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Forest33
2022-02-14
Global chips shortage. Buy buy buy
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Forest33
2022-01-28
All the way....Cathie Wood just bought some yest
Apple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion
Forest33
2021-05-18
Go green ?
EV Stocks are blazing hot, once again.
Forest33
2022-04-11
Big opportunity to Buy in
Mega-cap Growth Stocks Fell in Morning Trading
Forest33
2022-01-27
Pfizer best hedge....loads other Drugs
Vaccine Stocks Rebounded in Premarket Trading,with Novavx and Moderna Rising Over 3%
Forest33
2022-01-27
Used to drink loads in 2019 shanghai
Luckin Coffee Rose Over 12% in Morning Trading
Forest33
2021-06-26
10x trailing behind Tsla, ao its $67/ way to go..?
NIO Still Has Significant Upside Potential
Forest33
2021-12-31
Vacc and Fly
Pfizer Stock Gained 2% in Morning Trading
Forest33
2022-04-14
Chips shortage, buy buy
2 Semiconductor Stocks That Could Run Up Exponentially
Forest33
2022-01-26
Chips shortages, lasting only 5D ahead
Semiconductor Stocks Jumped in Morning Trading,with Broadcom Rising Nearly 4%
Forest33
2022-05-05
ELON offer $54.10/ buy buy BUY
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Forest33
2022-04-27
Yes, just sold at 911. Pardon the numbers
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Forest33
2022-04-13
Buy in
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Forest33
2022-02-08
Time to Load Up
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Forest33
2022-01-28
And Soar
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Forest33
02-01
$Apple(AAPL)$
an Apple a day keeps the Doubter away Yes shotting pass 200 soon
Go to Tiger App to see more news
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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> an Apple a day keeps the Doubter away Yes shotting pass 200 soon ","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> an Apple a day keeps the Doubter away Yes shotting pass 200 soon ","text":"$Apple(AAPL)$ an Apple a day keeps the Doubter away Yes shotting pass 200 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BUY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068618433","repostId":"1117139462","repostType":4,"repost":{"id":"1117139462","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651747042,"share":"https://ttm.financial/m/news/1117139462?lang=&edition=fundamental","pubTime":"2022-05-05 18:37","market":"us","language":"en","title":"Elon Musk Gets $7 Billion in Fresh Financing For Twitter Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1117139462","media":"Tiger Newspress","summary":"Tesla Inc. Chief Executive Elon Musk said he has received letters from investors committing more tha","content":"<html><head></head><body><p>Tesla Inc. Chief Executive Elon Musk said he has received letters from investors committing more than $7 billion in fresh financing to boost the equity part of his offer to buy Twitter Inc.</p><p>Twitter shares rose 2.22% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/cd9e122f16302d1bcbbd9bfdea4f043f\" tg-width=\"843\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/></p><p>Mr. Musk has received letters committing about $7.14 billion from a group of 19 investors, including Sequoia Capital, Oracle Corp. co-founder Larry Ellison and VyCapital, he disclosed in a regulatory filing.</p><p>Prince Alwaleed Bin Talal Bin Abdulaziz Alsaud of Saudi Arabia has also committed to commit nearly 35 million shares in Twitter to retain an investment in the company following Mr. Musk's takeover, the disclosure said.</p><p>Mr. Musk said he is in talks to bring more current Twitter shareholders, including co-founder Jack Dorsey, into the company after the buyout.</p><p>As a result of the new financing commitments, Mr. Musk said the $12.5 billion margin loan he had received to buy Twitter has been reduced to $6.25 billion and the takeover will be financed now by $27.25 billion in equity and cash.</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>Elon Musk Gets $7 Billion in Fresh Financing For Twitter Deal</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\">\nElon Musk Gets $7 Billion in Fresh Financing For Twitter Deal\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\">2022-05-05 18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. Chief Executive Elon Musk said he has received letters from investors committing more than $7 billion in fresh financing to boost the equity part of his offer to buy Twitter Inc.</p><p>Twitter shares rose 2.22% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/cd9e122f16302d1bcbbd9bfdea4f043f\" tg-width=\"843\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/></p><p>Mr. Musk has received letters committing about $7.14 billion from a group of 19 investors, including Sequoia Capital, Oracle Corp. co-founder Larry Ellison and VyCapital, he disclosed in a regulatory filing.</p><p>Prince Alwaleed Bin Talal Bin Abdulaziz Alsaud of Saudi Arabia has also committed to commit nearly 35 million shares in Twitter to retain an investment in the company following Mr. Musk's takeover, the disclosure said.</p><p>Mr. Musk said he is in talks to bring more current Twitter shareholders, including co-founder Jack Dorsey, into the company after the buyout.</p><p>As a result of the new financing commitments, Mr. Musk said the $12.5 billion margin loan he had received to buy Twitter has been reduced to $6.25 billion and the takeover will be financed now by $27.25 billion in equity and cash.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117139462","content_text":"Tesla Inc. Chief Executive Elon Musk said he has received letters from investors committing more than $7 billion in fresh financing to boost the equity part of his offer to buy Twitter Inc.Twitter shares rose 2.22% in premarket trading.Mr. Musk has received letters committing about $7.14 billion from a group of 19 investors, including Sequoia Capital, Oracle Corp. co-founder Larry Ellison and VyCapital, he disclosed in a regulatory filing.Prince Alwaleed Bin Talal Bin Abdulaziz Alsaud of Saudi Arabia has also committed to commit nearly 35 million shares in Twitter to retain an investment in the company following Mr. Musk's takeover, the disclosure said.Mr. Musk said he is in talks to bring more current Twitter shareholders, including co-founder Jack Dorsey, into the company after the buyout.As a result of the new financing commitments, Mr. Musk said the $12.5 billion margin loan he had received to buy Twitter has been reduced to $6.25 billion and the takeover will be financed now by $27.25 billion in equity and cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060026301,"gmtCreate":1651072347996,"gmtModify":1676534844841,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Yes, just sold at 911. Pardon the numbers","listText":"Yes, just sold at 911. Pardon the numbers","text":"Yes, just sold at 911. Pardon the numbers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060026301","repostId":"2230432994","repostType":4,"repost":{"id":"2230432994","kind":"news","pubTimestamp":1651050041,"share":"https://ttm.financial/m/news/2230432994?lang=&edition=fundamental","pubTime":"2022-04-27 17:00","market":"us","language":"en","title":"Why I Sold Tesla And Bought Ford","url":"https://stock-news.laohu8.com/highlight/detail?id=2230432994","media":"seekingalpha","summary":"SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a positi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.</li><li>Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my intuition and research is telling me to make this change.</li><li>In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/924d44c1e072e2ad774acb68c4b49fe9\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><b>What Happened?</b></p><p>Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.</p><p><b>You must take profits to make profits</b></p><p>I often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was "You have to take profits to make profits." The meaning behind this is the fact it's all "unrealized" paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.</p><p><b>Musk's highly leveraged Tesla position increases risk</b></p><p>Elon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can't pay the bills.</p><p>Musk has already stated it's not about the money to him, so that doesn't necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company's share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a "backburner" type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don't find the new Cybertruck appealing. I like Ford's F150 Lightning pickup, which leads me to my next point.</p><p><b>The competition has finally arrived</b></p><p>The Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:</p><blockquote><i>The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.</i></blockquote><p>I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.</p><p>What's more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42cd5b5effe20ffbbd01bed01c0e3bc\" tg-width=\"617\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford F150 Lightning Pickup (Ford website)</span></p><p>The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn't the only competition. As I'm sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I've chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.</p><p><b>Two completely different animals when it comes to valuation</b></p><p>Tesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don't get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to "long-duration assets." Let me explain why Ford presents a better opportunity under current conditions.</p><p><b>Ford significantly undervalued</b></p><p>First of all, Ford is basically trading for a song at the present valuation. Ford's forward P/E of 6.57 is just over a third of the current S&P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecd5be52cd449328e56f792ebe9ad27\" tg-width=\"467\" tg-height=\"134\" width=\"100%\" height=\"auto\"/><span>Ford Fundamentals (Finviz)</span></p><p>On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5faca498ac9117d6d6aebc61f4c22dea\" tg-width=\"278\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford 2022 Performance (Finviz)</span></p><p>With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton's quote of "Buy at the point of maximum pessimism" seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.</p><p><b>Ford CEO Jim Farley is special</b></p><p>Ford's CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.</p><p>Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don't get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.</p><p><b>Ford Earnings Preview</b></p><p>The following table details Ford's expected earnings estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5856ccd7559c4442c6cfac6efae3d8\" tg-width=\"617\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>You can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already "quasi" been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let's wrap it up.</p><p><b>Wrap up</b></p><p>I love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford's superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford's conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve's regime, from Dove to Hawk. And finally, I made this move in order to cash in and "realize" the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold Tesla And Bought Ford</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Sold Tesla And Bought Ford\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 17:00 GMT+8 <a href=https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2230432994","content_text":"SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my intuition and research is telling me to make this change.In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.jetcityimage/iStock Editorial via Getty ImagesWhat Happened?Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.You must take profits to make profitsI often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was \"You have to take profits to make profits.\" The meaning behind this is the fact it's all \"unrealized\" paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.Musk's highly leveraged Tesla position increases riskElon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can't pay the bills.Musk has already stated it's not about the money to him, so that doesn't necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company's share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a \"backburner\" type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don't find the new Cybertruck appealing. I like Ford's F150 Lightning pickup, which leads me to my next point.The competition has finally arrivedThe Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.What's more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.Ford F150 Lightning Pickup (Ford website)The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn't the only competition. As I'm sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I've chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.Two completely different animals when it comes to valuationTesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don't get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to \"long-duration assets.