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森田小狼

森田小狼

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11-28

In every crypto bear cycle some big names get busted. MSTR may as well be the next one.

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2023-10-16

I'm just curious, who on earth is taking COVID shots now?

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2023-10-14

I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.

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2022-08-09

How far will Nvidia and AMD drop if no more GPU mining?

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2021-08-17

What could be the biggest bullish drive for China tech stocks? A new leadership.

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2021-08-07

Anyone fancy Farady Future?

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2021-05-31

So neither Tesla nor SpaceX is in the list. How dumb is that.

Prediction: These Will Be the 10 Largest Stocks by 2035

Go to Tiger App to see more news

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every crypto bear cycle some big names get busted. MSTR may as well&nbsp;be the next one.","listText":"In every crypto bear cycle some big names get busted. MSTR may as well&nbsp;be the next one.","text":"In every crypto bear cycle some big names get busted. MSTR may as well be the next one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375915016671304","repostId":"1154834908","repostType":2,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231109373735184,"gmtCreate":1697449111547,"gmtModify":1697449116123,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"I'm just curious, who on earth is taking COVID shots now?","listText":"I'm just curious, who on earth is taking COVID shots now?","text":"I'm just curious, who on earth is taking COVID shots now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231109373735184","repostId":"2375189549","repostType":2,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230347708096792,"gmtCreate":1697279164780,"gmtModify":1697279169181,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","listText":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","text":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230347708096792","repostId":"2375691972","repostType":2,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904684716,"gmtCreate":1660035655438,"gmtModify":1703477213098,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"How far will Nvidia and AMD drop if no more GPU mining?","listText":"How far will Nvidia and AMD drop if no more GPU mining?","text":"How far will Nvidia and AMD drop if no more GPU mining?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904684716","repostId":"1160329018","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839709350,"gmtCreate":1629178498370,"gmtModify":1676529955297,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"What could be the biggest bullish drive for China tech stocks? A new leadership.","listText":"What could be the biggest bullish drive for China tech stocks? A new leadership.","text":"What could be the biggest bullish drive for China tech stocks? A new leadership.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839709350","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891028173,"gmtCreate":1628309109392,"gmtModify":1703504919166,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"Anyone fancy Farady Future?","listText":"Anyone fancy Farady Future?","text":"Anyone fancy Farady Future?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891028173","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110887206,"gmtCreate":1622439034405,"gmtModify":1704184450238,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"So neither Tesla nor SpaceX is in the list. How dumb is that.","listText":"So neither Tesla nor SpaceX is in the list. How dumb is that.","text":"So neither Tesla nor SpaceX is in the list. How dumb is that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110887206","repostId":"2139487733","repostType":4,"repost":{"id":"2139487733","kind":"highlight","pubTimestamp":1622432435,"share":"https://ttm.financial/m/news/2139487733?lang=&edition=fundamental","pubTime":"2021-05-31 11:40","market":"us","language":"en","title":"Prediction: These Will Be the 10 Largest Stocks by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2139487733","media":"Motley Fool","summary":"Change is inevitable. The biggest stocks in the world by market cap will undoubtedly look a bit different in 14 years.","content":"<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.</p><p>For example, in 2004, <b>General Electric</b>, <b>ExxonMobil</b>, <b>Pfizer</b>, <b>Citigroup</b>, <b>Walmart</b>, <b>BP</b>, <b>AIG</b>, <b>Intel</b>, and <b>Bank of America</b> were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.</p><p>What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fhourglass-coins-cash-bills-money-invest-rich-retirement-compound-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">Image source: Getty Images.</p><h2>Amazon</h2><p>Unless e-commerce giant <b>Amazon.com</b> (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.</p><p>As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.<img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcloud-computing-data-server-storage-email-blockchain-saas-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Microsoft</h2><p>Despite a myriad of change since 1999, tech stock <b>Microsoft</b> (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.</p><p>Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.</p><p>Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Faapl-iphone-xr.PNG&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>Image source: Apple.</p><h2>Apple</h2><p>Speaking of cash cows, I believe <b>Apple</b> (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.</p><p>In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fstudents-surfing-the-internet-studying-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2><p>The social media space has proved especially fickle over the past 15 years, so there's certainly the risk <b>Facebook</b> (NASDAQ:FB) won't be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.</p><p>However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.</p><p>Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Flaptop-internet-search-smartphone-work-from-home-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Alphabet</h2><p>As with Facebook, ad-driven operating models come with risks. Thankfully, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.</p><p>In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.</p><p>Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fairbnb1.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Airbnb.</p><h2>Airbnb</h2><p>Perhaps the first big surprise is that I expect stay-and-hosting company <b>Airbnb</b> (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.</p><p>At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.</p><p>Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fsquare-card-terminal.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p>Image source: Square.</p><h2>Square</h2><p>Fintech stock <b>Square</b> (NYSE:SQ) also has a very real opportunity to surpass <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&nbsp;over the next 14 years and work its way into the top 10.</p><p>Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.</p><p>Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>As of May 25, payment processing giant <b>Visa</b> (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of <b>JPMorgan Chase</b>. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.</p><p>Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.</p><p>With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2F17191589198_aac39e29d5_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.</p><h2>Berkshire Hathaway</h2><p>In 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.</p><p>Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why <b>Coca-Cola</b>&nbsp;and <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>&nbsp;have been so valuable.</p><p>The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fretail-shopping-store-online-sale-smartphone-website-ecommerce-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Sea Limited</h2><p>A final surprise that could find its way into the top 10 is Singapore-based <b>Sea Limited</b> (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.