BigCow personal page - To The Moon

BigCow

BigCow

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2022-02-18

$Tiger Brokers(TIGR)$no worries, long

2022-03-22

$Tiger Brokers(TIGR)$No hurry to let it go, ride along for now [Observation]

2022-03-18

$Tiger Brokers(TIGR)$Pretty solid, but nowhere near previous high yet [Observation]

2023-02-04

Looking at the current trend, there still seems to be room to run

2022-12-16

$Alibaba(09988)$ share

2022-05-08

$Tiger Brokers(TIGR)$like

2022-04-15

Ok

Cathie Wood's ARK Invest Trades for 4/14: Buy Another 793,698‬ Shares of Ginkgo Bioworks

2022-04-24

Like

Alibaba Vs. Amazon Stock: Back To Fundamentals

2022-04-18

Like

Netflix, Tesla Earnings: What to Know in Markets This Week

2022-04-17

9k

2 Top Stocks to Buy in April and Hold Forever

2021-02-04

$Senseonics(SENS)$Optimistic

2022-07-29

$Alibaba(09988)$share

2022-06-06

$Tiger Brokers(TIGR)$usually after a day like this...look forward to next few days as well [Miser] [USD]

2022-05-13

$Tiger Brokers(TIGR)$share

2022-05-01

$Alibaba(09988)$like

2022-04-23

Ok

Netflix Is the S&P 500's Worst Performer This Week -- Here Are the Next 14

2022-04-23

Like

Will Nvidia Be a Trillion-Dollar Stock by 2025?

2022-04-19

$KraneShares CSI China Internet ETF(KWEB)$like

2022-03-17

$Tiger Brokers(TIGR)$[Bless]

