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TotoPangan
08-13
the power of sell put options
Option Witch | Tesla Stock Is Down but Still Treading Water - Ideal for Put Option Short Sellers
TotoPangan
07-26
$150 all in
Google: The More It Drops, The More I'll Buy
TotoPangan
07-03
i exit my buy call options since January and profited. now i'm HODL my TSLA stocks.
Tesla's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales
TotoPangan
07-02
elon musk won't fail us.
Tesla: ARK's Valuation Is Stretched But The Vision Is Right
TotoPangan
06-13
soon will be delisting
Virgin Galactic Shares Plunge 13% on Reverse Stock-Split Announcement
TotoPangan
04-05
elon knows what his best for his company.
Musk Tweeted 52 Times After Tesla’s Delivery "Disaster." Only 2 Were About the EV Maker
TotoPangan
03-27
$Tesla Motors(TSLA)$
my target price is $295
TotoPangan
03-07
i trust Elon Musk. watch out when TSLA bounce back.
Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play
TotoPangan
01-26
$Tesla Motors(TSLA)$
last run by the bear
TotoPangan
2023-11-26
thank you[Sly]
TotoPangan
2022-01-20
Thank you Tiger Brokers.
TotoPangan
2021-09-21
$ReWalk Robotics(RWLK)$
what the heck just happened? Pre market shoot up
TotoPangan
2021-09-10
$Onion Group(OG)$
please break $6.010 and $7 tonight
TotoPangan
2021-09-10
$Cinedigm(CIDM)$
hopefully it will break $2.33 tonight.
TotoPangan
2021-08-26
$Naked Brand(NAKD)$
green gap. Bull for a short period of time.HODL for 2 to 3 years.keep pumping the dip.
TotoPangan
2021-08-26
Gap green. Sign of going up.Will hold for 2 to 3 years.Keep pumping the dip.
TotoPangan
2021-08-25
Lol..naked.. have patience
Some meme stocks slipped in morning trading
TotoPangan
2021-08-25
$Naked Brand(NAKD)$
the tiger is telling us... patience patience... hold hold hold
TotoPangan
2021-08-06
$Big Digital, Inc.(BTBT)$
will test $18.5 then decide if exit or hold
TotoPangan
2021-08-02
$Big Digital, Inc.(BTBT)$
it seems there is good news?
Go to Tiger App to see more news
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power of sell put options","listText":"the power of sell put options","text":"the power of sell put options","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337972797177936","repostId":"2459931961","repostType":2,"repost":{"id":"2459931961","kind":"highlight","pubTimestamp":1723530600,"share":"https://ttm.financial/m/news/2459931961?lang=&edition=fundamental","pubTime":"2024-08-13 14:30","market":"us","language":"en","title":"Option Witch | Tesla Stock Is Down but Still Treading Water - Ideal for Put Option Short Sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2459931961","media":"Barchart","summary":"Tesla Inc stock is off 24% since early July and fell further after the July 23 release of its Q2 results. It has been treading water lately below $200 with high put option premiums. That is ideal for short sellers as an income play - selling short out-of-the-money puts in nearby expiry periods.In mid-day trading on Monday, Aug. 12, TSLA is at $197.38, down 23.4% from $257.86 on July 10. However, since the end of June 30 it has stayed flat at just under $200 per share.Nevertheless, the stock's put option premiums are very high. Short sellers can take advantage of this by shorting them in near-term expiry periods.That provides extra income, especially for existing shareholders who also could gain from any increase in the stock price. One reason is that Tesla stock looks cheap here.For example, look at the Sept. 6 put option expiration period, which is just over 3 weeks away . It shows that the deep out-of-the-money puts still have high premiums. That makes them ideal as income plays.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a> stock is off 24% since early July and fell further after the July 23 release of its Q2 results. It has been treading water lately below $200 with high put option premiums. That is ideal for short sellers as an income play - selling short out-of-the-money (OTM) puts in nearby expiry periods.</p><p>As of Monday, Aug. 12, TSLA is down 23.4% from $257.86 on July 10. However, since the end of June 30 (i.e., the whole of Q3) it has stayed flat at just under $200 per share.</p><p>Nevertheless, the stock's put option premiums are very high. Short sellers can take advantage of this by shorting them in near-term expiry periods. </p><p>That provides extra income, especially for existing shareholders who also could gain from any increase in the stock price. One reason is that Tesla stock looks cheap here.</p><h3 id=\"id_4172524088\">Tesla Stock Could Be Undervalued</h3><p>I discussed this in a recent article on Tesla. My July 24 Barchart article showed that despite the company's poor quarterly results, TSLA stock could be cheap.</p><p>For example, the market has been upset that despite a 2% YoY rise in overall revenue, its automotive sales were down 7% Y/Y. However, its operating income was still positive and it generated $1.34 billion in free cash flow even after $2.27 billion in capex spending.</p><p>That represented a 5.26% FCF margin (i.e., $1.34b/$25.5 billion in sales). That augurs well for the company going forward.</p><p>For example, analysts forecast sales will rise to $116.23 billion next year, up over 16.8% from $99.49 billion forecast for 2024. Therefore, if Tesla can keep making high FCF margins, its value is likely to rise.</p><h3 id=\"id_659592689\">Target Price Estimate</h3><p>Let's assume that with higher sales its FCF margin rises to 7.5%. Its free cash flow will hit $8.72 billion (i.e., 0.75 x $116.23 billion in forecast 2025 sales).</p><p>As a result, using a 1.0% FCF yield metric, its market cap could rise to $872 billion (i.e., $8.72/0.01). That is 37.9% over its present $632.3 billion market value. In other words, TSLA stock could be worth <strong>$272.19</strong> per share (i.e., $197.38 x 1.379).</p><p>But just be conservative, let's say its FCF margin rises to just 6% and sales rise just 15% to $114.4 billion next year. That implies that its FCF will be $6.865 billion (i.e., 0.06 x $114.4b = $6.865b).</p><p>Therefore, its market cap, using a 1.0% FCF yield metric, will be $686.5 billion. That is still 8.56% over today's $632.3 billion market value. That results in a price target of <strong>$214.28</strong> per share.</p><p>In other words, our price target range is between $214 and $272 per share, or <strong>$243</strong> per share on average. That is is still 23% over today's price.</p><p>One way to play this is to sell short out-of-the-money (OTM) put options, given their high premiums.</p><h3 id=\"id_2994098906\">Shorting OTM Puts</h3><p>For example, look at the Sept. 6 put option expiration period, which is just over 3 weeks away (25 days). It shows that the deep out-of-the-money (OTM) puts still have high premiums. That makes them ideal as income plays.</p><p>The $175 strike price put option now trades for $2.80 on the bid side. This strike price is well over 10% below today's stock price. The short seller can make an immediate yield of 1.60% (i.e., $2.82/$175.00).</p><p><a href=\"https://ttm.financial/OPT/TSLA%2020240906%20175.0%20PUT\" title=\"$TSLA 20240906 175.0 PUT$\" target=\"_blank\">$TSLA 20240906 175.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3ef93055a86768186c1206a62537452\" tg-width=\"1115\" tg-height=\"524\"/></p><p> TSLA puts expiring Sept. 6 - Barchart - As of Aug. 12</p><p>That means that an investor who secures $17,500 with their brokerage firm can enter an order to “Sell to Open” 1 contract at $175 and immediately receive $280 in their account. That works would to an investment return of 1.60%.</p><p>As long as the stock stays over $175.00 the investor will not be obligated to 100 shares per contract shorted at the $175.00 strike price.</p></body></html>","source":"barchart_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>Option Witch | Tesla Stock Is Down but Still Treading Water - Ideal for Put Option Short Sellers</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\">\nOption Witch | Tesla Stock Is Down but Still Treading Water - Ideal for Put Option Short Sellers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-13 14:30 GMT+8 <a href=https://www.barchart.com/story/news/27973890/tesla-stock-is-down-but-still-treading-water-ideal-for-put-option-short-sellers-as-an-income-play><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc stock is off 24% since early July and fell further after the July 23 release of its Q2 results. It has been treading water lately below $200 with high put option premiums. That is ideal for...</p>\n\n<a href=\"https://www.barchart.com/story/news/27973890/tesla-stock-is-down-but-still-treading-water-ideal-for-put-option-short-sellers-as-an-income-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0823414478.USD":"法巴经典能源转换基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","TSLA":"特斯拉","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4592":"伊斯兰概念"},"source_url":"https://www.barchart.com/story/news/27973890/tesla-stock-is-down-but-still-treading-water-ideal-for-put-option-short-sellers-as-an-income-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459931961","content_text":"Tesla Inc stock is off 24% since early July and fell further after the July 23 release of its Q2 results. It has been treading water lately below $200 with high put option premiums. That is ideal for short sellers as an income play - selling short out-of-the-money (OTM) puts in nearby expiry periods.As of Monday, Aug. 12, TSLA is down 23.4% from $257.86 on July 10. However, since the end of June 30 (i.e., the whole of Q3) it has stayed flat at just under $200 per share.Nevertheless, the stock's put option premiums are very high. Short sellers can take advantage of this by shorting them in near-term expiry periods. That provides extra income, especially for existing shareholders who also could gain from any increase in the stock price. One reason is that Tesla stock looks cheap here.Tesla Stock Could Be UndervaluedI discussed this in a recent article on Tesla. My July 24 Barchart article showed that despite the company's poor quarterly results, TSLA stock could be cheap.For example, the market has been upset that despite a 2% YoY rise in overall revenue, its automotive sales were down 7% Y/Y. However, its operating income was still positive and it generated $1.34 billion in free cash flow even after $2.27 billion in capex spending.That represented a 5.26% FCF margin (i.e., $1.34b/$25.5 billion in sales). That augurs well for the company going forward.For example, analysts forecast sales will rise to $116.23 billion next year, up over 16.8% from $99.49 billion forecast for 2024. Therefore, if Tesla can keep making high FCF margins, its value is likely to rise.Target Price EstimateLet's assume that with higher sales its FCF margin rises to 7.5%. Its free cash flow will hit $8.72 billion (i.e., 0.75 x $116.23 billion in forecast 2025 sales).As a result, using a 1.0% FCF yield metric, its market cap could rise to $872 billion (i.e., $8.72/0.01). That is 37.9% over its present $632.3 billion market value. In other words, TSLA stock could be worth $272.19 per share (i.e., $197.38 x 1.379).But just be conservative, let's say its FCF margin rises to just 6% and sales rise just 15% to $114.4 billion next year. That implies that its FCF will be $6.865 billion (i.e., 0.06 x $114.4b = $6.865b).Therefore, its market cap, using a 1.0% FCF yield metric, will be $686.5 billion. That is still 8.56% over today's $632.3 billion market value. That results in a price target of $214.28 per share.In other words, our price target range is between $214 and $272 per share, or $243 per share on average. That is is still 23% over today's price.One way to play this is to sell short out-of-the-money (OTM) put options, given their high premiums.Shorting OTM PutsFor example, look at the Sept. 6 put option expiration period, which is just over 3 weeks away (25 days). It shows that the deep out-of-the-money (OTM) puts still have high premiums. That makes them ideal as income plays.The $175 strike price put option now trades for $2.80 on the bid side. This strike price is well over 10% below today's stock price. The short seller can make an immediate yield of 1.60% (i.e., $2.82/$175.00).$TSLA 20240906 175.0 PUT$ TSLA puts expiring Sept. 6 - Barchart - As of Aug. 12That means that an investor who secures $17,500 with their brokerage firm can enter an order to “Sell to Open” 1 contract at $175 and immediately receive $280 in their account. That works would to an investment return of 1.60%.As long as the stock stays over $175.00 the investor will not be obligated to 100 shares per contract shorted at the $175.00 strike price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331658349203616,"gmtCreate":1721978861286,"gmtModify":1721978864881,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"$150 all in","listText":"$150 all in","text":"$150 all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331658349203616","repostId":"2454633194","repostType":4,"repost":{"id":"2454633194","kind":"highlight","pubTimestamp":1721972575,"share":"https://ttm.financial/m/news/2454633194?lang=&edition=fundamental","pubTime":"2024-07-26 13:42","market":"fut","language":"en","title":"Google: The More It Drops, The More I'll Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2454633194","media":"seekingalpha","summary":"Tech valuations are under pressure despite Alphabet Inc./Google's good quarterly earnings.Google's profits exceed estimates, operating margins grow, and stock falls 5%.Cloud business now $40 billion/y","content":"<html><head></head><body><ul style=\"\"><li><p>Tech valuations are under pressure despite Alphabet Inc./Google's good quarterly earnings.