Tyrchrf personal page - To The Moon

Tyrchrf

Tyrchrf

No personal profile

6Follow

12Followers

0Topic

0Badge

2023-08-24

Final blowjob for the market

Sorry, the original content has been removed

2023-06-13

Stay foolish

Tesla: Stay Bullish

2023-05-23

Can tiger actually come up with some creative post rather that all these you have $5,000 blablaba... put some effort on your content la if you want ppl to believe you

Got $5,000? These Are 2 of the Best Growth Stocks to Buy Right Now

2023-02-18

$YZJ Fin Hldg(YF8.SI)$ This kind of trading volume still can't sky rocket lol can tell their insiders really don't like retail traders

2023-02-17

$YZJ Fin Hldg(YF8.SI)$ LPPL stock. Mainly just insiders playing their own game. Hahaha

2023-01-24

$Palantir Technologies Inc.(PLTR)$ Lol NYSE is broken

2023-01-09

$YZJ Fin Hldg(YF8.SI)$ Anybody know when they are announcing Dividends? It's been almost a year still no news yet

2022-09-09

$Bilibili Inc.(BILI)$Cork man. Good report but drop

2022-09-09

$Bilibili Inc.(BILI)$Cock man, report good still tank lmao

2021-03-03

$Bionano Genomics(BNGO)$Going to keep this for my kids

2021-02-11

$Sundial Growers Inc.(SNDL)$Phew phew to the moon

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3572262229857694","uuid":"3572262229857694","gmtCreate":1609169291876,"gmtModify":1613051062800,"name":"Tyrchrf","pinyin":"tyrchrf","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":12,"headSize":6,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.35%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":212349082001632,"gmtCreate":1692875504038,"gmtModify":1692875806357,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"Final blowjob for the market&nbsp;","listText":"Final blowjob for the market&nbsp;","text":"Final blowjob for the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212349082001632","repostId":"2361962563","repostType":2,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186901291389032,"gmtCreate":1686669477899,"gmtModify":1686673058485,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"Stay foolish&nbsp;","listText":"Stay foolish&nbsp;","text":"Stay foolish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186901291389032","repostId":"2343540650","repostType":2,"repost":{"id":"2343540650","kind":"highlight","pubTimestamp":1686657080,"share":"https://ttm.financial/m/news/2343540650?lang=&edition=fundamental","pubTime":"2023-06-13 19:51","market":"us","language":"en","title":"Tesla: Stay Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2343540650","media":"seekingalpha","summary":"solarseven Investment Thesis As Tesla, Inc. (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (\"EV\") pioneer finds itself at the intersection of e","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98badd41434691e198aa8f2637aaccf7\" tg-width=\"750\" tg-height=\"477\"/></p><h2>Investment Thesis</h2><p>As <strong>Tesla, Inc.</strong> (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (&#34;EV&#34;) pioneer finds itself at the intersection of exciting opportunities and daunting obstacles.</p><p>On the bullish side, the eligibility of all Tesla Model 3 and Model Y variants for the entire federal tax credit, coupled with the company&#39;s scale advantage and recent price cuts, promises increased sales and competitiveness. However, bearish catalysts loom, including Elon Musk&#39;s legal battles, concerns about divided attention, and the challenges posed by a global economic downturn and intensified competition.</p><p>I had avoided Tesla stocks for years due to the unreasonably high valuations resulting from the EV hype. However, following the crash in 2022, TSLA was a no-brainer. Six months down the road, TSLA is one of the top-performing contributors in the Yiazou model portfolio, and I foresee more upside for the stock.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d6d04c18c29ce1640d6b9dc0cfdeefa\" tg-width=\"635\" tg-height=\"433\"/></p><p>Data by YCharts</p><p></p><h2>Model-3 EV Tax Qualification</h2><p>The recent update regarding the eligibility of all Tesla Model 3 and Model Y variants for the full $7,500 federal tax credit for clean cars has significant implications for Tesla and the EV market. The credit may increase demand for Tesla&#39;s Model 3 and Model Y vehicles. With the full tax credit availability, these EVs become more affordable, effectively reducing the purchase price. The affordability factor is crucial to driving consumer adoption of EVs by reducing the financial barrier. It can lead to a boost in sales volume for Tesla, particularly for the entry-level models that have seen a reduction in their post-tax credit prices. The increased demand may contribute to Tesla&#39;s overall market share growth in the EV segment.</p><p>In addition to driving sales volume, the expanded eligibility for the federal tax credit strengthens Tesla&#39;s competitive position against other EV manufacturers. Some competitors, like the Hyundai Ioniq 6 and Polestar 2, do not qualify for federal credit due to battery material sourcing and vehicle manufacturing locations. However, Tesla can now offer full credit to all its Model 3 and Model Y variants. This gives Tesla a pricing advantage and enhances its appeal to potential customers.</p><p>It is important to consider the evolving landscape of EV incentives and regulations when analyzing the impact of this change. The eligibility criteria for federal tax credits can change, and investors can expect requirements for critical mineral sourcing and battery component manufacturing to become more stringent by 2024. As a major EV player, Tesla will need to adapt its sourcing and manufacturing strategies to maintain eligibility for future tax credits. Compliance with these evolving requirements will be crucial for Tesla&#39;s continued success in maximizing incentives and maintaining competitive pricing.</p><p>Furthermore, state-level incentives can further impact the affordability of Tesla vehicles. Customers in states with additional tax credits or incentives may experience even greater price reductions, making Tesla vehicles more attractive and affordable compared to gas-powered alternatives. Understanding these regional variations in incentives is important for evaluating the potential impact on Tesla&#39;s sales and market penetration in different states.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46c3ab847445b7318a44c2a520e5de87\" tg-width=\"1280\" tg-height=\"627\"/></p><p>tesla.com</p><p></p><h2>Elon Musk &amp; Insider Trading</h2><p>Musk, the CEO of Tesla, is facing allegations of insider trading and manipulating the cryptocurrency Dogecoin. These accusations have significant implications for both Musk and Tesla, potentially leading to legal consequences, reputational damage, and a negative impact on Tesla&#39;s stock performance.</p><p>Of course, insider trading is illegal; if proven, Musk could face severe penalties, fines, and even criminal charges. The allegations of market manipulation and fraudulent practices could also harm Musk&#39;s reputation as a prominent figure in the tech and business world, affecting his standing in Tesla and other ventures (such as SpaceX).</p><p>From an investor perspective, these accusations could undermine Tesla&#39;s confidence and leadership. Shareholders may become concerned about the company&#39;s governance and ethical practices, leading to a decline in stock value. Additionally, negative sentiment surrounding the allegations might impact Tesla&#39;s ability to attract or retain new investors.</p><p>Furthermore, the accusations of insider trading and market manipulation could have long-term impacts on Tesla&#39;s growth. Firstly, legal repercussions and regulatory scrutiny could divert management&#39;s attention and resources from core business operations, hindering product development, innovation, and scaling up production. Also, if Tesla is perceived as being involved in unethical practices, it could lead to a loss of trust, impacting customer loyalty and sales.