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xshinado

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04-01

Guess the winner，Earn Tiger Coins

Gogogo guess Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.

Guess the winner，Earn Tiger Coins

01-21

Can can !!!

History Suggests the Nasdaq Will Surge in 2024: My Top 7 AI Growth Stocks to Buy Before It Does

01-18

$Alphabet(GOOGL)$ I win.

01-14

Aliabab also win win

01-13

I win the game many many

01-12

Go go go ale ale ale

01-11

I am the winner or the world

01-10

Gofihv go go go go. Okk

01-09

I also win win go go o o

01-08

I can win win win gogoo

01-07

ok go ov

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

01-07

I am a big boy boy go go

01-06

I win win win the game

01-05

Ok go go fi to get a

01-04

Ok go buy ok go buy

01-03

Let se goo o o o o gogo

01-03

I want to win win win

01-02

Hi my name is ... My name is.... . Champion

01-01

I like it. Gog of ogo of ogo

2023-12-31

I go boy boy house ... .. goggoog

Go to Tiger App to see more news

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the winner，Earn Tiger Coins","htmlText":"Gogogo guess&nbsp;Find out more here:<a href=\"https://tigr.link/78MgcG\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Gogogo guess&nbsp;Find out more here:<a href=\"https://tigr.link/78MgcG\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Gogogo guess Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger 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!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265396671938648","repostId":"2405625733","repostType":2,"repost":{"id":"2405625733","pubTimestamp":1705813158,"share":"https://ttm.financial/m/news/2405625733?lang=&edition=fundamental","pubTime":"2024-01-21 12:59","market":"us","language":"en","title":"History Suggests the Nasdaq Will Surge in 2024: My Top 7 AI Growth Stocks to Buy Before It Does","url":"https://stock-news.laohu8.com/highlight/detail?id=2405625733","media":"Motley Fool","summary":"AI went viral last year, helping fuel the market's recovery. There could be more to come.","content":"<html><head></head><body><ul style=\"\"><li><p>So far, the tech-heavy Nasdaq Composite index has always followed years in which it rebounded from a bear market with a second year of strong gains.</p></li><li><p>Generative AI burst onto the scene last year, and it&#39;s still making waves.</p></li><li><p>Each of these companies is positioned to profit from the AI revolution.</p></li></ul><p>The macroeconomic challenges of the past couple of years are beginning to fade, and investors are looking to the future. After the <strong>Nasdaq Composite</strong> plunged in 2022, suffering its worst performance since 2008, the index enjoyed a robust recovery in 2023 and gained 43%.</p><p>There could be more to come. Since the Nasdaq Composite began trading in 1972, in every year following a market recovery, the tech-heavy index rose again -- and those second-year gains averaged 19%. The economy is the wildcard here, though, and it could yet stumble in 2024. But historical patterns suggest that this could be a good year for investors.</p><p>Recent developments in the field of artificial intelligence (AI) helped fuel the market&#39;s rise last year and will likely drive further gains in 2024. While estimates vary wildly, generative AI is expected to add between $2.6 trillion and $4.4 trillion to the global economy annually over the next few years, according to a study by McKinsey Global Institute. This will result in windfalls for many companies in the field.</p><p>Here are my top seven AI stocks to buy for 2024 before the Nasdaq reaches new heights.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79c3390194c77b45296bfec5e4ed9dec\" tg-width=\"700\" tg-height=\"393\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_4033170904\">1. Nvidia</h2><p><strong>Nvidia</strong> is the poster child for AI innovation. Its graphics processing units (GPUs) are already the industry standard chips in a growing number of AI use cases -- including data centers, cloud computing, and machine learning -- and it quickly adapted its processors for the needs of generative AI. Though it has been ramping up production, the AI chip shortage is expected to last until 2025 as demand keeps growing. The specter of competition looms, but thus far, Nvidia has stayed ahead of the competition by spending heavily on research and development.</p><p>The company&#39;s triple-digit percentage year-over-year growth is expected to continue into 2024. Despite its prospects, Nvidia remains remarkably cheap, with a price/earnings-to-growth ratio (PEG ratio) of less than 1 -- the standard for an undervalued stock.</p><h2 id=\"id_3849998325\">2. Microsoft</h2><p><strong>Microsoft</strong> helped jump-start the AI boom when it invested $13 billion in ChatGPT creator OpenAI, shining a spotlight on generative AI. The company&#39;s tech peers jumped on the bandwagon, and the AI gold rush began. Microsoft seized the advantage, integrating OpenAI&#39;s technology into its Bing search and a broad cross-section of its cloud-based offerings.</p><p>Its productivity-enhancing AI assistant, Copilot, could generate as much as $100 billion in incremental revenue by 2027, according to some analysts, though estimates vary. This and other AI tools already caused Azure Cloud&#39;s growth to outpace rivals in Q3, and Microsoft attributed 3 percentage points of that growth to AI.</p><p>The stock is selling for 35 times forward earnings, a slight premium to the price-to-earnings ratio of 26 for the <strong>S&amp;P 500</strong>. Even so, that looks attractive given Microsoft&#39;s growth potential.</p><h2 id=\"id_1591950487\">3. Alphabet</h2><p><strong>Alphabet</strong> has long used AI to improve its search results and the relevance of its digital advertising. The company was quick to recognize the potential of generative AI, imbuing many of its Google and Android products with increased functionality and announcing plans to add new AI tools to its search product. Furthermore, as the world&#39;s third-largest cloud infrastructure provider, Google Cloud is suited to offer AI systems to its customers.</p><p>A collaboration between Google and Alphabet&#39;s AI research lab, DeepMind, gave birth to Gemini, which the company bills as its &#34;largest and most capable AI model.&#34; Google Cloud&#39;s Vertex AI offers 130 foundational models that help users build and deploy generative AI apps quickly.</p><p>Add to that the ongoing rebound in its digital advertising business, and Alphabet&#39;s valuation of 27 times earnings seems like a steal.</p><h2 id=\"id_594940721\">4. Amazon</h2><p>There&#39;s a popular narrative that <strong>Amazon</strong> was late to recognize the opportunities in AI, but the company&#39;s history tells a different story. Amazon continues to deploy AI to surface relevant products to shoppers, recommend viewing choices on Prime Video, schedule e-commerce deliveries, and predict inventory levels, among other uses. Most recently, Amazon began testing an AI tool designed to answer shoppers&#39; questions about products.</p><p>Amazon Web Services (AWS) stocks all the most popular generative AI models for its cloud customers on Bedrock AI, and is also deploying its Inferentia and Trainium purpose-built AI chips for accelerating AI on its infrastructure.</p><p>Now that inflation has slowed markedly, more consumers and businesses are patronizing Amazon, and AI will help boost its fortunes.</p><p>Image source: Getty Images.</p><h2 id=\"id_2955690906\">5. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a></h2><p><strong>Meta Platforms</strong> also has a long and distinguished history of using AI to its advantage. From identifying and tagging people in photos to surfacing relevant content on its social media platforms, Meta has never been shy about deploying AI systems.</p><p>Unlike some of its big tech rivals, Meta doesn&#39;t have a cloud infrastructure service to peddle its AI wares, but it quickly developed a workaround. After developing its open-source Llama AI model, Meta made it available on all the major cloud services -- for a price. Furthermore, Meta offers a suite of free AI-powered tools to help advertisers succeed.</p><p>Improving economic conditions will no doubt boost its digital advertising business. And with the stock trading at just 22 times forward earnings, Meta is inexpensive relative to its opportunity.