2022-12-26

Singapore always🔥🔥

Go to Tiger App to see more news

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sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316632496009496","repostId":"316221981946056","repostType":1,"repost":{"id":316221981946056,"gmtCreate":1718232497622,"gmtModify":1718280540656,"author":{"id":"3563403080322781","authorId":"3563403080322781","name":"REIT_TIREMENT","avatar":"https://community-static.tradeup.com/news/381ca0896f0eb590f2877daa435bff15","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563403080322781","authorIdStr":"3563403080322781"},"themes":[],"title":"Singapore Retail Focused REITs Comparison @ 9 June 2024","htmlText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> <a href=\"https://ttm.financial/S/J69U.SI\">$Frasers Cpt Tr(J69U.SI)$</a> <a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Reit(JYEU.SI)$</a> <a href=\"https://ttm.financial/S/P40U.SI\">$StarhillGbl Reit(P40U.SI)$</a> <a href=\"https://ttm.financial/S/SK6U.SI\">$PARAGON REIT(SK6U.SI)$</a> Below is a comparison using the latest data from comparison tables on&nbsp;SREITs Data&nbsp;page. The most favorable figures are marked in&nbsp;blue&nbsp;and given a&nbsp;+1&nbsp;score, while the least favorable are in&nbsp;red&nbsp;with&nbsp;a&nbsp;-1&nbsp;score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure.&nbsp; Overall Ranking Now, let's d","listText":"<a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$</a> <a href=\"https://ttm.financial/S/J69U.SI\">$Frasers Cpt Tr(J69U.SI)$</a> <a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Reit(JYEU.SI)$</a> <a href=\"https://ttm.financial/S/P40U.SI\">$StarhillGbl Reit(P40U.SI)$</a> <a href=\"https://ttm.financial/S/SK6U.SI\">$PARAGON REIT(SK6U.SI)$</a> Below is a comparison using the latest data from comparison tables on&nbsp;SREITs Data&nbsp;page. The most favorable figures are marked in&nbsp;blue&nbsp;and given a&nbsp;+1&nbsp;score, while the least favorable are in&nbsp;red&nbsp;with&nbsp;a&nbsp;-1&nbsp;score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure.&nbsp; Overall Ranking Now, let's d","text":"$CapLand IntCom T(C38U.SI)$ $Frasers Cpt Tr(J69U.SI)$ $Lendlease Reit(JYEU.SI)$ $StarhillGbl Reit(P40U.SI)$ $PARAGON REIT(SK6U.SI)$ Below is a comparison using the latest data from comparison tables on SREITs Data page. The most favorable figures are marked in blue and given a +1 score, while the least favorable are in red with a -1 score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure. Overall Ranking Now, let's d","images":[{"img":"https://community-static.tradeup.com/news/001a7c4daf2d95e06dcadfde6ef02bbe","width":"1417","height":"727"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316221981946056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957632915,"gmtCreate":1677205438137,"gmtModify":1677205443111,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"All the best&nbsp;[Happy]&nbsp;","listText":"All the best&nbsp;[Happy]&nbsp;","text":"All the best [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957632915","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955280681,"gmtCreate":1675446642343,"gmtModify":1676539003873,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Tiger coins are cool and easy&nbsp;way to earn rewards 😍","listText":"Tiger coins are cool and easy&nbsp;way to earn rewards 😍","text":"Tiger coins are cool and easy way to earn rewards 😍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955280681","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955280830,"gmtCreate":1675446566421,"gmtModify":1676539003870,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Looking at the current trend, there still seems to be room to run","listText":"Looking at the current trend, there still seems to be room to run","text":"Looking at the current trend, there still seems to be room to run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9955280830","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955280166,"gmtCreate":1675446527256,"gmtModify":1676539003866,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Seems like a good opportunity to add 😎","listText":"Seems like a good opportunity to add 😎","text":"Seems like a good opportunity to add 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955280166","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955809706,"gmtCreate":1675306725806,"gmtModify":1676538991525,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Seems like a strong rally, heading to $200","listText":"Seems like a strong rally, heading to $200","text":"Seems like a strong rally, heading to $200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955809706","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955809427,"gmtCreate":1675306683769,"gmtModify":1676538991520,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Aways a good time to add 😎","listText":"Aways a good time to add 😎","text":"Aways a good time to add 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955809427","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952774174,"gmtCreate":1675043082199,"gmtModify":1676538971467,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>To a happy and exciting year ahead 🎉🎉","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>To a happy and exciting year ahead 🎉🎉","text":"$Straits Times Index(STI.SI)$ To a happy and exciting year ahead 🎉🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952774174","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956706855,"gmtCreate":1674181977478,"gmtModify":1676538928213,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"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/9956706855","repostId":"2304760126","repostType":2,"repost":{"id":"2304760126","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":1674179130,"share":"https://ttm.financial/m/news/2304760126?lang=&edition=fundamental","pubTime":"2023-01-20 09:45","market":"us","language":"en","title":"Ark's Wood Remains Bullish on Tesla, Says Oil Stock Rally “Defying Logic”","url":"https://stock-news.laohu8.com/highlight/detail?id=2304760126","media":"Reuters","summary":"(Reuters) - Star stock picker Cathie Wood of Ark Invest suggested the rally in energy stocks will so","content":"<html><head></head><body><p>(Reuters) - Star stock picker Cathie Wood of Ark Invest suggested the rally in energy stocks will soon end and reiterated her bullish view on electric vehicle maker Tesla Inc    in a webinar on Thursday.</p><p>Wood, whose $6.8 billion ARK Innovation Fund    is up 15% for the year to date, was badly bruised last year by the Federal Reserve&#39;s aggressive pace of interest rate hikes that weighed heavily on the sort of technology stocks she focuses on.</p><p>Yet the rally energy stocks over the last six months despite the roughly 30% decline in the price of oil suggests that the market is now over-valuing value stocks, she said.</p><p>&#34;The market is defying logic from our point of view,&#34; she said.</p><p>The widely-owned Energy Select Sector SPDR Fund   , which tracks the shares of energy companies, rose 1.2% Thursday and is up nearly 40% over the last 12 months.</p><p>Tesla, meanwhile, will continue to take market share as global oil demand falls by 30% or more over the next five years, Wood estimated.</p><p>The company&#39;s recent moves to lower its prices will likely continue &#34;aggressively&#34; and put pressure on other automakers to match them, hurting its competitors &#34;significantly,&#34; she said.</p><p>&#34;We are as bullish about Tesla as we have ever been,&#34; she said.</p><p>Wood&#39;s ARK Innovation fund fell 3.2% on Thursday while the benchmark S&amp;P 500 fell nearly 0.8%. The fund fell nearly 67% in 2022, leaving it among the worst performing U.S. equity funds tracked by Morningstar.</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>Ark's Wood Remains Bullish on Tesla, Says Oil Stock Rally “Defying Logic”</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\">\nArk's Wood Remains Bullish on Tesla, Says Oil Stock Rally “Defying Logic”\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\">2023-01-20 09:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Star stock picker Cathie Wood of Ark Invest suggested the rally in energy stocks will soon end and reiterated her bullish view on electric vehicle maker Tesla Inc    in a webinar on Thursday.</p><p>Wood, whose $6.8 billion ARK Innovation Fund    is up 15% for the year to date, was badly bruised last year by the Federal Reserve&#39;s aggressive pace of interest rate hikes that weighed heavily on the sort of technology stocks she focuses on.</p><p>Yet the rally energy stocks over the last six months despite the roughly 30% decline in the price of oil suggests that the market is now over-valuing value stocks, she said.</p><p>&#34;The market is defying logic from our point of view,&#34; she said.</p><p>The widely-owned Energy Select Sector SPDR Fund   , which tracks the shares of energy companies, rose 1.2% Thursday and is up nearly 40% over the last 12 months.</p><p>Tesla, meanwhile, will continue to take market share as global oil demand falls by 30% or more over the next five years, Wood estimated.</p><p>The company&#39;s recent moves to lower its prices will likely continue &#34;aggressively&#34; and put pressure on other automakers to match them, hurting its competitors &#34;significantly,&#34; she said.</p><p>&#34;We are as bullish about Tesla as we have ever been,&#34; she said.</p><p>Wood&#39;s ARK Innovation fund fell 3.2% on Thursday while the benchmark S&amp;P 500 fell nearly 0.8%. The fund fell nearly 67% in 2022, leaving it among the worst performing U.S. equity funds tracked by Morningstar.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","ARKF":"ARK Fintech Innovation ETF","LU0823414478.USD":"法巴经典能源转换基金","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","ARKK":"ARK Innovation ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304760126","content_text":"(Reuters) - Star stock picker Cathie Wood of Ark Invest suggested the rally in energy stocks will soon end and reiterated her bullish view on electric vehicle maker Tesla Inc    in a webinar on Thursday.Wood, whose $6.8 billion ARK Innovation Fund    is up 15% for the year to date, was badly bruised last year by the Federal Reserve's aggressive pace of interest rate hikes that weighed heavily on the sort of technology stocks she focuses on.Yet the rally energy stocks over the last six months despite the roughly 30% decline in the price of oil suggests that the market is now over-valuing value stocks, she said.