EthanOng personal page - To The Moon

EthanOng

EthanOng

No personal profile

30Follow

5Followers

0Topic

0Badge

2022-04-12

BRK kinda goes without saying. 😂

Sorry, the original content has been removed

2022-04-09

Holding long long term for PLTR

Sorry, the original content has been removed

2022-04-07

One step forward two steps back... 🤪

Sorry, the original content has been removed

2022-04-06

Tesla brings other EV stocks along... 😂

Tesla: After A ~60% Rally, There's More In Store

2022-04-04

nothing really interesting

Sorry, the original content has been removed

2022-03-31

There's no real fear. Just keep buying. 😬

Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears

2022-03-30

Been painful to watch EV stocks

Sorry, the original content has been removed

2022-03-29

Hello INTEL!

U.S. Senate Approves $52 Bln Chips Bill in Bid to Reach Compromise

2022-03-29

Time to soar

Sorry, the original content has been removed

2022-03-25

INTC for the win!

Chip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?

2021-04-14

PLTR ALL THE WAY!

Sorry, the original content has been removed

2021-04-14

BTWN for the win!

Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3573003064152790","uuid":"3573003064152790","gmtCreate":1609920274563,"gmtModify":1618413916442,"name":"EthanOng","pinyin":"ethanong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":30,"tweetSize":24,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"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":"2023.10.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.73%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2021.12.28","exceedPercentage":"80.31%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"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":9014450119,"gmtCreate":1649714147911,"gmtModify":1676534553485,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"BRK kinda goes without saying. 😂&nbsp;","listText":"BRK kinda goes without saying. 😂&nbsp;","text":"BRK kinda goes without saying. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014450119","repostId":"2226683093","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015250590,"gmtCreate":1649493034425,"gmtModify":1676534521395,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Holding long long term for PLTR","listText":"Holding long long term for PLTR","text":"Holding long long term for PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015250590","repostId":"1179777825","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012950346,"gmtCreate":1649283030541,"gmtModify":1676534481723,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"One step forward two steps back... 🤪","listText":"One step forward two steps back... 🤪","text":"One step forward two steps back... 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012950346","repostId":"1195772535","repostType":4,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016652297,"gmtCreate":1649197149020,"gmtModify":1676534465565,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Tesla brings other EV stocks along... 😂","listText":"Tesla brings other EV stocks along... 😂","text":"Tesla brings other EV stocks along... 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016652297","repostId":"2225304673","repostType":4,"repost":{"id":"2225304673","pubTimestamp":1649171373,"share":"https://ttm.financial/m/news/2225304673?lang=&edition=fundamental","pubTime":"2022-04-05 23:09","market":"us","language":"en","title":"Tesla: After A ~60% Rally, There's More In Store","url":"https://stock-news.laohu8.com/highlight/detail?id=2225304673","media":"seekingalpha","summary":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least","content":"<html><head></head><body><p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.</p><p>One such growth leader is <b>Tesla</b> (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.</p><p><img src=\"https://static.tigerbbs.com/216590ddcd33c72a94dc961eb2b82eb9\" tg-width=\"640\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.</p><p>The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.</p><p>The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.</p><p>The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.</p><p>Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/4/5847171-16490695942655022.png\" tg-width=\"640\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.</p><p>Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it&#39;s not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.</p><p>In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.</p><p>To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.</p><h2>Tesla keeps delivering</h2><p>The reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.</p><p><img src=\"https://static.tigerbbs.com/0b9f94b2a445ebec61e56ba6428aa207\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Revenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.</p><p>Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.</p><p><img src=\"https://static.tigerbbs.com/e31aebbc3b67f7c0fb3b361dca6dc3e6\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>If anyone needs a reason why Tesla is valued so highly against other automakers, I believe this <a href=\"https://laohu8.com/S/AONE.U\">one</a> chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.</p><p>Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.<img src=\"https://static.tigerbbs.com/91743b7e140a79259184dbc124d2d471\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>We know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.</p><p>These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.</p><p>Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&amp;A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.</p><p>Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/2880b04e5cacd1d6f033f9fd41d8bd41\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>The growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.</p><p>Below we have the share count and the YoY change for the past several years to see what I’m on about.</p><p><img src=\"https://static.tigerbbs.com/6f2c53ea6f3ab1fdee88f1fa6e24c0fe\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>You can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business <i>and</i> run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.</p><p>Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/5337b199bd17e0714458a637de7193d4\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>Net debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.</p><h2>Squint to see the value</h2><p>Of course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.</p><p><img src=\"https://static.tigerbbs.com/4921a31b085b778a7a18c4c4d5da0ff3\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>Seeking Alpha</p><p>EPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.</p><p>Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.</p><p><img src=\"https://static.tigerbbs.com/1a629edeeaa941e86715f05b601ba5f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>This stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.</p><p>One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.</p><h2>Risks and final thoughts</h2><p>The valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.</p><p>In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.</p><p>While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.</p><p>Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.</p><p>Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.</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: After A ~60% Rally, There's More In Store</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: After A ~60% Rally, There's More In Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least...</p>\n\n<a href=\"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225304673","content_text":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.One such growth leader is Tesla (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.StockChartsThe daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.StockChartsThe weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it's not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.Tesla keeps deliveringThe reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.Seeking AlphaRevenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.Investor presentationIf anyone needs a reason why Tesla is valued so highly against other automakers, I believe this one chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.TIKRWe know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.TIKRThe growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.Below we have the share count and the YoY change for the past several years to see what I’m on about.TIKRYou can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business and run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.TIKRNet debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.Squint to see the valueOf course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.Seeking AlphaEPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.TIKRThis stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.Risks and final thoughtsThe valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018247623,"gmtCreate":1649049572114,"gmtModify":1676534442188,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"nothing really interesting&nbsp;","listText":"nothing really interesting&nbsp;","text":"nothing really interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018247623","repostId":"2224373536","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013150563,"gmtCreate":1648692881989,"gmtModify":1676534381082,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"There's no real fear. Just keep buying. 😬","listText":"There's no real fear. Just keep buying. 😬","text":"There's no real fear. Just keep buying. 