</p><h2 id=\"id_4031214789\">6. Palantir Technologies</h2><p><strong>Palantir Technologies</strong> has two decades of experience building AI-powered data analytics, and was ready to meet the challenge when AI went mainstream. In just months, the company added generative AI models to its portfolio, layering these atop its data analytics tools. The launch of the Palantir Artificial Intelligence Platform (AIP) has generated a lot of excitement. &#34;Demand for AIP is unlike anything we have seen in the past 20 years,&#34; said management.</p><p>When fears of a downturn were higher, businesses scaled back on most nonessential spending, including data analytics and AI services, but now, demand for those services is rebounding, particularly in relation to generative AI.</p><p>Looking ahead one year, Palantir sports a PEG ratio of less than 1, which helps illustrate how cheap the stock really is.</p><h2 id=\"id_3043529705\">7. Tesla</h2><p><strong>Tesla</strong> made a splash by bringing electric vehicles (EVs) into the mainstream. In 2023, its Model Y topped the list of the world&#39;s best-selling cars by a comfortable margin, the first EV to do so. However, the magnitude of its future prosperity will likely be linked to AI. The company&#39;s &#34;full self-drive&#34; system has yet to live up to its name, but success on that front would be a boon to shareholders.</p><p>In Ark Investment Management&#39;s <em>Big Ideas 2023</em> report, the firm estimates that robotaxis could generate $4 trillion in revenue in 2027. With an estimated 2.7 million vehicles on the road collecting data, Tesla could hold an insurmountable technological edge, <em>if</em> it cracks the code on autonomous driving. Some analysts estimate the software is already worth tens of billions of dollars.</p><p>Finally, 6 times forward sales is a pretty reasonable valuation for an industry leader with a treasure trove of data.</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>History Suggests the Nasdaq Will Surge in 2024: My Top 7 AI Growth Stocks to Buy Before It Does</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHistory Suggests the Nasdaq Will Surge in 2024: My Top 7 AI Growth Stocks to Buy Before It Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-21 12:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/20/history-suggests-the-nasdaq-will-surge-in-2024-my/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So far, the tech-heavy Nasdaq Composite index has always followed years in which it rebounded from a bear market with a second year of strong gains.Generative AI burst onto the scene last year, and it...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/20/history-suggests-the-nasdaq-will-surge-in-2024-my/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4507":"流媒体概念","PSQ":"纳指反向ETF","BK4576":"AR","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","MSFT":"微软","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4592":"伊斯兰概念","AIP":"Arteris, Inc.","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","AI":"C3.ai, Inc.","BK4577":"网络游戏","NVDA":"英伟达","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4579":"人工智能","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","QQQ":"纳指100ETF","BK4503":"景林资产持仓","BK4574":"无人驾驶","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4573":"虚拟现实","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","GOOGL":"谷歌A","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4581":"高盛持仓","GOOG":"谷歌","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4504":"桥水持仓","TQQQ":"纳指三倍做多ETF","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2024/01/20/history-suggests-the-nasdaq-will-surge-in-2024-my/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405625733","content_text":"So far, the tech-heavy Nasdaq Composite index has always followed years in which it rebounded from a bear market with a second year of strong gains.Generative AI burst onto the scene last year, and it's still making waves.Each of these companies is positioned to profit from the AI revolution.The macroeconomic challenges of the past couple of years are beginning to fade, and investors are looking to the future. After the Nasdaq Composite plunged in 2022, suffering its worst performance since 2008, the index enjoyed a robust recovery in 2023 and gained 43%.There could be more to come. Since the Nasdaq Composite began trading in 1972, in every year following a market recovery, the tech-heavy index rose again -- and those second-year gains averaged 19%. The economy is the wildcard here, though, and it could yet stumble in 2024. But historical patterns suggest that this could be a good year for investors.Recent developments in the field of artificial intelligence (AI) helped fuel the market's rise last year and will likely drive further gains in 2024. While estimates vary wildly, generative AI is expected to add between $2.6 trillion and $4.4 trillion to the global economy annually over the next few years, according to a study by McKinsey Global Institute. This will result in windfalls for many companies in the field.Here are my top seven AI stocks to buy for 2024 before the Nasdaq reaches new heights.Image source: Getty Images.1. NvidiaNvidia is the poster child for AI innovation. Its graphics processing units (GPUs) are already the industry standard chips in a growing number of AI use cases -- including data centers, cloud computing, and machine learning -- and it quickly adapted its processors for the needs of generative AI. Though it has been ramping up production, the AI chip shortage is expected to last until 2025 as demand keeps growing. The specter of competition looms, but thus far, Nvidia has stayed ahead of the competition by spending heavily on research and development.The company's triple-digit percentage year-over-year growth is expected to continue into 2024. Despite its prospects, Nvidia remains remarkably cheap, with a price/earnings-to-growth ratio (PEG ratio) of less than 1 -- the standard for an undervalued stock.2. MicrosoftMicrosoft helped jump-start the AI boom when it invested $13 billion in ChatGPT creator OpenAI, shining a spotlight on generative AI. The company's tech peers jumped on the bandwagon, and the AI gold rush began. Microsoft seized the advantage, integrating OpenAI's technology into its Bing search and a broad cross-section of its cloud-based offerings.Its productivity-enhancing AI assistant, Copilot, could generate as much as $100 billion in incremental revenue by 2027, according to some analysts, though estimates vary. This and other AI tools already caused Azure Cloud's growth to outpace rivals in Q3, and Microsoft attributed 3 percentage points of that growth to AI.The stock is selling for 35 times forward earnings, a slight premium to the price-to-earnings ratio of 26 for the S&P 500. Even so, that looks attractive given Microsoft's growth potential.3. AlphabetAlphabet has long used AI to improve its search results and the relevance of its digital advertising. The company was quick to recognize the potential of generative AI, imbuing many of its Google and Android products with increased functionality and announcing plans to add new AI tools to its search product. Furthermore, as the world's third-largest cloud infrastructure provider, Google Cloud is suited to offer AI systems to its customers.A collaboration between Google and Alphabet's AI research lab, DeepMind, gave birth to Gemini, which the company bills as its \"largest and most capable AI model.