</p><p>While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.</p><p>Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These Will Be the 10 Largest Stocks by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrediction: These Will Be the 10 Largest Stocks by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","BRK.B":"伯克希尔B","09086":"华夏纳指-U","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","AAPL":"苹果","GOOGL":"谷歌A","V":"Visa","GOOG":"谷歌","MSFT":"微软","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139487733","content_text":"If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.For example, in 2004, General Electric, ExxonMobil, Pfizer, Citigroup, Walmart, BP, AIG, Intel, and Bank of America were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.Image source: Getty Images.AmazonUnless e-commerce giant Amazon.com (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.Image source: Getty Images.MicrosoftDespite a myriad of change since 1999, tech stock Microsoft (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.Image source: Apple.AppleSpeaking of cash cows, I believe Apple (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.Image source: Getty Images.FacebookThe social media space has proved especially fickle over the past 15 years, so there's certainly the risk Facebook (NASDAQ:FB) won't be one of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.Image source: Getty Images.AlphabetAs with Facebook, ad-driven operating models come with risks. Thankfully, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.Image source: Airbnb.AirbnbPerhaps the first big surprise is that I expect stay-and-hosting company Airbnb (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.Image source: Square.SquareFintech stock Square (NYSE:SQ) also has a very real opportunity to surpass PayPal over the next 14 years and work its way into the top 10.Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.Image source: Getty Images.VisaAs of May 25, payment processing giant Visa (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of JPMorgan Chase. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.Berkshire HathawayIn 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why Coca-Cola and American Express have been so valuable.The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.Image source: Getty Images.Sea LimitedA final surprise that could find its way into the top 10 is Singapore-based Sea Limited (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":110887206,"gmtCreate":1622439034405,"gmtModify":1704184450238,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"So neither Tesla nor SpaceX is in the list. How dumb is that.","listText":"So neither Tesla nor SpaceX is in the list. How dumb is that.","text":"So neither Tesla nor SpaceX is in the list. How dumb is that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110887206","repostId":"2139487733","repostType":4,"repost":{"id":"2139487733","kind":"highlight","pubTimestamp":1622432435,"share":"https://ttm.financial/m/news/2139487733?lang=&edition=fundamental","pubTime":"2021-05-31 11:40","market":"us","language":"en","title":"Prediction: These Will Be the 10 Largest Stocks by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2139487733","media":"Motley Fool","summary":"Change is inevitable. The biggest stocks in the world by market cap will undoubtedly look a bit different in 14 years.","content":"<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.</p><p>For example, in 2004, <b>General Electric</b>, <b>ExxonMobil</b>, <b>Pfizer</b>, <b>Citigroup</b>, <b>Walmart</b>, <b>BP</b>, <b>AIG</b>, <b>Intel</b>, and <b>Bank of America</b> were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.</p><p>What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fhourglass-coins-cash-bills-money-invest-rich-retirement-compound-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">Image source: Getty Images.</p><h2>Amazon</h2><p>Unless e-commerce giant <b>Amazon.com</b> (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.</p><p>As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.<img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcloud-computing-data-server-storage-email-blockchain-saas-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Microsoft</h2><p>Despite a myriad of change since 1999, tech stock <b>Microsoft</b> (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.</p><p>Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.</p><p>Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Faapl-iphone-xr.PNG&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>Image source: Apple.</p><h2>Apple</h2><p>Speaking of cash cows, I believe <b>Apple</b> (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.</p><p>In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fstudents-surfing-the-internet-studying-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2><p>The social media space has proved especially fickle over the past 15 years, so there's certainly the risk <b>Facebook</b> (NASDAQ:FB) won't be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.</p><p>However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.</p><p>Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Flaptop-internet-search-smartphone-work-from-home-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Alphabet</h2><p>As with Facebook, ad-driven operating models come with risks. Thankfully, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.</p><p>In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.</p><p>Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fairbnb1.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Airbnb.</p><h2>Airbnb</h2><p>Perhaps the first big surprise is that I expect stay-and-hosting company <b>Airbnb</b> (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.</p><p>At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.</p><p>Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fsquare-card-terminal.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p>Image source: Square.</p><h2>Square</h2><p>Fintech stock <b>Square</b> (NYSE:SQ) also has a very real opportunity to surpass <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&nbsp;over the next 14 years and work its way into the top 10.</p><p>Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.</p><p>Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>As of May 25, payment processing giant <b>Visa</b> (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of <b>JPMorgan Chase</b>. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.</p><p>Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.</p><p>With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2F17191589198_aac39e29d5_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.</p><h2>Berkshire Hathaway</h2><p>In 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.</p><p>Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why <b>Coca-Cola</b>&nbsp;and <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>&nbsp;have been so valuable.</p><p>The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fretail-shopping-store-online-sale-smartphone-website-ecommerce-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Sea Limited</h2><p>A final surprise that could find its way into the top 10 is Singapore-based <b>Sea Limited</b> (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.</p><p>While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.