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db6b4d0375e1281b4b871c792c1f71d2\" tg-width=\"1280\" tg-height=\"651\"/></p><p>Massive activity in Dogecoin during Musk&#39;s appearance on SNL in 2021. (reddit.com)</p><p></p><h2>The Twitter Effect</h2><p>The recent announcement of Elon Musk stepping down as CEO of Twitter and assuming the role of chief technology officer for the social media platform has generated positive sentiment among Tesla shareholders. This move benefits Tesla&#39;s stock, allowing Musk to devote more attention to his companies, Tesla and SpaceX.</p><p>However, Musk&#39;s departure from Twitter may translate into something other than advantages for Tesla. It allows Musk to focus on other ventures, such as his new startup X.AI, potentially diverting his attention from Tesla. There are also speculations regarding Musk&#39;s interest in developing an alternative to OpenAI&#39;s ChatGPT, named &#34;TruthGPT,&#34; which could further shift his focus from Tesla.</p><p>Nevertheless, there are data points beyond the Twitter announcement that provide optimism for Tesla shareholders. For instance, lengthy wait times suggest that demand for Tesla vehicles remains robust despite increased competition in the EV market.</p><p>Furthermore, Elon Musk&#39;s decision to consider advertising for Tesla marks a significant shift in the company&#39;s strategy. Previously, Musk had dismissed the need for advertising, citing high demand for Tesla vehicles. However, increased competition in the EV space, coupled with rising interest rates, has led to price cuts by Tesla and potential margin pressure. Musk&#39;s willingness to explore advertising demonstrates his recognition of changing market dynamics and the importance of capturing a larger population segment.</p><p>Musk&#39;s departure from Twitter, perceived as a &#34;lingering albatross,&#34; may alleviate concerns and distractions, providing investors with a clearer view of Tesla&#39;s performance and potential. The positive sentiment can translate into increased investor confidence and support for Tesla&#39;s growth initiatives. On the other hand, Musk&#39;s focus on other projects and competing with OpenAI&#39;s ChatGPT may divert his attention away from Tesla. This potential shift in priorities could impact Tesla&#39;s growth if Musk significantly veers from the company.</p><h2>A Challenging 2023</h2><p>In the face of a global economic downturn and high-interest rates, Tesla is anticipating a challenging year ahead. Musk has acknowledged the impact of the global economic environment on Tesla&#39;s operations and financial performance but remains optimistic about the company&#39;s ability to overcome these difficulties.</p><p>One of the key challenges Tesla is currently experiencing is a loss of market share in the US EV market. As more affordable EV options become available, Tesla&#39;s dominance in the market is gradually diminishing. In 2021, Tesla held a market share of 70.5%, which dropped to 63.5% in 2022. Established automakers such as General Motors (GM), Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are intensifying their production of EVs, posing increased competition for Tesla. The availability of more affordable options, like the Chevrolet Bolt, is attracting consumers away from Tesla&#39;s higher-priced models.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbba029ab0e95a7f286d1553c0e1a250\" tg-width=\"863\" tg-height=\"524\"/></p><p>qz.com</p><p></p><p>Tesla has implemented significant price cuts on its vehicles worldwide to address this competition. However, concerns arise regarding weakened demand and the need for Tesla to compete in price, which contradicts its previous strategy of rarely offering discounts.</p><p>Another significant challenge for Tesla lies in its relationship with China. Elon Musk&#39;s recent visit to China did not result in concrete deals or agreements for expanding Tesla&#39;s Shanghai Gigafactory. This visit occurred amid deteriorating relations between Beijing and the West. While Shanghai officials expressed their support for Tesla&#39;s expansion plans and welcomed new products and technologies, uncertainties persist regarding the regulatory environment and geopolitical tensions that could potentially impact Tesla&#39;s operations in China.</p><p>Also, a weak global economy may result in reduced consumer spending, which may compress the demand for EVs, including those manufactured by Tesla. Additionally, higher interest rates can increase borrowing costs for Tesla, potentially influencing its expansion plans and overall profitability.</p><p>Moreover, Tesla is confronting heightened competition in the EV market. As highlighted in the article, Tesla&#39;s market share in the U.S. has declined as new, more affordable options enter the market. Established automakers are ramping up their production of EVs across various price ranges, offering consumers choices. While price cuts can stimulate demand in the short term, they may also impact profitability. Offering discounts and lowering prices can attract buyers in the short run, but if demand fails to increase significantly, it could squeeze profit margins.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/080e027c87f7e3af514d090ebad67917\" tg-width=\"635\" tg-height=\"433\"/></p><p>Data by YCharts</p><p></p><p>Despite these challenges, Tesla benefits from its scale advantage by establishing new factories and increasing production capacity. Expanding production in different locations may assist Tesla in meeting the growing demand for EVs and lower production costs.</p><h2>Takeaway</h2><p>In conclusion, while Tesla, Inc. faces various challenges in 2023, including increased competition, legal battles, and economic uncertainties, there are reasons to maintain a modestly bullish outlook for the company. The expanded eligibility for the federal tax credit enhances Tesla&#39;s competitiveness and growth prospects in the EV market. Elon Musk&#39;s focus on Tesla following his departure from Twitter could lead to more efficient decision-making and strategic planning. Finally, Tesla&#39;s scale advantage, with new factories and increased production capacity, positions the company well to meet growing EV demand.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Tesla: Stay Bullish</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\">\nTesla: Stay Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 19:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611004-tesla-stay-bullish><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisAs Tesla, Inc. (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (\"EV\") pioneer finds itself at the intersection of exciting ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611004-tesla-stay-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4508":"社交媒体","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4077":"互动媒体与服务","TSLA":"特斯拉","BK4559":"巴菲特持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4511":"特斯拉概念","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4611004-tesla-stay-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343540650","content_text":"Investment ThesisAs Tesla, Inc. (NASDAQ:TSLA) embarks on its journey through 2023 with a 98% price return to date, the electric vehicle (\"EV\") pioneer finds itself at the intersection of exciting opportunities and daunting obstacles.On the bullish side, the eligibility of all Tesla Model 3 and Model Y variants for the entire federal tax credit, coupled with the company's scale advantage and recent price cuts, promises increased sales and competitiveness. However, bearish catalysts loom, including Elon Musk's legal battles, concerns about divided attention, and the challenges posed by a global economic downturn and intensified competition.I had avoided Tesla stocks for years due to the unreasonably high valuations resulting from the EV hype. However, following the crash in 2022, TSLA was a no-brainer. Six months down the road, TSLA is one of the top-performing contributors in the Yiazou model portfolio, and I foresee more upside for the stock.Data by YChartsModel-3 EV Tax QualificationThe recent update regarding the eligibility of all Tesla Model 3 and Model Y variants for the full $7,500 federal tax credit for clean cars has significant implications for Tesla and the