</p></li><li><p>Google's profits exceed estimates, operating margins grow, and stock falls 5%.</p></li><li><p>Cloud business now $40 billion/year, profits up 29%, stock undervalued at profit multiple of 19.8x.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2a80c2af486c25ced782e497a61a1852\" tg-width=\"750\" tg-height=\"500\"/></p><p>Prykhodov</p><p></p><p>Tech valuations have come under considerable pressure this week, even after <strong>Alphabet Inc.</strong> <strong>(NASDAQ:GOOG) (NASDAQ:GOOGL)</strong> a.k.a <strong>Google</strong> presented rather good quarterly earnings for 2Q24.</p><p>Google's profits exceeded the Street's estimate and operating margins grew as well, thanks to a solid trajectory in search and cloud.</p><p>Google's stock fell 5% on Wednesday, creating a fear-driven opportunity for rational investors to gobble up stock at a discounted price.</p><p>Uncertainty about AI spending might have added to the weak earnings response, but the earnings release as such contained many more positives than negatives, in my view.</p><p>With a profit multiple of less than 20x and double-digit profit growth anticipated next year, I am exploiting the uncertainty and scrambling to grab more stock out of the bargain bin.</p><h2 id=\"id_714593506\">My Rating History</h2><p>Google's solid search results and advertising rebound underpinned my Buy recommendation previously, as did the company's share buyback program and the announcement of a dividend.</p><p>In the second quarter, we have seen ongoing momentum in search. While management could have done more to explain the specific benefits of its AI spending, I think that the market responded in an immature and short-sighted way to Google's earnings.</p><h2 id=\"id_244847038\">2Q24 Results Were Good Enough, Cloud Now $40 Billion/Year Business, Search Strength</h2><p>Google ended the second quarter with $1.89 per share in profits, which exceeded the Street's profit estimate of $1.85 per share by 4 cents. Google's 2Q was the sixth consecutive quarter in which the technology company reported better-than-expected profits.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cccc188b26f14ead2a4cb663b360d0ee\" tg-width=\"640\" tg-height=\"182\"/></p><p>Earnings And Revenue (Yahoo Finance)</p><p></p><p>If we look at Google's earnings results, the technology company had a reasonably solid second quarter with major key financial targets growing in the double digits: Total sales rose 14% YoY to $84.7 billion, thanks to recovering growth in search.</p><p>YouTube sales were up 13.0% compared to last year and reached $8.7 billion. Cloud, which is now on a $40 billion annual run-rate sales basis, grew sales 29% YoY.</p><p>Google's profit growth was impressive as well: The technology company earned $23.6 billion in net income, up 29% YoY thanks to robust demand for ad sales on the search platform, but also cloud, which made the biggest sales leap in the second quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/66a8b2facaa55093217ecfc72b9ba928\" tg-width=\"640\" tg-height=\"241\"/></p><p>Profit Growth (Alphabet Inc.)</p><p></p><p>Importantly, thanks to continued scaling success in the search and cloud segment, Google has been able to grow its operating income margins from 29% to 32%. This growth is driven by search, which is seeing ad sales strength, as well as cloud.</p><p>Google's cloud business is shaping up to become a real juggernaut of a business, with $10.3 billion in sales in 2Q24 and an operating income of $1.2 billion.</p><p>Though the cloud's operating income profitability is still relatively low (it accounted for only 4% of total operating income), the segment is by far the fastest growing segment: Cloud tripled profits YoY whereas Google Services (which includes Google's advertising platforms) grew its operating income 27%.</p><p>Though search is still the main source for the majority of Google's operating income, the cloud is the most compelling story within Google from a growth angle.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e8cfb2df9b2e9cc96d8bb2c7f0c0bb5\" tg-width=\"640\" tg-height=\"149\"/></p><p>Operating Income (Alphabet Inc.)</p><p></p><h2 id=\"id_1460882661\">The Market Needs Certainty About Google's AI Spending</h2><p>Google's 2Q24 earnings were not bad at all, but management failed to clarify on the earnings conference call what the specific benefits of the company's AI investments will be.</p><p>While tech stocks really have had an impressive run so far this year, the lack of specific AI benefit guidance may have contributed to Google's selloff on Wednesday and made a bad situation worse.</p><p>Presently, tech stocks have rotated out of favor with investors, with weakness also affecting other technology companies such as <strong>NVIDIA</strong> <strong>Corporation (NVDA)</strong>, <strong>Advanced Micro Devices, Inc. (AMD),</strong> or <strong>Amazon.com, Inc. (AMZN)</strong>.</p><p>Management has so far not been able to specifically lay out the benefits of its AI spending and explain (quantify) where these benefits will be generated. Google's AI spending is part of Alphabet-level activities (shown in the previous table) and amounted to $2.3 billion in the second quarter. The lack of specific AI spending guidance may have added a layer of uncertainty here that investors have not reacted well to.</p><p>With that said, though, Google has been able to grow its business consistently through innovation over time. I think that the technology company deserves the benefit of the doubt, particularly since its actual profits are skyrocketing and the stock is quite cheap.</p><h2 id=\"id_514195086\">Low Profit Multiple For A Fast-Growing Tech Business</h2><p>Google is presently selling for a profit multiple of 19.8x, based on next year's earnings, which I don't think is a rich multiple at all when considering the company's quasi-monopoly position in search. Google is poised to see ongoing strength in advertising and the market and models a profit growth rate of 14% in 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7b69186ca8dffce98ff3fc70b6fa84b\" tg-width=\"640\" tg-height=\"178\"/></p><p>Earnings Estimate (Yahoo Finance)</p><p></p><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META)</strong>, to which I have compared Google in the past due to comparable business orientation and reliance on advertising spending, is selling for a 19.6x profit multiple. This is also based on next year's estimates, which reflect an implied YoY profit growth rate of 15%. Google and Meta Platforms are cheaply valued, given their dominant market positions in advertising, and I think that both stocks are value buys here.</p><h2 id=\"id_937300220\">Why The Investment Thesis Might Not Play Out</h2><p>The present technology selloff may cause some investors to question how sensible Google's AI spending is. Management did not specifically illustrate or quantify what the benefits of its AI investments are, which has created some uncertainty for investors. Thus, there is a risk that companies get carried away with their AI spending that might not translate to actual real-world benefits for shareholders.</p><p>Google's underlying business performance in 2Q24 was solid, however, and I think that Google's growth in key financial targets, such as operating income margins and profit growth, equate to an overall favorable risk/reward relationship.</p><h2 id=\"id_2958967089\">My Conclusion</h2><p>I am buying the tech carnage hand over fist because paying less than 20x leading profits for a company that essentially has a monopoly on search and a growing cloud footprint is an excellent bargain, in my view. Most importantly, Google is displaying an ability to translate this business growth into real profit growth.</p><p>Profits in 2Q24 skyrocketed by 29% and Google's operating income margin increased 3 percentage points YoY. Cloud operating income growth tripled and though the percentage contribution is still relatively low, it is a highly promising business that now has a run-rate sales volume of $40 billion per annum.</p><p>The more investors pull back from Google at a time of a seemingly accelerating selloff in tech, the better I think the value proposition is. Buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google: The More It Drops, The More I'll Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle: The More It Drops, The More I'll Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-26 13:42 GMT+8 <a href=https://seekingalpha.com/article/4706838-google-the-more-it-drops-the-more-ill-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech valuations are under pressure despite Alphabet Inc./Google's good quarterly earnings.Google's profits exceed estimates, operating margins grow, and stock falls 5%.Cloud business now $40 billion/...</p>\n\n<a href=\"https://seekingalpha.com/article/4706838-google-the-more-it-drops-the-more-ill-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4220":"综合零售","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4077":"互动媒体与服务","GOOG":"谷歌","BK4588":"碎股","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","GOOGL":"谷歌A","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4514":"搜索引擎","BK4529":"IDC概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4553":"喜马拉雅资本持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"source_url":"https://seekingalpha.com/article/4706838-google-the-more-it-drops-the-more-ill-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2454633194","content_text":"Tech valuations are under pressure despite Alphabet Inc./Google's good quarterly earnings.Google's profits exceed estimates, operating margins grow, and stock falls 5%.Cloud business now $40 billion/year, profits up 29%, stock undervalued at profit multiple of 19.8x.PrykhodovTech valuations have come under considerable pressure this week, even after Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) a.k.a Google presented rather good quarterly earnings for 2Q24.Google's profits exceeded the Street's estimate and operating margins grew as well, thanks to a solid trajectory in search and cloud.Google's stock fell 5% on Wednesday, creating a fear-driven opportunity for rational investors to gobble up stock at a discounted price.Uncertainty about AI spending might have added to the weak earnings response, but the earnings release as such contained many more positives than negatives, in my view.With a profit multiple of less than 20x and double-digit profit growth anticipated next year, I am exploiting the uncertainty and scrambling to grab more stock out of the bargain bin.My Rating HistoryGoogle's solid search results and advertising rebound underpinned my Buy recommendation previously, as did the company's share buyback program and the announcement of a dividend.In the second quarter, we have seen ongoing momentum in search. While management could have done more to explain the specific benefits of its AI spending, I think that the market responded in an immature and short-sighted way to Google's earnings.2Q24 Results Were Good Enough, Cloud Now $40 Billion/Year Business, Search StrengthGoogle ended the second quarter with $1.89 per share in profits, which exceeded the Street's profit estimate of $1.85 per share by 4 cents. Google's 2Q was the sixth consecutive quarter in which the technology company reported better-than-expected profits.Earnings And Revenue (Yahoo Finance)If we look at Google's earnings results, the technology company had a reasonably solid second quarter with major key financial targets growing in the double digits: Total sales rose 14% YoY to $84.7 billion, thanks to recovering growth in search.YouTube sales were up 13.0% compared to last year and reached $8.7 billion. Cloud, which is now on a $40 billion annual run-rate sales basis, grew sales 29% YoY.Google's profit growth was impressive as well: The technology company earned $23.6 billion in net income, up 29% YoY thanks to robust demand for ad sales on the search platform, but also cloud, which made the biggest sales leap in the second quarter.Profit Growth (Alphabet Inc.)Importantly, thanks to continued scaling success in the search and cloud segment, Google has been able to grow its operating income margins from 29% to 32%. This growth is driven by search, which is seeing ad sales strength, as well as cloud.Google's cloud business is shaping up to become a real juggernaut of a business, with $10.3 billion in sales in 2Q24 and an operating income of $1.2 billion.Though the cloud's operating income profitability is still relatively low (it accounted for only 4% of total operating income), the segment is by far the fastest growing segment: Cloud tripled profits YoY whereas Google Services (which includes Google's advertising platforms) grew its operating income 27%.Though search is still the main source for the majority of Google's operating income, the cloud is the most compelling story within Google from a growth angle.Operating Income (Alphabet Inc.)The Market Needs Certainty About Google's AI SpendingGoogle's 2Q24 earnings were not bad at all, but management failed to clarify on the earnings conference call what the specific benefits of the company's AI investments will be.While tech stocks really have had an impressive run so far this year, the lack of specific AI benefit guidance may have contributed to Google's selloff on Wednesday and made a bad situation worse.Presently, tech stocks have rotated out of favor with investors, with weakness also affecting other technology companies such as NVIDIA Corporation (NVDA), Advanced Micro Devices, Inc. (AMD), or Amazon.com, Inc. (AMZN).Management has so far not been able to specifically lay out the benefits of its AI spending and explain (quantify) where