肥仔潜力股 personal page - To The Moon

肥仔潜力股

肥仔潜力股

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肥仔潜力股

2021-12-25

Pltr to the moon!

$Palantir Technologies Inc.(PLTR)$trust the process! LFG PLTR!!

Pltr to the moon!

肥仔潜力股

2021-07-21

$Stevanato Group S.p.A.(STVN)$wonder what happened. Sudden sharp drop

肥仔潜力股

2021-07-01

Yayyyyy

肥仔潜力股

2021-06-12

Cool

Sorry, the original content has been removed

肥仔潜力股

2021-06-12

Wow

The Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans

肥仔潜力股

2021-06-12

Woots

Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.

肥仔潜力股

2021-06-12

Nice

KKR Expands Aircraft Lending, Buying $800 Million CIT Portfolio

肥仔潜力股

2021-06-11

stocksplit!

Amazon Is Looking For Head Of Blockchain With Experience In Decentralized Finance

肥仔潜力股

2021-06-11

amazon stocksplit please.

Prediction: Amazon Will Hit $10,000 by 2025

肥仔潜力股

2021-06-11

not in meme stock but hold to all diamond hands!

Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big

肥仔潜力股

2021-06-11

?

Making Money in the Stock Market Is Easy -- If You Avoid This 1 Thing

肥仔潜力股

2021-05-26

Come on people, learn to DCA and stop whining about your losses and waiting for people to rescue you.If you had DCA-ed back then, you would've been in profits by now! by now you should know, no one will save you except yourself! DCA or continue bagholding! Cheers to all who DCA-ed, and ? to all who only want to be rescued. $Microvision(MVIS)$$Tesla Motors(TSLA)$$GameStop(GME)$

肥仔潜力股

2021-05-06

Why are there people who wont DCA their shares when they bought it at a high price, yet want others to help/rescue them? No one is going to help you except yourself. The stock market is a warzone! $Microvision(MVIS)$$GameStop(GME)$$Tesla Motors(TSLA)$

肥仔潜力股

2021-04-27

$Altimeter Growth Corp.(AGC)$can we see $14-$15?

肥仔潜力股

2021-04-20

$Altimeter Growth Corp.(AGC)$for such a high valuation company.. 12-13 seems like a good entry point. Just hope the merge gets the full green light!

肥仔潜力股

2021-04-12

$Tesla Motors(TSLA)$guess how many shares!