</p><p>Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These Will Be the 10 Largest Stocks by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrediction: These Will Be the 10 Largest Stocks by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","BRK.B":"伯克希尔B","09086":"华夏纳指-U","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","AAPL":"苹果","GOOGL":"谷歌A","V":"Visa","GOOG":"谷歌","MSFT":"微软","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139487733","content_text":"If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.For example, in 2004, General Electric, ExxonMobil, Pfizer, Citigroup, Walmart, BP, AIG, Intel, and Bank of America were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.Image source: Getty Images.AmazonUnless e-commerce giant Amazon.com (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.Image source: Getty Images.MicrosoftDespite a myriad of change since 1999, tech stock Microsoft (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.Image source: Apple.AppleSpeaking of cash cows, I believe Apple (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.Image source: Getty Images.FacebookThe social media space has proved especially fickle over the past 15 years, so there's certainly the risk Facebook (NASDAQ:FB) won't be one of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.Image source: Getty Images.AlphabetAs with Facebook, ad-driven operating models come with risks. Thankfully, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.Image source: Airbnb.AirbnbPerhaps the first big surprise is that I expect stay-and-hosting company Airbnb (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.Image source: Square.SquareFintech stock Square (NYSE:SQ) also has a very real opportunity to surpass PayPal over the next 14 years and work its way into the top 10.Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.Image source: Getty Images.VisaAs of May 25, payment processing giant Visa (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of JPMorgan Chase. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.Berkshire HathawayIn 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why Coca-Cola and American Express have been so valuable.The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.Image source: Getty Images.Sea LimitedA final surprise that could find its way into the top 10 is Singapore-based Sea Limited (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904684716,"gmtCreate":1660035655438,"gmtModify":1703477213098,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"How far will Nvidia and AMD drop if no more GPU mining?","listText":"How far will Nvidia and AMD drop if no more GPU mining?","text":"How far will Nvidia and AMD drop if no more GPU mining?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904684716","repostId":"1160329018","repostType":4,"repost":{"id":"1160329018","kind":"news","pubTimestamp":1660047082,"share":"https://ttm.financial/m/news/1160329018?lang=&edition=fundamental","pubTime":"2022-08-09 20:11","market":"us","language":"en","title":"Nvidia: Game-Changing Profit Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1160329018","media":"Seeking Alpha","summary":"SummaryNvidia announced preliminary results for Q2 2022.The company disappointed against both manage","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia announced preliminary results for Q2 2022.</li><li>The company disappointed against both management’s previous guidance and analyst consensus estimates.</li><li>I view the press release as a warning signal, that Nvidia is a cyclical company - like the entire semi industry.</li><li>In my opinion, Nvidia stock is overvalued - trading at almost x10 sales.</li><li>I advise to stay on the sidelines.</li></ul><p><b>Thesis</b></p><p>On August 8th, NVIDIA Corporation (NASDAQ:NVDA)announced preliminary results for Q2 2022 and the company disappointed against both management&#39;s previous guidance and analyst consensus estimates. In other words, Nvidia&#39;s press release was a profit warning. How should investors think about this? Should the information be ignored, appreciated as a buying opportunity or accepted as a warning signal? I tend towards the latter. In my opinion, Nvidia stock is overhyped and overvalued - trading at almost x10 sales. And as long as the company is stumbling, like the Q2 results indicate, I would not pay this enormous valuation premium.</p><p>Nvidia stock is down about 40% YTD, versus a loss of about 15% for the SPX.</p><p><img src=\"https://static.tigerbbs.com/8758b98543efdb11ca36a96617cc111c\" tg-width=\"640\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>The Profit Warning</b></p><p>Nvidia&#39;s preliminary results were quite bad. As compared to the company&#39;s previous outlook of $8.10 billion, Nvidia now announced revenues of $6.70 billion. Notably, this represents a 19% decline quarter-over-quarter. While Nvidia did not provide income numbers, the company announced GAAP gross margin of 43.7%, versus 65.1% guided. GAAP operating expenses remained roughly in line with guidance at $2.46 billion. Nvidia&#39;s miss was largely driven by a strong weakness in the company&#39;s gaming exposure, which accounts for about 30% of total revenues. For Q2 2022, Gaming revenue was $2.04 billion, which is a 44% quarter-over-quarter decrease.</p><p>However, also the other segments disappointed, including Data Center, which is more than 50% of revenues. Jensen Huang, founder and CEO of NVIDIA commented:</p><blockquote><i>Data Center revenue, though a record, was somewhat short of the company&#39;s expectations, as it was impacted by supply chain disruptions.</i></blockquote><p>Investors should also note that the company highlighted $1.32 billion of charges, which were associated to inventory adjustments and related reserves as the company needed to revise expectations of future demand.</p><blockquote><i>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took actions with our Gaming partners to adjust channel prices and inventory.</i></blockquote><p>Given these results, investors are craving for more insights: How is Q3 2022; what is the guidance for 2023; is Nvidia planning lay-offs like other tech companies? But unfortunately, management has not scheduled any analyst call before August 24.</p><p><b>Very Expensive Stock</b></p><p>Reflecting on Nvidia&#39;s Q2 results, I believe valuation will become more and more a concern to investors. Notably, Nvidia trades at a one-year forward P/E of x46, which is a 100% premium to the sector. The respective EV/EBITDA multiple is x34, versus x13 for the sector (170% premium). Please note that I am not cherry-picking here. Below is a comparative table of various multiples, which all indicate a considerable, approximately 100%, overvaluation.</p><p><img src=\"https://static.tigerbbs.com/ab6ae5e33bc204aba73e6f76ad315f5e\" tg-width=\"640\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>In the recent past, let&#39;s say during the bubble, many investors have argued that Nvidia&#39;s enormous valuation and industry premium is justified, given the company&#39;s exposure to secular growth trends such as gaming, AI, the metaverse.</p><p>Investors arguably made the mistake to forget that semiconductor companies remain highly cyclical. And now, as the market is pressured by inflation, rising interest rates, low consumer confidence and international trade tensions, to name just a few, Nvidia&#39;s business starts to feel the downturn. That said, if investors support my thesis that semi companies, including Nvidia, are cyclical, they likely also accept that more pain (recession) is yet to come.</p><p><b>Implications and Recommendation</b></p><p>Nvidia is no doubt a great company. And I love a strong management that is led by a visionary founder-CEO such as Jensen Huang, who sustains the view that:</p><blockquote><i>NVIDIA has excellent products and position driving large and growing markets. As we navigate these challenges, we remain focused on the once-in-a-generation opportunity to reinvent computing for the era of AI</i></blockquote><p>However, Nvidia&#39;s valuation is way too expensive to allow for a margin of safety. Moreover, the semiconductor business is vulnerable to a global economic slowdown, which I believe many investors still have not priced sufficiently, as some market participants sustain the view that companies such as Nvidia are driven by secular, not cyclical growth levers. But I disagree. Following the Q2 profit warning, Nvidia shares lost as much as 10%. This is a game-changing warning signal. And, accordingly, I advise to stay on the sidelines.</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>Nvidia: Game-Changing Profit Warning</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\">\nNvidia: Game-Changing Profit Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 20:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531583-nvidia-game-changing-profit-warning?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia announced preliminary results for Q2 2022.The company disappointed against both management’s previous guidance and analyst consensus estimates.I view the press release as a warning ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531583-nvidia-game-changing-profit-warning?