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07-04

Sace the EU market but lose the world markets Good job.

EU Imposes Duties on China-Built EVs, Leaving Four Months for Talks

02-22

$Alibaba(BABA)$ BUY

2023-11-23

Happy Thankgiving woohoo !!

2023-09-30

$DiDi Global Inc.(DIDIY)$ Just came back from china, people everywhere is using Didi app for transportation. Just need Didi to do something that is inline with the govt to win the support and they will start to fly. My 5cent thought.

2023-06-14

Seeking alpha news is a joke. Yesterday under value, today over value and tomorrow under value. Everyday change like indian roti prata, filp here filp there

Stocks Are Dangerously Overvalued With More Rate Hikes To Come

2023-06-12

Possible to make up their mind ? Sell or buy ?

Palantir Technologies: Sell The AI Rip (NYSE:PLTR)

2023-06-08

Thought yeaterday they say sell asap but today they say undervalue .......hippocate

Palantir: Perhaps An AI Stock That Isn't Overpriced

2023-06-07

$Coca-Cola(KO)$ No one drink coke anymore ?

2023-06-06

For me, putting that big thing on my head is a no no. I cant walk with that thing.

Apple Just Got a Downgrade. Here's Why

2023-06-06

$Alibaba(09988)$ come on, how can alibaba down so much.

2023-05-11

$Palantir Technologies Inc.(PLTR)$ go go go

2023-01-23

$DiDi Global Inc.(DIDIY)$ i need power

2023-01-13

To the Moon.

China to Allow Didi Apps Back Online, in Latest Sign of Regulatory Thaw-Sources

2022-11-18

$LION-OCBC HSTECH ETF S$(HST.SI)$ up Up

2022-09-13

Means.....more tightening

U.S. Consumer Prices Rose 8.3% in August, Higher Than Expected

2022-07-04

$DiDi Global Inc.(DIDIY)$i believe ....

2022-07-03

$DiDi Global Inc.(DIDIY)$Last min up.....

2022-06-24

$DiDi Global Inc.(DIDIY)$pls......

2022-05-28

$DiDi Global Inc.(DIDI)$bleeding...

2022-04-20

$ISHRS CORE S&P 500 UCITS ETF USD (ACC)(CSPX.UK)$can't buy this etf here, but why let people see if cant buy ? Just about to buy and find out cannot buy.