Go to Tiger App to see more news

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Sudden sharp drop","images":[{"img":"https://static.tigerbbs.com/5610b1cb42c0244c2919ef8da6e18497","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176676459","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151825976,"gmtCreate":1625072736095,"gmtModify":1703735614422,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Yayyyyy","listText":"Yayyyyy","text":"Yayyyyy","images":[{"img":"https://static.tigerbbs.com/231f9ce450ed628df9c5619ca9a48e82","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151825976","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188668753,"gmtCreate":1623433232772,"gmtModify":1704203711160,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668753","repostId":"2142270837","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188668412,"gmtCreate":1623433220336,"gmtModify":1704203710999,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668412","repostId":"1114257617","repostType":4,"repost":{"id":"1114257617","kind":"news","pubTimestamp":1623425495,"share":"https://ttm.financial/m/news/1114257617?lang=&edition=fundamental","pubTime":"2021-06-11 23:31","market":"us","language":"en","title":"The Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans","url":"https://stock-news.laohu8.com/highlight/detail?id=1114257617","media":"zerohedge","summary":"For the past several months we have warned about the pernicious effects soaring prices are having on","content":"<p>For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": Hyperinflation Fears Are Soaring Across America\"), prompting even otherwise boring sellside research to get&nbsp; (hyper) exciting, with Deutsche Bank (which warned this week that \"Inflation Is About To Explode \"Leaving Global Economies Sitting On A Time Bomb\"\") and Bank of America (which \"Just Threw Up All Over The Fed's \"Transitory\" Argument\") now openly claiming that<i>the Fed is wrong</i>, and the US is facing an unprecedented period of far higher, non-transitory inflation, with DB going so far as towarn<i>\"policymakers will face the most challenging years since the Volcker/Reagan period in the 1980s.\"</i></p>\n<p>But none of this has spooked the Fed into conceding - or believing - that inflation is anything more than transitory. And maybe just this once, the Fed has a point because all else equal, by which we mean lack of rising wages, the best cure to higher prices is, well... higher prices.</p>\n<p><b>Presenting Exhibit A</b>: two weeks ago,we observed that anticipatingan end to Biden's stimmy bonanza end and that soon they will have to live again within their means, Americans' buying intentions (6 months from today) as measured by the Conference Board, had cratered across the 3 major spending categories: homes, automobiles and major household appliances.</p>\n<p><img src=\"https://static.tigerbbs.com/440125680ea111da38a7c9adbc47f811\" tg-width=\"500\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p>The drop was so massive, it amounted to the biggest one-month drop in intentions to purchase appliances...</p>\n<p><img src=\"https://static.tigerbbs.com/483ef9fdbbe4fe34fc94863262839a85\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>\n<p>... and homes...</p>\n<p><img src=\"https://static.tigerbbs.com/ea40a948d838e7eaa00fbde1f60e1906\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>\n<p>This confirms what wenoted earlier, namely a record divergence between crashing homebuyer confidence (due to record home prices) and soaring homebuilder confidence (also due to record home prices). Guess which one will matter in the end.</p>\n<p><img src=\"https://static.tigerbbs.com/a49f04b77740aab4ba75d00085dd8ada\" tg-width=\"500\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>Fast forward to today when we just got<b>Exhibit B: the June UMichigan Sentiment Survey.</b></p>\n<p>While there wassome good news here, in that inflation expectations for both the 1-year and 5-10 look ahead periods dropped slightly...</p>\n<p><img src=\"https://static.tigerbbs.com/6f0cf98553bfedc6500457c9aa3cbe0f\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>... what we found more concerning is what chief economist, Richard Curtin said namely that since \"Rising inflation remained a top concern of consumers\", the spontaneous references to market prices for homes, vehicles, and household durables fell to their worst level since the all-time record in November 1974.</p>\n<p>And as Curtin adds, \"<b>these unfavorable perceptions of market prices reduced overall buying attitudes for vehicles and homes to their lowest point since 1982.</b>These declines were especially sharp among those with incomes in the top third, who account for more than half of the dollar volume of retail sales.\"</p>\n<p>This can be seen in the following chart showing records across the board for \"bad buying conditions\" due to high prices for houses, durable goods and autos. In other words, due to soarking prices is America is going on a buyers' strike.</p>\n<p><img src=\"https://static.tigerbbs.com/b46f5f27af1090c20579d573274a9f52\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p>\n<p>This, for better or worse,<b>screams not only stagflation but also permanently higher prices,</b>as Curting elaborates:</p>\n<blockquote>\n <i>... in the emergence from the pandemic, consumers are temporarily less sensitive to prices due to pent-up demand and record savings as well as improved job and income prospects.</i> \n <i><b>The acceptance of price increases as due to the pandemic, makes inflationary psychology more likely to gain a foothold if the exit is lengthy.</b></i>\n</blockquote>\n<p>The problem: sooner or laters the stimmies will end, but prices by then will already be fixed higher, and good luck trying to pull them down.</p>\n<blockquote>\n <i>While expansive monetary and fiscal policies are still warranted, the accompanying rise in inflation will cause uneven distributional impacts. Those impacts have already been noticed in June among the elderly and lower income households. A shift in the Fed's policy language could douse any incipient inflationary psychology, it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead.</i>\n</blockquote>\n<p>Oh, and for those saying wage hikes may be permanent we have some bad news: employers know very well that the extended unemployment benefits bonanza ends in September at which point millions of currently unemployed workers will flood back into the labor force sending wages sharply lower, and is why instead of raising base pay, most potential employers offer one-time bonuses, which - as the name implies - are one-time. As for higher wage pressures, well... just wait until October when everything reverses, Uncle Sam is no longer a better paying competitor to the US private sector, and wages slump.</p>\n<p>What does that mean for the economy? Well, all those producers and retailers who got used to bumper demand and pushed their prices sharply and not so sharply higher, will face a stark choice: either drag prices right back down, or sell far fewer goods and services. That, or just await the next bailout.</p>\n<p>One thing is certain:<b>six months from today, the US economy will be far, far uglier.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans</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\">\nThe Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114257617","content_text":"For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": Hyperinflation Fears Are Soaring Across America\"), prompting even otherwise boring sellside research to get  (hyper) exciting, with Deutsche Bank (which warned this week that \"Inflation Is About To Explode \"Leaving Global Economies Sitting On A Time Bomb\"\") and Bank of America (which \"Just Threw Up All Over The Fed's \"Transitory\" Argument\") now openly claiming thatthe Fed is wrong, and the US is facing an unprecedented period of far higher, non-transitory inflation, with DB going so far as towarn\"policymakers will face the most challenging years since the Volcker/Reagan period in the 1980s.\"\nBut none of this has spooked the Fed into conceding - or believing - that inflation is anything more than transitory. And maybe just this once, the Fed has a point because all else equal, by which we mean lack of rising wages, the best cure to higher prices is, well... higher prices.\nPresenting Exhibit A: two weeks ago,we observed that anticipatingan end to Biden's stimmy bonanza end and that soon they will have to live again within their means, Americans' buying intentions (6 months from today) as measured by the Conference Board, had cratered across the 3 major spending categories: homes, automobiles and major household appliances.\n\nThe drop was so massive, it amounted to the biggest one-month drop in intentions to purchase appliances...\n\n... and homes...\n\nThis confirms what wenoted earlier, namely a record divergence between crashing homebuyer confidence (due to record home prices) and soaring homebuilder confidence (also due to record home prices). Guess which one will matter in the end.\n\nFast forward to today when we just gotExhibit B: the June UMichigan Sentiment Survey.\nWhile there wassome good news here, in that inflation expectations for both the 1-year and 5-10 look ahead periods dropped slightly...\n\n... what we found more concerning is what chief economist, Richard Curtin said namely that since \"Rising inflation remained a top concern of consumers\", the spontaneous references to market prices for homes, vehicles, and household durables fell to their worst level since the all-time record in November 1974.\nAnd as Curtin adds, \"these unfavorable perceptions of market prices reduced overall buying attitudes for vehicles and homes to their lowest point since 1982.These declines were especially sharp among those with incomes in the top third, who account for more than half of the dollar volume of retail sales.\"\nThis can be seen in the following chart showing records across the board for \"bad buying conditions\" due to high prices for houses, durable goods and autos. In other words, due to soarking prices is America is going on a buyers' strike.\n\nThis, for better or worse,screams not only stagflation but also permanently higher prices,as Curting elaborates:\n\n... in the emergence from the pandemic, consumers are temporarily less sensitive to prices due to pent-up demand and record savings as well as improved job and income prospects.\nThe acceptance of price increases as due to the pandemic, makes inflationary psychology more likely to gain a foothold if the exit is lengthy.\n\nThe problem: sooner or laters the stimmies will end, but prices by then will already be fixed higher, and good luck trying to pull them down.\n\nWhile expansive monetary and fiscal policies are still warranted, the accompanying rise in inflation will cause uneven distributional impacts. Those impacts have already been noticed in June among the elderly and lower income households. A shift in the Fed's policy language could douse any incipient inflationary psychology, it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead.\n\nOh, and for those saying wage hikes may be permanent we have some bad news: employers know very well that the extended unemployment benefits bonanza ends in September at which point millions of currently unemployed workers will flood back into the labor force sending wages sharply lower, and is why instead of raising base pay, most potential employers offer one-time bonuses, which - as the name implies - are one-time. As for higher wage pressures, well... just wait until October when everything reverses, Uncle Sam is no longer a better paying competitor to the US private sector, and wages slump.\nWhat does that mean for the economy? Well, all those producers and retailers who got used to bumper demand and pushed their prices sharply and not so sharply higher, will face a stark choice: either drag prices right back down, or sell far fewer goods and services. That, or just await the next bailout.\nOne thing is certain:six months from today, the US economy will be far, far uglier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188668626,"gmtCreate":1623433207365,"gmtModify":1704203710514,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Woots","listText":"Woots","text":"Woots","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668626","repostId":"1135185071","repostType":4,"repost":{"id":"1135185071","kind":"news","pubTimestamp":1623425954,"share":"https://ttm.financial/m/news/1135185071?lang=&edition=fundamental","pubTime":"2021-06-11 23:39","market":"us","language":"en","title":"Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</p>","source":"lsy1610680873436","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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</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\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188668175,"gmtCreate":1623433194497,"gmtModify":1704203710189,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668175","repostId":"2142572209","repostType":4,"repost":{"id":"2142572209","kind":"news","pubTimestamp":1623426300,"share":"https://ttm.financial/m/news/2142572209?lang=&edition=fundamental","pubTime":"2021-06-11 23:45","market":"us","language":"en","title":"KKR Expands Aircraft Lending, Buying $800 Million CIT Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2142572209","media":"Bloomberg","summary":"(Bloomberg) -- KKR & Co. has acquired an almost $800 million loan portfolio from CIT Group Inc. as i","content":"<p>(Bloomberg) -- KKR &amp; Co. has acquired an almost $800 million loan portfolio from <a href=\"https://laohu8.com/S/CIT\">CIT Group Inc</a>. as it seeks to expand its footprint in the aviation sector.</p>\n<p>The deal is part of the global investment firm’s launch of a new commercial aviation lending platform, AV AirFinance Limited, which will provide secured financing to airlines, lessors, manufacturers and investors. The purchase includes more than fifty loans for about sixty commercial aircrafts, according to a company statement. The loans, on average, yield in the mid-single digits and have about four years remaining before maturing.</p>\n<p>KKR’s acquisition adds to its growing presence in the aviation space. It agreed to buy Atlantic Aviation from <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Infrastructure Corp for $4.48 billion in cash, assuming its debt and restructuring obligations, Bloomberg News reported earlier this week. The firm also provided a credit facility of as much as $150 million to California-based private aviation company Jet Edge International.</p>\n<p>It’s launching the platform at a time when banks have been stepping back from the sector and commercial aircraft owners have a greater need for stable, long-term financing options, Dan Pietrzak, partner and co-head of private credit at KKR told Bloomberg in an emailed statement.</p>\n<p>“AV AirFinance is an exciting expansion of our asset-based finance strategy into directly originated commercial aircraft loans, which represent an attractive downside protected investment opportunity for our long-term capital,” Pietrzak said.</p>\n<p>Siggi Kristinsson has been tapped as AV AirFinance’s chief executive officer. Kristinsson co-founded and served as CEO of Volito Aviation Services AB, which provided debt origination and advisory services to Goldman Sachs Group Inc. and other financial institutions, according to the statement. Ryan Jasinski will join from CIT to focus on loan origination in the Americas. CIT Group disclosed to investors that it had entered into a definitive agreement to sell the portfolio in a first-quarter earnings presentation in April.</p>\n<p>“We are very excited to be entering the market at this time to participate in the social and economic recovery, which is driving demand for commercial aviation and increasing the importance of the long-term financing solutions that support the industry,” Kristinsson said.</p>\n<p>The acquisition of the portfolio is being funded by separate accounts managed by KKR. The firm’s other investments in the aviation sector include Altitude Aviation, Altavair, KKR DVB Aviation Capital, K2 Aviation, DCAL Aviation, Wheels Up and Global Jet Capital.</p>","source":"yahoofinance","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>KKR Expands Aircraft Lending, Buying $800 Million CIT Portfolio</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\">\nKKR Expands Aircraft Lending, Buying $800 Million CIT Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/kkr-expands-aircraft-lending-buying-110000302.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- KKR & Co. has acquired an almost $800 million loan portfolio from CIT Group Inc. as it seeks to expand its footprint in the aviation sector.\nThe deal is part of the global investment ...</p>\n\n<a href=\"https://finance.yahoo.com/news/kkr-expands-aircraft-lending-buying-110000302.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd47562078d0db053d685fa5078990c5","relate_stocks":{"KKR":"KKR & Co L.P.","CIT":"CIT Group Inc"},"source_url":"https://finance.yahoo.com/news/kkr-expands-aircraft-lending-buying-110000302.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142572209","content_text":"(Bloomberg) -- KKR & Co. has acquired an almost $800 million loan portfolio from CIT Group Inc. as it seeks to expand its footprint in the aviation sector.\nThe deal is part of the global investment firm’s launch of a new commercial aviation lending platform, AV AirFinance Limited, which will provide secured financing to airlines, lessors, manufacturers and investors. The purchase includes more than fifty loans for about sixty commercial aircrafts, according to a company statement. The loans, on average, yield in the mid-single digits and have about four years remaining before maturing.