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013150563","repostId":"2223836313","repostType":2,"repost":{"id":"2223836313","pubTimestamp":1648692768,"share":"https://ttm.financial/m/news/2223836313?lang=&edition=fundamental","pubTime":"2022-03-31 10:12","market":"us","language":"en","title":"Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears","url":"https://stock-news.laohu8.com/highlight/detail?id=2223836313","media":"seekingalpha","summary":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below","content":"<html><head></head><body><h2>Investment Thesis</h2><p>NIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn&#39;t lead to a downward spiral as dip buyers absorbed the impact.</p><p>Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock&#39;s growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it&#39;s expected to achieve breakeven by Q4&#39;23.</p><p>Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It&#39;s time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.</p><h2>What To Expect After Earnings?</h2><p><img src=\"https://static.tigerbbs.com/dabac7c361ef3f291a416635c333acf8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO deliveries by month (Company filings)</p><p>NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3&#39;s 18% and last year&#39;s 17.2%. Notably, NIO&#39;s robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): &#34;Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.&#34;</p><p>As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1&#39;22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March&#39;s deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.</p><h2>NIO Stock Key Metrics</h2><p><img src=\"https://static.tigerbbs.com/1dc2e02ca077e5e6efbf0b63ac13ada4\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO stock EV/NTM Revenue (TIKR)</p><p>Nevertheless, we believe that NIO&#39;s growth premium has been digested over the past year. It&#39;s trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China&#39;s leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.</p><h2>What is NIO&#39;s Long-Term Outlook?</h2><p><img src=\"https://static.tigerbbs.com/60f5653ee47bc8aee25b1bdf60ef4fec\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO revenue YoY change % &amp; GAAP operating margins % (S&amp;P Capital IQ)</p><p>NIO&#39;s 49.1% revenue growth represented a marked deceleration against last year&#39;s phenomenal metrics. Furthermore, its aggressive investments in SG&amp;A and R&amp;D spending have also overshadowed its gains in revenue. NIO highlighted that R&amp;D grew 120.5% YoY, and SG&amp;A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&amp;D capability and footprint. Notably, the company&#39;s European experiment has proven to be highly successful. Li articulated (edited):</p><blockquote>In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO&#39;s FQ4&#39;21 earnings call)</blockquote><p><img src=\"https://static.tigerbbs.com/675d2e8edc015af42d8cd886c5cf372a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO consensus estimates (S&amp;P Capital IQ)</p><p>Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would &#34;step up&#34; its R&amp;D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4&#39;23 for breakeven and reaching profitability in FY24.</p><p>Consensus estimates also concur with NIO&#39;s guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company&#39;s guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company&#39;s ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.</p><h2>Is NIO Stock A Buy, Sell, Or Hold?</h2><p>We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2&#39;22 and into FY23.</p><p>Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.</p><p>Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it&#39;s time for the bears to get out of NIO or risk getting marauded subsequently.</p><p>Consequently, <i>we reiterate our Buy rating on NIO stock</i>.</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>Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears</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\">\nIs NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2223836313","content_text":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn't lead to a downward spiral as dip buyers absorbed the impact.Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock's growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it's expected to achieve breakeven by Q4'23.Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It's time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.What To Expect After Earnings?NIO deliveries by month (Company filings)NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3's 18% and last year's 17.2%. Notably, NIO's robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): \"Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.\"As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1'22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March's deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.NIO Stock Key MetricsNIO stock EV/NTM Revenue (TIKR)Nevertheless, we believe that NIO's growth premium has been digested over the past year. It's trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China's leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.What is NIO's Long-Term Outlook?NIO revenue YoY change % & GAAP operating margins % (S&P Capital IQ)NIO's 49.1% revenue growth represented a marked deceleration against last year's phenomenal metrics. Furthermore, its aggressive investments in SG&A and R&D spending have also overshadowed its gains in revenue. NIO highlighted that R&D grew 120.5% YoY, and SG&A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&D capability and footprint. Notably, the company's European experiment has proven to be highly successful. Li articulated (edited):In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO's FQ4'21 earnings call)NIO consensus estimates (S&P Capital IQ)Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would \"step up\" its R&D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4'23 for breakeven and reaching profitability in FY24.Consensus estimates also concur with NIO's guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company's guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company's ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.Is NIO Stock A Buy, Sell, Or Hold?We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2'22 and into FY23.Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it's time for the bears to get out of NIO or risk getting marauded subsequently.Consequently, we reiterate our Buy rating on NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019840334,"gmtCreate":1648592457758,"gmtModify":1676534357272,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Been painful to watch EV stocks","listText":"Been painful to watch EV stocks","text":"Been painful to watch EV stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019840334","repostId":"1118582920","repostType":4,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019390020,"gmtCreate":1648522685492,"gmtModify":1676534349843,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Hello INTEL!","listText":"Hello INTEL!","text":"Hello INTEL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019390020","repostId":"2223819434","repostType":4,"repost":{"id":"2223819434","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648522355,"share":"https://ttm.financial/m/news/2223819434?lang=&edition=fundamental","pubTime":"2022-03-29 10:52","market":"us","language":"en","title":"U.S. Senate Approves $52 Bln Chips Bill in Bid to Reach Compromise","url":"https://stock-news.laohu8.com/highlight/detail?id=2223819434","media":"Reuters","summary":"(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies","content":"<html><head></head><body><p>(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies for semiconductor chips manufacturing in a bid to reach a compromise after months of discussions.</p><p>The 68-28 procedural vote sends the legislation back to the House of Representatives in a cumbersome process to ultimately launch a formal process known as a &#34;conference&#34; where lawmakers from both chambers will seek agreement on a compromise version.</p><p>A persistent industry-wide shortage of chips has disrupted production in the automotive and electronics industries, forcing some firms to scale back production, and there have been growing calls to decrease reliance on other countries for semiconductors.</p><p>The Senate first passed chips legislation in June that also authorized $190 billion to strengthen U.S. technology, while the House passed its version in early February.</p><p>Senate Commerce Committee chair Maria Cantwell said the vote was crucial to &#34;get us to real negotiations&#34;</p><p>White House spokeswoman Jen Psaki said the Senate vote was another step &#34;to strengthen our supply chains, make more in America. We look forward to the House of Representatives moving quickly to start the formal conference process as well.&#34;</p><p>A senior House Democratic aide said the chamber is set to take up the measure and send it back to the Senate as soon as later this week. The Senate will need to vote again to launch the conference. A final agreement might not be reached until summer.</p><p>Independent Senator Bernie Sanders criticized the $52 billion in subsidies, calling it &#34;corporate greed&#34; and said taxpayers should get warrants or equity from profitable chips firms in exchange for subsidies.</p><p>&#34;The financial gains made by these companies must be shared with the American people, not just wealthy shareholders,&#34; Sanders said.</p><p>U.S. Commerce Secretary Gina Raimondo noted that two decades ago, the United States produced nearly 40% of all chips while today it accounts for only 12% of global production. The Senate vote moved the United States &#34;one step closer toward revitalizing American semiconductor manufacturing, securing our critical supply chains and bringing home good-quality manufacturing jobs.