\" Google Cloud's Vertex AI offers 130 foundational models that help users build and deploy generative AI apps quickly.Add to that the ongoing rebound in its digital advertising business, and Alphabet's valuation of 27 times earnings seems like a steal.4. AmazonThere's a popular narrative that Amazon was late to recognize the opportunities in AI, but the company's history tells a different story. Amazon continues to deploy AI to surface relevant products to shoppers, recommend viewing choices on Prime Video, schedule e-commerce deliveries, and predict inventory levels, among other uses. Most recently, Amazon began testing an AI tool designed to answer shoppers' questions about products.Amazon Web Services (AWS) stocks all the most popular generative AI models for its cloud customers on Bedrock AI, and is also deploying its Inferentia and Trainium purpose-built AI chips for accelerating AI on its infrastructure.Now that inflation has slowed markedly, more consumers and businesses are patronizing Amazon, and AI will help boost its fortunes.Image source: Getty Images.5. Meta PlatformsMeta Platforms also has a long and distinguished history of using AI to its advantage. From identifying and tagging people in photos to surfacing relevant content on its social media platforms, Meta has never been shy about deploying AI systems.Unlike some of its big tech rivals, Meta doesn't have a cloud infrastructure service to peddle its AI wares, but it quickly developed a workaround. After developing its open-source Llama AI model, Meta made it available on all the major cloud services -- for a price. Furthermore, Meta offers a suite of free AI-powered tools to help advertisers succeed.Improving economic conditions will no doubt boost its digital advertising business. And with the stock trading at just 22 times forward earnings, Meta is inexpensive relative to its opportunity.6. Palantir TechnologiesPalantir Technologies has two decades of experience building AI-powered data analytics, and was ready to meet the challenge when AI went mainstream. In just months, the company added generative AI models to its portfolio, layering these atop its data analytics tools. The launch of the Palantir Artificial Intelligence Platform (AIP) has generated a lot of excitement. \"Demand for AIP is unlike anything we have seen in the past 20 years,\" said management.When fears of a downturn were higher, businesses scaled back on most nonessential spending, including data analytics and AI services, but now, demand for those services is rebounding, particularly in relation to generative AI.Looking ahead one year, Palantir sports a PEG ratio of less than 1, which helps illustrate how cheap the stock really is.7. TeslaTesla made a splash by bringing electric vehicles (EVs) into the mainstream. In 2023, its Model Y topped the list of the world's best-selling cars by a comfortable margin, the first EV to do so. However, the magnitude of its future prosperity will likely be linked to AI. The company's \"full self-drive\" system has yet to live up to its name, but success on that front would be a boon to shareholders.In Ark Investment Management's Big Ideas 2023 report, the firm estimates that robotaxis could generate $4 trillion in revenue in 2027. With an estimated 2.7 million vehicles on the road collecting data, Tesla could hold an insurmountable technological edge, if it cracks the code on autonomous driving. Some analysts estimate the software is already worth tens of billions of dollars.Finally, 6 times forward sales is a pretty reasonable valuation for an industry leader with a treasure trove of data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264465513914392,"gmtCreate":1705590801723,"gmtModify":1705590806766,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> I win.&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$ </a> I win.&nbsp;","text":"$Alphabet(GOOGL)$ I win.","images":[{"img":"https://community-static.tradeup.com/news/03ac9fde8f1eed35e874927bdc7d2124","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264465513914392","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":262694598221992,"gmtCreate":1705168626265,"gmtModify":1705168630360,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Aliabab also win win&nbsp;","listText":"Aliabab also win win&nbsp;","text":"Aliabab also win win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262694598221992","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262513526673600,"gmtCreate":1705124253067,"gmtModify":1705124257609,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I win the game many many&nbsp;","listText":"I win the game many many&nbsp;","text":"I win the game many many","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262513526673600","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262125790330992,"gmtCreate":1705030312828,"gmtModify":1705030317566,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Go go go ale ale ale&nbsp;","listText":"Go go go ale ale ale&nbsp;","text":"Go go go ale ale ale","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262125790330992","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261898667528240,"gmtCreate":1704959006551,"gmtModify":1704959011481,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I am the winner or the world&nbsp;","listText":"I am the winner or the world&nbsp;","text":"I am the winner or the world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261898667528240","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261543051010216,"gmtCreate":1704863823005,"gmtModify":1704863826782,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Gofihv go go go go. Okk","listText":"Gofihv go go go go. Okk","text":"Gofihv go go go go. 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Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","listText":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct &amp; Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","text":"Hey Tycoons! 🎩💼 Ready to embark on the adventure of a lifetime? Introducing the Tiger Tycoon Challenge – where fortunes are made, and USD 888 worth of prizes await the boldest players! 🏰🌈🎯 Objective: Build your empire, score big points, and unlock fabulous rewards!💰 Gold Rush: Grab those shiny gold coins every time you pass by it! Cha-ching! 💰💵🏠 Construct & Conquer: Step on an empty tile to construct a building to gain points! 🏰🏆 Prizes Galore: Hit the prize tile to claim your treasure – it could be anything! 🎁✨🔄 Lucky Draw: Land on the draw tile and brace yourself! You might move forward, backward, or even unlock a secret power! 🔄🔮🚀 Airdrop Alert: Keep your eyes on the sky! Periodically, the Tiger Tycoon map will rain down special rewards like stocks, vouchers, and more. Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260330620813480,"gmtCreate":1704567819538,"gmtModify":1704567824513,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I am a big boy boy go go&nbsp;","listText":"I am a big boy boy go go&nbsp;","text":"I am a big boy boy go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260330620813480","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260179520139320,"gmtCreate":1704530737120,"gmtModify":1704530741590,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I win win win the game&nbsp;","listText":"I win win win the game&nbsp;","text":"I win win win the game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260179520139320","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259771017932968,"gmtCreate":1704431197742,"gmtModify":1704431202227,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Ok go go fi to get a&nbsp;","listText":"Ok go go fi to get a&nbsp;","text":"Ok go go fi to get a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259771017932968","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259406303195184,"gmtCreate":1704340867087,"gmtModify":1704340871910,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Ok go buy ok go buy&nbsp;","listText":"Ok go buy ok go buy&nbsp;","text":"Ok go buy ok go buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259406303195184","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259097824915688,"gmtCreate":1704268780383,"gmtModify":1704268784555,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Let se goo o o o o gogo&nbsp;","listText":"Let se goo o o o o gogo&nbsp;","text":"Let se goo o o o o gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259097824915688","isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259097248510048,"gmtCreate":1704268753867,"gmtModify":1704268758039,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I want to win win win&nbsp;","listText":"I want to win win win&nbsp;","text":"I want to win win win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259097248510048","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258645722681560,"gmtCreate":1704179826113,"gmtModify":1704179830561,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Hi my name is ... My name is.... . Champion&nbsp;","listText":"Hi my name is ... My name is.... . Champion&nbsp;","text":"Hi my name is ... My name is.... . Champion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258645722681560","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258300935000256,"gmtCreate":1704095648764,"gmtModify":1704095652941,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I like it.&nbsp; Gog of ogo of ogo&nbsp;","listText":"I like it.