\nKKR’s acquisition adds to its growing presence in the aviation space. It agreed to buy Atlantic Aviation from Macquarie Infrastructure Corp for $4.48 billion in cash, assuming its debt and restructuring obligations, Bloomberg News reported earlier this week. The firm also provided a credit facility of as much as $150 million to California-based private aviation company Jet Edge International.\nIt’s launching the platform at a time when banks have been stepping back from the sector and commercial aircraft owners have a greater need for stable, long-term financing options, Dan Pietrzak, partner and co-head of private credit at KKR told Bloomberg in an emailed statement.\n“AV AirFinance is an exciting expansion of our asset-based finance strategy into directly originated commercial aircraft loans, which represent an attractive downside protected investment opportunity for our long-term capital,” Pietrzak said.\nSiggi Kristinsson has been tapped as AV AirFinance’s chief executive officer. Kristinsson co-founded and served as CEO of Volito Aviation Services AB, which provided debt origination and advisory services to Goldman Sachs Group Inc. and other financial institutions, according to the statement. Ryan Jasinski will join from CIT to focus on loan origination in the Americas. CIT Group disclosed to investors that it had entered into a definitive agreement to sell the portfolio in a first-quarter earnings presentation in April.\n“We are very excited to be entering the market at this time to participate in the social and economic recovery, which is driving demand for commercial aviation and increasing the importance of the long-term financing solutions that support the industry,” Kristinsson said.\nThe acquisition of the portfolio is being funded by separate accounts managed by KKR. The firm’s other investments in the aviation sector include Altitude Aviation, Altavair, KKR DVB Aviation Capital, K2 Aviation, DCAL Aviation, Wheels Up and Global Jet Capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181876062,"gmtCreate":1623387169356,"gmtModify":1704202277071,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"stocksplit!","listText":"stocksplit!","text":"stocksplit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181876062","repostId":"1179796596","repostType":4,"repost":{"id":"1179796596","kind":"news","pubTimestamp":1623379567,"share":"https://ttm.financial/m/news/1179796596?lang=&edition=fundamental","pubTime":"2021-06-11 10:46","market":"us","language":"en","title":"Amazon Is Looking For Head Of Blockchain With Experience In Decentralized Finance","url":"https://stock-news.laohu8.com/highlight/detail?id=1179796596","media":"benzinga","summary":"A recent job posting by Amazon.com(NASDAQ:AMZN) suggests that the company may be considering making ","content":"<p>A recent job posting by&nbsp;<b>Amazon.com</b>(NASDAQ:AMZN) suggests that the company may be considering making a move into the decentralized finance (DeFi) industry.</p>\n<p><b>What Happened:</b>The recent job posting —reportedon Tuesday by Bloqport — indicates that Amazon is looking&nbsp;for a candidate that will \"ideally\" have \"experience delivering products or innovations in the blockchain space, and in particular DeFi or Traditional Financial Services.\"</p>\n<p>The role that the firm's job listing is for&nbsp;Head of Blockchain.</p>\n<p>This posting follows recent reports about&nbsp;Commodity Futures Trading Commission Commissioner&nbsp;Dan M. Berkovitz's comments on the DeFi ecosystem.</p>\n<p>“Not only do I think that unlicensed DeFi markets for derivative instruments are a bad idea but I also do not see how they are legal,\" he recently said.</p>","source":"lsy1606299360108","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>Amazon Is Looking For Head Of Blockchain With Experience In Decentralized Finance</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\">\nAmazon Is Looking For Head Of Blockchain With Experience In Decentralized Finance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cryptocurrency/21/06/21505785/amazon-is-looking-for-head-of-blockchain-with-experience-in-decentralized-finance><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A recent job posting by Amazon.com(NASDAQ:AMZN) suggests that the company may be considering making a move into the decentralized finance (DeFi) industry.\nWhat Happened:The recent job posting —...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/06/21505785/amazon-is-looking-for-head-of-blockchain-with-experience-in-decentralized-finance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/06/21505785/amazon-is-looking-for-head-of-blockchain-with-experience-in-decentralized-finance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179796596","content_text":"A recent job posting by Amazon.com(NASDAQ:AMZN) suggests that the company may be considering making a move into the decentralized finance (DeFi) industry.\nWhat Happened:The recent job posting —reportedon Tuesday by Bloqport — indicates that Amazon is looking for a candidate that will \"ideally\" have \"experience delivering products or innovations in the blockchain space, and in particular DeFi or Traditional Financial Services.\"\nThe role that the firm's job listing is for Head of Blockchain.\nThis posting follows recent reports about Commodity Futures Trading Commission Commissioner Dan M. Berkovitz's comments on the DeFi ecosystem.\n“Not only do I think that unlicensed DeFi markets for derivative instruments are a bad idea but I also do not see how they are legal,\" he recently said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181878388,"gmtCreate":1623387148844,"gmtModify":1704202276426,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"amazon stocksplit please.","listText":"amazon stocksplit please.","text":"amazon stocksplit please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181878388","repostId":"2142524078","repostType":4,"repost":{"id":"2142524078","kind":"highlight","pubTimestamp":1623379800,"share":"https://ttm.financial/m/news/2142524078?lang=&edition=fundamental","pubTime":"2021-06-11 10:50","market":"us","language":"en","title":"Prediction: Amazon Will Hit $10,000 by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2142524078","media":"Motley Fool","summary":"Amazon at $10,000 in four years might sound outrageous, but it's actually saner than you realize.","content":"<p>The stock market offers few guarantees. However, there is <a href=\"https://laohu8.com/S/AONE\">one</a> exception: Change is constant.</p>\n<p>Looking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle every five or 10 years. Innovation, competitive advantages, and acquisitions, among other factors, regularly crown new superstars and pull the rug out from beneath widely held companies.</p>\n<p>It's my belief that e-commerce giant <b>Amazon</b> (NASDAQ:AMZN) is on track to soon surpass both <b>Microsoft</b>&nbsp;and <b>Apple</b>&nbsp;to become the largest publicly traded company. And that's not all. Between now and 2025, I predict Amazon will hit $10,000 a share. This would give the company a $5 trillion market cap.</p>\n<p>Sound outrageous or too good to be true? I'm about to show you why $10,000 by 2025 is saner than you think.</p>\n<h2>Amazon's online market share is unrivaled</h2>\n<p>Let's start by examining Amazon's two (yes, <i>two</i>) dominant operating models.</p>\n<p>Most people are probably very familiar with Amazon's online marketplace. According to data found on statistics-aggregator Statista, nearly 215 million people visited Amazon's online sites in December 2019. We can probably safely assume this figure moved substantially higher throughout 2020, with consumers stuck in their homes due to the coronavirus pandemic.</p>\n<p>Yet this isn't the jaw-dropping figure. What's even more impressive is that Amazon controls an estimated 40.4% of all online sales in the U.S., according to an April 2021 report from eMarketer. Think about this for a moment: $0.40 of every $1 spent online in the U.S. is being routed through Amazon, and the company's market share keeps inching higher.</p>\n<p>While it's great to be the go-to source for e-commerce, Amazon is also acutely aware of how razor thin retail margins can be. It's helped offset this by pushing its Prime membership.</p>\n<p>With Prime, members enjoy free two-day shipping, the unlimited streaming of movies and videos on Prime Video, and multiple deals and discounts when shopping. For Amazon, Prime helps the company generate tens of billions of dollars in additional revenue. With more than 200 million Prime members worldwide, Amazon is able to use the revenue from Prime to undercut brick-and-mortar retailers on price. It also doesn't hurt that Prime members have added incentive to spend more and to stay within Amazon's ecosystem of products and services.</p>\n<h2>AWS is becoming a more important puzzle piece</h2>\n<p>But Amazon is about far more than just its dominant online marketplace. The company's cloud infrastructure segment, Amazon Web Services (AWS), is also an absolute beast.</p>\n<p>According to global technology-analysis company Canalys, worldwide cloud revenue spending in the first quarter of 2021 totaled $41.8 billion. Of that nearly $42 billion, Google Cloud (a division of <b>Alphabet</b>) accounted for 7%, Microsoft Azure was responsible for 19%, and AWS stood tall with a 32% market share!</p>\n<p>With the pandemic wreaking havoc on traditional workplaces, businesses of all sizes have been pushing online and into the cloud to reach customers. That's meant sustainably high demand for AWS, which provides everything from database storage and content delivery to advanced analytics and management tools.</p>\n<p>How impressive has AWS been for Amazon? During the worst economic downturn in decades in 2020, AWS <i>still</i> grew sales by 30%. Revenue jumped another 32% in the first quarter of 2021, which pushed its annual sales run rate to about $54 billion.</p>\n<p>What's important to realize about AWS is that the margins associated with cloud infrastructure services are light years higher than Amazon's online marketplace. Even though AWS accounted for \"just\" $13.5 billion of the company's $108.5 billion in net sales in Q1 2021, it produced close to $4.2 billion in operating income. Amazon's other businesses, which yielded $95 billion in revenue, produced only $4.7 billion in operating income. In short, as AWS grows into a large percentage of total sales, operating income and cash flow will grow at a much faster rate than the company's total sales.</p>\n<h2>Amazon at $10,000 by 2025 is a very real possibility</h2>\n<p>Here's where things get interesting. It's no secret that Amazon's valuation doesn't make much sense using traditional fundamental analysis. This is to say that its price-to-earnings ratio and book value have always been in nosebleed territory. However, neither measure serves much purpose when we're talking about a nontraditional, fast-growing business. Since Amazon chooses to reinvest a majority of its capital, operating cash flow and historic operating cash flow multiples are considerably better measures of value for the company.</p>\n<p>Dating back to 2010, Amazon has ended each of the past 11 years at a multiple relative to its operating cash flow of between 23 and 37. Again, from a fundamental perspective, this might seem high. But given Amazon's utter dominance in e-commerce and cloud infrastructure services, it's a multiple that Wall Street and investors have been perfectly willing to support for more than a decade.</p>\n<p>As we look to 2021 and beyond, Wall Street is crystal clear that it expects AWS to help more than double Amazon's cash flow per share. Keeping in mind that estimates are fluid, here's what analysts are looking for, in terms of cash flow per share, through 2025, courtesy of <b>FactSet</b>:</p>\n<ul>\n <li><b>2021:</b> $153.73 consensus cash flow per share (CFPS)</li>\n <li><b>2022:</b> $192.99 consensus CFPS</li>\n <li><b>2023:</b> $234.91 consensus CFPS</li>\n <li><b>2024:</b> $294.30 consensus CFPS</li>\n <li><b>2025:</b> $341.70 consensus CFPS</li>\n</ul>\n<p>If Amazon were to simply remain valued at the median of its operating cash flow multiple (30) over the past 11 years (the midpoint between 23 and 37), the $341.70 in CFPS that it's estimated by Wall Street to bring in by 2025 would lead to a share price of (drum roll) $10,251.</p>\n<p>Amazon at $10,000 might seem like a pie-in-the-sky number, but it would be right in line with how investors have always valued the company. As long as AWS keeps growing by close to 30%, Amazon at $10,000 by 2025 becomes a very achievable target over the next four years.</p>","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>Prediction: Amazon Will Hit $10,000 by 2025</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\">\nPrediction: Amazon Will Hit $10,000 by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market offers few guarantees. However, there is one exception: Change is constant.\nLooking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AMZN":"亚马逊","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142524078","content_text":"The stock market offers few guarantees. However, there is one exception: Change is constant.\nLooking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle every five or 10 years. Innovation, competitive advantages, and acquisitions, among other factors, regularly crown new superstars and pull the rug out from beneath widely held companies.\nIt's my belief that e-commerce giant Amazon (NASDAQ:AMZN) is on track to soon surpass both Microsoft and Apple to become the largest publicly traded company. And that's not all. Between now and 2025, I predict Amazon will hit $10,000 a share. This would give the company a $5 trillion market cap.\nSound outrageous or too good to be true? I'm about to show you why $10,000 by 2025 is saner than you think.\nAmazon's online market share is unrivaled\nLet's start by examining Amazon's two (yes, two) dominant operating models.\nMost people are probably very familiar with Amazon's online marketplace. According to data found on statistics-aggregator Statista, nearly 215 million people visited Amazon's online sites in December 2019. We can probably safely assume this figure moved substantially higher throughout 2020, with consumers stuck in their homes due to the coronavirus pandemic.\nYet this isn't the jaw-dropping figure. What's even more impressive is that Amazon controls an estimated 40.4% of all online sales in the U.S., according to an April 2021 report from eMarketer. Think about this for a moment: $0.40 of every $1 spent online in the U.S. is being routed through Amazon, and the company's market share keeps inching higher.\nWhile it's great to be the go-to source for e-commerce, Amazon is also acutely aware of how razor thin retail margins can be. It's helped offset this by pushing its Prime membership.\nWith Prime, members enjoy free two-day shipping, the unlimited streaming of movies and videos on Prime Video, and multiple deals and discounts when shopping. For Amazon, Prime helps the company generate tens of billions of dollars in additional revenue. With more than 200 million Prime members worldwide, Amazon is able to use the revenue from Prime to undercut brick-and-mortar retailers on price. It also doesn't hurt that Prime members have added incentive to spend more and to stay within Amazon's ecosystem of products and services.\nAWS is becoming a more important puzzle piece\nBut Amazon is about far more than just its dominant online marketplace. The company's cloud infrastructure segment, Amazon Web Services (AWS), is also an absolute beast.\nAccording to global technology-analysis company Canalys, worldwide cloud revenue spending in the first quarter of 2021 totaled $41.8 billion. Of that nearly $42 billion, Google Cloud (a division of Alphabet) accounted for 7%, Microsoft Azure was responsible for 19%, and AWS stood tall with a 32% market share!\nWith the pandemic wreaking havoc on traditional workplaces, businesses of all sizes have been pushing online and into the cloud to reach customers. That's meant sustainably high demand for AWS, which provides everything from database storage and content delivery to advanced analytics and management tools.\nHow impressive has AWS been for Amazon? During the worst economic downturn in decades in 2020, AWS still grew sales by 30%. Revenue jumped another 32% in the first quarter of 2021, which pushed its annual sales run rate to about $54 billion.\nWhat's important to realize about AWS is that the margins associated with cloud infrastructure services are light years higher than Amazon's online marketplace. Even though AWS accounted for \"just\" $13.5 billion of the company's $108.5 billion in net sales in Q1 2021, it produced close to $4.2 billion in operating income. Amazon's other businesses, which yielded $95 billion in revenue, produced only $4.7 billion in operating income. In short, as AWS grows into a large percentage of total sales, operating income and cash flow will grow at a much faster rate than the company's total sales.\nAmazon at $10,000 by 2025 is a very real possibility\nHere's where things get interesting. It's no secret that Amazon's valuation doesn't make much sense using traditional fundamental analysis. This is to say that its price-to-earnings ratio and book value have always been in nosebleed territory. However, neither measure serves much purpose when we're talking about a nontraditional, fast-growing business. Since Amazon chooses to reinvest a majority of its capital, operating cash flow and historic operating cash flow multiples are considerably better measures of value for the company.