Go to Tiger App to see more news

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Talks","url":"https://stock-news.laohu8.com/highlight/detail?id=2448410308","media":"Reuters","summary":"BRUSSELS, July 4 (Reuters) - The European Union will impose tariffs of up to 37.6% from Friday on imports of electric vehicles made in China, EU officials said on Thursday, ratcheting up trade tension","content":"<html><head></head><body><p>BRUSSELS, July 4 (Reuters) - The European Union will impose tariffs of up to 37.6% from Friday on imports of electric vehicles made in China, EU officials said on Thursday, ratcheting up trade tension with Beijing.</p><p>There is however a four-month window during which the tariffs are only provisional and intensive talks are expected to continue between the two sides.</p><p>The European Commission&#39;s provisional duties of between 17.4% and 37.6% without backdating are designed to prevent what its president Ursula von der Leyen has said is a threatened flood of cheap EVs built state subsidies.</p><p>The rates are almost exactly the same as those announced by the Commission on June 12. The executive made slight adjustments after companies identified minor calculation errors in the initial disclosure.</p><p>Beijing said then it would take &#34;all necessary measures&#34; to safeguard China&#39;s interests.</p><p>These could include retaliatory tariffs on exports to China of products such as cognac or pork.</p><p>The EU anti-subsidy investigation has nearly four more months to run.</p><p>At the end of it, the Commission, the EU&#39;s executive arm, could propose &#34;definite duties&#34;, typically applying for five years, on which EU members would vote.</p><p>China&#39;s commerce ministry said on Thursday both sides have so far held several rounds of technical talks over tariffs on the issue.</p><p>&#34;There is still a four-month window before arbitration, and we hope that the European and Chinese sides will move in the same direction, show sincerity, and push forward with the consultation process as soon as possible,&#34; He Yadong, a ministry spokesperson, said.</p><p>BYD will face duties of 17.4%, Geely 19.9% and SAIC 37.6%, the EU said on Thursday. These are on top of the EU&#39;s standard 10% duty on car imports.</p><p>Companies deemed by the EU to have cooperated with the anti-subsidy investigation, including western carmakers Tesla</p><p>and BMW , will be subject to 20.8% tariffs and those that did not cooperate a rate of 37.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdd97f9ac680283ae246f7a3294d77b9\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"762\"/><span>Reuters Graphics</span></p><p>The Commission has estimated Chinese brands&#39; share of the EU market has risen to 8% from below 1% in 2019 and could reach 15% in 2025. It says prices are typically 20% below those of EU-made models.</p><p>European policymakers are keen to avoid a repeat of what happened with solar panels a decade ago, when the EU took only limited action to curb Chinese imports and many European manufacturers collapsed. The EU launched its anti-subsidy investigation into Chinese EVs last October.</p><p>The Chinese Passenger Car Association has said the tariffs will have only a modest impact on the majority of Chinese firms.</p><p>The rates are far lower than the 100% tariff Washington plans to apply to Chinese EV imports from August.</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>EU Imposes Duties on China-Built EVs, Leaving Four Months for Talks</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\">\nEU Imposes Duties on China-Built EVs, Leaving Four Months for Talks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-04 17:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BRUSSELS, July 4 (Reuters) - The European Union will impose tariffs of up to 37.6% from Friday on imports of electric vehicles made in China, EU officials said on Thursday, ratcheting up trade tension with Beijing.</p><p>There is however a four-month window during which the tariffs are only provisional and intensive talks are expected to continue between the two sides.</p><p>The European Commission&#39;s provisional duties of between 17.4% and 37.6% without backdating are designed to prevent what its president Ursula von der Leyen has said is a threatened flood of cheap EVs built state subsidies.</p><p>The rates are almost exactly the same as those announced by the Commission on June 12. The executive made slight adjustments after companies identified minor calculation errors in the initial disclosure.</p><p>Beijing said then it would take &#34;all necessary measures&#34; to safeguard China&#39;s interests.</p><p>These could include retaliatory tariffs on exports to China of products such as cognac or pork.</p><p>The EU anti-subsidy investigation has nearly four more months to run.</p><p>At the end of it, the Commission, the EU&#39;s executive arm, could propose &#34;definite duties&#34;, typically applying for five years, on which EU members would vote.</p><p>China&#39;s commerce ministry said on Thursday both sides have so far held several rounds of technical talks over tariffs on the issue.</p><p>&#34;There is still a four-month window before arbitration, and we hope that the European and Chinese sides will move in the same direction, show sincerity, and push forward with the consultation process as soon as possible,&#34; He Yadong, a ministry spokesperson, said.</p><p>BYD will face duties of 17.4%, Geely 19.9% and SAIC 37.6%, the EU said on Thursday. These are on top of the EU&#39;s standard 10% duty on car imports.</p><p>Companies deemed by the EU to have cooperated with the anti-subsidy investigation, including western carmakers Tesla</p><p>and BMW , will be subject to 20.8% tariffs and those that did not cooperate a rate of 37.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bdd97f9ac680283ae246f7a3294d77b9\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"762\"/><span>Reuters Graphics</span></p><p>The Commission has estimated Chinese brands&#39; share of the EU market has risen to 8% from below 1% in 2019 and could reach 15% in 2025. It says prices are typically 20% below those of EU-made models.</p><p>European policymakers are keen to avoid a repeat of what happened with solar panels a decade ago, when the EU took only limited action to curb Chinese imports and many European manufacturers collapsed. The EU launched its anti-subsidy investigation into Chinese EVs last October.</p><p>The Chinese Passenger Car Association has said the tariffs will have only a modest impact on the majority of Chinese firms.</p><p>The rates are far lower than the 100% tariff Washington plans to apply to Chinese EV imports from August.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LI":"理想汽车","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK1610":"ETF&股票定投概念","BK4581":"高盛持仓","BYDDF":"BYD Co., Ltd.","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","00489":"东风集团股份","NIO":"蔚来","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0169":"共享汽车","BK0012":"证金概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK0196":"行业龙头","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","01211":"比亚迪股份","BK0155":"锂电池","BK4592":"伊斯兰概念","002594":"比亚迪","BK1575":"同股不同权","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","BK0072":"苹果","BK0010":"央企","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK1539":"汽车股","BK0028":"国家队","000625":"长安汽车","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","09868":"小鹏汽车-W","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","09866":"蔚来-SW","BK4527":"明星科技股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","09863":"零跑汽车"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448410308","content_text":"BRUSSELS, July 4 (Reuters) - The European Union will impose tariffs of up to 37.6% from Friday on imports of electric vehicles made in China, EU officials said on Thursday, ratcheting up trade tension with Beijing.There is however a four-month window during which the tariffs are only provisional and intensive talks are expected to continue between the two sides.The European Commission's provisional duties of between 17.4% and 37.6% without backdating are designed to prevent what its president Ursula von der Leyen has said is a threatened flood of cheap EVs built state subsidies.The rates are almost exactly the same as those announced by the Commission on June 12. The executive made slight adjustments after companies identified minor calculation errors in the initial disclosure.Beijing said then it would take \"all necessary measures\" to safeguard China's interests.These could include retaliatory tariffs on exports to China of products such as cognac or pork.The EU anti-subsidy investigation has nearly four more months to run.At the end of it, the Commission, the EU's executive arm, could propose \"definite duties\", typically applying for five years, on which EU members would vote.China's commerce ministry said on Thursday both sides have so far held several rounds of technical talks over tariffs on the issue.\"There is still a four-month window before arbitration, and we hope that the European and Chinese sides will move in the same direction, show sincerity, and push forward with the consultation process as soon as possible,\" He Yadong, a ministry spokesperson, said.BYD will face duties of 17.4%, Geely 19.9% and SAIC 37.6%, the EU said on Thursday. These are on top of the EU's standard 10% duty on car imports.Companies deemed by the EU to have cooperated with the anti-subsidy investigation, including western carmakers Teslaand BMW , will be subject to 20.8% tariffs and those that did not cooperate a rate of 37.6%.Reuters GraphicsThe Commission has estimated Chinese brands' share of the EU market has risen to 8% from below 1% in 2019 and could reach 15% in 2025. It says prices are typically 20% below those of EU-made models.European policymakers are keen to avoid a repeat of what happened with solar panels a decade ago, when the EU took only limited action to curb Chinese imports and many European manufacturers collapsed. The EU launched its anti-subsidy investigation into Chinese EVs last October.The Chinese Passenger Car Association has said the tariffs will have only a modest impact on the majority of Chinese firms.The rates are far lower than the 100% tariff Washington plans to apply to Chinese EV imports from August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276800449478736,"gmtCreate":1708604386001,"gmtModify":1708604388618,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BUY","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> BUY","text":"$Alibaba(BABA)$ BUY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276800449478736","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244611693137928,"gmtCreate":1700743548583,"gmtModify":1700743553538,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Happy Thankgiving woohoo !!","listText":"Happy Thankgiving woohoo !!","text":"Happy Thankgiving woohoo !!","images":[{"img":"https://community-static.tradeup.com/news/5d1c8b0bbb81d36afa15ad85892b44cb","width":"720","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244611693137928","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":225223074258952,"gmtCreate":1696063501172,"gmtModify":1696063504291,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>Just came back from china, people everywhere is using Didi app for transportation. Just need Didi to do something that is inline with the govt to win the support and they will start to fly. My 5cent thought.","listText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>Just came back from china, people everywhere is using Didi app for transportation. Just need Didi to do something that is inline with the govt to win the support and they will start to fly. My 5cent thought.","text":"$DiDi Global Inc.(DIDIY)$ Just came back from china, people everywhere is using Didi app for transportation. Just need Didi to do something that is inline with the govt to win the support and they will start to fly. My 5cent thought.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225223074258952","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187118790992048,"gmtCreate":1686722782590,"gmtModify":1686722787587,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Seeking alpha news is a joke. Yesterday under value, today over value and tomorrow under value. Everyday change like indian roti prata, filp here filp there","listText":"Seeking alpha news is a joke. Yesterday under value, today over value and tomorrow under value. Everyday change like indian roti prata, filp here filp there","text":"Seeking alpha news is a joke. Yesterday under value, today over value and tomorrow under value. Everyday change like indian roti prata, filp here filp there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187118790992048","repostId":"2343567514","repostType":2,"repost":{"id":"2343567514","pubTimestamp":1686704403,"share":"https://ttm.financial/m/news/2343567514?lang=&edition=fundamental","pubTime":"2023-06-14 09:00","market":"us","language":"en","title":"Stocks Are Dangerously Overvalued With More Rate Hikes To Come","url":"https://stock-news.laohu8.com/highlight/detail?id=2343567514","media":"Seekingalpha","summary":"Douglas Rissing The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will ","content":"<html><head></head><body><p>The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will likely lead the Fed to revise its summary of economic projections to show a higher inflation outlook and more rate hikes on the dot plot.</p><p>This means that yields across the curve are likely to stay elevated and move higher in the months ahead at a time when liquidity is now being withdrawn from the overall market and equities are dangerously overvalued.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2120bacd7ae744d7a9b26b91f6d1a51d\" tg-width=\"640\" tg-height=\"286\"/></p><p>Bloomberg</p><h2>More Rate Hikes</h2><p>The market is not predicting a June rate hike, with the odds at just 10% as of this writing, and it seems unlikely that Fed will try and surprise the market, given its history. But Fed Fund futures are pricing a nearly 70% chance of a rate hike by July. With the next FOMC meeting coming at the end of July, the Fed will have more data to assess its projected rate path. However, given the hotter core CPI and searing labor market reports, it will probably mean that the dot plot will reflect another rate hike or two in 2023.</p><p>The reason is that core inflation is expected to remain sticky, and the Cleveland Fed estimates Core CPI for June at 5.1%. This means the chance the Fed is done raising rates seems slim at this point, and that will likely be reflected in the dot plots when the Summary of Economic Projections comes out.</p><p>Additionally, headline CPI on a non-seasonal adjusted basis rose by 0.3% in May. That has inflation rising at a 4.4% annualized rate of change over the past three and six months. This does suggest that it may be challenging to get inflation down now that it is entering this 3% to 4% range. It&#39;s important to remember that CPI on a year over year is measured on a non-seasonally adjusted basis, and using a seasonally adjusted CPI metric to annualize the rate of change may understate actual inflation due to changes in seasonal adjustments, which happened in 2022.