&nbsp; Gog of ogo of ogo&nbsp;","text":"I like it. Gog of ogo of ogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258300935000256","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257972013265072,"gmtCreate":1704015485904,"gmtModify":1704015491115,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I go boy boy house ... ..&nbsp; goggoog&nbsp;","listText":"I go boy boy house ... ..&nbsp; goggoog&nbsp;","text":"I go boy boy house ... .. goggoog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257972013265072","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":193375494975616,"gmtCreate":1688262338689,"gmtModify":1688262519675,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"My Successful investment strategies for first half of 2023&nbsp;involve a combination of thorough research, analysis, and risk management. Here are some principles of the strategies involve:- Diversification: Spreading investments across various asset classes, industries, and geographies can help reduce risk. Diversification can involve investing in different stocks, bonds, exchange-traded funds (ETFs), or mutual funds. Fundamental analysis: Evaluating the financial health and performance of individual companies by analyzing factors such as revenue, earnings, debt levels, competitive advantages, and management expertise. Fundamental analysis aims to determine the intrinsic value of a stock compared to its market price. Technical analysis: Studying price patterns, historical trading data, a","listText":"My Successful investment strategies for first half of 2023&nbsp;involve a combination of thorough research, analysis, and risk management. Here are some principles of the strategies involve:- Diversification: Spreading investments across various asset classes, industries, and geographies can help reduce risk. Diversification can involve investing in different stocks, bonds, exchange-traded funds (ETFs), or mutual funds. Fundamental analysis: Evaluating the financial health and performance of individual companies by analyzing factors such as revenue, earnings, debt levels, competitive advantages, and management expertise. Fundamental analysis aims to determine the intrinsic value of a stock compared to its market price. Technical analysis: Studying price patterns, historical trading data, a","text":"My Successful investment strategies for first half of 2023 involve a combination of thorough research, analysis, and risk management. Here are some principles of the strategies involve:- Diversification: Spreading investments across various asset classes, industries, and geographies can help reduce risk. Diversification can involve investing in different stocks, bonds, exchange-traded funds (ETFs), or mutual funds. Fundamental analysis: Evaluating the financial health and performance of individual companies by analyzing factors such as revenue, earnings, debt levels, competitive advantages, and management expertise. Fundamental analysis aims to determine the intrinsic value of a stock compared to its market price. Technical analysis: Studying price patterns, historical trading data, a","images":[{"img":"https://community-static.tradeup.com/news/99beb0cd541ece5edd8ac7c9b577f764","width":"1080","height":"1180"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":1321,"commentSize":11,"repostSize":235,"link":"https://ttm.financial/post/193375494975616","isVote":1,"tweetType":1,"viewCount":7085,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"content":"Thanks for support!","text":"Thanks for support!","html":"Thanks for support!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":194405230371032,"gmtCreate":1688500146962,"gmtModify":1688512285405,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v> First of all, picking&nbsp;expiration date of an option involves considering various factors such as your trading strategy, market conditions, and the underlying asset's volatility. Understand your trading strategy: Determine your objectives, risk tolerance, and the duration of time you intend to hold the position. Different trading strategies equire different expiration dates. For example, day traders may prefer options with shorter expiration dates, while long-term investors may opt for options with longer expiration dates. Evaluate the underlying asset: Assess the volatility and expected price movement of the underlying asset. Highly volatile assets may require shorter expiration dates to","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v> First of all, picking&nbsp;expiration date of an option involves considering various factors such as your trading strategy, market conditions, and the underlying asset's volatility. Understand your trading strategy: Determine your objectives, risk tolerance, and the duration of time you intend to hold the position. Different trading strategies equire different expiration dates. For example, day traders may prefer options with shorter expiration dates, while long-term investors may opt for options with longer expiration dates. Evaluate the underlying asset: Assess the volatility and expected price movement of the underlying asset. Highly volatile assets may require shorter expiration dates to","text":"$Invesco QQQ Trust(QQQ)$ First of all, picking expiration date of an option involves considering various factors such as your trading strategy, market conditions, and the underlying asset's volatility. Understand your trading strategy: Determine your objectives, risk tolerance, and the duration of time you intend to hold the position. Different trading strategies equire different expiration dates. For example, day traders may prefer options with shorter expiration dates, while long-term investors may opt for options with longer expiration dates. Evaluate the underlying asset: Assess the volatility and expected price movement of the underlying asset. Highly volatile assets may require shorter expiration dates to","images":[{"img":"https://community-static.tradeup.com/news/ac7d98595f029612595360d160bb0be0","width":"782","height":"408"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":9,"repostSize":2,"link":"https://ttm.financial/post/194405230371032","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000340","authorId":"9000000000000340","name":"zinglee","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000340","authorIdStr":"9000000000000340"},"content":"Two of my indicators gave sell signals on AAPL today. When my third indicator confirms, it's light out for QQQ.","text":"Two of my indicators gave sell signals on AAPL today. When my third indicator confirms, it's light out for QQQ.","html":"Two of my indicators gave sell signals on AAPL today. When my third indicator confirms, it's light out for QQQ."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":197738453471376,"gmtCreate":1689310166693,"gmtModify":1689310172514,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$ &nbsp;</a> Which Stocks Will See Higher Nasdaq Weightings after rebalancing? From Wells Fargo analyst report on Tuesday, it says that&nbsp;Starbucks (SBUX), Mondelez International (MDLZ), Booking Holdings (BKNG), Gilead Sciences (GILD), Intuitive Surgical (ISRG), Analog Devices (ADI) and Automatic Data Processing (ADP) will be bigger winners from the special rebalance. (Refer to attach)&nbsp; From BoA analyst, it says that GFS, HON, CTAS, PEP, COST, CMCSA, MNST, ADP, CSCO, PCAR, ISRG, MDLZ, TMUS, CPRT, GULD will benefit from the rebalancing. (Refer to attachment)&nbsp; I will pick a few of them to bet on the ride for the rebalancing wave.","listText":"<a href=\"https://ttm.financial/S/NDX\">$NASDAQ 100(NDX)$ &nbsp;</a> Which Stocks Will See Higher Nasdaq Weightings after rebalancing? From Wells Fargo analyst report on Tuesday, it says that&nbsp;Starbucks (SBUX), Mondelez International (MDLZ), Booking Holdings (BKNG), Gilead Sciences (GILD), Intuitive Surgical (ISRG), Analog Devices (ADI) and Automatic Data Processing (ADP) will be bigger winners from the special rebalance. (Refer to attach)&nbsp; From BoA analyst, it says that GFS, HON, CTAS, PEP, COST, CMCSA, MNST, ADP, CSCO, PCAR, ISRG, MDLZ, TMUS, CPRT, GULD will benefit from the rebalancing. (Refer to attachment)&nbsp; I will pick a few of them to bet on the ride for the rebalancing wave.","text":"$NASDAQ 100(NDX)$ Which Stocks Will See Higher Nasdaq Weightings after rebalancing? From Wells Fargo analyst report on Tuesday, it says that Starbucks (SBUX), Mondelez International (MDLZ), Booking Holdings (BKNG), Gilead Sciences (GILD), Intuitive Surgical (ISRG), Analog Devices (ADI) and Automatic Data Processing (ADP) will be bigger winners from the special rebalance. (Refer to attach) From BoA analyst, it says that GFS, HON, CTAS, PEP, COST, CMCSA, MNST, ADP, CSCO, PCAR, ISRG, MDLZ, TMUS, CPRT, GULD will benefit from the rebalancing. (Refer to attachment) I will pick a few of them to bet on the ride for the rebalancing wave.","images":[{"img":"https://community-static.tradeup.com/news/26bdd48c51b3531e98e8378567851a8f","width":"1999","height":"875"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":201,"commentSize":6,"repostSize":16,"link":"https://ttm.financial/post/197738453471376","isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274803156147","authorId":"3479274803156147","name":"0billionaire","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274803156147","authorIdStr":"3479274803156147"},"content":"The trick will be surviving whatever happens between now and whenever the Fed starts cutting the interest rate.","text":"The trick will be surviving whatever happens between now and whenever the Fed starts cutting the interest rate.","html":"The trick will be surviving whatever happens between now and whenever the Fed starts cutting the interest rate."