\nDating back to 2010, Amazon has ended each of the past 11 years at a multiple relative to its operating cash flow of between 23 and 37. Again, from a fundamental perspective, this might seem high. But given Amazon's utter dominance in e-commerce and cloud infrastructure services, it's a multiple that Wall Street and investors have been perfectly willing to support for more than a decade.\nAs we look to 2021 and beyond, Wall Street is crystal clear that it expects AWS to help more than double Amazon's cash flow per share. Keeping in mind that estimates are fluid, here's what analysts are looking for, in terms of cash flow per share, through 2025, courtesy of FactSet:\n\n2021: $153.73 consensus cash flow per share (CFPS)\n2022: $192.99 consensus CFPS\n2023: $234.91 consensus CFPS\n2024: $294.30 consensus CFPS\n2025: $341.70 consensus CFPS\n\nIf Amazon were to simply remain valued at the median of its operating cash flow multiple (30) over the past 11 years (the midpoint between 23 and 37), the $341.70 in CFPS that it's estimated by Wall Street to bring in by 2025 would lead to a share price of (drum roll) $10,251.\nAmazon at $10,000 might seem like a pie-in-the-sky number, but it would be right in line with how investors have always valued the company. As long as AWS keeps growing by close to 30%, Amazon at $10,000 by 2025 becomes a very achievable target over the next four years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181842924,"gmtCreate":1623386878968,"gmtModify":1704202266405,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"not in meme stock&nbsp;but hold to all diamond hands!","listText":"not in meme stock&nbsp;but hold to all diamond hands!","text":"not in meme stock but hold to all diamond hands!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181842924","repostId":"1194129273","repostType":4,"repost":{"id":"1194129273","kind":"news","pubTimestamp":1623368710,"share":"https://ttm.financial/m/news/1194129273?lang=&edition=fundamental","pubTime":"2021-06-11 07:45","market":"us","language":"en","title":"Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big","url":"https://stock-news.laohu8.com/highlight/detail?id=1194129273","media":"cnbc","summary":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy co","content":"<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big</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\">\nMeme stocks hit a wall on Thursday with GameStop, AMC and Clover down big\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1194129273","content_text":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC EntertainmentandGameStopas they suffered double-digit losses on Thursday, pulling back from their recent explosive rallies. The video game retailer shed 27.2% even after announcing two high-profile executive hires from Amazon. The movie theater chain dropped 13.2% on Thursday, turning negative on the week.\nAnother red-hot meme stockClover Health, which at one point was the focus of the WallStreetBets message board this week, pulled back 15.3% on Thursday.Clean Energy Fuels, which rallied more than 31% just Wednesday, tumbled 15.6%.\nMEME STOCKS TAKING A HIT\n\n\n\nTICKER\nCOMPANY\nPRICE\nCHANGE\n%CHANGE\n\n\n\n\nGME\nGameStop Corp\n220.39\n-82.17\n-27.1582\n\n\nAMC\nAMC Entertainment Holdings Inc\n42.81\n-6.53\n-13.2347\n\n\nCLNE\nClean Energy Fuels Corp\n10.99\n-2.03\n-15.5914\n\n\nCLOV\nClover Health Investments Corp\n14.34\n-2.58\n-15.2482\n\n\n\nIf the January trading mania is any guide, it's not surprising that these latest rallies are turning out to be short-lived. A CNBC PRO analysis found that on average, Reddit stocks' runs lasted nine trading days from the start to their first big drop during the initial frenzy at the beginning of 2021.\nCNBC identified the starting point for five stocks popular on message boards earlier this year — GameStop, AMC,Bed Bath & Beyond,BlackBerryandKoss— by finding the first time each stocks' single-day trading volume at least doubled its 30-day moving average of shares traded. That typically represents the point at which a flurry of new investors took interest in a stock that was not being heavily traded.\nOn Thursday, GameStop investors seemed to be running for the exits afterthe company said it appointed former Amazon executive Matt Furlong as its new CEO.It also picked another Amazon veteran, Mike Recupero, as chief financial officer. Meanwhile the company's fiscal first-quarter resultsshowed sales up 25% and a narrower loss than it reported a year ago.\nThe decline in stock came as GameStop also said it may sell as many as 5 million shares. Additional shares dilute the value of existing shareholders' stakes. The stock is still up more than 1,000% on the year, however.\nAMC is down for a second straight day after soaring 83% last week. The movie theater chain, which was on the brink of bankruptcy not long ago, managed to sell 20 million shares in two separate deals last week amid the rally,generating around $800 million in capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181848752,"gmtCreate":1623386829276,"gmtModify":1704202264300,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181848752","repostId":"2142221222","repostType":4,"repost":{"id":"2142221222","kind":"highlight","pubTimestamp":1623380520,"share":"https://ttm.financial/m/news/2142221222?lang=&edition=fundamental","pubTime":"2021-06-11 11:02","market":"us","language":"en","title":"Making Money in the Stock Market Is Easy -- If You Avoid This 1 Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=2142221222","media":"Motley Fool","summary":"Get-rich-quick strategies rarely work.","content":"<p>As economist Burton Malkiel, author of the investing classic <i>A</i> <i>Random Walk Down Wall Street</i>, says: \"It is not hard to make money in the market. What is hard to avoid is the alluring temptation to throw your money away on short, get-rich-quick speculative binges.\"</p>\n<p>Investing in the stock market can be as simple or complicated as you make it out to be. You can hand-pick dozens of stocks in your portfolio and aggressively trade every day. You can also hold a single exchange-traded fund (ETF) that mirrors the <b>S&amp;P 500</b> and hang on to that investment forever. You can make money both ways, although your returns and risk will vary significantly.</p>\n<h2>Meme stocks can be speculative binges</h2>\n<p>While you can certainly make a case for meme stocks being good long-term investments, the temptation for many investors these days is to try and make a significant amount of money in a very short time. And in the near term, stocks can be very erratic. A good example of that is <b>Ocugen </b>(NASDAQ:OCGN). The biotech company only recorded revenue last year for work that it was doing to help fellow biotech Advaite develop a COVID-19 testing kit. And at just $42,620, it was minuscule compared to Ocugen's net losses, which totaled $22 million.</p>\n<p>Without much of an established business, investors have been speculating on the success of a COVID-19 vaccine candidate, Covaxin, that Ocugen is co-developing with Indian company Bharat Biotech. But even if it's successful, a vaccine may be too little too late, given that half of Americans have already received at least <a href=\"https://laohu8.com/S/AONE\">one</a> dose. Under its agreement with Bharat, Ocugen will share in 45% of the profits from vaccine sales in the U.S. market; this has recently been expanded to also include Canada (58% of people there have received at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> dose of a vaccine). Covaxin has not been approved in either market, although Ocugen plans to submit a request for emergency use approval to the U.S. Food and Drug Administration as early as this month.</p>\n<p>Despite what could prove to be limited profits to share, investors are buying up the stock as if it will generate billions in revenue; shares of Ocugen are up over 460% this year, while the S&amp;P 500 has risen only 12%. Contrast that with a much safer stock like <b>DexCom</b> (NASDAQ:DXCM) that generates billions in revenue and posts actual profits -- its shares are up by just 5% in the same time.</p>\n<h2>Safe investments may be boring, but they don't put you at significant risk</h2>\n<p>Investing in a medical device company like DexCom -- it's in the business of helping people with diabetes -- is a much safer bet over the long term. Projections from the American Diabetes Association suggest that the disease will be much more prevalent in the future -- the number of diabetes patients in the U.S. in 2000, approximately 11 million, is expected to nearly double to 20 million in 2025. And in 2050 there could be as many as 29 million Americans living with the disease.</p>\n<p>DexCom and its continuous glucose monitoring systems help people stay on top of their glucose levels, and demand for these products will remain strong for the foreseeable future; there isn't much guessing or speculation involved with the business. And while that safety isn't particularly exciting to speculators, investors who are looking to truly make money from the stock market should unquestionably pick DexCom over Ocugen.</p>\n<p>Similarly, you could buy an ETF like the <b><a href=\"https://laohu8.com/S/IYH\">iShares U.S. Healthcare ETF</a></b>, which holds many of the top healthcare stocks you'll find on the markets -- no, Ocugen isn't one. Investing in a broad mix of stocks through an ETF spreads out your risk, ensuring your returns won't be dependent on how one single holding performs. That's what makes investing in ETFs even more of a sure thing: As long as their component stocks do well over the long term, your portfolio's value will likely increase over time.</p>\n<h2>The bottom line</h2>\n<p>Malkiel mentions in his book that some investors like to make \"castles in the air\" and fantasize about what a company will be in the future, and of course, pay significant premiums based on those incredibly optimistic projections. But many times, fantasy doesn't line up with reality.</p>\n<p>Focusing on stocks that are already profitable, with strong businesses and a clear path to growth, puts you in a great position to profit over the long term -- as long as you resist the urge to gamble on other high-risk investments. And if you aren't comfortable picking your own stocks, you can go with ETFs. Just be careful about speculating -- betting big money on the short term can be incredibly dangerous and costly for your portfolio.</p>","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>Making Money in the Stock Market Is Easy -- If You Avoid This 1 Thing</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\">\nMaking Money in the Stock Market Is Easy -- If You Avoid This 1 Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/10/making-money-in-the-stock-market-is-easy-if-you-av/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As economist Burton Malkiel, author of the investing classic A Random Walk Down Wall Street, says: \"It is not hard to make money in the market. What is hard to avoid is the alluring temptation to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/10/making-money-in-the-stock-market-is-easy-if-you-av/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXCM":"德康医疗","OCGN":"Ocugen"},"source_url":"https://www.fool.com/investing/2021/06/10/making-money-in-the-stock-market-is-easy-if-you-av/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142221222","content_text":"As economist Burton Malkiel, author of the investing classic A Random Walk Down Wall Street, says: \"It is not hard to make money in the market. What is hard to avoid is the alluring temptation to throw your money away on short, get-rich-quick speculative binges.\"\nInvesting in the stock market can be as simple or complicated as you make it out to be. You can hand-pick dozens of stocks in your portfolio and aggressively trade every day. You can also hold a single exchange-traded fund (ETF) that mirrors the S&P 500 and hang on to that investment forever. You can make money both ways, although your returns and risk will vary significantly.\nMeme stocks can be speculative binges\nWhile you can certainly make a case for meme stocks being good long-term investments, the temptation for many investors these days is to try and make a significant amount of money in a very short time. And in the near term, stocks can be very erratic. A good example of that is Ocugen (NASDAQ:OCGN). The biotech company only recorded revenue last year for work that it was doing to help fellow biotech Advaite develop a COVID-19 testing kit. And at just $42,620, it was minuscule compared to Ocugen's net losses, which totaled $22 million.\nWithout much of an established business, investors have been speculating on the success of a COVID-19 vaccine candidate, Covaxin, that Ocugen is co-developing with Indian company Bharat Biotech. But even if it's successful, a vaccine may be too little too late, given that half of Americans have already received at least one dose. Under its agreement with Bharat, Ocugen will share in 45% of the profits from vaccine sales in the U.S. market; this has recently been expanded to also include Canada (58% of people there have received at least one dose of a vaccine). Covaxin has not been approved in either market, although Ocugen plans to submit a request for emergency use approval to the U.S. Food and Drug Administration as early as this month.\nDespite what could prove to be limited profits to share, investors are buying up the stock as if it will generate billions in revenue; shares of Ocugen are up over 460% this year, while the S&P 500 has risen only 12%. Contrast that with a much safer stock like DexCom (NASDAQ:DXCM) that generates billions in revenue and posts actual profits -- its shares are up by just 5% in the same time.\nSafe investments may be boring, but they don't put you at significant risk\nInvesting in a medical device company like DexCom -- it's in the business of helping people with diabetes -- is a much safer bet over the long term. Projections from the American Diabetes Association suggest that the disease will be much more prevalent in the future -- the number of diabetes patients in the U.S. in 2000, approximately 11 million, is expected to nearly double to 20 million in 2025. And in 2050 there could be as many as 29 million Americans living with the disease.\nDexCom and its continuous glucose monitoring systems help people stay on top of their glucose levels, and demand for these products will remain strong for the foreseeable future; there isn't much guessing or speculation involved with the business. And while that safety isn't particularly exciting to speculators, investors who are looking to truly make money from the stock market should unquestionably pick DexCom over Ocugen.\nSimilarly, you could buy an ETF like the iShares U.S. Healthcare ETF, which holds many of the top healthcare stocks you'll find on the markets -- no, Ocugen isn't one. Investing in a broad mix of stocks through an ETF spreads out your risk, ensuring your returns won't be dependent on how one single holding performs. That's what makes investing in ETFs even more of a sure thing: As long as their component stocks do well over the long term, your portfolio's value will likely increase over time.\nThe bottom line\nMalkiel mentions in his book that some investors like to make \"castles in the air\" and fantasize about what a company will be in the future, and of course, pay significant premiums based on those incredibly optimistic projections. But many times, fantasy doesn't line up with reality.\nFocusing on stocks that are already profitable, with strong businesses and a clear path to growth, puts you in a great position to profit over the long term -- as long as you resist the urge to gamble on other high-risk investments. And if you aren't comfortable picking your own stocks, you can go with ETFs. Just be careful about speculating -- betting big money on the short term can be incredibly dangerous and costly for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136893114,"gmtCreate":1622003503938,"gmtModify":1704365893486,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Come on people, learn to DCA and stop whining about your losses and waiting for people to rescue you.If you had DCA-ed back then, you would've been in profits by now! by now you should know, no one will save you except yourself!&nbsp;DCA or continue bagholding! Cheers to all who DCA-ed, and ? to all who only want to be rescued.&nbsp;&nbsp;<a href=\"https://laohu8.com/S/GME\"></a><a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>","listText":"Come on people, learn to DCA and stop whining about your losses and waiting for people to rescue you.If you had DCA-ed back then, you would've been in profits by now! by now you should know, no one will save you except yourself!&nbsp;DCA or continue bagholding! Cheers to all who DCA-ed, and ? to all who only want to be rescued.&nbsp;&nbsp;<a href=\"https://laohu8.com/S/GME\"></a><a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>","text":"Come on people, learn to DCA and stop whining about your losses and waiting for people to rescue you.If you had DCA-ed back then, you would've been in profits by now! by now you should know, no one will save you except yourself! DCA or continue bagholding! Cheers to all who DCA-ed, and ? to all who only want to be rescued. $Microvision(MVIS)$$Tesla Motors(TSLA)$$GameStop(GME)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/136893114","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"not everyone is rich enough to DCA like you do. i believe those who post for rescue don't really mean it literally. it's just an expression to tell us they are at what price point. relax bro ?","text":"not everyone is rich enough to DCA like you do. i believe those who post for rescue don't really mean it literally. it's just an expression to tell us they are at what price point. relax bro ?","html":"not everyone is rich enough to DCA like you do. i believe those who post for rescue don't really mean it literally. it's just an expression to tell us they are at what price point. relax bro ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105805557,"gmtCreate":1620285383579,"gmtModify":1704341336985,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Why are there people who wont DCA their shares when they bought it at a high price, yet want others to help/rescue them? No one is going to help you except yourself. The stock market is a warzone!