\" Let me explain why Ford presents a better opportunity under current conditions.Ford significantly undervaluedFirst of all, Ford is basically trading for a song at the present valuation. Ford's forward P/E of 6.57 is just over a third of the current S&P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.Ford Fundamentals (Finviz)On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.Ford 2022 Performance (Finviz)With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton's quote of \"Buy at the point of maximum pessimism\" seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.Ford CEO Jim Farley is specialFord's CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don't get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.Ford Earnings PreviewThe following table details Ford's expected earnings estimates.Seeking AlphaYou can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already \"quasi\" been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let's wrap it up.Wrap upI love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford's superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford's conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve's regime, from Dove to Hawk. And finally, I made this move in order to cash in and \"realize\" the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089094828,"gmtCreate":1649929335769,"gmtModify":1676534609034,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Chips shortage, buy buy","listText":"Chips shortage, buy buy","text":"Chips shortage, buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089094828","repostId":"2227613543","repostType":4,"repost":{"id":"2227613543","kind":"highlight","pubTimestamp":1649928211,"share":"https://ttm.financial/m/news/2227613543?lang=&edition=fundamental","pubTime":"2022-04-14 17:23","market":"us","language":"en","title":"2 Semiconductor Stocks That Could Run Up Exponentially","url":"https://stock-news.laohu8.com/highlight/detail?id=2227613543","media":"Motley Fool","summary":"These chipmakers are on track to win from major trends in the semiconductor industry.","content":"<html><head></head><body><p>Global semiconductor sales shot up to an all-time high of $556 billion in 2021, rising 26% over the prior-year period as a record 1.15 trillion chips were shipped last year despite the industry facing a supply crunch.</p><p>It looks like 2022 could turn out to be another landmark year for the semiconductor industry as sales hit $52.5 billion in February, rising 32.4% over the same month in 2021. The sector generated $50.7 billion in revenue in January 2022, indicating that this market is off to a hot start this year.</p><p>By 2030, global semiconductor sales are expected to exceed $1 trillion, which is why investors looking to add some long-term winners to their portfolios should take a closer look at this sector.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></b> and <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b> could make the most of the booming demand for semiconductors as they serve fast-growing niches such as data centers, wireless networking, smartphones, and computers. Let's look at the reasons these semiconductor stocks could run up exponentially thanks to the semiconductor boom.</p><h2>1. <b><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></b></h2><p>Nvidia finished fiscal 2022 (which ended on Jan. 30) with $26.9 billion in revenue, an increase of 61% over the previous year. That figure pales in comparison to the $1 trillion addressable revenue opportunity that Nvidia management says it is sitting on, split among multiple verticals such as gaming, automotive, chips and systems, artificial intelligence (AI) enterprise software, and what it calls the Omniverse (its platform for 3D designs).</p><p>The data center business, for instance, is creating the need for more of the graphics processing units (GPUs) that Nvidia sells. Cloud service providers have increased their GPU deployments by a multiple of nine times in four years, a trend that's here to stay with accelerating AI and machine-learning workloads. A third-party estimate forecasts that the global market for data-center accelerators could hit $53 billion in revenue by 2027 as compared to $4.2 billion in 2020.</p><p>Nvidia is in a solid position to tap into this market. GPUs are expected to account for nearly 40% of the accelerator market revenue by 2027, and Nvidia reportedly controls more than an 80% share of data center GPUs. It's working to strengthen its grip further with its Grace chips to accelerate AI and high-performance computing (HPC) workloads.</p><p>In all, data centers, AI enterprise software, and hyperscale computing present a $450 billion addressable opportunity for Nvidia, and the company looks ready to make the most of it.</p><p>The automotive market is another reason Nvidia's outstanding growth is here to stay. The company generated just $566 million in revenue from this segment in fiscal 2022, but it sees a $300 billion opportunity here. It already has lined up $11 billion worth of design wins (a design win happens when a company's chips get designed into a product), a number that could increase substantially thanks to the huge ecosystem of automotive partners and original equipment manufacturers (OEMs) that Nvidia has built up.</p><p>Throw in the catalysts in Nvidia's gaming and professional visualization businesses, and it is easy to see why earnings are expected to clock a compound annual growth rate (CAGR) of nearly 31% for the next five years. But the stock could achieve faster growth given the tremendous size of the markets the company operates in, helping this growth stock go parabolic in the future.</p><h2>2. <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b></h2><p>Sales of 5G smartphones increased117% in 2021, according to market research firm IDC, and that's expected to increase at an incredible pace in the long run as well. According to another estimate, global 5G smartphone sales are expected to register a CAGR of 125% through 2025.</p><p>For investors looking to benefit from this fast-growing market, Skyworks Solutions could be a solid bet since it supplies chips to leading smartphone OEMs such as <b>Apple</b>, Samsung, Vivo, <b>Xiaomi</b>, and Oppo -- the top five vendors of 5G smartphones across the globe, according to Strategy Analytics. Skyworks, therefore, is a pick-and-shovel play on the 5G smartphone market.</p><p>The company's mobile business produced 68% of its total revenue in the first quarter of fiscal 2022, which ended on Dec. 31, 2021. Apple was its largest customer last fiscal year with 59% of the total revenue. This tight relationship with Apple helped Skyworks finish fiscal 2021 (ended on Oct. 1, 2021) with 52% revenue growth to a record $5.1 billion, while non-GAAP earnings per share jumped 71% to $10.50 per share.</p><p>Apple's expansion of its 5G smartphone lineup with the addition of the new iPhone SE should give Skyworks a shot in the arm. The new iPhone could boost Apple's sales substantially by attracting budget-conscious customers. The smartphone maker is expected to sell at least 30 million units of the iPhone SE this year, though the number could be higher given the pricing of the device -- eventually giving Skyworks a boost.</p><p>Rapid growth in 5G smartphone adoption can help Skyworks sustain its impressive momentum as these devices are equipped with more radio-frequency (RF) content. Skyworks' peer <b>Qorvo</b> points out that 5G smartphones carry $5 to $7 additional RF content as compared to their 4G counterparts. So besides stronger volumes in the 5G era, Skyworks' revenue per smartphone is also going to increase with the higher content.</p><p>All of this makes Skyworks Solutions a solid play on 5G smartphones. And investors can consider buying the stock right away as it trades at just 15 times trailing earnings, a nice discount to the <b>Nasdaq-100</b>'s earnings multiple of 33.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Semiconductor Stocks That Could Run Up Exponentially</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Semiconductor Stocks That Could Run Up Exponentially\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 17:23 GMT+8 <a href=https://www.fool.com/investing/2022/04/13/2-semiconductor-stocks-that-could-go-parabolic/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Global semiconductor sales shot up to an all-time high of $556 billion in 2021, rising 26% over the prior-year period as a record 1.15 trillion chips were shipped last year despite the industry facing...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/13/2-semiconductor-stocks-that-could-go-parabolic/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","SWKS":"思佳讯","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4566":"资本集团","BK4575":"芯片概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4543":"AI","BK4501":"段永平概念","NVDA":"英伟达","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4549":"软银资本持仓"},"source_url":"https://www.fool.com/investing/2022/04/13/2-semiconductor-stocks-that-could-go-parabolic/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227613543","content_text":"Global semiconductor sales shot up to an all-time high of $556 billion in 2021, rising 26% over the prior-year period as a record 1.15 trillion chips were shipped last year despite the industry facing a supply crunch.It looks like 2022 could turn out to be another landmark year for the semiconductor industry as sales hit $52.5 billion in February, rising 32.4% over the same month in 2021. The sector generated $50.7 billion in revenue in January 2022, indicating that this market is off to a hot start this year.By 2030, global semiconductor sales are expected to exceed $1 trillion, which is why investors looking to add some long-term winners to their portfolios should take a closer look at this sector.Image source: Getty Images.Nvidia and Skyworks Solutions could make the most of the booming demand for semiconductors as they serve fast-growing niches such as data centers, wireless networking, smartphones, and computers. Let's look at the reasons these semiconductor stocks could run up exponentially thanks to the semiconductor boom.1. NvidiaNvidia finished fiscal 2022 (which ended on Jan. 30) with $26.9 billion in revenue, an increase of 61% over the previous year. That figure pales in comparison to the $1 trillion addressable revenue opportunity that Nvidia management says it is sitting on, split among multiple verticals such as gaming, automotive, chips and systems, artificial intelligence (AI) enterprise software, and what it calls the Omniverse (its platform for 3D designs).The data center business, for instance, is creating the need for more of the graphics processing units (GPUs) that Nvidia sells. Cloud service providers have increased their GPU deployments by a multiple of nine times in four years, a trend that's here to stay with accelerating AI and machine-learning workloads. A third-party estimate forecasts that the global market for data-center accelerators could hit $53 billion in revenue by 2027 as compared to $4.2 billion in 2020.Nvidia is in a solid position to tap into this market. GPUs are expected to account for nearly 40% of the accelerator market revenue by 2027, and Nvidia reportedly controls more than an 80% share of data center GPUs. It's working to strengthen its grip further with its Grace chips to accelerate AI and high-performance computing (HPC) workloads.In all, data centers, AI enterprise software, and hyperscale computing present a $450 billion addressable opportunity for Nvidia, and the company looks ready to make the most of it.The automotive market is another reason Nvidia's outstanding growth is here to stay. The company generated just $566 million in revenue from this segment in fiscal 2022, but it sees a $300 billion opportunity here. It already has lined up $11 billion worth of design wins (a design win happens when a company's chips get designed into a product), a number that could increase substantially thanks to the huge ecosystem of automotive partners and original equipment manufacturers (OEMs) that Nvidia has built up.Throw in the catalysts in Nvidia's gaming and professional visualization businesses, and it is easy to see why earnings are expected to clock a compound annual growth rate (CAGR) of nearly 31% for the