these benefits will be generated. Google's AI spending is part of Alphabet-level activities (shown in the previous table) and amounted to $2.3 billion in the second quarter. The lack of specific AI spending guidance may have added a layer of uncertainty here that investors have not reacted well to.With that said, though, Google has been able to grow its business consistently through innovation over time. I think that the technology company deserves the benefit of the doubt, particularly since its actual profits are skyrocketing and the stock is quite cheap.Low Profit Multiple For A Fast-Growing Tech BusinessGoogle is presently selling for a profit multiple of 19.8x, based on next year's earnings, which I don't think is a rich multiple at all when considering the company's quasi-monopoly position in search. Google is poised to see ongoing strength in advertising and the market and models a profit growth rate of 14% in 2025.Earnings Estimate (Yahoo Finance)Meta Platforms, Inc. (META), to which I have compared Google in the past due to comparable business orientation and reliance on advertising spending, is selling for a 19.6x profit multiple. This is also based on next year's estimates, which reflect an implied YoY profit growth rate of 15%. Google and Meta Platforms are cheaply valued, given their dominant market positions in advertising, and I think that both stocks are value buys here.Why The Investment Thesis Might Not Play OutThe present technology selloff may cause some investors to question how sensible Google's AI spending is. Management did not specifically illustrate or quantify what the benefits of its AI investments are, which has created some uncertainty for investors. Thus, there is a risk that companies get carried away with their AI spending that might not translate to actual real-world benefits for shareholders.Google's underlying business performance in 2Q24 was solid, however, and I think that Google's growth in key financial targets, such as operating income margins and profit growth, equate to an overall favorable risk/reward relationship.My ConclusionI am buying the tech carnage hand over fist because paying less than 20x leading profits for a company that essentially has a monopoly on search and a growing cloud footprint is an excellent bargain, in my view. Most importantly, Google is displaying an ability to translate this business growth into real profit growth.Profits in 2Q24 skyrocketed by 29% and Google's operating income margin increased 3 percentage points YoY. Cloud operating income growth tripled and though the percentage contribution is still relatively low, it is a highly promising business that now has a run-rate sales volume of $40 billion per annum.The more investors pull back from Google at a time of a seemingly accelerating selloff in tech, the better I think the value proposition is. Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323490968592456,"gmtCreate":1719991079623,"gmtModify":1719991084499,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"i exit my buy call options since January and profited. now i'm HODL my TSLA stocks.","listText":"i exit my buy call options since January and profited. now i'm HODL my TSLA stocks.","text":"i exit my buy call options since January and profited. now i'm HODL my TSLA stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323490968592456","repostId":"1182605940","repostType":2,"repost":{"id":"1182605940","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719928487,"share":"https://ttm.financial/m/news/1182605940?lang=&edition=fundamental","pubTime":"2024-07-02 21:54","market":"us","language":"en","title":"Tesla's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1182605940","media":"Tiger Newspress","summary":"In the second quarter, Tesla produced approximately 411,000 vehicles and delivered approximately 444,000 vehicles. We deployed 9.4 GWh of energy storage products in Q2, the highest quarterly deployment yet.Shares jumped 4% after announcing Q2 deliveries.","content":"<html><head></head><body><p>Tesla's second-quarter vehicle deliveries beat estimates on Tuesday driven by the electric-vehicle maker's price cuts and incentives that helped stimulate demand.</p><p>The world's most valuable automaker's shares surged over 9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/def3a9a31bfe9e147272349325791e4d\" tg-width=\"844\" tg-height=\"830\"/></p><p>Tesla delivered 422,405 Model 3 and Model Y and 21,551 units of other models, which include the Model S sedan, Cybertruck and Model X premium SUV. It produced 410,831 vehicles during the April-June period.</p><p>The EV maker handed over 443,956 vehicles in the three months to June 30, 4.8% lower than a year earlier and up 14.8% from the preceding quarter.</p><p>Wall Street on average had expected Tesla to deliver 438,019 vehicles, according to 12 analysts polled by LSEG.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Second-Quarter Deliveries Beat Estimates as Price Cuts Boost Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-02 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla's second-quarter vehicle deliveries beat estimates on Tuesday driven by the electric-vehicle maker's price cuts and incentives that helped stimulate demand.</p><p>The world's most valuable automaker's shares surged over 9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/def3a9a31bfe9e147272349325791e4d\" tg-width=\"844\" tg-height=\"830\"/></p><p>Tesla delivered 422,405 Model 3 and Model Y and 21,551 units of other models, which include the Model S sedan, Cybertruck and Model X premium SUV. It produced 410,831 vehicles during the April-June period.</p><p>The EV maker handed over 443,956 vehicles in the three months to June 30, 4.8% lower than a year earlier and up 14.8% from the preceding quarter.</p><p>Wall Street on average had expected Tesla to deliver 438,019 vehicles, according to 12 analysts polled by LSEG.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182605940","content_text":"Tesla's second-quarter vehicle deliveries beat estimates on Tuesday driven by the electric-vehicle maker's price cuts and incentives that helped stimulate demand.The world's most valuable automaker's shares surged over 9% in morning trading.Tesla delivered 422,405 Model 3 and Model Y and 21,551 units of other models, which include the Model S sedan, Cybertruck and Model X premium SUV. It produced 410,831 vehicles during the April-June period.The EV maker handed over 443,956 vehicles in the three months to June 30, 4.8% lower than a year earlier and up 14.8% from the preceding quarter.Wall Street on average had expected Tesla to deliver 438,019 vehicles, according to 12 analysts polled by LSEG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323128322912440,"gmtCreate":1719918994090,"gmtModify":1719918998092,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"elon musk won't fail us.","listText":"elon musk won't fail us.","text":"elon musk won't fail us.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323128322912440","repostId":"2448911979","repostType":4,"repost":{"id":"2448911979","kind":"highlight","pubTimestamp":1719900829,"share":"https://ttm.financial/m/news/2448911979?lang=&edition=fundamental","pubTime":"2024-07-02 14:13","market":"sh","language":"en","title":"Tesla: ARK's Valuation Is Stretched But The Vision Is Right","url":"https://stock-news.laohu8.com/highlight/detail?id=2448911979","media":"seekingalpha","summary":"Q1 was challenging for Tesla, Inc. with declining revenue and missed EPS expectations.The market is now valuing Tesla based on its robotaxi potential rather than EV sales.ARK Invest's valuation is ove","content":"<html><head></head><body><ul style=\"\"><li><p>Q1 was challenging for Tesla, Inc. with declining revenue and missed EPS expectations.</p></li><li><p>The market is now valuing Tesla based on its robotaxi potential rather than EV sales.</p></li><li><p>ARK Invest's valuation is overly optimistic, but still provides valuable insights into Tesla's future direction and growth potential.</p></li><li><p>Tesla has the potential to operate a fleet of 3 million robotaxis by 2029 and achieve a $3 trillion market cap.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93c4a1088b177072e1a01615a8ea7c70\" tg-width=\"750\" tg-height=\"500\"/></p><p>baileystock</p><p></p><h2 id=\"id_431119696\">EV Business in Trouble, Elon Changes Direction</h2><p>Q1 was a challenging quarter for <strong>Tesla, Inc.</strong> (NASDAQ:TSLA). Revenue declined 9% YoY and EPS came in at $0.45, both missing consensus. The company attributed the revenue miss mainly to the global EV sales slowdown and weakening customer spending. The outlook for the remainder of the year doesn't look very promising either as the stock gets downward revisions in terms of sales and EPS. To make things even worse, Tesla continues to cut prices on a monthly basis as the company is struggling with competition in Europe and China. There is also continuous negative news about the company and EV adoption in general. See some of the news headlines below:</p><ul style=\"\"><li><p>Hertz Is Selling Off More EVs After Major Losses</p></li><li><p>Elon Musk fired nearly all of Tesla's Supercharger team after an argument with a top executive</p></li><li><p>Tesla job cuts: More senior execs said to quit, Supercharger team laid off</p></li><li><p>Tesla pulls back on gigacasting ambitions as cost-cutting measures continue</p></li><li><p>httTesla faces another plant shutdown in Germany</p></li><li><p>Tesla falls on a report the DOJ is probing if consumers and investors were misled by Autopilot claims</p></li><li><p>McKinsey: 46% of U.S. EV owners want to switch to ICE vehicles</p></li><li><p>EV euphoria is dead. Automakers are scaling back or delaying their electric vehicle plans</p></li><li><p>Tesla 'one of the worst positioned' auto stocks for Q2 earnings season: analysts</p></li><li><p>Tesla Robotaxi Revenue Is Likely Years Away, JPMorgan Warns</p></li></ul><p>However, despite all the negativity and weak sales outlook, Tesla's stock is showing great resilience. As shown below, the share price has increased more than 30% since earnings and outperformed the S&P 500 (SP500) by a significant margin.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bf7f632b30163da6ee963546960611cb\" tg-width=\"640\" tg-height=\"229\"/></p><p>TSLA price performance (Seeking Alpha)</p><p></p><p>We believe Elon Musk has shown great leadership in responding to the market challenges. He's been doing what successful CEOs do: responding boldly to disruption and setting a strategic focus for the company. Cheap Chinese EVs are disrupting the EV market, and Elon has recognized that the 20 million EV strategy has limited future potential. As a result, he has deprioritized the EV plans and shifted the company's focus to the robotaxi market.</p><p>In this article, we want to make the case that Tesla's robotaxi aspirations are real. In the long term, we believe that Tesla will likely disrupt the transportation industry (in five years). We will share our review of ARK Invest's ("Ark") bullish Tesla valuation, which estimates a target price of $2,600 by 2029. Overall, we find Ark's valuation valuable, but we also believe that the assumptions and estimates that are made by the company are overly optimistic. Therefore, we have conducted our own analysis with more realistic assumptions. Our findings show that even with moderate projections, Tesla is positioned to deliver impressive returns to its investors.</p><h3 id=\"id_3485732933\">Ark: $11 Trillion Robotaxi Market by 2030</h3><p>One of the main reasons why there is so much disagreement on Tesla's valuation is the lack of consensus on the size and potential of the robotaxi market. Current market size projections are very constrained, as they're based on today's ride-hailing and taxi markets, which don't account for the disruptive effects of the robotaxi technology. Since the robotaxi market doesn't exist today, it becomes very challenging to envision one.</p><p>One reasonable market projection we found is from UBS Evidence Lab, which estimated in 2019 that the robotaxi market could be worth over $2 trillion by 2030 based on a NYC robotaxi scenario. On the other hand, McKinsey estimates the shared mobility market (including robotaxis) will be between $500 billion and $1 trillion by 2030 (see below).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c82e4b45643cdd35f107f13ccbea355f\" tg-width=\"640\" tg-height=\"442\"/></p><p>Mobility market size (McKinsey)</p><p></p><p>McKinsey says that consumer transportation preferences will shift significantly, and private car sales will decline over the next ten years. New forms of transportation like robotaxis and micromobility services will take over instead (see below).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/16b903ede3c54190381113f734f7bda5\" tg-width=\"536\" tg-height=\"328\"/></p><p>Future of mobility (McKinsey)</p><p></p><p>In contrast to others, Ark estimates an $11 trillion addressable market, or TAM, for robotaxis by 2030, which is the largest robotaxi market size projection made to date. Ark believes that the low-cost basis of robotaxis (as low as $0.25 per mile) will disrupt the transportation sector and create a massive $11 trillion addressable market (see below)</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e75fc50547424348d53b53ca3cc1e17a\" tg-width=\"640\" tg-height=\"356\"/></p><p>Robotaxi market size (ARK Invest)</p><p></p><p>This $11 trillion robotaxi market assumption is important because it is the basis of Ark's bullish valuation model. Ark believes that Tesla can capture and capitalize on this massive new market due to its first-mover advantage and technology leadership.