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":194670066454552,"gmtCreate":1688546795370,"gmtModify":1688548823444,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"How to trade in second half of 2023&nbsp; The&nbsp;following information provides a general view of the bull and bear perspectives for the second half of 2023 in the US stock market, but it does not guarantee future market performance. Please do your own due diligence.&nbsp; Bull View: Economic Growth: The bull case for the US stock market in the second half of 2023 revolves around continued economic growth. If the economy remains robust, with positive GDP growth, low unemployment rates, and rising consumer confidence, it can drive corporate earnings and support stock prices. Fiscal and Monetary Policies: Accommodative fiscal and monetary policies can be favorable for the stock market. If the Federal Reserve maintains a dovish stance by keeping interest rates low and continuing its asset p","listText":"How to trade in second half of 2023&nbsp; The&nbsp;following information provides a general view of the bull and bear perspectives for the second half of 2023 in the US stock market, but it does not guarantee future market performance. Please do your own due diligence.&nbsp; Bull View: Economic Growth: The bull case for the US stock market in the second half of 2023 revolves around continued economic growth. If the economy remains robust, with positive GDP growth, low unemployment rates, and rising consumer confidence, it can drive corporate earnings and support stock prices. Fiscal and Monetary Policies: Accommodative fiscal and monetary policies can be favorable for the stock market. If the Federal Reserve maintains a dovish stance by keeping interest rates low and continuing its asset p","text":"How to trade in second half of 2023 The following information provides a general view of the bull and bear perspectives for the second half of 2023 in the US stock market, but it does not guarantee future market performance. Please do your own due diligence. Bull View: Economic Growth: The bull case for the US stock market in the second half of 2023 revolves around continued economic growth. If the economy remains robust, with positive GDP growth, low unemployment rates, and rising consumer confidence, it can drive corporate earnings and support stock prices. Fiscal and Monetary Policies: Accommodative fiscal and monetary policies can be favorable for the stock market. If the Federal Reserve maintains a dovish stance by keeping interest rates low and continuing its asset p","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":15,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/194670066454552","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195095569117440,"gmtCreate":1688656355094,"gmtModify":1688656693706,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"I foresee the next company that can achieve Trillion dollar worth is Tesla. Below are some of the reason being:- (a)&nbsp;Electric Vehicle Market Leadership: Tesla has established itself as a leader in the electric vehicle (EV) market, with a strong brand presence and a reputation for innovative technology. The global shift toward sustainable transportation and the increasing adoption of EVs present significant growth opportunities for Tesla. As the market leader, Tesla can capitalize on this trend and expand its market share. (b)&nbsp;Technological Advancements: Tesla's commitment to technological advancements, particularly in battery technology and autonomous driving, sets it apart from competitors. Continued innovations in these areas can enhance the performance, range, and safety of Te","listText":"I foresee the next company that can achieve Trillion dollar worth is Tesla. Below are some of the reason being:- (a)&nbsp;Electric Vehicle Market Leadership: Tesla has established itself as a leader in the electric vehicle (EV) market, with a strong brand presence and a reputation for innovative technology. The global shift toward sustainable transportation and the increasing adoption of EVs present significant growth opportunities for Tesla. As the market leader, Tesla can capitalize on this trend and expand its market share. (b)&nbsp;Technological Advancements: Tesla's commitment to technological advancements, particularly in battery technology and autonomous driving, sets it apart from competitors. Continued innovations in these areas can enhance the performance, range, and safety of Te","text":"I foresee the next company that can achieve Trillion dollar worth is Tesla. Below are some of the reason being:- (a) Electric Vehicle Market Leadership: Tesla has established itself as a leader in the electric vehicle (EV) market, with a strong brand presence and a reputation for innovative technology. The global shift toward sustainable transportation and the increasing adoption of EVs present significant growth opportunities for Tesla. As the market leader, Tesla can capitalize on this trend and expand its market share. (b) Technological Advancements: Tesla's commitment to technological advancements, particularly in battery technology and autonomous driving, sets it apart from competitors. Continued innovations in these areas can enhance the performance, range, and safety of Te","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":11,"repostSize":2,"link":"https://ttm.financial/post/195095569117440","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195995233681560,"gmtCreate":1688887940829,"gmtModify":1688888143606,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"When analyzing the latest CPI data, here are some key factors to consider: Inflation Rate: Look at the overall inflation rate to understand the pace of price changes in the economy. Compare the current inflation rate with previous periods to identify any significant shifts or trends. Core CPI: Analyze the core CPI, which excludes volatile components such as food and energy prices. Assess the underlying inflationary pressures in the economy by considering the core CPI trends alongside the overall CPI trends. Components of CPI: Examine the individual components of the CPI to identify sectors or categories that are driving inflation. Look for any notable price changes in specific goods or services and assess their impact on the overall index. Month-on-Month and Year-on-Year Changes: Analyze t","listText":"When analyzing the latest CPI data, here are some key factors to consider: Inflation Rate: Look at the overall inflation rate to understand the pace of price changes in the economy. Compare the current inflation rate with previous periods to identify any significant shifts or trends. Core CPI: Analyze the core CPI, which excludes volatile components such as food and energy prices. Assess the underlying inflationary pressures in the economy by considering the core CPI trends alongside the overall CPI trends. Components of CPI: Examine the individual components of the CPI to identify sectors or categories that are driving inflation. Look for any notable price changes in specific goods or services and assess their impact on the overall index. Month-on-Month and Year-on-Year Changes: Analyze t","text":"When analyzing the latest CPI data, here are some key factors to consider: Inflation Rate: Look at the overall inflation rate to understand the pace of price changes in the economy. Compare the current inflation rate with previous periods to identify any significant shifts or trends. Core CPI: Analyze the core CPI, which excludes volatile components such as food and energy prices. Assess the underlying inflationary pressures in the economy by considering the core CPI trends alongside the overall CPI trends. Components of CPI: Examine the individual components of the CPI to identify sectors or categories that are driving inflation. Look for any notable price changes in specific goods or services and assess their impact on the overall index. Month-on-Month and Year-on-Year Changes: Analyze t","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":15,"repostSize":0,"link":"https://ttm.financial/post/195995233681560","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"content":"Expectation 3.1%, i bet it will lower or remain.","text":"Expectation 3.1%, i bet it will lower or remain.","html":"Expectation 3.1%, i bet it will lower or remain."