next five years. But the stock could achieve faster growth given the tremendous size of the markets the company operates in, helping this growth stock go parabolic in the future.2. Skyworks SolutionsSales of 5G smartphones increased117% in 2021, according to market research firm IDC, and that's expected to increase at an incredible pace in the long run as well. According to another estimate, global 5G smartphone sales are expected to register a CAGR of 125% through 2025.For investors looking to benefit from this fast-growing market, Skyworks Solutions could be a solid bet since it supplies chips to leading smartphone OEMs such as Apple, Samsung, Vivo, Xiaomi, and Oppo -- the top five vendors of 5G smartphones across the globe, according to Strategy Analytics. Skyworks, therefore, is a pick-and-shovel play on the 5G smartphone market.The company's mobile business produced 68% of its total revenue in the first quarter of fiscal 2022, which ended on Dec. 31, 2021. Apple was its largest customer last fiscal year with 59% of the total revenue. This tight relationship with Apple helped Skyworks finish fiscal 2021 (ended on Oct. 1, 2021) with 52% revenue growth to a record $5.1 billion, while non-GAAP earnings per share jumped 71% to $10.50 per share.Apple's expansion of its 5G smartphone lineup with the addition of the new iPhone SE should give Skyworks a shot in the arm. The new iPhone could boost Apple's sales substantially by attracting budget-conscious customers. The smartphone maker is expected to sell at least 30 million units of the iPhone SE this year, though the number could be higher given the pricing of the device -- eventually giving Skyworks a boost.Rapid growth in 5G smartphone adoption can help Skyworks sustain its impressive momentum as these devices are equipped with more radio-frequency (RF) content. Skyworks' peer Qorvo points out that 5G smartphones carry $5 to $7 additional RF content as compared to their 4G counterparts. So besides stronger volumes in the 5G era, Skyworks' revenue per smartphone is also going to increase with the higher content.All of this makes Skyworks Solutions a solid play on 5G smartphones. And investors can consider buying the stock right away as it trades at just 15 times trailing earnings, a nice discount to the Nasdaq-100's earnings multiple of 33.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080127818,"gmtCreate":1649859667830,"gmtModify":1676534592032,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Buy in","listText":"Buy in","text":"Buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080127818","repostId":"1132924851","repostType":4,"repost":{"id":"1132924851","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649857475,"share":"https://ttm.financial/m/news/1132924851?lang=&edition=fundamental","pubTime":"2022-04-13 21:44","market":"us","language":"en","title":"JPMorgan Stock Fell over 3% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1132924851","media":"Tiger Newspress","summary":"JPMorgan Profit Falls 42% on Slowdown in Deals, Trading","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase & Co </a> reported a fall in first-quarter earnings on Wednesday, hurt by a slowdown in dealmaking brought on by the Ukraine conflict and a decline in trading revenue.<img src=\"https://static.tigerbbs.com/b343e273c452c62827c6082dfdbcefe5\" tg-width=\"858\" tg-height=\"671\" width=\"100%\" height=\"auto\"/>Investment banking revenue for big banks stalled after the Russian invasion of Ukraine in late February. In the first quarter, the total value of pending and completed deals amounted to about $900 billion by March 29, the lowest since the second quarter of 2020, according to Refinitiv data.</p><p>The lender also said its board approved a share buyback plan of $30 billion.</p><p>The largest U.S. lender, whose fortunes are often seen as a barometer of the health of the economy, posted a profit of $8.28 billion, or $2.63 per share, in the quarter ended March 31, compared with $14.3 billion, or $4.50 per share, a year earlier.</p><p>Analysts on average had expected earnings of $2.69 per share, according to Refinitiv. It was not immediately clear if the reported numbers were comparable to estimates.</p><p>The big U.S. banks are reporting results at a time when inflation is at its highest in decades, which could lead the Federal Reserve to hike interest rates more aggressively this year.</p><p>While that is good for big lenders like JPMorgan, rapid rate hikes could slow down the economy and scupper a nascent recovery from the pandemic.</p><p>Net reported revenue fell to $30.72 billion from $32.27 billion a year earlier.</p><p>Other large U.S. banks including Citigroup (C.N), Wells Fargo (WFC.N) and Goldman Sachs (GS.N) will report results on Thursday, while Bank of America (BAC.N) reports results next Monday.</p><p>In the same quarter a year earlier, banks had benefited from exceptionally strong dealmaking and trading and the release of funds set aside for loan losses.</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>JPMorgan Stock Fell over 3% in Morning Trading</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\">\nJPMorgan Stock Fell over 3% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-13 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase & Co </a> reported a fall in first-quarter earnings on Wednesday, hurt by a slowdown in dealmaking brought on by the Ukraine conflict and a decline in trading revenue.<img src=\"https://static.tigerbbs.com/b343e273c452c62827c6082dfdbcefe5\" tg-width=\"858\" tg-height=\"671\" width=\"100%\" height=\"auto\"/>Investment banking revenue for big banks stalled after the Russian invasion of Ukraine in late February. In the first quarter, the total value of pending and completed deals amounted to about $900 billion by March 29, the lowest since the second quarter of 2020, according to Refinitiv data.</p><p>The lender also said its board approved a share buyback plan of $30 billion.</p><p>The largest U.S. lender, whose fortunes are often seen as a barometer of the health of the economy, posted a profit of $8.28 billion, or $2.63 per share, in the quarter ended March 31, compared with $14.3 billion, or $4.50 per share, a year earlier.</p><p>Analysts on average had expected earnings of $2.69 per share, according to Refinitiv. It was not immediately clear if the reported numbers were comparable to estimates.</p><p>The big U.S. banks are reporting results at a time when inflation is at its highest in decades, which could lead the Federal Reserve to hike interest rates more aggressively this year.</p><p>While that is good for big lenders like JPMorgan, rapid rate hikes could slow down the economy and scupper a nascent recovery from the pandemic.</p><p>Net reported revenue fell to $30.72 billion from $32.27 billion a year earlier.</p><p>Other large U.S. banks including Citigroup (C.N), Wells Fargo (WFC.N) and Goldman Sachs (GS.N) will report results on Thursday, while Bank of America (BAC.N) reports results next Monday.</p><p>In the same quarter a year earlier, banks had benefited from exceptionally strong dealmaking and trading and the release of funds set aside for loan losses.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132924851","content_text":"JPMorgan Chase & Co reported a fall in first-quarter earnings on Wednesday, hurt by a slowdown in dealmaking brought on by the Ukraine conflict and a decline in trading revenue.Investment banking revenue for big banks stalled after the Russian invasion of Ukraine in late February. In the first quarter, the total value of pending and completed deals amounted to about $900 billion by March 29, the lowest since the second quarter of 2020, according to Refinitiv data.The lender also said its board approved a share buyback plan of $30 billion.The largest U.S. lender, whose fortunes are often seen as a barometer of the health of the economy, posted a profit of $8.28 billion, or $2.63 per share, in the quarter ended March 31, compared with $14.3 billion, or $4.50 per share, a year earlier.Analysts on average had expected earnings of $2.69 per share, according to Refinitiv. It was not immediately clear if the reported numbers were comparable to estimates.The big U.S. banks are reporting results at a time when inflation is at its highest in decades, which could lead the Federal Reserve to hike interest rates more aggressively this year.While that is good for big lenders like JPMorgan, rapid rate hikes could slow down the economy and scupper a nascent recovery from the pandemic.Net reported revenue fell to $30.72 billion from $32.27 billion a year earlier.Other large U.S. banks including Citigroup (C.N), Wells Fargo (WFC.N) and Goldman Sachs (GS.N) will report results on Thursday, while Bank of America (BAC.N) reports results next Monday.In the same quarter a year earlier, banks had benefited from exceptionally strong dealmaking and trading and the release of funds set aside for loan losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014495946,"gmtCreate":1649691332579,"gmtModify":1676534552158,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Big opportunity to Buy in","listText":"Big opportunity to Buy in","text":"Big opportunity to Buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014495946","repostId":"1125952843","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095374334,"gmtCreate":1644842799445,"gmtModify":1676533966878,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Global chips shortage. Buy buy buy","listText":"Global chips shortage. Buy buy buy","text":"Global chips shortage. Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095374334","repostId":"2211508995","repostType":4,"repost":{"id":"2211508995","kind":"news","pubTimestamp":1644841140,"share":"https://ttm.financial/m/news/2211508995?lang=&edition=fundamental","pubTime":"2022-02-14 20:19","market":"us","language":"en","title":"Intel's Mobileye to Launch Self-Driving Shuttles in U.S. in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2211508995","media":"StreetInsider","summary":"San Francisco (Reuters) - Intel Corp's Mobileye unit plans to build and deploy self-driving elec","content":"<html><head></head><body><p>San Francisco (Reuters) - Intel Corp's <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> unit plans to build and deploy self-driving electric shuttles with its partners in the United States in 2024, in a bid to scale up its automated driving system beyond taxis and delivery vehicles, executives told Reuters.</p><p>Mobileye, Benteler EV Systems and Beep will launch the on-demand driverless shuttles, which will feature 12 to 14 seats and no steering wheel or pedal.</p><p>The vehicles will be operated in "contained geo-fenced areas" where speed limits are 35 miles an hour or less, Hinrich Woebcken, advisory board member for Beep, a mobility service provider, said.</p><p>Mobileye plans to deploy robotaxis in Israel and Germany by the end of this year pending regulatory approval. It is also working with Silicon Valley startup Udelv to put automated electric delivery vehicles into service in the United States by 2023.</p><p>Mobileye will prove to U.S. federal and state regulators that its self-driving system would be safer than a human driver, said Johann Jungwirth, vice president of Mobility-as-a-Service (MaaS) at Mobileye.</p><p>"On a technology perspective, we feel very, very bullish and very strongly that the technology is actually close to being ready," he said.</p><p>The executives said shuttles will help save on driver costs, address driver shortages, as well as addressing urban problems such as emissions and congestion.</p><p>"We see the interesting opportunities and growth of this autonomous mover, autonomous shuttle market. So we see it as a blue ocean," Marco Kollmeier, managing director of Benteler EV Systems GmbH, said.</p><p>Benteler EV Systems, part of German automotive parts group Benteler International AG, will build the shuttles that meet automotive industry and safety standards for public road.