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/538b5d9f6f2e8956f767d8f53d71b8c9\" tg-width=\"640\" tg-height=\"294\"/></p><p>Bloomberg</p><p>This is why bond yields aren&#39;t coming down and are rising following the CPI report. Especially when looking at the back of the curve, as markets price in a higher for longer monetary policy from the Fed, with the 30-year rate rising back to 3.92%. But more importantly, real rates are pushing higher, with the 10-Yr TIP rate now trading at 1.58% and approaching that critical level of resistance that could lead to a big break out and push to new highs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b14a0538cce121027cd003790fb61875\" tg-width=\"640\" tg-height=\"294\"/></p><p>Bloomberg</p><p>The 10-yr TIP is a critical rate to follow because assets such as long duration growth are priced using real rates, with the Nasdaq 100 being key. The spread between the Nasdaq 100 earnings yield and the 10-yr real yield is now at 1.93%, levels not seen since the mid-2000s, when the Nasdaq was in the middle of a valuation reset from the 2000 bubble. More importantly, the Nasdaq 100 earnings yield is 235 bps below the historical average of the last 10 years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/763a5b0d5b2b8c255726b71f988c02aa\" tg-width=\"640\" tg-height=\"363\"/></p><p>Bloomberg</p><p>The other piece of the puzzle is that liquidity is now starting to be withdrawn from the Nasdaq 100 futures market, as measured by the depth of the book. The last time the depth of the book declined was back in August of 2022, which also marked a significant top in the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/810669f93ed838683f831e50269496db\" tg-width=\"640\" tg-height=\"480\"/></p><p>CME Group</p><p>The addition and withdrawal of liquidity in the Nasdaq futures market in August 2022 coincided with a move up and down reserve balances held at the Federal Reserve. Currently, reserve balances are likely to decline due to the refill of the Treasury General Account. Further, as we move into the quarter end, the reverse repo activity should begin to climb, leading to lower reserves.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fc60fcb97695095105c1677befc4bd5\" tg-width=\"640\" tg-height=\"294\"/></p><p>Bloomberg</p><p>The path for inflation is sticky and will continue not to be smooth, and if the current rate of changes remains, headline inflation could very well begin to accelerate in the second half of 2023 as the base effects of the first half of 2022 wane. Translating into yields staying elevated and leaving stock particularly vulnerable as the equity risk premium gets dangerously narrow and liquidity is withdrawn from the market.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Are Dangerously Overvalued With More Rate Hikes To Come</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Are Dangerously Overvalued With More Rate Hikes To Come\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611258-stocks-are-dangerously-overvalued-with-more-rate-hikes-to-come><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will likely lead the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611258-stocks-are-dangerously-overvalued-with-more-rate-hikes-to-come\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4611258-stocks-are-dangerously-overvalued-with-more-rate-hikes-to-come","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343567514","content_text":"The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will likely lead the Fed to revise its summary of economic projections to show a higher inflation outlook and more rate hikes on the dot plot.This means that yields across the curve are likely to stay elevated and move higher in the months ahead at a time when liquidity is now being withdrawn from the overall market and equities are dangerously overvalued.BloombergMore Rate HikesThe market is not predicting a June rate hike, with the odds at just 10% as of this writing, and it seems unlikely that Fed will try and surprise the market, given its history. But Fed Fund futures are pricing a nearly 70% chance of a rate hike by July. With the next FOMC meeting coming at the end of July, the Fed will have more data to assess its projected rate path. However, given the hotter core CPI and searing labor market reports, it will probably mean that the dot plot will reflect another rate hike or two in 2023.The reason is that core inflation is expected to remain sticky, and the Cleveland Fed estimates Core CPI for June at 5.1%. This means the chance the Fed is done raising rates seems slim at this point, and that will likely be reflected in the dot plots when the Summary of Economic Projections comes out.Additionally, headline CPI on a non-seasonal adjusted basis rose by 0.3% in May. That has inflation rising at a 4.4% annualized rate of change over the past three and six months. This does suggest that it may be challenging to get inflation down now that it is entering this 3% to 4% range. It's important to remember that CPI on a year over year is measured on a non-seasonally adjusted basis, and using a seasonally adjusted CPI metric to annualize the rate of change may understate actual inflation due to changes in seasonal adjustments, which happened in 2022.BloombergThis is why bond yields aren't coming down and are rising following the CPI report. Especially when looking at the back of the curve, as markets price in a higher for longer monetary policy from the Fed, with the 30-year rate rising back to 3.92%. But more importantly, real rates are pushing higher, with the 10-Yr TIP rate now trading at 1.58% and approaching that critical level of resistance that could lead to a big break out and push to new highs.BloombergThe 10-yr TIP is a critical rate to follow because assets such as long duration growth are priced using real rates, with the Nasdaq 100 being key. The spread between the Nasdaq 100 earnings yield and the 10-yr real yield is now at 1.93%, levels not seen since the mid-2000s, when the Nasdaq was in the middle of a valuation reset from the 2000 bubble. More importantly, the Nasdaq 100 earnings yield is 235 bps below the historical average of the last 10 years.BloombergThe other piece of the puzzle is that liquidity is now starting to be withdrawn from the Nasdaq 100 futures market, as measured by the depth of the book. The last time the depth of the book declined was back in August of 2022, which also marked a significant top in the market.CME GroupThe addition and withdrawal of liquidity in the Nasdaq futures market in August 2022 coincided with a move up and down reserve balances held at the Federal Reserve. Currently, reserve balances are likely to decline due to the refill of the Treasury General Account. Further, as we move into the quarter end, the reverse repo activity should begin to climb, leading to lower reserves.BloombergThe path for inflation is sticky and will continue not to be smooth, and if the current rate of changes remains, headline inflation could very well begin to accelerate in the second half of 2023 as the base effects of the first half of 2022 wane. Translating into yields staying elevated and leaving stock particularly vulnerable as the equity risk premium gets dangerously narrow and liquidity is withdrawn from the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186420162986088,"gmtCreate":1686552014910,"gmtModify":1686552018496,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Possible to make up their mind ? Sell or buy ?","listText":"Possible to make up their mind ? Sell or buy ?","text":"Possible to make up their mind ? Sell or buy ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186420162986088","repostId":"2342576354","repostType":2,"repost":{"id":"2342576354","pubTimestamp":1686529004,"share":"https://ttm.financial/m/news/2342576354?lang=&edition=fundamental","pubTime":"2023-06-12 08:16","market":"hk","language":"en","title":"Palantir Technologies: Sell The AI Rip (NYSE:PLTR)","url":"https://stock-news.laohu8.com/highlight/detail?id=2342576354","media":"Seeking Alpha","summary":"Palantir Technologies: Sell The AI Rip (NYSE:PLTR)","content":"<div>\n<p>Palantir Technologies: Sell The AI Rip (NYSE:PLTR)</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMizAFodHRwczovL3NlZWtpbmdhbHBoYS5jb20vYXJ0aWNsZS80NjEwNzc4LXBhbGFudGlyLXRlY2hub2xvZ2llcy1zZWxsLXRoZS1haS1yaXA_c291cmNlPWNvbnRlbnRfdHlwZSUzQXJlYWN0JTdDZmlyc3RfbGV2ZWxfdXJsJTNBaG9tZSU3Q3NlY3Rpb24lM0FsYXRlc3RfYXJ0aWNsZXMlN0NzZWN0aW9uX2Fzc2V0JTNBbGF0ZXN0X2FydGljbGVzJTdDbGluZSUzQTHSAQA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies: Sell The AI Rip (NYSE:PLTR)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies: Sell The AI Rip (NYSE:PLTR)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-12 08:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/rss/articles/CBMizAFodHRwczovL3NlZWtpbmdhbHBoYS5jb20vYXJ0aWNsZS80NjEwNzc4LXBhbGFudGlyLXRlY2hub2xvZ2llcy1zZWxsLXRoZS1haS1yaXA_c291cmNlPWNvbnRlbnRfdHlwZSUzQXJlYWN0JTdDZmlyc3RfbGV2ZWxfdXJsJTNBaG9tZSU3Q3NlY3Rpb24lM0FsYXRlc3RfYXJ0aWNsZXMlN0NzZWN0aW9uX2Fzc2V0JTNBbGF0ZXN0X2FydGljbGVzJTdDbGluZSUzQTHSAQA?oc=5><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies: Sell The AI Rip (NYSE:PLTR)</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMizAFodHRwczovL3NlZWtpbmdhbHBoYS5jb20vYXJ0aWNsZS80NjEwNzc4LXBhbGFudGlyLXRlY2hub2xvZ2llcy1zZWxsLXRoZS1haS1yaXA_c291cmNlPWNvbnRlbnRfdHlwZSUzQXJlYWN0JTdDZmlyc3RfbGV2ZWxfdXJsJTNBaG9tZSU3Q3NlY3Rpb24lM0FsYXRlc3RfYXJ0aWNsZXMlN0NzZWN0aW9uX2Fzc2V0JTNBbGF0ZXN0X2FydGljbGVzJTdDbGluZSUzQTHSAQA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","NYSE":"纽交所","BK4585":"ETF&股票定投概念"},"source_url":"https://news.google.com/rss/articles/CBMizAFodHRwczovL3NlZWtpbmdhbHBoYS5jb20vYXJ0aWNsZS80NjEwNzc4LXBhbGFudGlyLXRlY2hub2xvZ2llcy1zZWxsLXRoZS1haS1yaXA_c291cmNlPWNvbnRlbnRfdHlwZSUzQXJlYWN0JTdDZmlyc3RfbGV2ZWxfdXJsJTNBaG9tZSU3Q3NlY3Rpb24lM0FsYXRlc3RfYXJ0aWNsZXMlN0NzZWN0aW9uX2Fzc2V0JTNBbGF0ZXN0X2FydGljbGVzJTdDbGluZSUzQTHSAQA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2342576354","content_text":"Palantir Technologies: Sell The AI Rip (NYSE:PLTR)","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185105409556584,"gmtCreate":1686231030186,"gmtModify":1686231034625,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Thought yeaterday they say sell asap but today they say undervalue .......hippocate","listText":"Thought yeaterday they say sell asap but today they say undervalue .......hippocate","text":"Thought yeaterday they say sell asap but today they say undervalue .......hippocate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/185105409556584","repostId":"2341138823","repostType":2,"repost":{"id":"2341138823","pubTimestamp":1686298220,"share":"https://ttm.financial/m/news/2341138823?lang=&edition=fundamental","pubTime":"2023-06-09 16:10","market":"us","language":"en","title":"Palantir: Perhaps An AI Stock That Isn't Overpriced","url":"https://stock-news.laohu8.com/highlight/detail?id=2341138823","media":"Seeking Alpha","summary":"Marco Bello Palantir Technologies Inc. (NYSE:PLTR) is a big data analytics company that has been a recent beneficiary of the artificial intelligence, or AI, wave. From the start of May, the company's ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>The Palantir Technologies Inc. share price has more than doubled since the start of May, a strong result for those who invested with our prior recommendations.</p></li><li><p>Palantir has an impressive AI portfolio with new customers at its door and a proven ability to get large contracts.</p></li><li><p>Going forward, we expect Palantir to be able to start generating substantial cash flow and valuable shareholder returns.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7179834782ae9cbd6b827415fd0eb210\" alt=\"Marco Bello\" title=\"Marco Bello\" tg-width=\"750\" tg-height=\"500\"/><span>Marco Bello</span></p><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NYSE:PLTR) is a big data analytics company that has been a recent beneficiary of the artificial intelligence, or AI, wave. From the start of May, the company&#39;s share price has more than doubled, making it one of the largest beneficiaries as its market cap has soared past $30 billion. As we&#39;ll see throughout this article, Palantir is still undervalued with an ability to continue performing.</p><h2>Palantir 1Q 23 Highlights</h2><p>Palantir had a strong quarter, with the second consecutive quarter of GAAP net income profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1923c501ae7b174a0cead22050af7\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"242\"/><span>Palantir Investor Presentation</span></p><p>The company&#39;s adjusted operating margin of 24% remains incredibly strong, and the company&#39;s free cash flow (&#34;FCF&#34; has a 36% margin. With 18% year-over-year revenue growth (23% in the U.S. and 26% commercially), the company has a strong path to continue both revenue and FCF growth. That conversion pipeline is huge for future cash flow.</p><p>The company managed to grow U.S. commercial revenue 39% QoQ with its customer count growing 50% YoY. The company&#39;s strong focus on enterprise customers positions it incredibly well as these enterprises look to take advantage of AI. We expect the company to continue new customer acquisition and contract sizes from existing customers.</p><h2>Palantir Positioning</h2><p>Palantir is incredibly well positioned to bring its AI platform to the corporate masses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf5d333fc9d0bdf26a27e46ed02ea89\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"313\"/><span>Palantir Investor Presentation</span></p><p>The strength of the company&#39;s portfolio is evident through, for example, the recent announcement that it bagged a $463 million contract with U.S. Special Forces for AI. Palantir is one of the strongest companies in the AI space, especially when looking at directly selling AI to customers. Its leadership will enable it to dominate as new companies move to the space.</p><p>The company&#39;s positioning is part of the reason why its share price has outperformed over the last month, but we don&#39;t see that as the end of things.</p><h2>Palantir Financial Results</h2><p>The company&#39;s financial results have been incredibly strong.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65aac1ddea840ec12aae7b3b0a9f14f5\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"280\"/><span>Palantir Investor Presentation</span></p><p>The company signed 64 deals during the last quarter, and it&#39;s shown an increased ability to get large scale deals. The company has closed almost $400 million in new contracts, a 60% improvement YoY, foretelling strong potential revenue growth for the company versus prior growth rates. We see that as only having accelerated into the most recent quarter.</p><p>Palantir&#39;s scale is also evident through deal sizes, with 22 deals at least $5 million and 8 at least $10 million. The company has a proven ability as well to ramp up the size of prior deals as well as get new deals, so the large starting size here is exciting to see.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79b0659463da26c607587e6040131f59\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"334\"/><span>Palantir Investor Presentation</span></p><p>The company also managed to achieve GAAP profitability for the first time in its history, although at a low level. It&#39;s a strong turnaround from 2022 when the company had -$160 million in GAAP income for the year. We expect the company to have positive GAAP income for the year, which combined with a strong cash position will enable shareholder returns.</p><h2>Palantir Revenue / Margin Growth</h2><p>The company is focused on growing both revenues and margins.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e983c726c7f3d400e2ecd9ef31b62dc\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"234\"/><span>Palantir Investor Presentation</span></p><p>For Q2, 2023, Palantir expects $530 million in revenue, roughly the same as Q1. However, the company&#39;s FY 2023 target is $2.21 billion, meaning a strong growth to revenue in the second half of the year. The company&#39;s adjusted income from operations target is $530 million, which we expect to be primarily FCF.</p><p>That represents a ~2% FCF yield for the company and shows its financial strength. The company had 81% margins in the most recent quarter, a slight YoY increase from 80%. Those incredibly high adjusted gross margins will enable continued FCF strength and given the company&#39;s high fixed costs we expect revenue growth to lead to more increase.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89ae97df08823e34ff8a232dbb0015bc\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"295\"/><span>Palantir Investor Presentation</span></p><p>Palantir&#39;s strength is shown less through its revenue growth and more so in the graph for the right. For the first time, the company&#39;s top 20 customers have crossed $1 billion in annual revenue. For these companies, Palantir has become an integral part in how they function.