&nbsp;<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>","listText":"Why are there people who wont DCA their shares when they bought it at a high price, yet want others to help/rescue them? No one is going to help you except yourself. The stock market is a warzone!&nbsp;<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>","text":"Why are there people who wont DCA their shares when they bought it at a high price, yet want others to help/rescue them? No one is going to help you except yourself. The stock market is a warzone! $Microvision(MVIS)$$GameStop(GME)$$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105805557","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578113539215777","authorId":"3578113539215777","name":"DiamondsHand","avatar":"https://static.tigerbbs.com/bbb5d1bf66dee2f5259e3d141daff82e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3578113539215777","authorIdStr":"3578113539215777"},"content":"We believe it will rise someday again","text":"We believe it will rise someday again","html":"We believe it will rise someday again"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374527523,"gmtCreate":1619462146162,"gmtModify":1704724279775,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>can we see $14-$15?","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>can we see $14-$15?","text":"$Altimeter Growth Corp.(AGC)$can we see $14-$15?","images":[{"img":"https://static.tigerbbs.com/5e9465cb1b4538827bf0058fd36f36d0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/374527523","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581589006573181","authorId":"3581589006573181","name":"DonSueme","avatar":"https://static.tigerbbs.com/23763d63561dc97eada8698eba5988e8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3581589006573181","authorIdStr":"3581589006573181"},"content":"I sure hope so","text":"I sure hope so","html":"I sure hope so"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373706599,"gmtCreate":1618881522811,"gmtModify":1704716267755,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>for such a high valuation company.. 12-13 seems like a good entry point. Just hope the merge gets the full green light!","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>for such a high valuation company.. 12-13 seems like a good entry point. Just hope the merge gets the full green light!","text":"$Altimeter Growth Corp.(AGC)$for such a high valuation company.. 12-13 seems like a good entry point. Just hope the merge gets the full green light!","images":[{"img":"https://static.tigerbbs.com/455a072970779218baa3854d55efc9ed","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373706599","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342464298,"gmtCreate":1618237706914,"gmtModify":1704707982960,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>guess how many shares!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>guess how many shares!","text":"$Tesla Motors(TSLA)$guess how many shares!","images":[{"img":"https://static.tigerbbs.com/4582d025c0b98a37e54440c8074ae3e7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/342464298","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481586686372684","authorId":"3481586686372684","name":"遥望星空2050","avatar":"https://static.tigerbbs.com/d6b8ee9075732ea76476816e3c815d88","crmLevel":6,"crmLevelSwitch":0,"idStr":"3481586686372684","authorIdStr":"3481586686372684"},"content":"Not less than one share","text":"Not less than one share","html":"Not less than one share"}],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":105805557,"gmtCreate":1620285383579,"gmtModify":1704341336985,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Why are there people who wont DCA their shares when they bought it at a high price, yet want others to help/rescue them? No one is going to help you except yourself. The stock market is a warzone!&nbsp;<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>","listText":"Why are there people who wont DCA their shares when they bought it at a high price, yet want others to help/rescue them? No one is going to help you except yourself. The stock market is a warzone!&nbsp;<a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>","text":"Why are there people who wont DCA their shares when they bought it at a high price, yet want others to help/rescue them? No one is going to help you except yourself. The stock market is a warzone! $Microvision(MVIS)$$GameStop(GME)$$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/105805557","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578113539215777","authorId":"3578113539215777","name":"DiamondsHand","avatar":"https://static.tigerbbs.com/bbb5d1bf66dee2f5259e3d141daff82e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3578113539215777","authorIdStr":"3578113539215777"},"content":"We believe it will rise someday again","text":"We believe it will rise someday again","html":"We believe it will rise someday again"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136893114,"gmtCreate":1622003503938,"gmtModify":1704365893486,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Come on people, learn to DCA and stop whining about your losses and waiting for people to rescue you.If you had DCA-ed back then, you would've been in profits by now! by now you should know, no one will save you except yourself!&nbsp;DCA or continue bagholding! Cheers to all who DCA-ed, and ? to all who only want to be rescued.&nbsp;&nbsp;<a href=\"https://laohu8.com/S/GME\"></a><a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>","listText":"Come on people, learn to DCA and stop whining about your losses and waiting for people to rescue you.If you had DCA-ed back then, you would've been in profits by now! by now you should know, no one will save you except yourself!&nbsp;DCA or continue bagholding! Cheers to all who DCA-ed, and ? to all who only want to be rescued.&nbsp;&nbsp;<a href=\"https://laohu8.com/S/GME\"></a><a href=\"https://laohu8.com/S/MVIS\">$Microvision(MVIS)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>","text":"Come on people, learn to DCA and stop whining about your losses and waiting for people to rescue you.If you had DCA-ed back then, you would've been in profits by now! by now you should know, no one will save you except yourself! DCA or continue bagholding! Cheers to all who DCA-ed, and ? to all who only want to be rescued. $Microvision(MVIS)$$Tesla Motors(TSLA)$$GameStop(GME)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/136893114","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"not everyone is rich enough to DCA like you do. i believe those who post for rescue don't really mean it literally. it's just an expression to tell us they are at what price point. relax bro ?","text":"not everyone is rich enough to DCA like you do. i believe those who post for rescue don't really mean it literally. it's just an expression to tell us they are at what price point. relax bro ?","html":"not everyone is rich enough to DCA like you do. i believe those who post for rescue don't really mean it literally. it's just an expression to tell us they are at what price point. relax bro ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374527523,"gmtCreate":1619462146162,"gmtModify":1704724279775,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>can we see $14-$15?","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>can we see $14-$15?","text":"$Altimeter Growth Corp.(AGC)$can we see $14-$15?","images":[{"img":"https://static.tigerbbs.com/5e9465cb1b4538827bf0058fd36f36d0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/374527523","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581589006573181","authorId":"3581589006573181","name":"DonSueme","avatar":"https://static.tigerbbs.com/23763d63561dc97eada8698eba5988e8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3581589006573181","authorIdStr":"3581589006573181"},"content":"I sure hope so","text":"I sure hope so","html":"I sure hope so"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9009069933,"gmtCreate":1640383882542,"gmtModify":1676533518380,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"title":"Pltr to the moon!","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>trust the process! LFG PLTR!!","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>trust the process! LFG PLTR!!","text":"$Palantir Technologies Inc.(PLTR)$trust the process! LFG PLTR!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009069933","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342464298,"gmtCreate":1618237706914,"gmtModify":1704707982960,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>guess how many shares!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>guess how many shares!","text":"$Tesla Motors(TSLA)$guess how many shares!","images":[{"img":"https://static.tigerbbs.com/4582d025c0b98a37e54440c8074ae3e7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/342464298","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481586686372684","authorId":"3481586686372684","name":"遥望星空2050","avatar":"https://static.tigerbbs.com/d6b8ee9075732ea76476816e3c815d88","crmLevel":6,"crmLevelSwitch":0,"idStr":"3481586686372684","authorIdStr":"3481586686372684"},"content":"Not less than one share","text":"Not less than one share","html":"Not less than one share"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181842924,"gmtCreate":1623386878968,"gmtModify":1704202266405,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"not in meme stock&nbsp;but hold to all diamond hands!","listText":"not in meme stock&nbsp;but hold to all diamond hands!","text":"not in meme stock but hold to all diamond hands!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181842924","repostId":"1194129273","repostType":4,"repost":{"id":"1194129273","kind":"news","pubTimestamp":1623368710,"share":"https://ttm.financial/m/news/1194129273?lang=&edition=fundamental","pubTime":"2021-06-11 07:45","market":"us","language":"en","title":"Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big","url":"https://stock-news.laohu8.com/highlight/detail?id=1194129273","media":"cnbc","summary":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy co","content":"<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big</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; 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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\">\nMeme stocks hit a wall on Thursday with GameStop, AMC and Clover down big\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1194129273","content_text":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC EntertainmentandGameStopas they suffered double-digit losses on Thursday, pulling back from their recent explosive rallies. The video game retailer shed 27.2% even after announcing two high-profile executive hires from Amazon. The movie theater chain dropped 13.2% on Thursday, turning negative on the week.\nAnother red-hot meme stockClover Health, which at one point was the focus of the WallStreetBets message board this week, pulled back 15.3% on Thursday.Clean Energy Fuels, which rallied more than 31% just Wednesday, tumbled 15.6%.\nMEME STOCKS TAKING A HIT\n\n\n\nTICKER\nCOMPANY\nPRICE\nCHANGE\n%CHANGE\n\n\n\n\nGME\nGameStop Corp\n220.39\n-82.17\n-27.1582\n\n\nAMC\nAMC Entertainment Holdings Inc\n42.81\n-6.53\n-13.2347\n\n\nCLNE\nClean Energy Fuels Corp\n10.99\n-2.03\n-15.5914\n\n\nCLOV\nClover Health Investments Corp\n14.34\n-2.58\n-15.2482\n\n\n\nIf the January trading mania is any guide, it's not surprising that these latest rallies are turning out to be short-lived. A CNBC PRO analysis found that on average, Reddit stocks' runs lasted nine trading days from the start to their first big drop during the initial frenzy at the beginning of 2021.\nCNBC identified the starting point for five stocks popular on message boards earlier this year — GameStop, AMC,Bed Bath & Beyond,BlackBerryandKoss— by finding the first time each stocks' single-day trading volume at least doubled its 30-day moving average of shares traded. That typically represents the point at which a flurry of new investors took interest in a stock that was not being heavily traded.\nOn Thursday, GameStop investors seemed to be running for the exits afterthe company said it appointed former Amazon executive Matt Furlong as its new CEO.It also picked another Amazon veteran, Mike Recupero, as chief financial officer. Meanwhile the company's fiscal first-quarter resultsshowed sales up 25% and a narrower loss than it reported a year ago.\nThe decline in stock came as GameStop also said it may sell as many as 5 million shares. Additional shares dilute the value of existing shareholders' stakes. The stock is still up more than 1,000% on the year, however.\nAMC is down for a second straight day after soaring 83% last week. The movie theater chain, which was on the brink of bankruptcy not long ago, managed to sell 20 million shares in two separate deals last week amid the rally,generating around $800 million in capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188668753,"gmtCreate":1623433232772,"gmtModify":1704203711160,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668753","repostId":"2142270837","repostType":4,"repost":{"id":"2142270837","kind":"highlight","pubTimestamp":1623424800,"share":"https://ttm.financial/m/news/2142270837?lang=&edition=fundamental","pubTime":"2021-06-11 23:20","market":"us","language":"en","title":"Move Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=2142270837","media":"Motley Fool","summary":"It has a key advantage that should make a huge difference over the next 10 or more years.","content":"<p>You won't find hotter stars in the investing universe so far this year than&nbsp;<b>AMC Entertainment</b> (NYSE:AMC) and <b>Dogecoin</b> (CRYPTO:DOGE). Retail investors have jumped aboard their bandwagons in force. AMC's shares have vaulted more than 2,300% higher year to date, while the price of Dogecoin has skyrocketed over 5,600%.</p>\n<p>The big question for AMC and Dogecoin is whether or not their momentum is sustainable. There's considerable disagreement about the right answer to that question.</p>\n<p>Probably the better question to ask, though, is whether or not there are other investment alternatives that provide better risk-reward propositions over the next 10 years or more. My view is that the answer to this question is a resounding \"yes.\"</p>\n<p>Move over AMC and Dogecoin: Here's a stock that could be a bigger long-term winner.</p>\n<p><img src=\"https://static.tigerbbs.com/60aa704652c60d9c305da0999c714b57\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>A big advantage for a big biotech</h2>\n<p>The stock I have in mind is none other than&nbsp;<b>Vertex Pharmaceuticals</b> (NASDAQ:VRTX). Granted, Vertex hasn't delivered anywhere close to the kinds of returns that AMC and Dogecoin have in recent months. It even just reported a setback for <a href=\"https://laohu8.com/S/AONE\">one</a> of its pipeline candidates. However, this big biotech holds an advantage over both of them that should make a huge difference over the long run: Vertex enjoys a monopoly in its core market.</p>\n<p>There are currently four approved drugs in the U.S. and Europe that treat the underlying cause of rare genetic disease cystic fibrosis (CF), and Vertex markets all of them. Its newest CF drug, Trikafta/Kaftrio, is its biggest winner yet. The drug is just beginning to pick up momentum in Europe.</p>\n<p>What about potential rivals? <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> other companies have clinical-stage candidates that target the underlying cause of CF. However, those experimental drugs are only in phase 2 testing, and there's no guarantee the candidates will be more effective than Vertex's products that are already on the market. Vertex seems likely to dominate the CF market, at least through the next decade.</p>\n<p>Let's compare Vertex's monopoly to the competitive dynamics for AMC and Dogecoin. AMC isn't the only theater chain. Its top rivals include <b>Cineplex</b>, <b>Cinemark</b>, <b>Marcus</b>, and Regal Entertainment. Streaming services that allow people to watch new movies at home are also a competitive threat to AMC.</p>\n<p>Dogecoin isn't the only cryptocurrency vying for investors' favor, either. There are other cryptocurrencies that seem even more likely to succeed over the next several years than Dogecoin.</p>\n<p>The bottom line is that Vertex has a moat, while AMC and Dogecoin don't. Over the long run, moats matter.</p>\n<h2>Looking to the future</h2>\n<p>Dogecoin likely has a hit-or-miss future. It either will become a top cryptocurrency that enjoys enduring use or it will fade away.</p>\n<p>On the other hand, AMC will probably experience a solid rebound as life returns to normal with fears about the COVID-19 pandemic waning. That should boost the company's sales this year and into 2022. But how long can AMC's growth story last? Movie-theater attendance was declining somewhat even before the pandemic. It won't be surprising to see that trend resume after an initial resurgence.</p>\n<p>Meanwhile, Vertex continues to focus on treating the remaining 10% of CF patients that its current drugs can't help. The company is also developing experimental therapies for other rare diseases, including alpha-1 antitrypsin deficiency, APOL1-mediated kidney diseases, beta-thalassemia, Duchenne muscular dystrophy, and sickle cell disease.