</p></body></html>","source":"highlight_streetinsider","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>Intel's Mobileye to Launch Self-Driving Shuttles in U.S. in 2024</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\">\nIntel's Mobileye to Launch Self-Driving Shuttles in U.S. in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 20:19 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19609090><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>San Francisco (Reuters) - Intel Corp's Mobileye unit plans to build and deploy self-driving electric shuttles with its partners in the United States in 2024, in a bid to scale up its automated ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19609090\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4512":"苹果概念","BK4527":"明星科技股","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4515":"5G概念","BK4535":"淡马锡持仓","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4141":"半导体产品","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19609090","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211508995","content_text":"San Francisco (Reuters) - Intel Corp's Mobileye unit plans to build and deploy self-driving electric shuttles with its partners in the United States in 2024, in a bid to scale up its automated driving system beyond taxis and delivery vehicles, executives told Reuters.Mobileye, Benteler EV Systems and Beep will launch the on-demand driverless shuttles, which will feature 12 to 14 seats and no steering wheel or pedal.The vehicles will be operated in \"contained geo-fenced areas\" where speed limits are 35 miles an hour or less, Hinrich Woebcken, advisory board member for Beep, a mobility service provider, said.Mobileye plans to deploy robotaxis in Israel and Germany by the end of this year pending regulatory approval. It is also working with Silicon Valley startup Udelv to put automated electric delivery vehicles into service in the United States by 2023.Mobileye will prove to U.S. federal and state regulators that its self-driving system would be safer than a human driver, said Johann Jungwirth, vice president of Mobility-as-a-Service (MaaS) at Mobileye.\"On a technology perspective, we feel very, very bullish and very strongly that the technology is actually close to being ready,\" he said.The executives said shuttles will help save on driver costs, address driver shortages, as well as addressing urban problems such as emissions and congestion.\"We see the interesting opportunities and growth of this autonomous mover, autonomous shuttle market. So we see it as a blue ocean,\" Marco Kollmeier, managing director of Benteler EV Systems GmbH, said.Benteler EV Systems, part of German automotive parts group Benteler International AG, will build the shuttles that meet automotive industry and safety standards for public road.","news_type":1},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096128211,"gmtCreate":1644333328560,"gmtModify":1676533913813,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Time to Load Up","listText":"Time to Load Up","text":"Time to Load Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096128211","repostId":"1146368919","repostType":4,"repost":{"id":"1146368919","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644330976,"share":"https://ttm.financial/m/news/1146368919?lang=&edition=fundamental","pubTime":"2022-02-08 22:36","market":"us","language":"en","title":"Pfizer Stock Dropped 4% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1146368919","media":"Tiger Newspress","summary":"Pfizer stock dropped 4% in morning trading. Pfizer reported quarterly sales of $23.80 billion which","content":"<html><head></head><body><p>Pfizer stock dropped 4% in morning trading. Pfizer reported quarterly sales of $23.80 billion which missed the analyst consensus estimate of $24.20 billion by 1.65 percent.<img src=\"https://static.tigerbbs.com/7e8adefa67b354d0bc49c07dd4bf19e8\" tg-width=\"1124\" tg-height=\"778\" referrerpolicy=\"no-referrer\"/>Pfizer (NYSE:PFE) reported quarterly earnings of $1.08 per share which beat the analyst consensus estimate of $0.87 by 24.14 percent.</p><p>This is a 157.14 percent increase over earnings of $0.42 per share from the same period last year.</p><p>The company reported quarterly sales of $23.80 billion which missed the analyst consensus estimate of $24.20 billion by 1.65 percent.</p><p>This is a 103.70 percent increase over sales of $11.68 billion the same period last year.</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>Pfizer Stock Dropped 4% in Morning Trading</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\">\nPfizer Stock Dropped 4% in Morning Trading\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\">2022-02-08 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pfizer stock dropped 4% in morning trading. Pfizer reported quarterly sales of $23.80 billion which missed the analyst consensus estimate of $24.20 billion by 1.65 percent.<img src=\"https://static.tigerbbs.com/7e8adefa67b354d0bc49c07dd4bf19e8\" tg-width=\"1124\" tg-height=\"778\" referrerpolicy=\"no-referrer\"/>Pfizer (NYSE:PFE) reported quarterly earnings of $1.08 per share which beat the analyst consensus estimate of $0.87 by 24.14 percent.</p><p>This is a 157.14 percent increase over earnings of $0.42 per share from the same period last year.</p><p>The company reported quarterly sales of $23.80 billion which missed the analyst consensus estimate of $24.20 billion by 1.65 percent.</p><p>This is a 103.70 percent increase over sales of $11.68 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146368919","content_text":"Pfizer stock dropped 4% in morning trading. Pfizer reported quarterly sales of $23.80 billion which missed the analyst consensus estimate of $24.20 billion by 1.65 percent.Pfizer (NYSE:PFE) reported quarterly earnings of $1.08 per share which beat the analyst consensus estimate of $0.87 by 24.14 percent.This is a 157.14 percent increase over earnings of $0.42 per share from the same period last year.The company reported quarterly sales of $23.80 billion which missed the analyst consensus estimate of $24.20 billion by 1.65 percent.This is a 103.70 percent increase over sales of $11.68 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099597448,"gmtCreate":1643381307683,"gmtModify":1676533813917,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"All the way....Cathie Wood just bought some yest","listText":"All the way....Cathie Wood just bought some yest","text":"All the way....Cathie Wood just bought some yest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099597448","repostId":"1142601551","repostType":4,"repost":{"id":"1142601551","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643380379,"share":"https://ttm.financial/m/news/1142601551?lang=&edition=fundamental","pubTime":"2022-01-28 22:32","market":"us","language":"en","title":"Apple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1142601551","media":"Tiger Newspress","summary":"Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.Apple (AAP","content":"<html><head></head><body><p>Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.<img src=\"https://static.tigerbbs.com/5e7bbda6dca683711edd346c2e4aa9ef\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.</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 Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-28 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.<img src=\"https://static.tigerbbs.com/5e7bbda6dca683711edd346c2e4aa9ef\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142601551","content_text":"Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099606625,"gmtCreate":1643337451005,"gmtModify":1676533807598,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"And Soar","listText":"And Soar","text":"And Soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099606625","repostId":"2206614841","repostType":2,"repost":{"id":"2206614841","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643322712,"share":"https://ttm.financial/m/news/2206614841?lang=&edition=fundamental","pubTime":"2022-01-28 06:31","market":"hk","language":"en","title":"Apple Reports Q1 2022 Mac Sales $10.85B","url":"https://stock-news.laohu8.com/highlight/detail?id=2206614841","media":"Benzinga","summary":"Apple Reports Q1 2022 Mac Sales $10.85B","content":"<html><body><p>Apple Reports Q1 2022 Mac Sales $10.85B</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 Reports Q1 2022 Mac Sales $10.85B</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Reports Q1 2022 Mac Sales $10.85B\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-28 06:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Apple Reports Q1 2022 Mac Sales $10.85B</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/news/earnings/22/01/25270406/apple-reports-q1-2022-mac-sales-10-85b","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206614841","content_text":"Apple Reports Q1 2022 Mac Sales $10.85B","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099383255,"gmtCreate":1643296714746,"gmtModify":1676533800063,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Used to drink loads in 2019 shanghai","listText":"Used to drink loads in 2019 shanghai","text":"Used to drink loads in 2019 shanghai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099383255","repostId":"1154964115","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570369418287680","authorId":"3570369418287680","name":"JohnL","avatar":"https://community-static.tradeup.com/news/20db2fa4f65cb04a8d837d400a1b5d7b","crmLevel":5,"crmLevelSwitch":1,"idStr":"3570369418287680","authorIdStr":"3570369418287680"},"content":"Yeah, man.. Same here","text":"Yeah, man.. Same here","html":"Yeah, man.. Same here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099988800,"gmtCreate":1643290484594,"gmtModify":1676533797533,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Pfizer best hedge....loads other Drugs","listText":"Pfizer best hedge....loads other Drugs","text":"Pfizer best hedge....loads other Drugs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099988800","repostId":"1127320942","repostType":4,"repost":{"id":"1127320942","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643274993,"share":"https://ttm.financial/m/news/1127320942?lang=&edition=fundamental","pubTime":"2022-01-27 17:16","market":"us","language":"en","title":"Vaccine Stocks Rebounded in Premarket Trading,with Novavx and Moderna Rising Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127320942","media":"Tiger Newspress","summary":"Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%. Moderna said o","content":"<html><head></head><body><p>Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%.</p><p> <img src=\"https://static.tigerbbs.com/3b452af7306add4d5f6ac4680cf6634d\" tg-width=\"285\" tg-height=\"151\" width=\"100%\" height=\"auto\"/></p><p>Moderna said on Wednesday it had dosed the first participant in a mid-stage study testing its Omicron-specific booster vaccine candidate.</p><p>Moreover,a new study has found that a vast majority of people recently infected with Omicron variant say they had already had Covid previously.</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>Vaccine Stocks Rebounded in Premarket Trading,with Novavx and Moderna Rising Over 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Rebounded in Premarket Trading,with Novavx and Moderna Rising Over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%.</p><p> <img src=\"https://static.tigerbbs.com/3b452af7306add4d5f6ac4680cf6634d\" tg-width=\"285\" tg-height=\"151\" width=\"100%\" height=\"auto\"/></p><p>Moderna said on Wednesday it had dosed the first participant in a mid-stage study testing its Omicron-specific booster vaccine candidate.</p><p>Moreover,a new study has found that a vast majority of people recently infected with Omicron variant say they had already had Covid previously.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127320942","content_text":"Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%. Moderna said on Wednesday it had dosed the first participant in a mid-stage study testing its Omicron-specific booster vaccine candidate.Moreover,a new study has found that a vast majority of people recently infected with Omicron variant say they had already had Covid previously.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090500446,"gmtCreate":1643210203914,"gmtModify":1676533785715,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Chips shortages, lasting only 5D ahead","listText":"Chips shortages, lasting only 5D ahead","text":"Chips shortages, lasting only 5D ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090500446","repostId":"1163368107","repostType":4,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003660904,"gmtCreate":1640963051315,"gmtModify":1676533559082,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Vacc and Fly","listText":"Vacc and Fly","text":"Vacc and Fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003660904","repostId":"1141605267","repostType":4,"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124066497,"gmtCreate":1624708762719,"gmtModify":1703843961285,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"10x trailing behind Tsla, ao its $67/ way to go..?","listText":"10x trailing behind Tsla, ao its $67/ way to go..?","text":"10x trailing behind Tsla, ao its $67/ way to go..?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124066497","repostId":"1198714523","repostType":2,"repost":{"id":"1198714523","kind":"news","pubTimestamp":1624611463,"share":"https://ttm.financial/m/news/1198714523?lang=&edition=fundamental","pubTime":"2021-06-25 16:57","market":"us","language":"en","title":"NIO Still Has Significant Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1198714523","media":"seekingalpha","summary":"Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla .Tes","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is already well over a 10-bagger.