</p><p>The company&#39;s ability to acquire new customers and grow relationships with existing customers is a double whammy that will lead to long-term sustainable growth.</p><h2>Thesis Risk</h2><p>The largest risk to our thesis is Palantir&#39;s ability to continue growing cash flow to justify its valuation. On paper, it looks great, but the company has $750 million in annualized cash flow, which is a FCF yield of 2.5%. That&#39;s an atrocious long-term valuation and shows that the company has growth ahead to justify its current valuation.</p><p>Not achieving that growth would make the company a poor investment.</p><h2>Conclusion</h2><p>Subtracting the cash, Palantir has a roughly $27 billion valuation, a substantial increase over the $12 billion non-cash valuation a month ago. Despite that, we still see the company as one of the unique opportunities in the AI market. Palantir is not only rapidly and sustainably growing revenue from existing customers, it&#39;s picking up numerous additional customers.</p><p>At a 2% FCF yield with a double-digit growth rate, Palantir Technologies Inc. has the ability to continue growing. It has no debt and a strong net cash position which means profits can be rapidly directed to shareholders. Putting all of this together, Palantir is a valuable long-term investment that can drive substantial returns.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Perhaps An AI Stock That Isn't Overpriced</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Perhaps An AI Stock That Isn't Overpriced\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610058-palantir-perhaps-an-ai-stock-that-isnt-overpriced><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Palantir Technologies Inc. share price has more than doubled since the start of May, a strong result for those who invested with our prior recommendations.Palantir has an impressive AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610058-palantir-perhaps-an-ai-stock-that-isnt-overpriced\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4588":"碎股"},"source_url":"https://seekingalpha.com/article/4610058-palantir-perhaps-an-ai-stock-that-isnt-overpriced","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341138823","content_text":"SummaryThe Palantir Technologies Inc. share price has more than doubled since the start of May, a strong result for those who invested with our prior recommendations.Palantir has an impressive AI portfolio with new customers at its door and a proven ability to get large contracts.Going forward, we expect Palantir to be able to start generating substantial cash flow and valuable shareholder returns.Marco BelloPalantir Technologies Inc. (NYSE:PLTR) is a big data analytics company that has been a recent beneficiary of the artificial intelligence, or AI, wave. From the start of May, the company's share price has more than doubled, making it one of the largest beneficiaries as its market cap has soared past $30 billion. As we'll see throughout this article, Palantir is still undervalued with an ability to continue performing.Palantir 1Q 23 HighlightsPalantir had a strong quarter, with the second consecutive quarter of GAAP net income profitability.Palantir Investor PresentationThe company's adjusted operating margin of 24% remains incredibly strong, and the company's free cash flow (\"FCF\" has a 36% margin. With 18% year-over-year revenue growth (23% in the U.S. and 26% commercially), the company has a strong path to continue both revenue and FCF growth. That conversion pipeline is huge for future cash flow.The company managed to grow U.S. commercial revenue 39% QoQ with its customer count growing 50% YoY. The company's strong focus on enterprise customers positions it incredibly well as these enterprises look to take advantage of AI. We expect the company to continue new customer acquisition and contract sizes from existing customers.Palantir PositioningPalantir is incredibly well positioned to bring its AI platform to the corporate masses.Palantir Investor PresentationThe strength of the company's portfolio is evident through, for example, the recent announcement that it bagged a $463 million contract with U.S. Special Forces for AI. Palantir is one of the strongest companies in the AI space, especially when looking at directly selling AI to customers. Its leadership will enable it to dominate as new companies move to the space.The company's positioning is part of the reason why its share price has outperformed over the last month, but we don't see that as the end of things.Palantir Financial ResultsThe company's financial results have been incredibly strong.Palantir Investor PresentationThe company signed 64 deals during the last quarter, and it's shown an increased ability to get large scale deals. The company has closed almost $400 million in new contracts, a 60% improvement YoY, foretelling strong potential revenue growth for the company versus prior growth rates. We see that as only having accelerated into the most recent quarter.Palantir's scale is also evident through deal sizes, with 22 deals at least $5 million and 8 at least $10 million. The company has a proven ability as well to ramp up the size of prior deals as well as get new deals, so the large starting size here is exciting to see.Palantir Investor PresentationThe company also managed to achieve GAAP profitability for the first time in its history, although at a low level. It's a strong turnaround from 2022 when the company had -$160 million in GAAP income for the year. We expect the company to have positive GAAP income for the year, which combined with a strong cash position will enable shareholder returns.Palantir Revenue / Margin GrowthThe company is focused on growing both revenues and margins.Palantir Investor PresentationFor Q2, 2023, Palantir expects $530 million in revenue, roughly the same as Q1. However, the company's FY 2023 target is $2.21 billion, meaning a strong growth to revenue in the second half of the year. The company's adjusted income from operations target is $530 million, which we expect to be primarily FCF.That represents a ~2% FCF yield for the company and shows its financial strength. The company had 81% margins in the most recent quarter, a slight YoY increase from 80%. Those incredibly high adjusted gross margins will enable continued FCF strength and given the company's high fixed costs we expect revenue growth to lead to more increase.Palantir Investor PresentationPalantir's strength is shown less through its revenue growth and more so in the graph for the right. For the first time, the company's top 20 customers have crossed $1 billion in annual revenue. For these companies, Palantir has become an integral part in how they function.The company's ability to acquire new customers and grow relationships with existing customers is a double whammy that will lead to long-term sustainable growth.Thesis RiskThe largest risk to our thesis is Palantir's ability to continue growing cash flow to justify its valuation. On paper, it looks great, but the company has $750 million in annualized cash flow, which is a FCF yield of 2.5%. That's an atrocious long-term valuation and shows that the company has growth ahead to justify its current valuation.Not achieving that growth would make the company a poor investment.ConclusionSubtracting the cash, Palantir has a roughly $27 billion valuation, a substantial increase over the $12 billion non-cash valuation a month ago. Despite that, we still see the company as one of the unique opportunities in the AI market. Palantir is not only rapidly and sustainably growing revenue from existing customers, it's picking up numerous additional customers.At a 2% FCF yield with a double-digit growth rate, Palantir Technologies Inc. has the ability to continue growing. It has no debt and a strong net cash position which means profits can be rapidly directed to shareholders. Putting all of this together, Palantir is a valuable long-term investment that can drive substantial returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575535431943242","authorId":"3575535431943242","name":"Tootsieroll","avatar":"https://static.tigerbbs.com/e1ec6090a100f45863daf6da5efcf9ad","crmLevel":8,"crmLevelSwitch":0,"idStr":"3575535431943242","authorIdStr":"3575535431943242"},"content":"Welcome to market manip ulation","text":"Welcome to market manip ulation","html":"Welcome to market manip ulation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184752631578744,"gmtCreate":1686145031220,"gmtModify":1686145035194,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$&nbsp;</a><v-v data-views=\"1\"></v-v>No one drink coke anymore ?","listText":"<a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$&nbsp;</a><v-v data-views=\"1\"></v-v>No one drink coke anymore ?","text":"$Coca-Cola(KO)$ No one drink coke anymore ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184752631578744","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184431557197976,"gmtCreate":1686051620782,"gmtModify":1686051625595,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"For me, putting that big thing on my head is a no no. I cant walk with that thing.","listText":"For me, putting that big thing on my head is a no no. I cant walk with that thing.","text":"For me, putting that big thing on my head is a no no. I cant walk with that thing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184431557197976","repostId":"2341853603","repostType":4,"repost":{"id":"2341853603","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1686050555,"share":"https://ttm.financial/m/news/2341853603?lang=&edition=fundamental","pubTime":"2023-06-06 19:22","market":"us","language":"en","title":"Apple Just Got a Downgrade. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2341853603","media":"Dow Jones","summary":"Apple’s augmented-reality headset announcement hasn’t exactly met ‘new iPhone’ levels of excitement ","content":"<html><head></head><body><p style=\"text-align: start;\">Apple’s augmented-reality headset announcement hasn’t exactly met ‘new iPhone’ levels of excitement among Wall Street analysts or investors.</p><p style=\"text-align: start;\">Apple (ticker: AAPL) shares were down 0.4% in premarket trading Tuesday at $178.83. The stock closed down 0.8% on Monday as the headset announcement led to questions over its $3,499 price tag and how customers are likely to use it. </p><p>“The hype leading into the event felt well overdone, setting up for a prime sell-the-news event in trading,” wrote analysts at KeyBanc Capital Markets led by Brandon Nispel, in a research note. </p><p>Nispel said Apple’s revenue benefit from the Vision Pro headset is likely to be “immaterial” in the short term and the technology is unlikely to do anything to disrupt the iPhone, but that it could eventually become a replacement for TVs and monitors. </p><p>While KeyBanc didn’t make any change to its view on Apple –which it last rated as Overweight with an $180 target price– other analysts saw the company’s conference event as a moment to curb expectations for the stock, which hit an all-time intraday high ahead of the event. </p><p>D.A. Davidson’s Tom Forte lowered his rating on Apple to Neutral from Buy, and his target price to price target to $185 from $193. Forte argued the headset only offers a modest increase in near-term sales and profit outlook due to its high price and relative lack of content to attract consumers. </p><p>“We are downgrading [Apple] shares on our belief that any good news from the AR/VR product launch is already reflected in the share price” Forte wrote.</p><p>Forte said that while Apple argues the Vision Pro combines the qualities of top-of-the-line TVs and computer monitors with a surround-sound system and high-end camera, it’s hard to see customers paying up for the headset as an effective replacement of those products.</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>Apple Just Got a Downgrade. Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Just Got a Downgrade. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-06-06 19:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Apple’s augmented-reality headset announcement hasn’t exactly met ‘new iPhone’ levels of excitement among Wall Street analysts or investors.</p><p style=\"text-align: start;\">Apple (ticker: AAPL) shares were down 0.4% in premarket trading Tuesday at $178.83. The stock closed down 0.8% on Monday as the headset announcement led to questions over its $3,499 price tag and how customers are likely to use it. </p><p>“The hype leading into the event felt well overdone, setting up for a prime sell-the-news event in trading,” wrote analysts at KeyBanc Capital Markets led by Brandon Nispel, in a research note. </p><p>Nispel said Apple’s revenue benefit from the Vision Pro headset is likely to be “immaterial” in the short term and the technology is unlikely to do anything to disrupt the iPhone, but that it could eventually become a replacement for TVs and monitors. </p><p>While KeyBanc didn’t make any change to its view on Apple –which it last rated as Overweight with an $180 target price– other analysts saw the company’s conference event as a moment to curb expectations for the stock, which hit an all-time intraday high ahead of the event. </p><p>D.A. Davidson’s Tom Forte lowered his rating on Apple to Neutral from Buy, and his target price to price target to $185 from $193. Forte argued the headset only offers a modest increase in near-term sales and profit outlook due to its high price and relative lack of content to attract consumers. </p><p>“We are downgrading [Apple] shares on our belief that any good news from the AR/VR product launch is already reflected in the share price” Forte wrote.</p><p>Forte said that while Apple argues the Vision Pro combines the qualities of top-of-the-line TVs and computer monitors with a surround-sound system and high-end camera, it’s hard to see customers paying up for the headset as an effective replacement of those products.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4515":"5G概念","BK4554":"元宇宙及AR概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4507":"流媒体概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4559":"巴菲特持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4581":"高盛持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","BK4111":"出版","LU0238689110.USD":"贝莱德环球动力股票基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341853603","content_text":"Apple’s augmented-reality headset announcement hasn’t exactly met ‘new iPhone’ levels of excitement among Wall Street analysts or investors.Apple (ticker: AAPL) shares were down 0.4% in premarket trading Tuesday at $178.83. The stock closed down 0.8% on Monday as the headset announcement led to questions over its $3,499 price tag and how customers are likely to use it. “The hype leading into the event felt well overdone, setting up for a prime sell-the-news event in trading,” wrote analysts at KeyBanc Capital Markets led by Brandon Nispel, in a research note. Nispel said Apple’s revenue benefit from the Vision Pro headset is likely to be “immaterial” in the short term and the technology is unlikely to do anything to disrupt the iPhone, but that it could eventually become a replacement for TVs and monitors. While KeyBanc didn’t make any change to its view on Apple –which it last rated as Overweight with an $180 target price– other analysts saw the company’s conference event as a moment to curb expectations for the stock, which hit an all-time intraday high ahead of the event. D.A. Davidson’s Tom Forte lowered his rating on Apple to Neutral from Buy, and his target price to price target to $185 from $193. Forte argued the headset only offers a modest increase in near-term sales and profit outlook due to its high price and relative lack of content to attract consumers. “We are downgrading [Apple] shares on our belief that any good news from the AR/VR product launch is already reflected in the share price” Forte wrote.Forte said that while Apple argues the Vision Pro combines the qualities of top-of-the-line TVs and computer monitors with a surround-sound system and high-end camera, it’s hard to see customers paying up for the headset as an effective replacement of those products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184385581838456,"gmtCreate":1686024698081,"gmtModify":1686024702847,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>come on, how can alibaba down so much.","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>come on, how can alibaba down so much.","text":"$Alibaba(09988)$ come on, how can alibaba down so much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184385581838456","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970980861,"gmtCreate":1683814684353,"gmtModify":1683814687219,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","text":"$Palantir Technologies Inc.