</p><p>Although we believe the $11 trillion market size is possible, we don't expect it to be realized by 2030. We expect slower market growth due to various barriers, including slower technology adoption and regulatory delays. We will discuss these challenges in our next sections.</p><h2 id=\"id_1228262718\">Ark: Robotaxi Commercialization by 2026 (Bear Case)</h2><p>Ark predicts that robotaxi commercialization will begin by 2025 or 2026 at the latest (see below), which, we believe, is overly optimistic. Although the technology may be ready by 2026, we think Tesla will need multiple technology iterations and pilot programs to prove its robotaxi technology. Such a pilot period will likely require at least one year, as seen with some of Tesla's competitors. Also, we estimate that regulatory approvals will take a significant amount of time (8-12 months), and further delay the commercialization process.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/099824e705c71a05da1fa187d7d1ce0a\" tg-width=\"640\" tg-height=\"461\"/></p><p>Robotaxi commercialization timelines (ARK Invest)</p><p></p><p>McKinsey predicts commercial availability of robotaxis by 2028, which is two years later than Ark's projection (see below).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d3f3ce9dbf6d0a296d5e3e900ecb0b6\" tg-width=\"640\" tg-height=\"816\"/></p><p>Robotaxi timelines (McKinsey)</p><p></p><p>Our view is that Tesla's robotaxi will become commercially available in 2027, a year earlier than McKinsey's estimate. This is due to the company's rapid progress on FSD and its aggressive investments in AI.</p><h2 id=\"id_3037533799\">Ark: 5.9 Million Robotaxis Operating by 2029 (Bear Case)</h2><p>Ark assumes that all Tesla cars are robotaxi-ready and can be integrated into the robotaxi fleet. Their model suggests a capacity of 24 million robotaxi-capable vehicles by 2029 (bear case) with 30% of this capacity operating as a robotaxi. This equals a 5.9 million robotaxi fleet for the bear case (see below).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81d37a2eeccd489aad6fb07a3f578265\" tg-width=\"640\" tg-height=\"82\"/></p><p>ARK Tesla Valuation model (ARK Invest)</p><p></p><p>In the bull case, the model implies 37 million robotaxi-capable vehicles, and a 9.3 million operating robotaxi fleet (see below)</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5cc3dad082060a98937c593db47ba932\" tg-width=\"640\" tg-height=\"83\"/></p><p>ARK Tesla Valuation model (ARK Invest)</p><p></p><p>However, we believe that existing private Tesla cars are not suitable for the robotaxi fleet and that Tesla will need to produce robotaxi-specific cars on its next-gen platform. These specialized cars will be designed for maximum margins (below $20K), and built specifically for ride-hailing purposes. Adding private Teslas to a robotaxi fleet is not a viable scenario, as it would create significant complexities. Our analysis suggests that the company can produce a cumulative fleet of 3 million robotaxis by 2029 (see below).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3949d4ef997e20d01bc8217405558fdc\" tg-width=\"640\" tg-height=\"228\"/></p><p>Tesla robotaxi production (Author)</p><p></p><p>Although we don't foresee robotaxi commercialization before 2027, we think Tesla will start robotaxi production in 2025. Tesla will have enough capacity to achieve a production scale of 3 million cumulative robotaxis by 2029 as the company will use the next-gen platform factories that are planned for a 2025 opening. The company has currently a yearly production capacity of approximately 2.5 million units, so we do not foresee any capacity constraints for scaling robotaxi production.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b33c59a733a86646281089034e64959e\" tg-width=\"640\" tg-height=\"367\"/></p><p>Tesla Production capacity (Tesla Q1 Earnings presentation)</p><p></p><p>Our robotaxi figures are significantly less than Ark's bearish scenario, but still represent a massive opportunity for Tesla. We take a more cautious approach due to the various risks and constraints we see in the market.</p><h3 id=\"id_2298642153\">Ark: $603B Robotaxi Revenue in 2029 (Bear Case)</h3><p>Ark says that 90% of Tesla's value in 2029 will be based on the robotaxi business. According to Ark, Tesla will generate between $600 billion and $951 billion in robotaxi revenue in 2029 (see below). This is assuming that the robotaxi market will expand very fast, commercialization will start in 2026 latest and the fleet will have at least 5.7 million robotaxis available (bear case).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa3cd8db825d446c5247d26bce4d7609\" tg-width=\"640\" tg-height=\"578\"/></p><p>Tesla Valuation model (ARK Invest)</p><p></p><p>While we agree that Tesla's future value will largely depend on its robotaxi business, we believe the revenue numbers for 2029 are aggressive and do not account for market adoption challenges, capacity constraints and regulatory timelines. We expect a slower adoption curve as the commercialization will not start before 2027. Also, we think that the robotaxi fleet will need specially designed vehicles, which will require a manufacturing ramp-up. We think these factors will delay the robotaxi revenue stream.</p><h3 id=\"id_1941749918\">Valuation</h3><p>Our valuation model assumes Tesla to successfully deploy and operate a fleet of 3 million robotaxis by 2029 instead of the 5.9 million projected by Ark (bear case). With this assumption, we think that the company could achieve a $3 trillion market cap by 2029. Discounted to present value, this translates to a stock price valuation of $582 and a 200% upside (see below)</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9540922294629cfc4887c47b76495012\" tg-width=\"640\" tg-height=\"200\"/></p><p>Tesla valuation (Author)</p><p></p><p>Our revenue projection is based on the deployment of a 3 million robotaxi fleet by 2029, as explained in our previous section. Based on $100,000 revenue per robotaxi, we estimate a total robotaxi revenue of $307 billion. We estimate other revenue to be $175 billion, which includes revenue from EVs, energy storage, and insurance businesses. Our model assumes 12% CAGR for other businesses (10% CAGR for the EV and 14% CAGR for energy storage).</p><p>We expect Tesla's EBITDA margins to expand to 37% by 2029 as the robotaxi business ramps up and achieves 50% EBITDA margins due to its automation capabilities and driverless model. Applying a forward sales multiple of 17x EBITDA (ARK's Bear case EBITDA multiple) results in a $3 trillion market cap in 2029.</p><p>Other assumptions are as follows:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c61795b326dcf2b9e780f2393ce8bfef\" tg-width=\"360\" tg-height=\"112\"/></p><p>TSLA Assumptions (Author)</p><p></p><ul style=\"\"><li><p>Tesla's robotaxi EBITDA margin is assumed to be 50% consistent with Ark's estimate, based on the high gross margin nature of the business due to eliminated driver costs.</p></li><li><p>Tesla's take rate for robotaxi is assumed to be 100%, with the company owning and operating its robotaxi network, retaining all revenue.</p></li><li><p>The price per mile for robotaxi is assumed to be $1/mile, the same as Ark's model, and significantly lower than current ride-hailing rates of $2 to $4.</p></li><li><p>Robotaxis have higher utilization rates than normal taxis, assumed to be 100,000 miles per year, compared to the average New York taxi's 46,800 miles per year.</p></li><li><p>Tesla's discount rate is taken as 8.5% based on its WACC.</p></li><li><p>Our model does not include robotaxi revenue from 3rd party companies that will operate Tesla robotaxi fleets. This scenario could introduce additional revenue for Tesla.</p></li><li><p>Our model also doesn't consider Optimus, FSD licensing to 3rd party automakers, and human-driven ride-hail scenarios.</p></li></ul><h3 id=\"id_1628306231\">Risks</h3><p>The robotaxi market is full of risks, and we have identified three major risks for the company:</p><ul style=\"\"><li><p><strong>Competition:</strong> The robotaxi industry is moving fast due to advancements in AI and advanced driver assist systems (ADAS). There is increased competition in the market, both from the traditional automakers and tech giants. Companies like Alphabet Inc.'s (GOOG), (GOOGL) Waymo, Baidu, Inc. (BIDU), and Amazon.com, Inc.'s (AMZN) Zoox are making significant progress. Elon is investing $10 billion in AI infrastructure this year, including 50,000 NVIDIA Corporation (NVDA) GPUs from Nvidia (on top of the 35,000 running already). Tesla's future valuation relies heavily on its robotaxi technology leadership and first-mover advantage. The company must continue investing heavily in self-driving infrastructure to remain competitive, and achieve its projected valuation.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/443b20fa5bff04432cb6ffc84cccaf75\" tg-width=\"640\" tg-height=\"401\"/></p><p>Robotaxi competition (Yole Intelligence)</p><p></p><ul style=\"\"><li><p><strong>Regulation</strong>: Regulatory support is critical for commercializing and scaling the robotaxi opportunity. Currently, Tesla only holds a permit in Shangai, China to pilot a limited 10-vehicle FSD operation. A robotaxi service requires approval from multiple public agencies, and the process itself can take several months. For example, Google's Waymo needed eight months to secure a robotaxi operation permit in San Francisco. Tesla's regulatory timelines might be similar.</p></li><li><p><strong>Human Adoption</strong>: Technology might be ready, but convincing people to use robotaxis on a large scale could be a challenging and time-consuming process. Looking at some consumer surveys on mobility, we see that there is growing public interest in autonomous services. At the same time, there is also a rising number of negative reviews, investigations, and trials related to robotaxis. Any accident involving a robotaxi gets extensive media coverage, which triggers public protests and regulatory scrutiny. For example, last October, the Dept. of Motor Vehicles ordered General Motors Company's (GM) Cruise to stop its robotaxi services in California after hitting a pedestrian. These types of negative events and incidents can collectively create barriers to widespread robotaxi adoption.</p></li></ul><h2 id=\"id_3585948045\">Conclusion</h2><p>Tesla's Q1 earnings were very challenging as revenue declined and margins contradicted. The Q2 outlook also looks weak, with continuous downward revisions and increasing negativity regarding EV adoption and competition.</p><p>Despite the negativity, we believe Tesla's long-term potential remains strong. We can see that in the price reaction, which indicates a shift in focus from EVs to the significant robotaxi opportunity. This shift fundamentally changes the way how Tesla is valued.</p><p>As one of the most controversial valuations, we have reviewed Ark's recently released Tesla valuation model, which estimates a 2029 target price of $2,600. While we find the valuation valuable, we also believe that some of the assumptions are overly optimistic, such as the $11 trillion addressable market, robotaxi commercialization by 2026, 5.7 million robotaxi fleet, and $1.1 trillion revenue by 2029 (bear case).</p><p>Instead, we have conducted our own analysis and provided alternative assumptions and valuations for the robotaxi opportunity. Our relatively moderate projections indicate a 200% growth potential for Tesla stock. As the robotaxi market develops, we expect Tesla's valuation to reflect this potential.</p><p>We rate Tesla as a strong buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: ARK's Valuation Is Stretched But The Vision Is Right</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: ARK's Valuation Is Stretched But The Vision Is Right\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-02 14:13 GMT+8 <a href=https://seekingalpha.com/article/4701842-tesla-ark-valuation-is-stretched-but-the-vision-is-right><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Q1 was challenging for Tesla, Inc. with declining revenue and missed EPS expectations.The market is now valuing Tesla based on its robotaxi potential rather than EV sales.ARK Invest's valuation is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4701842-tesla-ark-valuation-is-stretched-but-the-vision-is-right\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4550":"红杉资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4141":"半导体产品","BK4552":"Archegos爆仓风波概念","BK4551":"寇图资本持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4511":"特斯拉概念","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4514":"搜索引擎","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4529":"IDC概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","TSLA":"特斯拉","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","ARKK":"ARK Innovation ETF","BK4553":"喜马拉雅资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4576":"AR","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4555":"新能源车","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SG9999015978.USD":"利安颠覆性创新基金A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC"},"source_url":"https://seekingalpha.com/article/4701842-tesla-ark-valuation-is-stretched-but-the-vision-is-right","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2448911979","content_text":"Q1 was challenging for Tesla, Inc. with declining revenue and missed EPS expectations.The market is now valuing Tesla based on its robotaxi potential rather than EV sales.ARK Invest's valuation is overly optimistic, but still provides valuable insights into Tesla's future direction and growth potential.Tesla has the potential to operate a fleet of 