. School closures in particular no doubt helped spike 2020 results.\nThe worry, then, is what happens when normalcy returns. Indeed, we’ve seen shares of other “pandemic winners” pull back amid the recovery, with Zoom Video Communications(NASDAQ:ZM) a notable example. Still, it’s not like Roblox came out of nowhere over night. In 2019, the company still generated revenue growth of 56% and a bookings increase of 39%.\nFree cash flow, too, was positive (though far more modest at just $15 million). Even though the valuation assigned to the business has soared, there was still an attractive profile before the pandemic.\nThe second risk is broader: that Roblox is a bit faddish. The platform has been around since 2004, but growth has accelerated of late. And it’s come, again, from a mostly under age-13 demographic. That’s a demographic whose tastes change over time.\nAs current users age out, Roblox needs new users to replace them. If those users find another online outlet — or simply are busy with other activities — DAUs begin to fall, and eventually revenue does the same. RBLX stock is not at all priced for that scenario.\nThe Case for RBLX Stock\nThe risks can’t be ignored. But neither can be the potential. Roblox simply has so much potential for growth. It can expand its demographic reach to the 13-18 age group, as well as adults. Advertising bookings are “minimal,” per the S-1/A filing, but Roblox plans to build out that revenue stream. Some 69% of revenue comes from the U.S. and Canada, leaving a substantial opportunity for international expansion. That includes a strategic partnership with Tencent Music Entertainment(NYSE:TME) in China.\nMore importantly, there’s still so much more that Roblox can be. It’s a hybrid social-gaming platform, which provides what the company calls “human co-experience.” Could companies host virtual meetings on the platform — or virtual tours of their properties? Could museums build 3-D models of historical sites? What other myriad use cases will the thousands of developers find? Aspects of the RBLX case echo those of other big growth winners in recent years.\nRoku(NASDAQ:ROKU), too, has seen optimism toward expansion of its platform beyond its legacy device business. It’s still not clear exactly what Roku will look like in a few years, but the potential has created massive returns in ROKU stock. The advertising opportunity echoes that facing Amazon (NASDAQ:AMZN) a few years back.\nInternational expansion and per-user revenue increases have underpinned the huge rally in Snap(NYSE:SNAP). The case for RBLX stock is much like those growth winners. If the company can post a strong 2021 and dispel worries about the pandemic boost, it will be the next one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}