(PLTR)$ go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970980861","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952346420,"gmtCreate":1674489218161,"gmtModify":1676538943015,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>i need power","listText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>i need power","text":"$DiDi Global Inc.(DIDIY)$ i need power","images":[{"img":"https://community-static.tradeup.com/news/a764389deb51d6bed669bc7c06f7fc38","width":"720","height":"1386"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952346420","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9958928443,"gmtCreate":1673617567882,"gmtModify":1676538865538,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"To the Moon.","listText":"To the Moon.","text":"To the Moon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958928443","repostId":"1110640375","repostType":2,"repost":{"id":"1110640375","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":1673586467,"share":"https://ttm.financial/m/news/1110640375?lang=&edition=fundamental","pubTime":"2023-01-13 13:07","market":"us","language":"en","title":"China to Allow Didi Apps Back Online, in Latest Sign of Regulatory Thaw-Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1110640375","media":"Reuters","summary":"Jan 13 (Reuters) - Chinese authorities are set to allow Didi Global's ride-hailing and other apps ba","content":"<html><head></head><body><p>Jan 13 (Reuters) - Chinese authorities are set to allow Didi Global&#39;s ride-hailing and other apps back on domestic app stores as soon as next week, five sources told Reuters, in yet another signal that their two-year regulatory crackdown on the technology sector is ending.</p><p>Didi has been awaiting authorities&#39; approval to resume new user registrations and downloads of its 25 banned apps in China as a key step to resume normal business since its regulatory troubles started in mid-2021.</p><p>The lifting of the new user ban and app resumption for its flagship ride-hailing services and other business could take place before the Lunar New Year which begins on Jan. 22, said four of the sources.</p><p>The one-week-long holiday period in China would help Didi start to attract new clients for the business and work towards bringing it back to normal, added two of the sources.</p><p>A lifting of the ban on Didi apps would come as Chinese policymakers seek to restore private sector confidence and count on the technology industry to help spur economic activity that has been ravaged by the COVID-19 pandemic.</p><p>A restoration of apps would also signal Didi&#39;s completion of its nearly two-year long regulatory-driven revamp, and will come after the powerful cyber watchdog Cyberspace Administration of China (CAC) imposed in July a $1.2 billion fine on the company.</p><p>Didi did not immediately respond to a Reuters request for comment.</p><p>CAC and the State Council Information Office, which handles media queries for the government, did not immediately respond to Reuters requests for comment.</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>China to Allow Didi Apps Back Online, in Latest Sign of Regulatory Thaw-Sources</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina to Allow Didi Apps Back Online, in Latest Sign of Regulatory Thaw-Sources\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\">2023-01-13 13:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 13 (Reuters) - Chinese authorities are set to allow Didi Global&#39;s ride-hailing and other apps back on domestic app stores as soon as next week, five sources told Reuters, in yet another signal that their two-year regulatory crackdown on the technology sector is ending.</p><p>Didi has been awaiting authorities&#39; approval to resume new user registrations and downloads of its 25 banned apps in China as a key step to resume normal business since its regulatory troubles started in mid-2021.</p><p>The lifting of the new user ban and app resumption for its flagship ride-hailing services and other business could take place before the Lunar New Year which begins on Jan. 22, said four of the sources.</p><p>The one-week-long holiday period in China would help Didi start to attract new clients for the business and work towards bringing it back to normal, added two of the sources.</p><p>A lifting of the ban on Didi apps would come as Chinese policymakers seek to restore private sector confidence and count on the technology industry to help spur economic activity that has been ravaged by the COVID-19 pandemic.</p><p>A restoration of apps would also signal Didi&#39;s completion of its nearly two-year long regulatory-driven revamp, and will come after the powerful cyber watchdog Cyberspace Administration of China (CAC) imposed in July a $1.2 billion fine on the company.</p><p>Didi did not immediately respond to a Reuters request for comment.</p><p>CAC and the State Council Information Office, which handles media queries for the government, did not immediately respond to Reuters requests for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","DIDIY":"DiDi Global Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110640375","content_text":"Jan 13 (Reuters) - Chinese authorities are set to allow Didi Global's ride-hailing and other apps back on domestic app stores as soon as next week, five sources told Reuters, in yet another signal that their two-year regulatory crackdown on the technology sector is ending.Didi has been awaiting authorities' approval to resume new user registrations and downloads of its 25 banned apps in China as a key step to resume normal business since its regulatory troubles started in mid-2021.The lifting of the new user ban and app resumption for its flagship ride-hailing services and other business could take place before the Lunar New Year which begins on Jan. 22, said four of the sources.The one-week-long holiday period in China would help Didi start to attract new clients for the business and work towards bringing it back to normal, added two of the sources.A lifting of the ban on Didi apps would come as Chinese policymakers seek to restore private sector confidence and count on the technology industry to help spur economic activity that has been ravaged by the COVID-19 pandemic.A restoration of apps would also signal Didi's completion of its nearly two-year long regulatory-driven revamp, and will come after the powerful cyber watchdog Cyberspace Administration of China (CAC) imposed in July a $1.2 billion fine on the company.Didi did not immediately respond to a Reuters request for comment.CAC and the State Council Information Office, which handles media queries for the government, did not immediately respond to Reuters requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963770805,"gmtCreate":1668773831508,"gmtModify":1676538111714,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HST.SI\">$LION-OCBC HSTECH ETF S$(HST.SI)$ &nbsp;</a>up Up","listText":"<a href=\"https://ttm.financial/S/HST.SI\">$LION-OCBC HSTECH ETF S$(HST.SI)$ &nbsp;</a>up Up","text":"$LION-OCBC HSTECH ETF S$(HST.SI)$ up Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963770805","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935856376,"gmtCreate":1663072553995,"gmtModify":1676537196314,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Means.....more tightening","listText":"Means.....more tightening","text":"Means.....more tightening","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935856376","repostId":"1183554372","repostType":4,"repost":{"id":"1183554372","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":1663072226,"share":"https://ttm.financial/m/news/1183554372?lang=&edition=fundamental","pubTime":"2022-09-13 20:30","market":"us","language":"en","title":"U.S. Consumer Prices Rose 8.3% in August, Higher Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1183554372","media":"Tiger Newspress","summary":"Inflation rose more than expected in August even as gas prices helped give consumers a little bit of","content":"<html><head></head><body><p>Inflation rose more than expected in August even as gas prices helped give consumers a little bit of a break, the Bureau of Labor Statistics reported Tuesday.</p><p>The consumer price index, which tracks a broad swath of goods and services, increased 0.1% for the month and 8.3% over the past year. Excluding volatile food and energy costs, CPI rose 0.6% from July and 6.3% from the same month in 2021.</p><p>Economists had been expecting headline inflation to fall 0.1% and core to increase 0.3%, according to Dow Jones estimates. The respective year-over-year estimates were for 8% and 6% gains.</p><p>Energy prices fell 5% for the month, led by a 10.6% slide in the gasoline index. However, those declines were offset by increases elsewhere.</p><p>The food index increased 0.8% in August and shelter costs, which make up about one-third of the weighting in the CPI, jumped 0.7% and are up 6.2% from a year ago.</p><p>Medical care services also showed a big increase, rising 0.8% on the month and up 5.6% from August 2021. New vehicle prices also rose, increasing 0.8% though used vehicles fell 0.1%.</p><p>Markets slumped following the news, Dow Jones Industrial Average futures sank 406 points, or about 1.3%. S&amp;P 500 futures fell 1.7% and Nasdaq 100 futures slid 2.3%.</p><p>Treasury yields leaped higher, as the two-year note, which is most closely tied to Federal Reserve interest rate moves, surging 0.13 percentage point to 3.704%.</p><p>Markets had been widely expecting the Fed to enact a 0.75 percentage point rate increase at its meeting next week. Following the CPI release, traders took the possibility of a half-point move completely off the table and even were pricing in a 10% chance of a full percentage point hike, according to CME Group data.</p><p>“They’re watching for where inflation is coming from,” said Quincy Krosby, chief equity strategist at LPL Financial. “It’s very clear to them that it’s food, it’s transportation and it’s rent. Rent keeps marching higher. That is the most stubborn of everything the Fed is fighting at this point.”</p><p>The report presented conflicting sides of the inflation picture.</p><p>After peaking above $5 a gallon this summer, gasoline prices have pulled back sharply. However, the cost of living in other key areas such as food and shelter continue to push higher, raising concerns that inflation that had been concentrated is now beginning to spread.</p><p>To combat the surge, the Federal Reserve has raised interest rates four times this year for a total of 2.25 percentage points. Tuesday’s report was not expected to have great impact on the September meeting but rather through the end of the year and into 2023 as the central bank looks to tame inflation without tanking the economy.</p><p>The economy broadly has struggled in 2022 after posting its best year since 1984 last year, and inflation has played a major role. Gross domestic product contracted in each of the first two quarters, meeting a widely accepted definition of recession, and is on track to rise at just a 1.3% annualized pace in the third quarter, according to the Atlanta Fed.</p><p>There was some good news for workers in the August report, as real average hourly earnings adjusted for inflation rose a seasonally adjusted 0.2% for the month. However, they remained down 2.8% from a year ago.</p><p>The Fed is hoping to slow a labor market that has posed solid job gains through the year. Specifically, policymakers are concerned about a huge gap between job openings and available workers as labor force participation is stuck below its pre-pandemic levels. That has resulted in rising wages that have in turn put pressure on prices.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Consumer Prices Rose 8.3% in August, Higher Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Consumer Prices Rose 8.3% in August, Higher Than Expected\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\">2022-09-13 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation rose more than expected in August even as gas prices helped give consumers a little bit of a break, the Bureau of Labor Statistics reported Tuesday.</p><p>The consumer price index, which tracks a broad swath of goods and services, increased 0.1% for the month and 8.3% over the past year. Excluding volatile food and energy costs, CPI rose 0.6% from July and 6.3% from the same month in 2021.</p><p>Economists had been expecting headline inflation to fall 0.1% and core to increase 0.3%, according to Dow Jones estimates. The respective year-over-year estimates were for 8% and 6% gains.</p><p>Energy prices fell 5% for the month, led by a 10.6% slide in the gasoline index. However, those declines were offset by increases elsewhere.</p><p>The food index increased 0.8% in August and shelter costs, which make up about one-third of the weighting in the CPI, jumped 0.7% and are up 6.2% from a year ago.</p><p>Medical care services also showed a big increase, rising 0.8% on the month and up 5.6% from August 2021. New vehicle prices also rose, increasing 0.8% though used vehicles fell 0.1%.</p><p>Markets slumped following the news, Dow Jones Industrial Average futures sank 406 points, or about 1.3%. S&amp;P 500 futures fell 1.7% and Nasdaq 100 futures slid 2.3%.</p><p>Treasury yields leaped higher, as the two-year note, which is most closely tied to Federal Reserve interest rate moves, surging 0.13 percentage point to 3.704%.</p><p>Markets had been widely expecting the Fed to enact a 0.75 percentage point rate increase at its meeting next week. Following the CPI release, traders took the possibility of a half-point move completely off the table and even were pricing in a 10% chance of a full percentage point hike, according to CME Group data.</p><p>“They’re watching for where inflation is coming from,” said Quincy Krosby, chief equity strategist at LPL Financial. “It’s very clear to them that it’s food, it’s transportation and it’s rent. Rent keeps marching higher. That is the most stubborn of everything the Fed is fighting at this point.”</p><p>The report presented conflicting sides of the inflation picture.</p><p>After peaking above $5 a gallon this summer, gasoline prices have pulled back sharply. However, the cost of living in other key areas such as food and shelter continue to push higher, raising concerns that inflation that had been concentrated is now beginning to spread.</p><p>To combat the surge, the Federal Reserve has raised interest rates four times this year for a total of 2.25 percentage points. Tuesday’s report was not expected to have great impact on the September meeting but rather through the end of the year and into 2023 as the central bank looks to tame inflation without tanking the economy.</p><p>The economy broadly has struggled in 2022 after posting its best year since 1984 last year, and inflation has played a major role. Gross domestic product contracted in each of the first two quarters, meeting a widely accepted definition of recession, and is on track to rise at just a 1.3% annualized pace in the third quarter, according to the Atlanta Fed.</p><p>There was some good news for workers in the August report, as real average hourly earnings adjusted for inflation rose a seasonally adjusted 0.2% for the month. However, they remained down 2.8% from a year ago.