3 million robotaxis by 2029 and achieve a $3 trillion market cap.baileystockEV Business in Trouble, Elon Changes DirectionQ1 was a challenging quarter for Tesla, Inc. (NASDAQ:TSLA). Revenue declined 9% YoY and EPS came in at $0.45, both missing consensus. The company attributed the revenue miss mainly to the global EV sales slowdown and weakening customer spending. The outlook for the remainder of the year doesn't look very promising either as the stock gets downward revisions in terms of sales and EPS. To make things even worse, Tesla continues to cut prices on a monthly basis as the company is struggling with competition in Europe and China. There is also continuous negative news about the company and EV adoption in general. See some of the news headlines below:Hertz Is Selling Off More EVs After Major LossesElon Musk fired nearly all of Tesla's Supercharger team after an argument with a top executiveTesla job cuts: More senior execs said to quit, Supercharger team laid offTesla pulls back on gigacasting ambitions as cost-cutting measures continuehttTesla faces another plant shutdown in GermanyTesla falls on a report the DOJ is probing if consumers and investors were misled by Autopilot claimsMcKinsey: 46% of U.S. EV owners want to switch to ICE vehiclesEV euphoria is dead. Automakers are scaling back or delaying their electric vehicle plansTesla 'one of the worst positioned' auto stocks for Q2 earnings season: analystsTesla Robotaxi Revenue Is Likely Years Away, JPMorgan WarnsHowever, despite all the negativity and weak sales outlook, Tesla's stock is showing great resilience. As shown below, the share price has increased more than 30% since earnings and outperformed the S&P 500 (SP500) by a significant margin.TSLA price performance (Seeking Alpha)We believe Elon Musk has shown great leadership in responding to the market challenges. He's been doing what successful CEOs do: responding boldly to disruption and setting a strategic focus for the company. Cheap Chinese EVs are disrupting the EV market, and Elon has recognized that the 20 million EV strategy has limited future potential. As a result, he has deprioritized the EV plans and shifted the company's focus to the robotaxi market.In this article, we want to make the case that Tesla's robotaxi aspirations are real. In the long term, we believe that Tesla will likely disrupt the transportation industry (in five years). We will share our review of ARK Invest's (\"Ark\") bullish Tesla valuation, which estimates a target price of $2,600 by 2029. Overall, we find Ark's valuation valuable, but we also believe that the assumptions and estimates that are made by the company are overly optimistic. Therefore, we have conducted our own analysis with more realistic assumptions. Our findings show that even with moderate projections, Tesla is positioned to deliver impressive returns to its investors.Ark: $11 Trillion Robotaxi Market by 2030One of the main reasons why there is so much disagreement on Tesla's valuation is the lack of consensus on the size and potential of the robotaxi market. Current market size projections are very constrained, as they're based on today's ride-hailing and taxi markets, which don't account for the disruptive effects of the robotaxi technology. Since the robotaxi market doesn't exist today, it becomes very challenging to envision one.One reasonable market projection we found is from UBS Evidence Lab, which estimated in 2019 that the robotaxi market could be worth over $2 trillion by 2030 based on a NYC robotaxi scenario. On the other hand, McKinsey estimates the shared mobility market (including robotaxis) will be between $500 billion and $1 trillion by 2030 (see below).Mobility market size (McKinsey)McKinsey says that consumer transportation preferences will shift significantly, and private car sales will decline over the next ten years. New forms of transportation like robotaxis and micromobility services will take over instead (see below).Future of mobility (McKinsey)In contrast to others, Ark estimates an $11 trillion addressable market, or TAM, for robotaxis by 2030, which is the largest robotaxi market size projection made to date. Ark believes that the low-cost basis of robotaxis (as low as $0.25 per mile) will disrupt the transportation sector and create a massive $11 trillion addressable market (see below)Robotaxi market size (ARK Invest)This $11 trillion robotaxi market assumption is important because it is the basis of Ark's bullish valuation model. Ark believes that Tesla can capture and capitalize on this massive new market due to its first-mover advantage and technology leadership.Although we believe the $11 trillion market size is possible, we don't expect it to be realized by 2030. We expect slower market growth due to various barriers, including slower technology adoption and regulatory delays. We will discuss these challenges in our next sections.Ark: Robotaxi Commercialization by 2026 (Bear Case)Ark predicts that robotaxi commercialization will begin by 2025 or 2026 at the latest (see below), which, we believe, is overly optimistic. Although the technology may be ready by 2026, we think Tesla will need multiple technology iterations and pilot programs to prove its robotaxi technology. Such a pilot period will likely require at least one year, as seen with some of Tesla's competitors. Also, we estimate that regulatory approvals will take a significant amount of time (8-12 months), and further delay the commercialization process.Robotaxi commercialization timelines (ARK Invest)McKinsey predicts commercial availability of robotaxis by 2028, which is two years later than Ark's projection (see below).Robotaxi timelines (McKinsey)Our view is that Tesla's robotaxi will become commercially available in 2027, a year earlier than McKinsey's estimate. This is due to the company's rapid progress on FSD and its aggressive investments in AI.Ark: 5.9 Million Robotaxis Operating by 2029 (Bear Case)Ark assumes that all Tesla cars are robotaxi-ready and can be integrated into the robotaxi fleet. Their model suggests a capacity of 24 million robotaxi-capable vehicles by 2029 (bear case) with 30% of this capacity operating as a robotaxi. This equals a 5.9 million robotaxi fleet for the bear case (see below).ARK Tesla Valuation model (ARK Invest)In the bull case, the model implies 37 million robotaxi-capable vehicles, and a 9.3 million operating robotaxi fleet (see below)ARK Tesla Valuation model (ARK Invest)However, we believe that existing private Tesla cars are not suitable for the robotaxi fleet and that Tesla will need to produce robotaxi-specific cars on its next-gen platform. These specialized cars will be designed for maximum margins (below $20K), and built specifically for ride-hailing purposes. Adding private Teslas to a robotaxi fleet is not a viable scenario, as it would create significant complexities. Our analysis suggests that the company can produce a cumulative fleet of 3 million robotaxis by 2029 (see below).Tesla robotaxi production (Author)Although we don't foresee robotaxi commercialization before 2027, we think Tesla will start robotaxi production in 2025. Tesla will have enough capacity to achieve a production scale of 3 million cumulative robotaxis by 2029 as the company will use the next-gen platform factories that are planned for a 2025 opening. The company has currently a yearly production capacity of approximately 2.5 million units, so we do not foresee any capacity constraints for scaling robotaxi production.Tesla Production capacity (Tesla Q1 Earnings presentation)Our robotaxi figures are significantly less than Ark's bearish scenario, but still represent a massive opportunity for Tesla. We take a more cautious approach due to the various risks and constraints we see in the market.Ark: $603B Robotaxi Revenue in 2029 (Bear Case)Ark says that 90% of Tesla's value in 2029 will be based on the robotaxi business. According to Ark, Tesla will generate between $600 billion and $951 billion in robotaxi revenue in 2029 (see below). This is assuming that the robotaxi market will expand very fast, commercialization will start in 2026 latest and the fleet will have at least 5.7 million robotaxis available (bear case).Tesla Valuation model (ARK Invest)While we agree that Tesla's future value will largely depend on its robotaxi business, we believe the revenue numbers for 2029 are aggressive and do not account for market adoption challenges, capacity constraints and regulatory timelines. We expect a slower adoption curve as the commercialization will not start before 2027. Also, we think that the robotaxi fleet will need specially designed vehicles, which will require a manufacturing ramp-up. We think these factors will delay the robotaxi revenue stream.ValuationOur valuation model assumes Tesla to successfully deploy and operate a fleet of 3 million robotaxis by 2029 instead of the 5.9 million projected by Ark (bear case). With this assumption, we think that the company could achieve a $3 trillion market cap by 2029. Discounted to present value, this translates to a stock price valuation of $582 and a 200% upside (see below)Tesla valuation (Author)Our revenue projection is based on the deployment of a 3 million robotaxi fleet by 2029, as explained in our previous section. Based on $100,000 revenue per robotaxi, we estimate a total robotaxi revenue of $307 billion. We estimate other revenue to be $175 billion, which includes revenue from EVs, energy storage, and insurance businesses. Our model assumes 12% CAGR for other businesses (10% CAGR for the EV and 14% CAGR for energy storage).We expect Tesla's EBITDA margins to expand to 37% by 2029 as the robotaxi business ramps up and achieves 50% EBITDA margins due to its automation capabilities and driverless model. Applying a forward sales multiple of 17x EBITDA (ARK's Bear case EBITDA multiple) results in a $3 trillion market cap in 2029.Other assumptions are as follows:TSLA Assumptions (Author)Tesla's robotaxi EBITDA margin is assumed to be 50% consistent with Ark's estimate, based on the high gross margin nature of the business due to eliminated driver costs.Tesla's take rate for robotaxi is assumed to be 100%, with the company owning and operating its robotaxi network, retaining all revenue.The price per mile for robotaxi is assumed to be $1/mile, the same as Ark's model, and significantly lower than current ride-hailing rates of $2 to $4.Robotaxis have higher utilization rates than normal taxis, assumed to be 100,000 miles per year, compared to the average New York taxi's 46,800 miles per year.Tesla's discount rate is taken as 8.5% based on its WACC.Our model does not include robotaxi revenue from 3rd party companies that will operate Tesla robotaxi fleets. This scenario could introduce additional revenue for Tesla.Our model also doesn't consider Optimus, FSD licensing to 3rd party automakers, and human-driven ride-hail scenarios.RisksThe robotaxi market is full of risks, and we have identified three major risks for the company:Competition: The robotaxi industry is moving fast due to advancements in AI and advanced driver assist systems (ADAS). There is increased competition in the market, both from the traditional automakers and tech giants. Companies like Alphabet Inc.'s (GOOG), (GOOGL) Waymo, Baidu, Inc. (BIDU), and Amazon.com, Inc.'s (AMZN) Zoox are making significant progress. Elon is investing $10 billion in AI infrastructure this year, including 50,000 NVIDIA Corporation (NVDA) GPUs from Nvidia (on top of the 35,000 running already). Tesla's future valuation relies heavily on its robotaxi technology leadership and first-mover advantage. The company must continue investing heavily in self-driving infrastructure to remain competitive, and achieve its projected valuation.Robotaxi competition (Yole Intelligence)Regulation: Regulatory support is critical for commercializing and scaling the robotaxi opportunity. Currently, Tesla only holds a permit in Shangai, China to pilot a limited 10-vehicle FSD operation. A robotaxi service requires approval from multiple public agencies, and the process itself can take several months. For example, Google's Waymo needed eight months to secure a robotaxi operation permit in San Francisco. Tesla's regulatory timelines might be similar.Human Adoption: Technology might be ready, but convincing people to use robotaxis on a large scale could be a challenging and time-consuming process. Looking at some consumer surveys on mobility, we see that there is growing public interest in autonomous services. At the same time, there is also a rising number of negative reviews, investigations, and trials related to robotaxis. Any accident involving a robotaxi gets extensive media coverage, which triggers public protests and regulatory scrutiny. For example, last October, the Dept. of Motor Vehicles ordered General Motors Company's (GM) Cruise to stop its robotaxi services in California after hitting a pedestrian. These types of negative events and incidents can collectively create barriers to widespread robotaxi adoption.ConclusionTesla's Q1 earnings were very challenging as revenue declined and margins contradicted. The Q2 outlook also looks weak, with continuous downward revisions and increasing negativity regarding EV adoption and competition.Despite the negativity, we believe Tesla's long-term potential remains strong. We can see that in the price reaction, which indicates a shift in focus from EVs to the significant robotaxi opportunity. This shift fundamentally changes the way how Tesla is valued.As one of the most controversial valuations, we have reviewed Ark's recently released Tesla valuation model, which estimates a 2029 target price of $2,600. While we find the valuation valuable, we also believe that some of the assumptions are overly optimistic, such as the $11 trillion addressable market, robotaxi commercialization by 2026, 5.7 million robotaxi fleet, and $1.1 trillion revenue by 2029 (bear case).Instead, we have conducted our own analysis and provided alternative assumptions and valuations for the robotaxi opportunity. Our relatively moderate projections indicate a 200% growth potential for Tesla stock. As the robotaxi market develops, we expect Tesla's valuation to reflect this potential.We rate Tesla as a strong buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316451957612848,"gmtCreate":1718286426412,"gmtModify":1718286432210,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":" soon will be delisting","listText":" soon will be delisting","text":"soon will be delisting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316451957612848","repostId":"2443592699","repostType":4,"repost":{"id":"2443592699","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1718288315,"share":"https://ttm.financial/m/news/2443592699?lang=&edition=fundamental","pubTime":"2024-06-13 22:18","market":"us","language":"en","title":"Virgin Galactic Shares Plunge 13% on Reverse Stock-Split Announcement","url":"https://stock-news.laohu8.com/highlight/detail?id=2443592699","media":"Dow Jones","summary":"June 12 - Space tourism company Virgin Galactic announced a 1-for-20 reverse stock split on Wednesday, sending its shares down 14% in extended trading.The stock split is expected to go into effect on June 14 after markets close and resume trading on a split-adjusted basis after markets open on June 17.The company is planning the stock split to meet minimum share price requirements to continue listing on the New York Stock Exchange, Virgin Galactic said.The company's shares were trading at 70 ce","content":"<html><head></head><body><p>Shares of Virgin Galactic Holdings Inc. plunged about 13% in Thursday trading after the space tourism company announced a reverse stock split.