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4531583-nvidia-game-changing-profit-warning?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160329018","content_text":"SummaryNvidia announced preliminary results for Q2 2022.The company disappointed against both management’s previous guidance and analyst consensus estimates.I view the press release as a warning signal, that Nvidia is a cyclical company - like the entire semi industry.In my opinion, Nvidia stock is overvalued - trading at almost x10 sales.I advise to stay on the sidelines.ThesisOn August 8th, NVIDIA Corporation (NASDAQ:NVDA)announced preliminary results for Q2 2022 and the company disappointed against both management's previous guidance and analyst consensus estimates. In other words, Nvidia's press release was a profit warning. How should investors think about this? Should the information be ignored, appreciated as a buying opportunity or accepted as a warning signal? I tend towards the latter. In my opinion, Nvidia stock is overhyped and overvalued - trading at almost x10 sales. And as long as the company is stumbling, like the Q2 results indicate, I would not pay this enormous valuation premium.Nvidia stock is down about 40% YTD, versus a loss of about 15% for the SPX.Seeking AlphaThe Profit WarningNvidia's preliminary results were quite bad. As compared to the company's previous outlook of $8.10 billion, Nvidia now announced revenues of $6.70 billion. Notably, this represents a 19% decline quarter-over-quarter. While Nvidia did not provide income numbers, the company announced GAAP gross margin of 43.7%, versus 65.1% guided. GAAP operating expenses remained roughly in line with guidance at $2.46 billion. Nvidia's miss was largely driven by a strong weakness in the company's gaming exposure, which accounts for about 30% of total revenues. For Q2 2022, Gaming revenue was $2.04 billion, which is a 44% quarter-over-quarter decrease.However, also the other segments disappointed, including Data Center, which is more than 50% of revenues. Jensen Huang, founder and CEO of NVIDIA commented:Data Center revenue, though a record, was somewhat short of the company's expectations, as it was impacted by supply chain disruptions.Investors should also note that the company highlighted $1.32 billion of charges, which were associated to inventory adjustments and related reserves as the company needed to revise expectations of future demand.Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took actions with our Gaming partners to adjust channel prices and inventory.Given these results, investors are craving for more insights: How is Q3 2022; what is the guidance for 2023; is Nvidia planning lay-offs like other tech companies? But unfortunately, management has not scheduled any analyst call before August 24.Very Expensive StockReflecting on Nvidia's Q2 results, I believe valuation will become more and more a concern to investors. Notably, Nvidia trades at a one-year forward P/E of x46, which is a 100% premium to the sector. The respective EV/EBITDA multiple is x34, versus x13 for the sector (170% premium). Please note that I am not cherry-picking here. Below is a comparative table of various multiples, which all indicate a considerable, approximately 100%, overvaluation.Seeking AlphaIn the recent past, let's say during the bubble, many investors have argued that Nvidia's enormous valuation and industry premium is justified, given the company's exposure to secular growth trends such as gaming, AI, the metaverse.Investors arguably made the mistake to forget that semiconductor companies remain highly cyclical. And now, as the market is pressured by inflation, rising interest rates, low consumer confidence and international trade tensions, to name just a few, Nvidia's business starts to feel the downturn. That said, if investors support my thesis that semi companies, including Nvidia, are cyclical, they likely also accept that more pain (recession) is yet to come.Implications and RecommendationNvidia is no doubt a great company. And I love a strong management that is led by a visionary founder-CEO such as Jensen Huang, who sustains the view that:NVIDIA has excellent products and position driving large and growing markets. As we navigate these challenges, we remain focused on the once-in-a-generation opportunity to reinvent computing for the era of AIHowever, Nvidia's valuation is way too expensive to allow for a margin of safety. Moreover, the semiconductor business is vulnerable to a global economic slowdown, which I believe many investors still have not priced sufficiently, as some market participants sustain the view that companies such as Nvidia are driven by secular, not cyclical growth levers. But I disagree. Following the Q2 profit warning, Nvidia shares lost as much as 10%. This is a game-changing warning signal. And, accordingly, I advise to stay on the sidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839709350,"gmtCreate":1629178498370,"gmtModify":1676529955297,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"What could be the biggest bullish drive for China tech stocks? A new leadership.","listText":"What could be the biggest bullish drive for China tech stocks? A new leadership.","text":"What could be the biggest bullish drive for China tech stocks? A new leadership.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839709350","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891028173,"gmtCreate":1628309109392,"gmtModify":1703504919166,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"Anyone fancy Farady Future?","listText":"Anyone fancy Farady Future?","text":"Anyone fancy Farady Future?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891028173","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375915016671304,"gmtCreate":1732794210027,"gmtModify":1732799552101,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"In every crypto bear cycle some big names get busted. MSTR may as well&nbsp;be the next one.","listText":"In every crypto bear cycle some big names get busted. MSTR may as well&nbsp;be the next one.","text":"In every crypto bear cycle some big names get busted. MSTR may as well be the next one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375915016671304","repostId":"1154834908","repostType":2,"repost":{"id":"1154834908","kind":"news","pubTimestamp":1732789910,"share":"https://ttm.financial/m/news/1154834908?lang=&edition=fundamental","pubTime":"2024-11-28 18:31","market":"us","language":"en","title":"MicroStrategy: Shorts Are Playing With Fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1154834908","media":"Seeking Alpha","summary":"SummaryCitron Research is shorting MicroStrategy, but I believe the stock's bullish technicals make a sell rating unwarranted; I rate it a hold.Daily and weekly chart analyses show strong uptrends wit","content":"<html><head></head><body><h2 id=\"id_3071328920\">Summary</h2><ul style=\"\"><li><p>Citron Research is shorting MicroStrategy, but I believe the stock&#39;s bullish technicals make a sell rating unwarranted; I rate it a hold.</p></li><li><p>Daily and weekly chart analyses show strong uptrends with no resistance, indicating potential for further stock appreciation despite recent pullbacks.</p></li><li><p>Fundamental analysis reveals overvaluation with weak earnings and high P/S and P/B ratios, suggesting long-term risks despite bullish technical signals.</p></li><li><p>Conflicting technical and fundamental signals lead to a hold rating, cautioning shorts about potential near-term bullish momentum before fundamentals reassert.