</p><p>The Fed is hoping to slow a labor market that has posed solid job gains through the year. Specifically, policymakers are concerned about a huge gap between job openings and available workers as labor force participation is stuck below its pre-pandemic levels. That has resulted in rising wages that have in turn put pressure on prices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183554372","content_text":"Inflation rose more than expected in August even as gas prices helped give consumers a little bit of a break, the Bureau of Labor Statistics reported Tuesday.The consumer price index, which tracks a broad swath of goods and services, increased 0.1% for the month and 8.3% over the past year. Excluding volatile food and energy costs, CPI rose 0.6% from July and 6.3% from the same month in 2021.Economists had been expecting headline inflation to fall 0.1% and core to increase 0.3%, according to Dow Jones estimates. The respective year-over-year estimates were for 8% and 6% gains.Energy prices fell 5% for the month, led by a 10.6% slide in the gasoline index. However, those declines were offset by increases elsewhere.The food index increased 0.8% in August and shelter costs, which make up about one-third of the weighting in the CPI, jumped 0.7% and are up 6.2% from a year ago.Medical care services also showed a big increase, rising 0.8% on the month and up 5.6% from August 2021. New vehicle prices also rose, increasing 0.8% though used vehicles fell 0.1%.Markets slumped following the news, Dow Jones Industrial Average futures sank 406 points, or about 1.3%. S&P 500 futures fell 1.7% and Nasdaq 100 futures slid 2.3%.Treasury yields leaped higher, as the two-year note, which is most closely tied to Federal Reserve interest rate moves, surging 0.13 percentage point to 3.704%.Markets had been widely expecting the Fed to enact a 0.75 percentage point rate increase at its meeting next week. Following the CPI release, traders took the possibility of a half-point move completely off the table and even were pricing in a 10% chance of a full percentage point hike, according to CME Group data.“They’re watching for where inflation is coming from,” said Quincy Krosby, chief equity strategist at LPL Financial. “It’s very clear to them that it’s food, it’s transportation and it’s rent. Rent keeps marching higher. That is the most stubborn of everything the Fed is fighting at this point.”The report presented conflicting sides of the inflation picture.After peaking above $5 a gallon this summer, gasoline prices have pulled back sharply. However, the cost of living in other key areas such as food and shelter continue to push higher, raising concerns that inflation that had been concentrated is now beginning to spread.To combat the surge, the Federal Reserve has raised interest rates four times this year for a total of 2.25 percentage points. Tuesday’s report was not expected to have great impact on the September meeting but rather through the end of the year and into 2023 as the central bank looks to tame inflation without tanking the economy.The economy broadly has struggled in 2022 after posting its best year since 1984 last year, and inflation has played a major role. Gross domestic product contracted in each of the first two quarters, meeting a widely accepted definition of recession, and is on track to rise at just a 1.3% annualized pace in the third quarter, according to the Atlanta Fed.There was some good news for workers in the August report, as real average hourly earnings adjusted for inflation rose a seasonally adjusted 0.2% for the month. However, they remained down 2.8% from a year ago.The Fed is hoping to slow a labor market that has posed solid job gains through the year. Specifically, policymakers are concerned about a huge gap between job openings and available workers as labor force participation is stuck below its pre-pandemic levels. That has resulted in rising wages that have in turn put pressure on prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047599944,"gmtCreate":1656938764188,"gmtModify":1676535918594,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>i believe ....","listText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>i believe ....","text":"$DiDi Global Inc.(DIDIY)$i believe ....","images":[{"img":"https://community-static.tradeup.com/news/7322be047d716888cf2dcfe824d97482","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047599944","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047041175,"gmtCreate":1656839100297,"gmtModify":1676535902494,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>Last min up.....","listText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>Last min up.....","text":"$DiDi Global Inc.(DIDIY)$Last min up.....","images":[{"img":"https://community-static.tradeup.com/news/7322be047d716888cf2dcfe824d97482","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047041175","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041250800,"gmtCreate":1656060976400,"gmtModify":1676535760911,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>pls......","listText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>pls......","text":"$DiDi Global Inc.(DIDIY)$pls......","images":[{"img":"https://community-static.tradeup.com/news/689cd1cc2e55fd436a9b3f4e4efccdb6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041250800","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025639466,"gmtCreate":1653668262555,"gmtModify":1676535324436,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>bleeding...","listText":"<a href=\"https://ttm.financial/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>bleeding...","text":"$DiDi Global Inc.(DIDI)$bleeding...","images":[{"img":"https://community-static.tradeup.com/news/53cd25e9ccaf2a71ce96f8fb54b853dd","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025639466","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086281562,"gmtCreate":1650461976319,"gmtModify":1676534728968,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CSPX.UK\">$ISHRS CORE S&amp;P 500 UCITS ETF USD (ACC)(CSPX.UK)$</a>can't buy this etf here, but why let people see if cant buy ? Just about to buy and find out cannot buy.","listText":"<a href=\"https://ttm.financial/S/CSPX.UK\">$ISHRS CORE S&amp;P 500 UCITS ETF USD (ACC)(CSPX.UK)$</a>can't buy this etf here, but why let people see if cant buy ? Just about to buy and find out cannot buy.","text":"$ISHRS CORE S&P 500 UCITS ETF USD (ACC)(CSPX.UK)$can't buy this etf here, but why let people see if cant buy ? Just about to buy and find out cannot buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086281562","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":225223074258952,"gmtCreate":1696063501172,"gmtModify":1696063504291,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>Just came back from china, people everywhere is using Didi app for transportation. Just need Didi to do something that is inline with the govt to win the support and they will start to fly. My 5cent thought.","listText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>Just came back from china, people everywhere is using Didi app for transportation. Just need Didi to do something that is inline with the govt to win the support and they will start to fly. My 5cent thought.","text":"$DiDi Global Inc.(DIDIY)$ Just came back from china, people everywhere is using Didi app for transportation. Just need Didi to do something that is inline with the govt to win the support and they will start to fly. My 5cent thought.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225223074258952","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185105409556584,"gmtCreate":1686231030186,"gmtModify":1686231034625,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Thought yeaterday they say sell asap but today they say undervalue .......hippocate","listText":"Thought yeaterday they say sell asap but today they say undervalue .......hippocate","text":"Thought yeaterday they say sell asap but today they say undervalue .......hippocate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/185105409556584","repostId":"2341138823","repostType":2,"repost":{"id":"2341138823","pubTimestamp":1686298220,"share":"https://ttm.financial/m/news/2341138823?lang=&edition=fundamental","pubTime":"2023-06-09 16:10","market":"us","language":"en","title":"Palantir: Perhaps An AI Stock That Isn't Overpriced","url":"https://stock-news.laohu8.com/highlight/detail?id=2341138823","media":"Seeking Alpha","summary":"Marco Bello Palantir Technologies Inc. (NYSE:PLTR) is a big data analytics company that has been a recent beneficiary of the artificial intelligence, or AI, wave. From the start of May, the company's ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>The Palantir Technologies Inc. share price has more than doubled since the start of May, a strong result for those who invested with our prior recommendations.</p></li><li><p>Palantir has an impressive AI portfolio with new customers at its door and a proven ability to get large contracts.</p></li><li><p>Going forward, we expect Palantir to be able to start generating substantial cash flow and valuable shareholder returns.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7179834782ae9cbd6b827415fd0eb210\" alt=\"Marco Bello\" title=\"Marco Bello\" tg-width=\"750\" tg-height=\"500\"/><span>Marco Bello</span></p><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NYSE:PLTR) is a big data analytics company that has been a recent beneficiary of the artificial intelligence, or AI, wave. From the start of May, the company&#39;s share price has more than doubled, making it one of the largest beneficiaries as its market cap has soared past $30 billion. As we&#39;ll see throughout this article, Palantir is still undervalued with an ability to continue performing.</p><h2>Palantir 1Q 23 Highlights</h2><p>Palantir had a strong quarter, with the second consecutive quarter of GAAP net income profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2a1923c501ae7b174a0cead22050af7\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"242\"/><span>Palantir Investor Presentation</span></p><p>The company&#39;s adjusted operating margin of 24% remains incredibly strong, and the company&#39;s free cash flow (&#34;FCF&#34; has a 36% margin. With 18% year-over-year revenue growth (23% in the U.S. and 26% commercially), the company has a strong path to continue both revenue and FCF growth. That conversion pipeline is huge for future cash flow.</p><p>The company managed to grow U.S. commercial revenue 39% QoQ with its customer count growing 50% YoY. The company&#39;s strong focus on enterprise customers positions it incredibly well as these enterprises look to take advantage of AI. We expect the company to continue new customer acquisition and contract sizes from existing customers.</p><h2>Palantir Positioning</h2><p>Palantir is incredibly well positioned to bring its AI platform to the corporate masses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf5d333fc9d0bdf26a27e46ed02ea89\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"313\"/><span>Palantir Investor Presentation</span></p><p>The strength of the company&#39;s portfolio is evident through, for example, the recent announcement that it bagged a $463 million contract with U.S. Special Forces for AI. Palantir is one of the strongest companies in the AI space, especially when looking at directly selling AI to customers. Its leadership will enable it to dominate as new companies move to the space.</p><p>The company&#39;s positioning is part of the reason why its share price has outperformed over the last month, but we don&#39;t see that as the end of things.</p><h2>Palantir Financial Results</h2><p>The company&#39;s financial results have been incredibly strong.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65aac1ddea840ec12aae7b3b0a9f14f5\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"280\"/><span>Palantir Investor Presentation</span></p><p>The company signed 64 deals during the last quarter, and it&#39;s shown an increased ability to get large scale deals. The company has closed almost $400 million in new contracts, a 60% improvement YoY, foretelling strong potential revenue growth for the company versus prior growth rates. We see that as only having accelerated into the most recent quarter.</p><p>Palantir&#39;s scale is also evident through deal sizes, with 22 deals at least $5 million and 8 at least $10 million. The company has a proven ability as well to ramp up the size of prior deals as well as get new deals, so the large starting size here is exciting to see.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79b0659463da26c607587e6040131f59\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"334\"/><span>Palantir Investor Presentation</span></p><p>The company also managed to achieve GAAP profitability for the first time in its history, although at a low level. It&#39;s a strong turnaround from 2022 when the company had -$160 million in GAAP income for the year. We expect the company to have positive GAAP income for the year, which combined with a strong cash position will enable shareholder returns.</p><h2>Palantir Revenue / Margin Growth</h2><p>The company is focused on growing both revenues and margins.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e983c726c7f3d400e2ecd9ef31b62dc\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"234\"/><span>Palantir Investor Presentation</span></p><p>For Q2, 2023, Palantir expects $530 million in revenue, roughly the same as Q1. However, the company&#39;s FY 2023 target is $2.21 billion, meaning a strong growth to revenue in the second half of the year. The company&#39;s adjusted income from operations target is $530 million, which we expect to be primarily FCF.</p><p>That represents a ~2% FCF yield for the company and shows its financial strength. The company had 81% margins in the most recent quarter, a slight YoY increase from 80%. Those incredibly high adjusted gross margins will enable continued FCF strength and given the company&#39;s high fixed costs we expect revenue growth to lead to more increase.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89ae97df08823e34ff8a232dbb0015bc\" alt=\"Palantir Investor Presentation\" title=\"Palantir Investor Presentation\" tg-width=\"640\" tg-height=\"295\"/><span>Palantir Investor Presentation</span></p><p>Palantir&#39;s strength is shown less through its revenue growth and more so in the graph for the right. For the first time, the company&#39;s top 20 customers have crossed $1 billion in annual revenue. For these companies, Palantir has become an integral part in how they function.</p><p>The company&#39;s ability to acquire new customers and grow relationships with existing customers is a double whammy that will lead to long-term sustainable growth.</p><h2>Thesis Risk</h2><p>The largest risk to our thesis is Palantir&#39;s ability to continue growing cash flow to justify its valuation. On paper, it looks great, but the company has $750 million in annualized cash flow, which is a FCF yield of 2.5%. That&#39;s an atrocious long-term valuation and shows that the company has growth ahead to justify its current valuation.</p><p>Not achieving that growth would make the company a poor investment.</p><h2>Conclusion</h2><p>Subtracting the cash, Palantir has a roughly $27 billion valuation, a substantial increase over the $12 billion non-cash valuation a month ago. Despite that, we still see the company as one of the unique opportunities in the AI market. Palantir is not only rapidly and sustainably growing revenue from existing customers, it&#39;s picking up numerous additional customers.</p><p>At a 2% FCF yield with a double-digit growth rate, Palantir Technologies Inc. has the ability to continue growing. It has no debt and a strong net cash position which means profits can be rapidly directed to shareholders. Putting all of this together, Palantir is a valuable long-term investment that can drive substantial returns.