EV market. The credit may increase demand for Tesla's Model 3 and Model Y vehicles. With the full tax credit availability, these EVs become more affordable, effectively reducing the purchase price. The affordability factor is crucial to driving consumer adoption of EVs by reducing the financial barrier. It can lead to a boost in sales volume for Tesla, particularly for the entry-level models that have seen a reduction in their post-tax credit prices. The increased demand may contribute to Tesla's overall market share growth in the EV segment.In addition to driving sales volume, the expanded eligibility for the federal tax credit strengthens Tesla's competitive position against other EV manufacturers. Some competitors, like the Hyundai Ioniq 6 and Polestar 2, do not qualify for federal credit due to battery material sourcing and vehicle manufacturing locations. However, Tesla can now offer full credit to all its Model 3 and Model Y variants. This gives Tesla a pricing advantage and enhances its appeal to potential customers.It is important to consider the evolving landscape of EV incentives and regulations when analyzing the impact of this change. The eligibility criteria for federal tax credits can change, and investors can expect requirements for critical mineral sourcing and battery component manufacturing to become more stringent by 2024. As a major EV player, Tesla will need to adapt its sourcing and manufacturing strategies to maintain eligibility for future tax credits. Compliance with these evolving requirements will be crucial for Tesla's continued success in maximizing incentives and maintaining competitive pricing.Furthermore, state-level incentives can further impact the affordability of Tesla vehicles. Customers in states with additional tax credits or incentives may experience even greater price reductions, making Tesla vehicles more attractive and affordable compared to gas-powered alternatives. Understanding these regional variations in incentives is important for evaluating the potential impact on Tesla's sales and market penetration in different states.tesla.comElon Musk & Insider TradingMusk, the CEO of Tesla, is facing allegations of insider trading and manipulating the cryptocurrency Dogecoin. These accusations have significant implications for both Musk and Tesla, potentially leading to legal consequences, reputational damage, and a negative impact on Tesla's stock performance.Of course, insider trading is illegal; if proven, Musk could face severe penalties, fines, and even criminal charges. The allegations of market manipulation and fraudulent practices could also harm Musk's reputation as a prominent figure in the tech and business world, affecting his standing in Tesla and other ventures (such as SpaceX).From an investor perspective, these accusations could undermine Tesla's confidence and leadership. Shareholders may become concerned about the company's governance and ethical practices, leading to a decline in stock value. Additionally, negative sentiment surrounding the allegations might impact Tesla's ability to attract or retain new investors.Furthermore, the accusations of insider trading and market manipulation could have long-term impacts on Tesla's growth. Firstly, legal repercussions and regulatory scrutiny could divert management's attention and resources from core business operations, hindering product development, innovation, and scaling up production. Also, if Tesla is perceived as being involved in unethical practices, it could lead to a loss of trust, impacting customer loyalty and sales.Massive activity in Dogecoin during Musk's appearance on SNL in 2021. (reddit.com)The Twitter EffectThe recent announcement of Elon Musk stepping down as CEO of Twitter and assuming the role of chief technology officer for the social media platform has generated positive sentiment among Tesla shareholders. This move benefits Tesla's stock, allowing Musk to devote more attention to his companies, Tesla and SpaceX.However, Musk's departure from Twitter may translate into something other than advantages for Tesla. It allows Musk to focus on other ventures, such as his new startup X.AI, potentially diverting his attention from Tesla. There are also speculations regarding Musk's interest in developing an alternative to OpenAI's ChatGPT, named \"TruthGPT,\" which could further shift his focus from Tesla.Nevertheless, there are data points beyond the Twitter announcement that provide optimism for Tesla shareholders. For instance, lengthy wait times suggest that demand for Tesla vehicles remains robust despite increased competition in the EV market.Furthermore, Elon Musk's decision to consider advertising for Tesla marks a significant shift in the company's strategy. Previously, Musk had dismissed the need for advertising, citing high demand for Tesla vehicles. However, increased competition in the EV space, coupled with rising interest rates, has led to price cuts by Tesla and potential margin pressure. Musk's willingness to explore advertising demonstrates his recognition of changing market dynamics and the importance of capturing a larger population segment.Musk's departure from Twitter, perceived as a \"lingering albatross,\" may alleviate concerns and distractions, providing investors with a clearer view of Tesla's performance and potential. The positive sentiment can translate into increased investor confidence and support for Tesla's growth initiatives. On the other hand, Musk's focus on other projects and competing with OpenAI's ChatGPT may divert his attention away from Tesla. This potential shift in priorities could impact Tesla's growth if Musk significantly veers from the company.A Challenging 2023In the face of a global economic downturn and high-interest rates, Tesla is anticipating a challenging year ahead. Musk has acknowledged the impact of the global economic environment on Tesla's operations and financial performance but remains optimistic about the company's ability to overcome these difficulties.One of the key challenges Tesla is currently experiencing is a loss of market share in the US EV market. As more affordable EV options become available, Tesla's dominance in the market is gradually diminishing. In 2021, Tesla held a market share of 70.5%, which dropped to 63.5% in 2022. Established automakers such as General Motors (GM), Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are intensifying their production of EVs, posing increased competition for Tesla. The availability of more affordable options, like the Chevrolet Bolt, is attracting consumers away from Tesla's higher-priced models.qz.comTesla has implemented significant price cuts on its vehicles worldwide to address this competition. However, concerns arise regarding weakened demand and the need for Tesla to compete in price, which contradicts its previous strategy of rarely offering discounts.Another significant challenge for Tesla lies in its relationship with China. Elon Musk's recent visit to China did not result in concrete deals or agreements for expanding Tesla's Shanghai Gigafactory. This visit occurred amid deteriorating relations between Beijing and the West. While Shanghai officials expressed their support for Tesla's expansion plans and welcomed new products and technologies, uncertainties persist regarding the regulatory environment and geopolitical tensions that could potentially impact Tesla's operations in China.Also, a weak global economy may result in reduced consumer spending, which may compress the demand for EVs, including those manufactured by Tesla. Additionally, higher interest rates can increase borrowing costs for Tesla, potentially influencing its expansion plans and overall profitability.Moreover, Tesla is confronting heightened competition in the EV market. As highlighted in the article, Tesla's market share in the U.S. has declined as new, more affordable options enter the market. Established automakers are ramping up their production of EVs across various price ranges, offering consumers choices. While price cuts can stimulate demand in the short term, they may also impact profitability. Offering discounts and lowering prices can attract buyers in the short run, but if demand fails to increase significantly, it could squeeze profit margins.Data by YChartsDespite these challenges, Tesla benefits from its scale advantage by establishing new factories and increasing production capacity. Expanding production in different locations may assist Tesla in meeting the growing demand for EVs and lower production costs.TakeawayIn conclusion, while Tesla, Inc. faces various challenges in 2023, including increased competition, legal battles, and economic uncertainties, there are reasons to maintain a modestly bullish outlook for the company. The expanded eligibility for the federal tax credit enhances Tesla's competitiveness and growth prospects in the EV market. Elon Musk's focus on Tesla following his departure from Twitter could lead to more efficient decision-making and strategic planning. Finally, Tesla's scale advantage, with new factories and increased production capacity, positions the company well to meet growing EV demand.