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14b9bcfc1cbc2a43d74687973006c007\" tg-width=\"462\" tg-height=\"397\"/></p><p style=\"text-align: start;\">The reverse stock split was approved by the company’s shareholders at Virgin Galactic’s annual meeting Wednesday. The company’s board then approved the reverse stock split at ratio of 1-for-20.</p><p>In a statement, Virgin Galactic said the reverse stock split is expected to become effective at 5 p.m. Eastern on June 14, after close of trading on the New York Stock Exchange. The company’s common stock is expected to start trading on a split-adjusted basis when the market opens on June 17, trading under the existing symbol SPCE.</p><p>“The primary goal of the reverse stock split is to increase the per-share market price of the company’s common stock to meet the minimum per-share bid price requirement for continued listing on the NYSE,” Virgin Galactic said, in the statement. “As a result of the reverse stock split, every 20 shares of the company’s common stock issued and outstanding will be automatically reclassified into one new share of the company’s common stock.”</p><p style=\"text-align: start;\">Virgin Galactic shares ended Wednesday’s session down 5.5%, to 85 cents, after ending Tuesday’s session up 12.3% to register their biggest gain in two weeks.</p><p>On Saturday, Virgin Galactic successfully completed the final commercial flight of its Unity spacecraft.</p><p>The spaceflight company founded by Richard Branson will now halt commercial operations to develop its new Delta-class spacecraft, which is expected to enter commercial service in 2026.</p><p style=\"text-align: start;\">Virgin Galactic shares are down 65.2% in 2024, compared with the S&P 500 index’s SPX gain of 13.7%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Virgin Galactic Shares Plunge 13% on Reverse Stock-Split Announcement</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\">\nVirgin Galactic Shares Plunge 13% on Reverse Stock-Split Announcement\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-13 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Virgin Galactic Holdings Inc. plunged about 13% in Thursday trading after the space tourism company announced a reverse stock split.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/14b9bcfc1cbc2a43d74687973006c007\" tg-width=\"462\" tg-height=\"397\"/></p><p style=\"text-align: start;\">The reverse stock split was approved by the company’s shareholders at Virgin Galactic’s annual meeting Wednesday. The company’s board then approved the reverse stock split at ratio of 1-for-20.</p><p>In a statement, Virgin Galactic said the reverse stock split is expected to become effective at 5 p.m. Eastern on June 14, after close of trading on the New York Stock Exchange. The company’s common stock is expected to start trading on a split-adjusted basis when the market opens on June 17, trading under the existing symbol SPCE.</p><p>“The primary goal of the reverse stock split is to increase the per-share market price of the company’s common stock to meet the minimum per-share bid price requirement for continued listing on the NYSE,” Virgin Galactic said, in the statement. “As a result of the reverse stock split, every 20 shares of the company’s common stock issued and outstanding will be automatically reclassified into one new share of the company’s common stock.”</p><p style=\"text-align: start;\">Virgin Galactic shares ended Wednesday’s session down 5.5%, to 85 cents, after ending Tuesday’s session up 12.3% to register their biggest gain in two weeks.</p><p>On Saturday, Virgin Galactic successfully completed the final commercial flight of its Unity spacecraft.</p><p>The spaceflight company founded by Richard Branson will now halt commercial operations to develop its new Delta-class spacecraft, which is expected to enter commercial service in 2026.</p><p style=\"text-align: start;\">Virgin Galactic shares are down 65.2% in 2024, compared with the S&P 500 index’s SPX gain of 13.7%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4562":"SPAC上市公司","SPCE":"维珍银河","TSLA":"特斯拉","BK4564":"太空概念","BK4187":"航天航空与国防"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443592699","content_text":"Shares of Virgin Galactic Holdings Inc. plunged about 13% in Thursday trading after the space tourism company announced a reverse stock split.The reverse stock split was approved by the company’s shareholders at Virgin Galactic’s annual meeting Wednesday. The company’s board then approved the reverse stock split at ratio of 1-for-20.In a statement, Virgin Galactic said the reverse stock split is expected to become effective at 5 p.m. Eastern on June 14, after close of trading on the New York Stock Exchange. The company’s common stock is expected to start trading on a split-adjusted basis when the market opens on June 17, trading under the existing symbol SPCE.“The primary goal of the reverse stock split is to increase the per-share market price of the company’s common stock to meet the minimum per-share bid price requirement for continued listing on the NYSE,” Virgin Galactic said, in the statement. “As a result of the reverse stock split, every 20 shares of the company’s common stock issued and outstanding will be automatically reclassified into one new share of the company’s common stock.”Virgin Galactic shares ended Wednesday’s session down 5.5%, to 85 cents, after ending Tuesday’s session up 12.3% to register their biggest gain in two weeks.On Saturday, Virgin Galactic successfully completed the final commercial flight of its Unity spacecraft.The spaceflight company founded by Richard Branson will now halt commercial operations to develop its new Delta-class spacecraft, which is expected to enter commercial service in 2026.Virgin Galactic shares are down 65.2% in 2024, compared with the S&P 500 index’s SPX gain of 13.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291837376176248,"gmtCreate":1712275275415,"gmtModify":1712275279616,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"elon knows what his best for his company.","listText":"elon knows what his best for his company.","text":"elon knows what his best for his company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291837376176248","repostId":"1167116722","repostType":2,"repost":{"id":"1167116722","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712275200,"share":"https://ttm.financial/m/news/1167116722?lang=&edition=fundamental","pubTime":"2024-04-05 08:00","market":"us","language":"en","title":"Musk Tweeted 52 Times After Tesla’s Delivery \"Disaster.\" Only 2 Were About the EV Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=1167116722","media":"Dow Jones","summary":"Tesla is going through a mini-crisis and CEO Elon Musk seems detached. That isn’t great news for nervous investors.It’s easy to beat up on the iconoclastic CEO while his company’s stock is down and Wa","content":"<html><head></head><body><p>Tesla is going through a mini-crisis and CEO Elon Musk seems detached. That isn’t great news for nervous investors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b6c61264556df3436c18675bfbff66a\" alt=\"Questioning whether Tesla CEO Elon Musk is as focused on the electric vehicle maker as he should be is valid.\" title=\"Questioning whether Tesla CEO Elon Musk is as focused on the electric vehicle maker as he should be is valid.\" tg-width=\"996\" tg-height=\"686\"/><span>Questioning whether Tesla CEO Elon Musk is as focused on the electric vehicle maker as he should be is valid.</span></p><p style=\"text-align: start;\">It’s easy to beat up on the iconoclastic CEO while his company’s stock is down and Wall Street analysts are cutting estimates and downgrading shares. Still, as growth slows and market share losses accelerate, asking if Musk is as focused on Tesla as he should be is a valid question.</p><p>”While we were anticipating a bad 1Q [first quarter], this was an unmitigated disaster,” wrote Wedbush analyst Dan Ives. Tesla delivered just 387,000 units in the first quarter, down almost 9% year over year, missing the lowest Wall Street estimates by some 20,000 vehicles. The result “could be [a] turning point in [the Tesla] story if Musk does not reverse [the] trend.”</p><p>Ives is a Tesla fan. He has a $300 price target for the stock and rates it a Buy.</p><p>Musk didn’t seem all that concerned by the weak results. He spent the day after the release tweeting about anything except Tesla. <em>Barron’s</em> looked at Musk’s tweets, reposts, and replies the day following Tesla’s first-quarter delivery report on Tuesday. We counted 52 tweets. Politics, immigration, and wokeness dominate the list. X-related tweets were represented. Even tweets about Disney topped tweets about Tesla.</p><p>Tesla didn’t respond to a request for comment about <em>Barron’s</em> analysis.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdafda9c57f40ba6d4a7d51bde82b716\" title=\"\" tg-width=\"971\" tg-height=\"681\"/></p><p>Tesla felt like an afterthought with two tweets. One was a response to a picture including a Cybertruck from Kim Kardashian. The other was a shot at Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management and a Tesla shareholder.</p><p style=\"text-align: start;\">“He’s such an idiot that he can’t even tell he’s an idiot,” Musk tweeted. “ BYD sales dropped by 42% from last quarter. This was a tough quarter for everyone.”</p><p style=\"text-align: start;\">Gerber was unhappy with the delivery report but said he still supports Tesla. “I backed Elon and Tesla when he needed money,” he said. “I still back Tesla.”</p><p style=\"text-align: start;\">Gerber also offered a solution for Tesla’s recent growth problem when asked about deliveries on Tuesday. “Get Elon off Twitter,” he said.</p><p>At least the Gerber tweet included a review of the delivery report. Musk’s response is flawed though. He’s correct about the sequential decline at BYD, but all electric vehicle sales grew 13% year over year. The first quarter is seasonally weak in China partly because of the Lunar New Year holiday.</p><p style=\"text-align: start;\">Tesla sales dropped 20% sequentially and about 9% year over year. Tesla sells more EVs globally than BYD ,so the Chinese market seasonality is less of an impact.</p><p style=\"text-align: start;\">What’s more, Tesla’s U.S. sales grew about 4% year over year, according to industry data reviewed by Freedom Capital Markets analyst Mike Ward. Overall, U.S. EV sales grew about 8%. Tesla lost market share.</p><p style=\"text-align: start;\">Whatever Musk thinks, no one defended the Telsa number. “Shockingly disappointing,” “unmitigated disaster,” “record” miss, “weak,” and “surprising” were terms analysts chose to describe the quarter in reports following earnings.</p><p style=\"text-align: start;\">To be sure, a one-day tweet survey doesn’t prove that Musk is distracted. The findings aren’t comforting though.</p><p style=\"text-align: start;\">Analysts and investors will have the chance to hear from Musk when the company reports first-quarter earnings on April 23.</p><p style=\"text-align: start;\">Tesla stock dropped almost 5% on Tuesday after deliveries. Coming into Thursday trading, shares were down about 32% year to date.</p><p style=\"text-align: start;\">Shares rose 1.6% on Thursday at $171.11. The S&P 500 and Nasdaq Composite dropped 1.2% and 1.4%, respectively.</p><p style=\"text-align: start;\">Thursday’s gain leaves shares about 20 cents below their level just before the deliveries were reported.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Tweeted 52 Times After Tesla’s Delivery \"Disaster.\" Only 2 Were About the EV Maker</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\">\nMusk Tweeted 52 Times After Tesla’s Delivery \"Disaster.