</p>\n<p>Vertex isn't limiting itself to just rare diseases, though. It's testing an experimental drug for the treatment of acute pain following certain types of surgeries in phase 2 clinical trials. The biotech is evaluating a gene therapy in a phase 1/2 study that holds the potential to essentially cure type 1 diabetes</p>\n<p>The important thing to note is that Vertex doesn't need all of these programs to be successful. If only <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two of them pan out, this biotech stock should deliver tremendous returns.</p>\n<h2>Beyond the hype</h2>\n<p>I think it's quite possible that AMC and/or Dogecoin will outperform Vertex over the short term. If you're a short-term trader looking to capture quick profits, that's great. However, my focus from the beginning has been on the long term.</p>\n<p>Sooner or later, the hype for AMC and Dogecoin will die down. What happens then? Short-term traders will turn to another stock or cryptocurrency to ride.</p>\n<p>Vertex, though, is working every single day to treat and even cure diseases that cause suffering for many people around the world. Its CF franchise is generating billions of dollars in sales every year, and the company is using its growing cash stockpile to fund further development and make more deals to bolster its pipeline.</p>\n<p>My view is that these continuous efforts will make Vertex a bigger winner than either AMC or Dogecoin over the long term.</p>","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>Move Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner</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\">\nMove Over, AMC and Dogecoin -- This Stock Could Be a Much Bigger Long-Term Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/11/move-over-amc-and-dogecoin-this-stock-could-be-a-m/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You won't find hotter stars in the investing universe so far this year than AMC Entertainment (NYSE:AMC) and Dogecoin (CRYPTO:DOGE). Retail investors have jumped aboard their bandwagons in force. AMC'...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/11/move-over-amc-and-dogecoin-this-stock-could-be-a-m/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VERX":"Vertex, Inc."},"source_url":"https://www.fool.com/investing/2021/06/11/move-over-amc-and-dogecoin-this-stock-could-be-a-m/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142270837","content_text":"You won't find hotter stars in the investing universe so far this year than AMC Entertainment (NYSE:AMC) and Dogecoin (CRYPTO:DOGE). Retail investors have jumped aboard their bandwagons in force. AMC's shares have vaulted more than 2,300% higher year to date, while the price of Dogecoin has skyrocketed over 5,600%.\nThe big question for AMC and Dogecoin is whether or not their momentum is sustainable. There's considerable disagreement about the right answer to that question.\nProbably the better question to ask, though, is whether or not there are other investment alternatives that provide better risk-reward propositions over the next 10 years or more. My view is that the answer to this question is a resounding \"yes.\"\nMove over AMC and Dogecoin: Here's a stock that could be a bigger long-term winner.\n\nImage source: Getty Images.\nA big advantage for a big biotech\nThe stock I have in mind is none other than Vertex Pharmaceuticals (NASDAQ:VRTX). Granted, Vertex hasn't delivered anywhere close to the kinds of returns that AMC and Dogecoin have in recent months. It even just reported a setback for one of its pipeline candidates. However, this big biotech holds an advantage over both of them that should make a huge difference over the long run: Vertex enjoys a monopoly in its core market.\nThere are currently four approved drugs in the U.S. and Europe that treat the underlying cause of rare genetic disease cystic fibrosis (CF), and Vertex markets all of them. Its newest CF drug, Trikafta/Kaftrio, is its biggest winner yet. The drug is just beginning to pick up momentum in Europe.\nWhat about potential rivals? Two other companies have clinical-stage candidates that target the underlying cause of CF. However, those experimental drugs are only in phase 2 testing, and there's no guarantee the candidates will be more effective than Vertex's products that are already on the market. Vertex seems likely to dominate the CF market, at least through the next decade.\nLet's compare Vertex's monopoly to the competitive dynamics for AMC and Dogecoin. AMC isn't the only theater chain. Its top rivals include Cineplex, Cinemark, Marcus, and Regal Entertainment. Streaming services that allow people to watch new movies at home are also a competitive threat to AMC.\nDogecoin isn't the only cryptocurrency vying for investors' favor, either. There are other cryptocurrencies that seem even more likely to succeed over the next several years than Dogecoin.\nThe bottom line is that Vertex has a moat, while AMC and Dogecoin don't. Over the long run, moats matter.\nLooking to the future\nDogecoin likely has a hit-or-miss future. It either will become a top cryptocurrency that enjoys enduring use or it will fade away.\nOn the other hand, AMC will probably experience a solid rebound as life returns to normal with fears about the COVID-19 pandemic waning. That should boost the company's sales this year and into 2022. But how long can AMC's growth story last? Movie-theater attendance was declining somewhat even before the pandemic. It won't be surprising to see that trend resume after an initial resurgence.\nMeanwhile, Vertex continues to focus on treating the remaining 10% of CF patients that its current drugs can't help. The company is also developing experimental therapies for other rare diseases, including alpha-1 antitrypsin deficiency, APOL1-mediated kidney diseases, beta-thalassemia, Duchenne muscular dystrophy, and sickle cell disease.\nVertex isn't limiting itself to just rare diseases, though. It's testing an experimental drug for the treatment of acute pain following certain types of surgeries in phase 2 clinical trials. The biotech is evaluating a gene therapy in a phase 1/2 study that holds the potential to essentially cure type 1 diabetes\nThe important thing to note is that Vertex doesn't need all of these programs to be successful. If only one or two of them pan out, this biotech stock should deliver tremendous returns.\nBeyond the hype\nI think it's quite possible that AMC and/or Dogecoin will outperform Vertex over the short term. If you're a short-term trader looking to capture quick profits, that's great. However, my focus from the beginning has been on the long term.\nSooner or later, the hype for AMC and Dogecoin will die down. What happens then? Short-term traders will turn to another stock or cryptocurrency to ride.\nVertex, though, is working every single day to treat and even cure diseases that cause suffering for many people around the world. Its CF franchise is generating billions of dollars in sales every year, and the company is using its growing cash stockpile to fund further development and make more deals to bolster its pipeline.\nMy view is that these continuous efforts will make Vertex a bigger winner than either AMC or Dogecoin over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188668412,"gmtCreate":1623433220336,"gmtModify":1704203710999,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668412","repostId":"1114257617","repostType":4,"repost":{"id":"1114257617","kind":"news","pubTimestamp":1623425495,"share":"https://ttm.financial/m/news/1114257617?lang=&edition=fundamental","pubTime":"2021-06-11 23:31","market":"us","language":"en","title":"The Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans","url":"https://stock-news.laohu8.com/highlight/detail?id=1114257617","media":"zerohedge","summary":"For the past several months we have warned about the pernicious effects soaring prices are having on","content":"<p>For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": Hyperinflation Fears Are Soaring Across America\"), prompting even otherwise boring sellside research to get&nbsp; (hyper) exciting, with Deutsche Bank (which warned this week that \"Inflation Is About To Explode \"Leaving Global Economies Sitting On A Time Bomb\"\") and Bank of America (which \"Just Threw Up All Over The Fed's \"Transitory\" Argument\") now openly claiming that<i>the Fed is wrong</i>, and the US is facing an unprecedented period of far higher, non-transitory inflation, with DB going so far as towarn<i>\"policymakers will face the most challenging years since the Volcker/Reagan period in the 1980s.\"</i></p>\n<p>But none of this has spooked the Fed into conceding - or believing - that inflation is anything more than transitory. And maybe just this once, the Fed has a point because all else equal, by which we mean lack of rising wages, the best cure to higher prices is, well... higher prices.</p>\n<p><b>Presenting Exhibit A</b>: two weeks ago,we observed that anticipatingan end to Biden's stimmy bonanza end and that soon they will have to live again within their means, Americans' buying intentions (6 months from today) as measured by the Conference Board, had cratered across the 3 major spending categories: homes, automobiles and major household appliances.</p>\n<p><img src=\"https://static.tigerbbs.com/440125680ea111da38a7c9adbc47f811\" tg-width=\"500\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p>The drop was so massive, it amounted to the biggest one-month drop in intentions to purchase appliances...</p>\n<p><img src=\"https://static.tigerbbs.com/483ef9fdbbe4fe34fc94863262839a85\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>\n<p>... and homes...</p>\n<p><img src=\"https://static.tigerbbs.com/ea40a948d838e7eaa00fbde1f60e1906\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>\n<p>This confirms what wenoted earlier, namely a record divergence between crashing homebuyer confidence (due to record home prices) and soaring homebuilder confidence (also due to record home prices). Guess which one will matter in the end.</p>\n<p><img src=\"https://static.tigerbbs.com/a49f04b77740aab4ba75d00085dd8ada\" tg-width=\"500\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>Fast forward to today when we just got<b>Exhibit B: the June UMichigan Sentiment Survey.</b></p>\n<p>While there wassome good news here, in that inflation expectations for both the 1-year and 5-10 look ahead periods dropped slightly...</p>\n<p><img src=\"https://static.tigerbbs.com/6f0cf98553bfedc6500457c9aa3cbe0f\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>... what we found more concerning is what chief economist, Richard Curtin said namely that since \"Rising inflation remained a top concern of consumers\", the spontaneous references to market prices for homes, vehicles, and household durables fell to their worst level since the all-time record in November 1974.</p>\n<p>And as Curtin adds, \"<b>these unfavorable perceptions of market prices reduced overall buying attitudes for vehicles and homes to their lowest point since 1982.</b>These declines were especially sharp among those with incomes in the top third, who account for more than half of the dollar volume of retail sales.\"</p>\n<p>This can be seen in the following chart showing records across the board for \"bad buying conditions\" due to high prices for houses, durable goods and autos. In other words, due to soarking prices is America is going on a buyers' strike.</p>\n<p><img src=\"https://static.tigerbbs.com/b46f5f27af1090c20579d573274a9f52\" tg-width=\"500\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p>\n<p>This, for better or worse,<b>screams not only stagflation but also permanently higher prices,</b>as Curting elaborates:</p>\n<blockquote>\n <i>... in the emergence from the pandemic, consumers are temporarily less sensitive to prices due to pent-up demand and record savings as well as improved job and income prospects.</i> \n <i><b>The acceptance of price increases as due to the pandemic, makes inflationary psychology more likely to gain a foothold if the exit is lengthy.</b></i>\n</blockquote>\n<p>The problem: sooner or laters the stimmies will end, but prices by then will already be fixed higher, and good luck trying to pull them down.</p>\n<blockquote>\n <i>While expansive monetary and fiscal policies are still warranted, the accompanying rise in inflation will cause uneven distributional impacts. Those impacts have already been noticed in June among the elderly and lower income households. A shift in the Fed's policy language could douse any incipient inflationary psychology, it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead.</i>\n</blockquote>\n<p>Oh, and for those saying wage hikes may be permanent we have some bad news: employers know very well that the extended unemployment benefits bonanza ends in September at which point millions of currently unemployed workers will flood back into the labor force sending wages sharply lower, and is why instead of raising base pay, most potential employers offer one-time bonuses, which - as the name implies - are one-time. As for higher wage pressures, well... just wait until October when everything reverses, Uncle Sam is no longer a better paying competitor to the US private sector, and wages slump.</p>\n<p>What does that mean for the economy? Well, all those producers and retailers who got used to bumper demand and pushed their prices sharply and not so sharply higher, will face a stark choice: either drag prices right back down, or sell far fewer goods and services. That, or just await the next bailout.</p>\n<p>One thing is certain:<b>six months from today, the US economy will be far, far uglier.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans</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\">\nThe Hangover Arrives: Explosive Inflation Leads To Record Collapse In Home, Car Purchase Plans\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/hangover-arrives-explosive-inflation-leads-record-collapse-home-car-purchase-plans","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114257617","content_text":"For the past several months we have warned about the pernicious effects soaring prices are having on both corporations (\"Buckle Up! Inflation Is Here!\") and consumers (\"\"This Is Not Transitory\": Hyperinflation Fears Are Soaring Across America\"), prompting even otherwise boring sellside research to get  (hyper) exciting, with Deutsche Bank (which warned this week that \"Inflation Is About To Explode \"Leaving Global Economies Sitting On A Time Bomb\"\") and Bank of America (which \"Just Threw Up All Over The Fed's \"Transitory\" Argument\") now openly claiming thatthe Fed is wrong, and the US is facing an unprecedented period of far higher, non-transitory inflation, with DB going so far as towarn\"policymakers will face the most challenging years since the Volcker/Reagan period in the 1980s.\"\nBut none of this has spooked the Fed into conceding - or believing - that inflation is anything more than transitory. And maybe just this once, the Fed has a point because all else equal, by which we mean lack of rising wages, the best cure to higher prices is, well... higher prices.\nPresenting Exhibit A: two weeks ago,we observed that anticipatingan end to Biden's stimmy bonanza end and that soon they will have to live again within their means, Americans' buying intentions (6 months from today) as measured by the Conference Board, had cratered across the 3 major spending categories: homes, automobiles and major household appliances.\n\nThe drop was so massive, it amounted to the biggest one-month drop in intentions to purchase appliances...\n\n... and homes...\n\nThis confirms what wenoted earlier, namely a record divergence between crashing homebuyer confidence (due to record home prices) and soaring homebuilder confidence (also due to record home prices). Guess which one will matter in the end.\n\nFast forward to today when we just gotExhibit B: the June UMichigan Sentiment Survey.\nWhile there wassome good news here, in that inflation expectations for both the 1-year and 5-10 look ahead periods dropped slightly...\n\n... what we found more concerning is what chief economist, Richard Curtin said namely that since \"Rising inflation remained a top concern of consumers\", the spontaneous references to market prices for homes, vehicles, and household durables fell to their worst level since the all-time record in November 1974.\nAnd as Curtin adds, \"these unfavorable perceptions of market prices reduced overall buying attitudes for vehicles and homes to their lowest point since 1982.These declines were especially sharp among those with incomes in the top third, who account for more than half of the dollar volume of retail sales.\"\nThis can be seen in the following chart showing records across the board for \"bad buying conditions\" due to high prices for houses, durable goods and autos. In other words, due to soarking prices is America is going on a buyers' strike.\n\nThis, for better or worse,screams not only stagflation but also permanently higher prices,as Curting elaborates:\n\n... in the emergence from the pandemic, consumers are temporarily less sensitive to prices due to pent-up demand and record savings as well as improved job and income prospects.\nThe acceptance of price increases as due to the pandemic, makes inflationary psychology more likely to gain a foothold if the exit is lengthy.\n\nThe problem: sooner or laters the stimmies will end, but prices by then will already be fixed higher, and good luck trying to pull them down.\n\nWhile expansive monetary and fiscal policies are still warranted, the accompanying rise in inflation will cause uneven distributional impacts. Those impacts have already been noticed in June among the elderly and lower income households. A shift in the Fed's policy language could douse any incipient inflationary psychology, it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead.\n\nOh, and for those saying wage hikes may be permanent we have some bad news: employers know very well that the extended unemployment benefits bonanza ends in September at which point millions of currently unemployed workers will flood back into the labor force sending wages sharply lower, and is why instead of raising base pay, most potential employers offer one-time bonuses, which - as the name implies - are one-time. As for higher wage pressures, well... just wait until October when everything reverses, Uncle Sam is no longer a better paying competitor to the US private sector, and wages slump.\nWhat does that mean for the economy? Well, all those producers and retailers who got used to bumper demand and pushed their prices sharply and not so sharply higher, will face a stark choice: either drag prices right back down, or sell far fewer goods and services. That, or just await the next bailout.\nOne thing is certain:six months from today, the US economy will be far, far uglier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176676459,"gmtCreate":1626883081371,"gmtModify":1703479976630,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/STVN\">$Stevanato Group S.p.A.(STVN)$</a>wonder what happened. Sudden sharp drop","listText":"<a href=\"https://laohu8.com/S/STVN\">$Stevanato Group S.p.A.(STVN)$</a>wonder what happened. Sudden sharp drop","text":"$Stevanato Group S.p.A.(STVN)$wonder what happened. Sudden sharp drop","images":[{"img":"https://static.tigerbbs.com/5610b1cb42c0244c2919ef8da6e18497","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176676459","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188668175,"gmtCreate":1623433194497,"gmtModify":1704203710189,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668175","repostId":"2142572209","repostType":4,"repost":{"id":"2142572209","kind":"news","pubTimestamp":1623426300,"share":"https://ttm.financial/m/news/2142572209?lang=&edition=fundamental","pubTime":"2021-06-11 23:45","market":"us","language":"en","title":"KKR Expands Aircraft Lending, Buying $800 Million CIT Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2142572209","media":"Bloomberg","summary":"(Bloomberg) -- KKR & Co. has acquired an almost $800 million loan portfolio from CIT Group Inc. as i","content":"<p>(Bloomberg) -- KKR &amp; Co. has acquired an almost $800 million loan portfolio from <a href=\"https://laohu8.com/S/CIT\">CIT Group Inc</a>. as it seeks to expand its footprint in the aviation sector.</p>\n<p>The deal is part of the global investment firm’s launch of a new commercial aviation lending platform, AV AirFinance Limited, which will provide secured financing to airlines, lessors, manufacturers and investors. The purchase includes more than fifty loans for about sixty commercial aircrafts, according to a company statement. The loans, on average, yield in the mid-single digits and have about four years remaining before maturing.</p>\n<p>KKR’s acquisition adds to its growing presence in the aviation space. It agreed to buy Atlantic Aviation from <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Infrastructure Corp for $4.48 billion in cash, assuming its debt and restructuring obligations, Bloomberg News reported earlier this week. The firm also provided a credit facility of as much as $150 million to California-based private aviation company Jet Edge International.</p>\n<p>It’s launching the platform at a time when banks have been stepping back from the sector and commercial aircraft owners have a greater need for stable, long-term financing options, Dan Pietrzak, partner and co-head of private credit at KKR told Bloomberg in an emailed statement.</p>\n<p>“AV AirFinance is an exciting expansion of our asset-based finance strategy into directly originated commercial aircraft loans, which represent an attractive downside protected investment opportunity for our long-term capital,” Pietrzak said.</p>\n<p>Siggi Kristinsson has been tapped as AV AirFinance’s chief executive officer. Kristinsson co-founded and served as CEO of Volito Aviation Services AB, which provided debt origination and advisory services to Goldman Sachs Group Inc. and other financial institutions, according to the statement. Ryan Jasinski will join from CIT to focus on loan origination in the Americas. CIT Group disclosed to investors that it had entered into a definitive agreement to sell the portfolio in a first-quarter earnings presentation in April.</p>\n<p>“We are very excited to be entering the market at this time to participate in the social and economic recovery, which is driving demand for commercial aviation and increasing the importance of the long-term financing solutions that support the industry,” Kristinsson said.</p>\n<p>The acquisition of the portfolio is being funded by separate accounts managed by KKR. The firm’s other investments in the aviation sector include Altitude Aviation, Altavair, KKR DVB Aviation Capital, K2 Aviation, DCAL Aviation, Wheels Up and Global Jet Capital.</p>","source":"yahoofinance","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>KKR Expands Aircraft Lending, Buying $800 Million CIT Portfolio</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\">\nKKR Expands Aircraft Lending, Buying $800 Million CIT Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/kkr-expands-aircraft-lending-buying-110000302.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- KKR & Co. has acquired an almost $800 million loan portfolio from CIT Group Inc. as it seeks to expand its footprint in the aviation sector.\nThe deal is part of the global investment ...</p>\n\n<a href=\"https://finance.yahoo.com/news/kkr-expands-aircraft-lending-buying-110000302.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd47562078d0db053d685fa5078990c5","relate_stocks":{"KKR":"KKR & Co L.P.","CIT":"CIT Group Inc"},"source_url":"https://finance.yahoo.com/news/kkr-expands-aircraft-lending-buying-110000302.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142572209","content_text":"(Bloomberg) -- KKR & Co. has acquired an almost $800 million loan portfolio from CIT Group Inc. as it seeks to expand its footprint in the aviation sector.\nThe deal is part of the global investment firm’s launch of a new commercial aviation lending platform, AV AirFinance Limited, which will provide secured financing to airlines, lessors, manufacturers and investors. The purchase includes more than fifty loans for about sixty commercial aircrafts, according to a company statement. The loans, on average, yield in the mid-single digits and have about four years remaining before maturing.\nKKR’s acquisition adds to its growing presence in the aviation space. It agreed to buy Atlantic Aviation from Macquarie Infrastructure Corp for $4.48 billion in cash, assuming its debt and restructuring obligations, Bloomberg News reported earlier this week. The firm also provided a credit facility of as much as $150 million to California-based private aviation company Jet Edge International.\nIt’s launching the platform at a time when banks have been stepping back from the sector and commercial aircraft owners have a greater need for stable, long-term financing options, Dan Pietrzak, partner and co-head of private credit at KKR told Bloomberg in an emailed statement.\n“AV AirFinance is an exciting expansion of our asset-based finance strategy into directly originated commercial aircraft loans, which represent an attractive downside protected investment opportunity for our long-term capital,” Pietrzak said.\nSiggi Kristinsson has been tapped as AV AirFinance’s chief executive officer. Kristinsson co-founded and served as CEO of Volito Aviation Services AB, which provided debt origination and advisory services to Goldman Sachs Group Inc. and other financial institutions, according to the statement. Ryan Jasinski will join from CIT to focus on loan origination in the Americas. CIT Group disclosed to investors that it had entered into a definitive agreement to sell the portfolio in a first-quarter earnings presentation in April.\n“We are very excited to be entering the market at this time to participate in the social and economic recovery, which is driving demand for commercial aviation and increasing the importance of the long-term financing solutions that support the industry,” Kristinsson said.\nThe acquisition of the portfolio is being funded by separate accounts managed by KKR. The firm’s other investments in the aviation sector include Altitude Aviation, Altavair, KKR DVB Aviation Capital, K2 Aviation, DCAL Aviation, Wheels Up and Global Jet Capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181878388,"gmtCreate":1623387148844,"gmtModify":1704202276426,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"amazon stocksplit please.","listText":"amazon stocksplit please.","text":"amazon stocksplit please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181878388","repostId":"2142524078","repostType":4,"repost":{"id":"2142524078","kind":"highlight","pubTimestamp":1623379800,"share":"https://ttm.financial/m/news/2142524078?lang=&edition=fundamental","pubTime":"2021-06-11 10:50","market":"us","language":"en","title":"Prediction: Amazon Will Hit $10,000 by 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2142524078","media":"Motley Fool","summary":"Amazon at $10,000 in four years might sound outrageous, but it's actually saner than you realize.","content":"<p>The stock market offers few guarantees. However, there is <a href=\"https://laohu8.com/S/AONE\">one</a> exception: Change is constant.</p>\n<p>Looking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle every five or 10 years. Innovation, competitive advantages, and acquisitions, among other factors, regularly crown new superstars and pull the rug out from beneath widely held companies.</p>\n<p>It's my belief that e-commerce giant <b>Amazon</b> (NASDAQ:AMZN) is on track to soon surpass both <b>Microsoft</b>&nbsp;and <b>Apple</b>&nbsp;to become the largest publicly traded company. And that's not all. Between now and 2025, I predict Amazon will hit $10,000 a share. This would give the company a $5 trillion market cap.</p>\n<p>Sound outrageous or too good to be true? I'm about to show you why $10,000 by 2025 is saner than you think.</p>\n<h2>Amazon's online market share is unrivaled</h2>\n<p>Let's start by examining Amazon's two (yes, <i>two</i>) dominant operating models.</p>\n<p>Most people are probably very familiar with Amazon's online marketplace. According to data found on statistics-aggregator Statista, nearly 215 million people visited Amazon's online sites in December 2019. We can probably safely assume this figure moved substantially higher throughout 2020, with consumers stuck in their homes due to the coronavirus pandemic.</p>\n<p>Yet this isn't the jaw-dropping figure. What's even more impressive is that Amazon controls an estimated 40.4% of all online sales in the U.S., according to an April 2021 report from eMarketer. Think about this for a moment: $0.40 of every $1 spent online in the U.S. is being routed through Amazon, and the company's market share keeps inching higher.</p>\n<p>While it's great to be the go-to source for e-commerce, Amazon is also acutely aware of how razor thin retail margins can be. It's helped offset this by pushing its Prime membership.</p>\n<p>With Prime, members enjoy free two-day shipping, the unlimited streaming of movies and videos on Prime Video, and multiple deals and discounts when shopping. For Amazon, Prime helps the company generate tens of billions of dollars in additional revenue. With more than 200 million Prime members worldwide, Amazon is able to use the revenue from Prime to undercut brick-and-mortar retailers on price. It also doesn't hurt that Prime members have added incentive to spend more and to stay within Amazon's ecosystem of products and services.</p>\n<h2>AWS is becoming a more important puzzle piece</h2>\n<p>But Amazon is about far more than just its dominant online marketplace. The company's cloud infrastructure segment, Amazon Web Services (AWS), is also an absolute beast.</p>\n<p>According to global technology-analysis company Canalys, worldwide cloud revenue spending in the first quarter of 2021 totaled $41.8 billion. Of that nearly $42 billion, Google Cloud (a division of <b>Alphabet</b>) accounted for 7%, Microsoft Azure was responsible for 19%, and AWS stood tall with a 32% market share!</p>\n<p>With the pandemic wreaking havoc on traditional workplaces, businesses of all sizes have been pushing online and into the cloud to reach customers. That's meant sustainably high demand for AWS, which provides everything from database storage and content delivery to advanced analytics and management tools.</p>\n<p>How impressive has AWS been for Amazon? During the worst economic downturn in decades in 2020, AWS <i>still</i> grew sales by 30%. Revenue jumped another 32% in the first quarter of 2021, which pushed its annual sales run rate to about $54 billion.</p>\n<p>What's important to realize about AWS is that the margins associated with cloud infrastructure services are light years higher than Amazon's online marketplace. Even though AWS accounted for \"just\" $13.5 billion of the company's $108.5 billion in net sales in Q1 2021, it produced close to $4.2 billion in operating income. Amazon's other businesses, which yielded $95 billion in revenue, produced only $4.7 billion in operating income. In short, as AWS grows into a large percentage of total sales, operating income and cash flow will grow at a much faster rate than the company's total sales.</p>\n<h2>Amazon at $10,000 by 2025 is a very real possibility</h2>\n<p>Here's where things get interesting. It's no secret that Amazon's valuation doesn't make much sense using traditional fundamental analysis. This is to say that its price-to-earnings ratio and book value have always been in nosebleed territory. However, neither measure serves much purpose when we're talking about a nontraditional, fast-growing business. Since Amazon chooses to reinvest a majority of its capital, operating cash flow and historic operating cash flow multiples are considerably better measures of value for the company.</p>\n<p>Dating back to 2010, Amazon has ended each of the past 11 years at a multiple relative to its operating cash flow of between 23 and 37. Again, from a fundamental perspective, this might seem high. But given Amazon's utter dominance in e-commerce and cloud infrastructure services, it's a multiple that Wall Street and investors have been perfectly willing to support for more than a decade.</p>\n<p>As we look to 2021 and beyond, Wall Street is crystal clear that it expects AWS to help more than double Amazon's cash flow per share. Keeping in mind that estimates are fluid, here's what analysts are looking for, in terms of cash flow per share, through 2025, courtesy of <b>FactSet</b>:</p>\n<ul>\n <li><b>2021:</b> $153.73 consensus cash flow per share (CFPS)</li>\n <li><b>2022:</b> $192.99 consensus CFPS</li>\n <li><b>2023:</b> $234.91 consensus CFPS</li>\n <li><b>2024:</b> $294.30 consensus CFPS</li>\n <li><b>2025:</b> $341.70 consensus CFPS</li>\n</ul>\n<p>If Amazon were to simply remain valued at the median of its operating cash flow multiple (30) over the past 11 years (the midpoint between 23 and 37), the $341.70 in CFPS that it's estimated by Wall Street to bring in by 2025 would lead to a share price of (drum roll) $10,251.</p>\n<p>Amazon at $10,000 might seem like a pie-in-the-sky number, but it would be right in line with how investors have always valued the company. As long as AWS keeps growing by close to 30%, Amazon at $10,000 by 2025 becomes a very achievable target over the next four years.</p>","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>Prediction: Amazon Will Hit $10,000 by 2025</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\">\nPrediction: Amazon Will Hit $10,000 by 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market offers few guarantees. However, there is one exception: Change is constant.\nLooking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AMZN":"亚马逊","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/10/prediction-amazon-will-hit-10000-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142524078","content_text":"The stock market offers few guarantees. However, there is one exception: Change is constant.\nLooking back, it's not uncommon to see the market's 10 largest companies by market cap completely reshuffle every five or 10 years. Innovation, competitive advantages, and acquisitions, among other factors, regularly crown new superstars and pull the rug out from beneath widely held companies.\nIt's my belief that e-commerce giant Amazon (NASDAQ:AMZN) is on track to soon surpass both Microsoft and Apple to become the largest publicly traded company. And that's not all. Between now and 2025, I predict Amazon will hit $10,000 a share. This would give the company a $5 trillion market cap.\nSound outrageous or too good to be true? I'm about to show you why $10,000 by 2025 is saner than you think.\nAmazon's online market share is unrivaled\nLet's start by examining Amazon's two (yes, two) dominant operating models.\nMost people are probably very familiar with Amazon's online marketplace. According to data found on statistics-aggregator Statista, nearly 215 million people visited Amazon's online sites in December 2019. We can probably safely assume this figure moved substantially higher throughout 2020, with consumers stuck in their homes due to the coronavirus pandemic.\nYet this isn't the jaw-dropping figure. What's even more impressive is that Amazon controls an estimated 40.4% of all online sales in the U.S., according to an April 2021 report from eMarketer. Think about this for a moment: $0.40 of every $1 spent online in the U.S. is being routed through Amazon, and the company's market share keeps inching higher.