</li>\n <li>Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.</li>\n <li>There are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>NIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.</p>\n<p>Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).</p>\n<p>Tesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.</p>\n<p>Nevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.</p>\n<p><b>Automotive disruption</b></p>\n<p>The automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.</p>\n<p>This means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.</p>\n<p>Even though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.</p>\n<p>In short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.</p>\n<p><b>NIO: Chinese Tesla</b></p>\n<p>This opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).</p>\n<p>To that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.</p>\n<p>NIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.</p>\n<p>It is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.</p>\n<p>In any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.</p>\n<p>While there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.</p>\n<p><img src=\"https://static.tigerbbs.com/1373049969409b7fa8a90c380b6204e0\" tg-width=\"570\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.</p>\n<p>BaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.</p>\n<p>Hence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.</p>\n<p><b>Valuation</b></p>\n<p>Some have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.</p>\n<p>Nevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.</p>\n<p>This is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.</p>\n<p>There are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.</p>\n<p>With regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.</p>\n<p>Nevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.</p>\n<p>If NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.</p>\n<p>From that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).</p>\n<p><b>Risks</b></p>\n<p>Of course, there are major risks. Mainly, this thesis is based on two assumptions:</p>\n<ul>\n <li>Tesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;</li>\n <li>NIO is best positioned to most closely track Tesla's business and stock performance.</li>\n</ul>\n<p>Any decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.</p>\n<p>Needless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).</p>\n<p>Additionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.</p>\n<p>The last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.</p>\n<p>Further, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.</p>\n<p>As described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.</p>\n<p><b>Takeaway</b></p>\n<p>In the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.</p>\n<p>However, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.</p>\n<p>NIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.</p>\n<p>While far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.</p>\n<p>This means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.</p>\n<p>The bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.</p>","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>NIO Still Has Significant Upside Potential</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\">\nNIO Still Has Significant Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:57 GMT+8 <a href=https://seekingalpha.com/article/4436519-nio-still-has-upside-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198714523","content_text":"Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.\nThere are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.\n\nInvestment Thesis\nNIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.\nStill, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).\nTesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.\nNevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.\nAutomotive disruption\nThe automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.\nThis means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.\nEven though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.\nIn short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.\nNIO: Chinese Tesla\nThis opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).\nTo that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.\nNIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.\nIt is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.\nIn any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.\nWhile there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.\n\nNIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.\nBaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.\nHence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.\nValuation\nSome have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.\nNevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.\nThis is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.\nThere are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.\nWith regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.\nNevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.\nIf NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.\nFrom that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).\nRisks\nOf course, there are major risks. Mainly, this thesis is based on two assumptions:\n\nTesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;\nNIO is best positioned to most closely track Tesla's business and stock performance.\n\nAny decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.\nNeedless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).\nAdditionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.\nThe last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.\nFurther, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.\nAs described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.\nTakeaway\nIn the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.\nHowever, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.\nNIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.\nWhile far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.\nThis means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.\nThe bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194890867,"gmtCreate":1621351425359,"gmtModify":1704356310199,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Go green ?","listText":"Go green ?","text":"Go green ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194890867","repostId":"1118874404","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9095374334,"gmtCreate":1644842799445,"gmtModify":1676533966878,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Global chips shortage. Buy buy buy","listText":"Global chips shortage. Buy buy buy","text":"Global chips shortage. Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095374334","repostId":"2211508995","repostType":4,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099597448,"gmtCreate":1643381307683,"gmtModify":1676533813917,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"All the way....Cathie Wood just bought some yest","listText":"All the way....Cathie Wood just bought some yest","text":"All the way....Cathie Wood just bought some yest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099597448","repostId":"1142601551","repostType":4,"repost":{"id":"1142601551","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643380379,"share":"https://ttm.financial/m/news/1142601551?lang=&edition=fundamental","pubTime":"2022-01-28 22:32","market":"us","language":"en","title":"Apple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1142601551","media":"Tiger Newspress","summary":"Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.Apple (AAP","content":"<html><head></head><body><p>Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.<img src=\"https://static.tigerbbs.com/5e7bbda6dca683711edd346c2e4aa9ef\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.</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 Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Jumped Nearly 5% in Morning Trading after Its Quarterly Profit Exceeded $30 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-28 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.<img src=\"https://static.tigerbbs.com/5e7bbda6dca683711edd346c2e4aa9ef\" tg-width=\"766\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142601551","content_text":"Apple jumped nearly 5% in morning trading after its quarterly profit exceeded $30 billion.Apple (AAPL) reported record earnings of $34.63 billion for the quarter ended Dec. 25 -- the first time its quarterly profit exceeded $30 billion. Sales came in at $123.95 billion, up 11% from a year earlier, with record iPhone sales, despite the worldwide shortage of computer chips and high inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194890867,"gmtCreate":1621351425359,"gmtModify":1704356310199,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Go green ?","listText":"Go green ?","text":"Go green ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194890867","repostId":"1118874404","repostType":4,"repost":{"id":"1118874404","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621348771,"share":"https://ttm.financial/m/news/1118874404?lang=&edition=fundamental","pubTime":"2021-05-18 22:39","market":"us","language":"en","title":"EV Stocks are blazing hot, once again.","url":"https://stock-news.laohu8.com/highlight/detail?id=1118874404","media":"Tiger Newspress","summary":"EV Stocks are blazing hot, once again on Tuesday.Fisker rose 9%,NIU rose 7%,Li Auto rose 5%,Xpeng Mo","content":"<p>EV Stocks are blazing hot, once again on Tuesday.Fisker rose 9%,NIU rose 7%,Li Auto rose 5%,Xpeng Motors rose 3%,Tesla rose 2%,Nio rose 1%.</p><p><img src=\"https://static.tigerbbs.com/5c154e9ee88b69416f48d71722ce1901\" tg-width=\"374\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks are blazing hot, once again.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks are blazing hot, once again.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-18 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks are blazing hot, once again on Tuesday.Fisker rose 9%,NIU rose 7%,Li Auto rose 5%,Xpeng Motors rose 3%,Tesla rose 2%,Nio rose 1%.</p><p><img src=\"https://static.tigerbbs.com/5c154e9ee88b69416f48d71722ce1901\" tg-width=\"374\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车","NIU":"小牛电动"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118874404","content_text":"EV Stocks are blazing hot, once again on Tuesday.Fisker rose 9%,NIU rose 7%,Li Auto rose 5%,Xpeng Motors rose 3%,Tesla rose 2%,Nio rose 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014495946,"gmtCreate":1649691332579,"gmtModify":1676534552158,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Big opportunity to Buy in","listText":"Big opportunity to Buy in","text":"Big opportunity to Buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014495946","repostId":"1125952843","repostType":4,"repost":{"id":"1125952843","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649689996,"share":"https://ttm.financial/m/news/1125952843?lang=&edition=fundamental","pubTime":"2022-04-11 23:13","market":"us","language":"en","title":"Mega-cap Growth Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125952843","media":"Tiger Newspress","summary":"Apple, Tesla, Amazon, Microsoft, Nvidia, Alphabet and Meta Platforms dropped between 2% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/50db44177f59fc8ecac0de525b1a74ec\" tg-width=\"435\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/></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>Mega-cap Growth Stocks Fell in Morning Trading</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\">\nMega-cap Growth Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-11 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/50db44177f59fc8ecac0de525b1a74ec\" tg-width=\"435\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4577":"网络游戏","GOOGL":"谷歌A","BK4077":"互动媒体与服务","TSLA":"特斯拉","MSFT":"微软","BK4561":"索罗斯持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4528":"SaaS概念","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","AAPL":"苹果","CASH":"米塔金融","BK4575":"芯片概念","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125952843","content_text":"Apple, Tesla, Amazon, Microsoft, Nvidia, Alphabet and Meta Platforms dropped between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099988800,"gmtCreate":1643290484594,"gmtModify":1676533797533,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Pfizer best hedge....loads other Drugs","listText":"Pfizer best hedge....loads other Drugs","text":"Pfizer best hedge....loads other Drugs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099988800","repostId":"1127320942","repostType":4,"repost":{"id":"1127320942","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643274993,"share":"https://ttm.financial/m/news/1127320942?lang=&edition=fundamental","pubTime":"2022-01-27 17:16","market":"us","language":"en","title":"Vaccine Stocks Rebounded in Premarket Trading,with Novavx and Moderna Rising Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127320942","media":"Tiger Newspress","summary":"Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%. Moderna said o","content":"<html><head></head><body><p>Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%.