\"The market is defying logic from our point of view,\" she said.The widely-owned Energy Select Sector SPDR Fund   , which tracks the shares of energy companies, rose 1.2% Thursday and is up nearly 40% over the last 12 months.Tesla, meanwhile, will continue to take market share as global oil demand falls by 30% or more over the next five years, Wood estimated.The company's recent moves to lower its prices will likely continue \"aggressively\" and put pressure on other automakers to match them, hurting its competitors \"significantly,\" she said.\"We are as bullish about Tesla as we have ever been,\" she said.Wood's ARK Innovation fund fell 3.2% on Thursday while the benchmark S&P 500 fell nearly 0.8%. 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worries, long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094433323","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034787600,"gmtCreate":1647964586609,"gmtModify":1676534286249,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>No hurry to let it go, ride along for now&nbsp;[Observation]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>No hurry to let it go, ride along for now&nbsp;[Observation]&nbsp;","text":"$Tiger Brokers(TIGR)$No hurry to let it go, ride along for now [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034787600","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035268350,"gmtCreate":1647612386530,"gmtModify":1676534250686,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Pretty solid, but nowhere near previous high yet&nbsp;[Observation]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Pretty solid, but nowhere near previous high yet&nbsp;[Observation]&nbsp;","text":"$Tiger Brokers(TIGR)$Pretty solid, but nowhere near previous high yet [Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035268350","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955280830,"gmtCreate":1675446566421,"gmtModify":1676539003870,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Looking at the current trend, there still seems to be room to run","listText":"Looking at the current trend, there still seems to be room to run","text":"Looking at the current trend, there still seems to be room to run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9955280830","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928985031,"gmtCreate":1671167740523,"gmtModify":1676538502833,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>share","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$ &nbsp;</a>share","text":"$Alibaba(09988)$ share","images":[{"img":"https://community-static.tradeup.com/news/1e4d3207436cd5653258ae5878661f5c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928985031","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062009149,"gmtCreate":1651974472981,"gmtModify":1676535005766,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>like","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>like","text":"$Tiger Brokers(TIGR)$like","images":[{"img":"https://community-static.tradeup.com/news/38a6da571e02a46f8ff8a5ca646513d5","width":"1080","height":"3624"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062009149","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089264374,"gmtCreate":1649995349316,"gmtModify":1676534625804,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089264374","repostId":"1137513284","repostType":4,"repost":{"id":"1137513284","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649991579,"share":"https://ttm.financial/m/news/1137513284?lang=&edition=fundamental","pubTime":"2022-04-15 10:59","market":"us","language":"en","title":"Cathie Wood's ARK Invest Trades for 4/14: Buy Another 793,698‬ Shares of Ginkgo Bioworks","url":"https://stock-news.laohu8.com/highlight/detail?id=1137513284","media":"Tiger Newspress","summary":"Markets futures pushed higher on Tuesday evening in anticipation of earnings coming early on Wednesd","content":"<html><head></head><body><p>Markets futures pushed higher on Tuesday evening in anticipation of earnings coming early on Wednesday. ARK Funds were somewhat mixed on Tuesday. ARKG performed the best out of the group, with a 0.9% gain on the day, while ARKF did the worst, down 1.4%. The gains from the past year are slowly sliding away, but Cathie Wood may have something up her sleeve, as she is constantly reshuffling her ETFs to stand up to market headwinds.</p><p>ARK Invest has been the talk of Wall Street over the past couple of years, outperforming the market and solidifying its place among the big players in the investments world. Wood is the founder and head of this investment house, and many have compared her rising star to the likes of Warren Buffett.</p><p><b>Cathie Wood&#39;s ARK Invest Buys for 4/14</b></p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund:<b>NO BUYS</b></p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable buys in this fund:<b>13,763 shares of Intellia Therapeutics, 13,409 shares of Beam Therapeutics, 173,826 shares of Ginkgo Bioworks.</b></p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable purchases in this fund:<b>38,691 shares of Beam Therapeutics, 43,968 shares of Intellia Therapeutics, 15,114 shares of Stratasys, 619,872 shares of Ginkgo Bioworks,</b> <b>10,052 shares of</b> <b>2U.</b></p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable purchases in the fund:<b>327 shares of Stratasys,</b> <b>124 shares of</b> <b>2U.</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable purchases in the fund:<b>2,056 shares of</b> <b>2U.</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Notable trades in the fund:<b>NO BUYS</b></p><p><b>Cathie Wood&#39;s ARK Invest Sells for 4/14</b></p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here is a notable sale in this fund:<b>NO SALES</b></p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here is a notable sale in this fund:<b>NO SALES</b></p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are the notable sales in this fund:<b>NO SALES</b></p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are a couple of notable trades in the fund:<b>NO SALES</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable sales in this fund:<b>NO SALES</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. A notable sale in this fund:<b>NO SALES.</b></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>Cathie Wood's ARK Invest Trades for 4/14: Buy Another 793,698‬ Shares of Ginkgo Bioworks</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's ARK Invest Trades for 4/14: Buy Another 793,698‬ Shares of Ginkgo Bioworks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-15 10:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Markets futures pushed higher on Tuesday evening in anticipation of earnings coming early on Wednesday. ARK Funds were somewhat mixed on Tuesday. ARKG performed the best out of the group, with a 0.9% gain on the day, while ARKF did the worst, down 1.4%. The gains from the past year are slowly sliding away, but Cathie Wood may have something up her sleeve, as she is constantly reshuffling her ETFs to stand up to market headwinds.</p><p>ARK Invest has been the talk of Wall Street over the past couple of years, outperforming the market and solidifying its place among the big players in the investments world. Wood is the founder and head of this investment house, and many have compared her rising star to the likes of Warren Buffett.</p><p><b>Cathie Wood&#39;s ARK Invest Buys for 4/14</b></p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund:<b>NO BUYS</b></p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable buys in this fund:<b>13,763 shares of Intellia Therapeutics, 13,409 shares of Beam Therapeutics, 173,826 shares of Ginkgo Bioworks.</b></p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable purchases in this fund:<b>38,691 shares of Beam Therapeutics, 43,968 shares of Intellia Therapeutics, 15,114 shares of Stratasys, 619,872 shares of Ginkgo Bioworks,</b> <b>10,052 shares of</b> <b>2U.</b></p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable purchases in the fund:<b>327 shares of Stratasys,</b> <b>124 shares of</b> <b>2U.</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable purchases in the fund:<b>2,056 shares of</b> <b>2U.</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Notable trades in the fund:<b>NO BUYS</b></p><p><b>Cathie Wood&#39;s ARK Invest Sells for 4/14</b></p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here is a notable sale in this fund:<b>NO SALES</b></p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here is a notable sale in this fund:<b>NO SALES</b></p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are the notable sales in this fund:<b>NO SALES</b></p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are a couple of notable trades in the fund:<b>NO SALES</b></p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable sales in this fund:<b>NO SALES</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. A notable sale in this fund:<b>NO SALES.</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF","NTLA":"Intellia Therapeutics Inc","SSYS":"Stratasys","ARKK":"ARK Innovation ETF","BEAM":"Beam Therapeutics, Inc.","DNA":"Ginkgo Bioworks Holdings Inc.","ARKQ":"ARK Autonomous Technology & Robotics ETF","TWOU":"2U Inc","ARKW":"ARK Next Generation Internation ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137513284","content_text":"Markets futures pushed higher on Tuesday evening in anticipation of earnings coming early on Wednesday. ARK Funds were somewhat mixed on Tuesday. ARKG performed the best out of the group, with a 0.9% gain on the day, while ARKF did the worst, down 1.4%. The gains from the past year are slowly sliding away, but Cathie Wood may have something up her sleeve, as she is constantly reshuffling her ETFs to stand up to market headwinds.ARK Invest has been the talk of Wall Street over the past couple of years, outperforming the market and solidifying its place among the big players in the investments world. Wood is the founder and head of this investment house, and many have compared her rising star to the likes of Warren Buffett.Cathie Wood's ARK Invest Buys for 4/14The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund:NO BUYSARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable buys in this fund:13,763 shares of Intellia Therapeutics, 13,409 shares of Beam Therapeutics, 173,826 shares of Ginkgo Bioworks.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable purchases in this fund:38,691 shares of Beam Therapeutics, 43,968 shares of Intellia Therapeutics, 15,114 shares of Stratasys, 619,872 shares of Ginkgo Bioworks, 10,052 shares of 2U.ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable purchases in the fund:327 shares of Stratasys, 124 shares of 2U.ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable purchases in the fund:2,056 shares of 2U.Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Notable trades in the fund:NO BUYSCathie Wood's ARK Invest Sells for 4/14The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here is a notable sale in this fund:NO SALESARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here is a notable sale in this fund:NO SALESARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are the notable sales in this fund:NO SALESARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are a couple of notable trades in the fund:NO SALESARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable sales in this fund:NO SALESArk Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. A notable sale in this fund:NO SALES.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085790575,"gmtCreate":1650763925661,"gmtModify":1676534787849,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085790575","repostId":"2229416577","repostType":2,"repost":{"id":"2229416577","kind":"news","pubTimestamp":1650684004,"share":"https://ttm.financial/m/news/2229416577?lang=&edition=fundamental","pubTime":"2022-04-23 11:20","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA&#39;s stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN&#39;s stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA&#39;s EBIT profit margin is almost twice that of Amazon - not only shows BABA&#39;s superior profitability (and AMZN&#39;s concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&amp;D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&amp;D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>.</p><p>So let&#39;s first see how well and sustainably BABA and AMZN can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&amp;D in recent years. AMZN didn&#39;t spend meaningfully on R&amp;D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&amp;D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&amp;D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett&#39;s $1 test on R&amp;D expenses. Advised by Buffett, we do not only listen to CEOs&#39; pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN&#39;s cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&amp;D yield for both has been remarkably consistent although at different levels. In BABA&#39;s case, its R&amp;D yield has been steady around an average of $3.3 in recent years. This level of R&amp;D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&amp;D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&amp;D yield in this group is Apple (AAPL), which generates an R&amp;D yield of $4.7 of profit output from every $1 of R&amp;D expenses.</p><p>AMZN&#39;s R&amp;D yield of $0.9, on the other hand, is substantially lower than BABA&#39;s and is also the lowest among the FAAMG group. And note that since AMZN didn&#39;t spend meaningfully on R&amp;D before 2016, we only started reporting its R&amp;D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&amp;D efforts sustainably and also dive into some of the specific R&amp;D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China&#39;s tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN&#39;s ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it&#39;s not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it&#39;s easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it&#39;s projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure &#34;pay per use&#34; model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA&#39;s case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&amp;D yield and high ROCE. Similarly, AMZN&#39;s AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN&#39;s also announced the planned $8.45 billion purchase of MGM Movie Studios, and I&#39;m optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world&#39;s unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&amp;D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA&#39;s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (&#34;FCF&#34;) deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA&#39;s price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&amp;D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. Amazon Stock: Back To Fundamentals</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\">\nAlibaba Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081595919,"gmtCreate":1650250369396,"gmtModify":1676534679222,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081595919","repostId":"2228379987","repostType":4,"repost":{"id":"2228379987","kind":"news","pubTimestamp":1650237595,"share":"https://ttm.financial/m/news/2228379987?lang=&edition=fundamental","pubTime":"2022-04-18 07:19","market":"us","language":"en","title":"Netflix, Tesla Earnings: What to Know in Markets This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2228379987","media":"Yahoo Finance","summary":"This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting","content":"<html><head></head><body><p>This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.</p><p>Two of the major names reporting this week will include Netflix (NFLX) and Tesla (TSLA), offering an early look at how some of the mega-cap technology companies performed in the early part of the year.</p><p>The other names set to report this week will span a range of industries, broadening out from last week&#39;s bank-dominated results. Companies including United Airlines (UAL), American Express (AXP), Johnson &amp; Johnson (JNJ) and Kimberly-Clark (KMB) are each on deck to report in the coming days.</p><p>For earnings season so far, results have been mixed, albeit heavily skewed toward the slew of financial names that reported last week including JPMorgan Chase (JPM) and Goldman Sachs (GS). About 7% of S&amp;P 500 index components have reported actual Q1 results so far, and 77% of these have topped Wall Street&#39;s earnings per share (EPS) estimates, matching the five-year average percentage, according to data from FactSet. The estimated earnings growth rate for the index currently stands at 5.1%, which if carried through the rest of the season would mark the lowest earnings growth rate for the index since the fourth quarter of 2020.</p><h2><b>Netflix earnings</b></h2><p>Netflix is set to report results on Tuesday, with investors closely watching for further signs of a slowdown in the streaming giant&#39;s growth after a pandemic-era surge in subscriber numbers.</p><p>Analysts&#39; consensus estimates are looking for Netflix to have added about 2.51 million subscribers for the first quarter, which would mark the least since the second quarter of 2021. This would bring Netflix&#39;s total subscribers to just under 225 million. In the same quarter last year, subscribers grew by nearly 4 million.</p><p>Though Netflix has already seen subscriber growth slow sharply from a pandemic-era peak, the streaming giant&#39;s exit from Russia in early March is also set to further contribute to the deceleration. The Los Gatos, Calif.-based company suspended operations in Russia on March 6 over the country&#39;s invasion of Ukraine, and since then, analysts further trimmed their subscriber estimates.</p><p>&#34;We now expect paid net adds of 1.45MM, below guide of 2.5MM given Russia suspension (~1MM subs),&#34; Cowen analyst John Blackledge wrote in a note last week. The firm also lowered its price target on Netflix to $590 a share from $600 previously, on account of the lower subscriber growth forecast.</p><p>Other analysts also suggested that Netflix&#39;s churn, or subscriber losses, could increase in the quarter after the company announced a price increase for subscribers in the U.S. and Canada in January. But revenue pulled from these price increases could also be used to help Netflix build out bigger content slates and drive growth in less saturated markets internationally, others pointed out.</p><p>&#34;Netflix appears to be nearing a ceiling on UCAN (U.S. and Canada) subscribers, and is pulling new levers to lower churn,&#34; Wedbush analyst Michael Pachter wrote in a note. &#34;Subscription price increases in the West should fuel additional content production and growth in other regions, and our bias is that cash flow will turn positive in 2022 and beyond, as management has guided. However, subscriber growth will likely occur primarily in less developed regions at lower subscription prices, with Western subscribers paying higher rates to fund new content.&#34;</p><p>&#34;Content dumps, where all episodes of a new season are delivered at the same instant, will likely keep churn high, as price conscious consumers can swap out of Netflix and shift to a competitor service after viewing the content they desire,&#34; he added. &#34;Sustainable profit growth should continue so long as Netflix is able to continue raising subscription prices, but competition may limit future price increases.&#34;</p><p>Overall, Netflix is expected to report GAAP earnings of $2.91 per share on revenue of $7.95 billion, which on the top line would represent just a 11% increase over last year. In the same quarter in 2021, revenue grew 24%.</p><p>Shares of Netflix have fallen 43% for the year-to-date in 2022, underperforming against the S&amp;P 500&#39;s 7.8% drop over that same period.</p><h2>Tesla earnings</h2><p>Meanwhile, another major company set to report results this week will be Tesla.</p><p>The electric vehicle maker is scheduled to post its quarterly report Wednesday after market close. Ahead of these results, Tesla announced record deliveries of more than 310,000 during the first three months of this year. That represented a 68% jump over last year&#39;s deliveries. Tesla has sought to average 50% growth in annual vehicle deliveries.</p><p>Production, however, slipped slightly on a quarter-over-quarter basis, with output coming in at 305,407 for the first quarter compared to 305,840 during the final three months of 2021. Tesla, like many other automakers, has continued to grapple with lingering supply chain challenges and rising input costs, leading CEO Elon Musk to suggest that the company may begin mining its own lithium for batteries as metal prices soar.</p><p>&#34;Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,&#34; Wedbush analyst Dan Ives wrote in a note. &#34;The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.&#34;</p><p>Just earlier this month, Tesla officially began delivering its first Texas-made vehicles from its new Austin Gigafactory. At Tesla&#39;s &#34;Cyber Rodeo&#34; launch party on April 7, Musk said the facility was aiming to begin building the Tesla Cybertruck starting in 2023 and has targeted making 500,000 units of the Model Y per year.</p><p>The newly made U.S. Gigafactory is set to be pivotal in helping Tesla further ramp production and help meet demand domestically, especially given snarls internationally as Tesla&#39;s Shanghai Gigafactory closed for weeks due to a COVID outbreak in the region.