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970493588,"gmtCreate":1684781404245,"gmtModify":1684781409077,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"Can tiger actually come up with some creative post rather that all these you have $5,000 blablaba... put some effort on your content &nbsp;la if you want ppl to believe you&nbsp;","listText":"Can tiger actually come up with some creative post rather that all these you have $5,000 blablaba... put some effort on your content &nbsp;la if you want ppl to believe you&nbsp;","text":"Can tiger actually come up with some creative post rather that all these you have $5,000 blablaba... put some effort on your content la if you want ppl to believe you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970493588","repostId":"2337427056","repostType":2,"repost":{"id":"2337427056","kind":"highlight","pubTimestamp":1684767761,"share":"https://ttm.financial/m/news/2337427056?lang=&edition=fundamental","pubTime":"2023-05-22 23:02","market":"us","language":"en","title":"Got $5,000? These Are 2 of the Best Growth Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2337427056","media":"Motley Fool","summary":"These two stocks are profitable but maintain all-star growth prospects through the rest of the decade.","content":"<html><head></head><body><p>At the recent <strong>Berkshire Hathaway</strong> annual meeting, Charlie Munger noted that while Warren Buffett&#39;s mentor, Benjamin Graham, is known as the godfather of value investing, over half of his lifetime profits actually came from one great growth stock: GEICO Insurance.</p><p>So while the last 18 months of market action hasn&#39;t been kind to growth stocks, this dip may be the perfect time to scoop up some high-quality growth names for the long haul.</p><p>On that note, these two all-star leaders in their respective fields could be excellent additions in May.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p><strong>Amazon</strong> (AMZN) has had a strong bounce off its lows; however, the stock still sits roughly 40% below its all-time highs of 2021. That still leaves significant upside for the e-commerce and cloud leader.</p><p>Like many pandemic beneficiaries, Amazon saw its growth explode, then grind to a halt as COVID subsided. Currently, higher interest rates have crimped both consumers and businesses seeking to buy fewer goods and spend less on cloud services.</p><p>Amazon has admitted it over-built its e-commerce infrastructure during the pandemic as it tried to help consumers, and didn&#39;t know how long the stay-at-home economy would last. However, CEO Andy Jassy seems to have adapted well over the past year, taking Amazon&#39;s expanded footprint and making it much more efficient.</p><p>A recent <em>Wall Street Journal</em> article highlighted some of the ways in which Amazon changed its e-commerce operations, dovetailing on improvements noted in CEO Andy Jassy&#39;s recent shareholder letter and Amazon&#39;s first quarter earnings report.</p><p>In the revamp, Amazon has transitioned to a regional model from a national one, setting up eight U.S. regions meant to operate on a largely self-sufficient basis. In the new model, all regions have commonly purchased items fully stocked, so that Amazon doesn&#39;t have to ship an item across the country unless it needs to.</p><p>Moreover, Amazon has tweaked search results depending on one&#39;s location, with in-region items often getting a higher ranking than out-of-region items. This tweak has resulted in 76% of orders being fulfilled within a customer&#39;s region, up from 62% a year ago. The combination has led to a 15% decrease in average distance travelled, which lowers costs and shortens delivery times. And since faster delivery tends to lead to more purchases, this is good not only for costs but also revenue.</p><p>This is already showing up in Amazon&#39;s recent results, with e-commerce sales beginning to reaccelerate last quarter relative to last year, and paid units shipped now growing at a faster pace than overall shipping costs for three quarters in a row.</p><p>Yes, Amazon Web Services&#39; growth has decelerated severely as Amazon helps customers optimize their compute and storage costs in preparation for an economic slowdown. However, I would expect that when this period of optimization is over, growth should reaccelerate.</p><p>After all, enterprises using artificial intelligence in their operations will need lots of cloud storage and compute capacity. And remember, this time last year, it was the e-commerce segment that was struggling. As management has been able to turn the ship around in e-commerce, so too should it find a way to improve AWS figures going forward.</p><h2><a href=\"https://laohu8.com/S/ASML\">ASML Holdings</a></h2><p>The artificial-intelligence space has gotten a lot of attention in recent months, which should put an onus on leading-edge processors and advanced memory in the years ahead. That should mean lots of growth for semiconductor equipment leader <strong>ASML Holdings</strong>, because ASML has a monopoly on key extreme ultraviolet lithography (EUV) technology needed to make the most advanced leading-edge chips.</p><p>Leading-edge processors are needed for AI applications, so the more the industry needs, the better for ASML&#39;s equipment sales. In addition, while the memory industry is in a severe recession, causing some of ASML&#39;s customers to push out their equipment deliveries, eventually EUV will be needed on the most advanced DRAM nodes as well. AI needs lots of memory and storage, especially advanced ultra-fast DRAM to feed data to the processor.</p><p>But ASML isn&#39;t just seeing strong demand for EUV machines on the leading-edge, it&#39;s also seeing high demand for standard deep ultraviolet lithography (DUV) machines that make chips and memory of all nodes and sizes. Here, massive demand is coming from mid and trailing-edge chips that go into growing applications like energy infrastructure and electrified autonomous vehicles. CEO Peter Wennink noted on the recent conference call:</p><blockquote>I think this is something people underestimate how significant the demand in the mid-critical and the mature semiconductor space is, and it will just grow double-digit whether it&#39;s automotive, whether it&#39;s the energy transition, whether it&#39;s just the entire industrial and products area, whether it&#39;s the -- whether those are the sensors that we actually need as an integral component of the AI systems. This is where the mid-critical and the mature semiconductor space is very important and needs to grow.</blockquote><p>While management noted that some customers, particularly in the memory space, have pushed out orders, the mature node logic customers hungry for ASML&#39;s machines have snapped them up.</p><p>From a big-picture perspective, ASML management notes its backlog was nearly 39 billion euros at the end of last quarter -- nearly double its 2022 revenue, and more than ASML can supply in 2023, even with projected 25% growth.</p><p>So, ASML&#39;s proprietary technology should be able to grow through this chip downturn, with very bright prospects through the rest of the decade.