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194486864343288,"gmtCreate":1688520305841,"gmtModify":1688520317265,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"title":"How to choose Expiration date of an Option ","htmlText":"First of all, picking expiration date of an option involves considering various factors such as your trading strategy, market conditions, and the underlying asset's volatility. Understand your trading strategy: Determine your objectives, risk tolerance, and the duration of time you intend to hold the position. Different trading strategies equire different expiration dates. For example, day traders may prefer options with shorter expiration dates, while long-term investors may opt for options with longer expiration dates. Evaluate the underlying asset: Assess the volatility and expected price movement of the underlying asset. Highly volatile assets may require shorter expiration dates to capture price fluctuations, while stable assets may be better suited for longer-term options. Consider u","listText":"First of all, picking expiration date of an option involves considering various factors such as your trading strategy, market conditions, and the underlying asset's volatility. Understand your trading strategy: Determine your objectives, risk tolerance, and the duration of time you intend to hold the position. Different trading strategies equire different expiration dates. For example, day traders may prefer options with shorter expiration dates, while long-term investors may opt for options with longer expiration dates. Evaluate the underlying asset: Assess the volatility and expected price movement of the underlying asset. Highly volatile assets may require shorter expiration dates to capture price fluctuations, while stable assets may be better suited for longer-term options. Consider u","text":"First of all, picking expiration date of an option involves considering various factors such as your trading strategy, market conditions, and the underlying asset's volatility. Understand your trading strategy: Determine your objectives, risk tolerance, and the duration of time you intend to hold the position. Different trading strategies equire different expiration dates. For example, day traders may prefer options with shorter expiration dates, while long-term investors may opt for options with longer expiration dates. Evaluate the underlying asset: Assess the volatility and expected price movement of the underlying asset. Highly volatile assets may require shorter expiration dates to capture price fluctuations, while stable assets may be better suited for longer-term options. Consider u","images":[{"img":"https://community-static.tradeup.com/news/ea2265d0c4094092a83750d69db8ee0a","width":"1080","height":"562"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":16,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/194486864343288","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":9088088416,"gmtCreate":1650290584450,"gmtModify":1676534687886,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$</a>&nbsp;lai a","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$</a>&nbsp;lai a","text":"$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$ lai a","images":[{"img":"https://community-static.tradeup.com/news/d9a4a7b8dd1e1e4a8f71c62c6723c75d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088088416","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018791822,"gmtCreate":1649085639374,"gmtModify":1676534448082,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$</a>&nbsp;last Friday buy the dip","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$</a>&nbsp;last Friday buy the dip","text":"$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$ last Friday buy the dip","images":[{"img":"https://community-static.tradeup.com/news/7f0f2af550ee321caf6153f36f81e01f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018791822","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881710040,"gmtCreate":1631404660580,"gmtModify":1676530540550,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BUYZ\">$Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF(BUYZ)$</a>&nbsp;many good company here","listText":"<a href=\"https://laohu8.com/S/BUYZ\">$Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF(BUYZ)$</a>&nbsp;many good company here","text":"$Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF(BUYZ)$ many good company here","images":[{"img":"https://static.tigerbbs.com/04a35b90c12e215d16e465b9a7d9068f","width":"1080","height":"3283"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881710040","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":839685111,"gmtCreate":1629156813333,"gmtModify":1676529946056,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;happy can add Tesla last night&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;happy can add Tesla last night&nbsp;","text":"$Tesla Motors(TSLA)$ happy can add Tesla last night","images":[{"img":"https://static.tigerbbs.com/06bf1469760603835fe07bc2ccf3245f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839685111","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146059929,"gmtCreate":1626045980161,"gmtModify":1703752152008,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>will continually uptrend??&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>will continually uptrend??&nbsp;","text":"$Amazon.com(AMZN)$will continually uptrend??","images":[{"img":"https://static.tigerbbs.com/bcdd01cf98b9da6d3443224ac0538a90","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146059929","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9904292860,"gmtCreate":1660050038452,"gmtModify":1703477323840,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>NOooooo","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>NOooooo","text":"$Unity Software Inc.(U)$NOooooo","images":[{"img":"https://community-static.tradeup.com/news/913357c3c6681dac2729f1666bc77ff8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904292860","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069471044,"gmtCreate":1651359443257,"gmtModify":1676534892882,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FAS\">$Direxion Daily Financial Bull 3x Shares(FAS)$</a>fas","listText":"<a href=\"https://ttm.financial/S/FAS\">$Direxion Daily Financial Bull 3x Shares(FAS)$</a>fas","text":"$Direxion Daily Financial Bull 3x Shares(FAS)$fas","images":[{"img":"https://community-static.tradeup.com/news/dc15ea4572a83de0282796f877341ea2","width":"1080","height":"3340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9069471044","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016232938,"gmtCreate":1649200381968,"gmtModify":1676534467199,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VZ\">$VERIZON COMMUNICATIONS INC(VZ)$</a>&nbsp;today market drop, this is up","listText":"<a href=\"https://ttm.financial/S/VZ\">$VERIZON COMMUNICATIONS INC(VZ)$</a>&nbsp;today market drop, this is up","text":"$VERIZON COMMUNICATIONS INC(VZ)$ today market drop, this is up","images":[{"img":"https://community-static.tradeup.com/news/61ac28956a073cc698cec96d6443f373","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016232938","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011750714,"gmtCreate":1648942893048,"gmtModify":1676534423859,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$</a>&nbsp;just added","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$</a>&nbsp;just added","text":"$Direxion Daily Semiconductor Bull 3X Shares(SOXL)$ just