\nWhile it's great to be the go-to source for e-commerce, Amazon is also acutely aware of how razor thin retail margins can be. It's helped offset this by pushing its Prime membership.\nWith Prime, members enjoy free two-day shipping, the unlimited streaming of movies and videos on Prime Video, and multiple deals and discounts when shopping. For Amazon, Prime helps the company generate tens of billions of dollars in additional revenue. With more than 200 million Prime members worldwide, Amazon is able to use the revenue from Prime to undercut brick-and-mortar retailers on price. It also doesn't hurt that Prime members have added incentive to spend more and to stay within Amazon's ecosystem of products and services.\nAWS is becoming a more important puzzle piece\nBut Amazon is about far more than just its dominant online marketplace. The company's cloud infrastructure segment, Amazon Web Services (AWS), is also an absolute beast.\nAccording to global technology-analysis company Canalys, worldwide cloud revenue spending in the first quarter of 2021 totaled $41.8 billion. Of that nearly $42 billion, Google Cloud (a division of Alphabet) accounted for 7%, Microsoft Azure was responsible for 19%, and AWS stood tall with a 32% market share!\nWith the pandemic wreaking havoc on traditional workplaces, businesses of all sizes have been pushing online and into the cloud to reach customers. That's meant sustainably high demand for AWS, which provides everything from database storage and content delivery to advanced analytics and management tools.\nHow impressive has AWS been for Amazon? During the worst economic downturn in decades in 2020, AWS still grew sales by 30%. Revenue jumped another 32% in the first quarter of 2021, which pushed its annual sales run rate to about $54 billion.\nWhat's important to realize about AWS is that the margins associated with cloud infrastructure services are light years higher than Amazon's online marketplace. Even though AWS accounted for \"just\" $13.5 billion of the company's $108.5 billion in net sales in Q1 2021, it produced close to $4.2 billion in operating income. Amazon's other businesses, which yielded $95 billion in revenue, produced only $4.7 billion in operating income. In short, as AWS grows into a large percentage of total sales, operating income and cash flow will grow at a much faster rate than the company's total sales.\nAmazon at $10,000 by 2025 is a very real possibility\nHere's where things get interesting. It's no secret that Amazon's valuation doesn't make much sense using traditional fundamental analysis. This is to say that its price-to-earnings ratio and book value have always been in nosebleed territory. However, neither measure serves much purpose when we're talking about a nontraditional, fast-growing business. Since Amazon chooses to reinvest a majority of its capital, operating cash flow and historic operating cash flow multiples are considerably better measures of value for the company.\nDating back to 2010, Amazon has ended each of the past 11 years at a multiple relative to its operating cash flow of between 23 and 37. Again, from a fundamental perspective, this might seem high. But given Amazon's utter dominance in e-commerce and cloud infrastructure services, it's a multiple that Wall Street and investors have been perfectly willing to support for more than a decade.\nAs we look to 2021 and beyond, Wall Street is crystal clear that it expects AWS to help more than double Amazon's cash flow per share. Keeping in mind that estimates are fluid, here's what analysts are looking for, in terms of cash flow per share, through 2025, courtesy of FactSet:\n\n2021: $153.73 consensus cash flow per share (CFPS)\n2022: $192.99 consensus CFPS\n2023: $234.91 consensus CFPS\n2024: $294.30 consensus CFPS\n2025: $341.70 consensus CFPS\n\nIf Amazon were to simply remain valued at the median of its operating cash flow multiple (30) over the past 11 years (the midpoint between 23 and 37), the $341.70 in CFPS that it's estimated by Wall Street to bring in by 2025 would lead to a share price of (drum roll) $10,251.\nAmazon at $10,000 might seem like a pie-in-the-sky number, but it would be right in line with how investors have always valued the company. As long as AWS keeps growing by close to 30%, Amazon at $10,000 by 2025 becomes a very achievable target over the next four years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181848752,"gmtCreate":1623386829276,"gmtModify":1704202264300,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181848752","repostId":"2142221222","repostType":4,"repost":{"id":"2142221222","kind":"highlight","pubTimestamp":1623380520,"share":"https://ttm.financial/m/news/2142221222?lang=&edition=fundamental","pubTime":"2021-06-11 11:02","market":"us","language":"en","title":"Making Money in the Stock Market Is Easy -- If You Avoid This 1 Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=2142221222","media":"Motley Fool","summary":"Get-rich-quick strategies rarely work.","content":"<p>As economist Burton Malkiel, author of the investing classic <i>A</i> <i>Random Walk Down Wall Street</i>, says: \"It is not hard to make money in the market. What is hard to avoid is the alluring temptation to throw your money away on short, get-rich-quick speculative binges.\"</p>\n<p>Investing in the stock market can be as simple or complicated as you make it out to be. You can hand-pick dozens of stocks in your portfolio and aggressively trade every day. You can also hold a single exchange-traded fund (ETF) that mirrors the <b>S&amp;P 500</b> and hang on to that investment forever. You can make money both ways, although your returns and risk will vary significantly.</p>\n<h2>Meme stocks can be speculative binges</h2>\n<p>While you can certainly make a case for meme stocks being good long-term investments, the temptation for many investors these days is to try and make a significant amount of money in a very short time. And in the near term, stocks can be very erratic. A good example of that is <b>Ocugen </b>(NASDAQ:OCGN). The biotech company only recorded revenue last year for work that it was doing to help fellow biotech Advaite develop a COVID-19 testing kit. And at just $42,620, it was minuscule compared to Ocugen's net losses, which totaled $22 million.</p>\n<p>Without much of an established business, investors have been speculating on the success of a COVID-19 vaccine candidate, Covaxin, that Ocugen is co-developing with Indian company Bharat Biotech. But even if it's successful, a vaccine may be too little too late, given that half of Americans have already received at least <a href=\"https://laohu8.com/S/AONE\">one</a> dose. Under its agreement with Bharat, Ocugen will share in 45% of the profits from vaccine sales in the U.S. market; this has recently been expanded to also include Canada (58% of people there have received at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> dose of a vaccine). Covaxin has not been approved in either market, although Ocugen plans to submit a request for emergency use approval to the U.S. Food and Drug Administration as early as this month.</p>\n<p>Despite what could prove to be limited profits to share, investors are buying up the stock as if it will generate billions in revenue; shares of Ocugen are up over 460% this year, while the S&amp;P 500 has risen only 12%. Contrast that with a much safer stock like <b>DexCom</b> (NASDAQ:DXCM) that generates billions in revenue and posts actual profits -- its shares are up by just 5% in the same time.</p>\n<h2>Safe investments may be boring, but they don't put you at significant risk</h2>\n<p>Investing in a medical device company like DexCom -- it's in the business of helping people with diabetes -- is a much safer bet over the long term. Projections from the American Diabetes Association suggest that the disease will be much more prevalent in the future -- the number of diabetes patients in the U.S. in 2000, approximately 11 million, is expected to nearly double to 20 million in 2025. And in 2050 there could be as many as 29 million Americans living with the disease.</p>\n<p>DexCom and its continuous glucose monitoring systems help people stay on top of their glucose levels, and demand for these products will remain strong for the foreseeable future; there isn't much guessing or speculation involved with the business. And while that safety isn't particularly exciting to speculators, investors who are looking to truly make money from the stock market should unquestionably pick DexCom over Ocugen.</p>\n<p>Similarly, you could buy an ETF like the <b><a href=\"https://laohu8.com/S/IYH\">iShares U.S. Healthcare ETF</a></b>, which holds many of the top healthcare stocks you'll find on the markets -- no, Ocugen isn't one. Investing in a broad mix of stocks through an ETF spreads out your risk, ensuring your returns won't be dependent on how one single holding performs. That's what makes investing in ETFs even more of a sure thing: As long as their component stocks do well over the long term, your portfolio's value will likely increase over time.</p>\n<h2>The bottom line</h2>\n<p>Malkiel mentions in his book that some investors like to make \"castles in the air\" and fantasize about what a company will be in the future, and of course, pay significant premiums based on those incredibly optimistic projections. But many times, fantasy doesn't line up with reality.</p>\n<p>Focusing on stocks that are already profitable, with strong businesses and a clear path to growth, puts you in a great position to profit over the long term -- as long as you resist the urge to gamble on other high-risk investments. And if you aren't comfortable picking your own stocks, you can go with ETFs. Just be careful about speculating -- betting big money on the short term can be incredibly dangerous and costly for your portfolio.</p>","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>Making Money in the Stock Market Is Easy -- If You Avoid This 1 Thing</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\">\nMaking Money in the Stock Market Is Easy -- If You Avoid This 1 Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/10/making-money-in-the-stock-market-is-easy-if-you-av/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As economist Burton Malkiel, author of the investing classic A Random Walk Down Wall Street, says: \"It is not hard to make money in the market. What is hard to avoid is the alluring temptation to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/10/making-money-in-the-stock-market-is-easy-if-you-av/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXCM":"德康医疗","OCGN":"Ocugen"},"source_url":"https://www.fool.com/investing/2021/06/10/making-money-in-the-stock-market-is-easy-if-you-av/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142221222","content_text":"As economist Burton Malkiel, author of the investing classic A Random Walk Down Wall Street, says: \"It is not hard to make money in the market. What is hard to avoid is the alluring temptation to throw your money away on short, get-rich-quick speculative binges.\"\nInvesting in the stock market can be as simple or complicated as you make it out to be. You can hand-pick dozens of stocks in your portfolio and aggressively trade every day. You can also hold a single exchange-traded fund (ETF) that mirrors the S&P 500 and hang on to that investment forever. You can make money both ways, although your returns and risk will vary significantly.\nMeme stocks can be speculative binges\nWhile you can certainly make a case for meme stocks being good long-term investments, the temptation for many investors these days is to try and make a significant amount of money in a very short time. And in the near term, stocks can be very erratic. A good example of that is Ocugen (NASDAQ:OCGN). The biotech company only recorded revenue last year for work that it was doing to help fellow biotech Advaite develop a COVID-19 testing kit. And at just $42,620, it was minuscule compared to Ocugen's net losses, which totaled $22 million.\nWithout much of an established business, investors have been speculating on the success of a COVID-19 vaccine candidate, Covaxin, that Ocugen is co-developing with Indian company Bharat Biotech. But even if it's successful, a vaccine may be too little too late, given that half of Americans have already received at least one dose. Under its agreement with Bharat, Ocugen will share in 45% of the profits from vaccine sales in the U.S. market; this has recently been expanded to also include Canada (58% of people there have received at least one dose of a vaccine). Covaxin has not been approved in either market, although Ocugen plans to submit a request for emergency use approval to the U.S. Food and Drug Administration as early as this month.\nDespite what could prove to be limited profits to share, investors are buying up the stock as if it will generate billions in revenue; shares of Ocugen are up over 460% this year, while the S&P 500 has risen only 12%. Contrast that with a much safer stock like DexCom (NASDAQ:DXCM) that generates billions in revenue and posts actual profits -- its shares are up by just 5% in the same time.\nSafe investments may be boring, but they don't put you at significant risk\nInvesting in a medical device company like DexCom -- it's in the business of helping people with diabetes -- is a much safer bet over the long term. Projections from the American Diabetes Association suggest that the disease will be much more prevalent in the future -- the number of diabetes patients in the U.S. in 2000, approximately 11 million, is expected to nearly double to 20 million in 2025. And in 2050 there could be as many as 29 million Americans living with the disease.\nDexCom and its continuous glucose monitoring systems help people stay on top of their glucose levels, and demand for these products will remain strong for the foreseeable future; there isn't much guessing or speculation involved with the business. And while that safety isn't particularly exciting to speculators, investors who are looking to truly make money from the stock market should unquestionably pick DexCom over Ocugen.\nSimilarly, you could buy an ETF like the iShares U.S. Healthcare ETF, which holds many of the top healthcare stocks you'll find on the markets -- no, Ocugen isn't one. Investing in a broad mix of stocks through an ETF spreads out your risk, ensuring your returns won't be dependent on how one single holding performs. That's what makes investing in ETFs even more of a sure thing: As long as their component stocks do well over the long term, your portfolio's value will likely increase over time.\nThe bottom line\nMalkiel mentions in his book that some investors like to make \"castles in the air\" and fantasize about what a company will be in the future, and of course, pay significant premiums based on those incredibly optimistic projections. But many times, fantasy doesn't line up with reality.\nFocusing on stocks that are already profitable, with strong businesses and a clear path to growth, puts you in a great position to profit over the long term -- as long as you resist the urge to gamble on other high-risk investments. And if you aren't comfortable picking your own stocks, you can go with ETFs. Just be careful about speculating -- betting big money on the short term can be incredibly dangerous and costly for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373706599,"gmtCreate":1618881522811,"gmtModify":1704716267755,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>for such a high valuation company.. 12-13 seems like a good entry point. Just hope the merge gets the full green light!","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>for such a high valuation company.. 12-13 seems like a good entry point. Just hope the merge gets the full green light!","text":"$Altimeter Growth Corp.(AGC)$for such a high valuation company.. 12-13 seems like a good entry point. Just hope the merge gets the full green light!","images":[{"img":"https://static.tigerbbs.com/455a072970779218baa3854d55efc9ed","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373706599","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151825976,"gmtCreate":1625072736095,"gmtModify":1703735614422,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Yayyyyy","listText":"Yayyyyy","text":"Yayyyyy","images":[{"img":"https://static.tigerbbs.com/231f9ce450ed628df9c5619ca9a48e82","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151825976","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188668626,"gmtCreate":1623433207365,"gmtModify":1704203710514,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"Woots","listText":"Woots","text":"Woots","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188668626","repostId":"1135185071","repostType":4,"repost":{"id":"1135185071","kind":"news","pubTimestamp":1623425954,"share":"https://ttm.financial/m/news/1135185071?lang=&edition=fundamental","pubTime":"2021-06-11 23:39","market":"us","language":"en","title":"Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</p>","source":"lsy1610680873436","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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</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\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181876062,"gmtCreate":1623387169356,"gmtModify":1704202277071,"author":{"id":"3573872079389073","authorId":"3573872079389073","name":"肥仔潜力股","avatar":"https://static.tigerbbs.com/a314146553928a2f422e596fb08cef8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573872079389073","authorIdStr":"3573872079389073"},"themes":[],"htmlText":"stocksplit!","listText":"stocksplit!","text":"stocksplit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181876062","repostId":"1179796596","repostType":4,"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}