</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>Got $5,000? These Are 2 of the Best Growth Stocks to Buy Right Now</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\">\nGot $5,000? These Are 2 of the Best Growth Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/22/got-5000-these-are-2-of-the-best-growth-stocks-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At the recent Berkshire Hathaway annual meeting, Charlie Munger noted that while Warren Buffett's mentor, Benjamin Graham, is known as the godfather of value investing, over half of his lifetime ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/22/got-5000-these-are-2-of-the-best-growth-stocks-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","ASML":"阿斯麦"},"source_url":"https://www.fool.com/investing/2023/05/22/got-5000-these-are-2-of-the-best-growth-stocks-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337427056","content_text":"At the recent Berkshire Hathaway annual meeting, Charlie Munger noted that while Warren Buffett's mentor, Benjamin Graham, is known as the godfather of value investing, over half of his lifetime profits actually came from one great growth stock: GEICO Insurance.So while the last 18 months of market action hasn't been kind to growth stocks, this dip may be the perfect time to scoop up some high-quality growth names for the long haul.On that note, these two all-star leaders in their respective fields could be excellent additions in May.AmazonAmazon (AMZN) has had a strong bounce off its lows; however, the stock still sits roughly 40% below its all-time highs of 2021. That still leaves significant upside for the e-commerce and cloud leader.Like many pandemic beneficiaries, Amazon saw its growth explode, then grind to a halt as COVID subsided. Currently, higher interest rates have crimped both consumers and businesses seeking to buy fewer goods and spend less on cloud services.Amazon has admitted it over-built its e-commerce infrastructure during the pandemic as it tried to help consumers, and didn't know how long the stay-at-home economy would last. However, CEO Andy Jassy seems to have adapted well over the past year, taking Amazon's expanded footprint and making it much more efficient.A recent Wall Street Journal article highlighted some of the ways in which Amazon changed its e-commerce operations, dovetailing on improvements noted in CEO Andy Jassy's recent shareholder letter and Amazon's first quarter earnings report.In the revamp, Amazon has transitioned to a regional model from a national one, setting up eight U.S. regions meant to operate on a largely self-sufficient basis. In the new model, all regions have commonly purchased items fully stocked, so that Amazon doesn't have to ship an item across the country unless it needs to.Moreover, Amazon has tweaked search results depending on one's location, with in-region items often getting a higher ranking than out-of-region items. This tweak has resulted in 76% of orders being fulfilled within a customer's region, up from 62% a year ago. The combination has led to a 15% decrease in average distance travelled, which lowers costs and shortens delivery times. And since faster delivery tends to lead to more purchases, this is good not only for costs but also revenue.This is already showing up in Amazon's recent results, with e-commerce sales beginning to reaccelerate last quarter relative to last year, and paid units shipped now growing at a faster pace than overall shipping costs for three quarters in a row.Yes, Amazon Web Services' growth has decelerated severely as Amazon helps customers optimize their compute and storage costs in preparation for an economic slowdown. However, I would expect that when this period of optimization is over, growth should reaccelerate.After all, enterprises using artificial intelligence in their operations will need lots of cloud storage and compute capacity. And remember, this time last year, it was the e-commerce segment that was struggling. As management has been able to turn the ship around in e-commerce, so too should it find a way to improve AWS figures going forward.ASML HoldingsThe artificial-intelligence space has gotten a lot of attention in recent months, which should put an onus on leading-edge processors and advanced memory in the years ahead. That should mean lots of growth for semiconductor equipment leader ASML Holdings, because ASML has a monopoly on key extreme ultraviolet lithography (EUV) technology needed to make the most advanced leading-edge chips.Leading-edge processors are needed for AI applications, so the more the industry needs, the better for ASML's equipment sales. In addition, while the memory industry is in a severe recession, causing some of ASML's customers to push out their equipment deliveries, eventually EUV will be needed on the most advanced DRAM nodes as well. AI needs lots of memory and storage, especially advanced ultra-fast DRAM to feed data to the processor.But ASML isn't just seeing strong demand for EUV machines on the leading-edge, it's also seeing high demand for standard deep ultraviolet lithography (DUV) machines that make chips and memory of all nodes and sizes. Here, massive demand is coming from mid and trailing-edge chips that go into growing applications like energy infrastructure and electrified autonomous vehicles. CEO Peter Wennink noted on the recent conference call:I think this is something people underestimate how significant the demand in the mid-critical and the mature semiconductor space is, and it will just grow double-digit whether it's automotive, whether it's the energy transition, whether it's just the entire industrial and products area, whether it's the -- whether those are the sensors that we actually need as an integral component of the AI systems. This is where the mid-critical and the mature semiconductor space is very important and needs to grow.While management noted that some customers, particularly in the memory space, have pushed out orders, the mature node logic customers hungry for ASML's machines have snapped them up.From a big-picture perspective, ASML management notes its backlog was nearly 39 billion euros at the end of last quarter -- nearly double its 2022 revenue, and more than ASML can supply in 2023, even with projected 25% growth.So, ASML's proprietary technology should be able to grow through this chip downturn, with very bright prospects through the rest of the decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954771270,"gmtCreate":1676684843291,"gmtModify":1676684848294,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> This kind of trading&nbsp;volume still can't sky rocket lol can tell their insiders really don't like retail traders","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> This kind of trading&nbsp;volume still can't sky rocket lol can tell their insiders really don't like retail traders","text":"$YZJ Fin Hldg(YF8.SI)$ This kind of trading volume still can't sky rocket lol can tell their insiders really don't like retail traders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954771270","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954715571,"gmtCreate":1676629292194,"gmtModify":1676629295491,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> LPPL stock. Mainly just insiders playing their own game. Hahaha","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> LPPL stock. Mainly just insiders playing their own game. Hahaha","text":"$YZJ Fin Hldg(YF8.SI)$ LPPL stock. Mainly just insiders playing their own game. Hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954715571","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952176454,"gmtCreate":1674571428579,"gmtModify":1676538947099,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Lol NYSE is broken","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Lol NYSE is broken","text":"$Palantir Technologies Inc.