added","images":[{"img":"https://community-static.tradeup.com/news/8d07b353f7b947d1d3944f5dad42b045","width":"1080","height":"3340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011750714","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9010674328,"gmtCreate":1648375743311,"gmtModify":1676534332350,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Nice! Both i hold and definitely alphabet is the clear winner&nbsp;","listText":"Nice! Both i hold and definitely alphabet is the clear winner&nbsp;","text":"Nice! Both i hold and definitely alphabet is the clear winner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010674328","repostId":"2221071429","repostType":2,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></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\" 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Meta: One Is The Much Better Buy</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\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4525":"远程办公概念","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念","BK4566":"资本集团","BK4573":"虚拟现实","BK4548":"巴美列捷福持仓","BK4508":"社交媒体","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274772637387","authorId":"3479274772637387","name":"Liang0020","avatar":"https://static.tigerbbs.com/b236fdccfdb0530242ae425de1d77179","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274772637387","authorIdStr":"3479274772637387"},"content":"Can you share your strategies of investment with us? I judge the situation of stock by macr-economy and can't get satisfying gains.","text":"Can you share your strategies of investment with us? I judge the situation of stock by macr-economy and can't get satisfying gains.","html":"Can you share your strategies of investment with us? I judge the situation of stock by macr-economy and can't get satisfying gains."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003569692,"gmtCreate":1641011298253,"gmtModify":1676533564882,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"Grear, i held 3 of them now&nbsp;","listText":"Grear, i held 3 of them now&nbsp;","text":"Grear, i held 3 of them now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003569692","repostId":"2195412163","repostType":2,"repost":{"id":"2195412163","pubTimestamp":1640954142,"share":"https://ttm.financial/m/news/2195412163?lang=&edition=fundamental","pubTime":"2021-12-31 20:35","market":"us","language":"en","title":"As the Sun Sets on 2021, These 5 Stocks Are My Highest-Conviction Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2195412163","media":"Motley Fool","summary":"Start the new year off on solid footing with these companies that are not only built to last but also poised to keep growing.","content":"<html><head></head><body><p>Are you still on the hunt for some core long-term holdings to start the new year? Names you can have every confidence in no matter what might happen to the broad market? If so, keep reading. Below are my top-five foundational picks for almost any portfolio as 2021 transitions into 2022. In no particular order...</p><h2>Alphabet</h2><p>You know the company. <b>Alphabet</b> (NASDAQ:GOOG) (NASDAQ:GOOGL) is of course parent to search engine behemoth Google and online video venue YouTube. It&#39;s got some other revenue-bearing projects in its collection as well, but those two platforms alone account for about 80% of its total business. More than that, both platforms&#39; business is pretty darn secure. Data from GlobalStats suggests Google handles more than 90% of the world&#39;s web searches -- a statistic that&#39;s held steady for a decade. And although it&#39;s anything but a traditional streaming service like <b>Netflix</b> or <b>Disney</b>+, YouTube has worked its way into our living rooms as a preferred entertainment destination. Numbers from <b>Nielsen</b> posted earlier this year indicate that U.S. consumers are streaming about as much YouTube content as Netflix content, and streaming a heck of a lot more YouTube content than Disney content.</p><p>Credit that viewership to YouTube&#39;s 2 billion regular monthly users collectively watching more than 1 billion worth of YouTube videos every single day. The watch-anything format works!</p><h2>Shopify</h2><p><b>Amazon</b> may have pioneered and then mainstreamed the idea of online shopping. But, its business model was and still is far from perfect. The bigger it gets, the more complicated and impersonal the site becomes. And, if it wants to continue growing, eventually it will have to compete with its own third-party sellers as well as pit them against one another.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/733fc433da3326538663dd5e53b05762\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Enter <b>Shopify</b> (NASDAQ:SHOP), the un-Amazon. Rather than restricting an online seller&#39;s options to Amazon&#39;s online storefronts, Shopify gives merchants a means of building their own stores their own way. As of the latest tally, more than 1.7 million business use Shopify&#39;s online selling tools.</p><p>That&#39;s just the beginning, however, as many small businesses have yet to discover this friendlier alternative. Last quarter&#39;s top line grew 46% year over year, extending what&#39;s become a well-established uptrend.</p><h2>Walmart</h2><p>At the other end of the size spectrum sits <b>Walmart</b> (NYSE:WMT), the reason many small brick-and-mortar businesses had to turn to e-commerce to survive, yet a disadvantaged competitor to Amazon as well. Walmart&#39;s brick-and-mortar retail empire didn&#39;t seem equipped to deal either with Amazon or with the armada of newly empowered small merchants that have gone online.</p><p>The world&#39;s biggest brick-and-mortar retailer isn&#39;t as helpless now as it was just a few years ago though. Indeed, it&#39;s turned everything around, leveraging its physical footprint with its growing online reach. While it still only does a fraction of the e-commerce business Amazon does, this year&#39;s third-quarter online sales rolled in 87% better than 2019&#39;s pre-pandemic total. That growth extended a long-standing streak of improvement as well.</p><p>It&#39;s also just the beginning of Walmart&#39;s melding of its online and offline operations into a powerful platform, however. The company announced in February that it intended to invest on the order of $14 billion in its supply chain, automation, and other customer-centric technologies over the course of the coming months. These investments should start to bear fruit in 2022.</p><h2>Verizon</h2><p>If you&#39;re looking only for high-growth prospects, take a pass on <b>Verizon Communications</b> (NYSE:VZ). Before you dismiss the idea altogether though, might I make a plea to even the most growth-minded investors that there&#39;s a lot to be said for generating reliable dividend income? That&#39;s true even if you&#39;re only looking for recurring cash injections to buy more growth stocks with.</p><p>Despite the low interest rate environment we&#39;re in now, not every dividend-paying stock&#39;s yield has been whittled back to reflect this dynamic. Verizon currently sports an above-average yield of nearly 4.9%  -- based on a dividend, I might add, that&#39;s been paid like clockwork in every quarter since 2000 when Verizon came into existence via the merger of <a href=\"https://laohu8.com/S/GTEDA.AU\">GTE</a> and Bell Atlantic. The dividend payment&#39;s also been raised at least a little bit every year since 2007. That doesn&#39;t qualify the stock for Dividend Aristocrat status yet, but given the nature of its business (consumers aren&#39;t about to stop using mobile phones now!), that possibility is certainly on the radar.</p><h2>Nvidia</h2><p>Finally, computer technology outfit <b>Nvidia</b> (NASDAQ:NVDA) has earned a spot on my high-conviction stock list for 2022.</p><p>You may know it first and foremost as a video-gaming hardware name, and the company still does plenty of video gaming business to be sure. In fact, video gaming hardware sales was its biggest business last quarter, accounting for 45% of its top line.</p><p>There&#39;s another venture that will eventually drive much more revenue for Nvidia than video games though. That&#39;s data centers, and data centers dedicated to artificial intelligence (AI) applications in particular. As it turns out, the same technological architecture that&#39;s well-suited for handling the intense graphical display needs of video games is also ideal for the intense number-crunching being done for AI purposes. And, Nvidia is now building this hardware from the ground up with artificial intelligence in mind. That&#39;s a big reason why nearly 70% of the world&#39;s supercomputers currently in use are powered by Nvidia&#39;s tech.