</p><p><i>&#34;</i>We believe by the end of 2022 Tesla will have the run rate capacity for overall ~2 million units annually from roughly 1 million today,&#34; Ives added. &#34;While the China zero COVID policy is causing shutdowns in Shanghai for Tesla (and others) and remains a worrying trend if it continues, seeing the forest through the trees with Austin and Berlin now live and ramping, Musk &amp; Co. will continue to flex its distribution muscles in the EV landscape while many other automakers struggle to get things off the ground.&#34;</p><p>While Tesla shares have outperformed the S&amp;P 500 for the year-to-date, the stock came under pressure on Thursday after Musk disclosed he made an offer to buy social media company <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) for $54.20 per share, or about $43 billion in cash. Many have noted Musk would likely have to sell Tesla shares in order to finance the deal if it were to go through.</p><p>In Tesla&#39;s first-quarter results, Wall Street is looking for the company to post adjusted earnings of $2.27 per share on revenue of $17.85 billion, representing sales growth of 65%.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b>NAHB Housing Market Index, April (77 expected, 79 in March)</p></li><li><p><b>Tuesday: </b>Housing starts, March (1.745 million expected, 1.769 million in February); Building permits, March (1.830 million expected, 1.859 million in February)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended April 15 (-1.3% during prior week); Existing home sales, March (5.78 million expected, 6.02 million in February); Federal Reserve releases Beige Book</p></li><li><p><b>Thursday: </b>Philadelphia Fed Business Outlook index, April (20.5 expected, 27.4 in March); Initial jobless claims, week ended April 16 (185,000 during prior week); Continuing claims, week ended April 9 (1.475 million during prior week); Leading Index, March (0.3% expected, 0.3% in February)</p></li><li><p><b>Friday: </b>S&amp;P Global U.S. Manufacturing PMI, April preliminary (57.8 expected, 58.8 in March); S&amp;P Global U.S. Services PMI, April preliminary (58.1 expected, 58.0 in March); S&amp;P Global U.S. Composite PMI, April preliminary (57.7 in March)</p></li></ul><h2>Earnings calendar</h2><h2><img src=\"https://static.tigerbbs.com/c5fcaf90030c6d8be015e91c8c372d74\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/></h2><p><b>Monday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> (SYF), Bank of New York Mellon Corp. (BK), Bank of America (BAC), Charles Schwab (SCHW)</p><p>After market close: JB Hunt Transport Services (JBHT)</p><p><b>Tuesday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a>. (FITB), Johnson &amp; Johnson (JNJ), <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> (CFG), Halliburton (HAL), <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>. (TFC), Hasbro (HAS), Lockheed Martin (LMT)</p><p>After market close: Netflix (NFLX), <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM), First Horizon Corp. (FHN)</p><p><b>Wednesday</b></p><p>Before market open: Anthem (ANTM), Nasdaq (NDAQ), Baker Hughes (BKR), Procter &amp; Gamble (PG), Abbott Laboratories (ABT)</p><p>After market close: CSX Corp. (CSX), United Airlines (UAL), Crown Castle International (CCI), Alcoa Corp. (AA), Equifax (EFX), <a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a> (STLD), Tesla (TSLA), Tenet Healthcare (THC), Kinder Morgan (KMI)</p><p><b>Thursday</b></p><p>Before market open: Xerox (XRX), AT&amp;T (T), Dow Inc. (DOW), Las Vegas Sands (LVS), <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> (SAVE), Blackstone (BX), Danaher (DHR), American Airlines (AAL), Pool Corp. (POOL), <a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN), Alaska Air Group (ALK), Tractor Supply Co. (TSCO), Philip Morris International (PM), Union Pacific (UNP),</p><p>After market close: Boston Beer Co. (SAM), Snap (SNAP)</p><p><b>Friday</b></p><p>Before market open: Verizon (VZ), Schlumberger (SLB), American Express (AXP), Kimberly-Clark (KMB)</p><p>After market close: <i>No notable reports scheduled for release</i></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>Netflix, Tesla Earnings: What to Know in Markets This Week</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\">\nNetflix, Tesla Earnings: What to Know in Markets This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.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","TSLA":"特斯拉","NFLX":"奈飞",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228379987","content_text":"This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting this week will include Netflix (NFLX) and Tesla (TSLA), offering an early look at how some of the mega-cap technology companies performed in the early part of the year.The other names set to report this week will span a range of industries, broadening out from last week's bank-dominated results. Companies including United Airlines (UAL), American Express (AXP), Johnson & Johnson (JNJ) and Kimberly-Clark (KMB) are each on deck to report in the coming days.For earnings season so far, results have been mixed, albeit heavily skewed toward the slew of financial names that reported last week including JPMorgan Chase (JPM) and Goldman Sachs (GS). About 7% of S&P 500 index components have reported actual Q1 results so far, and 77% of these have topped Wall Street's earnings per share (EPS) estimates, matching the five-year average percentage, according to data from FactSet. The estimated earnings growth rate for the index currently stands at 5.1%, which if carried through the rest of the season would mark the lowest earnings growth rate for the index since the fourth quarter of 2020.Netflix earningsNetflix is set to report results on Tuesday, with investors closely watching for further signs of a slowdown in the streaming giant's growth after a pandemic-era surge in subscriber numbers.Analysts' consensus estimates are looking for Netflix to have added about 2.51 million subscribers for the first quarter, which would mark the least since the second quarter of 2021. This would bring Netflix's total subscribers to just under 225 million. In the same quarter last year, subscribers grew by nearly 4 million.Though Netflix has already seen subscriber growth slow sharply from a pandemic-era peak, the streaming giant's exit from Russia in early March is also set to further contribute to the deceleration. The Los Gatos, Calif.-based company suspended operations in Russia on March 6 over the country's invasion of Ukraine, and since then, analysts further trimmed their subscriber estimates.\"We now expect paid net adds of 1.45MM, below guide of 2.5MM given Russia suspension (~1MM subs),\" Cowen analyst John Blackledge wrote in a note last week. The firm also lowered its price target on Netflix to $590 a share from $600 previously, on account of the lower subscriber growth forecast.Other analysts also suggested that Netflix's churn, or subscriber losses, could increase in the quarter after the company announced a price increase for subscribers in the U.S. and Canada in January. But revenue pulled from these price increases could also be used to help Netflix build out bigger content slates and drive growth in less saturated markets internationally, others pointed out.\"Netflix appears to be nearing a ceiling on UCAN (U.S. and Canada) subscribers, and is pulling new levers to lower churn,\" Wedbush analyst Michael Pachter wrote in a note. \"Subscription price increases in the West should fuel additional content production and growth in other regions, and our bias is that cash flow will turn positive in 2022 and beyond, as management has guided. However, subscriber growth will likely occur primarily in less developed regions at lower subscription prices, with Western subscribers paying higher rates to fund new content.\"\"Content dumps, where all episodes of a new season are delivered at the same instant, will likely keep churn high, as price conscious consumers can swap out of Netflix and shift to a competitor service after viewing the content they desire,\" he added. \"Sustainable profit growth should continue so long as Netflix is able to continue raising subscription prices, but competition may limit future price increases.\"Overall, Netflix is expected to report GAAP earnings of $2.91 per share on revenue of $7.95 billion, which on the top line would represent just a 11% increase over last year. In the same quarter in 2021, revenue grew 24%.Shares of Netflix have fallen 43% for the year-to-date in 2022, underperforming against the S&P 500's 7.8% drop over that same period.Tesla earningsMeanwhile, another major company set to report results this week will be Tesla.The electric vehicle maker is scheduled to post its quarterly report Wednesday after market close. Ahead of these results, Tesla announced record deliveries of more than 310,000 during the first three months of this year. That represented a 68% jump over last year's deliveries. Tesla has sought to average 50% growth in annual vehicle deliveries.Production, however, slipped slightly on a quarter-over-quarter basis, with output coming in at 305,407 for the first quarter compared to 305,840 during the final three months of 2021. Tesla, like many other automakers, has continued to grapple with lingering supply chain challenges and rising input costs, leading CEO Elon Musk to suggest that the company may begin mining its own lithium for batteries as metal prices soar.\"Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,\" Wedbush analyst Dan Ives wrote in a note. \"The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.\"Just earlier this month, Tesla officially began delivering its first Texas-made vehicles from its new Austin Gigafactory. At Tesla's \"Cyber Rodeo\" launch party on April 7, Musk said the facility was aiming to begin building the Tesla Cybertruck starting in 2023 and has targeted making 500,000 units of the Model Y per year.The newly made U.S. Gigafactory is set to be pivotal in helping Tesla further ramp production and help meet demand domestically, especially given snarls internationally as Tesla's Shanghai Gigafactory closed for weeks due to a COVID outbreak in the region.\"We believe by the end of 2022 Tesla will have the run rate capacity for overall ~2 million units annually from roughly 1 million today,\" Ives added. \"While the China zero COVID policy is causing shutdowns in Shanghai for Tesla (and others) and remains a worrying trend if it continues, seeing the forest through the trees with Austin and Berlin now live and ramping, Musk & Co. will continue to flex its distribution muscles in the EV landscape while many other automakers struggle to get things off the ground.