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44a65a39741c3708a2c04ecf88c953fb\" alt=\"MicroStockHub\" title=\"MicroStockHub\" tg-width=\"750\" tg-height=\"474\"/><span>MicroStockHub</span></p><h2 id=\"id_3184934740\">Thesis</h2><p>Citron Research recently announced that they are now shorting MicroStrategy Incorporated (NASDAQ:MSTR) stock as they believe that it is detached from fundamentals. While I also believe the stock is currently overvalued, in my view, Citron Research is playing with fire by shorting the stock as the technicals are overwhelmingly bullish. In the below analysis, I determine that charts, moving averages, and most indicators show that the stock&#39;s outlook is positive and that the recent pullback is a healthy correction in the long run. Note that a monthly analysis has not been provided, as I believe the 2020 to present period is the most relevant due to MicroStrategy&#39;s implementation of its Bitcoin strategy in 2020. In the fundamentals section, I explain my evaluation that MicroStrategy stock is overvalued using the P/S and P/B ratios as well as trends in their earnings and Bitcoin investments. In the long run, the stock may revert to reflecting the fundamentals and could prove Citron Research to be right. However, before that occurs, history has shown that overvalued stocks can become much more overvalued. With highly bullish technicals, history can easily repeat itself with MicroStrategy stock. With the stock significantly overvalued, I cannot recommend buying it at these levels, but with the technicals so strong, I also believe a sell rating is unwarranted at this juncture. Therefore, I initiate coverage at a hold rating.</p><h2 id=\"id_1156402332\">Daily Analysis</h2><h3 id=\"id_2940204203\">Chart Analysis</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a97dac49f1fbfa9eb6a36d28d0dd76d3\" alt=\"Yahoo Finance\" title=\"Yahoo Finance\" tg-width=\"640\" tg-height=\"348\"/><span>Yahoo Finance</span></p><p>The daily chart is quite a positive one for MicroStrategy as there is no resistance above the stock. The stock is in both a slightly longer-term uptrend and a recent accelerated uptrend. It also has many support levels beneath the stock. The nearest current support would be the accelerated uptrend line that has moved past 400 and is sloping up very quickly. Its sustainability could be in question as its trajectory may be too steep. The next support level is also quite close and is in the mid-380s. In the last week or so, that level has been both resistance and support, making it a highly important zone. Moving down, the mid-320s is also support, as there is a consolidation area that found support at that price level. Although quite distant, we also have support in the mid-270s as that was an upside gap and the slower uptrend line is also nearing that level as well. Other noteworthy items include the fact that the stock has closed an upside gap that I have circled, showing that the stock has corrected as of late, and the bearish engulfing pattern at the peak a few days ago, perhaps indicating that a near term peak is in. Nonetheless, it is hard to argue against the overall bullishness of the daily chart as the stock is in strong uptrends with no resistance in sight.</p><h3 id=\"id_4239491117\">Moving Average Analysis</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aaaeb09c88ae46f160b985f2d54c465\" alt=\"Yahoo Finance\" title=\"Yahoo Finance\" tg-width=\"640\" tg-height=\"347\"/><span>Yahoo Finance</span></p><p>There have been no crossovers between the 50-day SMA and the 200-day SMA in the past year, with the 50-day SMA staying on top the entire time, indicating sustained bullishness. The 50-day SMA has recently widened the gap significantly with the 200-day SMA, indicating accelerating bullish momentum in the stock. The stock does trade miles above the 50-day SMA, however, as the 50-day SMA&#39;s support is only at around 240. For the Bollinger Bands, the stock recently broke above the upper band, and so the current pullback is not at all surprising. As volatility expands, the upper band may continue to surge higher, creating more room for the stock to run higher without being overbought. The 20-day midline is the nearest MA support at around 320. Overall, I believe that while the stock may be a bit overbought as it is much higher than its 50-day SMA, there are really no outright bearish indications here to convince me that the near term technicals have turned negative.</p><h3 id=\"id_2938062328\">Indicator Analysis</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ff5ea19d6bb172a266a222f7fc0bc7d\" alt=\"Yahoo Finance\" title=\"Yahoo Finance\" tg-width=\"640\" tg-height=\"350\"/><span>Yahoo Finance</span></p><p>The MACD crossed above the signal line earlier this month, a bullish signal. The gap between the lines has narrowed a bit, as indicated by the red histogram, showing that bullishness has been receding a bit as of late. This is not surprising given that the stock is currently in an overbought pullback. The MACD&#39;s run to one year highs also confirms the latest surge in the stock. For the RSI, it is currently at 64.39 having just exited the overbought 70 level. The RSI has held above 50 since mid-September, showing that the bulls are in clear control of the stock. Lastly, for the stochastics, the %K just recently crossed below the %D within the overbought 80 zone, a bearish signal. This again is not surprising given that the stock is undergoing an overbought correction. Note that the stochastics has remained above the 50 level since mid-September and has, in fact, found support at that level multiple times. This indicates that the bulls have been resilient in recent pullbacks, and investors should monitor this indicator closely to see if it bounces from this level again. As a whole, I would say that these indicators were mainly positive in the longer term, as the recent bearish indications are merely reflecting the stock&#39;s healthy pullback.</p><h3 id=\"id_3704937246\">Takeaway</h3><p>The short-term technical outlook for MicroStrategy is a strong one, as all three analyses indicate that the stock could run further in the near future. The chart shows that the stock remains in both a slower and an accelerated uptrend, while the MAs show accelerating bullish momentum. Lastly, for the indicators, as discussed above, there were key bullish signals and while there were some near-term bearish signals, they merely reflect the recent healthy pullback in the stock.</p><h2 id=\"id_629513900\">Weekly Analysis</h2><h3 id=\"id_3203039374\">Chart Analysis</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c358683c3cb5dc6c6c9bd0528030d9d5\" alt=\"Yahoo Finance\" title=\"Yahoo Finance\" tg-width=\"640\" tg-height=\"349\"/><span>Yahoo Finance</span></p><p>Note that the above chart is in a log scale to better reflect the last few years of trading history in MicroStrategy stock. The weekly chart is also a highly positive one for the stock, as it has now broken above the upper channel line and is in an accelerated uptrend. The upward channel has been in effect since early 2023 and in October this year, the stock broke above it, an indication of strength. The nearest support level would be at a gap in the low 270s. This is basically the same gap as in the daily analysis, but being on the weekly chart further adds to its significance. The next support level would be the upper channel line, and it has just moved past 210. The other two support zones are very distant due to the log scale, but I believe are still noteworthy. The lower channel line is approaching 130 and there is also a support level at 110 as that price level was major resistance in 2021 and is also at an upside gap formed earlier this year, making it a very significant area. Overall, I believe there is not much to complain about here, as there are no bearish indications to be seen.</p><h3 id=\"id_869051729\">Moving Average Analysis</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f070a051a11b56dd0f28b36af2cb664\" alt=\"Yahoo Finance\" title=\"Yahoo Finance\" tg-width=\"640\" tg-height=\"349\"/><span>Yahoo Finance</span></p><p>The 13-week SMA had a bullish crossover with the 26-week SMA earlier this year where the 13-week SMA just dipped below the 26-week SMA and bounced back very quickly. The gap between the SMAs has expanded rapidly lately as the stock has surged, indicating accelerating bullish momentum. Again, the stock trades far above the SMAs, showing that it could be overbought with the 13-week SMA&#39;s support at only 237. For the Bollinger Bands, the stock remains above the upper band, showing that it is indeed still overbought in the longer term time frame. Therefore, a further pullback in the stock is definitely not out of the question and could, in fact, be healthy for the stock&#39;s long-term trend. The 20-week midline is only at around 206, but its support is nearer than the 26-week SMA. From my analysis, there is nothing wrong with MicroStrategy stock in the long term, even if it continues its recent pullback. The MAs are solidly bullish, and the stock just needs a healthy correction.