(PLTR)$ Lol NYSE is broken","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952176454","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953224522,"gmtCreate":1673272107967,"gmtModify":1676538809169,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> Anybody know when they are announcing Dividends? It's been almost a year still no news&nbsp;yet","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> Anybody know when they are announcing Dividends? It's been almost a year still no news&nbsp;yet","text":"$YZJ Fin Hldg(YF8.SI)$ Anybody know when they are announcing Dividends? It's been almost a year still no news yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9953224522","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573961349884950","authorId":"3573961349884950","name":"Hocklai","avatar":"https://community-static.tradeup.com/news/6a9c943a74744aa11d10e9ccab5dae5f","crmLevel":7,"crmLevelSwitch":0,"idStr":"3573961349884950","authorIdStr":"3573961349884950"},"content":"Around February 15th.","text":"Around February 15th.","html":"Around February 15th."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938452001,"gmtCreate":1662654179403,"gmtModify":1676537111227,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cork man. Good report but drop","listText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cork man. Good report but drop","text":"$Bilibili Inc.(BILI)$Cork man. Good report but drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938452001","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938451530,"gmtCreate":1662653675221,"gmtModify":1676537111155,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cock man, report good still tank lmao","listText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cock man, report good still tank lmao","text":"$Bilibili Inc.(BILI)$Cock man, report good still tank lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938451530","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365576412,"gmtCreate":1614765578536,"gmtModify":1704774926785,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Going to keep this for my kids","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Going to keep this for my kids","text":"$Bionano Genomics(BNGO)$Going to keep this for my kids","images":[{"img":"https://static.tigerbbs.com/608530ff57679a899bb8aefc2545666a","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365576412","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388866278,"gmtCreate":1613048766794,"gmtModify":1704877749899,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Phew phew to the moon","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Phew phew to the moon","text":"$Sundial Growers Inc.(SNDL)$Phew phew to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/388866278","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9953224522,"gmtCreate":1673272107967,"gmtModify":1676538809169,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> Anybody know when they are announcing Dividends? It's been almost a year still no news&nbsp;yet","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> Anybody know when they are announcing Dividends? It's been almost a year still no news&nbsp;yet","text":"$YZJ Fin Hldg(YF8.SI)$ Anybody know when they are announcing Dividends? It's been almost a year still no news yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9953224522","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573961349884950","authorId":"3573961349884950","name":"Hocklai","avatar":"https://community-static.tradeup.com/news/6a9c943a74744aa11d10e9ccab5dae5f","crmLevel":7,"crmLevelSwitch":0,"idStr":"3573961349884950","authorIdStr":"3573961349884950"},"content":"Around February 15th.","text":"Around February 15th.","html":"Around February 15th."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954771270,"gmtCreate":1676684843291,"gmtModify":1676684848294,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> This kind of trading&nbsp;volume still can't sky rocket lol can tell their insiders really don't like retail traders","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> This kind of trading&nbsp;volume still can't sky rocket lol can tell their insiders really don't like retail traders","text":"$YZJ Fin Hldg(YF8.SI)$ This kind of trading volume still can't sky rocket lol can tell their insiders really don't like retail traders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954771270","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365576412,"gmtCreate":1614765578536,"gmtModify":1704774926785,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Going to keep this for my kids","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Going to keep this for my kids","text":"$Bionano Genomics(BNGO)$Going to keep this for my kids","images":[{"img":"https://static.tigerbbs.com/608530ff57679a899bb8aefc2545666a","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365576412","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":212349082001632,"gmtCreate":1692875504038,"gmtModify":1692875806357,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"Final blowjob for the market&nbsp;","listText":"Final blowjob for the market&nbsp;","text":"Final blowjob for the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212349082001632","repostId":"2361962563","repostType":2,"repost":{"id":"2361962563","kind":"highlight","pubTimestamp":1692867933,"share":"https://ttm.financial/m/news/2361962563?lang=&edition=fundamental","pubTime":"2023-08-24 17:05","market":"us","language":"en","title":"Powell's Jackson Hole Speech Could Deliver The Final Blow To The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2361962563","media":"Seeking Alpha","summary":"The tone of the Jackson Hole economic symposium in 2023 will likely focus on how long rates will stay high rather than how far they may rise.The bond market is now pricing in a higher for longer polic","content":"<html><head></head><body><ul><li><p>The tone of the Jackson Hole economic symposium in 2023 will likely focus on how long rates will stay high rather than how far they may rise.</p></li><li><p>The bond market is now pricing in a higher for longer policy path from the Fed.</p></li><li><p>This speech could deliver the final blow to a market that still seems to think a more accommodative Fed is coming.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02de9b0fe029db88c1a804a8a7657d81\" alt=\"Drew Angerer\" title=\"Drew Angerer\" tg-width=\"750\" tg-height=\"500\"/><span>Drew Angerer</span></p><p>If the market is still counting on the easing of monetary policy, this week&#39;s speech from Jay Powell is likely to put that to an end.</p><p>This Friday, the Jackson Hole economic symposium will take on a different tone this year than last. This year&#39;s message is less likely to be about how far rates may have to rise but ultimately how long they will have to stay high. More importantly, Powell may need to point out a potential structural shift in the global economy, which means higher rates aren&#39;t going away, and that rate cuts aren&#39;t the same as loosening policy.</p><h2 id=\"id_1921214064\">Rate Cuts Aren&#39;t The Same As Policy Easing</h2><p>At least as of the June FOMC meeting, expectations were that the Fed would be reducing the nominal Fed Funds rates in 2023 to 4.6%, which was higher than expectations in March when they stood at 4.3%. Where the Fed will be cutting rates back to in 2024 will be based on the path of inflation and where the Fed feels it will need the real rate to be to keep the monetary policy and financial conditions restrictive enough for inflation not to bubble back.</p><p>That means focusing less on the nominal Fed Funds rate but instead focusing on the difference between the Fed Funds rate less the PCE inflation or the real rate. For example, a 5.6% Fed Funds rate with a 3.6% PCE inflation rate means a real rate of 2%. Meanwhile, a Fed Funds rate of 4.6%, with a PCE rate of 2.6%, still is a real rate of 2%. So despite the nominal rate falling, there was no change in the real rate.</p><h2 id=\"id_2146045193\">Bonds See Higher Real Yields</h2><p>The bond market appears to be already thinking about and pricing in a more restrictive monetary policy path. It seems to point to a policy rate that may require rates to stay restrictive for many years. This seems especially true, given how resilient the economy, inflation, and the job market have been given the roughly 550 bps of rate hikes the Fed has implemented over the past 18 months.