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Perhaps An AI Stock That Isn't Overpriced</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Perhaps An AI Stock That Isn't Overpriced\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610058-palantir-perhaps-an-ai-stock-that-isnt-overpriced><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Palantir Technologies Inc. share price has more than doubled since the start of May, a strong result for those who invested with our prior recommendations.Palantir has an impressive AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610058-palantir-perhaps-an-ai-stock-that-isnt-overpriced\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4588":"碎股"},"source_url":"https://seekingalpha.com/article/4610058-palantir-perhaps-an-ai-stock-that-isnt-overpriced","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341138823","content_text":"SummaryThe Palantir Technologies Inc. share price has more than doubled since the start of May, a strong result for those who invested with our prior recommendations.Palantir has an impressive AI portfolio with new customers at its door and a proven ability to get large contracts.Going forward, we expect Palantir to be able to start generating substantial cash flow and valuable shareholder returns.Marco BelloPalantir Technologies Inc. (NYSE:PLTR) is a big data analytics company that has been a recent beneficiary of the artificial intelligence, or AI, wave. From the start of May, the company's share price has more than doubled, making it one of the largest beneficiaries as its market cap has soared past $30 billion. As we'll see throughout this article, Palantir is still undervalued with an ability to continue performing.Palantir 1Q 23 HighlightsPalantir had a strong quarter, with the second consecutive quarter of GAAP net income profitability.Palantir Investor PresentationThe company's adjusted operating margin of 24% remains incredibly strong, and the company's free cash flow (\"FCF\" has a 36% margin. With 18% year-over-year revenue growth (23% in the U.S. and 26% commercially), the company has a strong path to continue both revenue and FCF growth. That conversion pipeline is huge for future cash flow.The company managed to grow U.S. commercial revenue 39% QoQ with its customer count growing 50% YoY. The company's strong focus on enterprise customers positions it incredibly well as these enterprises look to take advantage of AI. We expect the company to continue new customer acquisition and contract sizes from existing customers.Palantir PositioningPalantir is incredibly well positioned to bring its AI platform to the corporate masses.Palantir Investor PresentationThe strength of the company's portfolio is evident through, for example, the recent announcement that it bagged a $463 million contract with U.S. Special Forces for AI. Palantir is one of the strongest companies in the AI space, especially when looking at directly selling AI to customers. Its leadership will enable it to dominate as new companies move to the space.The company's positioning is part of the reason why its share price has outperformed over the last month, but we don't see that as the end of things.Palantir Financial ResultsThe company's financial results have been incredibly strong.Palantir Investor PresentationThe company signed 64 deals during the last quarter, and it's shown an increased ability to get large scale deals. The company has closed almost $400 million in new contracts, a 60% improvement YoY, foretelling strong potential revenue growth for the company versus prior growth rates. We see that as only having accelerated into the most recent quarter.Palantir's scale is also evident through deal sizes, with 22 deals at least $5 million and 8 at least $10 million. The company has a proven ability as well to ramp up the size of prior deals as well as get new deals, so the large starting size here is exciting to see.Palantir Investor PresentationThe company also managed to achieve GAAP profitability for the first time in its history, although at a low level. It's a strong turnaround from 2022 when the company had -$160 million in GAAP income for the year. We expect the company to have positive GAAP income for the year, which combined with a strong cash position will enable shareholder returns.Palantir Revenue / Margin GrowthThe company is focused on growing both revenues and margins.Palantir Investor PresentationFor Q2, 2023, Palantir expects $530 million in revenue, roughly the same as Q1. However, the company's FY 2023 target is $2.21 billion, meaning a strong growth to revenue in the second half of the year. The company's adjusted income from operations target is $530 million, which we expect to be primarily FCF.That represents a ~2% FCF yield for the company and shows its financial strength. The company had 81% margins in the most recent quarter, a slight YoY increase from 80%. Those incredibly high adjusted gross margins will enable continued FCF strength and given the company's high fixed costs we expect revenue growth to lead to more increase.Palantir Investor PresentationPalantir's strength is shown less through its revenue growth and more so in the graph for the right. For the first time, the company's top 20 customers have crossed $1 billion in annual revenue. For these companies, Palantir has become an integral part in how they function.The company's ability to acquire new customers and grow relationships with existing customers is a double whammy that will lead to long-term sustainable growth.Thesis RiskThe largest risk to our thesis is Palantir's ability to continue growing cash flow to justify its valuation. On paper, it looks great, but the company has $750 million in annualized cash flow, which is a FCF yield of 2.5%. That's an atrocious long-term valuation and shows that the company has growth ahead to justify its current valuation.Not achieving that growth would make the company a poor investment.ConclusionSubtracting the cash, Palantir has a roughly $27 billion valuation, a substantial increase over the $12 billion non-cash valuation a month ago. Despite that, we still see the company as one of the unique opportunities in the AI market. Palantir is not only rapidly and sustainably growing revenue from existing customers, it's picking up numerous additional customers.At a 2% FCF yield with a double-digit growth rate, Palantir Technologies Inc. has the ability to continue growing. It has no debt and a strong net cash position which means profits can be rapidly directed to shareholders. Putting all of this together, Palantir is a valuable long-term investment that can drive substantial returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575535431943242","authorId":"3575535431943242","name":"Tootsieroll","avatar":"https://static.tigerbbs.com/e1ec6090a100f45863daf6da5efcf9ad","crmLevel":8,"crmLevelSwitch":0,"idStr":"3575535431943242","authorIdStr":"3575535431943242"},"content":"Welcome to market manip ulation","text":"Welcome to market manip ulation","html":"Welcome to market manip ulation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347697754,"gmtCreate":1618491576378,"gmtModify":1704711643494,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>this moutntain is hard to climb","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>this moutntain is hard to climb","text":"$Sundial Growers Inc.(SNDL)$this moutntain is hard to climb","images":[{"img":"https://static.tigerbbs.com/e720449c0ce5afead96d45ec7e9241ee","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/347697754","isVote":1,"tweetType":1,"viewCount":2382,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568017789423337","authorId":"3568017789423337","name":"付大姐","avatar":"https://static.tigerbbs.com/ba2933918ad484230d5b035fcac907dc","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568017789423337","authorIdStr":"3568017789423337"},"content":"hopeless. buckrupt in the end","text":"hopeless. buckrupt in the end","html":"hopeless. buckrupt in the end"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107633703,"gmtCreate":1620478391402,"gmtModify":1704344220458,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>You will raise from the dead !!!","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>You will raise from the dead !!!","text":"$Sundial Growers Inc.(SNDL)$You will raise from the dead !!!","images":[{"img":"https://static.tigerbbs.com/a361b7fe8fc09995cdecbc6e50261504","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/107633703","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544052558873508","authorId":"3544052558873508","name":"Bwater","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544052558873508","authorIdStr":"3544052558873508"},"content":"On February 11, I bought a kite on the top of the mountain [covering my face]","text":"On February 11, I bought a kite on the top of the mountain [covering my face]","html":"On February 11, I bought a kite on the top of the mountain [covering my face]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":105158656,"gmtCreate":1620281004475,"gmtModify":1704341292843,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>.............","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>.............","text":"$Sundial Growers Inc.(SNDL)$.............","images":[{"img":"https://static.tigerbbs.com/8c0fb93b020ea0432d926f895bdfab40","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/105158656","isVote":1,"tweetType":1,"viewCount":2193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":329467657,"gmtCreate":1615271345279,"gmtModify":1704780390572,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>still holding","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>still holding","text":"$Sundial Growers Inc.(SNDL)$still holding","images":[{"img":"https://static.tigerbbs.com/7b3c4e080c261d0e716360dedec32d9a","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/329467657","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552027531241283","authorId":"3552027531241283","name":"TioTeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3552027531241283","authorIdStr":"3552027531241283"},"content":"wtf how much did you buy?","text":"wtf how much did you buy?","html":"wtf how much did you buy?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952346420,"gmtCreate":1674489218161,"gmtModify":1676538943015,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>i need power","listText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>i need power","text":"$DiDi Global Inc.(DIDIY)$ i need power","images":[{"img":"https://community-static.tradeup.com/news/a764389deb51d6bed669bc7c06f7fc38","width":"720","height":"1386"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952346420","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356399422,"gmtCreate":1616753672266,"gmtModify":1704798382281,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Try again","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Try again","text":"$Sundial Growers Inc.(SNDL)$Try again","images":[{"img":"https://static.tigerbbs.com/615b76e6fdcf8a5dfdf101404434fa40","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/356399422","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574124476917262","authorId":"3574124476917262","name":"zoedian","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574124476917262","authorIdStr":"3574124476917262"},"content":"how you buy at 4 o.o it's not even on the graph","text":"how you buy at 4 o.o it's not even on the graph","html":"how you buy at 4 o.o it's not even on the graph"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":111789961,"gmtCreate":1622699368653,"gmtModify":1704189196388,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>come on baby, u can do it !","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>come on baby, u can do it !","text":"$Sundial Growers Inc.(SNDL)$come on baby, u can do it !","images":[{"img":"https://static.tigerbbs.com/2901f8c2a0bec03739d82ce4f523bcd4","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/111789961","isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187118790992048,"gmtCreate":1686722782590,"gmtModify":1686722787587,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Seeking alpha news is a joke. Yesterday under value, today over value and tomorrow under value. Everyday change like indian roti prata, filp here filp there","listText":"Seeking alpha news is a joke. Yesterday under value, today over value and tomorrow under value. Everyday change like indian roti prata, filp here filp there","text":"Seeking alpha news is a joke. Yesterday under value, today over value and tomorrow under value. Everyday change like indian roti prata, filp here filp there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187118790992048","repostId":"2343567514","repostType":2,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156577869,"gmtCreate":1625233055451,"gmtModify":1703738977437,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>china&nbsp;Investigation will act like a spring, once release it will fly.&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>china&nbsp;Investigation will act like a spring, once release it will fly.&nbsp;","text":"$DiDi Global Inc.(DIDI)$china Investigation will act like a spring, once release it will fly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156577869","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106708491,"gmtCreate":1620142833913,"gmtModify":1704339304876,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ahhhhhh...","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>ahhhhhh...","text":"$Sundial Growers Inc.(SNDL)$ahhhhhh...","images":[{"img":"https://static.tigerbbs.com/05dd4257e4ebc8d1823e27a11bdbcf1b","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/106708491","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":101444329,"gmtCreate":1619936586061,"gmtModify":1704336583784,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Like..","listText":"Like..","text":"Like..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101444329","repostId":"1103106179","repostType":4,"repost":{"id":"1103106179","pubTimestamp":1619917622,"share":"https://ttm.financial/m/news/1103106179?lang=&edition=fundamental","pubTime":"2021-05-02 09:07","market":"us","language":"en","title":"Berkshire Hathaway Annual Meeting 2021: Highlights and storylines","url":"https://stock-news.laohu8.com/highlight/detail?id=1103106179","media":"Tiger Newspress","summary":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world","content":"<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AM</p><p>Warren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\"><b>Playback Live Here！</b></a></p><p>In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.</p><p>In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.</p><p>Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.</p><p>Here were some of the highlights from the event.</p><p>—</p><p>Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.</p><p>\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"</p><p>\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.</p><p>—</p><p>Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.</p><p>“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"</p><p>\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”</p><p>—</p><p>Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.</p><p>\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"</p><p>Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&amp;T Bank Corp (MTB).</p><p>\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"</p><p>—</p><p>A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.</p><p>\"This is an easy one. No thank you, I’ll pass,\" Jain said.</p><p>“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”</p><p>—</p><p>Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"</p><p>\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"</p><p>Munger, however, issued a more direct attack.</p><p>\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"</p><p>—</p><p>Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.</p><p>\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"</p><p>\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"</p><p>Munger offered a similar view.</p><p>\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"</p><p>—</p><p>Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.</p><p>\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"</p><p>\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"</p><p>—</p><p>Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.</p><p>\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.</p><p>\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"</p><p>\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.