\" Only 2 Were About the EV Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-05 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla is going through a mini-crisis and CEO Elon Musk seems detached. That isn’t great news for nervous investors.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b6c61264556df3436c18675bfbff66a\" alt=\"Questioning whether Tesla CEO Elon Musk is as focused on the electric vehicle maker as he should be is valid.\" title=\"Questioning whether Tesla CEO Elon Musk is as focused on the electric vehicle maker as he should be is valid.\" tg-width=\"996\" tg-height=\"686\"/><span>Questioning whether Tesla CEO Elon Musk is as focused on the electric vehicle maker as he should be is valid.</span></p><p style=\"text-align: start;\">It’s easy to beat up on the iconoclastic CEO while his company’s stock is down and Wall Street analysts are cutting estimates and downgrading shares. Still, as growth slows and market share losses accelerate, asking if Musk is as focused on Tesla as he should be is a valid question.</p><p>”While we were anticipating a bad 1Q [first quarter], this was an unmitigated disaster,” wrote Wedbush analyst Dan Ives. Tesla delivered just 387,000 units in the first quarter, down almost 9% year over year, missing the lowest Wall Street estimates by some 20,000 vehicles. The result “could be [a] turning point in [the Tesla] story if Musk does not reverse [the] trend.”</p><p>Ives is a Tesla fan. He has a $300 price target for the stock and rates it a Buy.</p><p>Musk didn’t seem all that concerned by the weak results. He spent the day after the release tweeting about anything except Tesla. <em>Barron’s</em> looked at Musk’s tweets, reposts, and replies the day following Tesla’s first-quarter delivery report on Tuesday. We counted 52 tweets. Politics, immigration, and wokeness dominate the list. X-related tweets were represented. Even tweets about Disney topped tweets about Tesla.</p><p>Tesla didn’t respond to a request for comment about <em>Barron’s</em> analysis.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdafda9c57f40ba6d4a7d51bde82b716\" title=\"\" tg-width=\"971\" tg-height=\"681\"/></p><p>Tesla felt like an afterthought with two tweets. One was a response to a picture including a Cybertruck from Kim Kardashian. The other was a shot at Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management and a Tesla shareholder.</p><p style=\"text-align: start;\">“He’s such an idiot that he can’t even tell he’s an idiot,” Musk tweeted. “ BYD sales dropped by 42% from last quarter. This was a tough quarter for everyone.”</p><p style=\"text-align: start;\">Gerber was unhappy with the delivery report but said he still supports Tesla. “I backed Elon and Tesla when he needed money,” he said. “I still back Tesla.”</p><p style=\"text-align: start;\">Gerber also offered a solution for Tesla’s recent growth problem when asked about deliveries on Tuesday. “Get Elon off Twitter,” he said.</p><p>At least the Gerber tweet included a review of the delivery report. Musk’s response is flawed though. He’s correct about the sequential decline at BYD, but all electric vehicle sales grew 13% year over year. The first quarter is seasonally weak in China partly because of the Lunar New Year holiday.</p><p style=\"text-align: start;\">Tesla sales dropped 20% sequentially and about 9% year over year. Tesla sells more EVs globally than BYD ,so the Chinese market seasonality is less of an impact.</p><p style=\"text-align: start;\">What’s more, Tesla’s U.S. sales grew about 4% year over year, according to industry data reviewed by Freedom Capital Markets analyst Mike Ward. Overall, U.S. EV sales grew about 8%. Tesla lost market share.</p><p style=\"text-align: start;\">Whatever Musk thinks, no one defended the Telsa number. “Shockingly disappointing,” “unmitigated disaster,” “record” miss, “weak,” and “surprising” were terms analysts chose to describe the quarter in reports following earnings.</p><p style=\"text-align: start;\">To be sure, a one-day tweet survey doesn’t prove that Musk is distracted. The findings aren’t comforting though.</p><p style=\"text-align: start;\">Analysts and investors will have the chance to hear from Musk when the company reports first-quarter earnings on April 23.</p><p style=\"text-align: start;\">Tesla stock dropped almost 5% on Tuesday after deliveries. Coming into Thursday trading, shares were down about 32% year to date.</p><p style=\"text-align: start;\">Shares rose 1.6% on Thursday at $171.11. The S&P 500 and Nasdaq Composite dropped 1.2% and 1.4%, respectively.</p><p style=\"text-align: start;\">Thursday’s gain leaves shares about 20 cents below their level just before the deliveries were reported.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167116722","content_text":"Tesla is going through a mini-crisis and CEO Elon Musk seems detached. That isn’t great news for nervous investors.Questioning whether Tesla CEO Elon Musk is as focused on the electric vehicle maker as he should be is valid.It’s easy to beat up on the iconoclastic CEO while his company’s stock is down and Wall Street analysts are cutting estimates and downgrading shares. Still, as growth slows and market share losses accelerate, asking if Musk is as focused on Tesla as he should be is a valid question.”While we were anticipating a bad 1Q [first quarter], this was an unmitigated disaster,” wrote Wedbush analyst Dan Ives. Tesla delivered just 387,000 units in the first quarter, down almost 9% year over year, missing the lowest Wall Street estimates by some 20,000 vehicles. The result “could be [a] turning point in [the Tesla] story if Musk does not reverse [the] trend.”Ives is a Tesla fan. He has a $300 price target for the stock and rates it a Buy.Musk didn’t seem all that concerned by the weak results. He spent the day after the release tweeting about anything except Tesla. Barron’s looked at Musk’s tweets, reposts, and replies the day following Tesla’s first-quarter delivery report on Tuesday. We counted 52 tweets. Politics, immigration, and wokeness dominate the list. X-related tweets were represented. Even tweets about Disney topped tweets about Tesla.Tesla didn’t respond to a request for comment about Barron’s analysis.Tesla felt like an afterthought with two tweets. One was a response to a picture including a Cybertruck from Kim Kardashian. The other was a shot at Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management and a Tesla shareholder.“He’s such an idiot that he can’t even tell he’s an idiot,” Musk tweeted. “ BYD sales dropped by 42% from last quarter. This was a tough quarter for everyone.”Gerber was unhappy with the delivery report but said he still supports Tesla. “I backed Elon and Tesla when he needed money,” he said. “I still back Tesla.”Gerber also offered a solution for Tesla’s recent growth problem when asked about deliveries on Tuesday. “Get Elon off Twitter,” he said.At least the Gerber tweet included a review of the delivery report. Musk’s response is flawed though. He’s correct about the sequential decline at BYD, but all electric vehicle sales grew 13% year over year. The first quarter is seasonally weak in China partly because of the Lunar New Year holiday.Tesla sales dropped 20% sequentially and about 9% year over year. Tesla sells more EVs globally than BYD ,so the Chinese market seasonality is less of an impact.What’s more, Tesla’s U.S. sales grew about 4% year over year, according to industry data reviewed by Freedom Capital Markets analyst Mike Ward. Overall, U.S. EV sales grew about 8%. Tesla lost market share.Whatever Musk thinks, no one defended the Telsa number. “Shockingly disappointing,” “unmitigated disaster,” “record” miss, “weak,” and “surprising” were terms analysts chose to describe the quarter in reports following earnings.To be sure, a one-day tweet survey doesn’t prove that Musk is distracted. The findings aren’t comforting though.Analysts and investors will have the chance to hear from Musk when the company reports first-quarter earnings on April 23.Tesla stock dropped almost 5% on Tuesday after deliveries. Coming into Thursday trading, shares were down about 32% year to date.Shares rose 1.6% on Thursday at $171.11. The S&P 500 and Nasdaq Composite dropped 1.2% and 1.4%, respectively.Thursday’s gain leaves shares about 20 cents below their level just before the deliveries were reported.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288623803957544,"gmtCreate":1711497540466,"gmtModify":1711521643252,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"1\"></v-v> my target price is $295","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a><v-v data-views=\"1\"></v-v> my target price is $295","text":"$Tesla Motors(TSLA)$ my target price is $295","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288623803957544","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281701773242520,"gmtCreate":1709803358799,"gmtModify":1709803362410,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"i trust Elon Musk. watch out when TSLA bounce back.","listText":"i trust Elon Musk. watch out when TSLA bounce back.","text":"i trust Elon Musk. watch out when TSLA bounce back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281701773242520","repostId":"1112475258","repostType":4,"repost":{"id":"1112475258","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709803037,"share":"https://ttm.financial/m/news/1112475258?lang=&edition=fundamental","pubTime":"2024-03-07 17:17","market":"us","language":"en","title":"Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1112475258","media":"Tiger Newspress","summary":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares o","content":"<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. "We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red," he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm's FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: "We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play."</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-07 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. "We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red," he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm's FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: "We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112475258","content_text":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares of Tesla fell 1.06% in premarket trading on Thursday.Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. \"We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,\" he updated.While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm's FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.TSLA breakdown: \"We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267135054737488,"gmtCreate":1706228538791,"gmtModify":1706228541698,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> last run by the bear","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> last run by the bear","text":"$Tesla Motors(TSLA)$ last run by the bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267135054737488","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245610197536864,"gmtCreate":1700987532326,"gmtModify":1700987536903,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"thank you[Sly] ","listText":"thank you[Sly] ","text":"thank you[Sly]","images":[{"img":"https://community-static.tradeup.com/news/a22a5fa9f4e5b36a506f0c84e2678a01","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245610197536864","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9004464402,"gmtCreate":1642667939188,"gmtModify":1676533733775,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"Thank you Tiger Brokers.","listText":"Thank you Tiger Brokers.","text":"Thank you Tiger Brokers.","images":[{"img":"https://static.itradeup.com/news/e36848a83d5991b802a88b8486d2d1f7","width":"1080","height":"1450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004464402","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860723451,"gmtCreate":1632216593873,"gmtModify":1676530726850,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RWLK\">$ReWalk Robotics(RWLK)$</a>what the heck just happened? Pre market shoot up","listText":"<a href=\"https://laohu8.com/S/RWLK\">$ReWalk Robotics(RWLK)$</a>what the heck just happened? Pre market shoot up","text":"$ReWalk Robotics(RWLK)$what the heck just happened? Pre market shoot up","images":[{"img":"https://static.tigerbbs.com/aa01428ce776731b326f8b895e2d1393","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860723451","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883218070,"gmtCreate":1631243115290,"gmtModify":1676530507154,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OG\">$Onion Group(OG)$</a>please break $6.010 and $7 tonight","listText":"<a href=\"https://laohu8.com/S/OG\">$Onion Group(OG)$</a>please break $6.010 and $7 tonight","text":"$Onion Group(OG)$please break $6.010 and $7 tonight","images":[{"img":"https://static.tigerbbs.com/b556f86c16851352886804d7839e1803","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/883218070","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883213127,"gmtCreate":1631242926969,"gmtModify":1676530507039,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm(CIDM)$</a>hopefully it will break $2.33 tonight.","listText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm(CIDM)$</a>hopefully it will break $2.33 tonight.","text":"$Cinedigm(CIDM)$hopefully it will break $2.33 tonight.","images":[{"img":"https://static.tigerbbs.com/c56cd6e651c572ee6392f439c39c882a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883213127","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810993316,"gmtCreate":1629937843135,"gmtModify":1676530176364,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>green