</p><p> <img src=\"https://static.tigerbbs.com/3b452af7306add4d5f6ac4680cf6634d\" tg-width=\"285\" tg-height=\"151\" width=\"100%\" height=\"auto\"/></p><p>Moderna said on Wednesday it had dosed the first participant in a mid-stage study testing its Omicron-specific booster vaccine candidate.</p><p>Moreover,a new study has found that a vast majority of people recently infected with Omicron variant say they had already had Covid previously.</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>Vaccine Stocks Rebounded in Premarket Trading,with Novavx and Moderna Rising Over 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Rebounded in Premarket Trading,with Novavx and Moderna Rising Over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%.</p><p> <img src=\"https://static.tigerbbs.com/3b452af7306add4d5f6ac4680cf6634d\" tg-width=\"285\" tg-height=\"151\" width=\"100%\" height=\"auto\"/></p><p>Moderna said on Wednesday it had dosed the first participant in a mid-stage study testing its Omicron-specific booster vaccine candidate.</p><p>Moreover,a new study has found that a vast majority of people recently infected with Omicron variant say they had already had Covid previously.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127320942","content_text":"Vaccine Stocks rebounded in premarket trading,with Novavx and Moderna rising over 3%. Moderna said on Wednesday it had dosed the first participant in a mid-stage study testing its Omicron-specific booster vaccine candidate.Moreover,a new study has found that a vast majority of people recently infected with Omicron variant say they had already had Covid previously.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099383255,"gmtCreate":1643296714746,"gmtModify":1676533800063,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Used to drink loads in 2019 shanghai","listText":"Used to drink loads in 2019 shanghai","text":"Used to drink loads in 2019 shanghai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099383255","repostId":"1154964115","repostType":4,"repost":{"id":"1154964115","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643295247,"share":"https://ttm.financial/m/news/1154964115?lang=&edition=fundamental","pubTime":"2022-01-27 22:54","market":"us","language":"en","title":"Luckin Coffee Rose Over 12% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154964115","media":"Tiger Newspress","summary":"Luckin coffee rose over 12% in morning trading. Luckin coffee received a request from a Centurium ca","content":"<html><head></head><body><p>Luckin coffee rose over 12% in morning trading. Luckin coffee received a request from a Centurium capital led buyer consortium.<img src=\"https://static.tigerbbs.com/dfd131e7ba5b77143fa992dc82485b43\" tg-width=\"1118\" tg-height=\"756\" referrerpolicy=\"no-referrer\"/></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>Luckin Coffee Rose Over 12% in Morning Trading</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\">\nLuckin Coffee Rose Over 12% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Luckin coffee rose over 12% in morning trading. Luckin coffee received a request from a Centurium capital led buyer consortium.<img src=\"https://static.tigerbbs.com/dfd131e7ba5b77143fa992dc82485b43\" tg-width=\"1118\" tg-height=\"756\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154964115","content_text":"Luckin coffee rose over 12% in morning trading. Luckin coffee received a request from a Centurium capital led buyer consortium.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570369418287680","authorId":"3570369418287680","name":"JohnL","avatar":"https://community-static.tradeup.com/news/20db2fa4f65cb04a8d837d400a1b5d7b","crmLevel":5,"crmLevelSwitch":1,"idStr":"3570369418287680","authorIdStr":"3570369418287680"},"content":"Yeah, man.. Same here","text":"Yeah, man.. Same here","html":"Yeah, man.. Same here"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124066497,"gmtCreate":1624708762719,"gmtModify":1703843961285,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"10x trailing behind Tsla, ao its $67/ way to go..?","listText":"10x trailing behind Tsla, ao its $67/ way to go..?","text":"10x trailing behind Tsla, ao its $67/ way to go..?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124066497","repostId":"1198714523","repostType":2,"repost":{"id":"1198714523","kind":"news","pubTimestamp":1624611463,"share":"https://ttm.financial/m/news/1198714523?lang=&edition=fundamental","pubTime":"2021-06-25 16:57","market":"us","language":"en","title":"NIO Still Has Significant Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1198714523","media":"seekingalpha","summary":"Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla .Tes","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is already well over a 10-bagger.</li>\n <li>Tesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.</li>\n <li>There are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>NIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.</p>\n<p>Still, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).</p>\n<p>Tesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.</p>\n<p>Nevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.</p>\n<p><b>Automotive disruption</b></p>\n<p>The automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.</p>\n<p>This means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.</p>\n<p>Even though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.</p>\n<p>In short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.</p>\n<p><b>NIO: Chinese Tesla</b></p>\n<p>This opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).</p>\n<p>To that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.</p>\n<p>NIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.</p>\n<p>It is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.</p>\n<p>In any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.</p>\n<p>While there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.</p>\n<p><img src=\"https://static.tigerbbs.com/1373049969409b7fa8a90c380b6204e0\" tg-width=\"570\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.</p>\n<p>BaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.</p>\n<p>Hence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.</p>\n<p><b>Valuation</b></p>\n<p>Some have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.</p>\n<p>Nevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.</p>\n<p>This is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.</p>\n<p>There are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.</p>\n<p>With regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.</p>\n<p>Nevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.</p>\n<p>If NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.</p>\n<p>From that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).</p>\n<p><b>Risks</b></p>\n<p>Of course, there are major risks. Mainly, this thesis is based on two assumptions:</p>\n<ul>\n <li>Tesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;</li>\n <li>NIO is best positioned to most closely track Tesla's business and stock performance.</li>\n</ul>\n<p>Any decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.</p>\n<p>Needless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).</p>\n<p>Additionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.</p>\n<p>The last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.</p>\n<p>Further, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.</p>\n<p>As described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.</p>\n<p><b>Takeaway</b></p>\n<p>In the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.</p>\n<p>However, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.</p>\n<p>NIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.</p>\n<p>While far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.</p>\n<p>This means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.</p>\n<p>The bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.</p>","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>NIO Still Has Significant Upside Potential</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\">\nNIO Still Has Significant Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 16:57 GMT+8 <a href=https://seekingalpha.com/article/4436519-nio-still-has-upside-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436519-nio-still-has-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198714523","content_text":"Summary\n\nNIO is already well over a 10-bagger.\nTesla’s valuation, however, is still 10x larger than NIO, which suggests there may be plenty of upside left. NIO could become in EVs what Alibaba is to Amazon in e-commerce.\nThere are many EV competitors, but NIO has a proven track record of growth and innovation with international expansion, ADAS, autonomous driving and ADaaS, and battery swapping and BaaS.\n\nInvestment Thesis\nNIO(NYSE:NIO)was far from the largest holding in my portfolio, but has grown well over 10x since the midst of its funding issues in late 2019. This was driven by a strong post-COVID-19 rebound and further growth of its EV sales. Further optionality was introduced with capacity expansion, the new, innovative BaaS business model, and potential international expansion to Europe.\nStill, one could argue that much if not all of those growth opportunities have been priced into the stock - which some havecalled the EV bubble. This, indeed, led me to review my position in NIO. Upon review, while there could certainly be downside, one could also argue that NIO is following a similar trajectory as Tesla (TSLA).\nTesla stock had a similar success in 2020, which was capped off by its introduction in the S&P 500. This arguably supports the view that EVs are, in fact, not a bubble. NIO, in that regard, should be regarded as the Chinese Tesla, and hence poised for further growth. China is also poised to become the silicon valley of EVs and also has supportive regulation towards autonomous driving.\nNevertheless, there are many competitors in EVs, not the least in China as well (also from Tesla). However, NIO is still one of the leading start-ups positioned to capitalize on this opportunity, with its proven track record of innovation and growth.\nAutomotive disruption\nThe automotive industry is undergoing major changes. The first major trend is towards energy sustainability. This has fueled the growth of EVs. Secondly, there is a strong economic incentive towards autonomous driving (called the \"passenger economy\"), which will further revolutionize transportation.\nThis means this industry is open for disruption. This is indeed already unfolding, as can be seen in the trajectory of Tesla through the last decade, as one of the hallmarks of this.\nEven though it is an old, capital intensive business, Tesla proves that investors are willing to pay up to be part of this revolution. As noted, Tesla capped this off by its S&P 500 inclusion and 500k deliveries in 2020, with continued strong growth at scale into 2021.\nIn short, even though it could be seen as an old business, there is a large, greenfield opportunity in the drive towards electric, autonomous transportation. Hence, to be leading this disruption requires innovation.\nNIO: Chinese Tesla\nThis opportunity is arguably so large that there does not necessarily have to be a winner-takes-all. Automotive is such a large market that it could be likened to e-commerce, for example. Amazon (AMZN) has been one of the largest beneficiaries of this secular growth trend. However, there are many others who have achieved a large scale and valuation growth, including Alibaba (BABA) and MercadoLibre (MELI).\nTo that end, NIO is positioned to become in EVs and AVs what Alibaba is to Amazon in e-commerce: the Chinese Tesla.