</p><p>The world&#39;s only scratched the surface of the AI evolution, however. Technology market research company IDC believes the AI hardware market will swell from this year&#39;s $85 billion to $200 billion in 2025. Even winning a fraction of that business would be an enormous boon for Nvidia.</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>As the Sun Sets on 2021, These 5 Stocks Are My Highest-Conviction Holdings</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\">\nAs the Sun Sets on 2021, These 5 Stocks Are My Highest-Conviction Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 20:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/31/as-the-sun-sets-on-2021-these-5-stocks-my-highest/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are you still on the hunt for some core long-term holdings to start the new year? Names you can have every confidence in no matter what might happen to the broad market? If so, keep reading. Below are...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/as-the-sun-sets-on-2021-these-5-stocks-my-highest/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","VZ":"威瑞森","NVDA":"英伟达","GOOGL":"谷歌A","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/12/31/as-the-sun-sets-on-2021-these-5-stocks-my-highest/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195412163","content_text":"Are you still on the hunt for some core long-term holdings to start the new year? Names you can have every confidence in no matter what might happen to the broad market? If so, keep reading. Below are my top-five foundational picks for almost any portfolio as 2021 transitions into 2022. In no particular order...AlphabetYou know the company. Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is of course parent to search engine behemoth Google and online video venue YouTube. It's got some other revenue-bearing projects in its collection as well, but those two platforms alone account for about 80% of its total business. More than that, both platforms' business is pretty darn secure. Data from GlobalStats suggests Google handles more than 90% of the world's web searches -- a statistic that's held steady for a decade. And although it's anything but a traditional streaming service like Netflix or Disney+, YouTube has worked its way into our living rooms as a preferred entertainment destination. Numbers from Nielsen posted earlier this year indicate that U.S. consumers are streaming about as much YouTube content as Netflix content, and streaming a heck of a lot more YouTube content than Disney content.Credit that viewership to YouTube's 2 billion regular monthly users collectively watching more than 1 billion worth of YouTube videos every single day. The watch-anything format works!ShopifyAmazon may have pioneered and then mainstreamed the idea of online shopping. But, its business model was and still is far from perfect. The bigger it gets, the more complicated and impersonal the site becomes. And, if it wants to continue growing, eventually it will have to compete with its own third-party sellers as well as pit them against one another.Image source: Getty Images.Enter Shopify (NASDAQ:SHOP), the un-Amazon. Rather than restricting an online seller's options to Amazon's online storefronts, Shopify gives merchants a means of building their own stores their own way. As of the latest tally, more than 1.7 million business use Shopify's online selling tools.That's just the beginning, however, as many small businesses have yet to discover this friendlier alternative. Last quarter's top line grew 46% year over year, extending what's become a well-established uptrend.WalmartAt the other end of the size spectrum sits Walmart (NYSE:WMT), the reason many small brick-and-mortar businesses had to turn to e-commerce to survive, yet a disadvantaged competitor to Amazon as well. Walmart's brick-and-mortar retail empire didn't seem equipped to deal either with Amazon or with the armada of newly empowered small merchants that have gone online.The world's biggest brick-and-mortar retailer isn't as helpless now as it was just a few years ago though. Indeed, it's turned everything around, leveraging its physical footprint with its growing online reach. While it still only does a fraction of the e-commerce business Amazon does, this year's third-quarter online sales rolled in 87% better than 2019's pre-pandemic total. That growth extended a long-standing streak of improvement as well.It's also just the beginning of Walmart's melding of its online and offline operations into a powerful platform, however. The company announced in February that it intended to invest on the order of $14 billion in its supply chain, automation, and other customer-centric technologies over the course of the coming months. These investments should start to bear fruit in 2022.VerizonIf you're looking only for high-growth prospects, take a pass on Verizon Communications (NYSE:VZ). Before you dismiss the idea altogether though, might I make a plea to even the most growth-minded investors that there's a lot to be said for generating reliable dividend income? That's true even if you're only looking for recurring cash injections to buy more growth stocks with.Despite the low interest rate environment we're in now, not every dividend-paying stock's yield has been whittled back to reflect this dynamic. Verizon currently sports an above-average yield of nearly 4.9%  -- based on a dividend, I might add, that's been paid like clockwork in every quarter since 2000 when Verizon came into existence via the merger of GTE and Bell Atlantic. The dividend payment's also been raised at least a little bit every year since 2007. That doesn't qualify the stock for Dividend Aristocrat status yet, but given the nature of its business (consumers aren't about to stop using mobile phones now!), that possibility is certainly on the radar.NvidiaFinally, computer technology outfit Nvidia (NASDAQ:NVDA) has earned a spot on my high-conviction stock list for 2022.You may know it first and foremost as a video-gaming hardware name, and the company still does plenty of video gaming business to be sure. In fact, video gaming hardware sales was its biggest business last quarter, accounting for 45% of its top line.There's another venture that will eventually drive much more revenue for Nvidia than video games though. That's data centers, and data centers dedicated to artificial intelligence (AI) applications in particular. As it turns out, the same technological architecture that's well-suited for handling the intense graphical display needs of video games is also ideal for the intense number-crunching being done for AI purposes. And, Nvidia is now building this hardware from the ground up with artificial intelligence in mind. That's a big reason why nearly 70% of the world's supercomputers currently in use are powered by Nvidia's tech.The world's only scratched the surface of the AI evolution, however. Technology market research company IDC believes the AI hardware market will swell from this year's $85 billion to $200 billion in 2025. Even winning a fraction of that business would be an enormous boon for Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881133117,"gmtCreate":1631315378539,"gmtModify":1676530525042,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;newly addd..&nbsp;","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>&nbsp;newly addd..&nbsp;","text":"$ChargePoint Holdings Inc.(CHPT)$ newly addd..","images":[{"img":"https://static.tigerbbs.com/a1fc60ca53dc1b188e84a1fe75e963ee","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/881133117","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":818003108,"gmtCreate":1630363971004,"gmtModify":1676530278822,"author":{"id":"3573214297634226","authorId":"3573214297634226","name":"xshinado","avatar":"https://static.tigerbbs.com/83a097d6ac89fcfa0e00dc4ec008a62d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573214297634226","authorIdStr":"3573214297634226"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;handsome...&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;handsome...&nbsp;","text":"$Apple(AAPL)$ handsome...","images":[{"img":"https://static.tigerbbs.com/ac513b864b800ffa025c6dd221bcde8f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818003108","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}