</p><h3 id=\"id_3635207665\">Indicator Analysis</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7357997dbd5ee7515b536790b6544d8d\" alt=\"Yahoo Finance\" title=\"Yahoo Finance\" tg-width=\"640\" tg-height=\"348\"/><span>Yahoo Finance</span></p><p>The MACD had a bullish crossover with the signal line back in late September, and the stock has surged since then. The gap between the lines continues to expand as demonstrated by the green histogram and again shows accelerating bullish momentum. Like in the daily analysis, the weekly MACD&#39;s run to 5-year highs, confirms the recent surge in the stock. For the RSI, it is currently above the overbought 70 zone as it is at 80.41. There is some slight negative divergence with the RSI here, as the most recent peak fails to surpass the peak earlier this year and the one back in 2021. Since the MACD does confirm the recent run, I believe this divergence signal has less significance and should be taken with a grain of salt. Lastly, for the stochastics, the %K has crossed below %D within the overbought 80 zone in October, a bearish indication. However, both lines have generally remained in or near that zone since the bearish crossover, showing that bullishness has been sustained despite the negative signal. From my analysis, these weekly indicators are slightly more mixed in their signalling as there are both bullish and bearish indications here, but I believe the MACD&#39;s confirmation of the bull run should give investors some peace of mind.</p><h3 id=\"id_128086230\">Takeaway</h3><p>Overall, I would say that the long-term technical outlook for MicroStrategy is also positive, as the vast majority of signals are bullish. The charts show that the stock has broken out of an upward channel and is now in an accelerated uptrend, while the MAs once again show accelerating bullish momentum. For the indicators, there were mixed signals that show some uncertainty, but as discussed above, I would consider the MACD&#39;s bullish confirmation as the most important signal.</p><h2 id=\"id_3812953207\">Fundamentals &amp; Valuation</h2><h3 id=\"id_1136376142\">Earnings</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a40d220b25454bd5145b5ca29a578107\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"537\"/><span>Data by YCharts</span></p><p>MicroStrategy reported their Q3 earnings back in late October and showed weak operating results. They reported revenues of $116.1 million, down 10.3% YoY and a GAAP Net Loss of $1.72 per share. Both figures missed expectations with revenue missing by $5.38 million and EPS missing by $1.60. As you can see in the charts above, revenue is at weak levels compared to past years and EPS is on a worrying trajectory. Of course, these operational results have taken a back seat as the focus is firmly on the company&#39;s Bitcoin investments. MicroStrategy reported a 5.1% &#34;BTC Yield&#34; KPI in the quarter and projected a target annual BTC Yield of 6-10% from 2025 to 2027. It also announced a $21 billion equity offering at market price and an additional raising of $21 billion from fixed-income securities to fund its Bitcoin investments. As of this report, they are holding 252,220 Bitcoins, translating into a current total market value of $23.5 billion. The company has made significant purchases since then with the most recent purchases occurring last week, where they purchased an additional 55,000 Bitcoins. As of this latest Sunday, they hold 386,700 Bitcoins, translating into a current total market value of $36.1 billion. From the chart above, you can see that the company&#39;s book value has soared in the past two years along with the bull run in Bitcoin itself.</p><h3 id=\"id_372276589\">Valuation</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8930a8daabd7c2a06eaa49441ed3feeb\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"491\"/><span>Data by YCharts</span></p><p>In my view, it is clear that MicroStrategy is overvalued at current levels. Earnings are now negative, and so a P/E analysis would be irrelevant. The P/S ratio is currently at 167, dropping slightly from its all-time highs of over 180 recently. The P/B ratio is currently at 24 and is at a five-year-high, excluding the 2021-2022 spike. As I said earlier, of course, the focus has shifted to Bitcoin, but the company&#39;s current market cap of $76 billion shows that its Bitcoin holdings of $36.1 billion are just a portion of the value. Therefore, the P/S should still be a relevant measure of value for the stock and so with revenues near five-year lows, I believe the current P/S ratio is unjustified. For the P/B ratio, MicroStrategy started to buy Bitcoin back in 2020 and has been increasing their holdings since then, which deserves a premium, but the P/B ratio is now at approximately 2 times the five-year average, excluding the 2021 spike. Despite their aggressive strategy, I, personally, find the P/B ratio of over 24 to be too rich. From my analysis of the P/S and P/B ratios, I believe the stock is overvalued at current levels. For MicroStrategy stock, Seeking Alpha currently has an F valuation rating for the P/S ratio and a D- rating for the P/B ratio, confirming my evaluation.</p><h2 id=\"id_1452635653\">Conclusion</h2><p>From the above analysis, it is clear that the technicals differ highly with the fundamentals on their outlooks for the stock. The vast majority of technical indications were bullish as the chart showed the stock is in accelerated uptrends while MAs show strong bullish momentum. While indicators were a bit more mixed overall, there were key signals of strength that confirm the recent surge in the stock. For the fundamentals, with revenue being very sluggish, I find the stock to be overvalued in terms of the P/S ratio and while the increasingly large Bitcoin pile deserves a P/B expansion, I believe the ratio has gone too far currently as it is at an eye-watering level of 24. I therefore conclude that the stock is significantly overvalued at current levels. While the stock could revert to reflecting its fundamentals in the long run and prove Citron Research to be right in the long run, in the near term, I believe the stock could have room to run due to the technicals being heavily in MicroStrategy&#39;s favour. With conflicting technical and fundamental signals, I initiate the stock at a hold rating, but I believe shorts are at a high risk of being burned before their predictions come true.</p></body></html>","source":"lsy1728464409321","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>MicroStrategy: Shorts Are Playing With Fire</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\">\nMicroStrategy: Shorts Are Playing With Fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-28 18:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4740856-microstrategy-shorts-are-playing-fire-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryCitron Research is shorting MicroStrategy, but I believe the stock's bullish technicals make a sell rating unwarranted; I rate it a hold.Daily and weekly chart analyses show strong uptrends ...</p>\n\n<a href=\"https://seekingalpha.com/article/4740856-microstrategy-shorts-are-playing-fire-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"MicroStrategy"},"source_url":"https://seekingalpha.com/article/4740856-microstrategy-shorts-are-playing-fire-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154834908","content_text":"SummaryCitron Research is shorting MicroStrategy, but I believe the stock's bullish technicals make a sell rating unwarranted; I rate it a hold.Daily and weekly chart analyses show strong uptrends with no resistance, indicating potential for further stock appreciation despite recent pullbacks.Fundamental analysis reveals overvaluation with weak earnings and high P/S and P/B ratios, suggesting long-term risks despite bullish technical signals.Conflicting technical and fundamental signals lead to a hold rating, cautioning shorts about potential near-term bullish momentum before fundamentals reassert.MicroStockHubThesisCitron Research recently announced that they are now shorting MicroStrategy Incorporated (NASDAQ:MSTR) stock as they believe that it is detached from fundamentals. While I also believe the stock is currently overvalued, in my view, Citron Research is playing with fire by shorting the stock as the technicals are overwhelmingly bullish. In the below