\"While Tesla shares have outperformed the S&P 500 for the year-to-date, the stock came under pressure on Thursday after Musk disclosed he made an offer to buy social media company Twitter (TWTR) for $54.20 per share, or about $43 billion in cash. Many have noted Musk would likely have to sell Tesla shares in order to finance the deal if it were to go through.In Tesla's first-quarter results, Wall Street is looking for the company to post adjusted earnings of $2.27 per share on revenue of $17.85 billion, representing sales growth of 65%.Economic calendarMonday: NAHB Housing Market Index, April (77 expected, 79 in March)Tuesday: Housing starts, March (1.745 million expected, 1.769 million in February); Building permits, March (1.830 million expected, 1.859 million in February)Wednesday: MBA Mortgage Applications, week ended April 15 (-1.3% during prior week); Existing home sales, March (5.78 million expected, 6.02 million in February); Federal Reserve releases Beige BookThursday: Philadelphia Fed Business Outlook index, April (20.5 expected, 27.4 in March); Initial jobless claims, week ended April 16 (185,000 during prior week); Continuing claims, week ended April 9 (1.475 million during prior week); Leading Index, March (0.3% expected, 0.3% in February)Friday: S&P Global U.S. Manufacturing PMI, April preliminary (57.8 expected, 58.8 in March); S&P Global U.S. Services PMI, April preliminary (58.1 expected, 58.0 in March); S&P Global U.S. Composite PMI, April preliminary (57.7 in March)Earnings calendarMondayBefore market open: Synchrony Financial (SYF), Bank of New York Mellon Corp. (BK), Bank of America (BAC), Charles Schwab (SCHW)After market close: JB Hunt Transport Services (JBHT)TuesdayBefore market open: Fifth Third Bancorp. (FITB), Johnson & Johnson (JNJ), Citizens Financial Group (CFG), Halliburton (HAL), Truist Financial Corp. (TFC), Hasbro (HAS), Lockheed Martin (LMT)After market close: Netflix (NFLX), IBM (IBM), First Horizon Corp. (FHN)WednesdayBefore market open: Anthem (ANTM), Nasdaq (NDAQ), Baker Hughes (BKR), Procter & Gamble (PG), Abbott Laboratories (ABT)After market close: CSX Corp. (CSX), United Airlines (UAL), Crown Castle International (CCI), Alcoa Corp. (AA), Equifax (EFX), Steel Dynamics (STLD), Tesla (TSLA), Tenet Healthcare (THC), Kinder Morgan (KMI)ThursdayBefore market open: Xerox (XRX), AT&T (T), Dow Inc. (DOW), Las Vegas Sands (LVS), Spirit Airlines (SAVE), Blackstone (BX), Danaher (DHR), American Airlines (AAL), Pool Corp. (POOL), AutoNation (AN), Alaska Air Group (ALK), Tractor Supply Co. (TSCO), Philip Morris International (PM), Union Pacific (UNP),After market close: Boston Beer Co. (SAM), Snap (SNAP)FridayBefore market open: Verizon (VZ), Schlumberger (SLB), American Express (AXP), Kimberly-Clark (KMB)After market close: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081053639,"gmtCreate":1650171448142,"gmtModify":1676534662882,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"9k","listText":"9k","text":"9k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081053639","repostId":"2227989820","repostType":4,"repost":{"id":"2227989820","kind":"highlight","pubTimestamp":1650153085,"share":"https://ttm.financial/m/news/2227989820?lang=&edition=fundamental","pubTime":"2022-04-17 07:51","market":"us","language":"en","title":"2 Top Stocks to Buy in April and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2227989820","media":"Motley Fool","summary":"It is arguably more important than ever to implement the buy-and-hold approach to investing.","content":"<html><head></head><body><p>In the three and a half months since the year started, investors have already seen quite a bit of volatility. Geopolitical tensions, economic issues, and interest rate hikes in the U.S. have contributed to the market&#39;s rather poor performance since January. Indeed, all three major U.S. market indexes are down as of this writing.</p><p>But none of these issues warrant staying away from the stock market. Despite near-term headwinds, shares of robust companies will make it through -- and continue rewarding shareholders for many years. On that note, let&#39;s look at two excellent stocks that are worth buying and holding onto forever: <b>Intuitive Surgical</b> ( ISRG -1.93% ) and <b>Johnson &amp; Johnson</b> ( JNJ -0.42% ).</p><p><img src=\"https://static.tigerbbs.com/32e152e7ddf8d1b511b26278de316acc\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ISRG Total Return Level data by YCharts</p><h2>1. Intuitive Surgical</h2><p>Intuitive Surgical is a medical devices specialist best-known for the da Vinci system, a robotic surgical system that allows physicians to perform minimally invasive surgeries. There is a host of reasons why Intuitive Surgical has a bright future.</p><p>First, the healthcare industry is arguably on an upward path. Long-term aging trends will make the services companies in this sector provide even more invaluable in the coming decade. By 2060, roughly 25% of the U.S. population will consist of adults aged 65 and older. In 2019, this demographic made up just 16% of the U.S. population. The consumption of healthcare services tends to increase with age.</p><p>Second, Intuitive Surgical is an undisputed leader in the robotic-assisted surgery (RAS) market. The company held an almost 80% share of this space in 2020.</p><p><img src=\"https://static.tigerbbs.com/72100c02b4e7595033f5f6e858623798\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Minimally invasive surgeries confer health benefits to patients, including less bleeding, shorter hospital stays, and faster recovery times. That&#39;s why the RAS market will continue to expand, and Intuitive Surgical is well-positioned to benefit despite increased competition from other medical devices giants such as <b>Medtronic</b>.</p><p>One major reason Intuitive Surgical can remain atop this market for many years to come is that it boasts a solid, competitive edge. Healthcare facilities have to spend between half a million dollars and $2.5 million to acquire a da Vinci system. It also takes time to train medical staff on the machine. After spending all these resources on the da Vinci RAS system, switching to a competitor&#39;s system would be a costly proposition.</p><p>Furthermore, developing these machines is a complicated matter, not to mention the myriad regulatory hoops <a href=\"https://laohu8.com/S/AONE.U\">one</a> needs to jump through. These barriers to entry ensure that newcomers have some serious catching up to do, and that&#39;s why Intuitive Surgical will continue to be dominant. The healthcare company has soundly outperformed the market in the past couple of decades. Expect that trend to continue for many years to come.</p><h2>2. Johnson &amp; Johnson</h2><p>As one of the largest pharmaceutical companies in the world, Johnson &amp; Johnson will also benefit from the world&#39;s aging population, since prescription drug use increases with age. The company has a robust lineup of medicines that boasts multiple blockbuster products. Some of the top-selling ones of the bunch include cancer drugs Darzalex and Erleada as well as  immunosuppressants Stelara and Tremfya.</p><p>Last year, sales of Tremfya grew by 57.9% to $2.1 billion, while revenue from Stelara increased by 18.5% to $9.1 billion. Meanwhile, Darzalex reported sales of $6.02 billion, 43.8% higher than the year-ago period, and Erleada&#39;s sales of $1.3 billion soared by 70%. Johnson &amp; Johnson&#39;s total sales for 2021 increased by 13.6% to $93.8 billion.</p><p>The company also has a rich pipeline with dozens of clinical programs. Investors can expect label expansions and brand-new products to bolster the company&#39;s lineup every year. Besides its pharmaceutical segments, Johnson &amp; Johnson operates two other divisions: medical devices and consumer health. However, the company is currently spinning off its consumer health units -- home to famous and popular brands such as Neutrogena, Tylenol, Aveeno, and others -- into a stand-alone entity. The transaction should complete by the end of 2022.</p><p>Once it is done, Johnson &amp; Johnson will be more focused on its pharmaceutical and medical devices businesses -- which typically record faster top-line growth rates than its consumer health units -- and the company will decrease exposure to hundreds of lawsuits related to some of its consumer health products.</p><p>In my view, this separation will work wonders for the company and its shareholders and constitute one more reason to add shares of the pharma giant to your portfolio. Last but not least, Johnson &amp; Johnson is a Dividend King, having raised its payouts for 59 consecutive years. The company currently offers a yield of 2.35%, well above the average <b>S&amp;P 500</b> yield of 1.37%.</p><p>A strong position in a promising industry, a robust business, and an excellent dividend history make Johnson &amp; Johnson worth parking in your portfolio for decades.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Stocks to Buy in April and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Stocks to Buy in April and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/2-top-stocks-to-buy-in-april-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the three and a half months since the year started, investors have already seen quite a bit of volatility. Geopolitical tensions, economic issues, and interest rate hikes in the U.S. have ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/2-top-stocks-to-buy-in-april-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4082":"医疗保健设备","ISRG":"直觉外科公司","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","JNJ":"强生","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4007":"制药","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/04/16/2-top-stocks-to-buy-in-april-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227989820","content_text":"In the three and a half months since the year started, investors have already seen quite a bit of volatility. Geopolitical tensions, economic issues, and interest rate hikes in the U.S. have contributed to the market's rather poor performance since January. Indeed, all three major U.S. market indexes are down as of this writing.But none of these issues warrant staying away from the stock market. Despite near-term headwinds, shares of robust companies will make it through -- and continue rewarding shareholders for many years. On that note, let's look at two excellent stocks that are worth buying and holding onto forever: Intuitive Surgical ( ISRG -1.93% ) and Johnson & Johnson ( JNJ -0.42% ).ISRG Total Return Level data by YCharts1. Intuitive SurgicalIntuitive Surgical is a medical devices specialist best-known for the da Vinci system, a robotic surgical system that allows physicians to perform minimally invasive surgeries. There is a host of reasons