\nNIO is a relatively young start-up, founded on the same premise of being a pure play EV automotive company, while also investing to be at forefront of ADAS and autonomous driving. It had a strong partnership with Mobileye. It was the first adopter of the former's EyeQ4 chip in 2018. NIO was also announced to be the first adopter of Mobileye's self-driving system, in 2022. This would likely be several years ahead of others, as Mobileye is targeting a 2025 introduction of (a broader introduction of) consumer AVs.\nIt is, however, not entirely sure if (and perhaps even unlikely that) this Mobileye-powered autonomous vehicle will still launch, as going forward NIO is continuing with Nvidia (NVDA) hardware and developing its own software. In any case, NIO's timeline is unchanged, although it is not sure if NIO's own software will be as capable as Mobileye's. I previously covered this aspect of NIO here:NIO Stock: Autonomous Driving Too Good To Be True.\nIn any case, NIO will bring another first to market with its Autonomous Driving-as-a-Service model or ADaaS. This will provide customer access to its autonomous driving capabilities through a monthly subscription.\nWhile there had been some funding issues and a slowdown in the midst of COVID-19, the image below shows that growth returned quickly. More recently, there have been issues due to the chip shortage, but those are obviously quite similar for the whole industry.\n\nNIO's track record of growth and innovation is further completed by its introduction of the BaaS business model and plans for international expansion to Europe in 2021.\nBaaS or Battery-as-a-Service means that the EV is bought without the battery, which reduces the upfront price. The battery is then acquired separately through a subscription. BaaS was introduced in the second half of 2020 and quickly achieved a significant uptake of ~40%. BaaS also further complements NIO's previous innovation of battery swapping.\nHence, this shows NIO is a leading innovator in the Chinese EV market, while investing to also lead the second, autonomous inflection. This is also a major market, as China is targeting a 25% EV market share by 2025. It could quickly become the silicon valley of EVs and even AVs. NIO's international ambition further underlines its leading position.\nValuation\nSome have called EVs a bubble. Both Tesla and NIO stock were on the order of a 10-bagger in 2020. In the comments below many articles, Tesla's valuation and deliveries are compared to the traditional OEMs. Supposedly this should show the large discrepancy in valuation.\nNevertheless, arguably this is not a bubble as the transition to EVs and subsequently AVs marks a major inflection. This means it is a large, largely greenfield growth opportunity. Hence, investors are willing to pay for this growth by investing in the companies who are leading. Moreover, EVs and AVs are also much closer aligned to tech investing, where higher valuations are more common.\nThis is, of course, in spite of automotive being notorious for its capital intensity. NIO for its part (partly) solves this by not producing its vehicles itself, but partnering for manufacturing.\nThere are other examples in tech where those who are seen as growth companies are rewarded with incredible valuations. For example, Nvidia has achieved almost 2x the valuation of Intel (INTC), despite over 3x lower revenue. TSMC (TSM) has over 2x the valuation of Intel despite almost 2x lower revenue. Of course, Nvidia and TSMC are growing faster than Intel, but that proves the point that high growth is often rewarded with perhaps unrealistic valuations.\nWith regards to NIO's valuation, it (still) has ~10x lower market cap than Tesla (to be precise, about 8x at the time of writing), but also ~10x lower deliveries. Hence, NIO's valuation is in line with its bigger peer.\nNevertheless, as a smaller company, it is arguably NIO who that the largest relative growth prospects ahead. For example, Tesla investors who want to see substantial shareholder returns going forward have to bank on Tesla's goal to achieve 20M deliveries by 2030, which would be over a fifth of the total global vehicle market.\nIf NIO for its part would be able to translate its innovation into continued, sustained growth, similar to Tesla, then there should be no reason for NIO to not continue to track the valuation of Tesla. This means NIO, indeed, may have another 10x upside or so if it closes the gap to Tesla in scale.\nFrom that view, NIO is lagging behind Tesla by multiple years, in both deliveries and market cap. The last comment could be as analogous to for examplePinterest(PINS), which is a company Iarguedwas lagging by several years to Facebook (FB).\nRisks\nOf course, there are major risks. Mainly, this thesis is based on two assumptions:\n\nTesla and other EV/AV stocks will continue to grow and receive elevated valuations as these trends continue to unfold;\nNIO is best positioned to most closely track Tesla's business and stock performance.\n\nAny decrease in (relative) valuation could result in downside. For example, Tesla's ambition as laid out at its fall 2020 Battery Day event called for Tesla to achieve a scale of 20 million units by 2030. Hence, it is likely at least some part of that ambition for further growth is already priced into the stock.\nNeedless to say, not every automotive or EV company will be able to achieve a scale of 20M units, as the global automotive market is below 100M units. There is both competition from traditional OEMs such as GM (GM) and Volkswagen, as well as other Chinese companiessuch as XPeng(XPEV).\nAdditionally, although China seems to be one the largest markets for EVs in the near future, Tesla itself has already built its own Gigafactory in China, further increasing competition. Although the reverse is also partly true given NIO's own international expansion.\nThe last risk for NIO growth it that is has expressed that it wants to remain a premium brand with relatively high ASPs (average selling prices). While this implies NIO could have above-average gross margins, it may nevertheless lower NIO's addressable market and hence potential future growth.\nFurther, while NIO is heavily investing in autonomous driving and seems to be at the forefront of this next major inflection, it is ultimately reliant on third-party silicon vendors like Nvidia. This insight means pretty much by definition that AV technology may not remain a differentiated capability, as others will be able to buy the same off-the-shelf systems. Although as noted NIO is developing its own software, that itselfis also a riskgiven the difficulty in creating a scalable and reliable AV system.\nAs described, though, NIO is a clear, leading innovator, and has achieved a strong brand value. This arguably makes it the strongest candidate to become the closest to a 'Chinese Tesla'.\nTakeaway\nIn the last 18 months or so, there has been a major shift in investment sentiment around EV companies. Tesla has seen 10-bagger returns. So when evaluating NIO, after its own 10-bagger returns (or more), to a valuation closer to $100B than $10B, on the surface this may change the investment narrative.\nHowever, at least a portion of NIO's large shareholder returns was because of its financial issues, which it has overcome; NIO's valuation is not significantly different from Tesla, for one. Meanwhile, its still much lower scale arguably leaves much room for upside.\nNIO's stock is based on NIO's growth to capitalize on the two-fold disruption of EVs and AVs in the automotive industry. NIO already has a proven track record of growth and innovation with battery swap, ADAS, autonomous driving (although with some increased risks given its change of supplier), ADaaS, BaaS, and even international expansion.\nWhile far from every company will be able to achieve a similar scale as Tesla, NIO clearly remains positioned to be successful in this space, which represents a large, greenfield opportunity in both the Chinese and international push towards electric and autonomous driving.\nThis means NIO's valuation is both the risk and the reward. The reward is that NIO could realistically still expand by another 10x if it continues to trade at a similar valuation as Tesla, while closing the gap in scale. I likened NIO to the Alibaba of EVs: the Chinese counterpart of Amazon in EVs. The risk is NIO's ability to execute and deliver on its growth opportunity, as well as (just as importantly) as Tesla's and other EV stocks' valuation not collapsing on changes in investor sentiment.\nThe bottom line (since NIO's peak in February) is that the potential opportunity that still lies ahead slightly outweighs the risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003660904,"gmtCreate":1640963051315,"gmtModify":1676533559082,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Vacc and Fly","listText":"Vacc and Fly","text":"Vacc and Fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003660904","repostId":"1141605267","repostType":4,"repost":{"id":"1141605267","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640962448,"share":"https://ttm.financial/m/news/1141605267?lang=&edition=fundamental","pubTime":"2021-12-31 22:54","market":"us","language":"en","title":"Pfizer Stock Gained 2% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1141605267","media":"Tiger Newspress","summary":"Pfizer stock gained 2% in morning trading as British regulators have approved the use of Paxlovid – ","content":"<html><head></head><body><p>Pfizer stock gained 2% in morning trading as British regulators have approved the use of Paxlovid – the drug maker’s Covid-19 antiviral pill – for people over 18 with mild to moderate illness.<img src=\"https://static.tigerbbs.com/70d5c18e424c17b73dbf01bc650d1318\" tg-width=\"1135\" tg-height=\"729\" referrerpolicy=\"no-referrer\"/></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>Pfizer Stock Gained 2% in Morning Trading</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\">\nPfizer Stock Gained 2% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-31 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pfizer stock gained 2% in morning trading as British regulators have approved the use of Paxlovid – the drug maker’s Covid-19 antiviral pill – for people over 18 with mild to moderate illness.<img src=\"https://static.tigerbbs.com/70d5c18e424c17b73dbf01bc650d1318\" tg-width=\"1135\" tg-height=\"729\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141605267","content_text":"Pfizer stock gained 2% in morning trading as British regulators have approved the use of Paxlovid – the drug maker’s Covid-19 antiviral pill – for people over 18 with mild to moderate illness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089094828,"gmtCreate":1649929335769,"gmtModify":1676534609034,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Chips shortage, buy buy","listText":"Chips shortage, buy buy","text":"Chips shortage, buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089094828","repostId":"2227613543","repostType":4,"repost":{"id":"2227613543","kind":"highlight","pubTimestamp":1649928211,"share":"https://ttm.financial/m/news/2227613543?lang=&edition=fundamental","pubTime":"2022-04-14 17:23","market":"us","language":"en","title":"2 Semiconductor Stocks That Could Run Up Exponentially","url":"https://stock-news.laohu8.com/highlight/detail?id=2227613543","media":"Motley Fool","summary":"These chipmakers are on track to win from major trends in the semiconductor industry.","content":"<html><head></head><body><p>Global semiconductor sales shot up to an all-time high of $556 billion in 2021, rising 26% over the prior-year period as a record 1.15 trillion chips were shipped last year despite the industry facing a supply crunch.</p><p>It looks like 2022 could turn out to be another landmark year for the semiconductor industry as sales hit $52.5 billion in February, rising 32.4% over the same month in 2021. The sector generated $50.7 billion in revenue in January 2022, indicating that this market is off to a hot start this year.</p><p>By 2030, global semiconductor sales are expected to exceed $1 trillion, which is why investors looking to add some long-term winners to their portfolios should take a closer look at this sector.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></b> and <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b> could make the most of the booming demand for semiconductors as they serve fast-growing niches such as data centers, wireless networking, smartphones, and computers. Let's look at the reasons these semiconductor stocks could run up exponentially thanks to the semiconductor boom.</p><h2>1. <b><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></b></h2><p>Nvidia finished fiscal 2022 (which ended on Jan. 30) with $26.9 billion in revenue, an increase of 61% over the previous year. That figure pales in comparison to the $1 trillion addressable revenue opportunity that Nvidia management says it is sitting on, split among multiple verticals such as gaming, automotive, chips and systems, artificial intelligence (AI) enterprise software, and what it calls the Omniverse (its platform for 3D designs).