&#34;</p><p>On Friday, General Motors said it would halt production at a pickup truck plant in Indiana for two weeks in April because of the chips shortage.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Senate Approves $52 Bln Chips Bill in Bid to Reach Compromise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Senate Approves $52 Bln Chips Bill in Bid to Reach Compromise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-29 10:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies for semiconductor chips manufacturing in a bid to reach a compromise after months of discussions.</p><p>The 68-28 procedural vote sends the legislation back to the House of Representatives in a cumbersome process to ultimately launch a formal process known as a &#34;conference&#34; where lawmakers from both chambers will seek agreement on a compromise version.</p><p>A persistent industry-wide shortage of chips has disrupted production in the automotive and electronics industries, forcing some firms to scale back production, and there have been growing calls to decrease reliance on other countries for semiconductors.</p><p>The Senate first passed chips legislation in June that also authorized $190 billion to strengthen U.S. technology, while the House passed its version in early February.</p><p>Senate Commerce Committee chair Maria Cantwell said the vote was crucial to &#34;get us to real negotiations&#34;</p><p>White House spokeswoman Jen Psaki said the Senate vote was another step &#34;to strengthen our supply chains, make more in America. We look forward to the House of Representatives moving quickly to start the formal conference process as well.&#34;</p><p>A senior House Democratic aide said the chamber is set to take up the measure and send it back to the Senate as soon as later this week. The Senate will need to vote again to launch the conference. A final agreement might not be reached until summer.</p><p>Independent Senator Bernie Sanders criticized the $52 billion in subsidies, calling it &#34;corporate greed&#34; and said taxpayers should get warrants or equity from profitable chips firms in exchange for subsidies.</p><p>&#34;The financial gains made by these companies must be shared with the American people, not just wealthy shareholders,&#34; Sanders said.</p><p>U.S. Commerce Secretary Gina Raimondo noted that two decades ago, the United States produced nearly 40% of all chips while today it accounts for only 12% of global production. The Senate vote moved the United States &#34;one step closer toward revitalizing American semiconductor manufacturing, securing our critical supply chains and bringing home good-quality manufacturing jobs.&#34;</p><p>On Friday, General Motors said it would halt production at a pickup truck plant in Indiana for two weeks in April because of the chips shortage.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","BK4566":"资本集团","BK4575":"芯片概念","BK4149":"建筑机械与重型卡车","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4551":"寇图资本持仓","AMD":"美国超微公司","BK4581":"高盛持仓","BK4512":"苹果概念","NVDA":"英伟达","PCAR":"帕卡","LRCX":"拉姆研究","MU":"美光科技","BK4529":"IDC概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223819434","content_text":"(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies for semiconductor chips manufacturing in a bid to reach a compromise after months of discussions.The 68-28 procedural vote sends the legislation back to the House of Representatives in a cumbersome process to ultimately launch a formal process known as a \"conference\" where lawmakers from both chambers will seek agreement on a compromise version.A persistent industry-wide shortage of chips has disrupted production in the automotive and electronics industries, forcing some firms to scale back production, and there have been growing calls to decrease reliance on other countries for semiconductors.The Senate first passed chips legislation in June that also authorized $190 billion to strengthen U.S. technology, while the House passed its version in early February.Senate Commerce Committee chair Maria Cantwell said the vote was crucial to \"get us to real negotiations\"White House spokeswoman Jen Psaki said the Senate vote was another step \"to strengthen our supply chains, make more in America. We look forward to the House of Representatives moving quickly to start the formal conference process as well.\"A senior House Democratic aide said the chamber is set to take up the measure and send it back to the Senate as soon as later this week. The Senate will need to vote again to launch the conference. A final agreement might not be reached until summer.Independent Senator Bernie Sanders criticized the $52 billion in subsidies, calling it \"corporate greed\" and said taxpayers should get warrants or equity from profitable chips firms in exchange for subsidies.\"The financial gains made by these companies must be shared with the American people, not just wealthy shareholders,\" Sanders said.U.S. Commerce Secretary Gina Raimondo noted that two decades ago, the United States produced nearly 40% of all chips while today it accounts for only 12% of global production. The Senate vote moved the United States \"one step closer toward revitalizing American semiconductor manufacturing, securing our critical supply chains and bringing home good-quality manufacturing jobs.\"On Friday, General Motors said it would halt production at a pickup truck plant in Indiana for two weeks in April because of the chips shortage.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019307849,"gmtCreate":1648522635093,"gmtModify":1676534349844,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Time to soar","listText":"Time to soar","text":"Time to soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019307849","repostId":"2222889107","repostType":4,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037759333,"gmtCreate":1648187769620,"gmtModify":1676534315047,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"INTC for the win!","listText":"INTC for the win!","text":"INTC for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037759333","repostId":"1185091893","repostType":4,"repost":{"id":"1185091893","pubTimestamp":1648173991,"share":"https://ttm.financial/m/news/1185091893?lang=&edition=fundamental","pubTime":"2022-03-25 10:06","market":"us","language":"en","title":"Chip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185091893","media":"InvestorPlace","summary":"Here's why investors in chip stocks are doubling down today","content":"<html><head></head><body><p>Big news from <b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) today has other chip stocks absolutely taking off. From <b>Advanced Micro Devices</b> (NASDAQ:<b><u>AMD</u></b>) to <b>Intel</b> (NASDAQ:<b><u>INTC</u></b>), <b>Micron</b> (NASDAQ:<b><u>MU</u></b>) and <b>GlobalFoundries</b> (NASDAQ:<b><u>GFS</u></b>), we are seeing some big moves within semiconductor companies.</p><p><img src=\"https://static.tigerbbs.com/7b2c024da5e3797b1d573a3eeeb2780a\" tg-width=\"421\" tg-height=\"714\" width=\"100%\" height=\"auto\"/></p><p>Such a correlated move suggests sentiment is shifting in this sector. Indeed, concerns around valuations and other macroeconomic issues had led to a selloff earlier this year. However, revitalized interest in chip makers has investors sharpening their pencils.</p><p>Today, the continued rally in equity markets has benefited these growth stocks in a big way. Let’s dive into where this rally comes from and what news Nvidia shared.</p><p><b>Chip Stocks Soar on Potential Collaboration Deals</b></p><p>Yesterday, news arose that Nvidia and Intel were exploring a chip manufacturing deal. On a call with reporters, Nvidia CEO Jensen Huang noted the company was interested in potentially using Intel’s foundries. Such a move would strategically make sense, as it would shift at least a portion of Nvidia’s production stateside. Given the geopolitical risk right now, these talks are perhaps less surprising than they would have been a few months ago.</p><p>Now, it’s worth noting that Intel’s foundries are still under construction in the United States and Europe. Accordingly, any potential collaboration would likely actually unfold years down the road. Additionally, Nvidia did stipulate that in order for such a deal to work, Intel would need to achieve the same caliber of <b>Taiwan Semiconductor</b> (NYSE:<b><u>TSM</u></b>). That’s a rather high bar to hit.</p><p>That said, this potential collaboration is being viewed as a positive for the industry. As investors look to this sector for growth, how these companies choose to position themselves matters. Right now, investors appear to like what they see coming from chipmakers.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?</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\">\nChip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big news from Nvidia (NASDAQ:NVDA) today has other chip stocks absolutely taking off. From Advanced Micro Devices (NASDAQ:AMD) to Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and GlobalFoundries (NASDAQ:...