why Intuitive Surgical has a bright future.First, the healthcare industry is arguably on an upward path. Long-term aging trends will make the services companies in this sector provide even more invaluable in the coming decade. By 2060, roughly 25% of the U.S. population will consist of adults aged 65 and older. In 2019, this demographic made up just 16% of the U.S. population. The consumption of healthcare services tends to increase with age.Second, Intuitive Surgical is an undisputed leader in the robotic-assisted surgery (RAS) market. The company held an almost 80% share of this space in 2020.Image source: Getty Images.Minimally invasive surgeries confer health benefits to patients, including less bleeding, shorter hospital stays, and faster recovery times. That's why the RAS market will continue to expand, and Intuitive Surgical is well-positioned to benefit despite increased competition from other medical devices giants such as Medtronic.One major reason Intuitive Surgical can remain atop this market for many years to come is that it boasts a solid, competitive edge. Healthcare facilities have to spend between half a million dollars and $2.5 million to acquire a da Vinci system. It also takes time to train medical staff on the machine. After spending all these resources on the da Vinci RAS system, switching to a competitor's system would be a costly proposition.Furthermore, developing these machines is a complicated matter, not to mention the myriad regulatory hoops one needs to jump through. These barriers to entry ensure that newcomers have some serious catching up to do, and that's why Intuitive Surgical will continue to be dominant. The healthcare company has soundly outperformed the market in the past couple of decades. Expect that trend to continue for many years to come.2. Johnson & JohnsonAs one of the largest pharmaceutical companies in the world, Johnson & Johnson will also benefit from the world's aging population, since prescription drug use increases with age. The company has a robust lineup of medicines that boasts multiple blockbuster products. Some of the top-selling ones of the bunch include cancer drugs Darzalex and Erleada as well as  immunosuppressants Stelara and Tremfya.Last year, sales of Tremfya grew by 57.9% to $2.1 billion, while revenue from Stelara increased by 18.5% to $9.1 billion. Meanwhile, Darzalex reported sales of $6.02 billion, 43.8% higher than the year-ago period, and Erleada's sales of $1.3 billion soared by 70%. Johnson & Johnson's total sales for 2021 increased by 13.6% to $93.8 billion.The company also has a rich pipeline with dozens of clinical programs. Investors can expect label expansions and brand-new products to bolster the company's lineup every year. Besides its pharmaceutical segments, Johnson & Johnson operates two other divisions: medical devices and consumer health. However, the company is currently spinning off its consumer health units -- home to famous and popular brands such as Neutrogena, Tylenol, Aveeno, and others -- into a stand-alone entity. The transaction should complete by the end of 2022.Once it is done, Johnson & Johnson will be more focused on its pharmaceutical and medical devices businesses -- which typically record faster top-line growth rates than its consumer health units -- and the company will decrease exposure to hundreds of lawsuits related to some of its consumer health products.In my view, this separation will work wonders for the company and its shareholders and constitute one more reason to add shares of the pharma giant to your portfolio. Last but not least, Johnson & Johnson is a Dividend King, having raised its payouts for 59 consecutive years. The company currently offers a yield of 2.35%, well above the average S&P 500 yield of 1.37%.A strong position in a promising industry, a robust business, and an excellent dividend history make Johnson & Johnson worth parking in your portfolio for decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317302254,"gmtCreate":1612413319078,"gmtModify":1704870824764,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Optimistic","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Optimistic","text":"$Senseonics(SENS)$Optimistic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317302254","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903508074,"gmtCreate":1659051075399,"gmtModify":1676536248679,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>share","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>share","text":"$Alibaba(09988)$share","images":[{"img":"https://community-static.tradeup.com/news/d17d010e11f5661fe7b41da614db61a4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903508074","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9053694982,"gmtCreate":1654525668246,"gmtModify":1676535462603,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>usually after a day like this...look forward to next few days as well&nbsp;[Miser]&nbsp;[USD]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>usually after a day like this...look forward to next few days as well&nbsp;[Miser]&nbsp;[USD]&nbsp;","text":"$Tiger Brokers(TIGR)$usually after a day like this...look forward to next few days as well [Miser] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053694982","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067354797,"gmtCreate":1652412460620,"gmtModify":1676535096156,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>share","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>share","text":"$Tiger Brokers(TIGR)$share","images":[{"img":"https://community-static.tradeup.com/news/5fe2841c2af4b3d1a057aa0149e0937d","width":"1080","height":"3624"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067354797","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069719560,"gmtCreate":1651363616255,"gmtModify":1676534893873,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>like","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>like","text":"$Alibaba(09988)$like","images":[{"img":"https://community-static.tradeup.com/news/3f72453f4779c69bf5e65d530a3b9044","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069719560","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9085259409,"gmtCreate":1650714056856,"gmtModify":1676534781278,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085259409","repostId":"2229647831","repostType":4,"repost":{"id":"2229647831","kind":"highlight","pubTimestamp":1650671702,"share":"https://ttm.financial/m/news/2229647831?lang=&edition=fundamental","pubTime":"2022-04-23 07:55","market":"us","language":"en","title":"Netflix Is the S&P 500's Worst Performer This Week -- Here Are the Next 14","url":"https://stock-news.laohu8.com/highlight/detail?id=2229647831","media":"MarketWatch","summary":"Other streamers were hit hard, and PayPal and Facebook holding company Meta Platforms also had a bad","content":"<html><head></head><body><p>Other streamers were hit hard, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and Facebook holding company <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> also had a bad week</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2441afe25a09cafaaca4f7c1480c40ee\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>MarketWatch photo illustration/iStockphoto</span></p><p>Investors remained sour for a second consecutive session on Friday as they continued to digest comments from Federal Reserve Chairman Jerome Powell about the prospect for rapidly rising interest rates. The action had the broad indexes revisiting their mid-March lows:</p><ul><li>The Dow Jones Industrial Average fell 981.36 points (or 2.8%) to close at 33,811.40, its lowest closing level since March 15. The Dow fell 1.9% for the week; it is now down 7% for 2022. (All price changes in this article exclude dividends.)</li><li>The S&amp;P 500 was down 2.8% on Friday and also hit its lowest closing level since March 15. The U.S. benchmark index fell 2.8% for the week and is now down 10.4% for 2022.</li><li>The Nasdaq Composite Index fell 2.5% on Friday, to its lowest level since March 14. The Nasdaq declined 3.8% for the week. It has fallen 17.9% this year.</li></ul><p><b>Breaking down the S&amp;P 500</b></p><p>The worst-performing stock among the S&amp;P 500 this week was Netflix Inc., which plunged 35% on Thursday after estimating it would lose $2 million subscribers during the second quarter. Netflix ended the week with a 37% decline.</p><p>All but two of the 11 sectors of the S&amp;P 500 were down for the week, led by communications services, which includes Netflix:</p><p><img src=\"https://static.tigerbbs.com/da0c70c95a245a6ca406260fe3bef3ff\" tg-width=\"1017\" tg-height=\"740\" width=\"100%\" height=\"auto\"/></p><p>Communications services sector is also the worst-performing sector so far in 2022.</p><p>Here are the week&#39;s worst 15 performers among the S&amp;P 500:</p><p><img src=\"https://static.tigerbbs.com/0a2c698cbf871a799d8d3ca39b92abf8\" tg-width=\"1011\" tg-height=\"787\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/392cb7da1d93ab485c72ffdfb9d68947\" tg-width=\"1018\" tg-height=\"324\" width=\"100%\" height=\"auto\"/></p><p>Looking at the list of this week&#39;s worst performers, two other companies with streaming services were hit hard -- the newly formed Warner Brothers Discovery Inc. (WBD), which is shutting down the CNN+ service less than a month after it was launched, and Paramount Global (PARA), which streams through Paramount+.</p><p>But several other companies that feature numbers of users or participants in their quarterly financial news releases pulled back significantly, including Match Group Inc. (MTCH), PayPal Holdings Inc. (PYPL), Etsy Inc. (ETSY) and Facebook&#39;s holding company Meta Platforms Inc. (FB).</p></body></html>","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>Netflix Is the S&P 500's Worst Performer This Week -- Here Are the Next 14</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\">\nNetflix Is the S&P 500's Worst Performer This Week -- Here Are the Next 14\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/netflix-is-the-s-p-500s-worst-performer-this-week-here-are-the-next-14-11650662265?mod=hp_LATEST&adobe_mc=MCMID%3D11518004689257970023958560605767773727%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1650671217><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Other streamers were hit hard, and PayPal and Facebook holding company Meta Platforms also had a bad weekMarketWatch photo illustration/iStockphotoInvestors remained sour for a second consecutive ...