</p><p>The data center business, for instance, is creating the need for more of the graphics processing units (GPUs) that Nvidia sells. Cloud service providers have increased their GPU deployments by a multiple of nine times in four years, a trend that's here to stay with accelerating AI and machine-learning workloads. A third-party estimate forecasts that the global market for data-center accelerators could hit $53 billion in revenue by 2027 as compared to $4.2 billion in 2020.</p><p>Nvidia is in a solid position to tap into this market. GPUs are expected to account for nearly 40% of the accelerator market revenue by 2027, and Nvidia reportedly controls more than an 80% share of data center GPUs. It's working to strengthen its grip further with its Grace chips to accelerate AI and high-performance computing (HPC) workloads.</p><p>In all, data centers, AI enterprise software, and hyperscale computing present a $450 billion addressable opportunity for Nvidia, and the company looks ready to make the most of it.</p><p>The automotive market is another reason Nvidia's outstanding growth is here to stay. The company generated just $566 million in revenue from this segment in fiscal 2022, but it sees a $300 billion opportunity here. It already has lined up $11 billion worth of design wins (a design win happens when a company's chips get designed into a product), a number that could increase substantially thanks to the huge ecosystem of automotive partners and original equipment manufacturers (OEMs) that Nvidia has built up.</p><p>Throw in the catalysts in Nvidia's gaming and professional visualization businesses, and it is easy to see why earnings are expected to clock a compound annual growth rate (CAGR) of nearly 31% for the next five years. But the stock could achieve faster growth given the tremendous size of the markets the company operates in, helping this growth stock go parabolic in the future.</p><h2>2. <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b></h2><p>Sales of 5G smartphones increased117% in 2021, according to market research firm IDC, and that's expected to increase at an incredible pace in the long run as well. According to another estimate, global 5G smartphone sales are expected to register a CAGR of 125% through 2025.</p><p>For investors looking to benefit from this fast-growing market, Skyworks Solutions could be a solid bet since it supplies chips to leading smartphone OEMs such as <b>Apple</b>, Samsung, Vivo, <b>Xiaomi</b>, and Oppo -- the top five vendors of 5G smartphones across the globe, according to Strategy Analytics. Skyworks, therefore, is a pick-and-shovel play on the 5G smartphone market.</p><p>The company's mobile business produced 68% of its total revenue in the first quarter of fiscal 2022, which ended on Dec. 31, 2021. Apple was its largest customer last fiscal year with 59% of the total revenue. This tight relationship with Apple helped Skyworks finish fiscal 2021 (ended on Oct. 1, 2021) with 52% revenue growth to a record $5.1 billion, while non-GAAP earnings per share jumped 71% to $10.50 per share.</p><p>Apple's expansion of its 5G smartphone lineup with the addition of the new iPhone SE should give Skyworks a shot in the arm. The new iPhone could boost Apple's sales substantially by attracting budget-conscious customers. The smartphone maker is expected to sell at least 30 million units of the iPhone SE this year, though the number could be higher given the pricing of the device -- eventually giving Skyworks a boost.</p><p>Rapid growth in 5G smartphone adoption can help Skyworks sustain its impressive momentum as these devices are equipped with more radio-frequency (RF) content. Skyworks' peer <b>Qorvo</b> points out that 5G smartphones carry $5 to $7 additional RF content as compared to their 4G counterparts. So besides stronger volumes in the 5G era, Skyworks' revenue per smartphone is also going to increase with the higher content.</p><p>All of this makes Skyworks Solutions a solid play on 5G smartphones. And investors can consider buying the stock right away as it trades at just 15 times trailing earnings, a nice discount to the <b>Nasdaq-100</b>'s earnings multiple of 33.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Semiconductor Stocks That Could Run Up Exponentially</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Semiconductor Stocks That Could Run Up Exponentially\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 17:23 GMT+8 <a href=https://www.fool.com/investing/2022/04/13/2-semiconductor-stocks-that-could-go-parabolic/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Global semiconductor sales shot up to an all-time high of $556 billion in 2021, rising 26% over the prior-year period as a record 1.15 trillion chips were shipped last year despite the industry facing...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/13/2-semiconductor-stocks-that-could-go-parabolic/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","SWKS":"思佳讯","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4566":"资本集团","BK4575":"芯片概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4543":"AI","BK4501":"段永平概念","NVDA":"英伟达","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4549":"软银资本持仓"},"source_url":"https://www.fool.com/investing/2022/04/13/2-semiconductor-stocks-that-could-go-parabolic/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227613543","content_text":"Global semiconductor sales shot up to an all-time high of $556 billion in 2021, rising 26% over the prior-year period as a record 1.15 trillion chips were shipped last year despite the industry facing a supply crunch.It looks like 2022 could turn out to be another landmark year for the semiconductor industry as sales hit $52.5 billion in February, rising 32.4% over the same month in 2021. The sector generated $50.7 billion in revenue in January 2022, indicating that this market is off to a hot start this year.By 2030, global semiconductor sales are expected to exceed $1 trillion, which is why investors looking to add some long-term winners to their portfolios should take a closer look at this sector.Image source: Getty Images.Nvidia and Skyworks Solutions could make the most of the booming demand for semiconductors as they serve fast-growing niches such as data centers, wireless networking, smartphones, and computers. Let's look at the reasons these semiconductor stocks could run up exponentially thanks to the semiconductor boom.1. NvidiaNvidia finished fiscal 2022 (which ended on Jan. 30) with $26.9 billion in revenue, an increase of 61% over the previous year. That figure pales in comparison to the $1 trillion addressable revenue opportunity that Nvidia management says it is sitting on, split among multiple verticals such as gaming, automotive, chips and systems, artificial intelligence (AI) enterprise software, and what it calls the Omniverse (its platform for 3D designs).The data center business, for instance, is creating the need for more of the graphics processing units (GPUs) that Nvidia sells. Cloud service providers have increased their GPU deployments by a multiple of nine times in four years, a trend that's here to stay with accelerating AI and machine-learning workloads. A third-party estimate forecasts that the global market for data-center accelerators could hit $53 billion in revenue by 2027 as compared to $4.2 billion in 2020.Nvidia is in a solid position to tap into this market. GPUs are expected to account for nearly 40% of the accelerator market revenue by 2027, and Nvidia reportedly controls more than an 80% share of data center GPUs. It's working to strengthen its grip further with its Grace chips to accelerate AI and high-performance computing (HPC) workloads.In all, data centers, AI enterprise software, and hyperscale computing present a $450 billion addressable opportunity for Nvidia, and the company looks ready to make the most of it.The automotive market is another reason Nvidia's outstanding growth is here to stay. The company generated just $566 million in revenue from this segment in fiscal 2022, but it sees a $300 billion opportunity here. It already has lined up $11 billion worth of design wins (a design win happens when a company's chips get designed into a product), a number that could increase substantially thanks to the huge ecosystem of automotive partners and original equipment manufacturers (OEMs) that Nvidia has built up.Throw in the catalysts in Nvidia's gaming and professional visualization businesses, and it is easy to see why earnings are expected to clock a compound annual growth rate (CAGR) of nearly 31% for the next five years. But the stock could achieve faster growth given the tremendous size of the markets the company operates in, helping this growth stock go parabolic in the future.2. Skyworks SolutionsSales of 5G smartphones increased117% in 2021, according to market research firm IDC, and that's expected to increase at an incredible pace in the long run as well. According to another estimate, global 5G smartphone sales are expected to register a CAGR of 125% through 2025.For investors looking to benefit from this fast-growing market, Skyworks Solutions could be a solid bet since it supplies chips to leading smartphone OEMs such as Apple, Samsung, Vivo, Xiaomi, and Oppo -- the top five vendors of 5G smartphones across the globe, according to Strategy Analytics. Skyworks, therefore, is a pick-and-shovel play on the 5G smartphone market.The company's mobile business produced 68% of its total revenue in the first quarter of fiscal 2022, which ended on Dec. 31, 2021. Apple was its largest customer last fiscal year with 59% of the total revenue. This tight relationship with Apple helped Skyworks finish fiscal 2021 (ended on Oct. 1, 2021) with 52% revenue growth to a record $5.1 billion, while non-GAAP earnings per share jumped 71% to $10.50 per share.Apple's expansion of its 5G smartphone lineup with the addition of the new iPhone SE should give Skyworks a shot in the arm. The new iPhone could boost Apple's sales substantially by attracting budget-conscious customers. The smartphone maker is expected to sell at least 30 million units of the iPhone SE this year, though the number could be higher given the pricing of the device -- eventually giving Skyworks a boost.Rapid growth in 5G smartphone adoption can help Skyworks sustain its impressive momentum as these devices are equipped with more radio-frequency (RF) content. Skyworks' peer Qorvo points out that 5G smartphones carry $5 to $7 additional RF content as compared to their 4G counterparts. So besides stronger volumes in the 5G era, Skyworks' revenue per smartphone is also going to increase with the higher content.All of this makes Skyworks Solutions a solid play on 5G smartphones. And investors can consider buying the stock right away as it trades at just 15 times trailing earnings, a nice discount to the Nasdaq-100's earnings multiple of 33.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090500446,"gmtCreate":1643210203914,"gmtModify":1676533785715,"author":{"id":"3571091065279545","authorId":"3571091065279545","name":"Forest33","avatar":"https://static.tigerbbs.com/39380d0878bd9fefc3097c5bb4497525","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571091065279545","authorIdStr":"3571091065279545"},"themes":[],"htmlText":"Chips shortages, lasting only 5D ahead","listText":"Chips shortages, lasting only 5D ahead","text":"Chips shortages, lasting only 5D ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090500446","repostId":"1163368107","repostType":4,"repost":{"id":"1163368107","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643208439,"share":"https://ttm.financial/m/news/1163368107?lang=&edition=fundamental","pubTime":"2022-01-26 22:47","market":"us","language":"en","title":"Semiconductor Stocks Jumped in Morning Trading,with Broadcom Rising Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163368107","media":"Tiger Newspress","summary":"Semiconductor Stocks Jumped in Morning Trading, with Broadcom Rising Nearly 4%.Intel on Wednesday wo","content":"<html><head></head><body><p>Semiconductor Stocks Jumped in Morning Trading, with Broadcom Rising Nearly 4%.</p><p><img src=\"https://static.tigerbbs.com/fe302217e3d3be073f113d45af0db860\" tg-width=\"287\" tg-height=\"343\" width=\"100%\" height=\"auto\"/>Intel on Wednesday won its appeal against a 1.06-billion-euro ($1.2 billion) EU antitrust fine handed down to the U.S. chipmaker twelve years ago for stifling a rival, in a major setback for EU antitrust regulators.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Pardon the numbers","listText":"Yes, just sold at 911. Pardon the numbers","text":"Yes, just sold at 911. 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