</p><p>—</p><p>Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.</p><p>\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"</p><p>\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"</p><p>Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.</p><p>—</p><p>A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.</p><p>\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"</p><p>\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"</p><p>\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"</p><p>—</p><p>One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.</p><p>\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"</p><p>\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"</p><p>\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"</p><p>\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"</p><p>Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"</p><p>\"The people who ask the questions think they know the answer. We're just more modest.\"</p><p>—</p><p>Most investors would benefit from simply purchasing an S&amp;P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.</p><p>\"I recommend the S&amp;P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&amp;P 500 index fund.\"</p><p>\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"</p><p>Charlie Munger, on the other hand, had a different perspective.</p><p>\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"</p><p>—</p><p>Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.</p><p>But only a couple hundred years ago, the U.S. looked like the underdog.</p><p>\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"</p><p>\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"</p><p>—</p><p>In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.</p><p>\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"</p><p>He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.</p><p>\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"</p><p>—</p><p>The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.</p><p>\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"</p><p>\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"</p><p>See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.</p><p>—</p><p>Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.</p><p>Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.</p><p>Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\">If you want to watch the full live video, please click here.</a></p>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway Annual Meeting 2021: Highlights and storylines</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\">\nBerkshire Hathaway Annual Meeting 2021: Highlights and storylines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-02 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-...</p>\n\n<a href=\"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103106179","content_text":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.Here were some of the highlights from the event.—Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.—Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”—Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&T Bank Corp (MTB).\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"—A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.\"This is an easy one. No thank you, I’ll pass,\" Jain said.“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”—Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"Munger, however, issued a more direct attack.\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"—Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"Munger offered a similar view.\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"—Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"—Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.—Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.—A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"—One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"\"The people who ask the questions think they know the answer. We're just more modest.\"—Most investors would benefit from simply purchasing an S&P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.\"I recommend the S&P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&P 500 index fund.\"\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"Charlie Munger, on the other hand, had a different perspective.\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"—Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.But only a couple hundred years ago, the U.S. looked like the underdog.\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"—In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"—The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.—Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.If you want to watch the full live video, please click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326066340,"gmtCreate":1615565218380,"gmtModify":1704784721054,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>??","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>??","text":"$Sundial Growers Inc.(SNDL)$??","images":[{"img":"https://static.tigerbbs.com/4be9fa93a6a7726e6b438ddff0630859","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326066340","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047041175,"gmtCreate":1656839100297,"gmtModify":1676535902494,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>Last min up.....","listText":"<a 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cos","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101444831","repostId":"1155857726","repostType":4,"repost":{"id":"1155857726","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":1619795809,"share":"https://ttm.financial/m/news/1155857726?lang=&edition=fundamental","pubTime":"2021-04-30 23:16","market":"us","language":"en","title":"Fed's Kaplan sees financial market 'excesses,' eyes QE taper","url":"https://stock-news.laohu8.com/highlight/detail?id=1155857726","media":"Reuters","summary":"Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial","content":"<p>Dallas Federal 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.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\">\nFed's Kaplan sees financial market 'excesses,' eyes QE taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.</p>\n<p>\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155857726","content_text":"Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.\n\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807233172,"gmtCreate":1628038088396,"gmtModify":1703499975707,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>died...","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>died...","text":"$DiDi Global 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20:36","market":"us","language":"en","title":"The tech giants showed how dominant they are this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199870015","media":"CNBC","summary":"In many cases, relatively small business units buried within the giants are generating more revenue ","content":"<div>\n<p>In many cases, relatively small business units buried within the giants are generating more revenue than entire big-name tech companies.These tech giants turn the law of large numbers on its head.The ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/30/tech-giants-q1-earnings-showed-dominance-amzn-aapl-googl-fb-msft.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The tech giants showed how dominant they are 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{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe tech giants showed how dominant they are this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/30/tech-giants-q1-earnings-showed-dominance-amzn-aapl-googl-fb-msft.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In many cases, relatively small business units buried within the giants are generating more revenue than entire big-name tech companies.These tech giants turn the law of large numbers on its head.The ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/30/tech-giants-q1-earnings-showed-dominance-amzn-aapl-googl-fb-msft.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://www.cnbc.com/2021/04/30/tech-giants-q1-earnings-showed-dominance-amzn-aapl-googl-fb-msft.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1199870015","content_text":"In many cases, relatively small business units buried within the giants are generating more revenue than entire big-name tech companies.These tech giants turn the law of large numbers on its head.The tech industry is really two industries. There are the five giants, which operate at an almost unimaginable scale, and then there's everybody else.Alphabet, Amazon, Apple, Facebook and Microsoft all reported March quarter earnings this week, and some of the numbers that came out showed how dominant they are. In many cases, relatively small business units buried within the giants are generating more revenue than entire big-name tech companies.For instance:Google’s YouTubeison trackto generate as much revenue this year asNetflix— once dubbed a peer in the collection of “FAANG” stocks. Yet, YouTube is a relatively small business forGoogle, accounting for only 13% of its advertising revenue. Meanwhile, parent company Alphabetgained another $4.5 billionfrom an increase in the value of investments it’s made in start-ups over the last decade, as many of those start-ups have gone public or raised new rounds at dramatically higher valuations.Amazon’s advertisingbusiness generated close to $7 billion during the quarter, and its growth rate is accelerating. That’s nearlyseven times as muchas all ofTwitter, but it’s barely noticeable against Amazon’stotal quarterly revenueof over $108 billion. Meanwhile, the company’s cloud computing business,Amazon Web Services, generated more revenue in the first quarter of 2021 than all ofOracledid in itsfiscal third quarter, which ended Feb. 28.Microsoft’s LinkedInhas bookedmore than $3 billion in ad revenueduring the last year, which is more than the entirety ofSnaporPinterest. But that’s a drop in the bucket forMicrosoft, which has booked over $121 billion in the last nine months alone.Apple’s gadget business,dubbed “Wearables, Home and Accessories” and consisting of Apple Watch, audio add-ons like AirPods and HomePods, and other home devices like Apple TV, booked more than $7.8 billion in the quarter ended Mar. 31. That’s more thanHP’s laptop businessgenerated in its quarter ended Jan. 31— which, unlike Apple’s quarter, encompassed the holiday buying season. Yet it only accounted for 8.7% of Apple’s overall sales. Apple’s iPhone business, meanwhile, is truly in a class by itself — it generated more revenues than all of Microsoft, as has been the case for years.Facebookdoesn’t break out the performance of its business units, making it hard to get a feel for how they stack up against stand-alone competitors. But the company says 2.7 billion people use one of its apps every day, and 3.4 billion people use them at least once a month, making it equal in scale to these other giants, even if it’s the only one with a market cap still under $1 trillion. Bloomberg hasreportedthat Instagram generated $20 billion in ad revenue in 2019, putting it among the biggest digital advertising properties in the world — and well ahead of social media competitors like Snap, Pinterest and Twitter.The law of large numbers turned on its headTypically in business, companies run into the “law of large numbers,” and growth rates slow. Conventional wisdom dictates that generating $500 million in new revenue is a lot harder than generating $50 million, so by mathematical law, it’s harder to grow 50% from $1 billion than from $100 million.But the nature of technology platforms turns that law on its head. When a tech business achieves truly massive scale — and all of these companies have multiple businesses that reach more than one billion customers — it’s easier to grow by collecting additional streams of revenue from a massive installed base than it is to invent new business areas from scratch or steal customers from bigger competitors.These giants can take the data from their already massive operations to learn about their customers and sell them new products effectively. They can leverage existing customer relationships to sell add-on products. They can use their cash flow or stock tobuy promising new upstartsand, if they decline,clone them.Nothing makes a dent. They brush off congressional hearings, fines from regulators, antitrust investigations, complaints from disgruntled employees, unionization drives and negative press like so many mosquitoes. When the Covid pandemic slammed into the economy and shut down most of the world, they thrived. Now that Covid is easing up in the U.S., they...continue to thrive.Smaller tech companies offer bigger opportunities for growth and returns over the long term. But if investors are looking for investments with the safety of U.S. government bonds and the prospect of at least some future growth, there is no investment class like the tech giants.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322288044,"gmtCreate":1615810215288,"gmtModify":1704786840430,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570877693225065","authorIdStr":"3570877693225065"},"themes":[],"htmlText":"Yay&nbsp;","listText":"Yay&nbsp;","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322288044","repostId":"2119912680","repostType":4,"repost":{"id":"2119912680","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1615808700,"share":"https://ttm.financial/m/news/2119912680?lang=&edition=fundamental","pubTime":"2021-03-15 19:45","market":"hk","language":"en","title":"Extended Stay's stock soars after WSJ report of $6 billion buyout deal with Blackstone, Starwood","url":"https://stock-news.laohu8.com/highlight/detail?id=2119912680","media":"Dow Jones","summary":"Shares of Extended Stay America Inc. (STAY) soared 15.9% toward a 2-year in premarket trading Monday","content":"<p>Shares of <a href=\"https://laohu8.com/S/STAY\">Extended Stay America Inc</a>. (STAY) soared 15.9% toward a 2-year in premarket trading Monday, after The Wall Street Journal reported and Starwood Capital Group in a deal valued at $6 billion. The WSJ report did not have a per-share price paid, but said the companies will release details of the deal on Monday. Extended Stay's stock closed Friday at $16.94, giving the company a market capitalization of $3.01 billion. The stock has rallied 137.9% over the past 12 months, while the S&amp;P 500 has gained 45.5%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Extended Stay's stock soars after WSJ report of $6 billion buyout deal with Blackstone, Starwood</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\">\nExtended Stay's stock soars after WSJ report of $6 billion buyout deal with Blackstone, Starwood\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-15 19:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of <a href=\"https://laohu8.com/S/STAY\">Extended Stay America Inc</a>. (STAY) soared 15.9% toward a 2-year in premarket trading Monday, after The Wall Street Journal reported and Starwood Capital Group in a deal valued at $6 billion. The WSJ report did not have a per-share price paid, but said the companies will release details of the deal on Monday. Extended Stay's stock closed Friday at $16.94, giving the company a market capitalization of $3.01 billion. The stock has rallied 137.9% over the past 12 months, while the S&amp;P 500 has gained 45.5%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STAY":"Extended Stay America Inc","BX":"黑石"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119912680","content_text":"Shares of Extended Stay America Inc. (STAY) soared 15.9% toward a 2-year in premarket trading Monday, after The Wall Street Journal reported and Starwood Capital Group in a deal valued at $6 billion. The WSJ report did not have a per-share price paid, but said the companies will release details of the deal on Monday. Extended Stay's stock closed Friday at $16.94, giving the company a market capitalization of $3.01 billion. The stock has rallied 137.9% over the past 12 months, while the S&P 500 has gained 45.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}