</p>\n\n<a href=\"https://www.marketwatch.com/story/netflix-is-the-s-p-500s-worst-performer-this-week-here-are-the-next-14-11650662265?mod=hp_LATEST&adobe_mc=MCMID%3D11518004689257970023958560605767773727%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1650671217\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","FCX":"麦克莫兰铜金","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","BK4548":"巴美列捷福持仓","PYPL":"PayPal","BK4532":"文艺复兴科技持仓","NFLX":"奈飞","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","IVV":"标普500指数ETF","SH":"标普500反向ETF","BK4566":"资本集团","BK4524":"宅经济概念","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","WBD":"Warner Bros. Discovery","SSO":"两倍做多标普500ETF","BK4527":"明星科技股","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓"},"source_url":"https://www.marketwatch.com/story/netflix-is-the-s-p-500s-worst-performer-this-week-here-are-the-next-14-11650662265?mod=hp_LATEST&adobe_mc=MCMID%3D11518004689257970023958560605767773727%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1650671217","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229647831","content_text":"Other streamers were hit hard, and PayPal and Facebook holding company Meta Platforms also had a bad weekMarketWatch photo illustration/iStockphotoInvestors remained sour for a second consecutive session on Friday as they continued to digest comments from Federal Reserve Chairman Jerome Powell about the prospect for rapidly rising interest rates. The action had the broad indexes revisiting their mid-March lows:The Dow Jones Industrial Average fell 981.36 points (or 2.8%) to close at 33,811.40, its lowest closing level since March 15. The Dow fell 1.9% for the week; it is now down 7% for 2022. (All price changes in this article exclude dividends.)The S&P 500 was down 2.8% on Friday and also hit its lowest closing level since March 15. The U.S. benchmark index fell 2.8% for the week and is now down 10.4% for 2022.The Nasdaq Composite Index fell 2.5% on Friday, to its lowest level since March 14. The Nasdaq declined 3.8% for the week. It has fallen 17.9% this year.Breaking down the S&P 500The worst-performing stock among the S&P 500 this week was Netflix Inc., which plunged 35% on Thursday after estimating it would lose $2 million subscribers during the second quarter. Netflix ended the week with a 37% decline.All but two of the 11 sectors of the S&P 500 were down for the week, led by communications services, which includes Netflix:Communications services sector is also the worst-performing sector so far in 2022.Here are the week's worst 15 performers among the S&P 500:Looking at the list of this week's worst performers, two other companies with streaming services were hit hard -- the newly formed Warner Brothers Discovery Inc. (WBD), which is shutting down the CNN+ service less than a month after it was launched, and Paramount Global (PARA), which streams through Paramount+.But several other companies that feature numbers of users or participants in their quarterly financial news releases pulled back significantly, including Match Group Inc. (MTCH), PayPal Holdings Inc. (PYPL), Etsy Inc. (ETSY) and Facebook's holding company Meta Platforms Inc. (FB).","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085250883,"gmtCreate":1650713866204,"gmtModify":1676534781285,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085250883","repostId":"2229599011","repostType":4,"repost":{"id":"2229599011","kind":"highlight","pubTimestamp":1650691800,"share":"https://ttm.financial/m/news/2229599011?lang=&edition=fundamental","pubTime":"2022-04-23 13:30","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229599011","media":"Motley Fool","summary":"The chipmaker nearly joined the twelve-zero club last year, but it could be awhile before it gets back there.","content":"<html><head></head><body><p><b>Nvidia</b>&#39;s stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.</p><p>But after hitting its all-time high, Nvidia&#39;s stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.</p><p>Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let&#39;s examine its upcoming catalysts and challenges to find out.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675321%2Frtx-platform-diagram.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Nvidia.</span></p><h2>Nvidia could face a cyclical slowdown</h2><p>Nvidia&#39;s stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.</p><p>In the 2022 fiscal year, which ended this January, Nvidia&#39;s revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.</p><p>But over the next three fiscal years, analysts expect Nvidia&#39;s revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.</p><table border=\"1\" width=\"598\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"239\"><p>Metric</p></th><th width=\"104\"><p>FY 2023 Estimate</p></th><th width=\"94\"><p>FY 2024 Estimate</p></th><th width=\"103\"><p>FY 2025 Estimate</p></th></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Revenue Growth</b></p></td><td width=\"104\"><p>29%</p></td><td width=\"94\"><p>17%</p></td><td width=\"103\"><p>12%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted operating margin</b></p></td><td width=\"104\"><p>48.3%</p></td><td width=\"94\"><p>49.4%</p></td><td width=\"103\"><p>51%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted EPS growth </b></p></td><td width=\"104\"><p>15%</p></td><td width=\"94\"><p>34%</p></td><td width=\"103\"><p>11%</p></td></tr></tbody></table><p>Data source: S&amp;P Global Market Intelligence.</p><p>If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.</p><p>Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.</p><p>However, those valuations would still be too rich for a company that&#39;s growing its revenue and earnings in the low teens. Therefore, I think Nvidia&#39;s market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.</p><h2>The near-term headwinds</h2><p>Investors should take analysts&#39; estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.</p><p>In <b>HP</b>&#39;s (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn&#39;t bode well for Nvidia and other PC chipmakers.</p><p>Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.</p><p>To make matters worse, <b>Intel</b> (NASDAQ: INTC) plans to disrupt Nvidia and <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&#39;s (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.</p><h2>The long-term tailwinds</h2><p>Those challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR&#39;s fourth-quarter numbers, compared to AMD&#39;s 19% share.</p><p>The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.</p><p>If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.</p><h2>Look beyond Nvidia&#39;s market cap</h2><p>Nvidia probably won&#39;t become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it&#39;s arguably better for Nvidia&#39;s stock to cool off now and reset the market&#39;s expectations instead of flying off the rails with runaway valuations.</p><p>Nvidia&#39;s stock might generate much lower returns over the next three years, but investors shouldn&#39;t abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Nvidia Be a Trillion-Dollar Stock by 2025?</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\">\nWill Nvidia Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK4581":"高盛持仓","BK4543":"AI","BK4503":"景林资产持仓","BK4549":"软银资本持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4529":"IDC概念","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","NVDA":"英伟达","BK4579":"人工智能"},"source_url":"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229599011","content_text":"Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.But after hitting its all-time high, Nvidia's stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let's examine its upcoming catalysts and challenges to find out.Image source: Nvidia.Nvidia could face a cyclical slowdownNvidia's stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.In the 2022 fiscal year, which ended this January, Nvidia's revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.But over the next three fiscal years, analysts expect Nvidia's revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.MetricFY 2023 EstimateFY 2024 EstimateFY 2025 EstimateRevenue Growth29%17%12%Adjusted operating margin48.3%49.4%51%Adjusted EPS growth 15%34%11%Data source: S&P Global Market Intelligence.If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.However, those valuations would still be too rich for a company that's growing its revenue and earnings in the low teens. Therefore, I think Nvidia's market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.The near-term headwindsInvestors should take analysts' estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.In HP's (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn't bode well for Nvidia and other PC chipmakers.Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.To make matters worse, Intel (NASDAQ: INTC) plans to disrupt Nvidia and AMD's (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.The long-term tailwindsThose challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR's fourth-quarter numbers, compared to AMD's 19% share.The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.Look beyond Nvidia's market capNvidia probably won't become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it's arguably better for Nvidia's stock to cool off now and reset the market's expectations instead of flying off the rails with runaway valuations.Nvidia's stock might generate much lower returns over the next three years, but investors shouldn't abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088890466,"gmtCreate":1650328450827,"gmtModify":1676534697009,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a>like","listText":"<a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a>like","text":"$KraneShares CSI China Internet ETF(KWEB)$like","images":[{"img":"https://community-static.tradeup.com/news/a304a7efc7e39289e39abafac56b3eda","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088890466","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9035344070,"gmtCreate":1647524918455,"gmtModify":1676534240282,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>[Bless]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>[Bless]&nbsp;","text":"$Tiger Brokers(TIGR)$[Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035344070","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925209626,"gmtCreate":1672023383066,"gmtModify":1676538623286,"author":{"id":"3570363891319916","authorId":"3570363891319916","name":"BigCow","avatar":"https://static.tigerbbs.com/85b936aba86199a5d527ffe0ebe4481e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570363891319916","authorIdStr":"3570363891319916"},"themes":[],"htmlText":"Singapore always🔥🔥","listText":"Singapore always🔥🔥","text":"Singapore always🔥🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925209626","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}