</p><p>As of August 21, the entire TIPS curve was trading over 2%, and that says a lot about the path of monetary policy over the long term and where nominal rates will have to stay to keep inflation from moving higher. It also seems to potentially be an acknowledgment that the economy is functioning at a higher natural rate of interest than it did before the pandemic began. The problem is figuring out where those rates need to settle ultimately.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c6e22865d73fb8cc8e34635eb9784a3\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"272\"/><span>Bloomberg</span></p><p>What is more impressive about the move higher in real yields is that breakeven inflation expectations have hardly changed during this rise in real rates. Over the last month, nominal and real rates have increased sharply, yet the 10-yr breakeven rate has only changed hardly changed and remains around 2.35%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07fca2ac72b781c71312e80b3930d4d4\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"326\"/><span>Bloomberg</span></p><p>This may suggest that rates may need to go even higher from here, but not at the front of the curve but at the back of the curve because if rates on the long-end were too high, we would see those inflation expectations falling. But instead, they aren&#39;t falling; they are flat, which suggests that the market is trying to find a point where the balances in the long-term rates start to exert downward pressure on inflation expectations. That just hasn&#39;t happened.</p><p>One of the reasons why breakeven inflation expectations haven&#39;t changed despite nominal rates climbing is because CPI inflation swaps keep telling us that inflation will take longer to reach the Fed&#39;s target of 2%. Inflation swaps for the next few months are rising and suggesting that CPI getting below 3% in 2023 may not be easy. October and November are expected to see the lowest inflation rates for the year, around 2.9%, but even those months have seen CPI expectations rise over the past few weeks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71df7e99484c67ee74baef39803b08bb\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"320\"/><span>Bloomberg</span></p><h2 id=\"id_729853005\">Data Suggests Higher For Longer</h2><p>It is clear that the bond market, which at one point thought the Fed would cut rates in 2024 aggressively, is now repricing to higher yields based on the economic data that continually is reported. This appears to agree with what Powell has consistently returned to, a data-dependent approach to monetary policy he has been preaching since the May rate hike. Based on the data and the bond market&#39;s reaction, it seems unlikely that, at this point, he is likely to veer from that stance. However, one new wrinkle he could work into the conversation, at least based on what the bond market seems to be saying, is that the natural rate of interest, or the neutral rate, could be higher than previously thought.</p><h2 id=\"id_2983433674\">Easing Financial Conditions</h2><p>If Powell suggests that the neutral rate may be higher than previously thought, it would agree with the bond market&#39;s current move higher in interest rates. But more importantly, is it entirely possible that the neutral rate is higher than previously thought and that monetary policy doesn&#39;t work with the same lags as it may have. Powell has repeatedly said that financial conditions began to tighten before the first rate hike in 2022. So if financial conditions can tighten before the actual shift in monetary policy, it seems silly not to think that financial conditions can&#39;t loosen in anticipation of policy easing. That would suggest that perhaps lags in monetary policy do not persist today as they used to.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11eac97d8dcdc7d3c9cece52524b7d1e\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"248\"/><span>Bloomberg</span></p><p>Following SVB, by any number of measures, financial conditions eased and eased considerably. That easing of financial conditions was clearly because the market thought that rate cuts were coming, creating a more accommodative monetary policy. This easing of financial conditions has led to what appears to be a reacceleration in the economy and higher inflation pricing in the swaps market.</p><p>If it is the case that easing of financial conditions has been primarily responsible for the recent resurgence in GDP growth and a higher inflation rate, it would be wise for Powell to support the recent rise in rates and further encourage financial conditions to tighten further, by acknowledging that the rates may still need to go somewhat higher and that the economy may have structurally shift to a higher neutral rate from pre-pandemic levels.</p><p>If Powell&#39;s 2022 speech was about rising rates and the sacrifices needed to restore price stability, Powell&#39;s 2023 speech needs to lay the framework of a higher for longer monetary policy, and probably even higher and longer than previously thought.</p><p>Editor&#39;s Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.</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>Powell's Jackson Hole Speech Could Deliver The Final Blow To The Market</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\">\nPowell's Jackson Hole Speech Could Deliver The Final Blow To The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-24 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4630464-powell-jackson-hole-speech-final-blow-to-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tone of the Jackson Hole economic symposium in 2023 will likely focus on how long rates will stay high rather than how far they may rise.The bond market is now pricing in a higher for longer ...</p>\n\n<a href=\"https://seekingalpha.com/article/4630464-powell-jackson-hole-speech-final-blow-to-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4096":"电气部件与设备",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4630464-powell-jackson-hole-speech-final-blow-to-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2361962563","content_text":"The tone of the Jackson Hole economic symposium in 2023 will likely focus on how long rates will stay high rather than how far they may rise.The bond market is now pricing in a higher for longer policy path from the Fed.This speech could deliver the final blow to a market that still seems to think a more accommodative Fed is coming.Drew AngererIf the market is still counting on the easing of monetary policy, this week's speech from Jay Powell is likely to put that to an end.This Friday, the Jackson Hole economic symposium will take on a different tone this year than last. This year's message is less likely to be about how far rates may have to rise but ultimately how long they will have to stay high. More importantly, Powell may need to point out a potential structural shift in the global economy, which means higher rates aren't going away, and that rate cuts aren't the same as loosening policy.Rate Cuts Aren't The Same As Policy EasingAt least as of the June FOMC meeting, expectations were that the Fed would be reducing the nominal Fed Funds rates in 2023 to 4.6%, which was higher than expectations in March when they stood at 4.3%. Where the Fed will be cutting rates back to in 2024 will be based on the path of inflation and where the Fed feels it will need the real rate to be to keep the monetary policy and financial conditions restrictive enough for inflation not to bubble back.That means focusing less on the nominal Fed Funds rate but instead focusing on the difference between the Fed Funds rate less the PCE inflation or the real rate. For example, a 5.6% Fed Funds rate with a 3.6% PCE inflation rate means a real rate of 2%. Meanwhile, a Fed Funds rate of 4.6%, with a PCE rate of 2.6%, still is a real rate of 2%. So despite the nominal rate falling, there was no change in the real rate.Bonds See Higher Real YieldsThe bond market appears to be already thinking about and pricing in a more restrictive monetary policy path. It seems