</p>\n\n<a href=\"https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","NVDA":"英伟达","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","INTC":"英特尔"},"source_url":"https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185091893","content_text":"Big news from Nvidia (NASDAQ:NVDA) today has other chip stocks absolutely taking off. From Advanced Micro Devices (NASDAQ:AMD) to Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and GlobalFoundries (NASDAQ:GFS), we are seeing some big moves within semiconductor companies.Such a correlated move suggests sentiment is shifting in this sector. Indeed, concerns around valuations and other macroeconomic issues had led to a selloff earlier this year. However, revitalized interest in chip makers has investors sharpening their pencils.Today, the continued rally in equity markets has benefited these growth stocks in a big way. Let’s dive into where this rally comes from and what news Nvidia shared.Chip Stocks Soar on Potential Collaboration DealsYesterday, news arose that Nvidia and Intel were exploring a chip manufacturing deal. On a call with reporters, Nvidia CEO Jensen Huang noted the company was interested in potentially using Intel’s foundries. Such a move would strategically make sense, as it would shift at least a portion of Nvidia’s production stateside. Given the geopolitical risk right now, these talks are perhaps less surprising than they would have been a few months ago.Now, it’s worth noting that Intel’s foundries are still under construction in the United States and Europe. Accordingly, any potential collaboration would likely actually unfold years down the road. Additionally, Nvidia did stipulate that in order for such a deal to work, Intel would need to achieve the same caliber of Taiwan Semiconductor (NYSE:TSM). That’s a rather high bar to hit.That said, this potential collaboration is being viewed as a positive for the industry. As investors look to this sector for growth, how these companies choose to position themselves matters. Right now, investors appear to like what they see coming from chipmakers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344225693,"gmtCreate":1618411319812,"gmtModify":1704710471724,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"PLTR ALL THE WAY!","listText":"PLTR ALL THE WAY!","text":"PLTR ALL THE WAY!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344225693","repostId":"1193747033","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344228861,"gmtCreate":1618411197453,"gmtModify":1704710467800,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"BTWN for the win!","listText":"BTWN for the win!","text":"BTWN for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/344228861","repostId":"1106153811","repostType":4,"repost":{"id":"1106153811","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618409078,"share":"https://ttm.financial/m/news/1106153811?lang=&edition=fundamental","pubTime":"2021-04-14 22:04","market":"us","language":"en","title":"Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood","url":"https://stock-news.laohu8.com/highlight/detail?id=1106153811","media":"Benzinga","summary":"An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team w","content":"<p>An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.</p>\n<p><b>Caution On SPACs:</b>Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"</p>\n<p>Wood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.</p>\n<p>The large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.</p>\n<p>“We think there will be some accidents in the SPAC market,\" she said.</p>\n<p>Wood said&nbsp;some of the companies going public via SPAC could fail outright.</p>\n<p><b>Research Is Paramount:</b>Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.</p>\n<p>“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.</p>\n<p>“Research is paramount,\" she said.</p>\n<p>Ark Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company are<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.17%,<b>One</b>AONE 0.09%,<b>Desktop Metal Inc</b>DM 1.16%,<b>Reinvent Technology Partners</b>RTP 0.3%,<b>Experience Investment Corp</b>EXPC 0.07%and<b>Atlas Crest Investment Corp</b>ACIC 0.07%.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood</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\">\nSome SPACs Could Fail Outright, Research Is Paramount: Cathie Wood\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-14 22:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.</p>\n<p><b>Caution On SPACs:</b>Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"</p>\n<p>Wood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.</p>\n<p>The large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.</p>\n<p>“We think there will be some accidents in the SPAC market,\" she said.</p>\n<p>Wood said&nbsp;some of the companies going public via SPAC could fail outright.</p>\n<p><b>Research Is Paramount:</b>Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.</p>\n<p>“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.</p>\n<p>“Research is paramount,\" she said.</p>\n<p>Ark Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company are<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.17%,<b>One</b>AONE 0.09%,<b>Desktop Metal Inc</b>DM 1.16%,<b>Reinvent Technology Partners</b>RTP 0.3%,<b>Experience Investment Corp</b>EXPC 0.07%and<b>Atlas Crest Investment Corp</b>ACIC 0.07%.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106153811","content_text":"An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.\nCaution On SPACs:Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"\nWood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.\nThe large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.\n“We think there will be some accidents in the SPAC market,\" she said.\nWood said some of the companies going public via SPAC could fail outright.\nResearch Is Paramount:Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.\n“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.\n“Research is paramount,\" she said.\nArk Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company areJaws Spitfire Acquisition CorpSPFR 0.17%,OneAONE 0.09%,Desktop Metal IncDM 1.16%,Reinvent Technology PartnersRTP 0.3%,Experience Investment CorpEXPC 0.07%andAtlas Crest Investment CorpACIC 0.07%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9016652297,"gmtCreate":1649197149020,"gmtModify":1676534465565,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Tesla brings other EV stocks along... 😂","listText":"Tesla brings other EV stocks along... 😂","text":"Tesla brings other EV stocks along... 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016652297","repostId":"2225304673","repostType":4,"repost":{"id":"2225304673","pubTimestamp":1649171373,"share":"https://ttm.financial/m/news/2225304673?lang=&edition=fundamental","pubTime":"2022-04-05 23:09","market":"us","language":"en","title":"Tesla: After A ~60% Rally, There's More In Store","url":"https://stock-news.laohu8.com/highlight/detail?id=2225304673","media":"seekingalpha","summary":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least","content":"<html><head></head><body><p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.</p><p>One such growth leader is <b>Tesla</b> (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.</p><p><img src=\"https://static.tigerbbs.com/216590ddcd33c72a94dc961eb2b82eb9\" tg-width=\"640\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.</p><p>The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.</p><p>The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.</p><p>The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.</p><p>Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/4/5847171-16490695942655022.png\" tg-width=\"640\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.</p><p>Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it&#39;s not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.</p><p>In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.</p><p>To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.</p><h2>Tesla keeps delivering</h2><p>The reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.</p><p><img src=\"https://static.tigerbbs.com/0b9f94b2a445ebec61e56ba6428aa207\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Revenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.</p><p>Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.</p><p><img src=\"https://static.tigerbbs.com/e31aebbc3b67f7c0fb3b361dca6dc3e6\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>If anyone needs a reason why Tesla is valued so highly against other automakers, I believe this <a href=\"https://laohu8.com/S/AONE.U\">one</a> chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.</p><p>Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.<img src=\"https://static.tigerbbs.com/91743b7e140a79259184dbc124d2d471\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>We know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.</p><p>These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.</p><p>Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&amp;A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.</p><p>Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/2880b04e5cacd1d6f033f9fd41d8bd41\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>The growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.</p><p>Below we have the share count and the YoY change for the past several years to see what I’m on about.</p><p><img src=\"https://static.tigerbbs.com/6f2c53ea6f3ab1fdee88f1fa6e24c0fe\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>You can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business <i>and</i> run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.</p><p>Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/5337b199bd17e0714458a637de7193d4\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>Net debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.</p><h2>Squint to see the value</h2><p>Of course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.</p><p><img src=\"https://static.tigerbbs.com/4921a31b085b778a7a18c4c4d5da0ff3\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>Seeking Alpha</p><p>EPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.</p><p>Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.</p><p><img src=\"https://static.tigerbbs.com/1a629edeeaa941e86715f05b601ba5f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>This stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.</p><p>One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.</p><h2>Risks and final thoughts</h2><p>The valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.</p><p>In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.</p><p>While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.</p><p>Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.