gap. Bull for a short period of time.HODL for 2 to 3 years.keep pumping the dip.","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>green gap. Bull for a short period of time.HODL for 2 to 3 years.keep pumping the dip.","text":"$Naked Brand(NAKD)$green gap. Bull for a short period of time.HODL for 2 to 3 years.keep pumping the dip.","images":[{"img":"https://static.tigerbbs.com/750cb5746d31ff1db281d9c39a60e11e","width":"1056","height":"159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/810993316","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810902038,"gmtCreate":1629937540224,"gmtModify":1676530176223,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"Gap green. Sign of going up.Will hold for 2 to 3 years.Keep pumping the dip.","listText":"Gap green. Sign of going up.Will hold for 2 to 3 years.Keep pumping the dip.","text":"Gap green. Sign of going up.Will hold for 2 to 3 years.Keep pumping the dip.","images":[{"img":"https://static.tigerbbs.com/16401a632743f4851fa49c4b8bc8e4a0","width":"1080","height":"2143"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810902038","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837583129,"gmtCreate":1629899812761,"gmtModify":1676530166758,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"Lol..naked.. have patience","listText":"Lol..naked.. have patience","text":"Lol..naked.. have patience","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837583129","repostId":"1196509788","repostType":4,"repost":{"id":"1196509788","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629899168,"share":"https://ttm.financial/m/news/1196509788?lang=&edition=fundamental","pubTime":"2021-08-25 21:46","market":"us","language":"en","title":"Some meme stocks slipped in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1196509788","media":"Tiger Newspress","summary":"Some meme stocks slipped in morning trading.GameStop,AMC Entertainment,Express,KOSS and Robinhood fe","content":"<p>Some meme stocks slipped in morning trading.GameStop,AMC Entertainment,Express,KOSS and Robinhood fell between 1% and 7% while Naked Brand Group surged 7.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/3cd4a1e47831725ac5c3611834284345\" tg-width=\"356\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>\n<p>GameStop stock was slipping after gaining 28% on Tuesday. But the revival of the meme-stock trade could be good news for small-cap stocks generally.</p>\n<p>It’s not much of a move compared with Tuesday’s surge, but with meme stocks, one never can tell.</p>\n<p>GameStop stock had dropped nearly 50% since peaking in early June, but erased 40% of that drop in one day. It also looks to have cleared resistance at about $200, which means there could be more upside ahead. Don’t be surprised if $200 becomes support.</p>\n<p><img src=\"https://static.tigerbbs.com/1ca853dd891fce6c2ec9d0ecf67497eb\" tg-width=\"952\" tg-height=\"627\" referrerpolicy=\"no-referrer\"></p>\n<p>GameStop wasn’t the only meme stock on the move Tuesday.AMC Entertainment(AMC) gained 20%, and like GameStop, it appeared to clear resistance, though not quite as cleanly.</p>\n<p>For those wondering why we care about these stocks, consider this: AMC is the largest position in the iShares Russell 2000 ETF(IWM), even if that means it’s just 0.5% of the index. If the meme stocks keep rising that could be good news for small-caps, which have gone nowhere since February.</p>\n<p><img src=\"https://static.tigerbbs.com/d97157fe74c2c1baef4735a0dbbc9d67\" tg-width=\"960\" tg-height=\"639\" referrerpolicy=\"no-referrer\"></p>\n<p>“Nice bounce …but a lot still to prove,” writes Bay Crest Partners’ Jonathan Krinsky. “IWM closing above $225 would send a strong bullish message for small-caps, and suggest the now seven-month consolidation is, in fact, resolving higher.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some meme stocks slipped in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome meme stocks slipped in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-25 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some meme stocks slipped in morning trading.GameStop,AMC Entertainment,Express,KOSS and Robinhood fell between 1% and 7% while Naked Brand Group surged 7.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/3cd4a1e47831725ac5c3611834284345\" tg-width=\"356\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>\n<p>GameStop stock was slipping after gaining 28% on Tuesday. But the revival of the meme-stock trade could be good news for small-cap stocks generally.</p>\n<p>It’s not much of a move compared with Tuesday’s surge, but with meme stocks, one never can tell.</p>\n<p>GameStop stock had dropped nearly 50% since peaking in early June, but erased 40% of that drop in one day. It also looks to have cleared resistance at about $200, which means there could be more upside ahead. Don’t be surprised if $200 becomes support.</p>\n<p><img src=\"https://static.tigerbbs.com/1ca853dd891fce6c2ec9d0ecf67497eb\" tg-width=\"952\" tg-height=\"627\" referrerpolicy=\"no-referrer\"></p>\n<p>GameStop wasn’t the only meme stock on the move Tuesday.AMC Entertainment(AMC) gained 20%, and like GameStop, it appeared to clear resistance, though not quite as cleanly.</p>\n<p>For those wondering why we care about these stocks, consider this: AMC is the largest position in the iShares Russell 2000 ETF(IWM), even if that means it’s just 0.5% of the index. If the meme stocks keep rising that could be good news for small-caps, which have gone nowhere since February.</p>\n<p><img src=\"https://static.tigerbbs.com/d97157fe74c2c1baef4735a0dbbc9d67\" tg-width=\"960\" tg-height=\"639\" referrerpolicy=\"no-referrer\"></p>\n<p>“Nice bounce …but a lot still to prove,” writes Bay Crest Partners’ Jonathan Krinsky. “IWM closing above $225 would send a strong bullish message for small-caps, and suggest the now seven-month consolidation is, in fact, resolving higher.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KOSS":"高斯电子","EXPR":"Express, Inc.","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196509788","content_text":"Some meme stocks slipped in morning trading.GameStop,AMC Entertainment,Express,KOSS and Robinhood fell between 1% and 7% while Naked Brand Group surged 7.5%.\n\nGameStop stock was slipping after gaining 28% on Tuesday. But the revival of the meme-stock trade could be good news for small-cap stocks generally.\nIt’s not much of a move compared with Tuesday’s surge, but with meme stocks, one never can tell.\nGameStop stock had dropped nearly 50% since peaking in early June, but erased 40% of that drop in one day. It also looks to have cleared resistance at about $200, which means there could be more upside ahead. Don’t be surprised if $200 becomes support.\n\nGameStop wasn’t the only meme stock on the move Tuesday.AMC Entertainment(AMC) gained 20%, and like GameStop, it appeared to clear resistance, though not quite as cleanly.\nFor those wondering why we care about these stocks, consider this: AMC is the largest position in the iShares Russell 2000 ETF(IWM), even if that means it’s just 0.5% of the index. If the meme stocks keep rising that could be good news for small-caps, which have gone nowhere since February.\n\n“Nice bounce …but a lot still to prove,” writes Bay Crest Partners’ Jonathan Krinsky. “IWM closing above $225 would send a strong bullish message for small-caps, and suggest the now seven-month consolidation is, in fact, resolving higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837672772,"gmtCreate":1629888687496,"gmtModify":1676530162913,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>the tiger is telling us... patience patience... hold hold hold","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>the tiger is telling us... patience patience... hold hold hold","text":"$Naked Brand(NAKD)$the tiger is telling us... patience patience... hold hold hold","images":[{"img":"https://static.tigerbbs.com/21f1995922d62b2e4bb8c95a2a411e0b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837672772","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893033424,"gmtCreate":1628219602068,"gmtModify":1703503409919,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTBT\">$Big Digital, Inc.(BTBT)$</a>will test $18.5 then decide if exit or hold","listText":"<a href=\"https://laohu8.com/S/BTBT\">$Big Digital, Inc.(BTBT)$</a>will test $18.5 then decide if exit or hold","text":"$Big Digital, Inc.(BTBT)$will test $18.5 then decide if exit or hold","images":[{"img":"https://static.tigerbbs.com/5d10bfb210abaf822f76e347c26985a1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/893033424","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804062030,"gmtCreate":1627912770020,"gmtModify":1703497756250,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTBT\">$Big Digital, Inc.(BTBT)$</a>it seems there is good news?","listText":"<a href=\"https://laohu8.com/S/BTBT\">$Big Digital, Inc.(BTBT)$</a>it seems there is good news?","text":"$Big Digital, Inc.(BTBT)$it seems there is good news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804062030","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":367746246,"gmtCreate":1614982121085,"gmtModify":1704777867493,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hang on.This week candle form is indecisive.If Monday market close above, it is time to rise.","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hang on.This week candle form is indecisive.If Monday market close above, it is time to rise.","text":"$AMC Entertainment(AMC)$hang on.This week candle form is indecisive.If Monday market close above, it is time to rise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/367746246","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566422009404750","authorId":"3566422009404750","name":"RyantKing","avatar":"https://static.tigerbbs.com/21cb807f554e780c7da77b8008cbe145","crmLevel":3,"crmLevelSwitch":0,"idStr":"3566422009404750","authorIdStr":"3566422009404750"},"content":"What will be next week","text":"What will be next week","html":"What will be next week"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175954361,"gmtCreate":1627003993253,"gmtModify":1703482227138,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>will buy again at $9.60","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>will buy again at $9.60","text":"$BlackBerry(BB)$will buy again at $9.60","images":[{"img":"https://static.tigerbbs.com/fdc057995c8debcecb2d2ab35eb8d4ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175954361","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810993316,"gmtCreate":1629937843135,"gmtModify":1676530176364,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>green gap. Bull for a short period of time.HODL for 2 to 3 years.keep pumping the dip.","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>green gap. Bull for a short period of time.HODL for 2 to 3 years.keep pumping the dip.","text":"$Naked Brand(NAKD)$green gap. Bull for a short period of time.HODL for 2 to 3 years.keep pumping the dip.","images":[{"img":"https://static.tigerbbs.com/750cb5746d31ff1db281d9c39a60e11e","width":"1056","height":"159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/810993316","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129042949,"gmtCreate":1624347822381,"gmtModify":1703834081552,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>the bear is getting exhausted. ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>the bear is getting exhausted. ","text":"$BlackBerry(BB)$the bear is getting exhausted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129042949","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114293089,"gmtCreate":1623074512041,"gmtModify":1704195538964,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>fly high BB","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>fly high BB","text":"$BlackBerry(BB)$fly high BB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114293089","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118665546,"gmtCreate":1622730784585,"gmtModify":1704190029765,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>the bear is getting trap.Let go and break $28","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>the bear is getting trap.Let go and break $28","text":"$BlackBerry(BB)$the bear is getting trap.Let go and break $28","images":[{"img":"https://static.tigerbbs.com/b304e59eaa03423e3530f97050c2409b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118665546","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":134913142,"gmtCreate":1622199494586,"gmtModify":1704181329802,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>i will close now.","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>i will close now.","text":"$AMC Entertainment(AMC)$i will close now.","images":[{"img":"https://static.tigerbbs.com/163b3ac0cb5c27d75875ede21c405eee","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134913142","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374115142,"gmtCreate":1619427933686,"gmtModify":1704723675871,"author":{"id":"3574071010805586","authorId":"3574071010805586","name":"TotoPangan","avatar":"https://static.tigerbbs.com/9816579d9ab825a195bac875bd6e23e8","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574071010805586","authorIdStr":"3574071010805586"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>not enough bear movement its time to move ???","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>not enough bear movement its time to move 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