to point to a policy rate that may require rates to stay restrictive for many years. This seems especially true, given how resilient the economy, inflation, and the job market have been given the roughly 550 bps of rate hikes the Fed has implemented over the past 18 months.As of August 21, the entire TIPS curve was trading over 2%, and that says a lot about the path of monetary policy over the long term and where nominal rates will have to stay to keep inflation from moving higher. It also seems to potentially be an acknowledgment that the economy is functioning at a higher natural rate of interest than it did before the pandemic began. The problem is figuring out where those rates need to settle ultimately.BloombergWhat is more impressive about the move higher in real yields is that breakeven inflation expectations have hardly changed during this rise in real rates. Over the last month, nominal and real rates have increased sharply, yet the 10-yr breakeven rate has only changed hardly changed and remains around 2.35%.BloombergThis may suggest that rates may need to go even higher from here, but not at the front of the curve but at the back of the curve because if rates on the long-end were too high, we would see those inflation expectations falling. But instead, they aren't falling; they are flat, which suggests that the market is trying to find a point where the balances in the long-term rates start to exert downward pressure on inflation expectations. That just hasn't happened.One of the reasons why breakeven inflation expectations haven't changed despite nominal rates climbing is because CPI inflation swaps keep telling us that inflation will take longer to reach the Fed's target of 2%. Inflation swaps for the next few months are rising and suggesting that CPI getting below 3% in 2023 may not be easy. October and November are expected to see the lowest inflation rates for the year, around 2.9%, but even those months have seen CPI expectations rise over the past few weeks.BloombergData Suggests Higher For LongerIt is clear that the bond market, which at one point thought the Fed would cut rates in 2024 aggressively, is now repricing to higher yields based on the economic data that continually is reported. This appears to agree with what Powell has consistently returned to, a data-dependent approach to monetary policy he has been preaching since the May rate hike. Based on the data and the bond market's reaction, it seems unlikely that, at this point, he is likely to veer from that stance. However, one new wrinkle he could work into the conversation, at least based on what the bond market seems to be saying, is that the natural rate of interest, or the neutral rate, could be higher than previously thought.Easing Financial ConditionsIf Powell suggests that the neutral rate may be higher than previously thought, it would agree with the bond market's current move higher in interest rates. But more importantly, is it entirely possible that the neutral rate is higher than previously thought and that monetary policy doesn't work with the same lags as it may have. Powell has repeatedly said that financial conditions began to tighten before the first rate hike in 2022. So if financial conditions can tighten before the actual shift in monetary policy, it seems silly not to think that financial conditions can't loosen in anticipation of policy easing. That would suggest that perhaps lags in monetary policy do not persist today as they used to.BloombergFollowing SVB, by any number of measures, financial conditions eased and eased considerably. That easing of financial conditions was clearly because the market thought that rate cuts were coming, creating a more accommodative monetary policy. This easing of financial conditions has led to what appears to be a reacceleration in the economy and higher inflation pricing in the swaps market.If it is the case that easing of financial conditions has been primarily responsible for the recent resurgence in GDP growth and a higher inflation rate, it would be wise for Powell to support the recent rise in rates and further encourage financial conditions to tighten further, by acknowledging that the rates may still need to go somewhat higher and that the economy may have structurally shift to a higher neutral rate from pre-pandemic levels.If Powell's 2022 speech was about rising rates and the sacrifices needed to restore price stability, Powell's 2023 speech needs to lay the framework of a higher for longer monetary policy, and probably even higher and longer than previously thought.Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388866278,"gmtCreate":1613048766794,"gmtModify":1704877749899,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Phew phew to the moon","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Phew phew to the moon","text":"$Sundial Growers Inc.(SNDL)$Phew phew to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/388866278","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970493588,"gmtCreate":1684781404245,"gmtModify":1684781409077,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"Can tiger actually come up with some creative post rather that all these you have $5,000 blablaba... put some effort on your content &nbsp;la if you want ppl to believe you&nbsp;","listText":"Can tiger actually come up with some creative post rather that all these you have $5,000 blablaba... put some effort on your content &nbsp;la if you want ppl to believe you&nbsp;","text":"Can tiger actually come up with some creative post rather that all these you have $5,000 blablaba... put some effort on your content la if you want ppl to believe you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970493588","repostId":"2337427056","repostType":2,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954715571,"gmtCreate":1676629292194,"gmtModify":1676629295491,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> LPPL stock. Mainly just insiders playing their own game. Hahaha","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$&nbsp;</a> LPPL stock. Mainly just insiders playing their own game. Hahaha","text":"$YZJ Fin Hldg(YF8.SI)$ LPPL stock. Mainly just insiders playing their own game. Hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954715571","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952176454,"gmtCreate":1674571428579,"gmtModify":1676538947099,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Lol NYSE is broken","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> Lol NYSE is broken","text":"$Palantir Technologies Inc.(PLTR)$ Lol NYSE is broken","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952176454","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186901291389032,"gmtCreate":1686669477899,"gmtModify":1686673058485,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"Stay foolish&nbsp;","listText":"Stay foolish&nbsp;","text":"Stay foolish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186901291389032","repostId":"2343540650","repostType":2,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938452001,"gmtCreate":1662654179403,"gmtModify":1676537111227,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cork man. Good report but drop","listText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cork man. Good report but drop","text":"$Bilibili Inc.(BILI)$Cork man. Good report but drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938452001","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938451530,"gmtCreate":1662653675221,"gmtModify":1676537111155,"author":{"id":"3572262229857694","authorId":"3572262229857694","name":"Tyrchrf","avatar":"https://static.tigerbbs.com/c739aca5e8da30bb54bffbb04e95f587","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572262229857694","authorIdStr":"3572262229857694"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cock man, report good still tank lmao","listText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a>Cock man, report good still tank lmao","text":"$Bilibili Inc.(BILI)$Cock man, report good still tank lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938451530","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}