analysis, I determine that charts, moving averages, and most indicators show that the stock's outlook is positive and that the recent pullback is a healthy correction in the long run. Note that a monthly analysis has not been provided, as I believe the 2020 to present period is the most relevant due to MicroStrategy's implementation of its Bitcoin strategy in 2020. In the fundamentals section, I explain my evaluation that MicroStrategy stock is overvalued using the P/S and P/B ratios as well as trends in their earnings and Bitcoin investments. In the long run, the stock may revert to reflecting the fundamentals and could prove Citron Research to be right. However, before that occurs, history has shown that overvalued stocks can become much more overvalued. With highly bullish technicals, history can easily repeat itself with MicroStrategy stock. With the stock significantly overvalued, I cannot recommend buying it at these levels, but with the technicals so strong, I also believe a sell rating is unwarranted at this juncture. Therefore, I initiate coverage at a hold rating.Daily AnalysisChart AnalysisYahoo FinanceThe daily chart is quite a positive one for MicroStrategy as there is no resistance above the stock. The stock is in both a slightly longer-term uptrend and a recent accelerated uptrend. It also has many support levels beneath the stock. The nearest current support would be the accelerated uptrend line that has moved past 400 and is sloping up very quickly. Its sustainability could be in question as its trajectory may be too steep. The next support level is also quite close and is in the mid-380s. In the last week or so, that level has been both resistance and support, making it a highly important zone. Moving down, the mid-320s is also support, as there is a consolidation area that found support at that price level. Although quite distant, we also have support in the mid-270s as that was an upside gap and the slower uptrend line is also nearing that level as well. Other noteworthy items include the fact that the stock has closed an upside gap that I have circled, showing that the stock has corrected as of late, and the bearish engulfing pattern at the peak a few days ago, perhaps indicating that a near term peak is in. Nonetheless, it is hard to argue against the overall bullishness of the daily chart as the stock is in strong uptrends with no resistance in sight.Moving Average AnalysisYahoo FinanceThere have been no crossovers between the 50-day SMA and the 200-day SMA in the past year, with the 50-day SMA staying on top the entire time, indicating sustained bullishness. The 50-day SMA has recently widened the gap significantly with the 200-day SMA, indicating accelerating bullish momentum in the stock. The stock does trade miles above the 50-day SMA, however, as the 50-day SMA's support is only at around 240. For the Bollinger Bands, the stock recently broke above the upper band, and so the current pullback is not at all surprising. As volatility expands, the upper band may continue to surge higher, creating more room for the stock to run higher without being overbought. The 20-day midline is the nearest MA support at around 320. Overall, I believe that while the stock may be a bit overbought as it is much higher than its 50-day SMA, there are really no outright bearish indications here to convince me that the near term technicals have turned negative.Indicator AnalysisYahoo FinanceThe MACD crossed above the signal line earlier this month, a bullish signal. The gap between the lines has narrowed a bit, as indicated by the red histogram, showing that bullishness has been receding a bit as of late. This is not surprising given that the stock is currently in an overbought pullback. The MACD's run to one year highs also confirms the latest surge in the stock. For the RSI, it is currently at 64.39 having just exited the overbought 70 level. The RSI has held above 50 since mid-September, showing that the bulls are in clear control of the stock. Lastly, for the stochastics, the %K just recently crossed below the %D within the overbought 80 zone, a bearish signal. This again is not surprising given that the stock is undergoing an overbought correction. Note that the stochastics has remained above the 50 level since mid-September and has, in fact, found support at that level multiple times. This indicates that the bulls have been resilient in recent pullbacks, and investors should monitor this indicator closely to see if it bounces from this level again. As a whole, I would say that these indicators were mainly positive in the longer term, as the recent bearish indications are merely reflecting the stock's healthy pullback.TakeawayThe short-term technical outlook for MicroStrategy is a strong one, as all three analyses indicate that the stock could run further in the near future. The chart shows that the stock remains in both a slower and an accelerated uptrend, while the MAs show accelerating bullish momentum. Lastly, for the indicators, as discussed above, there were key bullish signals and while there were some near-term bearish signals, they merely reflect the recent healthy pullback in the stock.Weekly AnalysisChart AnalysisYahoo FinanceNote that the above chart is in a log scale to better reflect the last few years of trading history in MicroStrategy stock. The weekly chart is also a highly positive one for the stock, as it has now broken above the upper channel line and is in an accelerated uptrend. The upward channel has been in effect since early 2023 and in October this year, the stock broke above it, an indication of strength. The nearest support level would be at a gap in the low 270s. This is basically the same gap as in the daily analysis, but being on the weekly chart further adds to its significance. The next support level would be the upper channel line, and it has just moved past 210. The other two support zones are very distant due to the log scale, but I believe are still noteworthy. The lower channel line is approaching 130 and there is also a support level at 110 as that price level was major resistance in 2021 and is also at an upside gap formed earlier this year, making it a very significant area. Overall, I believe there is not much to complain about here, as there are no bearish indications to be seen.Moving Average AnalysisYahoo FinanceThe 13-week SMA had a bullish crossover with the 26-week SMA earlier this year where the 13-week SMA just dipped below the 26-week SMA and bounced back very quickly. The gap between the SMAs has expanded rapidly lately as the stock has surged, indicating accelerating bullish momentum. Again, the stock trades far above the SMAs, showing that it could be overbought with the 13-week SMA's support at only 237. For the Bollinger Bands, the stock remains above the upper band, showing that it is indeed still overbought in the longer term time frame. Therefore, a further pullback in the stock is definitely not out of the question and could, in fact, be healthy for the stock's long-term trend. The 20-week midline is only at around 206, but its support is nearer than the 26-week SMA. From my analysis, there is nothing wrong with MicroStrategy stock in the long term, even if it continues its recent pullback. The MAs are solidly bullish, and the stock just needs a healthy correction.Indicator AnalysisYahoo FinanceThe MACD had a bullish crossover with the signal line back in late September, and the stock has surged since then. The gap between the lines continues to expand as demonstrated by the green histogram and again shows accelerating bullish momentum. Like in the daily analysis, the weekly MACD's run to 5-year highs, confirms the recent surge in the stock. For the RSI, it is currently above the overbought 70 zone as it is at 80.41. There is some slight negative divergence with the RSI here, as the most recent peak fails to surpass the peak earlier this year and the one back in 2021. Since the MACD does confirm the recent run, I believe this divergence signal has less significance and should be taken with a grain of salt. Lastly, for the stochastics, the %K has crossed below %D within the overbought 80 zone in October, a bearish indication. However, both lines have generally remained in or near that zone since the bearish crossover, showing that bullishness has been sustained despite the negative signal. From my analysis, these