</p><p>Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.</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: After A ~60% Rally, There's More In Store</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: After A ~60% Rally, There's More In Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least...</p>\n\n<a href=\"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225304673","content_text":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.One such growth leader is Tesla (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.StockChartsThe daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.StockChartsThe weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it's not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.Tesla keeps deliveringThe reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.Seeking AlphaRevenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.Investor presentationIf anyone needs a reason why Tesla is valued so highly against other automakers, I believe this one chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.TIKRWe know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.TIKRThe growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.Below we have the share count and the YoY change for the past several years to see what I’m on about.TIKRYou can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business and run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.TIKRNet debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.Squint to see the valueOf course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.Seeking AlphaEPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.TIKRThis stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.Risks and final thoughtsThe valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019307849,"gmtCreate":1648522635093,"gmtModify":1676534349844,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Time to soar","listText":"Time to soar","text":"Time to soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019307849","repostId":"2222889107","repostType":4,"repost":{"id":"2222889107","pubTimestamp":1648520788,"share":"https://ttm.financial/m/news/2222889107?lang=&edition=fundamental","pubTime":"2022-03-29 10:26","market":"us","language":"en","title":"Palantir: Emerging From The Ashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2222889107","media":"seekingalpha","summary":"We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In al","content":"<html><head></head><body><p>We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In all seriousness this was something we had said in late February when Palantir stock all but reset back to trade just about at its direct public offering price. The thing is that technology stocks, especially those that are potential game-changing names, are often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no earnings to be had. What <a href=\"https://laohu8.com/S/AONE.U\">one</a> has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into profits. For years many of these stocks will lose money. But they lose money as they spend to attract customers. They invest heavily in their growth while seeing revenues increase dramatically. Palantir is seeing revenues grow tremendously.</p><p>Sometimes that growth fades and the company never really transforms the world like it set out to do. It is not uncommon that these stocks wither away to sub $1 then eventually delist to the OTC markets before going out of business. Happens a lot. Some argue this could happen to many of the innovation type companies. We admit, there are a number of companies that seem revolutionary at the time and then go bust years later. Even Cathie Wood abandoned Palantir just days after we thought the reset was complete and turned bullish. For those keeping score, the stock is up about 20% since that time. We digress.</p><p>But we see the bottom as in. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits. Great companies always seem to start out losing money. Even after this rally, we remain bullish long-term. In the short-term, we have reason to be bullish based on the problems they solve and the horrible situation in Ukraine and the need to mine data for intelligence. We think so, for the long-term investor. We like a buy in this stock on any weakness. Sure, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Keep in mind that the company is breaking even and making some money some quarters. When the company reported earnings, we saw that the growth remains on track. You can buy here.</p><h2>Our trade recommendation for PLTR stock remains valid</h2><p>Our last trade recommendation is still a set of entries we would follow</p><p>Target entry 1: $11.95-$12.15 40% of position</p><p>Target entry 2: $10.80-$11.00 60% of position</p><p>Stop loss: $9</p><p>Target exit: $13 real short-term, $15 medium-term</p><p>Options recommendations: Consider the April $12 puts for $0.45-$0.65 in premium. Call option buying is not nearly as pricey as a few weeks ago but you can consider the August $14 strike calls for $1-$1.50.</p><h2>Palantir - Both the government and commercial sectors are doing well</h2><p>In the recent quarter, performance was strong and ahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million.</p><p>Recall that there are two reporting segments for Palantir: the government and commercial segments. The commercial revenue stream has grown at a rapid rate over the last year, while government results are likely to get a big boost following international strife. While the war in Ukraine is an unexpected catalyst, the company has invested in itself to grow sales. To improve sales, Palantir has gone on a hiring spree. It expanded its sales team and they have been working to secure new orders. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter. The commercial revenue is expanding rapidly increasing 132% in 2021, and up 47% in Q4 vs. last year.</p><p>Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. What we mean is that if Palantir needs other companies to help move its products then gross margin would be tracking maybe 30-50%. When you have software companies with gross margins that are well over 50%, and approaching 60-70%, then it tends to mean the company is doing the heavy lifting itself. Palantir is delivering because gross margins expanded to 78% in the last year which is up double-digits from the prior year&#39;s quarters.</p><h2>Palantir is scratching the surface of profitability</h2><p>Even after the pull back in putting in a bottom in our opinion, the stock is expensive, like so many other growth tech names. The company lost $59 million in the quarter, but adjusted income from operations was $124 million. At the same time, and this is a big positive, the company is free cash flow positive. Adjusted free cash flow was $424 million for the year. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure.</p><p>When it comes to valuation, you can look at the price to sales but it is still very high. At 16X sales, the stock is still expensive, factoring in the drop in shares to $12. Of course, this valuation is so much more down to Earth compared to when the stock exploded when it was 3X as high as it is now. The PEG ratio is respectable and we like the cash flow as we mentioned.</p><p>While the company is growing tremendously, the stock is still not without risk. The company could see government slash spending in tough times (like a recession which some say could come next year), though, some would argue that their technology saves the government money. Palantir brings software, artificial intelligence, and data into a solution to help government make decisions to centrally track things while identifying patterns and creating frameworks to assess impact of certain decisions. The Ukraine crisis may push faster adoption of the tech. On top of that, we see the commercials sales growing though a recession could lead to reduced spend on technology investments.</p><p>One risk we always hear about is the unrelenting stock based-compensation. We addressed that issue in this piece, but will reiterate that we like that management has acknowledge that it is a problem.</p><h2>Take home</h2><p>Look, the last month has seen some volatile action, but PLTR put in a bottom. If markets absolutely tank in a few months due to escalating war, really rapid rate hikes, or poor economic news, shares could fall back to lows, but we think the sentiment and momentum is on the bulls&#39; side. Even with a rebound, shares have been crushed still. We see a regression to the mean as likely, which would be the mid-teens for this stock. The company operates with no debt and has nice positive free cash flow. With the growth the company is displaying, and with it clawing at profitability with some positive catalysts putting wind in the sails, we remain bullish.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Emerging From The Ashes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Emerging From The Ashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4498129-palantir-pltr-stock-emerging-from-ashes><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In all seriousness this was something we had said in late February when Palantir stock all but reset back...</p>\n\n<a href=\"https://seekingalpha.com/article/4498129-palantir-pltr-stock-emerging-from-ashes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4547":"WSB热门概念","BK4543":"AI"},"source_url":"https://seekingalpha.com/article/4498129-palantir-pltr-stock-emerging-from-ashes","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222889107","content_text":"We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In all seriousness this was something we had said in late February when Palantir stock all but reset back to trade just about at its direct public offering price. The thing is that technology stocks, especially those that are potential game-changing names, are often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no earnings to be had. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into profits. For years many of these stocks will lose money. But they lose money as they spend to attract customers. They invest heavily in their growth while seeing revenues increase dramatically. Palantir is seeing revenues grow tremendously.Sometimes that growth fades and the company never really transforms the world like it set out to do. It is not uncommon that these stocks wither away to sub $1 then eventually delist to the OTC markets before going out of business. Happens a lot. Some argue this could happen to many of the innovation type companies. We admit, there are a number of companies that seem revolutionary at the time and then go bust years later. Even Cathie Wood abandoned Palantir just days after we thought the reset was complete and turned bullish. For those keeping score, the stock is up about 20% since that time. We digress.But we see the bottom as in. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits. Great companies always seem to start out losing money. Even after this rally, we remain bullish long-term. In the short-term, we have reason to be bullish based on the problems they solve and the horrible situation in Ukraine and the need to mine data for intelligence. We think so, for the long-term investor. We like a buy in this stock on any weakness. Sure, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Keep in mind that the company is breaking even and making some money some quarters. When the company reported earnings, we saw that the growth remains on track. You can buy here.Our trade recommendation for PLTR stock remains validOur last trade recommendation is still a set of entries we would followTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $13 real short-term, $15 medium-termOptions recommendations: Consider the April $12 puts for $0.45-$0.65 in premium. Call option buying is not nearly as pricey as a few weeks ago but you can consider the August $14 strike calls for $1-$1.50.Palantir - Both the government and commercial sectors are doing wellIn the recent quarter, performance was strong and ahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million.Recall that there are two reporting segments for Palantir: the government and commercial segments. The commercial revenue stream has grown at a rapid rate over the last year, while government results are likely to get a big boost following international strife. While the war in Ukraine is an unexpected catalyst, the company has invested in itself to grow sales. To improve sales, Palantir has gone on a hiring spree. It expanded its sales team and they have been working to secure new orders. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter. The commercial revenue is expanding rapidly increasing 132% in 2021, and up 47% in Q4 vs. last year.Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. What we mean is that if Palantir needs other companies to help move its products then gross margin would be tracking maybe 30-50%. When you have software companies with gross margins that are well over 50%, and approaching 60-70%, then it tends to mean the company is doing the heavy lifting itself. Palantir is delivering because gross margins expanded to 78% in the last year which is up double-digits from the prior year's quarters.Palantir is scratching the surface of profitabilityEven after the pull back in putting in a bottom in our opinion, the stock is expensive, like so many other growth tech names. The company lost $59 million in the quarter, but adjusted income from operations was $124 million. At the same time, and this is a big positive, the company is free cash flow positive. Adjusted free cash flow was $424 million for the year. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure.When it comes to valuation, you can look at the price to sales but it is still very high. At 16X sales, the stock is still expensive, factoring in the drop in shares to $12. Of course, this valuation is so much more down to Earth compared to when the stock exploded when it was 3X as high as it is now. The PEG ratio is respectable and we like the cash flow as we mentioned.While the company is growing tremendously, the stock is still not without risk. The company could see government slash spending in tough times (like a recession which some say could come next year), though, some would argue that their technology saves the government money. Palantir brings software, artificial intelligence, and data into a solution to help government make decisions to centrally track things while identifying patterns and creating frameworks to assess impact of certain decisions. The Ukraine crisis may push faster adoption of the tech. On top of that, we see the commercials sales growing though a recession could lead to reduced spend on technology investments.One risk we always hear about is the unrelenting stock based-compensation. We addressed that issue in this piece, but will reiterate that we like that management has acknowledge that it is a problem.Take homeLook, the last month has seen some volatile action, but PLTR put in a bottom. If markets absolutely tank in a few months due to escalating war, really rapid rate hikes, or poor economic news, shares could fall back to lows, but we think the sentiment and momentum is on the bulls' side. Even with a rebound, shares have been crushed still. We see a regression to the mean as likely, which would be the mid-teens for this stock. The company operates with no debt and has nice positive free cash flow. With the growth the company is displaying, and with it clawing at profitability with some positive catalysts putting wind in the sails, we remain bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344228861,"gmtCreate":1618411197453,"gmtModify":1704710467800,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"BTWN for the win!","listText":"BTWN for the win!","text":"BTWN for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/344228861","repostId":"1106153811","repostType":4,"repost":{"id":"1106153811","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618409078,"share":"https://ttm.financial/m/news/1106153811?lang=&edition=fundamental","pubTime":"2021-04-14 22:04","market":"us","language":"en","title":"Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood","url":"https://stock-news.laohu8.com/highlight/detail?id=1106153811","media":"Benzinga","summary":"An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team w","content":"<p>An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.</p>\n<p><b>Caution On SPACs:</b>Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"</p>\n<p>Wood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.</p>\n<p>The large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.</p>\n<p>“We think there will be some accidents in the SPAC market,\" she said.</p>\n<p>Wood said&nbsp;some of the companies going public via SPAC could fail outright.</p>\n<p><b>Research Is Paramount:</b>Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.</p>\n<p>“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.</p>\n<p>“Research is paramount,\" she said.</p>\n<p>Ark Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company are<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.17%,<b>One</b>AONE 0.09%,<b>Desktop Metal Inc</b>DM 1.16%,<b>Reinvent Technology Partners</b>RTP 0.3%,<b>Experience Investment Corp</b>EXPC 0.07%and<b>Atlas Crest Investment Corp</b>ACIC 0.07%.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood</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\">\nSome SPACs Could Fail Outright, Research Is Paramount: Cathie Wood\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-14 22:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.</p>\n<p><b>Caution On SPACs:</b>Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"</p>\n<p>Wood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.</p>\n<p>The large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.</p>\n<p>“We think there will be some accidents in the SPAC market,\" she said.</p>\n<p>Wood said&nbsp;some of the companies going public via SPAC could fail outright.</p>\n<p><b>Research Is Paramount:</b>Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.</p>\n<p>“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.</p>\n<p>“Research is paramount,\" she said.</p>\n<p>Ark Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company are<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.17%,<b>One</b>AONE 0.09%,<b>Desktop Metal Inc</b>DM 1.16%,<b>Reinvent Technology Partners</b>RTP 0.3%,<b>Experience Investment Corp</b>EXPC 0.07%and<b>Atlas Crest Investment Corp</b>ACIC 0.07%.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106153811","content_text":"An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.\nCaution On SPACs:Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"\nWood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.\nThe large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.\n“We think there will be some accidents in the SPAC market,\" she said.\nWood said some of the companies going public via SPAC could fail outright.\nResearch Is Paramount:Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.\n“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.\n“Research is paramount,\" she said.\nArk Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company areJaws Spitfire Acquisition CorpSPFR 0.17%,OneAONE 0.09%,Desktop Metal IncDM 1.16%,Reinvent Technology PartnersRTP 0.3%,Experience Investment CorpEXPC 0.07%andAtlas Crest Investment CorpACIC 0.07%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018247623,"gmtCreate":1649049572114,"gmtModify":1676534442188,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"nothing really interesting&nbsp;","listText":"nothing really interesting&nbsp;","text":"nothing really interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018247623","repostId":"2224373536","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014450119,"gmtCreate":1649714147911,"gmtModify":1676534553485,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"BRK kinda goes without saying. 😂&nbsp;","listText":"BRK kinda goes without saying. 😂&nbsp;","text":"BRK kinda goes without saying. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014450119","repostId":"2226683093","repostType":4,"repost":{"id":"2226683093","pubTimestamp":1649691304,"share":"https://ttm.financial/m/news/2226683093?lang=&edition=fundamental","pubTime":"2022-04-11 23:35","market":"us","language":"en","title":"3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2226683093","media":"Motley Fool","summary":"A tumbling stock market is the ideal time to put your money to work in these rock-solid companies.","content":"<html><head></head><body><p>A little over a year ago, things couldn&#39;t have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the strongest bounces from a bear-market in history. What&#39;s more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.</p><p>But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation&#39;s central bank may be to blame.</p><p>While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused <b>Nasdaq Composite</b>&#39;s brief tumble into bear market territory was primarily Fed-induced.</p><p>Although big drops in the market can be scary at times -- especially when they&#39;re caused by the Fed shifting course -- they&#39;re historically the best time to put your money to work. That&#39;s because all notable declines are eventually erased by a bull market rally.</p><p>Below are three of the smartest stocks investors can buy in a Fed-driven bear market.</p><h2><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></h2><p>The first stock investors would be wise to buy in a Fed-induced bear market is conglomerate <b>Berkshire Hathaway</b> ( BRK.A )( BRK.B).</p><p>Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he&#39;s led Berkshire&#39;s Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we&#39;re talking about an increase of 4,210,069%, as of April 7.</p><p>One of Buffett&#39;s not-so-subtle secrets to success is that he&#39;s packed Berkshire Hathaway&#39;s portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.</p><p>Something else to consider is that a sizable percentage of Berkshire Hathaway&#39;s owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it&#39;ll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.</p><p>Berkshire Hathaway&#39;s success is also a function of Buffett&#39;s love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.</p><p>Long story short, riding Buffett&#39;s coattails has long been a moneymaking investment strategy.</p><p><img src=\"https://static.tigerbbs.com/258390c72eb8866a0650f6b06661fd51\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h2><p>Just because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn&#39;t mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that&#39;s a smart buy is cybersecurity stock <b>CrowdStrike Holdings</b> (CRWD).</p><p>Since the pandemic began more than two years ago, businesses have accelerated the pace at which they&#39;ve moved data online and into the cloud. Given that hackers and robots don&#39;t take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.</p><p>While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events <i>per day</i> and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn&#39;t the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it&#39;s one of the best.</p><p>Additional proof of Falcon&#39;s success can be seen in CrowdStrike&#39;s subscriber figures and organic growth rate. Over the past five years, the company&#39;s subscriber count has grown by an annual average of 105%. What&#39;s more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).</p><p>As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.</p><p><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>A third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain <b>Walgreens Boots Alliance</b> (WBA).</p><p>Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can&#39;t control when we get sick, there&#39;s always demand for prescription drugs, medical devices, and healthcare services.</p><p>However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation&#39;s central bank does on the interest rate front.</p><p>What makes Walgreens Boots Alliance such an attractive investment is the company&#39;s multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it&#39;s spent aggressively on digitization initiatives that&#39;ll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company&#39;s organic growth rate.</p><p>Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens&#39; pharmacy should help improve brand loyalty and the company&#39;s bottom line.</p><p>With Walgreens valued at just 9 times Wall Street&#39;s forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.</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>3 of the Smartest Stocks to Buy in a Fed-Induced Bear 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\">\n3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","WBA":"沃尔格林联合博姿","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226683093","content_text":"A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a bear-market in history. What's more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation's central bank may be to blame.While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused Nasdaq Composite's brief tumble into bear market territory was primarily Fed-induced.Although big drops in the market can be scary at times -- especially when they're caused by the Fed shifting course -- they're historically the best time to put your money to work. That's because all notable declines are eventually erased by a bull market rally.Below are three of the smartest stocks investors can buy in a Fed-driven bear market.Berkshire HathawayThe first stock investors would be wise to buy in a Fed-induced bear market is conglomerate Berkshire Hathaway ( BRK.A )( BRK.B).Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he's led Berkshire's Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we're talking about an increase of 4,210,069%, as of April 7.One of Buffett's not-so-subtle secrets to success is that he's packed Berkshire Hathaway's portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.Something else to consider is that a sizable percentage of Berkshire Hathaway's owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it'll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.Berkshire Hathaway's success is also a function of Buffett's love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.Long story short, riding Buffett's coattails has long been a moneymaking investment strategy.Image source: Getty Images.CrowdStrike HoldingsJust because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn't mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that's a smart buy is cybersecurity stock CrowdStrike Holdings (CRWD).Since the pandemic began more than two years ago, businesses have accelerated the pace at which they've moved data online and into the cloud. Given that hackers and robots don't take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events per day and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn't the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it's one of the best.Additional proof of Falcon's success can be seen in CrowdStrike's subscriber figures and organic growth rate. Over the past five years, the company's subscriber count has grown by an annual average of 105%. What's more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.Image source: Getty Images.Walgreens Boots AllianceA third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain Walgreens Boots Alliance (WBA).Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can't control when we get sick, there's always demand for prescription drugs, medical devices, and healthcare services.However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation's central bank does on the interest rate front.What makes Walgreens Boots Alliance such an attractive investment is the company's multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it's spent aggressively on digitization initiatives that'll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company's organic growth rate.Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens' pharmacy should help improve brand loyalty and the company's bottom line.With Walgreens valued at just 9 times Wall Street's forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012950346,"gmtCreate":1649283030541,"gmtModify":1676534481723,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"One step forward two steps back... 🤪","listText":"One step forward two steps back... 🤪","text":"One step forward two steps back... 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012950346","repostId":"1195772535","repostType":4,"repost":{"id":"1195772535","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649258972,"share":"https://ttm.financial/m/news/1195772535?lang=&edition=fundamental","pubTime":"2022-04-06 23:29","market":"us","language":"en","title":"Nasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195772535","media":"Tiger Newspress","summary":"The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day o","content":"<html><head></head><body><p>The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank&#39;s March meeting on tap.</p><p>Shares of mega-cap growth companies such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> tumbled between 2% and 5%, dragging down the Nasdaq and the S&amp;P 500.</p><p>High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.</p><p>Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.</p><p>&#34;The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>&#34;The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they&#39;ll point to a half-a-percent rise next month.