weekly indicators are slightly more mixed in their signalling as there are both bullish and bearish indications here, but I believe the MACD's confirmation of the bull run should give investors some peace of mind.TakeawayOverall, I would say that the long-term technical outlook for MicroStrategy is also positive, as the vast majority of signals are bullish. The charts show that the stock has broken out of an upward channel and is now in an accelerated uptrend, while the MAs once again show accelerating bullish momentum. For the indicators, there were mixed signals that show some uncertainty, but as discussed above, I would consider the MACD's bullish confirmation as the most important signal.Fundamentals & ValuationEarningsData by YChartsMicroStrategy reported their Q3 earnings back in late October and showed weak operating results. They reported revenues of $116.1 million, down 10.3% YoY and a GAAP Net Loss of $1.72 per share. Both figures missed expectations with revenue missing by $5.38 million and EPS missing by $1.60. As you can see in the charts above, revenue is at weak levels compared to past years and EPS is on a worrying trajectory. Of course, these operational results have taken a back seat as the focus is firmly on the company's Bitcoin investments. MicroStrategy reported a 5.1% \"BTC Yield\" KPI in the quarter and projected a target annual BTC Yield of 6-10% from 2025 to 2027. It also announced a $21 billion equity offering at market price and an additional raising of $21 billion from fixed-income securities to fund its Bitcoin investments. As of this report, they are holding 252,220 Bitcoins, translating into a current total market value of $23.5 billion. The company has made significant purchases since then with the most recent purchases occurring last week, where they purchased an additional 55,000 Bitcoins. As of this latest Sunday, they hold 386,700 Bitcoins, translating into a current total market value of $36.1 billion. From the chart above, you can see that the company's book value has soared in the past two years along with the bull run in Bitcoin itself.ValuationData by YChartsIn my view, it is clear that MicroStrategy is overvalued at current levels. Earnings are now negative, and so a P/E analysis would be irrelevant. The P/S ratio is currently at 167, dropping slightly from its all-time highs of over 180 recently. The P/B ratio is currently at 24 and is at a five-year-high, excluding the 2021-2022 spike. As I said earlier, of course, the focus has shifted to Bitcoin, but the company's current market cap of $76 billion shows that its Bitcoin holdings of $36.1 billion are just a portion of the value. Therefore, the P/S should still be a relevant measure of value for the stock and so with revenues near five-year lows, I believe the current P/S ratio is unjustified. For the P/B ratio, MicroStrategy started to buy Bitcoin back in 2020 and has been increasing their holdings since then, which deserves a premium, but the P/B ratio is now at approximately 2 times the five-year average, excluding the 2021 spike. Despite their aggressive strategy, I, personally, find the P/B ratio of over 24 to be too rich. From my analysis of the P/S and P/B ratios, I believe the stock is overvalued at current levels. For MicroStrategy stock, Seeking Alpha currently has an F valuation rating for the P/S ratio and a D- rating for the P/B ratio, confirming my evaluation.ConclusionFrom the above analysis, it is clear that the technicals differ highly with the fundamentals on their outlooks for the stock. The vast majority of technical indications were bullish as the chart showed the stock is in accelerated uptrends while MAs show strong bullish momentum. While indicators were a bit more mixed overall, there were key signals of strength that confirm the recent surge in the stock. For the fundamentals, with revenue being very sluggish, I find the stock to be overvalued in terms of the P/S ratio and while the increasingly large Bitcoin pile deserves a P/B expansion, I believe the ratio has gone too far currently as it is at an eye-watering level of 24. I therefore conclude that the stock is significantly overvalued at current levels. While the stock could revert to reflecting its fundamentals in the long run and prove Citron Research to be right in the long run, in the near term, I believe the stock could have room to run due to the technicals being heavily in MicroStrategy's favour. With conflicting technical and fundamental signals, I initiate the stock at a hold rating, but I believe shorts are at a high risk of being burned before their predictions come true.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231109373735184,"gmtCreate":1697449111547,"gmtModify":1697449116123,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"I'm just curious, who on earth is taking COVID shots now?","listText":"I'm just curious, who on earth is taking COVID shots now?","text":"I'm just curious, who on earth is taking COVID shots now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231109373735184","repostId":"2375189549","repostType":2,"repost":{"id":"2375189549","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697428317,"share":"https://ttm.financial/m/news/2375189549?lang=&edition=fundamental","pubTime":"2023-10-16 11:51","market":"us","language":"en","title":"EU Delays Approval of Novavax's Revised COVID Vaccine","url":"https://stock-news.laohu8.com/highlight/detail?id=2375189549","media":"Reuters","summary":"European Union regulators have delayed the decision to give approval for Novavax's variant-tailored COVID-19 vaccine, the Financial Times said on Sunday.The European Medicines Agency , which was due to approve the updated vaccine last Friday has requested more information from the company, the FT report added.\"As part of the ongoing review process, [the EMA] has additional questions, which we are answering expeditiously,\" Novavax told the Financial Times.","content":"<html><head></head><body><p>European Union regulators have delayed the decision to give approval for Novavax&#39;s variant-tailored COVID-19 vaccine, the Financial Times said on Sunday.</p><p>The European Medicines Agency (EMA), which was due to approve the updated vaccine last Friday has requested more information from the company, the FT report added.</p><p>&#34;As part of the ongoing review process, [the EMA] has additional questions, which we are answering expeditiously,&#34; Novavax told the Financial Times.</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>EU Delays Approval of Novavax's Revised COVID Vaccine</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; 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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\">\nEU Delays Approval of Novavax's Revised COVID Vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-16 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>European Union regulators have delayed the decision to give approval for Novavax&#39;s variant-tailored COVID-19 vaccine, the Financial Times said on Sunday.</p><p>The European Medicines Agency (EMA), which was due to approve the updated vaccine last Friday has requested more information from the company, the FT report added.</p><p>&#34;As part of the ongoing review process, [the EMA] has additional questions, which we are answering expeditiously,&#34; Novavax told the Financial Times.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"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":"2375189549","content_text":"European Union regulators have delayed the decision to give approval for Novavax's variant-tailored COVID-19 vaccine, the Financial Times said on Sunday.The European Medicines Agency (EMA), which was due to approve the updated vaccine last Friday has requested more information from the company, the FT report added.\"As part of the ongoing review process, [the EMA] has additional questions, which we are answering expeditiously,\" Novavax told the Financial Times.","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230347708096792,"gmtCreate":1697279164780,"gmtModify":1697279169181,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","listText":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","text":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230347708096792","repostId":"2375691972","repostType":2,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}