&#34;</p><p>The Federal Open Market Committee&#39;s minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.</p><p>While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%</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\">\nNasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-06 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank&#39;s March meeting on tap.</p><p>Shares of mega-cap growth companies such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> tumbled between 2% and 5%, dragging down the Nasdaq and the S&amp;P 500.</p><p>High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.</p><p>Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.</p><p>&#34;The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>&#34;The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they&#39;ll point to a half-a-percent rise next month.&#34;</p><p>The Federal Open Market Committee&#39;s minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.</p><p>While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195772535","content_text":"The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank's March meeting on tap.Shares of mega-cap growth companies such as Microsoft, Apple and Amazon.com tumbled between 2% and 5%, dragging down the Nasdaq and the S&P 500.High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.\"The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.\"The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they'll point to a half-a-percent rise next month.\"The Federal Open Market Committee's minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013150563,"gmtCreate":1648692881989,"gmtModify":1676534381082,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"There's no real fear. Just keep buying. 😬","listText":"There's no real fear. Just keep buying. 😬","text":"There's no real fear. Just keep buying. 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013150563","repostId":"2223836313","repostType":2,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015250590,"gmtCreate":1649493034425,"gmtModify":1676534521395,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Holding long long term for PLTR","listText":"Holding long long term for PLTR","text":"Holding long long term for PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015250590","repostId":"1179777825","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019840334,"gmtCreate":1648592457758,"gmtModify":1676534357272,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Been painful to watch EV stocks","listText":"Been painful to watch EV stocks","text":"Been painful to watch EV stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019840334","repostId":"1118582920","repostType":4,"repost":{"id":"1118582920","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648561105,"share":"https://ttm.financial/m/news/1118582920?lang=&edition=fundamental","pubTime":"2022-03-29 21:38","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118582920","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSi","content":"<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSimple, Canoo and Arrival climbed between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/235c44ac887f0b46c0deb471a6678109\" tg-width=\"417\" tg-height=\"721\" width=\"100%\" height=\"auto\"/>1</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-29 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSimple, Canoo and Arrival climbed between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/235c44ac887f0b46c0deb471a6678109\" tg-width=\"417\" tg-height=\"721\" width=\"100%\" height=\"auto\"/>1</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","TSLA":"特斯拉","LCID":"Lucid Group Inc","FSR":"菲斯克","GOEV":"Canoo Inc.","RIVN":"Rivian Automotive, Inc.","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118582920","content_text":"EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSimple, Canoo and Arrival climbed between 1% and 5%.1","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019390020,"gmtCreate":1648522685492,"gmtModify":1676534349843,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Hello INTEL!","listText":"Hello INTEL!","text":"Hello INTEL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019390020","repostId":"2223819434","repostType":4,"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037759333,"gmtCreate":1648187769620,"gmtModify":1676534315047,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"INTC for the win!","listText":"INTC for the win!","text":"INTC for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037759333","repostId":"1185091893","repostType":4,"repost":{"id":"1185091893","pubTimestamp":1648173991,"share":"https://ttm.financial/m/news/1185091893?lang=&edition=fundamental","pubTime":"2022-03-25 10:06","market":"us","language":"en","title":"Chip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185091893","media":"InvestorPlace","summary":"Here's why investors in chip stocks are doubling down today","content":"<html><head></head><body><p>Big news from <b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) today has other chip stocks absolutely taking off. From <b>Advanced Micro Devices</b> (NASDAQ:<b><u>AMD</u></b>) to <b>Intel</b> (NASDAQ:<b><u>INTC</u></b>), <b>Micron</b> (NASDAQ:<b><u>MU</u></b>) and <b>GlobalFoundries</b> (NASDAQ:<b><u>GFS</u></b>), we are seeing some big moves within semiconductor companies.</p><p><img src=\"https://static.tigerbbs.com/7b2c024da5e3797b1d573a3eeeb2780a\" tg-width=\"421\" tg-height=\"714\" width=\"100%\" height=\"auto\"/></p><p>Such a correlated move suggests sentiment is shifting in this sector. Indeed, concerns around valuations and other macroeconomic issues had led to a selloff earlier this year. However, revitalized interest in chip makers has investors sharpening their pencils.</p><p>Today, the continued rally in equity markets has benefited these growth stocks in a big way. Let’s dive into where this rally comes from and what news Nvidia shared.</p><p><b>Chip Stocks Soar on Potential Collaboration Deals</b></p><p>Yesterday, news arose that Nvidia and Intel were exploring a chip manufacturing deal. On a call with reporters, Nvidia CEO Jensen Huang noted the company was interested in potentially using Intel’s foundries. Such a move would strategically make sense, as it would shift at least a portion of Nvidia’s production stateside. Given the geopolitical risk right now, these talks are perhaps less surprising than they would have been a few months ago.</p><p>Now, it’s worth noting that Intel’s foundries are still under construction in the United States and Europe. Accordingly, any potential collaboration would likely actually unfold years down the road. Additionally, Nvidia did stipulate that in order for such a deal to work, Intel would need to achieve the same caliber of <b>Taiwan Semiconductor</b> (NYSE:<b><u>TSM</u></b>). That’s a rather high bar to hit.</p><p>That said, this potential collaboration is being viewed as a positive for the industry. As investors look to this sector for growth, how these companies choose to position themselves matters. Right now, investors appear to like what they see coming from chipmakers.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?</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\">\nChip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big news from Nvidia (NASDAQ:NVDA) today has other chip stocks absolutely taking off. From Advanced Micro Devices (NASDAQ:AMD) to Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and GlobalFoundries (NASDAQ:...</p>\n\n<a href=\"https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","NVDA":"英伟达","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","INTC":"英特尔"},"source_url":"https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185091893","content_text":"Big news from Nvidia (NASDAQ:NVDA) today has other chip stocks absolutely taking off. From Advanced Micro Devices (NASDAQ:AMD) to Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and GlobalFoundries (NASDAQ:GFS), we are seeing some big moves within semiconductor companies.Such a correlated move suggests sentiment is shifting in this sector. Indeed, concerns around valuations and other macroeconomic issues had led to a selloff earlier this year. However, revitalized interest in chip makers has investors sharpening their pencils.Today, the continued rally in equity markets has benefited these growth stocks in a big way. Let’s dive into where this rally comes from and what news Nvidia shared.Chip Stocks Soar on Potential Collaboration DealsYesterday, news arose that Nvidia and Intel were exploring a chip manufacturing deal. On a call with reporters, Nvidia CEO Jensen Huang noted the company was interested in potentially using Intel’s foundries. Such a move would strategically make sense, as it would shift at least a portion of Nvidia’s production stateside. Given the geopolitical risk right now, these talks are perhaps less surprising than they would have been a few months ago.Now, it’s worth noting that Intel’s foundries are still under construction in the United States and Europe. Accordingly, any potential collaboration would likely actually unfold years down the road. Additionally, Nvidia did stipulate that in order for such a deal to work, Intel would need to achieve the same caliber of Taiwan Semiconductor (NYSE:TSM). That’s a rather high bar to hit.That said, this potential collaboration is being viewed as a positive for the industry. As investors look to this sector for growth, how these companies choose to position themselves matters. Right now, investors appear to like what they see coming from chipmakers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344225693,"gmtCreate":1618411319812,"gmtModify":1704710471724,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"PLTR ALL THE WAY!","listText":"PLTR ALL THE WAY!","text":"PLTR ALL THE WAY!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344225693","repostId":"1193747033","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}